Bison Wealth, LLC Incresed Positions in Q3 2024

Bison Wealth, LLC

  • $561 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
1.13K
+ 12.58%
$194.6 - $194.6 $219K - $219K
10.1K $1.96M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.85K
+ 5.96%
$50.32 - $50.75 $194K - $195K
68.4K $3.47M
ACM
Aecom

Industrials
1.23K
+ 22.7%
$82.37 - $103.25 $101K - $127K
6.66K $687K
SYK
Stryker Corp

Healthcare
151
+ 2.1%
$315.94 - $371.96 $47.7K - $56.2K
7.34K $2.65M
BALT
Innovator Etfs Tr
6.05K
+ 34.12%
$29.76 - $30.83 $180K - $186K
23.8K $732K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.8K
+ 31.58%
$75.32 - $84.37 $135K - $152K
7.48K $625K
DFS
Discover Financial Services

Financial Services
1.12K
+ 49.14%
$123.41 - $144.72 $138K - $162K
3.4K $476K
AMGN
Amgen Inc

Healthcare
351
+ 5.41%
$309.38 - $337.38 $109K - $118K
6.84K $2.2M
MSTR
Microstrategy Inc

Technology
2.52K
+ 1218.36%
$114.3 - $1800.09 $288K - $4.54M
2.73K $460K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.02K
+ 13.26%
$54.98 - $59.51 $111K - $120K
17.3K $1.03M
BALL
Ball Corp

Consumer Cyclical
1.94K
+ 59.1%
$58.86 - $67.91 $114K - $132K
5.23K $355K
XLK
Technology Sector Spdr

ETFs
681
+ 18.88%
$197.34 - $237.68 $134K - $162K
4.29K $968K
TXT
Textron Inc

Industrials
1.46K
+ 29.98%
$83.46 - $94.02 $122K - $138K
6.34K $561K
STX
Seagate Technology Holdings PLC

Technology
1.14K
+ 49.85%
$92.1 - $110.76 $105K - $126K
3.42K $375K
CCI
Crown Castle International Corp

Real Estate
565
+ 20.88%
$95.29 - $120.24 $53.8K - $67.9K
3.27K $388K
PGR
Progressive Corp

Financial Services
29
+ 1.18%
$209.46 - $259.24 $6.07K - $7.52K
2.49K $631K
NOC
Northrop Grumman Corp

Industrials
141
+ 30.13%
$423.73 - $533.14 $59.7K - $75.2K
609 $321K
GLD
Spdr Gold Trust

ETFs
87
+ 2.67%
$215.56 - $246.98 $18.8K - $21.5K
3.34K $812K
EOG
Eog Resources Inc

Energy
983
+ 16.64%
$117.9 - $132.65 $116K - $130K
6.89K $846K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
857
+ 31.28%
$90.87 - $102.43 $77.9K - $87.8K
3.6K $355K
D
Dominion Energy, Inc

Utilities
638
+ 9.22%
$48.01 - $58.53 $30.6K - $37.3K
7.56K $436K
AFL
Aflac Inc

Financial Services
29
+ 0.69%
$88.52 - $111.8 $2.57K - $3.24K
4.22K $471K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
108
+ 1.92%
$201.82 - $234.36 $21.8K - $25.3K
5.72K $1.32M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
187
+ 0.36%
$15.71 - $18.52 $2.94K - $3.46K
52.4K $920K
PAYX
Paychex Inc

Industrials
214
+ 5.78%
$116.17 - $135.19 $24.9K - $28.9K
3.92K $525K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.33K
+ 3.15%
$6.26 - $7.76 $8.34K - $10.3K
43.7K $335K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.04K
+ 14.6%
$26.14 - $27.97 $53.2K - $56.9K
16K $440K
RSG
Republic Services, Inc.

Industrials
311
+ 18.59%
$189.34 - $208.21 $58.9K - $64.8K
1.98K $398K
ALB
Albemarle Corp

Basic Materials
779
+ 31.05%
$72.85 - $100.09 $56.8K - $78K
3.29K $311K
IEMG
Ishares Inc

ETFs
1.28K
+ 32.57%
$53.64 - $53.64 $68.9K - $68.9K
5.23K $280K
TGT
Target Corp

Consumer Defensive
187
+ 4.76%
$133.47 - $159.25 $25K - $29.8K
4.12K $641K
VUG
Vanguard Growth ETF

ETFs
129
+ 18.43%
$341.08 - $391.94 $44K - $50.6K
829 $318K
MDLZ
Mondelez International, Inc.

Consumer Defensive
252
+ 5.72%
$64.35 - $75.71 $16.2K - $19.1K
4.66K $343K
XLF
Financial Sector Spdr

ETFs
329
+ 4.63%
$40.84 - $45.74 $13.4K - $15K
7.43K $336K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
20
+ 0.36%
$83.76 - $91.82 $1.68K - $1.84K
5.55K $507K
CGDV
Capital Group Divid Value ETF

ETFs
336
+ 4.76%
$32.96 - $36.48 $11.1K - $12.3K
7.4K $269K
PEP
Pepsico Inc

Consumer Defensive
12
+ 0.21%
$161.9 - $179.3 $1.94K - $2.15K
5.61K $954K
CPRT
Copart Inc

Consumer Cyclical
706
+ 15.95%
$49.19 - $55.54 $34.7K - $39.2K
5.13K $268K
SCHA
Schwab Strategic Tr Us Small C

ETFs
24
+ 0.38%
$46.9 - $51.96 $1.13K - $1.25K
6.38K $328K
CVX
Chevron Corp

Energy
759
+ 7.96%
$137.88 - $161.97 $105K - $123K
10.3K $1.52M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
240
+ 2.69%
$29.08 - $31.84 $6.98K - $7.64K
9.16K $289K
TTWO
Take Two Interactive Software Inc

Communication Services
159
+ 4.08%
$135.67 - $161.71 $21.6K - $25.7K
4.05K $622K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
99
+ 2.29%
$49.94 - $56.3 $4.94K - $5.57K
4.42K $248K
ET
Energy Transfer LP

Energy
1.14K
+ 3.5%
$15.43 - $16.44 $17.6K - $18.8K
33.8K $543K
USA
Liberty All Star Equity Fund

Financial Services
168
+ 1.17%
$6.43 - $7.14 $1.08K - $1.2K
14.5K $103K
QCOM
Qualcomm Inc

Technology
700
+ 17.42%
$156.12 - $209.64 $109K - $147K
4.72K $802K
Jacobs Solutions Inc
3.53K
+ 121.12%
N/A
6.45K $0
Biohaven LTD
2.84K
+ 0.87%
N/A
331K $0
2023 ETF Series Trust
29.8K
+ 337.34%
N/A
38.6K $0
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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