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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
CATCaterpillar Incorporated
Recent Activity
Increased 98.35%
1.69%
$10.037M
26,505 shares@ $378.71 avg price
MPCMarathon Pete Corporation
Recent Activity
Increased 99.02%
1.57%
$9.316M
51,112 shares@ $182.28 avg price
VUGVanguard Growth Etf
Recent Activity
Increased 99.22%
1.37%
$8.133M
22,338 shares@ $364.07 avg price
MRKMerck & Company Incorporated
Recent Activity
Increased 101.17%
1.33%
$7.893M
64,214 shares@ $122.92 avg price
CVXChevron Corporation New
Recent Activity
Increased 101.14%
1.31%
$7.767M
50,969 shares@ $152.39 avg price
CRMSalesforce Incorporated
Recent Activity
Increased 99.26%
1.25%
$7.418M
25,797 shares@ $287.56 avg price
BRK.BBerkshire Hathaway Incorporated Del Class B New
Recent Activity
Increased 97.54%
1.19%
$7.094M
16,117 shares@ $440.16 avg price
IYWIshares Tr U.s. Tech Etf
Recent Activity
Increased 97.39%
1.19%
$7.056M
49,256 shares@ $143.25 avg price
AFLAflac Incorporated
Recent Activity
Increased 100%
1.16%
$6.875M
69,561 shares@ $98.84 avg price
ORCLOracle Corporation
Recent Activity
Increased 99.6%
1.09%
$6.487M
43,844 shares@ $147.97 avg price