Bison Wealth, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $581 Million distributed in 422 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.2M, Microsoft Corp with a value of $21.3M, Amazon Com Inc with a value of $15.3M, Invesco Qqq Trust, Series 1 with a value of $14.7M, and Jpmorgan Chase & CO with a value of $12.1M.

Examining the 13F form we can see an increase of $1.8M in the current position value, from $579M to 581M.

Below you can find more details about Bison Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $581 Million
ETFs: $219 Million
Technology: $93.3 Million
Financial Services: $66.7 Million
Healthcare: $38.1 Million
Consumer Cyclical: $36.5 Million
Industrials: $32.6 Million
Communication Services: $32.6 Million
Consumer Defensive: $21.4 Million
Other: $40.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 422
  • Current Value $581 Million
  • Prior Value $579 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 30, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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