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 Market Cap. of $10 Billions to $200 Billions
