Bison Wealth, LLC Sells in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
-3.34K
- 25.28%
$49.06 - $57.74 $164K - $193K
9.87K $516K
STX
Seagate Technology Holdings PLC

Technology
-766
- 22.37%
$86.31 - $112.64 $66.1K - $86.3K
2.66K $229K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.29K
- 27.77%
$59.25 - $72.99 $76.6K - $94.4K
3.36K $200K
TRV
Travelers Companies, Inc.

Financial Services
-633
- 42.43%
$225.97 - $266.66 $143K - $169K
859 $206K
XLE
Energy Sector Spdr

ETFs
-1.2K
- 6.59%
$83.32 - $97.27 $100K - $117K
17K $1.46M
CVX
Chevron Corp

Energy
-809
- 7.85%
$141.15 - $162.53 $114K - $131K
9.49K $1.37M
PFE
Pfizer Inc

Healthcare
-3.63K
- 25.66%
$24.8 - $30.19 $90K - $110K
10.5K $278K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.29K
- 6.48%
$89.01 - $96.24 $115K - $124K
18.6K $1.67M
IDU
Ishares Tr U S Utils ETF

ETFs
-828
- 17.4%
$94.65 - $105.73 $78.4K - $87.5K
3.93K $378K
EPD
Enterprise Products Partners L.P.

Energy
-4.35K
- 30.58%
$28.66 - $34.43 $125K - $150K
9.87K $309K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-415
- 5.55%
$75.1 - $82.99 $31.2K - $34.4K
7.07K $534K
VLO
Valero Energy Corp

Energy
-389
- 11.45%
$118.59 - $144.02 $46.1K - $56K
3.01K $368K
FDL
First Tr Morningstar Dividend

ETFs
-1.39K
- 7.7%
$39.59 - $43.95 $55K - $61K
16.6K $670K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.97K
- 26.19%
$45.39 - $62.98 $180K - $250K
11.2K $635K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-583
- 19.34%
$87.1 - $98.49 $50.8K - $57.4K
2.43K $212K
USTB
Victory Portfolios Ii Victorys

ETFs
-1.57K
- 22.42%
$50.06 - $50.85 $78.7K - $79.9K
5.44K $273K
SPG
Simon Property Group Inc

Real Estate
-454
- 25.18%
$167.23 - $183.84 $75.9K - $83.5K
1.35K $232K
CMI
Cummins Inc

Industrials
-281
- 27.02%
$324.93 - $383.42 $91.3K - $108K
759 $264K
GWW
W.W. Grainger, Inc.

Industrials
-72
- 17.96%
$1023.06 - $1220.93 $73.7K - $87.9K
329 $346K
FVD
First Tr Value Line Divid Inde

ETFs
-65
- 0.19%
$43.4 - $46.7 $2.82K - $3.04K
35K $1.53M
BMY
Bristol Myers Squibb CO

Healthcare
-1.85K
- 24.18%
$51.92 - $59.94 $95.8K - $111K
5.78K $327K
VEA
Vanguard Ftse Developed Market

ETFs
-477
- 5.88%
$47.57 - $52.44 $22.7K - $25K
7.64K $365K
ETN
Eaton Corp PLC

Industrials
-176
- 12.95%
$326.96 - $377.52 $57.5K - $66.4K
1.18K $392K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-175
- 3.62%
$103.53 - $112.72 $18.1K - $19.7K
4.66K $484K
SBUX
Starbucks Corp

Consumer Cyclical
-324
- 8.21%
$87.44 - $102.5 $28.3K - $33.2K
3.62K $330K
FAD
First Tr Multi Cap Growth Alph

ETFs
-475
- 18.55%
$131.79 - $150.3 $62.6K - $71.4K
2.09K $288K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-698
- 10.4%
$39.39 - $43.09 $27.5K - $30.1K
6.01K $238K
CGDV
Capital Group Divid Value ETF

ETFs
-1.13K
- 15.24%
$35.16 - $37.12 $39.7K - $41.9K
6.27K $221K
PM
Philip Morris International Inc.

Consumer Defensive
-333
- 5.7%
$118.38 - $133.06 $39.4K - $44.3K
5.51K $663K
CSX
Csx Corp

Industrials
-865
- 11.53%
$31.58 - $36.88 $27.3K - $31.9K
6.64K $214K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-432
- 10.98%
$80.93 - $85.66 $35K - $37K
3.5K $283K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-267
- 5.46%
$44.04 - $49.49 $11.8K - $13.2K
4.62K $203K
PAVE
Global X Fds Us Infrastructure

ETFs
-595
- 9.96%
$40.41 - $45.95 $24K - $27.3K
5.38K $217K
IHDG
Wisdomtree Tr

ETFs
-180
- 2.08%
$43.38 - $46.0 $7.81K - $8.28K
8.48K $368K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.74K
- 10.78%
$34.49 - $39.24 $60K - $68.3K
14.4K $535K
VSDA
Victory Portfolios Ii Victorys

ETFs
-82
- 0.93%
$50.67 - $55.17 $4.15K - $4.52K
8.71K $442K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-221
- 4.61%
$50.14 - $52.56 $11.1K - $11.6K
4.57K $229K
IEMG
Ishares Inc

ETFs
-408
- 7.81%
N/A
4.82K $258K
RDVY
First Trust Rising Dividend Ac

ETFs
-350
- 6.52%
$58.65 - $64.37 $20.5K - $22.5K
5.02K $297K
RIG
Transocean Ltd.

Energy
-1.94K
- 7.1%
$3.47 - $4.67 $6.74K - $9.07K
25.4K $95K
SIZE
Ishares Msci Usa Size Factor E

ETFs
-123
- 2.45%
$146.95 - $158.89 $18.1K - $19.5K
4.9K $727K
RSG
Republic Services, Inc.

Industrials
-100
- 5.04%
$198.0 - $218.75 $19.8K - $21.9K
1.88K $379K
SSB
South State Corp

Financial Services
-262
- 7.89%
$94.05 - $111.93 $24.6K - $29.3K
3.06K $304K
HDV
Ishares Core High Dividend ETF

ETFs
-44
- 1.97%
$110.82 - $121.28 $4.88K - $5.34K
2.19K $245K
VMC
Vulcan Materials CO

Basic Materials
-99
- 8.41%
$237.95 - $292.31 $23.6K - $28.9K
1.08K $277K
IWM
Ishares Russell 2000 ETF

ETFs
-66
- 2.51%
$216.13 - $242.4 $14.3K - $16K
2.56K $566K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-180
- 3.71%
$50.62 - $52.07 $9.11K - $9.37K
4.67K $238K
NVDA
Nvidia Corp

Technology
-10.3K
- 9.68%
$117.0 - $148.88 $1.21M - $1.53M
96.2K $12.9M
CHY
Calamos Convertible & High Income Fund

Financial Services
-1.42K
- 5.75%
$11.79 - $12.56 $16.7K - $17.8K
23.2K $282K
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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