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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97717W547

Shares:14.9K

Value:$1.2M

92189H748

Shares:23.0K

Value:$1.2M

45782C797

Shares:31.1K

Value:$1.2M

45782C409

Shares:25.8K

Value:$1.2M

45782C813

Shares:30.0K

Value:$1.2M

45782C771

Shares:28.6K

Value:$1.2M

45782C789

Shares:27.8K

Value:$1.2M

45782C870

Shares:33.6K

Value:$1.2M

45782C888

Shares:28.1K

Value:$1.2M

CHEVRON CORP

CVX|166764100

Shares:8.1K

Value:$1.2M

464287721

Shares:8.3K

Value:$1.2M

46141T117

Shares:80.0K

Value:$1.2M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.4K

Value:$1.1M

MORGAN STANLEY

MS|617446448

Shares:9.7K

Value:$1.1M

33740F458

Shares:29.5K

Value:$1.1M

92203J407

BNDX|92203J407

Shares:22.4K

Value:$1.1M

336917109

Shares:25.1K

Value:$1.1M

464285204

Shares:17.4K

Value:$1.1M

97717X172

Shares:23.9K

Value:$1.1M

33740F243

Shares:52.8K

Value:$1.1M

Instrument	Shares		Other Manager	Value
(cusip97717W547)✕	14.9K	QoQ NEW(+14.9K) YoY-	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY-
(cusip92189H748)✕	23.0K	QoQ NEW(+23.0K) YoY-	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY-
(cusip45782C797)✕	31.1K	QoQ +5.06% (+1.5K) YoY-	All Managers (Combined)	$1.2M	QoQ +3.16% (+$37.0K) YoY-
(cusip45782C409)✕	25.8K	QoQ +3.09% (+776) YoY-	All Managers (Combined)	$1.2M	QoQ +0.26% (+$3.2K) YoY-
(cusip45782C813)✕	30.0K	QoQ -11.61% (-3.9K) YoY-	All Managers (Combined)	$1.2M	QoQ -13.71% (-$191.5K) YoY-
(cusip45782C771)✕	28.6K	QoQ +5.21% (+1.4K) YoY-	All Managers (Combined)	$1.2M	QoQ +2.31% (+$27.2K) YoY-
(cusip45782C789)✕	27.8K	QoQ -6.61% (-2.0K) YoY-	All Managers (Combined)	$1.2M	QoQ -9.51% (-$126.4K) YoY-
(cusip45782C870)✕	33.6K	QoQ -3.43% (-1.2K) YoY-	All Managers (Combined)	$1.2M	QoQ -6.18% (-$79.0K) YoY-
(cusip45782C888)✕	28.1K	QoQ +3.61% (-978) YoY-	All Managers (Combined)	$1.2M	QoQ -0.69% (-$8.3K) YoY-
CHEVRON CORP(CVXcusip166764100)	8.1K	QoQ +196.60% (+5.4K) YoY-	All Managers (Combined)	$1.2M	QoQ +198.34% (+$787.7K) YoY-
(cusip464287721)✕	8.3K	QoQ +13.33% (-979) YoY-	All Managers (Combined)	$1.2M	QoQ -0.22% (-$2.6K) YoY-
(cusip46141T117)✕	80.0K	QoQ -6.58% (-5.6K) YoY-	All Managers (Combined)	$1.2M	QoQ -6.58% (-$81.7K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY-
MORGAN STANLEY(MScusip617446448)	9.7K	QoQ NEW(+9.7K) YoY-	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY-
(cusip33740F458)✕	29.5K	QoQ -6.55% (-2.1K) YoY-	All Managers (Combined)	$1.1M	QoQ -6.36% (-$75.5K) YoY-
(BNDXcusip92203J407)	22.4K	QoQ -10.28% (-2.6K) YoY-	All Managers (Combined)	$1.1M	QoQ -10.70% (-$131.1K) YoY-
(cusip336917109)✕	25.1K	QoQ -9.07% (-2.5K) YoY-	All Managers (Combined)	$1.1M	QoQ -1.89% (-$21.1K) YoY-
(cusip464285204)✕	17.4K	QoQ NEW(+17.4K) YoY-	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY-
(cusip97717X172)✕	23.9K	QoQ -14.37% (-4.0K) YoY-	All Managers (Combined)	$1.1M	QoQ -14.45% (-$181.8K) YoY-
(cusip33740F243)✕	52.8K	QoQ +1.79% (-931) YoY-	All Managers (Combined)	$1.1M	QoQ -3.36% (-$37.2K) YoY-