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
MSIMotorola Solutions Incorporated Com New Recent Activity Increased 100.38%	1.09%	$6.473M 16,092 shares@ $402.28 avg price	Increased 100.38%
BSXBoston Scientific Corporation Recent Activity Increased 101.41%	1.07%	$6.369M 83,716 shares@ $76.08 avg price	Increased 101.41%
VVisa Incorporated Com Class A Recent Activity Increased 99.08%	1.05%	$6.236M 22,511 shares@ $277.02 avg price	Increased 99.08%
GOOGAlphabet Incorporated Cap Stk Class C Recent Activity Increased 96.03%	1.03%	$6.092M 38,103 shares@ $159.88 avg price	Increased 96.03%
INSPInspire Med Systems Incorporated Recent Activity Increased 81.89%	1.01%	$6.01M 28,206 shares@ $213.09 avg price	Increased 81.89%
DTEDte Energy Company Recent Activity Increased 100%	0.91%	$5.394M 44,850 shares@ $120.28 avg price	Increased 100%
COPConocophillips Recent Activity Increased 100.01%	0.88%	$5.206M 44,771 shares@ $116.28 avg price	Increased 100.01%
VTVVanguard Value Etf Recent Activity Increased 100%	0.88%	$5.197M 30,804 shares@ $168.72 avg price	Increased 100%
BACBank America Corporation Recent Activity Increased 101.22%	0.86%	$5.13M 132,231 shares@ $38.8 avg price	Increased 101.22%
UNHUnitedhealth Group Incorporated Recent Activity Increased 103.95%	0.82%	$4.846M 8,996 shares@ $538.65 avg price	Increased 103.95%