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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
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Exited
0%
$7,957
161 shares@ $49.43 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Exited
0%
$6,900
42 shares@ $164.29 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Exited
0%
$3,238
74 shares@ $43.76 avg price
GSLCGoldman Sachs Activebeta U.s. Large Cap Equity Etf
Recent Activity
Exited
0%
$3,209
30 shares@ $106.97 avg price
GIGBGoldman Sachs Etf Tr Access Invt Grade Corporate
Recent Activity
Exited
0%
$3,077
68 shares@ $45.25 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
Exited
0%
$3,009
20 shares@ $150.45 avg price
GEMGoldman Sachs Activebeta Emerging Markets Equity Etf
Recent Activity
Exited
0%
$2,679
82 shares@ $32.68 avg price
JMBSJanus Henderson Mortgage Backed Securities Etf
Recent Activity
Exited
0%
$2,590
58 shares@ $44.66 avg price
TPYPTortoise North American Pipeline Fund
Recent Activity
Exited
0%
$2,566
89 shares@ $28.84 avg price
VOTVanguard Mid-cap Growth Etf
Recent Activity
Exited
0%
$2,066
9 shares@ $229.56 avg price