test

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
CMBSIshares Tr Cmbs Etf
Recent Activity
Exited
0%
$1,972
42 shares@ $46.96 avg price
EMLPFirst Trust North American Energy Infrastructure Fund
Recent Activity
Exited
0%
$1,218
40 shares@ $30.45 avg price
FLJPFranklin Ftse Japan Etf
Recent Activity
Exited
0%
$1,122
39 shares@ $28.77 avg price
BBEUJ P Morgan Exch Traded Fd Tr Betabuilders Europe
Recent Activity
Exited
0%
$1,119
19 shares@ $58.9 avg price
SCZIshares Tr Eafe Sml Cp Etf
Recent Activity
Exited
0%
$1,110
18 shares@ $61.67 avg price
AGZIshares Tr Agency Bond Etf
Recent Activity
Exited
0%
$1,076
10 shares@ $107.6 avg price
GBILGoldman Sachs Access Treasury 0-1 Year Etf
Recent Activity
Exited
0%
$801
8 shares@ $100.13 avg price
IEFIshares Tr 7-10 Yr Trsy Bd
Recent Activity
Exited
0%
$656
7 shares@ $93.72 avg price
VNQIVanguard Global Ex-u.s. Real Estate Etf
Recent Activity
Exited
0%
$568
14 shares@ $40.58 avg price
IEIIshares Tr 3 7 Yr Treas Bd
Recent Activity
Exited
0%
$462
4 shares@ $115.5 avg price