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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
ICSHIshares Tr
Recent Activity
Increased 5.97%
0.56%
$3.468M
68,356 shares@ $50.75 avg price
EFGIshares Tr
Recent Activity
Decreased -9.27%
0.53%
$3.3M
30,653 shares@ $107.66 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -20.54%
0.52%
$3.213M
27,863 shares@ $115.31 avg price
VSTVistra Corp
Recent Activity
Decreased -28.09%
0.5%
$3.126M
26,374 shares@ $118.55 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.49%
0.5%
$3.087M
19,048 shares@ $162.07 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.56%
0.48%
$2.985M
16,662 shares@ $179.17 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -24.74%
0.47%
$2.951M
100,748 shares@ $29.3 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 24.2%
0.46%
$2.862M
50,595 shares@ $56.58 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