Patricia France

@Gilliland Jeter Wealth Management Llc

Latest period2024 - Q3

Reported2mo 29d 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
XOMExxon Mobil Corporation Recent Activity Increased 49.91%	0.8%	$4.755M 40,700 shares@ $116.84 avg price	Increased 49.91%
IWDIshares Tr Rus 1000 Val Etf Recent Activity Increased 102.47%	0.79%	$4.707M 25,510 shares@ $184.54 avg price	Increased 102.47%
LRCXLam Research Corporation Recent Activity Increased 99.81%	0.78%	$4.612M 5,161 shares@ $893.7 avg price	Increased 99.81%
ISRGIntuitive Surgical Incorporated Com New Recent Activity Increased 101.78%	0.75%	$4.451M 9,990 shares@ $445.59 avg price	Increased 101.78%
JCIJohnson Controls International Plc Shs (ireland) Recent Activity Increased 99.07%	0.72%	$4.294M 60,119 shares@ $71.43 avg price	Increased 99.07%
BPBp Plc Sponsored Adr (united Kingdom) Recent Activity Increased 100.18%	0.72%	$4.278M 123,916 shares@ $34.53 avg price	Increased 100.18%
AVGOBroadcom Incorporated Recent Activity Increased 989.35%	0.71%	$4.214M 15,131 shares@ $278.52 avg price	Increased 989.35%
JNJJohnson & Johnson Recent Activity Increased 99.04%	0.71%	$4.21M 26,295 shares@ $160.11 avg price	Increased 99.04%
IVVIshares Tr Core S&p500 Etf Recent Activity Increased 102.43%	0.69%	$4.106M 7,425 shares@ $552.96 avg price	Increased 102.43%
GOOGLAlphabet Incorporated Cap Stk Class A Recent Activity Increased 106.06%	0.65%	$3.838M 24,259 shares@ $158.22 avg price	Increased 106.06%