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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
BILSpdr Ser Tr
Recent Activity
Increased 54.48%
1.64%
$10.242M
111,551 shares@ $91.82 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
SGOLEtfs Gold Tr
Recent Activity
Increased 3168.59%
1.5%
$9.401M
374,089 shares@ $25.14 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
1.42%
$8.864M
198,434 shares@ $44.68 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -4.78%
1.39%
$8.697M
191,098 shares@ $45.52 avg price
IWFIshares Tr
Recent Activity
Increased 38.87%
1.14%
$7.136M
19,009 shares@ $375.4 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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 24.34%
1.08%
$6.736M
19,432 shares@ $346.65 avg price