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Gilliland Jeter Wealth Management LLC
RIA/Wealth
Gilliland Jeter Wealth Management LLC is a RIA/Wealth based in Little Rock, AR led by Patricia Rene France, reporting $505.3M in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).
CCOPatricia Rene France
- Portfolio Value
- $324.0M
- Positions
- 172
- Top Holding
- AAPL at 8.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Gilliland Jeter Wealth Management LLC's portfolio (41.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $28.9M | 8.92% | -$922.5K Sold | 0.00% 113.5K shares | |
Semiconductors Technology | $27.8M | 8.59% | -$1.1M Sold | 0.00% 149.1K shares | |
Discount Stores Consumer Defensive | $12.2M | 3.77% | -$279.3K Sold | 0.00% 118.4K shares | |
ETF ETF | $11.9M | 3.67% | -$458.6K Sold | — 25.4K shares | |
Software - Infrastructure Technology | $10.3M | 3.18% | -$445.4K Sold | 0.00% 19.9K shares | |
Specialty Retail Consumer Cyclical | $9.9M | 3.06% | +$4.6K Bought | 0.00% 45.1K shares | |
Unknown Unknown | $9.8M | 3.04% | — | — 45.6K shares | |
Internet Content & Information Communication Services | $8.2M | 2.53% | +$12.5K Bought | 0.00% 11.2K shares | |
Telecommunications Services Communication Services | $8.0M | 2.48% | -$88.4K Sold | 0.00% 284.8K shares | |
Banks - Diversified Financial Services | $7.5M | 2.32% | -$244.8K Sold | 0.00% 23.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Gilliland Jeter Wealth Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+87.09% | |
+35.81% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Gilliland Jeter Wealth Management LLC
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