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
PREFPrincipal Spectrum Preferred Securities Active Etf Recent Activity Increased 102.17%	0.51%	$3.021M 163,504 shares@ $18.48 avg price	Increased 102.17%
CPCanadian Pacific Kansas City (canada) Recent Activity Increased 101.2%	0.49%	$2.903M 33,421 shares@ $86.87 avg price	Increased 101.2%
AEPAmerican Elec Pwr Company Incorporated Recent Activity Increased 100%	0.49%	$2.896M 30,696 shares@ $94.36 avg price	Increased 100%
PGProcter And Gamble Company Recent Activity Increased 101.34%	0.47%	$2.751M 16,411 shares@ $167.67 avg price	Increased 101.34%
DVNDevon Energy Corporation New Recent Activity Increased 111%	0.46%	$2.725M 60,447 shares@ $45.08 avg price	Increased 111%
KEYSKeysight Technologies Incorporated Recent Activity Increased 88.48%	0.42%	$2.473M 15,700 shares@ $157.49 avg price	Increased 88.48%
STIPIshares Tr 0-5 Yr Tips Etf Recent Activity Increased 98.17%	0.41%	$2.432M 24,243 shares@ $100.31 avg price	Increased 98.17%
XLISpdr Industrial Select Sector Fund Recent Activity Increased 100.44%	0.41%	$2.405M 18,396 shares@ $130.72 avg price	Increased 100.44%
SPGIS&p Global Incorporated Recent Activity Increased 99.96%	0.39%	$2.315M 4,913 shares@ $471.11 avg price	Increased 99.96%
WCNWaste Connections Incorporated (canada) Recent Activity Increased 100%	0.39%	$2.291M 13,060 shares@ $175.42 avg price	Increased 100%