Bison Wealth, LLC
Top Portfolio Positions
235 positions ·
$320,794,661 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
101,586 | $25,781,510 | 8.04% | |
| NVDA |
Nvidia Corp
Technology
|
115,416 | $20,128,550 | 6.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
29,052 | $16,768,233 | 5.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
25,228 | $16,406,777 | 5.11% | |
| MSFT |
Microsoft Corp
Technology
|
43,711 | $16,180,500 | 5.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,706 | $8,829,817 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
42,199 | $8,788,785 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
24,925 | $7,714,536 | 2.40% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
22,379 | $6,583,006 | 2.05% | |
| SGOL |
abrdn Gold ETF Trust
|
125,915 | $5,618,327 | 1.75% |
Portfolio Trend
6 quarters · across all stocks
Holdings in UVSP
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,462 | 18,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $609,946 | 18,630 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $559,272 | 18,630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,645 | 18,630 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $528,346 | 18,630 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||