Bison Wealth, LLC - Portfolio overview
Bison Wealth, LLC has 318 reported holdings in this dataset, with the latest filing dated 2025-02-14.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- OVL - LISTED FD TR, 5.52%
- IEF - ISHARES TR, 4.32%
- AAPL - APPLE INC, 3.73%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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