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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
WMTWalmart Inc
Recent Activity
Decreased -16.29%
0.7%
$4.393M
54,405 shares@ $80.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -29.47%
0.68%
$4.222M
9,172 shares@ $460.31 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -58.38%
0.63%
$3.902M
54,882 shares@ $71.11 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -9.85%
0.62%
$3.859M
4,356 shares@ $885.95 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -21.84%
0.59%
$3.648M
31,118 shares@ $117.23 avg price
EFGIshares Tr
Recent Activity
Decreased -9.27%
0.53%
$3.3M
30,653 shares@ $107.66 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -20.54%
0.52%
$3.213M
27,863 shares@ $115.31 avg price
VSTVistra Corp
Recent Activity
Decreased -28.09%
0.5%
$3.126M
26,374 shares@ $118.55 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.49%
0.5%
$3.087M
19,048 shares@ $162.07 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.56%
0.48%
$2.985M
16,662 shares@ $179.17 avg price