test

Parimal Patel

@Bison Wealth, Llc

Latest period2024 - Q3ReportedManaged Assets$628.155MTotal holdings413
Assets growth rate2.15%Assets growth rate (2-Q avg)1.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bison Wealth, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 413 positions.

Assets under management

The assets under management (AUM) of Bison Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 628.155M in assets, with a quarterly growth rate of 2.15% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Parimal Patel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -46.15%
3.44%
$21.563M
92,547 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.9%
3.11%
$19.498M
45,312 shares@ $430.31 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -8.42%
2.19%
$13.735M
28,141 shares@ $488.08 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -13.67%
1.74%
$10.877M
51,585 shares@ $210.87 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -28.82%
1.68%
$10.512M
56,417 shares@ $186.34 avg price
IEFIshares Tr
Recent Activity
Decreased -20.38%
1.54%
$9.652M
98,366 shares@ $98.13 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -5.12%
1.53%
$9.607M
142,308 shares@ $67.52 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -4.78%
1.39%
$8.697M
191,098 shares@ $45.52 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -25.24%
1.12%
$6.998M
41,854 shares@ $167.2 avg price
HDHome Depot Inc
Recent Activity
Decreased -22.95%
1.11%
$6.922M
17,083 shares@ $405.22 avg price