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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
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -24.74%
0.47%
$2.951M
100,748 shares@ $29.3 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -5.29%
0.46%
$2.859M
16,508 shares@ $173.21 avg price
SOSouthern Co
Recent Activity
Decreased -26.25%
0.46%
$2.842M
31,516 shares@ $90.19 avg price
MAMastercard Incorporated
Recent Activity
Decreased -28.27%
0.46%
$2.837M
5,745 shares@ $493.81 avg price
SHVIshares Tr
Recent Activity
Decreased -1.03%
0.45%
$2.789M
25,211 shares@ $110.64 avg price
OVTListed Fd Tr
Recent Activity
Decreased -38.4%
0.45%
$2.769M
121,333 shares@ $22.83 avg price
SHYIshares Tr
Recent Activity
Decreased -6.51%
0.44%
$2.743M
32,984 shares@ $83.16 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -25.9%
0.41%
$2.572M
44,470 shares@ $57.84 avg price
ELVElevance Health Inc
Recent Activity
Decreased -4.05%
0.4%
$2.489M
4,785 shares@ $520.07 avg price
BACBank America Corp
Recent Activity
Decreased -29.92%
0.38%
$2.383M
60,057 shares@ $39.69 avg price