HoldingsChannel.com
Bison Wealth LLC Top Holdings
As of  06/30/2022, below is a summary of the Bison Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Bison Wealth LLC. In the Bison Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Bison Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Bison Wealth LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC      $10,626
     AAPL77,420-444$10,585
     Call300-100$41
LISTED FD TR 187,864 +147,456 $4,697
     OVLH187,864+147,456$4,697
MICROSOFT CORP 17,126 +182 $4,398
     MSFT17,126+182$4,398
JPMORGAN CHASE & CO 35,230 +2,223 $3,967
     JPM35,230+2,223$3,967
LISTED FD TR 165,295 +64,174 $3,667
     OVT165,295+64,174$3,667
AMAZON COM INC 33,804 +32,208 $3,590
     AMZN33,804+32,208$3,590
HOME DEPOT INC 12,025 +77 $3,298
     HD12,025+77$3,298
SPDR S&P 500 ETF TR (SPY)      $3,100
     SPY8,118-627$3,062
     Call100UNCH$38
INVESCO EXCHANGE TRADED FD T (RSP) 21,334 -357 $2,864
     RSP21,334-357$2,864
AMERICAN EXPRESS CO 19,829 +1 $2,749
     AXP19,829+1$2,749
LISTED FD TR 122,370 +44,547 $2,684
     OVB122,370+44,547$2,684
SOUTHERN CO 37,236 +131 $2,655
     SO37,236+131$2,655
BERKSHIRE HATHAWAY INC DEL      $2,559
     BRK.B9,372+389$2,559
WP CAREY INC 30,777 +360 $2,550
     WPC30,777+360$2,550
ISHARES TR (ICSH) 50,883 +50,883 $2,546
     ICSH50,883+50,883$2,546
JOHNSON & JOHNSON 14,110 +451 $2,505
     JNJ14,110+451$2,505
SPDR SER TR (FLRN) 80,514 +74,450 $2,424
     FLRN80,514+74,450$2,424
ISHARES GOLD TR (IAU) 68,145 +21,735 $2,338
     IAU68,145+21,735$2,338
SPDR SER TR (SPYD) 57,887 -700 $2,310
     SPYD57,887-700$2,310
EXXON MOBIL CORP 25,870 +559 $2,215
     XOM25,870+559$2,215
ABBVIE INC 13,744 +1,767 $2,105
     ABBV13,744+1,767$2,105
ISHARES TR (USMV) 27,266 +19,984 $1,914
     USMV27,266+19,984$1,914
BK OF AMERICA CORP 61,433 +4,678 $1,912
     BAC61,433+4,678$1,912
SCHWAB STRATEGIC TR 26,520 +9,568 $1,900
     SCHD26,520+9,568$1,900
UNITEDHEALTH GROUP INC 3,388 +145 $1,740
     UNH3,388+145$1,740
DUKE ENERGY CORP NEW 15,997 -701 $1,715
     DUK15,997-701$1,715
INVESCO QQQ TR 6,045 -1,187 $1,694
     QQQ6,045-1,187$1,694
ALPHABET INC 743 +52 $1,625
     GOOG743+52$1,625
LISTED FD TR 72,579 +16,944 $1,588
     OVF72,579+16,944$1,588
ARK ETF TR (ARKK) 39,733 +365 $1,585
     ARKK39,733+365$1,585
COSTCO WHSL CORP NEW 3,250 +22 $1,558
     COST3,250+22$1,558
SIMPLIFY EXCHANGE TRADED FUN (SPD) 58,225 -19,776 $1,541
     SPD58,225-19,776$1,541
AT&T INC 65,707 +7,516 $1,377
     T65,707+7,516$1,377
SELECT SECTOR SPDR TR (XLE) 18,856 +1,076 $1,348
     XLE18,856+576$1,348
PFIZER INC 24,289 +3,061 $1,273
     PFE24,289+3,061$1,273
ISHARES TR (GOVT) 53,196 +20,788 $1,271
     GOVT53,196+20,788$1,271
LOCKHEED MARTIN CORP 2,954 +339 $1,270
     LMT2,954+339$1,270
PROCTER AND GAMBLE CO 8,754 +983 $1,259
     PG8,754+983$1,259
SPDR DOW JONES INDL AVERAGE (DIA) 4,048 -335 $1,246
     DIA4,048-335$1,246
WALMART INC 10,179 -1,783 $1,238
     WMT10,179-1,783$1,238
ABBOTT LABS 11,129 +1,531 $1,209
     ABT11,129+1,531$1,209
VANGUARD INDEX FDS (VTI) 6,408 -7,498 $1,209
     VTI6,408-7,498$1,209
NEXTERA ENERGY INC 15,542 +782 $1,204
     NEE15,542+782$1,204
J P MORGAN EXCHANGE TRADED F (JQUA) 32,259 -940 $1,201
     JQUA32,259-940$1,201
VANGUARD CHARLOTTE FDS (BNDX) 23,544 -1,265 $1,166
     BNDX23,544-1,265$1,166
VERIZON COMMUNICATIONS INC 22,905 +73 $1,162
     VZ22,905+73$1,162
ALPHABET INC 467 -46 $1,018
     GOOGL467-46$1,018
MERCK & CO INC 11,002 +308 $1,003
     MRK11,002+308$1,003
GENERAL MLS INC 13,263 UNCH $1,001
     GIS13,263UNCH$1,001
LISTED FD TR 32,156 -37,019 $999
     OVL32,156-37,019$999

See Full List: All Stocks Held By Bison Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bison Wealth LLC

Size ($ in 1000's)
At 06/30/2022: $174,237
At 03/31/2022: $196,094

Bison Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bison Wealth LLC 13F filings. Link to 13F filings: SEC filings

Lakeview Capital Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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