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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bison Wealth, LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001172661-23-000605

Total Value
$313.1M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL103,122$14.7M4.71%
2MICROSOFT CORPMSFT40,906$9.9M3.17%
3JPMORGAN CHASE & COVYLD51,763$7.2M2.30%
4HOME DEPOT INCHD19,897$6.3M2.00%
5AMAZON COM INCAMZN59,659$6.0M1.92%
6LISTED FD TR53656F862255,933$5.4M1.71%
7SCHWAB STRATEGIC TR80852479769,442$5.3M1.69%
8LISTED FD TR53656F581179,825$4.6M1.47%
9LISTED FD TR53656F573208,972$4.5M1.44%
10LISTED FD TR53656F805133,397$4.3M1.37%
11LISTED FD TR53656F870181,203$4.1M1.30%
12VANGUARD SCOTTSDALE FDS92206C70666,178$3.9M1.26%
13UNITEDHEALTH GROUP INCUNH7,639$3.7M1.19%
14SPDR S&P 500 ETF TRSPY9,201$3.7M1.18%
15AMERICAN EXPRESS COAXP20,004$3.5M1.10%
16ALPHABET INCGOOG35,162$3.4M1.10%
17EXXON MOBIL CORPXOM27,940$3.2M1.01%
18INVESCO EXCHANGE TRADED FD TIVZ20,422$3.0M0.97%
19ISHARES TR46434V87860,348$3.0M0.97%
20BERKSHIRE HATHAWAY INC DELBRK-A9,762$3.0M0.96%
21AMERICAN TOWER CORP NEW03027X10013,390$2.9M0.93%
22ELEVANCE HEALTH INCELV5,884$2.9M0.92%
23INVESCO QQQ TRIVZ9,777$2.8M0.91%
24BANK AMERICA CORP06050510479,973$2.8M0.90%
25INVESCO EXCHANGE TRADED FD TIVZ31,295$2.8M0.88%
26SPDR SER TR78468R78865,014$2.7M0.86%
27SOUTHERN COSOMN39,215$2.6M0.84%
28INVESCO ACTIVELY MANAGED ETFIVZ104,921$2.6M0.83%
29JOHNSON & JOHNSONJNJ15,558$2.5M0.80%
30WP CAREY INC92936U10928,856$2.4M0.78%
31WASTE MGMT INC DEL94106L10915,589$2.4M0.76%
32WALMART INCWMT16,672$2.4M0.76%
33NETFLIX INCNFLX6,489$2.3M0.73%
34ROPER TECHNOLOGIES INCROP5,233$2.2M0.71%
35ABBOTT LABSABLZF19,883$2.2M0.70%
36MORGAN STANLEYMS-PQ22,746$2.2M0.70%
37META PLATFORMS INCMETA14,745$2.2M0.69%
38COMCAST CORP NEWCCZ54,438$2.1M0.68%
39MCDONALDS CORPMCD7,568$2.0M0.65%
40ISHARES TR46432F83432,346$2.0M0.65%
41ISHARES GOLD TRIAU55,546$2.0M0.65%
42VISTRA CORPVST90,150$2.0M0.64%
43WELLS FARGO CO NEW94974610143,540$2.0M0.64%
44MERCK & CO INCMRK18,903$2.0M0.64%
45GOLDMAN SACHS GROUP INCGSCE5,554$2.0M0.63%
46CONOCOPHILLIPSCOP16,365$2.0M0.63%
47CVS HEALTH CORPCVS21,500$1.9M0.60%
48VISA INCV8,148$1.9M0.60%
49VICTORY PORTFOLIOS II92647N82429,013$1.9M0.59%
50ABBVIE INCABBV12,732$1.9M0.59%
51TYLER TECHNOLOGIES INCTYL5,825$1.8M0.59%
52PROCTER AND GAMBLE CO74271810912,889$1.8M0.58%
53SELECT SECTOR SPDR TR81369Y50620,212$1.8M0.58%
54DUKE ENERGY CORP NEWDUKB17,492$1.8M0.57%
55ALPHABET INCGOOG18,193$1.8M0.56%
56LISTED FD TR53656F88856,488$1.8M0.56%
57MASTERCARD INCORPORATEDMA4,715$1.7M0.56%
58GENERAL ELECTRIC CO36960430121,635$1.7M0.56%
59WISDOMTREE TRWT34,493$1.7M0.55%
60SPDR DOW JONES INDL AVERAGE78467X1094,873$1.6M0.52%
61COSTCO WHSL CORP NEW22160K1053,229$1.6M0.52%
62LOCKHEED MARTIN CORPLMT3,496$1.6M0.51%
63WISDOMTREE TRWT25,791$1.6M0.51%
64PRUDENTIAL FINL INCPUKPF14,663$1.5M0.48%
65SIMPLIFY EXCHANGE TRADED FUN82889N20258,629$1.5M0.47%
66LOWES COS INC5486611077,321$1.5M0.47%
67CITIGROUP INCC-PR27,963$1.4M0.46%
68CLEAN HARBORS INCCLH11,153$1.4M0.46%
69AT&T INCT-PC70,899$1.4M0.46%
70SHELL PLCRYDAF23,769$1.4M0.44%
71NEXTERA ENERGY INCNEE-PW18,443$1.4M0.44%
72L3HARRIS TECHNOLOGIES INCLHX6,506$1.4M0.44%
73UNITED RENTALS INCURI3,209$1.4M0.44%
74DISNEY WALT CO25468710612,298$1.3M0.42%
75RAYTHEON TECHNOLOGIES CORPRTX13,359$1.3M0.42%
76MARRIOTT INTL INC NEW5719032027,684$1.3M0.42%
77J P MORGAN EXCHANGE TRADED F46641Q76132,086$1.3M0.41%
78GODADDY INCGDDY15,685$1.3M0.41%
79STRYKER CORPORATIONSYK5,108$1.3M0.41%
80VANGUARD INDEX FDS9229087696,170$1.2M0.40%
81MASTEC INCMTZ12,652$1.2M0.39%
82LOUISIANA PAC CORPLPX18,037$1.2M0.38%
83HONEYWELL INTL INC4385161065,647$1.2M0.37%
84LIBERTY BROADBAND CORPLBRDP12,591$1.1M0.36%
85BROADCOM INCAVGO1,957$1.1M0.36%
86PFIZER INCPFE25,648$1.1M0.36%
87TESLA INCTSLA6,691$1.1M0.36%
88ARK ETF TR00214Q10428,945$1.1M0.36%
89HILTON WORLDWIDE HLDGS INCHLT7,665$1.1M0.35%
90ILLINOIS TOOL WKS INC4523081094,753$1.1M0.35%
91CAPITAL ONE FINL CORP14040H1059,465$1.1M0.35%
92T-MOBILE US INCTMUSZ7,326$1.1M0.34%
93VERIZON COMMUNICATIONS INCVZ26,003$1.1M0.34%
94KLA CORPKLAC2,726$1.1M0.34%
95CHEVRON CORP NEWCVX6,035$1.1M0.34%
96GENERAL MLS INC37033410413,250$1.0M0.33%
97ALNYLAM PHARMACEUTICALS INCALNY4,576$1.0M0.33%
98RBB FD INC74933W63540,344$1.0M0.33%
99CISCO SYS INCCSCO21,068$1.0M0.32%
100ACCENTURE PLC IRELANDACN3,694$1.0M0.32%
101ANALOG DEVICES INCADI5,985$1.0M0.32%
102AON PLCAON3,132$994,5350.32%
103HALOZYME THERAPEUTICS INCHALO19,392$991,3190.32%
104TEXAS INSTRS INC8825081045,700$986,8410.32%
105TRUIST FINL CORP89832Q10920,017$969,8130.31%
106COCA COLA COKO15,958$967,7020.31%
107DANAHER CORPORATION2358511023,623$951,8580.30%
108INTERNATIONAL BUSINESS MACHSINTR6,998$946,7980.30%
109UNITED PARCEL SERVICE INCUPS5,210$921,9280.29%
110NIKE INCNKE7,104$897,7170.29%
111CROWN CASTLE INCCCI6,082$880,3700.28%
112AUTOZONE INCAZO359$871,8600.28%
113VANGUARD INDEX FDS9229083632,349$865,0260.28%
114PAYPAL HLDGS INCPYPL10,805$860,5100.27%
115NVIDIA CORPORATIONNVDA4,416$846,2000.27%
116NORTHROP GRUMMAN CORPNOC1,925$845,4590.27%
117PEPSICO INCPEP4,961$840,7900.27%
118GUGGENHEIM TAXABLE MUNICP BO40166410747,564$820,4790.26%
119ORACLE CORPORCL-PD9,354$817,0790.26%
120AERCAP HOLDINGS NVAER12,885$809,1780.26%
121LISTED FD TR53656F85436,395$806,3790.26%
122SHOTSPOTTER INCSSTI22,205$806,2640.26%
123ISHARES TR46429B69710,927$790,5540.25%
124RPM INTL INC7496851039,000$789,3000.25%
125TE CONNECTIVITY LTDTEL6,237$782,7440.25%
126REGIONS FINANCIAL CORP NEWRF-PF33,139$768,8310.25%
127ENBRIDGE INCENNPF18,241$739,3110.24%
128GLOBAL PMTS INC37940X1026,551$722,5100.23%
129LILLY ELI & COLLY2,099$714,7100.23%
130ALPS ETF TR00162Q45217,625$706,7530.23%
131COMERICA INC2003401079,755$696,4750.22%
132TJX COS INC NEW8725401098,534$695,6320.22%
133AMERICAN WTR WKS CO INC NEW0304201034,323$670,0680.21%
134SPDR SER TR78468R8875,935$657,7610.21%
135US BANCORP DELUSB-PS13,456$656,6470.21%
136SKYWORKS SOLUTIONS INCSWKS6,043$656,1910.21%
137INVESCO EXCHANGE TRADED FD TIVZ36,326$649,3240.21%
138SPDR INDEX SHS FDS78463X88920,142$648,5720.21%
139DOW INCDOW10,951$634,6270.20%
140VANGUARD SPECIALIZED FUNDS9219088443,928$605,3830.19%
141INTERCONTINENTAL EXCHANGE IN45866F1045,667$604,4420.19%
142CLOROX CO DELCLX4,205$597,7710.19%
143WOODWARD INCWWD5,410$591,4750.19%
144EOG RES INCEOG4,463$589,5620.19%
145TRANSMEDICS GROUP INCTMDX9,325$577,8700.18%
146ALTRIA GROUP INCMO12,673$563,9440.18%
147CRYOPORT INCCYRX25,325$554,8710.18%
148PPL CORPPPLC18,547$546,2090.17%
149PULTE GROUP INC74586710110,492$545,4790.17%
150READY CAPITAL CORPRC-PE41,431$534,0460.17%
151AMGEN INCAMGN2,112$531,3580.17%
152ARES CAPITAL CORPARCC27,593$530,8890.17%
153KIMBERLY-CLARK CORPKMB4,103$529,2940.17%
154PHILIP MORRIS INTL INC7181721095,084$527,8790.17%
155DEERE & CODE1,248$525,0140.17%
156ISHARES TR46429B7475,043$492,3630.16%
157TRACTOR SUPPLY COTSCO2,206$491,5620.16%
158MIMEDX GROUP INCMDXG130,778$489,1100.16%
159BOEING COBA-PA2,307$483,7890.15%
160ALASKA AIR GROUP INCALK9,549$478,9780.15%
161ENVISTA HOLDINGS CORPORATIONNVST12,600$478,1700.15%
162ISHARES TR4642876975,583$470,8430.15%
163VANGUARD WORLD FDS92204A3063,785$467,5170.15%
164WESTERN ASSET MANAGED MUNS F95766M10544,239$465,8380.15%
165SPDR SER TR78464A47415,549$460,7230.15%
166POSTAL REALTY TRUST INCPSTL29,100$442,6110.14%
167BCE INCBCPPF9,181$430,9560.14%
168SANDSTORM GOLD LTD80013R20674,340$428,9420.14%
169MOODYS CORPMCO1,362$427,9400.14%
170GSK PLCGLAXF11,953$419,7890.13%
171INVESCO EXCHANGE TRADED FD TIVZ8,541$417,3000.13%
172KAYNE ANDERSON ENERGY INFRST48660610646,070$414,1690.13%
173FORMFACTOR INCFORM14,876$411,4700.13%
174J P MORGAN EXCHANGE TRADED F46641Q6548,028$407,0200.13%
175MEDTRONIC PLCMDT4,901$404,7250.13%
176AMERESCO INCAMRC6,412$401,4550.13%
177ISHARES TR464287200995$400,3550.13%
178EMERSON ELEC COEMR4,440$398,2600.13%
179CATERPILLAR INCCAT1,494$390,6950.12%
180FRANKLIN TEMPLETON ETF TRFGDL8,910$386,7960.12%
181PNC FINL SVCS GROUP INC6934751052,357$383,8610.12%
182FS KKR CAP CORPFSK19,461$378,5100.12%
183SOUTHSTATE CORPORATIONSSB4,933$376,8320.12%
184SPDR SER TR78468R20012,166$372,5150.12%
185ALLSTATE CORPALL-PJ2,851$364,9280.12%
186ISHARES TR4642873254,356$363,7700.12%
187DOMINION ENERGY INCD5,739$359,7780.11%
188SPDR GOLD TRGLD2,005$358,4140.11%
189SELECT SECTOR SPDR TR81369Y8032,662$356,9600.11%
190SIMPLIFY EXCHANGE TRADED FUN82889N10313,421$355,5870.11%
191CHARTER COMMUNICATIONS INC N16119P108908$354,9740.11%
192TRIPADVISOR INCTRIP15,235$349,1860.11%
193QUALCOMM INCQCOM2,643$347,8980.11%
194NOVO-NORDISK A SNONOF2,497$347,2330.11%
195COLGATE PALMOLIVE COCL4,715$343,6290.11%
196KROGER COKR7,756$342,9080.11%
197INVESCO EXCHANGE TRADED FD TIVZ21,000$337,4700.11%
198NORFOLK SOUTHN CORP6558441081,396$332,5410.11%
199VANGUARD INDEX FDS9229087511,676$330,6560.11%
200CF INDS HLDGS INC1252691003,865$319,6360.10%
201INTEL CORPINTC11,421$319,2300.10%
202BRISTOL-MYERS SQUIBB COCELG-RI4,410$317,6520.10%
203SPDR SER TR78464A8476,635$300,8770.10%
204SIMPLIFY EXCHANGE TRADED FUN82889N8554,874$297,8290.10%
205VANGUARD WORLD FDS92204A702862$297,5110.10%
206IDEX CORP45167R1041,270$295,8970.09%
207ISHARES INC46434G7645,809$295,5620.09%
208VANGUARD WHITEHALL FDS9219464062,694$294,9360.09%
209BECTON DICKINSON & COBDX1,169$292,4020.09%
210ISHARES TR46435G40911,621$289,9510.09%
211CSX CORPCSX9,654$288,4750.09%
212ENERGY TRANSFER L PET-PI22,009$288,3120.09%
213SCHWAB STRATEGIC TR8085246076,567$286,9800.09%
214DISH NETWORK CORPORATION25470M10920,381$284,5190.09%
215LYONDELLBASELL INDUSTRIES NLYB2,957$279,3180.09%
216AIR PRODS & CHEMS INCAIIR888$278,7430.09%
217ENTERPRISE PRODS PARTNERS L29379210710,812$276,6850.09%
218EDWARDS LIFESCIENCES CORPEW3,603$274,0440.09%
219GLOBAL X FDS37954Y6168,350$272,4640.09%
220AFLAC INCAFL3,705$270,6330.09%
221SPROTT PHYSICAL GOLD TRSII17,619$261,8180.08%
222ORGANON & COOGN8,788$259,8610.08%
223GUGGENHEIM STRATEGIC OPPORTUGOF15,374$255,6750.08%
224TARGET CORPTGT1,494$252,0080.08%
225FIDUS INVT CORP31650010712,445$250,8910.08%
226EXELON CORPEXC5,997$250,3730.08%
227S&P GLOBAL INCSPGI680$248,9750.08%
228INVESCO EXCHANGE TRADED FD TIVZ5,595$246,6140.08%
229ISHARES TR4642878042,426$245,2090.08%
230BLACKROCK INCBLK327$244,5500.08%
231NUCOR CORPNUE1,460$242,9180.08%
232VANGUARD BD INDEX FDS9219378273,171$241,0590.08%
233CALAMOS DYNAMIC CONV & INCOM12811V10510,822$239,4910.08%
234SPDR S&P MIDCAP 400 ETF TRMDY505$238,5470.08%
235ROCKWELL AUTOMATION INCROK855$238,1180.08%
2363M COMMM2,109$237,4180.08%
237FLAHERTY & CRUMRINE DYNAMICDFP11,187$236,6060.08%
238UNION PAC CORPUNP1,175$235,2350.08%
239ISHARES TR46432F3391,916$230,1310.07%
240RBB FD INC74933W6016,976$228,5500.07%
241VALERO ENERGY CORPVLO1,623$227,5750.07%
242PACER FDS TR69374H8814,571$224,6650.07%
243ISHARES TR46436E36115,000$223,7040.07%
244VANGUARD WORLD FDS92204A504910$220,7840.07%
245J P MORGAN EXCHANGE TRADED F46641Q3243,833$219,6310.07%
246ISHARES TR4642874993,032$217,3660.07%
247MILLER HOWARD HIGH INC EQTY60037910119,986$217,0480.07%
248DIREXION SHS ETF TR25459Y2073,061$210,8720.07%
249ROKU INCROKU3,861$208,4940.07%
250SIMON PPTY GROUP INC NEW8288061091,654$208,3190.07%
251VANECK ETF TRUST92189F7002,281$206,9320.07%
252PUBLIC STORAGEPSA-PS690$206,2340.07%
253SALESFORCE INCCRM1,242$204,6200.07%
254MONDELEZ INTL INC6092071053,114$201,8890.06%
255MICT INC55328R109187,800$200,9460.06%
256TEKLA HEALTHCARE OPPORTUNITITHQ10,100$195,6370.06%
257SPROTT PHYSICAL SILVER TRSII22,770$182,6150.06%
258NETFLIX INCNFLX500$176,5550.06%
259PROSHARES TR II74347Y85418,691$174,9480.06%
260WARNER BROS DISCOVERY INCWBD11,422$164,2480.05%
261FIRST TR ENERGY INCOME & GRO33738G10410,976$154,5400.05%
262FORD MTR CO DEL34537086010,938$140,9910.05%
263HALEON PLCHLNCF13,528$108,2240.03%
264LIBERTY ALL STAR EQUITY FD53015810410,757$66,1560.02%
265FS CREDIT OPPORTUNITIES CORPFSCO10,525$51,9950.02%
266SURO CAPITAL CORPSSSSL11,211$44,8440.01%
267VELODYNE LIDAR INC92259F10114,077$15,0620.00%
268META PLATFORMS INCMETA100$14,7060.00%
269ZOMEDICA CORPZOMDF33,017$8,3900.00%
270SANDSTORM GOLD LTD80013R2061,000$5,7700.00%