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Kelley Leland

@Gill Capital Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$278.907MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJANInnovator International Developed Power Buffer Etf - January
Recent Activity
Exited
0%
$246,353
7,471 shares@ $32.98 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Exited
0%
$244,531
3,133 shares@ $78.06 avg price
KOCoca Cola Co Com
Recent Activity
Exited
0%
$213,280
2,968 shares@ $71.86 avg price
YUMYum! Brands Inc
Recent Activity
Exited
0%
$201,741
1,444 shares@ $139.71 avg price