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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
IVVIshares Tr
Recent Activity
Increased 345.65%
0.58%
$3.627M
6,288 shares@ $576.87 avg price
MRKMerck & Co Inc
Recent Activity
Increased 25.08%
0.58%
$3.626M
31,926 shares@ $113.57 avg price
ICSHIshares Tr
Recent Activity
Increased 5.97%
0.56%
$3.468M
68,356 shares@ $50.75 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 24.2%
0.46%
$2.862M
50,595 shares@ $56.58 avg price
QUALIshares Tr
Recent Activity
Increased 954.41%
0.45%
$2.811M
15,679 shares@ $179.31 avg price
AONAon Plc
Recent Activity
Increased 43.71%
0.44%
$2.719M
7,858 shares@ $346.03 avg price
LOWLowes Cos Inc
Recent Activity
Increased 3.09%
0.43%
$2.69M
9,933 shares@ $270.86 avg price
SYKStryker Corporation
Recent Activity
Increased 2.11%
0.43%
$2.651M
7,338 shares@ $361.3 avg price
VOOVanguard Index Fds
Recent Activity
Increased 21.75%
0.38%
$2.382M
4,513 shares@ $527.71 avg price
SHELShell Plc
Recent Activity
Increased 2.16%
0.38%
$2.365M
35,856 shares@ $65.96 avg price