Bison Wealth, LLC — 13F holdings

Bison Wealth, LLC reported 320 holdings worth $454M in its 13F filing for Q4 2024, filed February 14, 2025.

Largest positions

1. OVL LISTED FDS TR — $25.1M (5.5%)
2. IEF ISHARES TR — $19.6M (4.3%)
3. AAPL APPLE INC — $16.9M (3.7%)
4. QQQ Invesco Qqq Tr — $13.6M (3.0%)
5. NVDA NVIDIA CORPORATION — $12.9M (2.8%)
6. BHVN BIOHAVEN LTD — $12.4M (2.7%)
7. SCHD SCHWAB STRATEGIC TR — $12.1M (2.7%)
8. MSFT MICROSOFT CORP — $10.5M (2.3%)
9. KHPI MANAGED PORTFOLIO SERIES — $10.3M (2.3%)
10. SPYM SPDR SERIES TRUST — $9.85M (2.2%)