Bison Wealth, LLC Sells in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-20.5K
- 45.17%
$406.35 - $454.46 $8.32M - $9.3M
24.8K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
-30.8K
- 59.71%
$205.18 - $250.29 $6.32M - $7.71M
20.8K $4.98M
AAPL
Apple Inc.

Technology
-25K
- 27.02%
$221.69 - $259.02 $5.54M - $6.48M
67.5K $16.9M
UNH
Unitedhealth Group Inc

Healthcare
-7.13K
- 68.25%
$485.52 - $625.25 $3.46M - $4.46M
3.32K $1.68M
AMZN
Amazon Com Inc

Consumer Cyclical
-28.3K
- 50.1%
$180.88 - $232.93 $5.11M - $6.58M
28.2K $6.18M
HD
Home Depot, Inc.

Consumer Cyclical
-9.77K
- 57.19%
$385.02 - $431.37 $3.76M - $4.21M
7.31K $2.84M
COP
Conocophillips

Energy
-35.4K
- 85.84%
$95.12 - $114.72 $3.37M - $4.06M
5.84K $579K
META
Meta Platforms, Inc.

Communication Services
-6.53K
- 63.13%
$554.08 - $632.68 $3.62M - $4.13M
3.81K $2.25M
WMT
Walmart Inc.

Consumer Defensive
-38.7K
- 71.2%
$79.1 - $95.7 $3.06M - $3.71M
15.7K $1.42M
OVF
Listed Fds Tr Overlay Shs Fore

ETFs
-84.4K
- 43.51%
$23.45 - $26.28 $1.98M - $2.22M
110K $2.57M
LLY
Eli Lilly & CO

Healthcare
-2.38K
- 54.68%
$727.2 - $932.06 $1.73M - $2.22M
1.97K $1.52M
EFG
Msci Eafe Growth ETF

ETFs
-18.8K
- 61.49%
$96.83 - $106.88 $1.83M - $2.01M
11.8K $1.14M
MA
Mastercard Inc

Financial Services
-4.43K
- 77.09%
$491.3 - $536.15 $2.18M - $2.37M
1.32K $692K
GOOG
Alphabet Inc.

Communication Services
-16K
- 38.11%
$163.08 - $198.16 $2.6M - $3.16M
25.9K $4.93M
V
Visa Inc.

Financial Services
-7.94K
- 59.84%
$273.87 - $320.91 $2.18M - $2.55M
5.33K $1.69M
ABBV
Abb Vie Inc.

Healthcare
-8.46K
- 43.74%
$164.99 - $203.87 $1.4M - $1.72M
10.9K $1.93M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.97K
- 60.13%
$244.52 - $284.07 $1.46M - $1.7M
3.96K $977K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-9.73K
- 81.93%
$172.07 - $207.36 $1.67M - $2.02M
2.15K $424K
MRK
Merck & Co., Inc.

Healthcare
-11.6K
- 36.32%
$96.31 - $114.76 $1.12M - $1.33M
20.3K $2.02M
AVGO
Broadcom Inc.

Technology
-14.3K
- 47.72%
$159.67 - $250.0 $2.29M - $3.58M
15.7K $3.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.22K
- 35.05%
$442.29 - $483.08 $1.42M - $1.55M
5.96K $2.7M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-26.7K
- 62.53%
$48.87 - $53.53 $1.3M - $1.43M
16K $782K
PG
Procter & Gamble CO

Consumer Defensive
-7.86K
- 47.6%
$161.05 - $179.7 $1.27M - $1.41M
8.65K $1.45M
ADI
Analog Devices Inc

Technology
-5.99K
- 86.18%
$206.35 - $236.48 $1.24M - $1.42M
960 $203K
WM
Waste Management Inc

Industrials
-6.59K
- 75.54%
$201.79 - $228.46 $1.33M - $1.51M
2.14K $430K
SGOL
Abrdn Gold ETF Trust

ETFs
-49.6K
- 13.26%
$24.46 - $26.62 $1.21M - $1.32M
324K $8.12M
AMGN
Amgen Inc

Healthcare
-3.13K
- 45.79%
$258.78 - $328.31 $810K - $1.03M
3.71K $965K
BAC
Bank Of America Corp

Financial Services
-33.7K
- 56.09%
$39.22 - $47.77 $1.32M - $1.61M
26.4K $1.16M
JNJ
Johnson & Johnson

Healthcare
-6.16K
- 32.36%
$143.34 - $165.86 $883K - $1.02M
12.9K $1.86M
OVS
Listed Fds Tr Overlay Shs Smal

ETFs
-30.4K
- 28.89%
$34.77 - $39.13 $1.06M - $1.19M
74.8K $2.61M
XOM
Exxon Mobil Corp

Energy
-8.31K
- 26.71%
$105.51 - $125.37 $877K - $1.04M
22.8K $2.45M
SO
Southern CO

Utilities
-11.4K
- 36.21%
$81.5 - $94.15 $930K - $1.07M
20.1K $1.65M
WFC
Wells Fargo & Company

Financial Services
-24.5K
- 62.7%
$54.98 - $77.35 $1.35M - $1.9M
14.6K $1.02M
NEE
Nextera Energy Inc

Utilities
-12.1K
- 49.15%
$69.77 - $85.43 $844K - $1.03M
12.5K $897K
GOOGL
Alphabet Inc.

Communication Services
-10.1K
- 32.11%
$161.86 - $196.66 $1.64M - $1.99M
21.4K $4.05M
ABT
Abbott Laboratories

Healthcare
-10.2K
- 50.05%
$111.93 - $119.39 $1.14M - $1.22M
10.2K $1.15M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-12.3K
- 11.0%
$91.29 - $91.8 $1.12M - $1.13M
99.3K $9.08M
DUK
Duke Energy Corp

Utilities
-8.76K
- 31.45%
$105.76 - $120.76 $927K - $1.06M
19.1K $2.06M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-18.7K
- 27.77%
$54.15 - $58.81 $1.01M - $1.1M
48.5K $2.64M
AMD
Advanced Micro Devices Inc

Technology
-5.76K
- 66.21%
$118.88 - $172.8 $684K - $995K
2.94K $354K
ACN
Accenture PLC

Technology
-2.96K
- 80.83%
$343.9 - $376.86 $1.02M - $1.12M
703 $247K
RTX
Raytheon Technologies Corp

Industrials
-8.36K
- 72.09%
$114.45 - $127.21 $956K - $1.06M
3.23K $374K
ORCL
Oracle Corp

Technology
-5.86K
- 46.0%
$165.41 - $192.43 $968K - $1.13M
6.87K $1.15M
SVOL
Simplify ETF Simplify Volatili

ETFs
-45K
- 71.9%
$20.4 - $21.93 $918K - $987K
17.6K $365K
TXN
Texas Instruments Inc

Technology
-5.13K
- 50.9%
N/A
4.95K $962K
TMUS
T Mobile Us, Inc.

Communication Services
-4.94K
- 64.74%
$206.1 - $246.94 $1.02M - $1.22M
2.69K $594K
EMR
Emerson Electric CO

Industrials
-9.33K
- 74.02%
$108.13 - $134.33 $1.01M - $1.25M
3.28K $405K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.89K
- 58.31%
$288.47 - $316.54 $835K - $916K
2.07K $599K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-26.1K
- 71.37%
$33.07 - $35.18 $862K - $917K
10.5K $348K
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
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email