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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
VUGVanguard Growth Etf
Recent Activity
Increased 0.03%
5.96%
$16.617M
40,487 shares@ $410.44 avg price
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
Increased 294.29%
5.59%
$15.589M
559,355 shares@ $27.87 avg price
VTVVanguard Value Etf
Recent Activity
Increased 5.98%
4.16%
$11.592M
68,468 shares@ $169.3 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 4.12%
4.08%
$11.374M
237,841 shares@ $47.83 avg price
SCHVSchwab Us Large Cap Value Etf
Recent Activity
Increased 206.14%
3.63%
$10.113M
387,915 shares@ $26.08 avg price
BSCWInvesco Bulletshares 2032 Corporate Bond Etf
Recent Activity
Increased 4.34%
3.47%
$9.659M
480,301 shares@ $20.11 avg price
XNEAXNuveen Amt Free Qlty Mun Incme Com
Recent Activity
Increased 8.2%
2.67%
$7.429M
658,587 shares@ $11.28 avg price
QQQPowershares Qqq Tr
Recent Activity
Increased 11.32%
2.65%
$7.365M
14,406 shares@ $511.22 avg price
SCHASchwab Etfs- Us Small-cap Etf
Recent Activity
Increased 100.97%
2.32%
$6.468M
250,115 shares@ $25.86 avg price
VBVanguard Small Cap Etf
Recent Activity
Increased 1.98%
2.14%
$5.959M
24,801 shares@ $240.28 avg price