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Patricia France

@Gilliland Jeter Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$596.665MTotal holdings701
Assets growth rate100.98%Assets growth rate (2-Q avg)52.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Gilliland Jeter Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 701 positions.

Assets under management

The assets under management (AUM) of Gilliland Jeter Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 596.665M in assets, with a quarterly growth rate of 100.98% and a 2-quarter average growth rate of 52.19%. The portfolio is managed by Patricia France, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DGDollar General Corporation New
Recent Activity
Decreased -2.54%
0.64%
$3.763M
24,113 shares@ $156.07 avg price
RJFRaymond James Finl Incorporated
Recent Activity
Decreased -0.4%
0.14%
$797,326
6,212 shares@ $128.36 avg price
WRKWestrock Company
Recent Activity
Decreased -0.07%
0.05%
$253,005
5,116 shares@ $49.46 avg price
FLYWFlywire Corporation Com Vtg
Recent Activity
Decreased -17.01%
0.04%
$209,142
9,793 shares@ $21.36 avg price
HEFAIshares Tr Hdg Msci Eafe
Recent Activity
Decreased -36.61%
0.01%
$33,987
973 shares@ $34.94 avg price
XCEMXClearbridge Mlp And Midstrm Fd
Recent Activity
Decreased -1.38%
0.01%
$29,340
641 shares@ $45.78 avg price
IGEBIshares Tr Investment Grade
Recent Activity
Decreased -4.56%
0.01%
$25,233
543 shares@ $46.47 avg price
FSDFirst Tr High Income Long Sh
Recent Activity
Decreased -2.01%
0.01%
$24,308
2,038 shares@ $11.93 avg price
MDUMdu Res Group Incorporated
Recent Activity
Decreased -0.47%
0.01%
$10,576
420 shares@ $25.19 avg price
TLHIshares Tr 10-20 Yr Trs Etf
Recent Activity
Decreased -11.53%
0.01%
$10,058
92 shares@ $109.33 avg price