Bison Wealth, LLC Incresed Positions in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
255
+ 10.22%
$124.74 - $137.12 $31.8K - $35K
2.75K $355K
FISV
Fiserv Inc

Technology
116
+ 5.31%
N/A
2.3K $287K
FXO
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.02%
$50.63 - $59.0 $50.6 - $59
4.38K $237K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1
+ 0.0%
$37.81 - $38.94 $37.8 - $38.9
21.6K $832K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
161
+ 2.62%
$61.68 - $67.87 $9.93K - $10.9K
6.3K $392K
HES
Hess Corp

Energy
153
+ 3.73%
$127.66 - $148.65 $19.5K - $22.7K
4.25K $565K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.54%
$1146.59 - $1270.6 $1.15K - $1.27K
186 $220K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
566
+ 1.3%
$7.22 - $8.05 $4.09K - $4.56K
44.2K $338K
XLI
Industrial Sector Spdr

ETFs
70
+ 3.58%
$131.76 - $143.99 $9.22K - $10.1K
2.03K $266K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.09%
N/A
1.07K $195K
OVL
Listed Fds Tr Overlay Shs Larg
31.7K
+ 6.27%
N/A
537K $0
Biohaven LTD
1.44K
+ 0.44%
N/A
332K $0
Fidelity Wise Origin Bitcoin
18.5K
+ 118.66%
N/A
34.2K $0
FSCO
Fs Cr Opportunities Corp Com
687
+ 1.96%
N/A
35.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.18K
+ 20.65%
N/A
18.6K $0
Abacus Life Inc
50.8K
+ 492.01%
N/A
61.1K $0
Janus Detroit Str Tr
1
+ 0.0%
N/A
29.7K $0
First Tr Exchng Traded Fd Vi
3.34K
+ 32.17%
N/A
13.7K $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.2K
+ 97.3%
$25.33 - $51.16 $157K - $317K
12.6K $325K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
150
+ 0.45%
$3.86 - $4.04 $579 - $606
33.5K $131K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
98
+ 0.5%
$9.64 - $10.11 $945 - $991
19.6K $191K
DGRO
Ishares Core Dividend Growth E

ETFs
14
+ 0.29%
$60.73 - $64.94 $850 - $909
4.87K $298K
UBER
Uber Technologies, Inc

Technology
641
+ 20.34%
$59.93 - $86.34 $38.4K - $55.3K
3.79K $228K
ITW
Illinois Tool Works Inc

Industrials
81
+ 2.33%
$253.56 - $278.5 $20.5K - $22.6K
3.56K $901K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
57
+ 1.03%
$88.59 - $94.57 $5.05K - $5.39K
5.61K $498K
PFF
Ishares Trust Ishares Pfd And

ETFs
144
+ 1.55%
$31.23 - $33.51 $4.5K - $4.83K
9.43K $296K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
295
+ 0.85%
$15.05 - $16.03 $4.44K - $4.73K
35.1K $535K
AFL
Aflac Inc

Financial Services
183
+ 4.34%
$100.37 - $115.27 $18.4K - $21.1K
4.4K $455K
PGR
Progressive Corp

Financial Services
80
+ 3.22%
$239.6 - $268.88 $19.2K - $21.5K
2.57K $615K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
118
+ 0.74%
$26.08 - $27.65 $3.08K - $3.26K
16.1K $420K
NOC
Northrop Grumman Corp

Industrials
32
+ 5.25%
$466.52 - $543.88 $14.9K - $17.4K
641 $300K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
32
+ 0.35%
$28.89 - $31.63 $924 - $1.01K
9.19K $268K
VOE
Vanguard Mid Cap Value Index F

ETFs
5
+ 0.13%
$160.89 - $176.18 $804 - $881
3.77K $610K
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.22%
$250.81 - $283.3 $502 - $567
898 $227K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.22%
$131.66 - $144.0 $790 - $864
2.73K $360K
IXUS
Ishares Tr

ETFs
50
+ 1.06%
$65.95 - $72.56 $3.3K - $3.63K
4.79K $316K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
42
+ 0.61%
$70.1 - $76.53 $2.94K - $3.21K
6.9K $487K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
124
+ 0.71%
$43.84 - $48.76 $5.44K - $6.05K
17.5K $769K
VPU
Vanguard Utilities ETF

ETFs
4
+ 0.11%
$160.52 - $179.11 $642 - $716
3.76K $614K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
121
+ 1.3%
$99.2 - $108.47 $12K - $13.1K
9.41K $936K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
4.24K
+ 8.09%
$15.0 - $17.55 $63.6K - $74.4K
56.6K $860K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
141
+ 0.47%
$43.02 - $47.32 $6.07K - $6.67K
30.4K $1.31M
TSCO
Tractor Supply CO

Consumer Cyclical
5.02K
+ 356.07%
$52.59 - $303.74 $264K - $1.52M
6.43K $340K
MU
Micron Technology Inc

Technology
66
+ 1.67%
$84.16 - $113.41 $5.55K - $7.49K
4.01K $337K
FCX
Freeport Mcmoran Inc

Basic Materials
507
+ 5.57%
$38.08 - $50.82 $19.3K - $25.8K
9.62K $366K
Activity Summary
Buys All Purchases 128 New Holdings 32 Increased Positions 96 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 1 Puts 0
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