Kelley Leland

@Gill Capital Partners, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$278.907M

Total holdings135

Assets growth rate-0.16%

Assets growth rate (2-Q avg)3.94%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gill Capital Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Gill Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 278.907M in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Kelley Leland, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JAVAJpmorgan Active Value Etf Recent Activity New Position	0.43%	$1.178M 18,615 shares@ $63.3 avg price	New Position
AJANInnovator Equity Defined Protection Etf - 2 Yr To January 2026 Recent Activity New Position	0.33%	$899,469 34,272 shares@ $26.25 avg price	New Position
BSCYInvesco Bulletshares 2034 Corporate Bond Etf Recent Activity New Position	0.21%	$560,885 27,746 shares@ $20.22 avg price	New Position
INOVInnovator International Developed Power Buffer Etf November Recent Activity New Position	0.11%	$291,768 10,191 shares@ $28.63 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.1%	$269,426 4,551 shares@ $59.21 avg price	New Position
FNDXSchwab Fundamental U.s. Large Company Etf Recent Activity New Position	0.09%	$226,760 9,576 shares@ $23.69 avg price	New Position
CVXChevron Corp New Com Recent Activity New Position	0.09%	$223,637 1,544 shares@ $144.85 avg price	New Position
TAt&t Inc Com Recent Activity New Position	0.08%	$202,437 8,891 shares@ $22.77 avg price	New Position