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Gilliland Jeter Wealth Management

Latest statistics and disclosures from Gilliland Jeter Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, WMT, IWF, AMZN, and represent 28.27% of Gilliland Jeter Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JHX, QQQ, XLK, NOW, IVV, BUFR, DYNF, META, IVE, Akre Focus Etf.
Started 10 new stock positions in FCX, Akre Focus Etf, HAL, WBD, BUFR, MBB, JHX, SHLD, BNDX, SMR.
Reduced shares in these 10 stocks: ETNB, ALE, , AAPL, LRCX, WMT, AVGO, AMZN, , .
Sold out of its positions in ALE, CHY, ETNB, ETR, HON, IRDM, SHOT, MMD.
Gilliland Jeter Wealth Management was a net buyer of stock by $2.2M.
Gilliland Jeter Wealth Management has $331M in assets under management (AUM), dropping by 2.11%.
Central Index Key (CIK): 0002009886

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Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 174 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.2	$31M		112k	271.86	View chart
NVIDIA Corporation (NVDA)	8.4	$28M		149k	186.50	View chart
Wal-Mart Stores (WMT)	3.9	$13M	-2%	116k	111.41	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	3.7	$12M		26k	473.30	View chart
Amazon (AMZN)	3.1	$10M	-2%	44k	230.82	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	3.0	$10M		46k	219.78	View chart
Microsoft Corporation (MSFT)	2.9	$9.5M		20k	483.62	View chart
Meta Platforms Incorporated Class A Cl A (META)	2.3	$7.7M	+5%	12k	660.10	View chart
JPMorgan Chase & Co. (JPM)	2.3	$7.6M		24k	322.22	View chart
At&t (T)	2.2	$7.2M		289k	24.84	View chart
Caterpillar (CAT)	2.1	$7.0M		12k	572.88	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.7	$5.6M		11k	487.87	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	1.5	$4.8M	+5%	24k	199.68	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	1.4	$4.6M		15k	313.81	View chart
Lam Research Corporation Com New (LRCX)	1.3	$4.2M	-7%	25k	171.18	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	1.3	$4.2M	+13%	6.1k	684.93	View chart
Oracle Corporation (ORCL)	1.2	$3.9M		20k	194.91	View chart
Chevron Corporation (CVX)	1.2	$3.9M		26k	152.41	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.2	$3.9M		11k	350.73	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	1.1	$3.7M	-3%	7.3k	502.65	View chart
AFLAC Incorporated (AFL)	1.1	$3.7M	-2%	33k	110.27	View chart
salesforce (CRM)	1.1	$3.7M		14k	264.92	View chart
Broadcom (AVGO)	1.1	$3.6M	-6%	10k	346.11	View chart
Boston Scientific Corporation (BSX)	1.1	$3.6M	-2%	38k	95.35	View chart
Marathon Petroleum Corp (MPC)	1.1	$3.6M		22k	162.63	View chart
Bank of America Corporation (BAC)	1.1	$3.6M		65k	55.00	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.1	$3.6M	-3%	12k	313.01	View chart
Vanguard Value Etf Value Etf (VTV)	0.9	$2.9M		15k	190.99	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.9	$2.9M		14k	210.34	View chart
DTE Energy Company (DTE)	0.9	$2.9M		22k	128.98	View chart
Johnson Controls International SHS (JCI)	0.9	$2.9M	-3%	24k	119.75	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.8	$2.8M	-3%	4.9k	566.36	View chart
Johnson & Johnson (JNJ)	0.8	$2.6M		13k	206.95	View chart
Merck & Co (MRK)	0.8	$2.5M		24k	105.26	View chart
Exxon Mobil Corporation (XOM)	0.8	$2.5M		21k	120.34	View chart
Williams Companies (WMB)	0.7	$2.2M		37k	60.11	View chart
Motorola Solutions Incorporated Com New (MSI)	0.7	$2.2M		5.8k	383.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.2M	+55%	3.6k	614.31	View chart
ConocoPhillips (COP)	0.6	$2.1M	-4%	23k	93.61	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.6	$2.1M		5.1k	412.81	View chart
Philip Morris International (PM)	0.6	$2.0M		13k	160.40	View chart
Allstate Corporation (ALL)	0.6	$2.0M	+3%	9.6k	208.16	View chart
BP Sponsored Adr (BP)	0.6	$2.0M		57k	34.73	View chart
Chubb (CB)	0.6	$1.9M	-2%	6.2k	312.12	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.6	$1.9M		2.8k	681.91	View chart
American Electric Power Company (AEP)	0.5	$1.8M		15k	115.31	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.5	$1.7M	+71%	12k	143.97	View chart
Eli Lilly & Co. (LLY)	0.5	$1.7M		1.6k	1074.67	View chart
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)	0.5	$1.7M	+34%	28k	60.81	View chart
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF)	0.5	$1.5M		78k	19.07	View chart
Cadence Bank (CADE)	0.4	$1.5M		34k	42.84	View chart
Union Pacific Corporation (UNP)	0.4	$1.4M		6.1k	231.33	View chart
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.4	$1.4M		9.0k	155.12	View chart
Dt Midstream Incorporated Common Stock (DTM)	0.4	$1.3M		11k	119.68	View chart
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO)	0.4	$1.3M		36k	35.08	View chart
International Business Machines (IBM)	0.4	$1.2M		4.0k	296.24	View chart
Alerian Energy Infrastructure Etf Alerian Energy (ENFR)	0.4	$1.2M	-14%	37k	31.45	View chart
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.4	$1.2M	+23%	9.4k	123.26	View chart
J.B. Hunt Transport Services (JBHT)	0.3	$1.1M		5.9k	194.35	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		8.0k	143.31	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.3	$1.1M	+47%	5.3k	212.06	View chart
Micron Technology (MU)	0.3	$1.1M		3.9k	285.41	View chart
Waste Connections (WCN)	0.3	$1.1M		6.3k	175.36	View chart
Palo Alto Networks (PANW)	0.3	$1.1M	-8%	6.0k	184.20	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	+2%	1.3k	862.34	View chart
TJX Companies (TJX)	0.3	$1.1M		6.9k	153.60	View chart
James Hardie Industries Plc Ord Ord Shs (JHX)	0.3	$1.0M	NEW	50k	20.75	View chart
Huntington Bancshares Incorporated (HBAN)	0.3	$1.0M	-2%	60k	17.35	View chart
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP)	0.3	$1.0M	-3%	9.9k	102.39	View chart
Canadian Pacific Kansas City (CP)	0.3	$1.0M		14k	73.63	View chart
Verizon Communications (VZ)	0.3	$1.0M		25k	40.73	View chart
Tenet Healthcare Corporation Com New (THC)	0.3	$980k		4.9k	198.72	View chart
Novartis Sponsored Adr (NVS)	0.3	$931k		6.8k	137.86	View chart
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV)	0.3	$931k		15k	62.92	View chart
Snowflake Incorporated Com Shs (SNOW)	0.3	$887k		4.0k	219.36	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.3	$860k		2.6k	335.27	View chart
Tesla Motors (TSLA)	0.3	$854k	+2%	1.9k	449.72	View chart
Altria (MO)	0.2	$822k		14k	57.66	View chart
Capital One Financial (COF)	0.2	$819k		3.4k	242.34	View chart
Mastercard Incorporated Class A Cl A (MA)	0.2	$813k		1.4k	570.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$809k		5.3k	154.15	View chart
Crown Castle Intl (CCI)	0.2	$802k	+5%	9.0k	88.87	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.2	$776k		8.4k	92.51	View chart
Antero Res (AR)	0.2	$771k		22k	34.46	View chart
Bloom Energy Corporation Com Class A Com Cl A (BE)	0.2	$756k	+2%	8.7k	86.89	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.2	$752k		2.5k	302.14	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$740k		3.0k	246.16	View chart
Progressive Corporation (PGR)	0.2	$738k		3.2k	227.73	View chart
American Tower Reit (AMT)	0.2	$730k		4.2k	175.58	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$721k		26k	27.77	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.2	$711k	-18%	3.6k	198.63	View chart
S&p Global (SPGI)	0.2	$701k	-10%	1.3k	522.62	View chart
RPM International (RPM)	0.2	$700k		6.7k	103.99	View chart
Servicenow (NOW)	0.2	$693k	+421%	4.5k	153.19	View chart
State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.2	$685k		4.4k	154.82	View chart
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG)	0.2	$678k	+11%	12k	55.46	View chart
Norfolk Southern (NSC)	0.2	$668k		2.3k	288.73	View chart
Abbott Laboratories (ABT)	0.2	$660k		5.3k	125.28	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$660k	+2%	25k	26.29	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.2	$631k		4.9k	130.08	View chart
Intercontinental Exchange (ICE)	0.2	$622k	-5%	3.8k	161.97	View chart
Delta Air Lines Incorporated Del Com New (DAL)	0.2	$601k	+12%	8.7k	69.40	View chart
Bank Ozk (OZK)	0.2	$580k		13k	46.02	View chart
Pfizer (PFE)	0.2	$560k		23k	24.90	View chart
Cheniere Energy Incorporated Com New (LNG)	0.2	$540k	+3%	2.8k	194.38	View chart
Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC)	0.2	$534k		9.3k	57.73	View chart
Ft Vest Laddered Buffer Etf Ft Vest Laddered (BUFR)	0.2	$507k	NEW	15k	34.26	View chart
Home BancShares (HOMB)	0.2	$506k		18k	27.78	View chart
Shopify Incorporated Class A Sub Vtg Cl A Sub Vtg Shs (SHOP)	0.1	$490k		3.0k	160.97	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$490k	+13%	6.9k	71.41	View chart
Deere & Company (DE)	0.1	$487k	+7%	1.0k	465.50	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.1	$484k		8.8k	54.71	View chart
Ge Aerospace Com New (GE)	0.1	$475k		1.5k	307.94	View chart
Ishares U.s. Thematic Rotation Active Etf Ishares Us Thema (THRO)	0.1	$471k	+30%	12k	38.56	View chart
Analog Devices (ADI)	0.1	$470k		1.7k	271.20	View chart
Blackrock (BLK)	0.1	$467k		437.00	1069.65	View chart
Home Depot (HD)	0.1	$466k	-2%	1.4k	344.07	View chart
Markel Corporation (MKL)	0.1	$456k		212.00	2149.65	View chart
Devon Energy Corporation (DVN)	0.1	$450k	-9%	12k	36.63	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.1	$446k	+31%	4.4k	101.67	View chart
Encompass Health Corp (EHC)	0.1	$444k	+6%	4.2k	106.15	View chart
Hubbell (HUBB)	0.1	$438k		986.00	444.32	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.1	$438k		3.6k	121.77	View chart
Cigna Corp (CI)	0.1	$436k		1.6k	275.18	View chart
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB)	0.1	$429k		1.1k	373.47	View chart
Wells Fargo & Company (WFC)	0.1	$402k		4.3k	93.20	View chart
Public Service Enterprise (PEG)	0.1	$402k		5.0k	80.30	View chart
Darden Restaurants (DRI)	0.1	$401k		2.2k	184.06	View chart
Ge Vernova (GEV)	0.1	$390k		596.00	653.50	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$379k		1.5k	253.56	View chart
Old Republic International Corporation (ORI)	0.1	$375k		8.2k	45.64	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.1	$372k		6.9k	53.83	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$371k		937.00	396.31	View chart
Trane Technologies SHS (TT)	0.1	$370k	-5%	950.00	389.20	View chart
Amgen (AMGN)	0.1	$366k	-11%	1.1k	327.44	View chart
Calamos (CCD)	0.1	$360k		17k	20.86	View chart
Goldman Sachs (GS)	0.1	$350k	+2%	398.00	879.00	View chart
Abbvie (ABBV)	0.1	$349k		1.5k	228.54	View chart
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL)	0.1	$338k		6.4k	52.64	View chart
Ishares Flexible Income Active Etf Ishares Flexible (BINC)	0.1	$331k	+27%	6.3k	52.77	View chart
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR)	0.1	$325k		1.5k	211.82	View chart
Diamondback Energy (FANG)	0.1	$323k	-8%	2.2k	150.30	View chart
Regions Financial Corporation (RF)	0.1	$315k		12k	27.10	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.1	$312k	+27%	3.8k	81.17	View chart
Sofi Technologies (SOFI)	0.1	$301k		12k	26.18	View chart
Phillips 66 (PSX)	0.1	$299k		2.3k	129.04	View chart
Linde SHS (LIN)	0.1	$296k		693.00	426.53	View chart
State Street Materials Select Sector Spdr Etf State Street Mat (XLB)	0.1	$290k	+100%	6.4k	45.35	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$289k		6.5k	44.50	View chart
Nxp Semiconductors N V (NXPI)	0.1	$288k		1.3k	217.06	View chart
O'reilly Automotive (ORLY)	0.1	$287k		3.1k	91.21	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$282k	+7%	449.00	627.13	View chart
Fidelity National Information Services (FIS)	0.1	$270k	-9%	4.1k	66.46	View chart
Akre Focus Etf Akre Focus Etf	0.1	$258k	NEW	3.9k	65.51	View chart
Illinois Tool Works (ITW)	0.1	$258k		1.0k	246.19	View chart
Ventas (VTR)	0.1	$257k		3.3k	77.39	View chart
Freeport-mcmoran Incorporated Class B CL B (FCX)	0.1	$256k	NEW	5.0k	50.79	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.1	$256k	NEW	2.7k	95.23	View chart
Murphy Usa (MUSA)	0.1	$242k		599.00	403.52	View chart
Qualcomm (QCOM)	0.1	$238k		1.4k	171.07	View chart
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO)	0.1	$234k		21k	11.39	View chart
American Express Company (AXP)	0.1	$234k	+4%	633.00	369.81	View chart
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB)	0.1	$229k	-5%	8.4k	27.20	View chart
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC)	0.1	$227k		12k	18.85	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.1	$227k	NEW	7.9k	28.82	View chart
Omega Healthcare Investors (OHI)	0.1	$225k		5.1k	44.34	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.1	$214k	-2%	4.7k	46.08	View chart
I3 Verticals Incorporated Com Class A Com Cl A (IIIV)	0.1	$212k		8.4k	25.19	View chart
State Street Blackstone Senior Loan Etf State Street Bla (SRLN)	0.1	$210k	-18%	5.1k	41.27	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	0.1	$207k	NEW	4.3k	48.32	View chart
Global X Defense Tech Etf Defense Tech Etf (SHLD)	0.1	$204k	NEW	3.2k	64.79	View chart
Halliburton Company (HAL)	0.1	$201k	NEW	7.1k	28.26	View chart
Nuscale Pwr Corporation Class A Cl A Com (SMR)	0.1	$174k	NEW	12k	14.17	View chart
Standard Lithium Corp equities (SLI)	0.0	$55k		12k	4.47	View chart

Past Filings by Gilliland Jeter Wealth Management

SEC 13F filings are viewable for Gilliland Jeter Wealth Management going back to 2023

Gilliland Jeter Wealth Management 2025 Q4 filed Jan. 23, 2026
Gilliland Jeter Wealth Management 2025 Q3 filed Oct. 28, 2025
Gilliland Jeter Wealth Management 2025 Q2 filed July 24, 2025
Gilliland Jeter Wealth Management 2025 Q1 filed April 30, 2025
Gilliland Jeter Wealth Management 2024 Q4 filed Jan. 28, 2025
Gilliland Jeter Wealth Management 2024 Q3 amended filed Oct. 21, 2024
Gilliland Jeter Wealth Management 2024 Q3 filed Oct. 17, 2024
Gilliland Jeter Wealth Management 2024 Q2 filed July 24, 2024
Gilliland Jeter Wealth Management 2024 Q1 filed May 2, 2024
Gilliland Jeter Wealth Management 2023 Q4 filed Feb. 2, 2024

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