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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HOME DEPOT, INC.

HD|437076102

Shares:11.9K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

33740U505

Shares:98.1K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.1B)

82889N566

Shares:148.4K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.1B)

33738D309

Shares:90.7K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

922908751

VB|922908751

Shares:18.3K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.1B)

33740F623

Shares:89.6K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.1B)

464288885

EFG|464288885

Shares:38.3K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$1.1B)

33740F847

Shares:78.7K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.1B)

78464A854

SPLG|78464A854

Shares:54.7K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.1B)

464287457

Shares:42.4K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.1B)

33740U885

Shares:86.0K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.1B)

45783Y855

Shares:111.1K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.1B)

46137V357

RSP|46137V357

Shares:20.3K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

Alphabet Inc.

GOOGL|02079K305

Shares:21.9K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

35473P884

Shares:65.6K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

46090A879

Shares:134.7K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.1B)

EXXON MOBIL CORP

XOM|30231G102

Shares:27.9K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.1B)

78463X103

Shares:69.8K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.1B)

464287234

EEM|464287234

Shares:69.6K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$1.1B)

33740F755

Shares:100.9K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	11.9K	QoQ +409.09% (+9.5K) YoY-	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ +375.89% (+$3.4M) YoY-
(cusip33740U505)✕	98.1K	QoQ +20.03% (+16.4K) YoY-	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.1B)	QoQ +16.88% (+$615.3K) YoY-
(cusip82889N566)✕	148.4K	QoQ NEW(+148.4K) YoY-	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.1B)	QoQ NEW(+$4.2M) YoY-
(cusip33738D309)✕	90.7K	QoQ +20.33% (+15.3K) YoY-	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ +18.79% (+$654.9K) YoY-
(VBcusip922908751)	18.3K	QoQ +28.63% (+4.1K) YoY-	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.1B)	QoQ +18.71% (+$639.8K) YoY-
(cusip33740F623)✕	89.6K	QoQ +6.53% (+5.5K) YoY-	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.1B)	QoQ +2.93% (+$113.3K) YoY-
(EFGcusip464288885)	38.3K	QoQ +86.27% (+17.7K) YoY-	All Managers (Combined)	$3.9M	0.4% ($3.9M/$1.1B)	QoQ +97.13% (+$1.9M) YoY-
(cusip33740F847)✕	78.7K	QoQ -7.09% (-6.0K) YoY-	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.1B)	QoQ -9.32% (-$377.8K) YoY-
(SPLGcusip78464A854)	54.7K	QoQ +31.30% (+13.1K) YoY-	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.1B)	QoQ +24.81% (+$713.2K) YoY-
(cusip464287457)✕	42.4K	QoQ NEW(+42.4K) YoY-	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.1B)	QoQ NEW(+$3.5M) YoY-
(cusip33740U885)✕	86.0K	QoQ -4.42% (-4.0K) YoY-	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.1B)	QoQ -5.35% (-$199.0K) YoY-
(cusip45783Y855)✕	111.1K	QoQ NEW(+111.1K) YoY-	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.1B)	QoQ NEW(+$3.5M) YoY-
(RSPcusip46137V357)	20.3K	QoQ NEW(+20.3K) YoY-	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ NEW(+$3.4M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	21.9K	QoQ +347.87% (+17.0K) YoY-	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ +271.77% (+$2.5M) YoY-
(cusip35473P884)✕	65.6K	QoQ NEW(+65.6K) YoY-	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ NEW(+$3.4M) YoY-
(cusip46090A879)✕	134.7K	QoQ NEW(+134.7K) YoY-	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.1B)	QoQ NEW(+$3.4M) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	27.9K	QoQ +39.98% (+8.0K) YoY-	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.1B)	QoQ +49.50% (+$1.1M) YoY-
(cusip78463X103)✕	69.8K	QoQ NEW(+69.8K) YoY-	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.1B)	QoQ NEW(+$3.2M) YoY-
(EEMcusip464287234)	69.6K	QoQ NEW(+69.6K) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$1.1B)	QoQ NEW(+$3.0M) YoY-
(cusip33740F755)✕	100.9K	QoQ -17.12% (-20.8K) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$1.1B)	QoQ -19.24% (-$713.9K) YoY-