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 18 of 20

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46428Q109

Shares:8.9K

Value:$264.5K

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.2K

Value:$262.4K

Aon plc

AON|G0403H108

Shares:655

Value:$261.2K

33738R688

Shares:15.1K

Value:$260.0K

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.4K

Value:$259.3K

33738D408

Shares:6.3K

Value:$256.8K

FISERV INC

FI|337738108

Shares:1.4K

Value:$255.4K

ALLSTATE CORP

ALL|020002101

Shares:1.3K

Value:$255.1K

97717X263

Shares:6.9K

Value:$254.8K

92189F387

Shares:11.4K

Value:$254.6K

KINDER MORGAN, INC.

KMI|49456B101

Shares:8.9K

Value:$253.7K

78464A284

Shares:10.2K

Value:$252.5K

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:7.4K

Value:$251.7K

33739Q200

Shares:5.1K

Value:$249.6K

46434V621

DGRO|46434V621

Shares:4.1K

Value:$249.2K

46435U218

Shares:2.6K

Value:$244.8K

72201R627

Shares:4.8K

Value:$244.2K

45782C680

Shares:6.4K

Value:$241.8K

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.7K

Value:$238.2K

33740U612

Shares:7.5K

Value:$236.0K

Instrument	Shares		Other Manager	Value
(cusip46428Q109)✕	8.9K	QoQ NEW(+8.9K) YoY-	All Managers (Combined)	$264.5K	QoQ NEW(+$264.5K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$262.4K	QoQ NEW(+$262.4K) YoY-
Aon plc(AONcusipG0403H108)	655	QoQ +0.30% (+2) YoY-	All Managers (Combined)	$261.2K	QoQ +11.30% (+$26.5K) YoY-
(cusip33738R688)✕	15.1K	QoQ -33.91% (-7.7K) YoY-	All Managers (Combined)	$260.0K	QoQ -29.97% (-$111.3K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.4K	QoQ -8.55% (-222) YoY-	All Managers (Combined)	$259.3K	QoQ +8.31% (-$19.9K) YoY-
(cusip33738D408)✕	6.3K	QoQ -4.51% (-296) YoY-	All Managers (Combined)	$256.8K	QoQ -5.18% (-$14.0K) YoY-
FISERV INC(FIcusip337738108)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$255.4K	QoQ NEW(+$255.4K) YoY-
ALLSTATE CORP(ALLcusip020002101)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$255.1K	QoQ NEW(+$255.1K) YoY-
(cusip97717X263)✕	6.9K	QoQ -70.21% (-16.3K) YoY-	All Managers (Combined)	$254.8K	QoQ -68.12% (-$544.5K) YoY-
(cusip92189F387)✕	11.4K	QoQ NEW(+11.4K) YoY-	All Managers (Combined)	$254.6K	QoQ NEW(+$254.6K) YoY-
KINDER MORGAN, INC.(KMIcusip49456B101)	8.9K	QoQ +5.01% (+425) YoY-	All Managers (Combined)	$253.7K	QoQ +9.34% (+$21.7K) YoY-
(cusip78464A284)✕	10.2K	QoQ NEW(+10.2K) YoY-	All Managers (Combined)	$252.5K	QoQ NEW(+$252.5K) YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	7.4K	QoQ -2.58% (-196) YoY-	All Managers (Combined)	$251.7K	QoQ +6.03% (-$14.3K) YoY-
(cusip33739Q200)✕	5.1K	QoQ -7.90% (-436) YoY-	All Managers (Combined)	$249.6K	QoQ -6.98% (-$18.7K) YoY-
(DGROcusip46434V621)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$249.2K	QoQ NEW(+$249.2K) YoY-
(cusip46435U218)✕	2.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$244.8K	QoQ -7.01% (-$18.5K) YoY-
(cusip72201R627)✕	4.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$244.2K	QoQ -1.39% (-$3.5K) YoY-
(cusip45782C680)✕	6.4K	QoQ -51.08% (-6.7K) YoY-	All Managers (Combined)	$241.8K	QoQ -52.00% (-$261.9K) YoY-
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$238.2K	QoQ NEW(+$238.2K) YoY-
(cusip33740U612)✕	7.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$236.0K	QoQ +1.55% (+$3.6K) YoY-