DOSSIER · 13F-HR · Q4 2024

Bison Wealth, LLC

Bison Wealth's asset manager based in New York, NY — $454M in tracked AUM across 320 positions as of Q4 2024.

BW

Bison Wealth·New York, NY·Asset Manager

CIK 0001633172 · last filed Dec 31, 2024

Total AUM

$454M

▲ 8.8%

vs prior

Holdings

320

—

positions

Whale Score

32

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Bison Wealth, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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