Parimal Patel

@Bison Wealth, Llc

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$628.155M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
KHPIManaged Portfolio Series Recent Activity New Position	1.64%	$10.299M 407,239 shares@ $25.29 avg price	New Position
XLRESelect Sector Spdr Tr Recent Activity New Position	1.42%	$8.864M 198,434 shares@ $44.68 avg price	New Position
SPEUSpdr Index Shs Fds Recent Activity New Position	0.79%	$4.902M 110,361 shares@ $44.42 avg price	New Position
SSOProshares Tr Recent Activity New Position	0.41%	$2.526M 28,009 shares@ $90.18 avg price	New Position
DGSWisdomtree Tr Recent Activity New Position	0.37%	$2.292M 42,686 shares@ $53.71 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.35%	$2.17M 8,511 shares@ $254.99 avg price	New Position
WDAYWorkday Inc Recent Activity New Position	0.26%	$1.61M 6,588 shares@ $244.43 avg price	New Position
JSIJanus Detroit Str Tr Recent Activity New Position	0.26%	$1.572M 29,670 shares@ $52.98 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.23%	$1.413M 9,355 shares@ $150.99 avg price	New Position
AAAlcoa Corp Recent Activity New Position	0.17%	$1.051M 27,232 shares@ $38.59 avg price	New Position