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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Page 13 of 20

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97717Y543

Shares:28.0K

Value:$531.7K

46137V431

Shares:5.4K

Value:$524.5K

ORACLE CORP

ORCL|68389X105

Shares:3.7K

Value:$524.1K

808524839

Shares:22.5K

Value:$521.1K

LOWES COMPANIES INC

LOW|548661107

Shares:2.3K

Value:$516.3K

33740U752

Shares:17.1K

Value:$511.4K

97717Y659

Shares:18.7K

Value:$507.6K

AFLAC INC

AFL|001055102

Shares:4.7K

Value:$505.9K

14020G101

Shares:14.4K

Value:$501.9K

464287432

Shares:5.5K

Value:$500.8K

46431W507

Shares:9.8K

Value:$499.1K

45782C565

Shares:14.7K

Value:$499.1K

464288414

MUB|464288414

Shares:4.7K

Value:$489.2K

33739P830

Shares:24.6K

Value:$487.8K

Fortinet, Inc.

FTNT|34959E109

Shares:4.7K

Value:$486.8K

97717Y691

Shares:14.8K

Value:$480.6K

09290C509

Shares:7.9K

Value:$476.7K

33740F433

Shares:13.5K

Value:$476.2K

BOEING CO

BA|097023105

Shares:2.8K

Value:$476.0K

45782C292

Shares:14.1K

Value:$473.4K

Instrument	Shares		Other Manager	Value
(cusip97717Y543)✕	28.0K	QoQ -4.90% (-1.4K) YoY-	All Managers (Combined)	$531.7K	QoQ -17.87% (-$115.7K) YoY-
(cusip46137V431)✕	5.4K	QoQ NEW(+5.4K) YoY-	All Managers (Combined)	$524.5K	QoQ NEW(+$524.5K) YoY-
ORACLE CORP(ORCLcusip68389X105)	3.7K	QoQ +34.51% (+958) YoY-	All Managers (Combined)	$524.1K	QoQ +13.30% (+$61.6K) YoY-
(cusip808524839)✕	22.5K	QoQ -29.30% (-9.3K) YoY-	All Managers (Combined)	$521.1K	QoQ -27.87% (-$201.4K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	2.3K	QoQ NEW(+2.3K) YoY-	All Managers (Combined)	$516.3K	QoQ NEW(+$516.3K) YoY-
(cusip33740U752)✕	17.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$511.4K	QoQ -4.99% (-$26.9K) YoY-
(cusip97717Y659)✕	18.7K	QoQ +2.12% (-389) YoY-	All Managers (Combined)	$507.6K	QoQ -2.07% (-$10.7K) YoY-
AFLAC INC(AFLcusip001055102)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$505.9K	QoQ NEW(+$505.9K) YoY-
(cusip14020G101)✕	14.4K	QoQ NEW(+14.4K) YoY-	All Managers (Combined)	$501.9K	QoQ NEW(+$501.9K) YoY-
(cusip464287432)✕	5.5K	QoQ -17.20% (-1.1K) YoY-	All Managers (Combined)	$500.8K	QoQ -13.68% (-$79.4K) YoY-
(cusip46431W507)✕	9.8K	QoQ +0.73% (+72) YoY-	All Managers (Combined)	$499.1K	QoQ +1.48% (+$7.3K) YoY-
(cusip45782C565)✕	14.7K	QoQ -8.56% (-1.4K) YoY-	All Managers (Combined)	$499.1K	QoQ -10.33% (-$57.5K) YoY-
(MUBcusip464288414)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$489.2K	QoQ NEW(+$489.2K) YoY-
(cusip33739P830)✕	24.6K	QoQ -8.20% (-2.2K) YoY-	All Managers (Combined)	$487.8K	QoQ -8.06% (-$42.8K) YoY-
Fortinet, Inc.(FTNTcusip34959E109)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$486.8K	QoQ NEW(+$486.8K) YoY-
(cusip97717Y691)✕	14.8K	QoQ +2.12% (-308) YoY-	All Managers (Combined)	$480.6K	QoQ -11.67% (-$63.5K) YoY-
(cusip09290C509)✕	7.9K	QoQ -10.07% (-881) YoY-	All Managers (Combined)	$476.7K	QoQ -14.90% (-$83.5K) YoY-
(cusip33740F433)✕	13.5K	QoQ -4.63% (-658) YoY-	All Managers (Combined)	$476.2K	QoQ -6.83% (-$34.9K) YoY-
BOEING CO(BAcusip097023105)	2.8K	QoQ -13.93% (-452) YoY-	All Managers (Combined)	$476.0K	QoQ -17.08% (-$98.1K) YoY-
(cusip45782C292)✕	14.1K	QoQ -0.32% (-46) YoY-	All Managers (Combined)	$473.4K	QoQ -0.74% (-$3.5K) YoY-