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