test

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
CMCSAComcast Corp New
Recent Activity
Decreased -6.85%
0.38%
$2.373M
56,802 shares@ $41.78 avg price
ABTAbbott Labs
Recent Activity
Decreased -15%
0.38%
$2.324M
20,388 shares@ $114.02 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -7.42%
0.36%
$2.239M
3,830 shares@ $584.6 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -16.31%
0.36%
$2.208M
39,084 shares@ $56.5 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -8.23%
0.35%
$2.185M
48,299 shares@ $45.25 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -49.03%
0.34%
$2.11M
2,380 shares@ $886.59 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -3.86%
0.33%
$2.063M
11,880 shares@ $173.68 avg price
AERAercap Holdings Nv
Recent Activity
Decreased -0.8%
0.33%
$2.034M
21,470 shares@ $94.72 avg price
KOCoca Cola Co
Recent Activity
Decreased -7.34%
0.32%
$1.97M
27,418 shares@ $71.87 avg price
OVLHListed Fd Tr
Recent Activity
Decreased -62.77%
0.3%
$1.882M
55,703 shares@ $33.79 avg price