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 6 of 20

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AbbVie Inc.

ABBV|00287Y109

Shares:10.5K

Value:$2.1M

81369Y803

XLK|81369Y803

Shares:9.9K

Value:$2.1M

VISA INC.

V|92826C839

Shares:5.8K

Value:$2.0M

Tesla, Inc.

TSLA|88160R101

Shares:7.4K

Value:$2.0M

ELI LILLY & Co

LLY|532457108

Shares:2.2K

Value:$2.0M

Alphabet Inc.

GOOG|02079K107

Shares:12.2K

Value:$1.9M

33740F631

Shares:50.3K

Value:$1.9M

PROCTER & GAMBLE Co

PG|742718109

Shares:11.5K

Value:$1.9M

464289446

Shares:13.8K

Value:$1.9M

78463X509

Shares:47.2K

Value:$1.9M

025072703

AVDE|025072703

Shares:27.8K

Value:$1.8M

09290C103

Shares:37.6K

Value:$1.8M

Walmart Inc.

WMT|931142103

Shares:19.9K

Value:$1.8M

464288877

Shares:30.9K

Value:$1.8M

46432F842

IEFA|46432F842

Shares:23.3K

Value:$1.8M

SPDR GOLD TRUST

GLD|78463V107

Shares:5.8K

Value:$1.7M

922042874

VGK|922042874

Shares:23.5K

Value:$1.7M

00110G408

Shares:81.1K

Value:$1.7M

00162Q528

Shares:31.7K

Value:$1.7M

97717Y477

Shares:38.2K

Value:$1.7M

Instrument	Shares		Other Manager	Value
AbbVie Inc.(ABBVcusip00287Y109)	10.5K	QoQ +326.54% (+8.0K) YoY-	All Managers (Combined)	$2.1M	QoQ +376.42% (+$1.6M) YoY-
(XLKcusip81369Y803)	9.9K	QoQ +74.14% (+4.2K) YoY-	All Managers (Combined)	$2.1M	QoQ +55.67% (+$735.3K) YoY-
VISA INC.(Vcusip92826C839)	5.8K	QoQ +323.59% (+4.4K) YoY-	All Managers (Combined)	$2.0M	QoQ +365.51% (+$1.6M) YoY-
Tesla, Inc.(TSLAcusip88160R101)	7.4K	QoQ +325.73% (+5.6K) YoY-	All Managers (Combined)	$2.0M	QoQ +186.89% (+$1.3M) YoY-
ELI LILLY & Co(LLYcusip532457108)	2.2K	QoQ +197.35% (+1.5K) YoY-	All Managers (Combined)	$2.0M	QoQ +234.66% (+$1.4M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	12.2K	QoQ +36.66% (+3.3K) YoY-	All Managers (Combined)	$1.9M	QoQ +13.34% (+$226.9K) YoY-
(cusip33740F631)✕	50.3K	QoQ +7.18% (+3.4K) YoY-	All Managers (Combined)	$1.9M	QoQ +4.14% (+$76.0K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	11.5K	QoQ +260.23% (+8.3K) YoY-	All Managers (Combined)	$1.9M	QoQ +255.84% (+$1.4M) YoY-
(cusip464289446)✕	13.8K	QoQ +26.02% (+2.8K) YoY-	All Managers (Combined)	$1.9M	QoQ +19.66% (+$311.6K) YoY-
(cusip78463X509)✕	47.2K	QoQ +336.51% (+36.4K) YoY-	All Managers (Combined)	$1.9M	QoQ +348.08% (+$1.4M) YoY-
(AVDEcusip025072703)	27.8K	QoQ -5.15% (-1.5K) YoY-	All Managers (Combined)	$1.8M	QoQ +2.42% (-$43.6K) YoY-
(cusip09290C103)✕	37.6K	QoQ -32.10% (-17.8K) YoY-	All Managers (Combined)	$1.8M	QoQ -35.40% (-$1.0M) YoY-
Walmart Inc.(WMTcusip931142103)	19.9K	QoQ -26.82% (-7.3K) YoY-	All Managers (Combined)	$1.8M	QoQ -25.68% (-$631.7K) YoY-
(cusip464288877)✕	30.9K	QoQ -20.25% (-7.9K) YoY-	All Managers (Combined)	$1.8M	QoQ -10.42% (-$212.0K) YoY-
(IEFAcusip46432F842)	23.3K	QoQ +47.02% (+7.4K) YoY-	All Managers (Combined)	$1.8M	QoQ +60.29% (+$670.3K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	5.8K	QoQ +394.76% (+4.6K) YoY-	All Managers (Combined)	$1.7M	QoQ +515.27% (+$1.5M) YoY-
(VGKcusip922042874)	23.5K	QoQ NEW(+23.5K) YoY-	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY-
(cusip00110G408)✕	81.1K	QoQ +25.66% (+16.6K) YoY-	All Managers (Combined)	$1.7M	QoQ +41.70% (+$497.6K) YoY-
(cusip00162Q528)✕	31.7K	QoQ -5.16% (-1.7K) YoY-	All Managers (Combined)	$1.7M	QoQ -9.90% (-$185.1K) YoY-
(cusip97717Y477)✕	38.2K	QoQ +13.96% (+4.7K) YoY-	All Managers (Combined)	$1.7M	QoQ +1.56% (+$25.9K) YoY-