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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
OVLListed Fd Tr
Recent Activity
Increased 102.39%
3.75%
$23.5M
505,588 shares@ $46.48 avg price
AAPLApple Inc
Recent Activity
Decreased -46.15%
3.44%
$21.563M
92,547 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.9%
3.11%
$19.498M
45,312 shares@ $430.31 avg price
BHVNBiohaven Ltd
Recent Activity
Increased 0.87%
2.64%
$16.539M
330,988 shares@ $49.97 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -8.42%
2.19%
$13.735M
28,141 shares@ $488.08 avg price
NVDANvidia Corporation
Recent Activity
Increased 835.64%
2.06%
$12.938M
106,541 shares@ $121.45 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 70.45%
1.78%
$11.157M
131,994 shares@ $84.54 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -13.67%
1.74%
$10.877M
51,585 shares@ $210.87 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -28.82%
1.68%
$10.512M
56,417 shares@ $186.34 avg price
KHPIManaged Portfolio Series
Recent Activity
New Position
1.64%
$10.299M
407,239 shares@ $25.29 avg price