Bison Wealth, LLC New Holdings in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
194K
New
$23.29 - $23.93 $4.52M - $4.65M
194K $4.56M
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
385K
New
$10.71 - $11.38 $4.12M - $4.38M
385K $4.24M
FTNT
Fortinet, Inc.

Technology
6.19K
New
$76.49 - $99.21 $474K - $615K
6.19K $585K
O
Realty Income Corp

Real Estate
10.7K
New
$51.76 - $64.71 $553K - $692K
10.7K $571K
MUB
Ishares National Muni Bond ETF

ETFs
4.85K
New
$105.78 - $108.7 $513K - $527K
4.85K $516K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.87K
New
$198.04 - $221.51 $370K - $414K
1.87K $392K
CMS
Cms Energy Corp

Utilities
4.68K
New
$65.76 - $71.94 $308K - $337K
4.68K $312K
UAL
United Airlines Holdings, Inc.

Industrials
2.53K
New
$55.62 - $102.44 $141K - $260K
2.53K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
845
New
$285.5 - $335.62 $241K - $284K
845 $245K
APP
App Lovin Corp

Technology
737
New
$130.67 - $401.5 $96.3K - $296K
737 $238K
SLV
I Shares Silver Trust

ETFs
9.05K
New
$26.33 - $31.74 $238K - $287K
9.05K $238K
RECS
Columbia ETF Tr I

ETFs
6.85K
New
$33.61 - $36.42 $230K - $249K
6.85K $237K
DDOG
Datadog, Inc.

Technology
1.6K
New
$113.98 - $168.65 $182K - $269K
1.6K $227K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.23K
New
$129.13 - $198.21 $159K - $243K
1.23K $227K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.71K
New
$55.73 - $66.16 $207K - $245K
3.71K $223K
JEF
Jefferies Financial Group Inc.

Financial Services
2.86K
New
$61.95 - $81.75 $177K - $233K
2.86K $223K
KKR
Kkr & Co. Inc.

Financial Services
1.47K
New
$129.87 - $162.87 $191K - $240K
1.47K $217K
GILD
Gilead Sciences, Inc.

Healthcare
2.33K
New
$83.95 - $97.9 $195K - $228K
2.33K $215K
CINF
Cincinnati Financial Corp

Financial Services
1.46K
New
$132.86 - $160.16 $194K - $234K
1.46K $210K
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
1.42K
New
$140.45 - $159.25 $199K - $226K
1.42K $209K
SEIC
Sei Investments CO

Financial Services
2.51K
New
$69.36 - $86.58 $174K - $217K
2.51K $207K
MELI
Mercadolibre Inc

Consumer Cyclical
121
New
$1666.0 - $2117.3 $202K - $256K
121 $205K
SOXX
Ishares Semiconductor ETF

ETFs
933
New
$211.27 - $239.8 $197K - $224K
933 $201K
TLSA
Tiziana Life Sciences LTD

Healthcare
42.8K
New
$0.67 - $1.18 $28.7K - $50.5K
42.8K $29K
First Tr Exchng Traded Fd Vi
8.3K
New
N/A
8.3K $0
Morgan Stanley ETF Trust
6.3K
New
N/A
6.3K $0
Blackrock Inc
1.05K
New
N/A
1.05K $0
Ishares Bitcoin Trust ETF
59.2K
New
N/A
59.2K $0
Arista Networks Inc
2.27K
New
N/A
2.27K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
55K
New
N/A
55K $0
Cava Group Inc
1.84K
New
N/A
1.84K $0
Activity Summary
Buys All Purchases 128 New Holdings 32 Increased Positions 96 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 1 Puts 0
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