Bison-Wealth-Llc

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "HYT",
  null,
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "RIG",
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  "LOW",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  "DUK",
  null,
  null,
  "UVSP",
  null,
  null,
  "DSU",
  "FCX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BCAT",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EVV",
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "ITW",
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "OZ",
  null,
  "GBAB",
  null,
  null,
  null,
  null,
  null,
  "GANX",
  "MMC",
  null,
  "SILA",
  null,
  null,
  "SRV",
  null,
  "MA",
  null,
  "MSFT",
  "MS",
  "TMUS",
  null,
  "GE",
  "HES",
  null,
  null,
  null,
  null,
  null,
  null,
  "HSY",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "ORCL",
  null,
  "NOC",
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IEMG",
  null,
  null,
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "MPW",
  "AMGN",
  "MSTR",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  null,
  "SPG",
  "O",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "RSG",
  "SPLG",
  "IBM",
  "TXN",
  "TJX",
  "UPS",
  null,
  null,
  "MET",
  "VV",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CYH",
  "TSCO",
  null,
  "IEF",
  "TSM",
  null,
  null,
  "VYM",
  null,
  null,
  "AON",
  "SSB",
  "AFL",
  "APH",
  "SDY",
  "FI",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  null,
  "AEP",
  null,
  "SGOL",
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "CMS",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  null,
  "VOOG",
  "BNDX",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "WPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "POST",
  "SCHD",
  "ET",
  "SCHA",
  null,
  "SO",
  "CRM",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  null,
  "DGRO",
  null,
  "GWW",
  "ESGU",
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  null,
  null,
  "BA",
  "CCJ",
  "CDNS",
  "CVX",
  "CSCO",
  "CLX",
  "KO",
  "COP",
  "COST",
  "DHR",
  "DFS",
  "RSP",
  null,
  "EFA",
  "VMC",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 395
Total Value: 1070052268
Accession Number: 0001641172-25-009192
Form Type: 13F-HR
CIK: bison-wealth-llc
Manager Name: Bison-Wealth-Llc

Data Enrichment

46% identified

180 identified215 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $1,070,052.268K total value

395 positions

Manager:

SEC FilingSEC DataHachi Filing

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:12.0K

Value:$852.1K

45784N601

Shares:34.3K

Value:$851.8K

45783Y335

Shares:32.5K

Value:$851.3K

464287226

Shares:8.5K

Value:$845.5K

46434G103

IEMG|46434G103

Shares:15.6K

Value:$841.3K

92206C680

VONG|92206C680

Shares:8.8K

Value:$827.3K

PEPSICO INC

PEP|713448108

Shares:5.7K

Value:$826.4K

46434G764

EMXC|46434G764

Shares:15.0K

Value:$823.7K

Parker-Hannifin Corp

PH|701094104

Shares:1.3K

Value:$810.2K

46137V563

Shares:40.5K

Value:$803.7K

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.8K

Value:$803.2K

MCDONALDS CORP

MCD|580135101

Shares:2.5K

Value:$791.0K

97717W851

Shares:7.1K

Value:$786.0K

33734X846

Shares:12.2K

Value:$785.4K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:3.5K

Value:$778.1K

CATERPILLAR INC

CAT|149123101

Shares:2.4K

Value:$773.6K

81369Y209

Shares:5.4K

Value:$772.5K

78470P408

Shares:15.1K

Value:$769.1K

BLACKROCK DEBT STRATEGIES FUND, INC.

DSU|09255R202

Shares:73.1K

Value:$762.7K

389637109

Shares:10.2K

Value:$755.8K

Instrument	Shares		Other Manager	Value
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	12.0K	QoQ NEW(+12.0K) YoY-	All Managers (Combined)	$852.1K	QoQ NEW(+$852.1K) YoY-
(cusip45784N601)✕	34.3K	QoQ NEW(+34.3K) YoY-	All Managers (Combined)	$851.8K	QoQ NEW(+$851.8K) YoY-
(cusip45783Y335)✕	32.5K	QoQ NEW(+32.5K) YoY-	All Managers (Combined)	$851.3K	QoQ NEW(+$851.3K) YoY-
(cusip464287226)✕	8.5K	QoQ +49.10% (+2.8K) YoY-	All Managers (Combined)	$845.5K	QoQ +52.25% (+$290.2K) YoY-
(IEMGcusip46434G103)	15.6K	QoQ -10.07% (-1.7K) YoY-	All Managers (Combined)	$841.3K	QoQ -7.05% (-$63.9K) YoY-
(VONGcusip92206C680)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$827.3K	QoQ NEW(+$827.3K) YoY-
PEPSICO INC(PEPcusip713448108)	5.7K	QoQ +121.35% (+3.1K) YoY-	All Managers (Combined)	$826.4K	QoQ +112.13% (+$436.8K) YoY-
(EMXCcusip46434G764)	15.0K	QoQ -18.73% (-3.4K) YoY-	All Managers (Combined)	$823.7K	QoQ -19.25% (-$196.5K) YoY-
Parker-Hannifin Corp(PHcusip701094104)	1.3K	QoQ +256.00% (+960) YoY-	All Managers (Combined)	$810.2K	QoQ +239.90% (+$571.8K) YoY-
(cusip46137V563)✕	40.5K	QoQ NEW(+40.5K) YoY-	All Managers (Combined)	$803.7K	QoQ NEW(+$803.7K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	6.8K	QoQ NEW(+6.8K) YoY-	All Managers (Combined)	$803.2K	QoQ NEW(+$803.2K) YoY-
MCDONALDS CORP(MCDcusip580135101)	2.5K	QoQ +58.25% (+921) YoY-	All Managers (Combined)	$791.0K	QoQ +72.59% (+$332.7K) YoY-
(cusip97717W851)✕	7.1K	QoQ -4.22% (-315) YoY-	All Managers (Combined)	$786.0K	QoQ -4.32% (-$35.5K) YoY-
(cusip33734X846)✕	12.2K	QoQ +148.03% (+7.3K) YoY-	All Managers (Combined)	$785.4K	QoQ +151.18% (+$472.7K) YoY-
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$778.1K	QoQ NEW(+$778.1K) YoY-
CATERPILLAR INC(CATcusip149123101)	2.4K	QoQ +58.92% (+891) YoY-	All Managers (Combined)	$773.6K	QoQ +41.01% (+$225.0K) YoY-
(cusip81369Y209)✕	5.4K	QoQ +259.72% (+3.9K) YoY-	All Managers (Combined)	$772.5K	QoQ +271.42% (+$564.5K) YoY-
(cusip78470P408)✕	15.1K	QoQ -23.83% (-4.7K) YoY-	All Managers (Combined)	$769.1K	QoQ -27.64% (-$293.8K) YoY-
BLACKROCK DEBT STRATEGIES FUND, INC.(DSUcusip09255R202)	73.1K	QoQ +15.10% (+9.6K) YoY-	All Managers (Combined)	$762.7K	QoQ +11.68% (+$79.8K) YoY-
(cusip389637109)✕	10.2K	QoQ NEW(+10.2K) YoY-	All Managers (Combined)	$755.8K	QoQ NEW(+$755.8K) YoY-