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:
6.64%
Gain
Monthly
0.21%
Yearly
2.56%
Drawdown
35.25%
$381.51M
Equity
Holdings
$381.51M
Investment
$251.21M
$146.27M
Profit -$13,240.55
Realized
$15.97M
Unrealized
$130.3M
Dividends
$11.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$13,240.55
Win %
81%
This Week
Compared To Last Week
Gain
0.37%
Profit
$1.42M
Win %
81%
This Month
Compared to last month
Gain
1.65%
Profit
$6.19M
Win %
81%
This Year
Compared to last year
Gain
13.02%
Profit
$43.94M
Win %
80%
ABT Abbott Laboratories
+10.69%
+$50,378.51 
JBHT J.B. Hunt Transport Services, Inc.
+7.11%
+$113,991.41 
HOMB Home BancShares Inc.
+5.17%
+$27,591.18 
DSGX The Descartes Systems Group Inc.
+4.93%
+$17,142.4 
CRM Salesforce Inc
+3.81%
+$101,525.06 
BSX Boston Scientific Corporation
+3.81%
+$61,916.56 
ITW Illinois Tool Works Inc.
+3.71%
+$10,543.68 
MRK Merck & Co., Inc.
+3.56%
+$104,407.36 
UNP Union Pacific Corporation
+3.53%
+$62,179.38 
OZK Bank OZK
+3.49%
+$22,643.5 
ORLY O'Reilly Automotive Inc.
+3.35%
+$8,711.65 
IBM International Business Machines Corporation
+3.27%
+$27,481.11 
THC Tenet Healthcare Corporation
+3.11%
+$29,518.02 
MDLZ Mondelez International, Inc.
+3.06%
+$12,281.4 
NSC Norfolk Southern Corporation
+3.06%
+$22,780.76 
STE STERIS plc
+3.05%
+$9,610.5 
ABBV AbbVie Inc.
+3.03%
+$11,292.62 
PM Philip Morris International Inc.
+3%
+$69,054.82 
RF Regions Financial Corporation
+2.99%
+$10,932.92 
AMGN Amgen Inc.
+2.87%
+$11,505.1 
BTO John Hancock Financial Opportunities Fund
+2.8%
+$41,686.5 
OHI Omega Healthcare Investors Inc.
+2.79%
+$6,805.86 
WCN Waste Connections Inc.
+2.74%
+$28,617.06 
SFNC Simmons First National Corporation
+2.69%
+$7,572.68 
T AT&T Inc.
+2.68%
+$163,385.75 
MO Altria Group, Inc.
+2.65%
+$26,640.02 
VZ Verizon Communications Inc.
+2.54%
+$27,307.77 
SHOP Shopify Inc.
+2.54%
+$9,734 
CP Canadian Pacific Kansas City Limited
+2.53%
+$31,425.67 
RPM RPM International Inc.
+2.51%
+$17,518.76 
KO The Coca-Cola Company
+2.49%
+$5,485.8 
TJX The TJX Companies, Inc.
+2.42%
+$24,985.58 
ISRG Intuitive Surgical, Inc.
+2.42%
+$45,318.56 
COST Costco Wholesale Corporation
+2.41%
+$27,940.72 
WMT Walmart Inc.
+2.39%
+$309,156.32 
AKRE Akre Focus ETF
+2.35%
+$5,127.2 
SPGI S&P Global Inc.
+2.34%
+$10,263.69 
MA Mastercard Incorporated
+2.34%
+$17,828.45 
HBAN Huntington Bancshares Incorporated
+2.31%
+$61,750.68 
PSX Phillips 66
+2.21%
+$8,810.2 
MPC Marathon Petroleum Corporation
+2.19%
+$144,536.48 
ORI Old Republic International Corp.
+2.16%
+$7,156.62 
MSFT Microsoft Corp.
+2.09%
+$161,414.06 
GPN Global Payments Inc.
+2.03%
+$7,091.4 
BMY Bristol-Myers Squibb Company
+2.03%
+$3,941.28 
XLV Health Care Select Sector SPDR Fund
+2.01%
+$14,071.5 
JHX James Hardie Industries plc
+2%
+$26,250 
EHC Encompass Health Corporation
+1.85%
+$8,506.3 
V Visa Inc. Class A
+1.84%
+$72,450.12 
VTR Ventas Inc.
+1.73%
+$5,316.8 
AAPL Apple Inc.
+1.65%
+$602,278.2 
FVD First Trust Value Line Dividend Index Fund
+1.62%
+$3,679.03 
PG Procter & Gamble Co
+1.59%
+$18,677.72 
FTCS First Trust Capital Strength ETF
+1.55%
+$12,455.75 
COF Capital One Financial Corporation
+1.52%
+$10,777.02 
HD The Home Depot, Inc.
+1.52%
+$7,317.45 
ICE Intercontinental Exchange, Inc.
+1.39%
+$7,305.42 
MUSA Murphy USA Inc.
+1.37%
+$5,097.51 
CB Chubb Limited
+1.34%
+$27,852.86 
AFL Aflac Inc.
+1.25%
+$50,473.26 
LLY Eli Lilly and Company
+1.24%
+$22,908.88 
MKL Markel Group Inc.
+1.24%
+$5,064.68 
LNG Cheniere Energy Inc.
+1.21%
+$9,606.9 
DE Deere & Company
+1.17%
+$7,220.37 
NVS Novartis AG Sponsored ADR
+1.16%
+$11,721.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$4,124.16 
CVX Chevron Corporation
+1.06%
+$47,619.84 
MSI Motorola Solutions, Inc.
+1.02%
+$24,123.84 
SNOW Snowflake Inc.
+0.95%
+$12,956.83 
ENFR Alerian Energy Infrastructure ETF
+0.9%
+$12,879.4 
PFE Pfizer Inc.
+0.85%
+$4,731.09 
IWD iShares Russell 1000 Value ETF
+0.83%
+$29,839.25 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$10,511.4 
WFC Wells Fargo & Company
+0.74%
+$2,784.47 
XOM Exxon Mobil Corporation
+0.73%
+$21,808.44 
JNJ Johnson & Johnson
+0.73%
+$22,582.8 
ILCV iShares Morningstar Value ETF
+0.72%
+$3,456.75 
DTM Dt Midstream Inc.
+0.67%
+$10,875.53 
AXP American Express Company
+0.64%
+$1,573.23 
AMZN Amazon.com Inc
+0.61%
+$68,098.94 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$62,134.32 
EOG EOG Resources, Inc.
+0.57%
+$1,647.36 
COP ConocoPhillips
+0.55%
+$13,843.34 
DAL Delta Air Lines, Inc.
+0.55%
+$4,031.19 
NFLX Netflix, Inc.
+0.53%
+$1,100.97 
BX Blackstone Inc.
+0.5%
+$2,994.66 
FANG Diamondback Energy Inc
+0.49%
+$2,033.22 
HON Honeywell International Inc.
+0.45%
+$486 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$3,748.83 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.36%
+$1,354.92 
ALL Allstate Corporation
+0.35%
+$8,101.35 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.35%
+$1,089.49 
VTV Vanguard Value ETF
+0.35%
+$11,859.54 
LIN Linde plc
+0.35%
+$1,257.17 
DTE DTE Energy Company
+0.33%
+$10,764 
AMT American Tower Corporation
+0.33%
+$2,289.1 
PSC Principal U.S. Small-Cap ETF
+0.32%
+$2,061.57 
GOOG Alphabet Inc
+0.29%
+$15,966.6 
AEP American Electric Power Company, Inc.
+0.28%
+$5,678.76 
GOOGL Alphabet Inc
+0.27%
+$11,441.42 
SKYY First Trust Cloud Computing ETF
+0.23%
+$1,504.43 
XLB Materials Select Sector SPDR Fund
+0.22%
+$702.46 
WMB The Williams Companies, Inc.
+0.19%
+$5,211.99 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$5,563.82 
BAC Bank of America Corporation
+0.14%
+$5,578.81 
BE Bloom Energy Corporation
-13.26%
-$276,224.13 
SMR NuScale Power Corporation
-9.57%
-$14,616 
GE General Electric Company
-5.88%
-$32,698.13 
MU Micron Technology, Inc.
-5.6%
-$142,318.01 
SLI Standard Lithium Ltd.
-5.25%
-$1,486.08 
FCX Freeport-McMoRan Inc.
-5.05%
-$15,520.62 
LRCX Lam Research Corporation
-4.79%
-$363,924.42 
GS The Goldman Sachs Group, Inc.
-4.66%
-$22,227.66 
MPWR Monolithic Power Systems, Inc.
-4.28%
-$10,591.12 
ORCL Oracle Corporation
-4.27%
-$113,720.72 
CI The Cigna Group
-4.13%
-$19,535.97 
CAT Caterpillar Inc.
-4.13%
-$458,829.96 
AVGO Broadcom Inc.
-4.1%
-$168,611.78 
NXPI NXP Semiconductors N.V.
-3.64%
-$13,370.56 
GEV GE Vernova Inc.
-3.16%
-$19,758.75 
ADI Analog Devices, Inc.
-2.77%
-$18,805.23 
CGO Calamos Global Total Return Fund
-2.48%
-$6,790.08 
NVDA NVIDIA Corporation
-2.41%
-$765,742.08 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$48,243.44 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$12,023.76 
SOFI SoFi Technologies, Inc.
-1.96%
-$4,026.15 
GLD SPDR Gold Shares
-1.76%
-$6,156.09 
TTE TotalEnergies SE
-1.74%
-$4,185 
META Meta Platforms Inc Class A
-1.7%
-$135,831.92 
IYW iShares U.S. Technology ETF
-1.66%
-$99,825 
JCI Johnson Controls International plc
-1.49%
-$50,725.24 
ACV Virtus Diversified Income & Convertible Fund
-1.47%
-$10,311.09 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$173,876 
VONG Vanguard Russell 1000 Growth Fund
-1.36%
-$6,229.73 
TSLA Tesla, Inc.
-1.34%
-$11,854.89 
FV First Trust Dorsey Wright Focus 5 ETF
-1.33%
-$14,062.85 
IWO iShares Russell 2000 Growth ETF
-1.25%
-$5,648.82 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$38,181.05 
VBK Vanguard Small-Cap Growth ETF
-1.21%
-$10,594.95 
BLCR iShares Large Cap Core ACT ETF
-1.18%
-$3,931.2 
HUBB Hubbell Inc.
-1.12%
-$5,314.99 
HAL Halliburton Company
-1.11%
-$2,363.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$17,788.32 
WBD Warner Bros. Discovery, Inc.
-0.97%
-$2,088.2 
TT Trane Technologies plc
-0.94%
-$4,239.4 
AR Antero Resources Corporation
-0.92%
-$6,939.35 
CORO Ishares International Country Rotational Active ETF
-0.88%
-$20,326.32 
CCI Crown Castle Inc.
-0.86%
-$4,639.64 
PEG Public Service Enterprise Group Incorporated
-0.85%
-$3,400.68 
MGK Vanguard Mega Cap Growth ETF
-0.78%
-$17,843 
PGR Progressive Corporation
-0.77%
-$5,326.18 
VUG Vanguard Growth ETF
-0.75%
-$45,353.88 
BP BP p.l.c. Sponsored ADR
-0.73%
-$17,006.1 
SHLD Global X Defense Tech ETF
-0.72%
-$3,552.64 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$12,967.5 
PANW Palo Alto Networks, Inc.
-0.66%
-$13,213.43 
THRO iShares U.S. Thematic Rotation Active ETF
-0.64%
-$4,307.05 
CCD Calamos Dynamic Convertible and Income Fund
-0.49%
-$2,171.62 
JPM JPMorgan Chase & Co.
-0.46%
-$37,562.68 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$17,033.45 
BLK BlackRock, Inc.
-0.43%
-$2,052.04 
XLI Industrial Select Sector SPDR Fund
-0.41%
-$6,655.47 
NOW ServiceNow, Inc.
-0.31%
-$1,360.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$1,860.24 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$6,013.28 
IVV iShares Core S&P 500 ETF
-0.27%
-$12,682.22 
VOO Vanguard S&P 500 ETF
-0.27%
-$755.89 
OEF iShares S&P 100 ETF
-0.27%
-$6,302.35 
GPIX S&P 500 Core Premium Income Fund
-0.26%
-$1,148.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,371.7 
IWB iShares Russell 1000 ETF
-0.22%
-$1,895.4 
BNDX Vanguard Total International Bond ETF
-0.17%
-$414.56 
TLH iShares 10-20 Year Treasury Bond ETF
-0.15%
-$700.67 
BUFR FT Vestladder Buffer ETF-USD I
-0.15%
-$813.56 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$233.3 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.07%
-$602.77 
MBB iShares MBS ETF
-0.06%
-$179.68 
GDV Gabelli Dividend & Income Trust
-0.05%
-$393.87 
BINC iShares Flexible Income Active ETF
-0.04%
-$101.32 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$396.27 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$256.5 
IWM iShares Russell 2000 ETF
-0.02%
-$180.24 
BAB Invesco Taxable Municipal Bond ETF
-0.02%
-$42.17 
DVN Devon Energy Corporation
-0.01%
-$61.35 Events
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Dividends
Dividend Analysis
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| Trades 2242 | Longs Won 1397/2242 62% | Profit Factor 14.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $560,191.96 |
| Average Win $112,609.82 | Best Trade (Jul 16) $14.72M | Sharpe Ratio -15.14 |
| Average Loss -$13,068.91 | Worst Trade (Dec 30) -$1.68M | Z-Score -2.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $65,242.06 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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