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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
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
UPSUnited Parcel Service Inc
Recent Activity
Increased 6.86%
0.62%
$3.856M
28,281 shares@ $136.35 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.6%
0.61%
$3.82M
19,341 shares@ $197.49 avg price
OVSListed Fd Tr
Recent Activity
Increased 14.73%
0.61%
$3.808M
105,245 shares@ $36.19 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
Increased 9.3%
0.6%
$3.742M
67,180 shares@ $55.71 avg price
VVisa Inc
Recent Activity
Increased 22.94%
0.59%
$3.65M
13,276 shares@ $274.97 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -21.84%
0.59%
$3.648M
31,118 shares@ $117.23 avg price
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