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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
ELVElevance Health Inc
Recent Activity
Decreased -4.05%
0.4%
$2.489M
4,785 shares@ $520.07 avg price
BACBank America Corp
Recent Activity
Decreased -29.92%
0.38%
$2.383M
60,057 shares@ $39.69 avg price
VOOVanguard Index Fds
Recent Activity
Increased 21.75%
0.38%
$2.382M
4,513 shares@ $527.71 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -6.85%
0.38%
$2.373M
56,802 shares@ $41.78 avg price
SHELShell Plc
Recent Activity
Increased 2.16%
0.38%
$2.365M
35,856 shares@ $65.96 avg price
ABTAbbott Labs
Recent Activity
Decreased -15%
0.38%
$2.324M
20,388 shares@ $114.02 avg price
DGSWisdomtree Tr
Recent Activity
New Position
0.37%
$2.292M
42,686 shares@ $53.71 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
AMGNAmgen Inc
Recent Activity
Increased 5.42%
0.36%
$2.203M
6,835 shares@ $322.26 avg price