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
JBHTHunt J B Trans Svcs Incorporated Recent Activity Increased 100.02%	0.38%	$2.24M 12,059 shares@ $185.78 avg price	Increased 100.02%
BTOHancock John Finl Opptys Fd Sh Ben Int New Recent Activity Increased 120.87%	0.38%	$2.225M 71,038 shares@ $31.33 avg price	Increased 120.87%
PANWPalo Alto Networks Incorporated Recent Activity Increased 100%	0.38%	$2.221M 7,098 shares@ $312.97 avg price	Increased 100%
IQVIqvia Hldgs Incorporated Recent Activity Increased 107.38%	0.36%	$2.132M 8,693 shares@ $245.22 avg price	Increased 107.38%
VZVerizon Communications Incorporated Recent Activity Increased 99.99%	0.35%	$2.077M 47,786 shares@ $43.46 avg price	Increased 99.99%
LLYEli Lilly & Company Recent Activity Increased 82.12%	0.34%	$2.02M 2,413 shares@ $837.26 avg price	Increased 82.12%
CADECadence Bank Recent Activity Increased 102.16%	0.34%	$2.008M 66,061 shares@ $30.41 avg price	Increased 102.16%
SKYYFirst Trust Ise Cloud Computing Index Fund Recent Activity Increased 100%	0.33%	$1.962M 19,836 shares@ $98.94 avg price	Increased 100%
TJXTjx Companies Incorporated New Recent Activity Increased 103.59%	0.33%	$1.946M 17,795 shares@ $109.35 avg price	Increased 103.59%
COSTCostco Wholesale Corporation New Recent Activity Increased 100%	0.33%	$1.93M 2,384 shares@ $809.58 avg price	Increased 100%