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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
CALFPacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Exited
0%
$436
10 shares@ $43.6 avg price
KRESpdr S&p Regional Banking Etf
Recent Activity
Exited
0%
$393
8 shares@ $49.13 avg price
SCHPSchwab U.s. Tips Etf
Recent Activity
Exited
0%
$312
6 shares@ $52.0 avg price
SLVIshares Silver Tr Ishares
Recent Activity
Exited
0%
$266
10 shares@ $26.6 avg price
EMTLSpdr Doubleline Emerging Markets Fixed Income Etf
Recent Activity
Exited
0%
$211
5 shares@ $42.2 avg price
PPLTAbrdn Physical Platinum Shares Etf
Recent Activity
Exited
0%
$183
2 shares@ $91.5 avg price
PALLAbrdn Physical Palladium Shares Etf
Recent Activity
Exited
0%
$178
2 shares@ $89.0 avg price