Bison Wealth, LLC Purchases in Q3 2024

Bison Wealth, LLC

  • $561 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
95.2K
+ 835.64%
$98.91 - $134.91 $9.41M - $12.8M
107K $12.9M
SGOL
Abrdn Gold ETF Trust

ETFs
363K
+ 3168.58%
$22.26 - $25.51 $8.07M - $9.25M
374K $9.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
198K
New
$38.04 - $45.36 $7.55M - $9M
198K $8.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.6K
+ 70.45%
$77.02 - $85.06 $4.2M - $4.64M
132K $11.2M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
110K
New
$40.63 - $44.83 $4.48M - $4.95M
110K $4.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.3K
+ 54.47%
$91.42 - $91.82 $3.6M - $3.61M
112K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
4.88K
+ 345.64%
$520.18 - $576.82 $2.54M - $2.81M
6.29K $3.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.2K
+ 954.4%
$162.64 - $179.3 $2.31M - $2.54M
15.7K $2.81M
SSO
Proshares Ultra S&P 500

ETFs
28K
New
$73.92 - $90.17 $2.07M - $2.53M
28K $2.53M
DGS
Wisdomtree Emerging Markets Sm

ETFs
42.7K
New
$48.46 - $54.37 $2.07M - $2.32M
42.7K $2.29M
WDAY
Workday, Inc.

Technology
6.59K
New
$207.75 - $264.68 $1.37M - $1.74M
6.59K $1.61M
AVGO
Broadcom Inc.

Technology
27.7K
+ 1186.0%
$136.27 - $1745.86 $3.77M - $48.3M
30K $5.18M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
+ 11.54%
$488.01 - $604.18 $528K - $653K
10.4K $6.11M
HUM
Humana Inc

Healthcare
4.28K
+ 284.64%
$310.25 - $404.52 $1.33M - $1.73M
5.79K $1.83M
AON
Aon PLC

Financial Services
2.39K
+ 43.71%
$293.16 - $351.06 $701K - $839K
7.86K $2.72M
AA
Alcoa Corp

Basic Materials
27.2K
New
$28.17 - $42.44 $767K - $1.16M
27.2K $1.05M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.2K
+ 88.15%
$50.52 - $50.95 $1.02M - $1.03M
43.1K $2.19M
META
Meta Platforms, Inc.

Communication Services
499
+ 5.07%
$453.41 - $572.44 $226K - $286K
10.3K $5.92M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.88K
New
$85.48 - $98.39 $844K - $972K
9.88K $953K
CCJ
Cameco Corp

Energy
18.5K
New
$36.9 - $53.72 $682K - $992K
18.5K $882K
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 10.42%
$517.38 - $573.86 $519K - $576K
10.6K $6.1M
V
Visa Inc.

Financial Services
2.48K
+ 22.94%
$253.74 - $291.56 $629K - $722K
13.3K $3.65M
JBBB
Janus Detroit Str Tr Henderson

ETFs
16.4K
+ 65.88%
$48.27 - $49.33 $789K - $807K
41.2K $2.02M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
13.5K
+ 14.73%
$32.42 - $36.3 $438K - $490K
105K $3.81M
TT
Trane Technologies PLC

Industrials
1.92K
New
$314.21 - $388.71 $603K - $746K
1.92K $746K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.91K
+ 124.45%
$105.53 - $118.34 $623K - $699K
10.7K $1.25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.86K
+ 24.2%
$51.29 - $56.57 $506K - $558K
50.6K $2.86M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
13.8K
+ 7.68%
$23.31 - $26.62 $322K - $368K
194K $5.12M
ABBV
Abb Vie Inc.

Healthcare
671
+ 3.59%
$163.84 - $199.33 $110K - $134K
19.3K $3.82M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.02K
New
$175.46 - $203.3 $529K - $613K
3.02K $611K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
5.72K
+ 9.3%
$50.64 - $55.7 $289K - $318K
67.2K $3.74M
LOW
Lowes Companies Inc

Consumer Cyclical
297
+ 3.08%
$213.3 - $270.78 $63.4K - $80.4K
9.93K $2.69M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.05K
New
$233.4 - $302.36 $478K - $620K
2.05K $556K
HES
Hess Corp

Energy
4.1K
New
$126.3 - $155.44 $518K - $637K
4.1K $556K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
806
+ 21.74%
$475.2 - $527.7 $383K - $425K
4.51K $2.38M
UVSP
Univest Financial Corp

Financial Services
18.6K
New
$22.22 - $29.19 $414K - $544K
18.6K $524K
CRWD
Crowd Strike Holdings, Inc.

Technology
2.1K
+ 285.85%
$217.89 - $392.15 $458K - $824K
2.84K $795K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.2K
New
$210.25 - $231.86 $461K - $509K
2.2K $489K
APH
Amphenol Corp

Technology
7.42K
New
$58.39 - $70.41 $433K - $523K
7.42K $483K
ADP
Automatic Data Processing Inc

Industrials
1.5K
+ 100.47%
$233.44 - $279.45 $349K - $418K
2.98K $825K
MRK
Merck & Co., Inc.

Healthcare
6.4K
+ 25.08%
$111.15 - $128.97 $711K - $826K
31.9K $3.63M
FCX
Freeport Mcmoran Inc

Basic Materials
9.11K
New
$39.52 - $51.92 $360K - $473K
9.11K $454K
PH
Parker Hannifin Corp

Industrials
717
New
$501.01 - $635.92 $359K - $456K
717 $452K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.43K
+ 69.54%
$100.3 - $100.74 $444K - $446K
10.8K $1.09M
VEA
Vanguard Ftse Developed Market

ETFs
8.11K
New
$47.6 - $53.31 $386K - $433K
8.11K $428K
GWW
W.W. Grainger, Inc.

Industrials
401
New
$896.19 - $1044.18 $359K - $419K
401 $416K
NEE
Nextera Energy Inc

Utilities
1.04K
+ 4.4%
$69.9 - $84.97 $72.6K - $88.2K
24.6K $2.08M
MU
Micron Technology Inc

Technology
3.95K
New
$86.27 - $136.82 $341K - $540K
3.95K $409K
ORCL
Oracle Corp

Technology
121
+ 0.96%
$125.9 - $170.35 $15.2K - $20.6K
12.7K $2.17M
Activity Summary
Buys All Purchases 187 New Holdings 74 Increased Positions 113 Sells All Sells 218 Reductions 218 Sold out 0 Options Calls 3 Puts 2
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