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

Search and click to pin securities to the top

Page 5 of 20

Sort by:

33740F722

Shares:59.9K

Value:$3.0M

Broadcom Inc.

AVGO|11135F101

Shares:15.7K

Value:$2.9M

97717Y790

Shares:62.5K

Value:$2.8M

97717X511

Shares:62.7K

Value:$2.7M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.8K

Value:$2.7M

78463X889

SPDW|78463X889

Shares:72.7K

Value:$2.6M

92204A702

VGT|92204A702

Shares:4.8K

Value:$2.6M

Duke Energy CORP

DUK|26441C204

Shares:21.4K

Value:$2.6M

Merck & Co., Inc.

MRK|58933Y105

Shares:28.4K

Value:$2.5M

COCA COLA CO

KO|191216100

Shares:33.9K

Value:$2.4M

Meta Platforms, Inc.

META|30303M102

Shares:4.4K

Value:$2.4M

JOHNSON & JOHNSON

JNJ|478160104

Shares:15.0K

Value:$2.4M

46436E718

Shares:23.7K

Value:$2.4M

33740F771

Shares:56.2K

Value:$2.4M

33740F482

Shares:62.8K

Value:$2.3M

SOUTHERN CO

SO|842587107

Shares:24.3K

Value:$2.2M

97717Y725

Shares:50.4K

Value:$2.2M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.1K

Value:$2.2M

92046L338

Shares:83.7K

Value:$2.1M

464287309

IVW|464287309

Shares:22.7K

Value:$2.1M

Instrument	Shares		Other Manager	Value
(cusip33740F722)✕	59.9K	QoQ -1.63% (-997) YoY-	All Managers (Combined)	$3.0M	QoQ -4.49% (-$140.4K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	15.7K	QoQ +979.94% (+14.3K) YoY-	All Managers (Combined)	$2.9M	QoQ +763.85% (+$2.6M) YoY-
(cusip97717Y790)✕	62.5K	QoQ -12.10% (-8.6K) YoY-	All Managers (Combined)	$2.8M	QoQ -14.69% (-$488.1K) YoY-
(cusip97717X511)✕	62.7K	QoQ -15.18% (-11.2K) YoY-	All Managers (Combined)	$2.7M	QoQ -14.17% (-$449.9K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.8K	QoQ +382.05% (+2.2K) YoY-	All Managers (Combined)	$2.7M	QoQ +411.10% (+$2.2M) YoY-
(SPDWcusip78463X889)	72.7K	QoQ -4.90% (-3.7K) YoY-	All Managers (Combined)	$2.6M	QoQ +1.45% (-$37.8K) YoY-
(VGTcusip92204A702)	4.8K	QoQ +17.16% (+709) YoY-	All Managers (Combined)	$2.6M	QoQ +2.41% (+$62.1K) YoY-
Duke Energy CORP(DUKcusip26441C204)	21.4K	QoQ +708.86% (+18.7K) YoY-	All Managers (Combined)	$2.6M	QoQ +815.97% (+$2.3M) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	28.4K	QoQ +122.06% (+15.6K) YoY-	All Managers (Combined)	$2.5M	QoQ +94.67% (+$1.2M) YoY-
COCA COLA CO(KOcusip191216100)	33.9K	QoQ +348.40% (+26.4K) YoY-	All Managers (Combined)	$2.4M	QoQ +419.07% (+$2.0M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	4.4K	QoQ +180.92% (+2.8K) YoY-	All Managers (Combined)	$2.4M	QoQ +167.71% (+$1.5M) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	15.0K	QoQ +191.98% (+9.8K) YoY-	All Managers (Combined)	$2.4M	QoQ +223.97% (+$1.7M) YoY-
(cusip46436E718)✕	23.7K	QoQ NEW(+23.7K) YoY-	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY-
(cusip33740F771)✕	56.2K	QoQ +16.54% (+8.0K) YoY-	All Managers (Combined)	$2.4M	QoQ +15.07% (+$310.4K) YoY-
(cusip33740F482)✕	62.8K	QoQ -19.71% (-15.4K) YoY-	All Managers (Combined)	$2.3M	QoQ -20.27% (-$594.3K) YoY-
SOUTHERN CO(SOcusip842587107)	24.3K	QoQ +731.67% (+21.4K) YoY-	All Managers (Combined)	$2.2M	QoQ +828.57% (+$2.0M) YoY-
(cusip97717Y725)✕	50.4K	QoQ -10.06% (-5.6K) YoY-	All Managers (Combined)	$2.2M	QoQ -8.76% (-$212.0K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.1K	QoQ +91.59% (+2.0K) YoY-	All Managers (Combined)	$2.2M	QoQ +125.25% (+$1.2M) YoY-
(cusip92046L338)✕	83.7K	QoQ NEW(+83.7K) YoY-	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY-
(IVWcusip464287309)	22.7K	QoQ -20.32% (-5.8K) YoY-	All Managers (Combined)	$2.1M	QoQ -27.15% (-$784.7K) YoY-