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:
66.36%
Gain -0.44%
Monthly
1.6%
Yearly
21.01%
Drawdown
18.44%
$394.02M
Equity
Holdings
$394.02M
Investment
$258.38M
$152.19M
Profit -$1.47M
Realized
$16.54M
Unrealized
$135.65M
Dividends
$11.66M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$1.47M
Win %
79%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$2.38M
Win %
79%
This Month
Compared to last month
Gain
-0.37%
Profit
-$1.47M
Win %
79%
This Year
Compared to last year
Gain
3.12%
Profit
$11.92M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$1.56M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$20,102.55 
GOOG Alphabet Inc
+6.88%
+$336,487.53 
GOOGL Alphabet Inc
+6.73%
+$257,910.66 
TT Trane Technologies plc
+3.33%
+$13,789.81 
META Meta Platforms Inc Class A
+3.28%
+$210,179.73 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$6,540.4 
MSFT Microsoft Corp.
+3.02%
+$261,435.71 
NVDA NVIDIA Corporation
+2.93%
+$856,706.61 
AR Antero Resources Corporation
+2.38%
+$9,563.4 
CVX Chevron Corporation
+2.35%
+$112,109.56 
ORLY O'Reilly Automotive Inc.
+2.28%
+$6,258.55 
BP BP p.l.c. Sponsored ADR
+2.26%
+$56,747 
EOG EOG Resources, Inc.
+2.19%
+$6,747.98 
DVN Devon Energy Corporation
+2.17%
+$10,832.64 
CSCO Cisco Systems, Inc.
+2.14%
+$4,687.47 
LNG Cheniere Energy Inc.
+2.13%
+$17,081.04 
SKYY First Trust Cloud Computing ETF
+2.12%
+$14,413.41 
JCI Johnson Controls International plc
+1.93%
+$64,690.6 
HAL Halliburton Company
+1.93%
+$3,708.8 
PANW Palo Alto Networks, Inc.
+1.89%
+$34,876.65 
CRM Salesforce Inc
+1.83%
+$50,510.51 
ORCL Oracle Corporation
+1.81%
+$48,632.43 
VTR Ventas Inc.
+1.73%
+$5,283.57 
FANG Diamondback Energy Inc
+1.59%
+$6,913.32 
BSX Boston Scientific Corporation
+1.59%
+$19,591.74 
VZ Verizon Communications Inc.
+1.52%
+$17,772.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$27,323.52 
PH Parker-Hannifin Corporation
+1.43%
+$2,871.67 
GE General Electric Company
+1.42%
+$7,766.32 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$5,829.14 
CCD Calamos Dynamic Convertible and Income Fund
+1.25%
+$5,298.77 
COP ConocoPhillips
+1.22%
+$31,630.32 
WFC Wells Fargo & Company
+1.19%
+$4,403.34 
ITW Illinois Tool Works Inc.
+1.15%
+$3,402.75 
MSI Motorola Solutions, Inc.
+1.14%
+$28,598.87 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$24,239.25 
VUG Vanguard Growth ETF
+1.1%
+$64,093.74 
TTE TotalEnergies SE
+0.95%
+$2,490 
OEF iShares S&P 100 ETF
+0.95%
+$22,569.51 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$14,749.84 
UNP Union Pacific Corporation
+0.92%
+$16,300.41 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$5,239.82 
DTM Dt Midstream Inc.
+0.9%
+$13,790.76 
WMB The Williams Companies, Inc.
+0.89%
+$22,303.26 
IWL iShares Russell Top 200 ETF
+0.87%
+$3,155.22 
IBM International Business Machines Corporation
+0.86%
+$7,601.72 
GEV GE Vernova Inc.
+0.85%
+$5,027.55 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,640.04 
CP Canadian Pacific Kansas City Limited
+0.83%
+$9,384.15 
DSGX The Descartes Systems Group Inc.
+0.82%
+$2,970.7 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$13,044.2 
THC Tenet Healthcare Corporation
+0.81%
+$10,110.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$18,455.66 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,441.46 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,721.44 
SFNC Simmons First National Corporation
+0.77%
+$2,184.66 
SHLD Global X Defense Tech ETF
+0.77%
+$4,323.36 
TSLA Tesla, Inc.
+0.76%
+$5,288.72 
MPC Marathon Petroleum Corporation
+0.76%
+$52,214.61 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$91,495.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,325.88 
CAT Caterpillar Inc.
+0.7%
+$68,896.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$42,557.44 
WCN Waste Connections Inc.
+0.67%
+$5,924.07 
PLTR Palantir Technologies Inc.
+0.65%
+$4,129.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$20,104.32 
IWB iShares Russell 1000 ETF
+0.64%
+$5,577.98 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$6,456.58 
OZK Bank OZK
+0.61%
+$3,935.45 
TER Teradyne, Inc.
+0.6%
+$1,350.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,569.02 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$2,095.04 
MO Altria Group, Inc.
+0.57%
+$5,568.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,974.16 
STX Seagate Technology Holdings plc
+0.52%
+$1,335 
PSX Phillips 66
+0.51%
+$2,170.76 
NSC Norfolk Southern Corporation
+0.46%
+$3,392.99 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,168.17 
IYW iShares U.S. Technology ETF
+0.46%
+$26,251.15 
IWD iShares Russell 1000 Value ETF
+0.44%
+$16,866.45 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$2,218.8 
PFE Pfizer Inc.
+0.4%
+$2,256 
AVGO Broadcom Inc.
+0.37%
+$14,947.2 
PG Procter & Gamble Co
+0.37%
+$4,108.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,578 
BAC Bank of America Corporation
+0.36%
+$14,439.48 
ACV Virtus Diversified Income & Convertible Fund
+0.34%
+$2,230.2 
RF Regions Financial Corporation
+0.32%
+$1,164.3 
MRK Merck & Co., Inc.
+0.32%
+$9,296.98 
CGO Calamos Global Total Return Fund
+0.32%
+$823.04 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,507.22 
JPM JPMorgan Chase & Co.
+0.27%
+$21,636.92 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$3,493.1 
JNJ Johnson & Johnson
+0.21%
+$6,489.85 
ADI Analog Devices, Inc.
+0.2%
+$1,226.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$652.82 
T AT&T Inc.
+0.17%
+$11,333.2 
MS Morgan Stanley
+0.17%
+$371.88 
EHC Encompass Health Corporation
+0.16%
+$752.58 
CB Chubb Limited
+0.15%
+$3,206.5 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$509.8 
DELL Dell Technologies Inc.
+0.14%
+$414.96 
DTE DTE Energy Company
+0.12%
+$3,812.25 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,694.83 
AFL Aflac Inc.
+0.09%
+$4,012.56 
WMT Walmart Inc.
+0.09%
+$11,495.53 
ABT Abbott Laboratories
+0.09%
+$430.92 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$1,217.07 
GDV Gabelli Dividend & Income Trust
+0.07%
+$531.04 
AEP American Electric Power Company, Inc.
+0.06%
+$1,074.36 
AAPL Apple Inc.
-7.35%
-$2.67M 
NXPI NXP Semiconductors N.V.
-6.53%
-$21,056 
LIN Linde plc
-5.95%
-$20,970.19 
MU Micron Technology, Inc.
-5.9%
-$146,525.77 
SHOP Shopify Inc.
-4.29%
-$15,844.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$5,764.15 
CI The Cigna Group
-2.99%
-$14,438.99 
ABBV AbbVie Inc.
-2.51%
-$9,866.75 
ICE Intercontinental Exchange, Inc.
-2.42%
-$14,019.21 
XLB Materials Select Sector SPDR Fund
-2.34%
-$7,727.06 
SMR NuScale Power Corporation
-2.09%
-$3,756.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,511.21 
SNOW Snowflake Inc.
-1.62%
-$30,096.14 
LRCX Lam Research Corporation
-1.58%
-$106,441.15 
GLD SPDR Gold Shares
-1.49%
-$5,265.93 
IAU iShares Gold Trust
-1.46%
-$3,158.35 
NVS Novartis AG Sponsored ADR
-1.45%
-$14,651.48 
MUSA Murphy USA Inc.
-1.35%
-$5,229.16 
DAL Delta Air Lines, Inc.
-1.3%
-$9,482.9 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,137.48 
MDLZ Mondelez International, Inc.
-1.22%
-$5,254.49 
STE STERIS plc
-1.22%
-$4,080.15 
TJX The TJX Companies, Inc.
-1.21%
-$13,150.01 
DE Deere & Company
-1.13%
-$7,119.59 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$4,350.87 
KO The Coca-Cola Company
-1.02%
-$2,410.2 
BTO John Hancock Financial Opportunities Fund
-1.01%
-$15,372.54 
XOM Exxon Mobil Corporation
-0.97%
-$30,058.38 
SOFI SoFi Technologies, Inc.
-0.97%
-$1,840 
PGR Progressive Corporation
-0.87%
-$6,271.92 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,978.6 
SPGI S&P Global Inc.
-0.74%
-$2,686.26 
MA Mastercard Incorporated
-0.74%
-$6,141.26 
BLK BlackRock, Inc.
-0.73%
-$3,511.2 
RPM RPM International Inc.
-0.7%
-$5,168 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$18,912.25 
JHX James Hardie Industries plc
-0.68%
-$9,000 
AMGN Amgen Inc.
-0.64%
-$2,772.65 
BE Bloom Energy Corporation
-0.63%
-$11,397 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,682.72 
AMT American Tower Corporation
-0.63%
-$4,646.44 
PM Philip Morris International Inc.
-0.61%
-$15,020.09 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,293.22 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$3,505.94 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$3,148.18 
CPAI Counterpoint Quantitative Equity ETF
-0.55%
-$8,037.96 
COF Capital One Financial Corporation
-0.54%
-$3,839.76 
LLY Eli Lilly and Company
-0.53%
-$9,826.39 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$20,598.72 
FTCS First Trust Capital Strength ETF
-0.51%
-$4,262.58 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$5,201.12 
ALL Allstate Corporation
-0.49%
-$12,512.63 
SLI Standard Lithium Ltd.
-0.49%
-$123.84 
IWM iShares Russell 2000 ETF
-0.47%
-$4,175.53 
HD The Home Depot, Inc.
-0.42%
-$1,962.71 
MBB iShares MBS ETF
-0.4%
-$1,662.41 
ORI Old Republic International Corp.
-0.39%
-$1,398.42 
AXP American Express Company
-0.38%
-$872.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$40,763.69 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$759.15 
HOMB Home BancShares Inc.
-0.29%
-$1,639.08 
CCI Crown Castle Inc.
-0.27%
-$1,488.9 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,291.74 
VTV Vanguard Value ETF
-0.27%
-$9,087.03 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$866.22 
BX Blackstone Inc.
-0.25%
-$907.54 
HUBB Hubbell Inc.
-0.24%
-$1,029.43 
COST Costco Wholesale Corporation
-0.24%
-$2,881.88 
HBAN Huntington Bancshares Incorporated
-0.23%
-$5,793.7 
BNDX Vanguard Total International Bond ETF
-0.23%
-$655.27 
GTO Invesco Total Return Bond ETF
-0.22%
-$442.8 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,618.02 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$737.28 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,996.93 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$415.53 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$1,517.4 
EQAL Invesco Russell 1000 Equal Weight ETF
-0.15%
-$582.84 
LMUB iShares Long-Term National Muni Bond ETF
-0.1%
-$205.35 
AKRE Akre Focus ETF
-0.09%
-$197.2 
BINC iShares Flexible Income Active ETF
-0.08%
-$209.19 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$529.15 
V Visa Inc. Class A
-0.04%
-$1,550.39 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$71.56 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$153.97 Events
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Dividends
Dividend Analysis
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| Trades 2394 | Longs Won 1578/2394 65% | Profit Factor 15.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,722.27 |
| Average Win $103,011.07 | Best Trade (Sep 01) $13.13M | Sharpe Ratio -12.27 |
| Average Loss -$12,702.05 | Worst Trade (Dec 30) -$1.68M | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $63,570.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,006 | $21.26M | $33.67M | - | $12.42M | 58.4% | -7.354% |
| ABBV AbbVie Inc. | 1,525 | $244,693.08 | $382,683.5 | - | $137,990.42 | 56.39% | -2.513% |
| ABT Abbott Laboratories | 4,788 | $529,318.73 | $506,091.6 | - | -$23,227.13 | -4.39% | +0.085% |
| ACV Virtus Diversified Income & Convertible Fund | 24,780 | $523,882.47 | $662,617.2 | - | $138,734.73 | 26.48% | +0.338% |
| ADI Analog Devices, Inc. | 1,657 | $329,737.8 | $608,798.37 | - | $279,060.57 | 84.63% | +0.202% |
| AEP American Electric Power Company, Inc. | 15,348 | $1.25M | $1.96M | - | $715,676.8 | 57.41% | +0.055% |
| AFL Aflac Inc. | 33,438 | $2.76M | $4.26M | - | $1.5M | 54.45% | +0.094% |
| AKRE Akre Focus ETF | 3,944 | $258,371 | $226,740.56 | - | -$31,630.44 | -12.24% | -0.087% |
| ALL Allstate Corporation | 9,625 | $1.44M | $2.54M | - | $1.11M | 77% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 380 | $220,746 | $180,937 | - | -$39,809 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,118 | $326,398.06 | $430,608.88 | - | $104,210.82 | 31.93% | -0.64% |
| AMT American Tower Corporation | 4,224 | $832,342.53 | $732,272.64 | - | -$100,069.89 | -12.02% | -0.631% |
| AMZN Amazon.com Inc | 43,189 | $6.58M | $11.73M | - | $5.15M | 78.37% | +15.321% |
| AR Antero Resources Corporation | 11,385 | $344,960.2 | $411,453.9 | - | $66,493.7 | 19.28% | +2.38% |
| AVGO Broadcom Inc. | 10,380 | $2.41M | $4.04M | - | $1.63M | 67.88% | +0.371% |
| AXP American Express Company | 687 | $168,908.64 | $231,003.75 | - | $62,095.11 | 36.76% | -0.376% |
| BAB Invesco Taxable Municipal Bond ETF | 8,435 | $223,967.19 | $221,671.8 | - | -$2,295.39 | -1.02% | -0.341% |
| BAC Bank of America Corporation | 65,634 | $2.22M | $4.07M | - | $1.84M | 83% | +0.356% |
| BE Bloom Energy Corporation | 8,700 | $220,698 | $1.79M | - | $1.57M | 711.31% | -0.632% |
| BINC iShares Flexible Income Active ETF | 5,230 | $276,574.9 | $271,907.7 | - | -$4,667.2 | -1.69% | -0.077% |
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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 - $11.16M, Apple Inc - $1.94M, Broadcom Inc - $1.05M, AT&T Inc - $994,488.19, and Walmart Inc - $763,315.46. 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 $11.66M earned over time. The largest contributors to dividend income include AT&T Inc - $863,829.26, Chevron Corporation - $419,365.21, Vanguard Dividend Appreciation ETF - $395,698.35, JPMorgan Chase & Co - $358,146.1, 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.
