test

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
SCHMSchwab Us Mid-cap Etf
Recent Activity
Increased 199.3%
2.09%
$5.812M
209,743 shares@ $27.72 avg price
SCHFSchwab International Equity Etf
Recent Activity
Increased 106.72%
1.89%
$5.244M
283,452 shares@ $18.51 avg price
AAPLApple Inc
Recent Activity
Increased 34.49%
1.49%
$4.154M
16,589 shares@ $250.43 avg price
PNOVInnovator U.s. Equity Power Buffer Etf - November
Recent Activity
Increased 115.16%
1.45%
$4.032M
106,447 shares@ $37.88 avg price
MSFTMicrosoft
Recent Activity
Increased 4.13%
1.13%
$3.149M
7,471 shares@ $421.52 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 1.99%
0.99%
$2.753M
20,504 shares@ $134.29 avg price
JEPIJpmorgan Equity Premium Income Etf
Recent Activity
Increased 1.27%
0.86%
$2.393M
41,596 shares@ $57.54 avg price
BSCSInvesco Bulletshares 2028 Corporate Bond Etf
Recent Activity
Increased 6.7%
0.84%
$2.331M
115,807 shares@ $20.13 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 5.69%
0.75%
$2.071M
9,439 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 0.08%
0.69%
$1.922M
4,240 shares@ $453.28 avg price