StockDriftsStockDriftsTop 50 Bison Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OVL | LISTED FD TR | 5.52% | 537.3K | $25.1M | +6.27%(+31.70K) | — | 2024-12-31 | |
| IEF | ISHARES TR | 4.32% | 212.0K | $19.6M | +115.55%(+113.66K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 3.73% | 67.5K | $16.9M | -27.02%(-25.01K) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 2.99% | 26.5K | $13.6M | -5.75%(-1.62K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.85% | 96.2K | $12.9M | -9.68%(-10.31K) | — | 2024-12-31 | |
| BHVN | BIOHAVEN LTD | 2.74% | 332.4K | $12.4M | +0.44%(+1.44K) | — | 2024-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 2.66% | 441.4K | $12.1M | +234.40%(+309.40K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.31% | 24.8K | $10.5M | -45.17%(-20.47K) | — | 2024-12-31 | |
| KHPI | MANAGED PORTFOLIO SERIES | 2.26% | 405.7K | $10.3M | -0.38%(-1.53K) | — | 2024-12-31 | |
| SPLG | SPDR SER TR | 2.17% | 142.9K | $9.9M | +0.44%(+630) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bison Wealth, Llc reports $453.96M in US-listed equity holdings across 320 positions in its most recent 13F filing. Its largest disclosed positions are OVL (5.5%), IEF (4.3%) and AAPL (3.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bison Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633172). View Bison Wealth, Llc’s 13F filings on SEC