Lakeview Capital Partners
Latest statistics and disclosures from Bison Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are OVL, AAPL, MSFT, BHVN, QQQ, and represent 14.99% of Bison Wealth's stock portfolio.
- Added to shares of these 10 stocks: OVL (+$12M), NVDA (+$12M), Managed Portfolio Ser (+$10M), SGOL (+$9.1M), XLRE (+$8.9M), SPEU, AVGO, SCHD, BIL, IVV.
- Started 74 new stock positions in RDVI, CBAN, VTRS, ORLY, UVSP, LULU, AA, SSO, Portage Biotech, FBTC.
- Reduced shares in these 10 stocks: AAPL (-$19M), FLJP (-$8.4M), VGK (-$5.5M), AMZN, PID, OVLH, SPGP, GS, AXP, IEF.
- Sold out of its positions in AMLP, ALK, ARCC, BCE, CINF, CMA, STZ, DAL, DFUV, SPDN.
- Bison Wealth was a net seller of stock by $-18M.
- Bison Wealth has $633M in assets under management (AUM), dropping by 2.29%.
- Central Index Key (CIK): 0001633172
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Portfolio Holdings for Bison Wealth
Bison Wealth holds 413 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Listed Fd Tr Shares Lag Cap (OVL) | 3.7 | $24M | +102% | 506k | 46.48 |
|
| Apple (AAPL) | 3.4 | $22M | -46% | 93k | 233.00 |
|
| Microsoft Corporation (MSFT) | 3.1 | $20M | -4% | 45k | 430.30 |
|
| Biohaven (BHVN) | 2.6 | $17M | 331k | 49.97 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $14M | -8% | 28k | 488.08 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $13M | +835% | 107k | 121.44 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $11M | +70% | 132k | 84.53 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $11M | +24% | 19k | 573.78 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $11M | -13% | 52k | 210.86 |
|
| Amazon (AMZN) | 1.7 | $11M | -28% | 56k | 186.33 |
|
| Managed Portfolio Series Kensington Hedge | 1.6 | $10M | NEW | 407k | 25.29 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.6 | $10M | +54% | 112k | 91.81 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $9.7M | -20% | 98k | 98.12 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.5 | $9.6M | -5% | 142k | 67.51 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 1.5 | $9.4M | +3168% | 374k | 25.13 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.4 | $8.9M | NEW | 198k | 44.67 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.4 | $8.7M | -4% | 191k | 45.51 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.1 | $7.1M | +38% | 19k | 375.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $7.0M | -25% | 42k | 167.19 |
|
| Home Depot (HD) | 1.1 | $6.9M | -22% | 17k | 405.22 |
|
| UnitedHealth (UNH) | 1.0 | $6.1M | +11% | 10k | 584.70 |
|
| Meta Platforms Cl A (META) | 0.9 | $5.9M | +5% | 10k | 572.47 |
|
| Listed Fd Tr Shares Core Bd (OVB) | 0.9 | $5.6M | +15% | 258k | 21.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.2M | +4% | 32k | 165.85 |
|
| Broadcom (AVGO) | 0.8 | $5.2M | +1185% | 30k | 172.50 |
|
| Listed Fd Tr Shares Foreign (OVF) | 0.8 | $5.1M | +7% | 194k | 26.39 |
|
| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.8 | $4.9M | NEW | 110k | 44.42 |
|
| Wal-Mart Stores (WMT) | 0.7 | $4.4M | -16% | 54k | 80.75 |
|
| ConocoPhillips (COP) | 0.7 | $4.3M | +4% | 41k | 105.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.2M | -29% | 9.2k | 460.31 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.6 | $3.9M | -58% | 55k | 71.10 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.9M | -9% | 4.4k | 885.94 |
|
| United Parcel Service CL B (UPS) | 0.6 | $3.9M | +6% | 28k | 136.34 |
|
| Abbvie (ABBV) | 0.6 | $3.8M | +3% | 19k | 197.49 |
|
| Listed Fd Tr Shares Sml Cap (OVS) | 0.6 | $3.8M | +14% | 105k | 36.18 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.6 | $3.7M | +9% | 67k | 55.70 |
|
| Visa Com Cl A (V) | 0.6 | $3.7M | +22% | 13k | 274.97 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.6M | -21% | 31k | 117.22 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.6M | +345% | 6.3k | 576.86 |
|
| Merck & Co (MRK) | 0.6 | $3.6M | +25% | 32k | 113.56 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.5 | $3.5M | +5% | 68k | 50.74 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $3.3M | -9% | 31k | 107.65 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $3.2M | -20% | 28k | 115.30 |
|
| Vistra Energy (VST) | 0.5 | $3.1M | -28% | 26k | 118.54 |
|
| Johnson & Johnson (JNJ) | 0.5 | $3.1M | -4% | 19k | 162.07 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $3.0M | -6% | 17k | 179.16 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.5 | $3.0M | -24% | 101k | 29.29 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $2.9M | +24% | 51k | 56.57 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.9M | -5% | 17k | 173.20 |
|
| Southern Company (SO) | 0.4 | $2.8M | -26% | 32k | 90.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.8M | -28% | 5.7k | 493.81 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.8M | +954% | 16k | 179.30 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $2.8M | 25k | 110.63 |
|
|
| Listed Fd Tr Overlay Shs Shrt (OVT) | 0.4 | $2.8M | -38% | 121k | 22.82 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.7M | -6% | 33k | 83.15 |
|
| Aon Shs Cl A (AON) | 0.4 | $2.7M | +43% | 7.9k | 346.03 |
|
| Lowe's Companies (LOW) | 0.4 | $2.7M | +3% | 9.9k | 270.86 |
|
| Stryker Corporation (SYK) | 0.4 | $2.7M | +2% | 7.3k | 361.29 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $2.6M | -25% | 45k | 57.83 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $2.5M | NEW | 28k | 90.17 |
|
| Anthem (ELV) | 0.4 | $2.5M | -4% | 4.8k | 520.06 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.4M | -29% | 60k | 39.68 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.4M | +21% | 4.5k | 527.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.4M | -6% | 57k | 41.77 |
|
| Shell Spon Ads (SHEL) | 0.4 | $2.4M | +2% | 36k | 65.95 |
|
| Abbott Laboratories (ABT) | 0.4 | $2.3M | -15% | 20k | 114.01 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $2.3M | NEW | 43k | 53.70 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $2.2M | -7% | 3.8k | 584.60 |
|
| Wells Fargo & Company (WFC) | 0.3 | $2.2M | -16% | 39k | 56.49 |
|
| Amgen (AMGN) | 0.3 | $2.2M | +5% | 6.8k | 322.25 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $2.2M | +88% | 43k | 50.88 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.3 | $2.2M | -8% | 48k | 45.24 |
|
| Ge Vernova (GEV) | 0.3 | $2.2M | NEW | 8.5k | 254.98 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.2M | 13k | 170.41 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.1M | -49% | 2.4k | 886.58 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.1M | +12% | 10k | 206.57 |
|
| Nextera Energy (NEE) | 0.3 | $2.1M | +4% | 25k | 84.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $2.1M | -3% | 12k | 173.67 |
|
| Aercap Holdings Nv SHS (AER) | 0.3 | $2.0M | 22k | 94.72 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.3 | $2.0M | +65% | 41k | 48.95 |
|
| Sap Se Spon Adr (SAP) | 0.3 | $2.0M | +5% | 8.7k | 229.10 |
|
| Coca-Cola Company (KO) | 0.3 | $2.0M | -7% | 27k | 71.86 |
|
| Listed Fd Tr Overlay (OVLH) | 0.3 | $1.9M | -62% | 56k | 33.78 |
|
| Humana (HUM) | 0.3 | $1.8M | +284% | 5.8k | 316.76 |
|
| Waste Management (WM) | 0.3 | $1.8M | -17% | 8.7k | 207.61 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $1.8M | -19% | 20k | 90.20 |
|
| Tesla Motors (TSLA) | 0.3 | $1.8M | -33% | 6.8k | 261.63 |
|
| Tyler Technologies (TYL) | 0.3 | $1.7M | -5% | 2.9k | 583.72 |
|
| Netflix (NFLX) | 0.3 | $1.7M | -34% | 2.4k | 709.56 |
|
| Kla Corp Com New (KLAC) | 0.3 | $1.7M | -8% | 2.1k | 774.64 |
|
| Wp Carey (WPC) | 0.3 | $1.6M | -2% | 26k | 62.30 |
|
| Workday Cl A (WDAY) | 0.3 | $1.6M | NEW | 6.6k | 244.42 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.6M | -16% | 18k | 87.80 |
|
| Analog Devices (ADI) | 0.3 | $1.6M | -3% | 6.9k | 230.19 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.6M | -27% | 18k | 90.80 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $1.6M | -31% | 35k | 45.49 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.6M | +9% | 7.6k | 206.38 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.2 | $1.6M | NEW | 30k | 52.98 |
|
| At&t (T) | 0.2 | $1.5M | -10% | 70k | 22.00 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | -40% | 5.4k | 283.16 |
|
| Chevron Corporation (CVX) | 0.2 | $1.5M | +7% | 10k | 147.27 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.5M | -13% | 5.0k | 304.55 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.5M | -27% | 14k | 104.24 |
|
| Capital One Financial (COF) | 0.2 | $1.5M | 9.7k | 149.73 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.4M | +32% | 8.7k | 164.08 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.2 | $1.4M | -2% | 4.4k | 324.08 |
|
| Roper Industries (ROP) | 0.2 | $1.4M | -11% | 2.5k | 556.44 |
|
| Te Connectivity Ord Shs | 0.2 | $1.4M | NEW | 9.4k | 150.99 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.4M | +2% | 12k | 121.16 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $1.4M | -32% | 30k | 45.65 |
|
| Emerson Electric (EMR) | 0.2 | $1.4M | -6% | 13k | 109.37 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.2 | $1.4M | +32% | 63k | 21.96 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $1.3M | -67% | 13k | 104.67 |
|
| Woodward Governor Company (WWD) | 0.2 | $1.3M | +40% | 7.8k | 171.51 |
|
| International Business Machines (IBM) | 0.2 | $1.3M | -30% | 6.0k | 221.11 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.3M | 5.7k | 230.50 |
|
|
| Danaher Corporation (DHR) | 0.2 | $1.3M | -8% | 4.7k | 278.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.3M | -31% | 3.7k | 353.50 |
|
| Intercontinental Exchange (ICE) | 0.2 | $1.3M | +18% | 7.9k | 160.66 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.2M | +124% | 11k | 116.97 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.2M | +32% | 16k | 78.05 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) | 0.2 | $1.2M | -24% | 37k | 33.47 |
|
| BioCryst Pharmaceuticals (BCRX) | 0.2 | $1.2M | 153k | 7.60 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $1.1M | 4.0k | 281.37 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.1M | +69% | 11k | 100.73 |
|
| American Express Company (AXP) | 0.2 | $1.1M | -71% | 4.0k | 271.25 |
|
| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 0.2 | $1.1M | +337% | 39k | 27.36 |
|
| Honeywell International (HON) | 0.2 | $1.1M | -28% | 5.1k | 206.73 |
|
| Alcoa (AA) | 0.2 | $1.1M | NEW | 27k | 38.58 |
|
| Cisco Systems (CSCO) | 0.2 | $1.0M | -37% | 20k | 53.22 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.0M | +13% | 17k | 59.51 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.0M | -9% | 1.6k | 618.81 |
|
| American Tower Reit (AMT) | 0.2 | $1.0M | -47% | 4.3k | 232.58 |
|
| Caterpillar (CAT) | 0.2 | $1.0M | -15% | 2.6k | 391.16 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $1.0M | -65% | 2.4k | 423.23 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $992k | -25% | 9.3k | 106.76 |
|
| Phillips 66 (PSX) | 0.2 | $992k | -4% | 7.5k | 131.46 |
|
| BlackRock (BLK) | 0.2 | $983k | +14% | 1.0k | 949.94 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $973k | +43% | 1.9k | 517.85 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $971k | -6% | 13k | 73.01 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $968k | +18% | 4.3k | 225.80 |
|
| Pepsi (PEP) | 0.2 | $954k | 5.6k | 170.06 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $953k | NEW | 9.9k | 96.53 |
|
| Servicenow (NOW) | 0.1 | $945k | +6% | 1.1k | 894.39 |
|
| Clean Harbors (CLH) | 0.1 | $936k | -16% | 3.9k | 241.71 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $927k | 18k | 51.54 |
|
|
| Listed Fd Tr Shares Muni Db (OVM) | 0.1 | $924k | -34% | 41k | 22.67 |
|
| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.1 | $921k | 52k | 17.58 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $911k | -33% | 3.5k | 262.13 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $898k | -24% | 9.4k | 95.75 |
|
| PNC Financial Services (PNC) | 0.1 | $888k | +24% | 4.8k | 184.85 |
|
| Godaddy Cl A (GDDY) | 0.1 | $884k | -17% | 5.6k | 156.78 |
|
| Leidos Holdings (LDOS) | 0.1 | $883k | -5% | 5.4k | 163.02 |
|
| Cameco Corporation (CCJ) | 0.1 | $882k | NEW | 19k | 47.76 |
|
| Union Pacific Corporation (UNP) | 0.1 | $881k | 3.6k | 246.52 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $867k | NEW | 16k | 55.53 |
|
| EOG Resources (EOG) | 0.1 | $847k | +16% | 6.9k | 122.94 |
|
| Jacobs Engineering Group (J) | 0.1 | $844k | +121% | 6.4k | 130.90 |
|
| Zoetis Cl A (ZTS) | 0.1 | $828k | +27% | 4.2k | 195.39 |
|
| Automatic Data Processing (ADP) | 0.1 | $826k | +100% | 3.0k | 276.77 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.1 | $820k | -5% | 22k | 38.04 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $812k | +2% | 3.3k | 243.06 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $808k | -24% | 17k | 46.52 |
|
| Qualcomm (QCOM) | 0.1 | $802k | +17% | 4.7k | 170.07 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $796k | +285% | 2.8k | 280.53 |
|
| Verizon Communications (VZ) | 0.1 | $791k | -57% | 18k | 44.91 |
|
| United Rentals (URI) | 0.1 | $790k | -29% | 975.00 | 810.17 |
|
| Allstate Corporation (ALL) | 0.1 | $786k | +24% | 4.1k | 189.65 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $765k | -46% | 3.1k | 248.62 |
|
| Genuine Parts Company (GPC) | 0.1 | $757k | -6% | 5.4k | 139.68 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $757k | -65% | 18k | 41.95 |
|
| Moody's Corporation (MCO) | 0.1 | $750k | -4% | 1.6k | 474.60 |
|
| Ishares Tr Msci Usa Sze Ft (SIZE) | 0.1 | $748k | 5.0k | 148.81 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $746k | NEW | 1.9k | 388.73 |
|
| Prudential Financial (PRU) | 0.1 | $740k | -45% | 6.1k | 121.12 |
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 0.1 | $738k | NEW | 29k | 25.64 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $736k | -2% | 20k | 37.56 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $733k | +34% | 24k | 30.83 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $721k | -41% | 15k | 47.53 |
|
| Nike CL B (NKE) | 0.1 | $715k | -8% | 8.1k | 88.40 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $711k | -3% | 3.4k | 211.83 |
|
| Philip Morris International (PM) | 0.1 | $710k | -34% | 5.8k | 121.40 |
|
| Proshares Tr Large Cap Cre (CSM) | 0.1 | $704k | -5% | 11k | 65.38 |
|
| AECOM Technology Corporation (ACM) | 0.1 | $688k | +22% | 6.7k | 103.28 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $687k | +76% | 3.6k | 189.84 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $681k | +114% | 5.3k | 128.20 |
|
| Altria (MO) | 0.1 | $674k | -46% | 13k | 51.04 |
|
| Pulte (PHM) | 0.1 | $670k | -6% | 4.7k | 143.53 |
|
| S&p Global (SPGI) | 0.1 | $664k | +36% | 1.3k | 516.72 |
|
| Palo Alto Networks (PANW) | 0.1 | $662k | -28% | 1.9k | 341.88 |
|
| Portage Biotech Shs New | 0.1 | $655k | NEW | 99k | 6.65 |
|
| Vanguard World Utilities Etf (VPU) | 0.1 | $654k | -16% | 3.8k | 174.06 |
|
| Clorox Company (CLX) | 0.1 | $651k | -13% | 4.0k | 162.94 |
|
| Target Corporation (TGT) | 0.1 | $642k | +4% | 4.1k | 155.89 |
|
| Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC) | 0.1 | $640k | -12% | 17k | 37.77 |
|
| Transmedics Group (TMDX) | 0.1 | $633k | -12% | 4.0k | 157.00 |
|
| Deere & Company (DE) | 0.1 | $632k | -3% | 1.5k | 417.45 |
|
| MiMedx (MDXG) | 0.1 | $632k | -14% | 107k | 5.91 |
|
| Progressive Corporation (PGR) | 0.1 | $632k | 2.5k | 253.80 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $632k | -6% | 3.8k | 167.67 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $626k | +31% | 7.5k | 83.63 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $623k | +4% | 4.1k | 153.71 |
|
| Global Payments (GPN) | 0.1 | $621k | 6.1k | 102.43 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $611k | NEW | 3.0k | 202.76 |
|
| Encana Corporation (OVV) | 0.1 | $607k | +18% | 16k | 38.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $603k | -71% | 3.9k | 153.15 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $597k | +141% | 6.2k | 95.96 |
|
| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.1 | $593k | 5.8k | 102.32 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $591k | -25% | 1.0k | 587.09 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $585k | -42% | 14k | 42.77 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $581k | -6% | 2.6k | 220.93 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.1 | $580k | 16k | 36.77 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $580k | -20% | 13k | 45.73 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $578k | -9% | 5.6k | 103.81 |
|
| Skyworks Solutions (SWKS) | 0.1 | $575k | -11% | 5.8k | 98.78 |
|
| Enbridge (ENB) | 0.1 | $573k | -21% | 14k | 40.61 |
|
| Textron (TXT) | 0.1 | $562k | +29% | 6.3k | 88.58 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $562k | 16k | 34.79 |
|
|
| salesforce (CRM) | 0.1 | $561k | -4% | 2.1k | 273.75 |
|
| Hess (HES) | 0.1 | $557k | NEW | 4.1k | 135.81 |
|
| Lululemon Athletica (LULU) | 0.1 | $556k | NEW | 2.1k | 271.35 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR) | 0.1 | $549k | -11% | 16k | 35.49 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.1 | $548k | +107% | 35k | 15.76 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $545k | -11% | 11k | 50.50 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $543k | +3% | 34k | 16.05 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $540k | -3% | 4.8k | 111.86 |
|
| Kroger (KR) | 0.1 | $535k | -2% | 9.3k | 57.30 |
|
| Paychex (PAYX) | 0.1 | $526k | +5% | 3.9k | 134.21 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $526k | -12% | 6.9k | 76.71 |
|
| Univest Corp. of PA (UVSP) | 0.1 | $524k | NEW | 19k | 28.14 |
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $524k | +12% | 9.0k | 58.19 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $507k | 5.6k | 91.32 |
|
|
| Norfolk Southern (NSC) | 0.1 | $506k | -8% | 2.0k | 248.51 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $498k | -23% | 3.5k | 142.29 |
|
| Medtronic SHS (MDT) | 0.1 | $493k | -3% | 5.5k | 90.04 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $490k | NEW | 2.2k | 223.09 |
|
| Ge Aerospace Com New (GE) | 0.1 | $488k | -78% | 2.6k | 188.62 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $488k | -48% | 2.8k | 174.57 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.1 | $486k | -6% | 4.8k | 102.03 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $484k | NEW | 7.4k | 65.16 |
|
| Applied Materials (AMAT) | 0.1 | $481k | +7% | 2.4k | 202.09 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $479k | -8% | 8.4k | 57.24 |
|
| Discover Financial Services (DFS) | 0.1 | $476k | +49% | 3.4k | 140.30 |
|
| AFLAC Incorporated (AFL) | 0.1 | $472k | 4.2k | 111.80 |
|
|
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.1 | $467k | 8.8k | 53.14 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $467k | -26% | 9.4k | 49.70 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $465k | 11k | 40.88 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $464k | -78% | 13k | 37.20 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE) | 0.1 | $461k | NEW | 15k | 30.24 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $460k | +1218% | 2.7k | 168.65 |
|
| Valero Energy Corporation (VLO) | 0.1 | $459k | +2% | 3.4k | 135.03 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $457k | -12% | 3.7k | 122.50 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $455k | NEW | 9.1k | 49.92 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $454k | NEW | 717.00 | 632.53 |
|
| Eaton Corp SHS (ETN) | 0.1 | $451k | -35% | 1.4k | 331.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.1 | $443k | -13% | 14k | 32.37 |
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $441k | +14% | 16k | 27.57 |
|
| Dominion Resources (D) | 0.1 | $437k | +9% | 7.6k | 57.79 |
|
| General Mills (GIS) | 0.1 | $433k | -63% | 5.9k | 73.86 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $429k | NEW | 8.1k | 52.81 |
|
| Kinder Morgan (KMI) | 0.1 | $420k | -28% | 19k | 22.09 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $419k | -4% | 21k | 19.73 |
|
| W.W. Grainger (GWW) | 0.1 | $417k | NEW | 401.00 | 1038.81 |
|
| Enterprise Products Partners (EPD) | 0.1 | $414k | -40% | 14k | 29.11 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $413k | -11% | 4.4k | 93.13 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $412k | NEW | 16k | 26.10 |
|
| Tractor Supply Company (TSCO) | 0.1 | $410k | -48% | 1.4k | 291.12 |
|
| Micron Technology (MU) | 0.1 | $410k | NEW | 3.9k | 103.73 |
|
| Pfizer (PFE) | 0.1 | $409k | -23% | 14k | 28.94 |
|
| Republic Services (RSG) | 0.1 | $399k | +18% | 2.0k | 200.84 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.1 | $396k | -13% | 8.7k | 45.70 |
|
| Boeing Company (BA) | 0.1 | $395k | -21% | 2.6k | 152.04 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $395k | -5% | 7.6k | 51.75 |
|
| Fiserv (FI) | 0.1 | $392k | NEW | 2.2k | 179.65 |
|
| Ishares Tr Blockchain & Tec (IBLC) | 0.1 | $391k | 13k | 29.53 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $388k | +20% | 3.3k | 118.65 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $387k | NEW | 2.7k | 142.09 |
|
| Hershey Company (HSY) | 0.1 | $385k | -4% | 2.0k | 191.78 |
|
| Starbucks Corporation (SBUX) | 0.1 | $385k | -15% | 3.9k | 97.51 |
|
| First Tr Inter Duration Pfd & Income (FPF) | 0.1 | $383k | -40% | 20k | 19.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $382k | NEW | 6.1k | 62.33 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.1 | $382k | NEW | 20k | 19.35 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.1 | $380k | NEW | 15k | 24.64 |
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $378k | -10% | 3.3k | 113.02 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $375k | +49% | 3.4k | 109.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) | 0.1 | $372k | 9.7k | 38.37 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $366k | NEW | 2.3k | 161.86 |
|
| Kayne Anderson MLP Investment (KYN) | 0.1 | $360k | 33k | 11.00 |
|
|
| Victory Portfolios Ii Short Trm Bd Etf (USTB) | 0.1 | $356k | -23% | 7.0k | 50.81 |
|
| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.1 | $356k | NEW | 9.4k | 37.96 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $355k | +31% | 3.6k | 98.81 |
|
| Ball Corporation (BALL) | 0.1 | $355k | +59% | 5.2k | 67.91 |
|
| Goldman Sachs (GS) | 0.1 | $350k | -88% | 707.00 | 495.32 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV) | 0.1 | $350k | 10k | 33.63 |
|
|
| Travelers Companies (TRV) | 0.1 | $349k | -8% | 1.5k | 234.20 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $344k | NEW | 4.7k | 72.63 |
|
| On Hldg Namen Akt A (ONON) | 0.1 | $344k | NEW | 6.8k | 50.15 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $343k | +5% | 4.7k | 73.67 |
|
| First Tr Multi Cap Growth Al Com Shs (FAD) | 0.1 | $342k | -4% | 2.6k | 133.62 |
|
| 3M Company (MMM) | 0.1 | $341k | -30% | 2.5k | 136.70 |
|
| TJX Companies (TJX) | 0.1 | $341k | -72% | 2.9k | 117.55 |
|
| Cummins (CMI) | 0.1 | $337k | -10% | 1.0k | 324.09 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $337k | +4% | 7.4k | 45.32 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $336k | -3% | 5.5k | 61.11 |
|
| PIMCO Strategic Global Government Fund (RCS) | 0.1 | $336k | +3% | 44k | 7.69 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $333k | -20% | 15k | 21.93 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $328k | 6.4k | 51.50 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $328k | 3.9k | 83.23 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $324k | -15% | 1.1k | 302.42 |
|
| South State Corporation (SSB) | 0.1 | $323k | -43% | 3.3k | 97.21 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $322k | +30% | 609.00 | 528.36 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $319k | +18% | 829.00 | 384.38 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $318k | -52% | 5.4k | 59.21 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.0 | $315k | -14% | 6.6k | 47.54 |
|
| Albemarle Corporation (ALB) | 0.0 | $311k | +31% | 3.3k | 94.71 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $309k | NEW | 9.3k | 33.23 |
|
| Simon Property (SPG) | 0.0 | $305k | -9% | 1.8k | 169.09 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $304k | NEW | 4.9k | 62.69 |
|
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.0 | $303k | -65% | 3.0k | 99.56 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $300k | NEW | 5.1k | 59.23 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $300k | +32% | 5.2k | 57.42 |
|
| Fastenal Company (FAST) | 0.0 | $300k | -10% | 4.2k | 71.43 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $297k | NEW | 3.7k | 80.31 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $296k | -60% | 3.0k | 98.11 |
|
| Vulcan Materials Company (VMC) | 0.0 | $295k | NEW | 1.2k | 250.43 |
|
| Calamos Conv & High Income F Com Shs (CHY) | 0.0 | $294k | -6% | 25k | 11.93 |
|
| American Water Works (AWK) | 0.0 | $294k | -46% | 2.0k | 146.27 |
|
| Constellation Energy (CEG) | 0.0 | $294k | NEW | 1.1k | 260.02 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.0 | $290k | +2% | 9.2k | 31.63 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.0 | $290k | -2% | 5.0k | 58.28 |
|
| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.0 | $287k | -46% | 6.7k | 42.84 |
|
| Grayscale Ethereum Tr Eth SHS (ETHE) | 0.0 | $286k | NEW | 13k | 21.89 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $279k | -20% | 9.2k | 30.28 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $279k | NEW | 1.5k | 187.59 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $279k | -35% | 5.8k | 48.15 |
|
| Dow (DOW) | 0.0 | $275k | -55% | 5.0k | 54.64 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $274k | -30% | 9.3k | 29.53 |
|
| Regions Financial Corporation (RF) | 0.0 | $274k | -11% | 12k | 23.33 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $273k | NEW | 4.5k | 61.08 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $270k | +4% | 7.4k | 36.44 |
|
| Copart (CPRT) | 0.0 | $269k | +15% | 5.1k | 52.40 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $267k | NEW | 3.2k | 82.95 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $265k | -42% | 2.0k | 135.48 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $265k | -96% | 8.7k | 30.42 |
|
| Western Asset Managed Municipals Fnd (MMU) | 0.0 | $265k | -15% | 24k | 10.84 |
|
| Walt Disney Company (DIS) | 0.0 | $263k | -16% | 2.7k | 96.21 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $263k | NEW | 2.2k | 117.66 |
|
| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $261k | -48% | 10k | 25.09 |
|
| CSX Corporation (CSX) | 0.0 | $259k | -15% | 7.5k | 34.53 |
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $258k | NEW | 3.3k | 77.29 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $257k | -51% | 1.7k | 154.07 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $257k | -32% | 2.4k | 106.19 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $253k | -29% | 4.6k | 54.69 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $253k | -12% | 896.00 | 282.28 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.0 | $252k | -2% | 4.9k | 51.96 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $252k | NEW | 4.8k | 52.58 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.0 | $251k | -60% | 3.1k | 81.79 |
|
| Landstar System (LSTR) | 0.0 | $250k | 1.3k | 188.89 |
|
|
| RBB Motley Fol Etf (TMFC) | 0.0 | $249k | +2% | 4.4k | 56.25 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $246k | -83% | 6.0k | 41.16 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $245k | NEW | 4.5k | 54.93 |
|
| Uber Technologies (UBER) | 0.0 | $237k | -69% | 3.2k | 75.17 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $236k | NEW | 165.00 | 1427.13 |
|
| L3harris Technologies (LHX) | 0.0 | $234k | -67% | 984.00 | 238.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $234k | NEW | 4.9k | 47.86 |
|
| Paypal Holdings (PYPL) | 0.0 | $233k | -9% | 3.0k | 78.03 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $232k | -9% | 9.9k | 23.45 |
|
| Steris Shs Usd (STE) | 0.0 | $232k | NEW | 956.00 | 242.54 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $230k | NEW | 2.2k | 104.22 |
|
| Colony Bank (CBAN) | 0.0 | $230k | NEW | 15k | 15.52 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $226k | -17% | 1.1k | 200.42 |
|
| Fidus Invt (FDUS) | 0.0 | $226k | -7% | 12k | 19.60 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $225k | NEW | 660.00 | 340.48 |
|
| First Tr Exchange Traded Finls Alphadex (FXO) | 0.0 | $224k | -22% | 4.4k | 51.14 |
|
| Saia (SAIA) | 0.0 | $223k | -8% | 510.00 | 437.26 |
|
| Flaherty & Crumrine Dynamic SHS (DFP) | 0.0 | $223k | 10k | 21.50 |
|
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $222k | +4% | 35k | 6.35 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $222k | NEW | 7.0k | 31.78 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $220k | NEW | 3.3k | 67.27 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $220k | -18% | 3.5k | 62.88 |
|
| Blackstone Long Short Cr Com Shs Bn Int (BGX) | 0.0 | $220k | -11% | 17k | 12.79 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $219k | NEW | 2.0k | 109.65 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.0 | $217k | -44% | 8.6k | 25.32 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $217k | NEW | 2.4k | 90.42 |
|
| O'reilly Automotive (ORLY) | 0.0 | $213k | NEW | 185.00 | 1151.60 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $212k | -70% | 1.1k | 198.19 |
|
| Abrdn Healthcare Opportuniti SHS (THQ) | 0.0 | $212k | NEW | 9.6k | 22.08 |
|
| Intel Corporation (INTC) | 0.0 | $212k | -24% | 9.0k | 23.46 |
|
| Dupont De Nemours (DD) | 0.0 | $211k | NEW | 2.4k | 89.13 |
|
| Packaging Corporation of America (PKG) | 0.0 | $211k | NEW | 977.00 | 215.48 |
|
| Carrier Global Corporation (CARR) | 0.0 | $210k | NEW | 2.6k | 80.51 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $210k | -83% | 3.9k | 54.48 |
|
| Hartford Financial Services (HIG) | 0.0 | $210k | -20% | 1.8k | 117.61 |
|
| Intuit (INTU) | 0.0 | $209k | -42% | 336.00 | 621.28 |
|
| IDEX Corporation (IEX) | 0.0 | $208k | -23% | 970.00 | 214.50 |
|
| Amentum Holdings | 0.0 | $208k | NEW | 6.4k | 32.25 |
|
| Public Storage (PSA) | 0.0 | $203k | -20% | 559.00 | 363.87 |
|
| Edwards Lifesciences (EW) | 0.0 | $203k | -15% | 3.1k | 65.99 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $196k | -6% | 20k | 10.06 |
|
| Community Health Systems (CYH) | 0.0 | $182k | 30k | 6.07 |
|
|
| Viatris (VTRS) | 0.0 | $137k | NEW | 12k | 11.61 |
|
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $135k | -11% | 33k | 4.05 |
|
| Ford Motor Company (F) | 0.0 | $126k | -20% | 12k | 10.56 |
|
| Haleon Spon Ads (HLN) | 0.0 | $118k | 11k | 10.58 |
|
|
| Transocean Registered Shs (RIG) | 0.0 | $116k | NEW | 27k | 4.25 |
|
| Abacus Life Cl A (ABL) | 0.0 | $105k | NEW | 10k | 10.12 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $103k | 15k | 7.10 |
|
|
| Sandstorm Gold Com New (SAND) | 0.0 | $74k | -6% | 12k | 6.00 |
|
| Ouster Com New (OUST) | 0.0 | $74k | +9% | 12k | 6.30 |
|
| Intensity Therapeutics (INTS) | 0.0 | $67k | 17k | 3.82 |
|
|
| Grayscale Bitcoin Mini Tr Bt SHS | 0.0 | $60k | NEW | 11k | 5.63 |
|
| Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $31k | NEW | 13k | 2.44 |
|
| Prospect Cap Corp Note 6.375% 3/0 (Principal) | 0.0 | $30k | NEW | 30k | 1.00 |
|
Past Filings by Bison Wealth
SEC 13F filings are viewable for Bison Wealth going back to 2014
- Bison Wealth 2024 Q3 filed Nov. 5, 2024
- Bison Wealth 2024 Q2 filed July 31, 2024
- Bison Wealth 2024 Q1 filed May 10, 2024
- Bison Wealth 2023 Q4 filed Jan. 30, 2024
- Bison Wealth 2023 Q3 filed Nov. 13, 2023
- Bison Wealth 2023 Q2 filed Aug. 14, 2023
- Bison Wealth 2023 Q1 filed May 15, 2023
- Bison Wealth 2022 Q4 filed Feb. 10, 2023
- Bison Wealth 2022 Q3 filed Nov. 14, 2022
- Bison Wealth 2022 Q2 filed July 22, 2022
- Bison Wealth 2022 Q1 filed May 12, 2022
- Lakeview Capital Partners 2021 Q4 filed Feb. 2, 2022
- Lakeview Capital Partners 2021 Q3 filed Nov. 3, 2021
- Lakeview Capital Partners 2021 Q2 filed Aug. 2, 2021
- Lakeview Capital Partners 2021 Q1 filed May 5, 2021
- Lakeview Capital Partners 2020 Q4 filed Feb. 11, 2021