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 • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46429B267

Shares:13.0K

Value:$299.4K

% of Portfolio:0.0% ($299.4K/$1.1B)

CLOROX CO /DE/

CLX|189054109

Shares:2.1K

Value:$297.2K

% of Portfolio:0.0% ($297.2K/$1.1B)

82889N202

Shares:8.5K

Value:$294.5K

% of Portfolio:0.0% ($294.5K/$1.1B)

464287499

IWR|464287499

Shares:3.4K

Value:$287.3K

% of Portfolio:0.0% ($287.3K/$1.1B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.7K

Value:$286.9K

% of Portfolio:0.0% ($286.9K/$1.1B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.8K

Value:$284.9K

% of Portfolio:0.0% ($284.9K/$1.1B)

032108607

Shares:7.7K

Value:$282.2K

% of Portfolio:0.0% ($282.2K/$1.1B)

33740F805

Shares:6.4K

Value:$281.1K

% of Portfolio:0.0% ($281.1K/$1.1B)

S&P Global Inc.

SPGI|78409V104

Shares:555

Value:$277.5K

% of Portfolio:0.0% ($277.5K/$1.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.4K

Value:$277.4K

% of Portfolio:0.0% ($277.4K/$1.1B)

Energy Transfer LP

ET|29273V100

Shares:14.9K

Value:$276.4K

% of Portfolio:0.0% ($276.4K/$1.1B)

33738R118

Shares:3.7K

Value:$274.4K

% of Portfolio:0.0% ($274.4K/$1.1B)

81369Y605

Shares:5.6K

Value:$273.7K

% of Portfolio:0.0% ($273.7K/$1.1B)

025072356

Shares:6.3K

Value:$272.0K

% of Portfolio:0.0% ($272.0K/$1.1B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:3.2K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$1.1B)

25459Y207

Shares:3.1K

Value:$269.2K

% of Portfolio:0.0% ($269.2K/$1.1B)

97717X131

Shares:7.5K

Value:$268.2K

% of Portfolio:0.0% ($268.2K/$1.1B)

808524607

SCHA|808524607

Shares:11.7K

Value:$267.3K

% of Portfolio:0.0% ($267.3K/$1.1B)

SouthState Corp

SSB|840441109

Shares:3.1K

Value:$266.4K

% of Portfolio:0.0% ($266.4K/$1.1B)

46436E759

Shares:4.0K

Value:$266.0K

% of Portfolio:0.0% ($266.0K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B267)✕	13.0K	QoQ -10.84% (-1.6K) YoY-	All Managers (Combined)	$299.4K	0.0% ($299.4K/$1.1B)	QoQ -10.81% (-$36.3K) YoY-
CLOROX CO /DE/(CLXcusip189054109)	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$297.2K	0.0% ($297.2K/$1.1B)	QoQ NEW(+$297.2K) YoY-
(cusip82889N202)✕	8.5K	QoQ NEW(+8.5K) YoY-	All Managers (Combined)	$294.5K	0.0% ($294.5K/$1.1B)	QoQ NEW(+$294.5K) YoY-
(IWRcusip464287499)	3.4K	QoQ NEW(+3.4K) YoY-	All Managers (Combined)	$287.3K	0.0% ($287.3K/$1.1B)	QoQ NEW(+$287.3K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$286.9K	0.0% ($286.9K/$1.1B)	QoQ NEW(+$286.9K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$284.9K	0.0% ($284.9K/$1.1B)	QoQ NEW(+$284.9K) YoY-
(cusip032108607)✕	7.7K	QoQ NEW(+7.7K) YoY-	All Managers (Combined)	$282.2K	0.0% ($282.2K/$1.1B)	QoQ NEW(+$282.2K) YoY-
(cusip33740F805)✕	6.4K	QoQ -5.32% (-361) YoY-	All Managers (Combined)	$281.1K	0.0% ($281.1K/$1.1B)	QoQ -3.41% (-$9.9K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	555	QoQ NEW(+555) YoY-	All Managers (Combined)	$277.5K	0.0% ($277.5K/$1.1B)	QoQ NEW(+$277.5K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$277.4K	0.0% ($277.4K/$1.1B)	QoQ NEW(+$277.4K) YoY-
Energy Transfer LP(ETcusip29273V100)	14.9K	QoQ +8.96% (+1.2K) YoY-	All Managers (Combined)	$276.4K	0.0% ($276.4K/$1.1B)	QoQ +3.39% (+$9.1K) YoY-
(cusip33738R118)✕	3.7K	QoQ -9.14% (-375) YoY-	All Managers (Combined)	$274.4K	0.0% ($274.4K/$1.1B)	QoQ -14.75% (-$47.5K) YoY-
(cusip81369Y605)✕	5.6K	QoQ NEW(+5.6K) YoY-	All Managers (Combined)	$273.7K	0.0% ($273.7K/$1.1B)	QoQ NEW(+$273.7K) YoY-
(cusip025072356)✕	6.3K	QoQ -3.56% (-234) YoY-	All Managers (Combined)	$272.0K	0.0% ($272.0K/$1.1B)	QoQ -1.05% (-$2.9K) YoY-
Wheaton Precious Metals Corp.(WPMcusip962879102)	3.2K	QoQ NEW(+3.2K) YoY-	All Managers (Combined)	$270.8K	0.0% ($270.8K/$1.1B)	QoQ NEW(+$270.8K) YoY-
(cusip25459Y207)✕	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$269.2K	0.0% ($269.2K/$1.1B)	QoQ NEW(+$269.2K) YoY-
(cusip97717X131)✕	7.5K	QoQ -60.62% (-11.6K) YoY-	All Managers (Combined)	$268.2K	0.0% ($268.2K/$1.1B)	QoQ -58.92% (-$384.8K) YoY-
(SCHAcusip808524607)	11.7K	QoQ NEW(+11.7K) YoY-	All Managers (Combined)	$267.3K	0.0% ($267.3K/$1.1B)	QoQ NEW(+$267.3K) YoY-
SouthState Corp(SSBcusip840441109)	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$266.4K	0.0% ($266.4K/$1.1B)	QoQ NEW(+$266.4K) YoY-
(cusip46436E759)✕	4.0K	QoQ -6.13% (-258) YoY-	All Managers (Combined)	$266.0K	0.0% ($266.0K/$1.1B)	QoQ -2.18% (-$5.9K) YoY-