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
DGDollar General Corporation New Recent Activity Decreased -2.54%	0.64%	$3.763M 24,113 shares@ $156.07 avg price	Decreased -2.54%
CBChubb Limited (switzerland) Recent Activity Increased 105.08%	0.62%	$3.682M 13,447 shares@ $273.79 avg price	Increased 105.08%
HOMBHome Bancshares Incorporated Recent Activity Increased 94.59%	0.62%	$3.644M 143,624 shares@ $25.38 avg price	Increased 94.59%
UNPUnion Pac Corporation Recent Activity Increased 98.26%	0.58%	$3.44M 13,973 shares@ $246.21 avg price	Increased 98.26%
WMBWilliams Companies Incorporated Recent Activity Increased 100.61%	0.57%	$3.393M 80,204 shares@ $42.31 avg price	Increased 100.61%
SPYSpdr S&p 500 Etf Recent Activity Increased 98.76%	0.55%	$3.239M 5,903 shares@ $548.65 avg price	Increased 98.76%
ALLAllstate Corporation Recent Activity Increased 100.16%	0.53%	$3.109M 17,147 shares@ $181.33 avg price	Increased 100.16%
MGKVanguard Mega Cap Growth Etf Recent Activity Increased 100.2%	0.52%	$3.08M 10,122 shares@ $304.31 avg price	Increased 100.2%
PMPhilip Morris International Incorporated Recent Activity Increased 101.31%	0.52%	$3.077M 28,914 shares@ $106.42 avg price	Increased 101.31%
XLKSpdr Technology Select Sector Fund Recent Activity Increased 99.99%	0.51%	$3.034M 13,981 shares@ $217.02 avg price	Increased 99.99%