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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bison-Wealth-Llc
Data Enrichment
46% identified180 identified215 unidentified
Holdings
395 positions • $1.1B total value
Manager:
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Page 7 of 20
33740U737
Shares:42.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
97717X578
Shares:50.2K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
45782C508
Shares:37.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
45783Y814
Shares:33.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
464288679
Shares:13.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
97717W281
Shares:30.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
97717W125
Shares:42.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
45782C573
Shares:38.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
78468R788
Shares:34.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.1B)
46434V613
Shares:28.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
46137V464
Shares:11.2K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
33740F615
Shares:33.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
97717Y683
Shares:64.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.1B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740U737)✕ | 42.2K | YoY- | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY- |
(cusip97717X578)✕ | 50.2K | YoY- | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.1B) | YoY- |
(cusip45782C508)✕ | 37.3K | YoY- | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY- |
(cusip45783Y814)✕ | 33.9K | YoY- | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY- |
(cusip464288679)✕ | 13.5K | QoQ NEW(+13.5K) YoY- | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | QoQ NEW(+$1.5M) YoY- |
(cusip97717W281)✕ | 30.0K | YoY- | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY- |
| 4.9K | YoY- | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.1B) | YoY- | |
(cusip97717W125)✕ | 42.4K | YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY- |
| 4.8K | YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY- | |
(cusip45782C573)✕ | 38.6K | QoQ -0.19% (-74)YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY- |
| 3.3K | YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY- | |
| 24.6K | YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | YoY- | |
(cusip78468R788)✕ | 34.1K | QoQ NEW(+34.1K) YoY- | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.1B) | QoQ NEW(+$1.4M) YoY- |
(cusip46434V613)✕ | 28.7K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- |
| 8.9K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- | |
(cusip46137V464)✕ | 11.2K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- |
(cusip33740F615)✕ | 33.8K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- |
(cusip97717Y683)✕ | 64.6K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- |
| 12.3K | YoY- | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.1B) | YoY- | |
CAMECO CORP(CCJcusip13321L108) | 27.8K | QoQ NEW(+27.8K) YoY- | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.1B) | QoQ NEW(+$1.2M) YoY- |