Bison Wealth, LLC

13F filer, CIK 1845251, ATLANTA, GA

Bison Wealth, LLC reported $817,074,896 across 352 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-25. Its ten largest share positions make up 30.94% of the portfolio.

Filed 2025-02-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001493152-25-008165

Period: 2024-12-31
Reported value: $817M
Holdings: 352
Top 10 weight: 30.94%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001493152-25-008165, largest first. % of portfolio is the value over $817,074,896, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
OVTLISTED FDS TR	1,681,661	$36.9M	4.52%	Timeline
VTIVANGUARD INDEX FDS	117,467	$34M	4.17%	Timeline
GJANFIRST TR EXCHNG TRADED FD VI	734,966	$28.4M	3.48%	Timeline
PSFFPACER FDS TR	961,210	$28.2M	3.45%	Timeline
VEAVANGUARD TAX-MANAGED FDS	585,152	$28M	3.42%	Timeline
DOCTFIRST TR EXCHNG TRADED FD VI	559,698	$22M	2.7%	Timeline
OVLHLISTED FDS TR	607,993	$20.7M	2.54%	Timeline
VUGVANGUARD INDEX FDS	45,515	$18.7M	2.29%	Timeline
OVBLISTED FDS TR	887,833	$18M	2.2%	Timeline
AAPLAPPLE INC	71,467	$17.9M	2.19%	Timeline
OVLLISTED FDS TR	335,584	$15.7M	1.92%	Timeline
DSEPFIRST TR EXCHNG TRADED FD VI	370,728	$15M	1.84%	Timeline
OVMLISTED FDS TR	651,353	$14.2M	1.74%	Timeline
SPDNDIREXION SHARES ETF TRUST	1,193,472	$13.1M	1.61%	Timeline
VTVVANGUARD INDEX FDS	73,025	$12.4M	1.51%	Timeline
QQQINVESCO QQQ TR	23,936	$12.2M	1.5%	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	225,822	$11.2M	1.38%	Timeline
DMAYFIRST TR EXCHNG TRADED FD VI	273,519	$11.1M	1.36%	Timeline
PALCPACER FDS TR	226,083	$11.1M	1.36%	Timeline
AVUVAMERICAN CENTY ETF TR	110,583	$10.7M	1.31%	Timeline
VOOVANGUARD INDEX FDS	19,326	$10.4M	1.27%	Timeline
AVEMAMERICAN CENTY ETF TR	173,061	$10.2M	1.25%	Timeline
AVLVAMERICAN CENTY ETF TR	150,598	$10.1M	1.23%	Timeline
IVVISHARES TR	15,777	$9.29M	1.14%	Timeline
DJULFIRST TR EXCHNG TRADED FD VI	198,462	$8.33M	1.02%	Timeline
FMAYFIRST TR EXCHNG TRADED FD VI	166,593	$7.9M	0.97%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	13,421	$7.87M	0.96%	Timeline
MSFTMICROSOFT CORP	18,487	$7.79M	0.95%	Timeline
DNOVFIRST TR EXCHNG TRADED FD VI	154,564	$6.63M	0.81%	Timeline
FJULFIRST TR EXCHNG TRADED FD VI	134,773	$6.6M	0.81%	Timeline
DAUGFIRST TR EXCHNG TRADED FD VI	150,538	$5.97M	0.73%	Timeline
DJUNFIRST TR EXCHNG TRADED FD VI	137,129	$5.93M	0.73%	Timeline
XMARFIRST TR EXCHNG TRADED FD VI	161,970	$5.86M	0.72%	Timeline
AVUSAMERICAN CENTY ETF TR	60,458	$5.86M	0.72%	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	125,392	$5.84M	0.71%	Timeline
PAMCPACER FDS TR	120,761	$5.6M	0.69%	Timeline
FSEPFIRST TR EXCHNG TRADED FD VI	120,787	$5.52M	0.68%	Timeline
SFLRINNOVATOR ETFS TRUST	161,232	$5.26M	0.64%	Timeline
FOCTFIRST TR EXCHNG TRADED FD VI	123,461	$5.26M	0.64%	Timeline
AVDVAMERICAN CENTY ETF TR	79,136	$5.15M	0.63%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	115,973	$5.11M	0.63%	Timeline
DDECFIRST TR EXCHNG TRADED FD VI	125,337	$5.03M	0.62%	Timeline
PTLCPACER FDS TR	93,774	$5.01M	0.61%	Timeline
FTLSFIRST TR EXCH TRADED FD III	75,047	$4.94M	0.6%	Timeline
DFIVDIMENSIONAL ETF TRUST	134,633	$4.78M	0.58%	Timeline
FMARFIRST TR EXCHNG TRADED FD VI	110,037	$4.76M	0.58%	Timeline
DFGRDIMENSIONAL ETF TRUST	185,268	$4.73M	0.58%	Timeline
OVFLISTED FDS TR	184,026	$4.32M	0.53%	Timeline
NVDANVIDIA CORPORATION	31,396	$4.22M	0.52%	Timeline
FNOVFIRST TR EXCHNG TRADED FD VI	84,690	$4.05M	0.5%	Timeline
AMZNAMAZON COM INC	17,603	$3.86M	0.47%	Timeline
FJANFIRST TR EXCHNG TRADED FD VI	84,098	$3.86M	0.47%	Timeline
OVSLISTED FDS TR	108,761	$3.79M	0.46%	Timeline
FAPRFIRST TR EXCHNG TRADED FD VI	90,018	$3.72M	0.45%	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	121,716	$3.71M	0.45%	Timeline
FDECFIRST TR EXCHNG TRADED FD VI	81,749	$3.64M	0.45%	Timeline
VBVANGUARD INDEX FDS	15,142	$3.64M	0.45%	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	142,295	$3.51M	0.43%	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	75,360	$3.48M	0.43%	Timeline
FLRNSPDR SERIES TRUST	109,041	$3.35M	0.41%	Timeline
NTSXWISDOMTREE TR	71,127	$3.32M	0.41%	Timeline
QUALISHARES TR	18,156	$3.23M	0.4%	Timeline
AGGYWISDOMTREE TR	73,936	$3.17M	0.39%	Timeline
FJUNFIRST TR EXCHNG TRADED FD VI	60,878	$3.13M	0.38%	Timeline
SPYMSPDR SERIES TRUST	44,816	$3.09M	0.38%	Timeline
GMARFIRST TR EXCHNG TRADED FD VI	78,265	$2.93M	0.36%	Timeline
IVWISHARES TR	28,462	$2.89M	0.35%	Timeline
WMTWALMART INC	31,639	$2.86M	0.35%	Timeline
DYNFBLACKROCK ETF TRUST	55,338	$2.84M	0.35%	Timeline
DGRWWISDOMTREE TR	33,557	$2.72M	0.33%	Timeline
SPDWSPDR INDEX SHS FDS	76,432	$2.61M	0.32%	Timeline
VGTVANGUARD WORLD FD	4,131	$2.57M	0.31%	Timeline
MTGPWISDOMTREE TR	56,031	$2.42M	0.3%	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	63,894	$2.39M	0.29%	Timeline
HDHOME DEPOT INC	5,841	$2.27M	0.28%	Timeline
XOMEXXON MOBIL CORP	19,932	$2.14M	0.26%	Timeline
DFEBFIRST TR EXCHNG TRADED FD VI	48,232	$2.06M	0.25%	Timeline
EFVISHARES TR	38,753	$2.03M	0.25%	Timeline
EFGISHARES TR	20,557	$1.99M	0.24%	Timeline
DAPRFIRST TR EXCHNG TRADED FD VI	53,306	$1.98M	0.24%	Timeline
USMFWISDOMTREE TR	38,176	$1.9M	0.23%	Timeline
RFDAALPS ETF TR	33,437	$1.87M	0.23%	Timeline
QFLRINNOVATOR ETFS TRUST	63,110	$1.85M	0.23%	Timeline
DJANFIRST TR EXCHNG TRADED FD VI	46,929	$1.83M	0.22%	Timeline
AVDEAMERICAN CENTY ETF TR	29,353	$1.8M	0.22%	Timeline
DMARFIRST TR EXCHNG TRADED FD VI	46,743	$1.78M	0.22%	Timeline
AJANINNOVATOR ETFS TRUST	67,062	$1.76M	0.22%	Timeline
GOOGALPHABET INC	8,932	$1.7M	0.21%	Timeline
TJULINNOVATOR ETFS TRUST	61,083	$1.7M	0.21%	Timeline
QGRWWISDOMTREE TR	33,516	$1.65M	0.2%	Timeline
IUSBISHARES TR	36,191	$1.64M	0.2%	Timeline
WTMFWISDOMTREE TR	45,366	$1.58M	0.19%	Timeline
IWLISHARES TR	10,948	$1.58M	0.19%	Timeline
XSOEWISDOMTREE TR	51,501	$1.57M	0.19%	Timeline
IYWISHARES TR	9,809	$1.56M	0.19%	Timeline
PJANINNOVATOR ETFS TRUST	36,270	$1.53M	0.19%	Timeline
VTHRVANGUARD SCOTTSDALE FDS	5,802	$1.51M	0.18%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,261	$1.48M	0.18%	Timeline
PNOVINNOVATOR ETFS TRUST	38,663	$1.46M	0.18%	Timeline
PJULINNOVATOR ETFS TRUST	33,917	$1.4M	0.17%	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	23,072	$1.36M	0.17%	Timeline
GCCWISDOMTREE TR	72,108	$1.36M	0.17%	Timeline
BJULINNOVATOR ETFS TRUST	29,810	$1.33M	0.16%	Timeline
XLKSELECT SECTOR SPDR TR	5,681	$1.32M	0.16%	Timeline
IVEISHARES TR	6,711	$1.28M	0.16%	Timeline
PAPRINNOVATOR ETFS TRUST	34,803	$1.28M	0.16%	Timeline
MRKMERCK & CO INC	12,801	$1.27M	0.16%	Timeline
QHYWISDOMTREE TR	27,873	$1.26M	0.15%	Timeline
PPIINVESTMENT MANAGERS SER TR I	85,625	$1.24M	0.15%	Timeline
BNDXVANGUARD CHARLOTTE FDS	24,963	$1.22M	0.15%	Timeline
JPMJPMORGAN CHASE & CO	5,106	$1.22M	0.15%	Timeline
BJANINNOVATOR ETFS TRUST	25,062	$1.2M	0.15%	Timeline
BAPRINNOVATOR ETFS TRUST	27,080	$1.2M	0.15%	Timeline
OZBELPOINTE PREP LLC	15,425	$1.19M	0.15%	Timeline
BTALAGF INVTS TR	64,562	$1.19M	0.15%	Timeline
GAPRFIRST TR EXCHNG TRADED FD VI	31,619	$1.19M	0.15%	Timeline
BOCTINNOVATOR ETFS TRUST	27,186	$1.18M	0.14%	Timeline
GOOGLALPHABET INC	6,194	$1.17M	0.14%	Timeline
POCTINNOVATOR ETFS TRUST	29,576	$1.17M	0.14%	Timeline
TSLATESLA INC	2,770	$1.12M	0.14%	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	27,634	$1.11M	0.14%	Timeline
IEFAISHARES TR	15,819	$1.11M	0.14%	Timeline
BUFSFIRST TR EXCHNG TRADED FD VI	51,911	$1.11M	0.14%	Timeline
XLGINVESCO EXCHANGE TRADED FD T	21,647	$1.08M	0.13%	Timeline
KOCOCA COLA CO	17,288	$1.08M	0.13%	Timeline
XLSRSSGA ACTIVE TR	19,889	$1.06M	0.13%	Timeline
GNOVFIRST TR EXCHNG TRADED FD VI	30,113	$1.05M	0.13%	Timeline
EMXCISHARES INC	18,397	$1.02M	0.12%	Timeline
VCRVANGUARD WORLD FD	2,705	$1.02M	0.12%	Timeline
SILASILA REALTY TRUST INC	39,689	$965K	0.12%	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	18,968	$952K	0.12%	Timeline
MMM3M CO	7,283	$940K	0.12%	Timeline
METAMETA PLATFORMS INC	1,557	$912K	0.11%	Timeline
IEMGISHARES INC	17,334	$905K	0.11%	Timeline
CSCOCISCO SYS INC	15,114	$895K	0.11%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	961	$881K	0.11%	Timeline
GDECFIRST TR EXCHNG TRADED FD VI	26,009	$877K	0.11%	Timeline
DTDWISDOMTREE TR	11,479	$871K	0.11%	Timeline
IDXXIDEXX LABS INC	2,092	$865K	0.11%	Timeline
UAPRINNOVATOR ETFS TRUST	27,798	$857K	0.1%	Timeline
BACBANK OF AMER CORP	19,352	$851K	0.1%	Timeline
MBBISHARES TR	9,232	$846K	0.1%	Timeline
DXJWISDOMTREE TR	7,449	$822K	0.1%	Timeline
DGRSWISDOMTREE TR	15,790	$809K	0.1%	Timeline
DDWMWISDOMTREE TR	23,248	$799K	0.1%	Timeline
XDECFIRST TR EXCHNG TRADED FD VI	21,322	$795K	0.1%	Timeline
VZVERIZON COMMUNICATIONS INC	19,605	$784K	0.1%	Timeline
VCITVANGUARD SCOTTSDALE FDS	9,574	$769K	0.09%	Timeline
AVSCAMERICAN CENTY ETF TR	13,952	$758K	0.09%	Timeline
BSVVANGUARD BD INDEX FDS	9,723	$751K	0.09%	Timeline
VGITVANGUARD SCOTTSDALE FDS	12,904	$748K	0.09%	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	17,068	$745K	0.09%	Timeline
JNJJOHNSON & JOHNSON	5,130	$742K	0.09%	Timeline
IJHISHARES TR	11,880	$740K	0.09%	Timeline
XJUNFIRST TR EXCHNG TRADED FD VI	19,109	$738K	0.09%	Timeline
JULTAIM ETF PRODUCTS TRUST	18,656	$736K	0.09%	Timeline
APRTAIM ETF PRODUCTS TRUST	19,054	$735K	0.09%	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	8,356	$734K	0.09%	Timeline
SCHZSCHWAB STRATEGIC TR	31,826	$722K	0.09%	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	4,829	$717K	0.09%	Timeline
JANTAIM ETF PRODUCTS TRUST	19,857	$716K	0.09%	Timeline
DHSWISDOMTREE TR	7,407	$692K	0.08%	Timeline
DSUBLACKROCK DEBT STRATEGIES FD	63,469	$683K	0.08%	Timeline
IWYISHARES TR	2,873	$676K	0.08%	Timeline
PSFMPACER FDS TR	22,500	$668K	0.08%	Timeline
ITOTISHARES TR	5,101	$656K	0.08%	Timeline
IQDGWISDOMTREE TR	19,089	$653K	0.08%	Timeline
IWMISHARES TR	2,944	$650K	0.08%	Timeline
WTAIWISDOMTREE TR	29,426	$647K	0.08%	Timeline
BUFFINNOVATOR ETFS TRUST	14,327	$643K	0.08%	Timeline
CDNSCADENCE DESIGN SYSTEM INC	2,114	$635K	0.08%	Timeline
PAYXPAYCHEX INC	4,348	$610K	0.07%	Timeline
ARKFARK ETF TR	16,276	$603K	0.07%	Timeline
RCLROYAL CARIBBEAN GROUP	2,568	$592K	0.07%	Timeline
LLYELI LILLY & CO	755	$583K	0.07%	Timeline
TLTISHARES TR	6,645	$580K	0.07%	Timeline
BABOEING CO	3,243	$574K	0.07%	Timeline
LCTUBLACKROCK ETF TRUST	8,747	$560K	0.07%	Timeline
UNOVINNOVATOR ETFS TRUST	16,078	$557K	0.07%	Timeline
AGGISHARES TR	5,731	$555K	0.07%	Timeline
CATCATERPILLAR INC	1,512	$549K	0.07%	Timeline
WCLDWISDOMTREE TR	14,504	$544K	0.07%	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	17,125	$538K	0.07%	Timeline
PGPROCTER & GAMBLE CO	3,184	$534K	0.07%	Timeline
FSMBFIRST TR EXCH TRADED FD III	26,743	$531K	0.06%	Timeline
PNCPNC FINL SVCS GROUP INC	2,750	$530K	0.06%	Timeline
IAUMISHARES GOLD TRUST MICRO	20,168	$528K	0.06%	Timeline
WCBRWISDOMTREE TR	18,341	$518K	0.06%	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	8,948	$515K	0.06%	Timeline
GJUNFIRST TR EXCHNG TRADED FD VI	14,197	$511K	0.06%	Timeline
PAUGINNOVATOR ETFS TRUST	13,084	$504K	0.06%	Timeline
NEARISHARES U S ETF TR	9,740	$492K	0.06%	Timeline
DUKDUKE ENERGY CORP NEW	4,526	$488K	0.06%	Timeline
FMBFIRST TR EXCH TRADED FD III	9,491	$484K	0.06%	Timeline
UMAYINNOVATOR ETFS TRUST	14,186	$477K	0.06%	Timeline
ORCLORACLE CORP	2,776	$463K	0.06%	Timeline
MSTRSTRATEGY INC	1,588	$460K	0.06%	Timeline
MCDMCDONALDS CORP	1,581	$458K	0.06%	Timeline
DUOLDUOLINGO INC	1,389	$450K	0.06%	Timeline
USXFISHARES TR	8,901	$443K	0.05%	Timeline
PRIMPRIMORIS SVCS CORP	5,766	$441K	0.05%	Timeline
XOCTFIRST TR EXCHNG TRADED FD VI	12,826	$439K	0.05%	Timeline
EDOWFIRST TR EXCHANGE-TRADED FD	12,057	$437K	0.05%	Timeline
ABBVABBVIE INC	2,452	$436K	0.05%	Timeline
VVISA INC	1,373	$434K	0.05%	Timeline
GLOBAL X FDSGLOBAL X FDS	44,528	$432K	0.05%
NEENEXTERA ENERGY INC	6,014	$431K	0.05%	Timeline
SLQDISHARES TR	8,665	$431K	0.05%	Timeline
ANETARISTA NETWORKS INC	3,891	$430K	0.05%	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	5,576	$426K	0.05%	Timeline
MAMASTERCARD INCORPORATED	797	$420K	0.05%	Timeline
SPEMSPDR INDEX SHS FDS	10,821	$415K	0.05%	Timeline
GJULFIRST TR EXCHNG TRADED FD VI	11,308	$415K	0.05%	Timeline
DGSWISDOMTREE TR	8,443	$413K	0.05%	Timeline
MANHMANHATTAN ASSOCIATES INC	1,524	$412K	0.05%	Timeline
CVXCHEVRON CORPORATION	2,742	$397K	0.05%	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,367	$396K	0.05%	Timeline
SNPSSYNOPSYS INC	803	$390K	0.05%	Timeline
PEPPEPSICO INC	2,562	$390K	0.05%	Timeline
NFLXNETFLIX INC.	434	$387K	0.05%	Timeline
MTUMISHARES TR	1,868	$387K	0.05%	Timeline
MUNIPIMCO ETF TR	7,456	$386K	0.05%	Timeline
CACICACI INTL INC	951	$384K	0.05%	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	10,719	$382K	0.05%	Timeline
HIGHARTFORD INSURANCE GROUP INC	3,486	$381K	0.05%	Timeline
FIXCOMFORT SYS USA INC	898	$381K	0.05%	Timeline
FMHIFIRST TR EXCH TRADED FD III	7,859	$380K	0.05%	Timeline
DONWISDOMTREE TR	7,301	$372K	0.05%	Timeline
FIDFIRST TR EXCHANGE TRADED FD	22,805	$371K	0.05%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,264	$370K	0.05%	Timeline
VOOGVANGUARD ADMIRAL FDS INC	996	$365K	0.04%	Timeline
DSIISHARES TR	3,272	$361K	0.04%	Timeline
VRTXVERTEX PHARMACEUTICALS INC	892	$359K	0.04%	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	4,611	$355K	0.04%	Timeline
FLOTISHARES TR	6,887	$350K	0.04%	Timeline
XSEPFIRST TR EXCHNG TRADED FD VI	8,840	$344K	0.04%	Timeline
DESWISDOMTREE TR	9,969	$342K	0.04%	Timeline
VMCVULCAN MATLS CO	1,329	$342K	0.04%	Timeline
YYYAMPLIFY ETF TR	29,621	$341K	0.04%	Timeline
SAIASAIA INC	747	$340K	0.04%	Timeline
COPCONOCOPHILLIPS	3,429	$340K	0.04%	Timeline
MGVVANGUARD WORLD FD	2,721	$340K	0.04%	Timeline
QCOMQUALCOMM INC	2,206	$339K	0.04%	Timeline
AVGOBROADCOM INC	1,456	$337K	0.04%	Timeline
GOVTISHARES TR	14,611	$336K	0.04%	Timeline
OEFISHARES TR	1,156	$334K	0.04%	Timeline
QJUNFIRST TR EXCHNG TRADED FD VI	11,828	$332K	0.04%	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	1,360	$331K	0.04%	Timeline
SCHDSCHWAB STRATEGIC TR	11,988	$328K	0.04%	Timeline
CLHCLEAN HARBORS INC	1,419	$327K	0.04%	Timeline
BUFTFIRST TR EXCHNG TRADED FD VI	14,552	$326K	0.04%	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	4,102	$322K	0.04%	Timeline
SPMOINVESCO EXCH TRADED FD TR II	3,372	$320K	0.04%	Timeline
PFFDGLOBAL X FDS	16,407	$320K	0.04%	Timeline
SPXCSPX TECHNOLOGIES INC	2,191	$319K	0.04%	Timeline
FOURSHIFT4 PMTS INC	3,042	$316K	0.04%	Timeline
ELDWISDOMTREE TR	12,340	$313K	0.04%	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	4,928	$313K	0.04%	Timeline
MOALTRIA GROUP INC	5,961	$312K	0.04%	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	3,143	$309K	0.04%	Timeline
RACEFERRARI N V	725	$308K	0.04%	Timeline
CORCENCORA INC	1,368	$307K	0.04%	Timeline
VRRMVERRA MOBILITY CORP	12,709	$307K	0.04%	Timeline
DEMWISDOMTREE TR	7,577	$307K	0.04%	Timeline
CPRXCATALYST PHARMACEUTICALS INC	14,669	$306K	0.04%	Timeline
SPMDSPDR SERIES TRUST	5,514	$302K	0.04%	Timeline
ADUSADDUS HOMECARE CORP	2,356	$295K	0.04%	Timeline
HALOHALOZYME THERAPEUTICS INC	6,177	$295K	0.04%	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	12,211	$292K	0.04%	Timeline
IHDGWISDOMTREE TR	6,706	$292K	0.04%	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	6,774	$291K	0.04%	Timeline
BINCBLACKROCK ETF TRUST II	5,592	$291K	0.04%	Timeline
FTRIFIRST TR EXCHANGE-TRADED FD	23,811	$286K	0.04%	Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	2,212	$285K	0.03%	Timeline
GLDSPDR GOLD TR	1,166	$282K	0.03%	Timeline
UNHUNITEDHEALTH GROUP INC	558	$282K	0.03%	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	2,704	$282K	0.03%	Timeline
NJULINNOVATOR ETFS TRUST	4,445	$279K	0.03%	Timeline
METMETLIFE INC	3,402	$279K	0.03%	Timeline
MEDPMEDPACE HLDGS INC	837	$278K	0.03%	Timeline
AVREAMERICAN CENTY ETF TR	6,557	$275K	0.03%	Timeline
VYMVANGUARD WHITEHALL FDS	2,154	$275K	0.03%	Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUS	2,435	$273K	0.03%	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	7,378	$272K	0.03%	Timeline
DMXFISHARES TR	4,208	$272K	0.03%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,235	$271K	0.03%	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	6,554	$271K	0.03%	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	5,513	$268K	0.03%	Timeline
AJGGALLAGHER ARTHUR J & CO	945	$268K	0.03%	Timeline
ETENERGY TRANSFER L P	13,646	$267K	0.03%	Timeline
IJRISHARES TR	2,301	$265K	0.03%	Timeline
PMPHILIP MORRIS INTL INC	2,188	$263K	0.03%	Timeline
SUSLISHARES TR	2,555	$263K	0.03%	Timeline
DELLDELL TECHNOLOGIES INC	2,238	$258K	0.03%	Timeline
QYLDGLOBAL X FDS	14,141	$258K	0.03%	Timeline
EPSWISDOMTREE TR	4,181	$256K	0.03%	Timeline
ESGUISHARES TR	1,983	$255K	0.03%	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	2,056	$254K	0.03%	Timeline
DLSWISDOMTREE TR	4,025	$253K	0.03%	Timeline
AMGNAMGEN INC	965	$251K	0.03%	Timeline
LONZPIMCO ETF TR	4,846	$248K	0.03%	Timeline
BLKBLACKROCK INC	242	$248K	0.03%	Timeline
EMREMERSON ELEC CO	1,986	$246K	0.03%	Timeline
VMBSVANGUARD SCOTTSDALE FDS	5,405	$245K	0.03%	Timeline
FXNFIRST TR EXCHANGE-TRADED FD	14,984	$245K	0.03%	Timeline
AFDMFIRST TR EXCH TRADED FD III	3,979	$245K	0.03%	Timeline
HYTBLACKROCK CORPOR HI YLD FD I	24,862	$244K	0.03%	Timeline
NVONOVO-NORDISK A S	2,801	$241K	0.03%	Timeline
SOSOUTHERN CO	2,923	$241K	0.03%	Timeline
MPWRMONOLITHIC PWR SYS INC	406	$240K	0.03%	Timeline
AEPAMERICAN ELEC PWR CO INC	2,595	$239K	0.03%	Timeline
AEEAMEREN CORP	2,683	$239K	0.03%	Timeline
PHPARKER-HANNIFIN CORP	375	$238K	0.03%	Timeline
EPDENTERPRISE PRODS PARTNERS L	7,570	$237K	0.03%	Timeline
VVVANGUARD INDEX FDS	876	$236K	0.03%	Timeline
WMWASTE MGMT INC DEL	1,169	$236K	0.03%	Timeline
AONAON PLC	653	$235K	0.03%	Timeline
CRHCRH PLC	2,520	$233K	0.03%	Timeline
IXUSISHARES TR	3,523	$233K	0.03%	Timeline
MARMFIRST TR EXCHNG TRADED FD VI	7,527	$232K	0.03%	Timeline
FRIFIRST TR EXCHANGE-TRADED FD	8,491	$232K	0.03%	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	3,850	$232K	0.03%	Timeline
KMIKINDER MORGAN INC DEL	8,468	$232K	0.03%	Timeline
IFRAISHARES TR	5,008	$232K	0.03%	Timeline
FXRFIRST TR EXCHANGE-TRADED FD	3,091	$231K	0.03%	Timeline
FXDFIRST TR EXCHANGE-TRADED FD	3,571	$231K	0.03%	Timeline
SFEBFIRST TR EXCHNG TRADED FD VI	10,725	$231K	0.03%	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	10,241	$226K	0.03%	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	11,026	$225K	0.03%	Timeline
RFCIALPS ETF TR	10,086	$224K	0.03%	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	1,289	$223K	0.03%
PRUPRUDENTIAL FINL INC	1,878	$223K	0.03%	Timeline
IWFISHARES TR	553	$222K	0.03%	Timeline
FXOFIRST TR EXCHANGE-TRADED FD	4,053	$219K	0.03%	Timeline
PFEPFIZER INC	8,095	$215K	0.03%	Timeline
SRVNXG CUSHING MIDSTREAM ENERGY	4,760	$212K	0.03%	Timeline
ICSHISHARES TR	4,140	$209K	0.03%	Timeline
XLVSELECT SECTOR SPDR TR	1,512	$208K	0.03%	Timeline
TOWNTOWNEBANK PORTSMOUTH VA	6,106	$208K	0.03%	Timeline
XLESELECT SECTOR SPDR TR	2,420	$207K	0.03%	Timeline
BIVVANGUARD BD INDEX FDS	2,757	$206K	0.03%	Timeline
ZAUGINNOVATOR ETFS TRUST	8,261	$206K	0.03%	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	2,030	$205K	0.03%	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	3,432	$205K	0.03%	Timeline
SPSMSPDR SERIES TRUST	4,527	$203K	0.02%	Timeline
ABTABBOTT LABORATORIES	1,782	$202K	0.02%	Timeline
BILSPDR SERIES TRUST	2,201	$201K	0.02%	Timeline
FEPFIRST TR EXCH TRD ALPHDX FD	5,595	$200K	0.02%	Timeline
CLMCORNERSTONE STRATEGIC INVEST	19,425	$167K	0.02%	Timeline
XEVVXEATON VANCE LIMITED DURATION	12,146	$119K	0.01%	Timeline
FDDFIRST TR EXCHANGE-TRADED FD	10,019	$113K	0.01%	Timeline
MPTMEDICAL PROPERTIES TRUST INC	12,800	$50.6K	0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001493152-25-008165	base		2025-02-25	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC