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
AAPLApple Incorporated Recent Activity Increased 102.19%	8.92%	$53.178M 264,547 shares@ $201.02 avg price	Increased 102.19%
NVDANvidia Corporation Recent Activity Increased 5.79%	5.34%	$31.856M 162,933 shares@ $195.52 avg price	Increased 5.79%
MSFTMicrosoft Corporation Recent Activity Increased 102.01%	3.34%	$19.904M 46,784 shares@ $425.46 avg price	Increased 102.01%
IWFIshares Tr Rus 1000 Grw Etf Recent Activity Increased 104.32%	3.05%	$18.166M 50,950 shares@ $356.55 avg price	Increased 104.32%
WMTWalmart Incorporated Recent Activity Increased 100.53%	2.93%	$17.451M 247,679 shares@ $70.46 avg price	Increased 100.53%
AMZNAmazon Com Incorporated Recent Activity Increased 99.51%	2.9%	$17.278M 94,250 shares@ $183.33 avg price	Increased 99.51%
VIGVanguard Dividend Appreciation Etf Recent Activity Increased 104.24%	2.88%	$17.137M 89,970 shares@ $190.48 avg price	Increased 104.24%
METAMeta Platforms Incorporated Class A Recent Activity Increased 99.25%	1.96%	$11.677M 22,066 shares@ $529.2 avg price	Increased 99.25%
TAt&t Incorporated Recent Activity Increased 100.22%	1.88%	$11.159M 563,767 shares@ $19.8 avg price	Increased 100.22%
JPMJpmorgan Chase & Company Recent Activity Increased 99.71%	1.77%	$10.514M 51,160 shares@ $205.52 avg price	Increased 99.71%