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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 11.55%
0.98%
$6.108M
10,447 shares@ $584.7 avg price
METAMeta Platforms Inc
Recent Activity
Increased 5.08%
0.95%
$5.918M
10,338 shares@ $572.47 avg price
OVBListed Fd Tr
Recent Activity
Increased 15.64%
0.89%
$5.567M
258,082 shares@ $21.58 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.4%
0.84%
$5.221M
31,480 shares@ $165.86 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1186%
0.83%
$5.18M
30,028 shares@ $172.51 avg price
OVFListed Fd Tr
Recent Activity
Increased 7.68%
0.82%
$5.116M
193,873 shares@ $26.39 avg price
SPEUSpdr Index Shs Fds
Recent Activity
New Position
0.79%
$4.902M
110,361 shares@ $44.42 avg price
WMTWalmart Inc
Recent Activity
Decreased -16.29%
0.7%
$4.393M
54,405 shares@ $80.76 avg price
COPConocophillips
Recent Activity
Increased 4.59%
0.7%
$4.345M
41,269 shares@ $105.29 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -29.47%
0.68%
$4.222M
9,172 shares@ $460.31 avg price