Patricia France

@Gilliland Jeter Wealth Management Llc

Latest period2024 - Q3

Reported2mo 28d ago

Managed Assets$596.665M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PXDPioneer Nat Res Company Recent Activity New Position	0.21%	$1.251M 4,766 shares@ $262.51 avg price	New Position
ABNBAirbnb Incorporated Com Class A Recent Activity New Position	0.03%	$133,785 1,055 shares@ $126.82 avg price	New Position
FIFFirst Tr Energy Infrastrctr Fd Recent Activity New Position	0.03%	$121,317 6,680 shares@ $18.17 avg price	New Position
FJULFt Vest U.s. Equity Buffer Etf - July Recent Activity New Position	0.02%	$104,351 2,169 shares@ $48.12 avg price	New Position
TROWPrice T Rowe Group Incorporated Recent Activity New Position	0.02%	$77,008 707 shares@ $108.93 avg price	New Position
FTVFortive Corporation Recent Activity New Position	0.02%	$60,214 700 shares@ $86.02 avg price	New Position
STXSeagate Technology Hldngs Plc Ord Shs (ireland) Recent Activity New Position	0.01%	$54,765 500 shares@ $109.53 avg price	New Position
SOFISofi Technologies Incorporated Recent Activity New Position	0.01%	$47,160 6,000 shares@ $7.86 avg price	New Position
BAHBooz Allen Hamilton Hldg Corporation Class A Recent Activity New Position	0.01%	$44,532 300 shares@ $148.44 avg price	New Position
9497⤦Wells Fargo & Co Pfd Non-cumulative Series L Recent Activity New Position	0.01%	$42,329 35 shares@ $1209.4 avg price	New Position