Bison Wealth, LLC New Holdings in Q3 2024

Bison Wealth, LLC

  • $561 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
198K
New
$38.04 - $45.36 $7.55M - $9M
198K $8.86M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
110K
New
$40.63 - $44.83 $4.48M - $4.95M
110K $4.9M
SSO
Proshares Ultra S&P 500

ETFs
28K
New
$73.92 - $90.17 $2.07M - $2.53M
28K $2.53M
DGS
Wisdomtree Emerging Markets Sm

ETFs
42.7K
New
$48.46 - $54.37 $2.07M - $2.32M
42.7K $2.29M
WDAY
Workday, Inc.

Technology
6.59K
New
$207.75 - $264.68 $1.37M - $1.74M
6.59K $1.61M
AA
Alcoa Corp

Basic Materials
27.2K
New
$28.17 - $42.44 $767K - $1.16M
27.2K $1.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.88K
New
$85.48 - $98.39 $844K - $972K
9.88K $953K
CCJ
Cameco Corp

Energy
18.5K
New
$36.9 - $53.72 $682K - $992K
18.5K $882K
TT
Trane Technologies PLC

Industrials
1.92K
New
$314.21 - $388.71 $603K - $746K
1.92K $746K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.02K
New
$175.46 - $203.3 $529K - $613K
3.02K $611K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.05K
New
$233.4 - $302.36 $478K - $620K
2.05K $556K
UVSP
Univest Financial Corp

Financial Services
18.6K
New
$22.22 - $29.19 $414K - $544K
18.6K $524K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.2K
New
$210.25 - $231.86 $461K - $509K
2.2K $489K
APH
Amphenol Corp

Technology
7.42K
New
$58.39 - $70.41 $433K - $523K
7.42K $483K
FCX
Freeport Mcmoran Inc

Basic Materials
9.11K
New
$39.52 - $51.92 $360K - $473K
9.11K $454K
PH
Parker Hannifin Corp

Industrials
717
New
$501.01 - $635.92 $359K - $456K
717 $452K
VEA
Vanguard Ftse Developed Market

ETFs
8.11K
New
$47.6 - $53.31 $386K - $433K
8.11K $428K
GWW
W.W. Grainger, Inc.

Industrials
401
New
$896.19 - $1044.18 $359K - $419K
401 $416K
MU
Micron Technology Inc

Technology
3.95K
New
$86.27 - $136.82 $341K - $540K
3.95K $409K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.72K
New
$125.95 - $142.04 $343K - $387K
2.72K $386K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.14K
New
$57.32 - $62.65 $352K - $384K
6.14K $382K
DLR
Digital Realty Trust, Inc.

Real Estate
2.26K
New
$144.47 - $162.98 $327K - $369K
2.26K $366K
QDPL
Pacer Fds Tr Metaurus Us Large
9.37K
New
$34.97 - $38.41 $328K - $360K
9.37K $355K
IXUS
Ishares Tr

ETFs
4.74K
New
$64.9 - $73.35 $307K - $347K
4.74K $344K
ONON
On Holding Ag

Consumer Cyclical
6.85K
New
$36.63 - $51.57 $251K - $353K
6.85K $343K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.28K
New
$31.18 - $33.5 $289K - $311K
9.28K $308K
DGRO
Ishares Core Dividend Growth E

ETFs
4.86K
New
$57.47 - $62.76 $279K - $305K
4.86K $304K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.07K
New
$52.1 - $59.66 $264K - $302K
5.07K $300K
VMC
Vulcan Materials CO

Basic Materials
1.18K
New
$231.83 - $274.51 $273K - $323K
1.18K $294K
CEG
Constellation Energy Corp

Utilities
1.13K
New
$167.08 - $262.86 $189K - $297K
1.13K $293K
LEN
Lennar Corp

Consumer Cyclical
1.49K
New
$142.5 - $192.45 $212K - $286K
1.49K $278K
FISV
Fiserv Inc

Technology
2.18K
New
N/A
2.18K $273K
WPM
Wheaton Precious Metals Corp.

Basic Materials
4.47K
New
$52.04 - $64.22 $232K - $287K
4.47K $272K
SPYG
Spdr Portfolio

ETFs
3.22K
New
$73.38 - $84.1 $236K - $271K
3.22K $266K
HDV
Ishares Core High Dividend ETF

ETFs
2.23K
New
$107.62 - $118.76 $240K - $265K
2.23K $262K
LBRDK
Liberty Broadband Corp

Communication Services
3.34K
New
$52.66 - $78.14 $176K - $261K
3.34K $258K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.79K
New
$49.82 - $52.8 $239K - $253K
4.79K $251K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.45K
New
$49.7 - $56.11 $221K - $250K
4.45K $244K
TDG
Trans Digm Group Inc

Industrials
165
New
$1202.03 - $1427.41 $198K - $236K
165 $235K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.89K
New
$41.9 - $48.26 $205K - $236K
4.89K $233K
STE
Steris PLC

Healthcare
956
New
$213.51 - $247.14 $204K - $236K
956 $231K
CBAN
Colony Bankcorp Inc

Financial Services
14.8K
New
$12.01 - $15.85 $178K - $235K
14.8K $230K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.21K
New
$92.63 - $105.69 $205K - $233K
2.21K $230K
VCR
Vanguard Consumer Discretionar

ETFs
660
New
$291.88 - $341.94 $193K - $226K
660 $224K
FXI
Ishares Tr

ETFs
6.98K
New
$24.78 - $32.17 $173K - $224K
6.98K $221K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.27K
New
$61.47 - $67.36 $201K - $220K
3.27K $219K
TTD
Trade Desk, Inc.

Technology
2K
New
$83.08 - $110.79 $166K - $221K
2K $218K
HYG
Ishares Tr

ETFs
2.7K
New
$76.72 - $80.36 $207K - $217K
2.7K $216K
XLC
Select Sector Spdr Tr Communic

ETFs
2.4K
New
$82.16 - $90.4 $197K - $217K
2.4K $216K
Activity Summary
Buys All Purchases 187 New Holdings 74 Increased Positions 113 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 3 Puts 2
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