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Showing Q4 2024 data
Bison Wealth, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Bison Wealth, LLC
•CIK: 1633172•Filing: Q4 2024
**Bison Wealth, LLC** manages $454M across a diversified portfolio of 319 positions. The fund exhibits significant allocations to technology and fixed income, notably holding OVL at $25.1M and IEF at $19.6M. Key technology exposures include AAPL ($16.9M), NVDA ($12.9M), and MSFT ($10.5M). This structure suggests a tactical blend of growth equity and defensive fixed income strategies.
Total AUM
$453.9M
QoQ Performance
-26.7%
Positions
226
Top 10 Concentration
33.7%
Latest Filing
Q4 2024
Top Holdings Allocation
OVL
OVL5.5%
IEF4.3%
AAPL3.7%
NDQ3.0%
NVDA2.8%
BHVN2.7%
SCHD2.7%
MSFT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.5%
Technology14.2%
Consumer4.5%
Financial3.3%
ETF2.9%
Healthcare2.8%
Industrial1.6%
Utilities1.1%
🚪 Exited Positionssold since Q3 2024
+216 more exited positions
Changes from Q3 2024
NEW9 new positions
↑72 increased
↓114 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023