SEC Form 13F

Bison Wealth, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-15
Reported value$453,958,810
Positions319

Largest disclosed positions

IssuerTickerClassReported valueReported amount
LISTED FD TROVLSHARES LAG CAP$25,059,306537,292
ISHARES TRIEF7-10 YR TRSY BD$19,602,060212,029
APPLE INCAAPLCOM$16,913,70967,541
INVESCO QQQ TRQQQUNIT SER 1$13,559,94726,524
NVIDIA CORPORATIONNVDACOM$12,923,12196,233
BIOHAVEN LTDBHVNCOM$12,416,186332,428
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$12,058,878441,394
MICROSOFT CORPMSFTCOM$10,472,14324,845
MANAGED PORTFOLIO SERIESKHPIKENSINGTON HEDGE$10,252,307405,711
SPDR SER TRSPLGPORTFOLIO S&P500$9,854,152142,938

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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