PF
Patricia France Portfolio
Invests via Gilliland Jeter Wealth Management LLC | Managed by Matthew Scott Jeter, Joseph Clayton Gilliland, Cole Morgan
Invests via Gilliland Jeter Wealth Management LLC
Managed by Matthew Scott Jeter, Joseph Clayton Gilliland, Cole Morgan
Automatically Tracked
Patricia France Profile
Experienced investor and corporate executive with a focus on growth-stage healthcare and technology companies. Patricia France combines operating leadership and capital-allocation experience, having led strategy, M&A and portfolio scaling across public and private markets. She evaluates board and CEO opportunities, prioritizing durable revenue models, unit economics and governance enhancements to drive value creation.
Experienced investor and corporate executive with a focus on growth-stage healthcare and technology companies. Patricia France combines operating leadership and capital-allocation experience, having led strategy, M&A and portfolio scaling across public and private markets. She evaluates board and CEO opportunities, prioritizing durable revenue models, unit economics and governance enhancements to drive value creation.
Investment Philosophy & Strategy
Combines operational leadership with disciplined growth-stage investing in healthcare and technology, prioritizing durable revenue models, strong unit economics and governance-driven value creation. Prefers board and CEO-level engagements where active strategic oversight, M&A acumen and portfolio scaling accelerate commercialization and margin expansion. Allocates capital with a bias toward companies demonstrating repeatable unit economics, regulatory defensibility and clear exit pathways; uses staged financing, performance milestones and board governance levers to manage downside and amplify long-term returns.
Combines operational leadership with disciplined growth-stage investing in healthcare and technology, prioritizing durable revenue models, strong unit economics and governance-driven value creation. Prefers board and CEO-level engagements where active strategic oversight, M&A acumen and portfolio scaling accelerate commercialization and margin expansion. Allocates capital with a bias toward companies demonstrating repeatable unit economics, regulatory defensibility and clear exit pathways; uses staged financing, performance milestones and board governance levers to manage downside and amplify long-term returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
69.32%
Gain -0.06%
Monthly
1.58%
Yearly
20.76%
Drawdown
18.44%
$400.6M
Equity
Holdings
$400.6M
Investment
$258.38M
$158.76M
Profit -$82,108.66
Realized
$16.54M
Unrealized
$142.22M
Dividends
$12.63M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$82,108.66
Win %
79%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$2.58M
Win %
79%
This Month
Compared to last month
Gain
1.47%
Profit
$5.82M
Win %
79%
This Year
Compared to last year
Gain
4.84%
Profit
$18.49M
Win %
78%
AR Antero Resources Corporation
+3.16%
+$13,092.75 
PM Philip Morris International Inc.
+2.63%
+$66,954.67 
JPM JPMorgan Chase & Co.
+2.56%
+$198,069.89 
TTE TotalEnergies SE
+2.34%
+$6,210 
COF Capital One Financial Corporation
+2.31%
+$15,596.82 
DTM Dt Midstream Inc.
+2.27%
+$30,216.34 
ALL Allstate Corporation
+2.09%
+$48,221.15 
MDLZ Mondelez International, Inc.
+2.05%
+$8,802.97 
WFC Wells Fargo & Company
+2.03%
+$7,252.56 
BP BP p.l.c. Sponsored ADR
+2.01%
+$55,328.32 
GE General Electric Company
+1.97%
+$9,503.32 
CCI Crown Castle Inc.
+1.94%
+$10,989.5 
HD The Home Depot, Inc.
+1.92%
+$8,337.87 
HOMB Home BancShares Inc.
+1.91%
+$10,016.6 
BLK BlackRock, Inc.
+1.9%
+$9,345.59 
PGR Progressive Corporation
+1.9%
+$13,656.6 
RF Regions Financial Corporation
+1.89%
+$5,996.15 
AXP American Express Company
+1.86%
+$4,012.08 
LNG Cheniere Energy Inc.
+1.84%
+$15,887.5 
SLI Standard Lithium Ltd.
+1.79%
+$309.6 
HBAN Huntington Bancshares Incorporated
+1.76%
+$39,108.42 
AEP American Electric Power Company, Inc.
+1.75%
+$33,458.64 
LLY Eli Lilly and Company
+1.75%
+$35,105.72 
TJX The TJX Companies, Inc.
+1.73%
+$17,088.26 
OZK Bank OZK
+1.7%
+$9,902.1 
ORLY O'Reilly Automotive Inc.
+1.7%
+$4,717.5 
PEG Public Service Enterprise Group Incorporated
+1.68%
+$5,901.18 
KO The Coca-Cola Company
+1.66%
+$4,097.34 
PG Procter & Gamble Co
+1.66%
+$20,152.58 
ENFR Alerian Energy Infrastructure ETF
+1.65%
+$21,657.22 
LIN Linde plc
+1.61%
+$5,488.56 
ORI Old Republic International Corp.
+1.59%
+$5,058.99 
HAL Halliburton Company
+1.53%
+$3,070.4 
COP ConocoPhillips
+1.53%
+$47,336.38 
XLB Materials Select Sector SPDR Fund
+1.52%
+$4,917.22 
SHLD Global X Defense Tech ETF
+1.52%
+$8,286.44 
AMT American Tower Corporation
+1.52%
+$11,616 
MSI Motorola Solutions, Inc.
+1.49%
+$39,330.78 
BAC Bank of America Corporation
+1.44%
+$48,897.33 
JNJ Johnson & Johnson
+1.42%
+$43,959.55 
MO Altria Group, Inc.
+1.38%
+$14,563.56 
RPM RPM International Inc.
+1.37%
+$9,316.03 
EOG EOG Resources, Inc.
+1.34%
+$4,350.1 
MRK Merck & Co., Inc.
+1.3%
+$42,969.12 
T AT&T Inc.
+1.28%
+$84,999 
VZ Verizon Communications Inc.
+1.25%
+$14,080.74 
CI The Cigna Group
+1.19%
+$5,970.12 
FANG Diamondback Energy Inc
+1.19%
+$5,043.66 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$44,577.45 
AFL Aflac Inc.
+1.16%
+$45,642.77 
AAPL Apple Inc.
+1.13%
+$420,218.13 
COST Costco Wholesale Corporation
+1.1%
+$13,638.56 
TT Trane Technologies plc
+1.1%
+$4,728.21 
CVX Chevron Corporation
+1.1%
+$59,650.97 
FVD First Trust Value Line Dividend Index Fund
+1.09%
+$2,470.09 
ABBV AbbVie Inc.
+1.08%
+$4,681.77 
NXPI NXP Semiconductors N.V.
+1.07%
+$3,263.69 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$39,999.84 
JHX James Hardie Industries plc
+1.04%
+$13,500 
VTR Ventas Inc.
+1.02%
+$2,891.01 
FCX Freeport-McMoRan Inc.
+1.01%
+$3,626.69 
AMGN Amgen Inc.
+0.99%
+$4,796.22 
V Visa Inc. Class A
+0.99%
+$43,746.25 
BTO John Hancock Financial Opportunities Fund
+0.99%
+$13,310.37 
ITW Illinois Tool Works Inc.
+0.98%
+$2,790.26 
CB Chubb Limited
+0.98%
+$20,933 
DVN Devon Energy Corporation
+0.97%
+$5,416.32 
OHI Omega Healthcare Investors Inc.
+0.94%
+$2,183.97 
WMT Walmart Inc.
+0.93%
+$126,448.3 
DTE DTE Energy Company
+0.92%
+$26,461.5 
SPGI S&P Global Inc.
+0.9%
+$3,351.25 
MS Morgan Stanley
+0.9%
+$1,688.94 
FTCS First Trust Capital Strength ETF
+0.89%
+$7,313.25 
WMB The Williams Companies, Inc.
+0.88%
+$21,595.22 
GS The Goldman Sachs Group, Inc.
+0.84%
+$3,117.42 
NVS Novartis AG Sponsored ADR
+0.81%
+$7,741.58 
XOM Exxon Mobil Corporation
+0.77%
+$26,522.3 
PFE Pfizer Inc.
+0.71%
+$4,739.86 
VTV Vanguard Value ETF
+0.67%
+$22,948.98 
PSX Phillips 66
+0.67%
+$3,879.28 
ICE Intercontinental Exchange, Inc.
+0.65%
+$3,828.47 
NSC Norfolk Southern Corporation
+0.61%
+$4,334.24 
XAR SPDR S&P Aerospace & Defense ETF
+0.59%
+$1,127.84 
ISRG Intuitive Surgical, Inc.
+0.59%
+$11,840.67 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.57%
+$1,967.9 
PH Parker-Hannifin Corporation
+0.57%
+$1,149.71 
SFNC Simmons First National Corporation
+0.52%
+$1,395.76 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$54,504.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.48%
+$1,751.04 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$7,059.6 
XLI Industrial Select Sector SPDR Fund
+0.44%
+$6,657.04 
MA Mastercard Incorporated
+0.44%
+$3,915.94 
ADI Analog Devices, Inc.
+0.43%
+$2,908.03 
IWD iShares Russell 1000 Value ETF
+0.43%
+$16,562.55 
ABT Abbott Laboratories
+0.38%
+$1,915.2 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$2,832.64 
GDV Gabelli Dividend & Income Trust
+0.35%
+$2,655.2 
DAL Delta Air Lines, Inc.
+0.33%
+$2,143.94 
MUSA Murphy USA Inc.
+0.28%
+$959.32 
WCN Waste Connections Inc.
+0.28%
+$2,455.07 
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$1,488.26 
BSX Boston Scientific Corporation
+0.27%
+$3,220.56 
ILCV iShares Morningstar Value ETF
+0.27%
+$1,434.29 
CP Canadian Pacific Kansas City Limited
+0.24%
+$2,699.55 
CORO Ishares International Country Rotational Active ETF
+0.24%
+$6,430.16 
GEV GE Vernova Inc.
+0.22%
+$1,240.25 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.2%
+$777.12 
MBB iShares MBS ETF
+0.18%
+$718.88 
PREF Principal Spectrum Preferred Securities Active ETF
+0.16%
+$2,434.14 
EHC Encompass Health Corporation
+0.15%
+$794.39 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$473.53 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$1,587.45 
HUBB Hubbell Inc.
+0.15%
+$623.08 
IAU iShares Gold Trust
+0.14%
+$307.45 
BINC iShares Flexible Income Active ETF
+0.13%
+$339.95 
UNP Union Pacific Corporation
+0.11%
+$2,014.71 
GLD SPDR Gold Shares
+0.1%
+$374.81 
LMUB iShares Long-Term National Muni Bond ETF
+0.09%
+$164.28 
GTO Invesco Total Return Bond ETF
+0.08%
+$154.98 
ACV Virtus Diversified Income & Convertible Fund
+0.04%
+$247.8 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
SNOW Snowflake Inc.
-7.35%
-$153,727.28 
PANW Palo Alto Networks, Inc.
-6.15%
-$129,071.9 
STX Seagate Technology Holdings plc
-5.77%
-$11,952 
PLTR Palantir Technologies Inc.
-5.71%
-$59,104.9 
SKYY First Trust Cloud Computing ETF
-4.27%
-$34,553.36 
MU Micron Technology, Inc.
-3.85%
-$101,657.13 
AMD Advanced Micro Devices, Inc.
-3.6%
-$7,698.79 
LRCX Lam Research Corporation
-3.58%
-$225,110.95 
ORCL Oracle Corporation
-3.48%
-$98,528.04 
CRM Salesforce Inc
-3.24%
-$122,080 
BE Bloom Energy Corporation
-3.02%
-$62,031 
DELL Dell Technologies Inc.
-2.93%
-$10,285.09 
SMR NuScale Power Corporation
-2.76%
-$3,548.24 
TER Teradyne, Inc.
-2.55%
-$5,378.63 
AVGO Broadcom Inc.
-2.3%
-$82,313.3 
SPCX Space Exploration Technologies Corp. Class A
-2.2%
-$4,921.35 
META Meta Platforms Inc Class A
-2.13%
-$186,879 
CCD Calamos Dynamic Convertible and Income Fund
-2.13%
-$8,512.77 
JBHT J.B. Hunt Transport Services, Inc.
-1.99%
-$27,205.79 
XLK State Street Technology Select Sector SPDR ETF
-1.86%
-$42,778.56 
CSCO Cisco Systems, Inc.
-1.74%
-$3,684.39 
IYW iShares U.S. Technology ETF
-1.73%
-$108,530.76 
THC Tenet Healthcare Corporation
-1.66%
-$22,465.26 
CGO Calamos Global Total Return Fund
-1.6%
-$4,012.32 
VBK Vanguard Small-Cap Growth ETF
-1.52%
-$12,679.16 
GOOGL Alphabet Inc
-1.43%
-$57,390 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$44,781.92 
DSGX The Descartes Systems Group Inc.
-1.35%
-$5,844 
MSFT Microsoft Corp.
-1.34%
-$138,299.98 
IWO iShares Russell 2000 Growth ETF
-1.31%
-$4,822.99 
GOOG Alphabet Inc
-1.3%
-$65,481.03 
MPWR Monolithic Power Systems, Inc.
-1.21%
-$2,755.97 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.17%
-$4,340.01 
FV First Trust Dorsey Wright Focus 5 ETF
-1.13%
-$12,447.12 
SHOP Shopify Inc.
-1.12%
-$6,005.82 
MGK Vanguard Mega Cap Growth ETF
-1.11%
-$26,025.3 
IBM International Business Machines Corporation
-1.1%
-$10,248.5 
EEM iShares MSCI Emerging Markets ETF
-1.09%
-$6,173.69 
IWF iShares Russell 1000 Growth ETF
-1.08%
-$138,271.38 
VONG Vanguard Russell 1000 Growth Fund
-1.05%
-$4,829.36 
DE Deere & Company
-0.99%
-$6,763.6 
VUG Vanguard Growth ETF
-0.98%
-$60,647.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$16,507.96 
TSLA Tesla, Inc.
-0.67%
-$5,400.81 
SOFI SoFi Technologies, Inc.
-0.66%
-$1,150 
CPAI Counterpoint Quantitative Equity ETF
-0.62%
-$9,329.77 
BLCR iShares Large Cap Core ACT ETF
-0.61%
-$2,777.94 
IWM iShares Russell 2000 ETF
-0.48%
-$3,995.28 
JCI Johnson Controls International plc
-0.43%
-$14,660.1 
IWL iShares Russell Top 200 ETF
-0.37%
-$1,390.26 
OEF iShares S&P 100 ETF
-0.35%
-$8,903.9 
THRO iShares U.S. Thematic Rotation Active ETF
-0.35%
-$2,137.3 
IALT iShares Systematic Alternatives Active ETF
-0.32%
-$1,210.78 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.31%
-$2,884.58 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.3%
-$7,312.62 
IWB iShares Russell 1000 ETF
-0.29%
-$2,680.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.29%
-$2,842.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$2,820.43 
AMZN Amazon.com Inc
-0.28%
-$30,663.76 
IVV iShares Core S&P 500 ETF
-0.23%
-$15,127.59 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$5,079.84 
JHMM John Hancock Multifactor Mid Cap ETF
-0.22%
-$2,463.04 
NVDA NVIDIA Corporation
-0.21%
-$69,016.56 
MPC Marathon Petroleum Corporation
-0.21%
-$21,628.75 
GPIX S&P 500 Core Premium Income Fund
-0.19%
-$1,993.95 
BX Blackstone Inc.
-0.17%
-$538.84 
AKRE Akre Focus ETF
-0.17%
-$394.4 
QUAL iShares MSCI USA Quality Factor ETF
-0.15%
-$563.04 
CAT Caterpillar Inc.
-0.14%
-$12,515.65 
STE STERIS plc
-0.11%
-$355.74 
BUFR FT Vestladder Buffer ETF-USD I
-0.09%
-$517.72 
BAB Invesco Taxable Municipal Bond ETF
-0.04%
-$84.35 
BNDX Vanguard Total International Bond ETF
-0.03%
-$89.36 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2394 | Longs Won 1572/2394 65% | Profit Factor 15.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $573,387.99 |
| Average Win $107,859.98 | Best Trade (Oct 16) $15.69M | Sharpe Ratio -57.13 |
| Average Loss -$13,132.34 | Worst Trade (Dec 30) -$1.68M | Z-Score 8.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy $66,316.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,006 | $21.26M | $37.7M | - | $16.44M | 77.35% | +1.127% |
| ABBV AbbVie Inc. | 1,525 | $244,693.08 | $436,866.75 | - | $192,173.67 | 78.54% | +1.083% |
| ABT Abbott Laboratories | 4,788 | $529,318.73 | $503,123.04 | - | -$26,195.69 | -4.95% | +0.382% |
| ACV Virtus Diversified Income & Convertible Fund | 24,780 | $523,882.47 | $598,189.2 | - | $74,306.73 | 14.18% | +0.041% |
| ADI Analog Devices, Inc. | 1,657 | $329,737.8 | $672,253.18 | - | $342,515.38 | 103.88% | +0.434% |
| AEP American Electric Power Company, Inc. | 15,348 | $1.25M | $1.94M | - | $694,496.56 | 55.71% | +1.754% |
| AFL Aflac Inc. | 33,438 | $2.76M | $3.99M | - | $1.23M | 44.68% | +1.156% |
| AKRE Akre Focus ETF | 3,944 | $258,371 | $226,977.2 | - | -$31,393.8 | -12.15% | -0.173% |
| ALL Allstate Corporation | 9,625 | $1.44M | $2.35M | - | $918,334.41 | 63.95% | +2.091% |
| AMD Advanced Micro Devices, Inc. | 380 | $220,746 | $205,948.6 | - | -$14,797.4 | -6.7% | -3.604% |
| AMGN Amgen Inc. | 1,118 | $326,398.06 | $490,041.76 | - | $163,643.7 | 50.14% | +0.988% |
| AMT American Tower Corporation | 4,224 | $832,342.53 | $777,680.64 | - | -$54,661.89 | -6.57% | +1.516% |
| AMZN Amazon.com Inc | 43,189 | $6.58M | $10.97M | - | $4.4M | 66.86% | -0.279% |
| AR Antero Resources Corporation | 11,385 | $344,960.2 | $427,962.15 | - | $83,001.95 | 24.06% | +3.156% |
| AVGO Broadcom Inc. | 10,380 | $2.41M | $3.49M | - | $1.08M | 45.08% | -2.303% |
| AXP American Express Company | 687 | $168,908.64 | $219,640.77 | - | $50,732.13 | 30.04% | +1.861% |
| BAB Invesco Taxable Municipal Bond ETF | 8,435 | $223,967.19 | $217,285.6 | - | -$6,681.59 | -2.98% | -0.039% |
| BAC Bank of America Corporation | 65,634 | $2.22M | $3.44M | - | $1.22M | 54.92% | +1.441% |
| BE Bloom Energy Corporation | 8,700 | $220,698 | $1.99M | - | $1.77M | 803.4% | -3.017% |
| BINC iShares Flexible Income Active ETF | 5,230 | $276,574.9 | $265,448.65 | - | -$11,126.25 | -4.02% | +0.128% |
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FAQ
Which stocks have generated the highest profits for Patricia France?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $11.19M, Apple Inc - $1.94M, AT&T Inc - $1.07M, Broadcom Inc - $1.05M, and Walmart Inc - $791,766.33. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Dollar General Corporation - $1.71M, Inspire Medical Systems, Inc - $961,221.73, UnitedHealth Group Incorporated - $785,929, Iridium Communications Inc - $667,304.36, and lululemon athletica inc - $403,997.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patricia France's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.63M earned over time. The largest contributors to dividend income include AT&T Inc - $942,453.34, Chevron Corporation - $463,514.55, Vanguard Dividend Appreciation ETF - $438,294.21, JPMorgan Chase & Co - $396,125.8, and Apple Inc - $346,265.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patricia France's monthly returns?
Patricia France's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Patricia France's strategy be considered aggressive or moderate?
Patricia France's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Patricia France's strategy?
Patricia France's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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