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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, MSFT, and represent 28.12% of Gilliland Jeter Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ENFR, CRM, IVV, HUBB, TLH, DYNF, IAU, OHI, EFV, IVE.
Started 6 new stock positions in HUBB, ENFR, IAU, CHY, OHI, TLH.
Reduced shares in these 10 stocks: INSP, NVDA, , AAPL, KEYS, SKYY, IWF, MSFT, MSI, UPS.
Sold out of its positions in CMG, CROX, FCX, NVDL, INSP, IQV, James Hardie Industries SE, KEYS, PLTR, UPS. UNH, Uniti Group Inc Com reit.
Gilliland Jeter Wealth Management was a net seller of stock by $-8.8M.
Gilliland Jeter Wealth Management has $324M in assets under management (AUM), dropping by 5.51%.
Central Index Key (CIK): 0002009886

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Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 172 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.9	$29M	-3%	114k	254.63	View chart
NVIDIA Corporation (NVDA)	8.6	$28M	-3%	149k	186.58	View chart
Wal-Mart Stores (WMT)	3.8	$12M	-2%	118k	103.06	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	3.7	$12M	-3%	25k	468.40	View chart
Microsoft Corporation (MSFT)	3.2	$10M	-4%	20k	517.95	View chart
Amazon (AMZN)	3.1	$9.9M		45k	219.57	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	3.0	$9.8M		46k	215.79	View chart
Meta Platforms Incorporated Class A Cl A (META)	2.5	$8.2M		11k	734.41	View chart
At&t (T)	2.5	$8.0M		285k	28.24	View chart
JPMorgan Chase & Co. (JPM)	2.3	$7.5M	-3%	24k	315.44	View chart
Caterpillar (CAT)	1.8	$5.8M	-4%	12k	477.16	View chart
Oracle Corporation (ORCL)	1.8	$5.7M	-3%	20k	281.24	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.7	$5.5M		11k	479.63	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	1.4	$4.5M		23k	195.86	View chart
Marathon Petroleum Corp (MPC)	1.3	$4.3M	-4%	22k	192.74	View chart
Chevron Corporation (CVX)	1.2	$3.9M		25k	155.29	View chart
AFLAC Incorporated (AFL)	1.2	$3.8M		34k	111.70	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	1.2	$3.8M	-3%	7.6k	502.74	View chart
Boston Scientific Corporation (BSX)	1.2	$3.8M		39k	97.63	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.2	$3.8M		11k	341.37	View chart
Broadcom (AVGO)	1.1	$3.7M		11k	329.91	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	1.1	$3.6M	+14%	5.4k	669.27	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	1.1	$3.6M	-9%	15k	243.55	View chart
Lam Research Corporation Com New (LRCX)	1.1	$3.5M		27k	133.90	View chart
Bank of America Corporation (BAC)	1.0	$3.4M		65k	51.59	View chart
salesforce (CRM)	1.0	$3.3M	+15%	14k	236.99	View chart
DTE Energy Company (DTE)	1.0	$3.2M		22k	141.43	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.9	$2.9M		12k	243.09	View chart
Vanguard Value Etf Value Etf (VTV)	0.9	$2.9M		15k	186.49	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.9	$2.8M	+3%	14k	203.59	View chart
Johnson Controls International SHS (JCI)	0.8	$2.7M	-6%	25k	109.95	View chart
Motorola Solutions Incorporated Com New (MSI)	0.8	$2.7M	-12%	5.8k	457.31	View chart
Williams Companies (WMB)	0.7	$2.4M	-3%	38k	63.35	View chart
Johnson & Johnson (JNJ)	0.7	$2.4M		13k	185.42	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.4M	-10%	21k	112.75	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.7	$2.3M	+3%	5.1k	447.23	View chart
ConocoPhillips (COP)	0.7	$2.3M		24k	94.59	View chart
Philip Morris International (PM)	0.6	$2.1M		13k	162.20	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.6	$2.0M		5.1k	402.45	View chart
Merck & Co (MRK)	0.6	$2.0M	-10%	24k	83.93	View chart
Spdr Technology Select Sector Fund Technology (XLK)	0.6	$2.0M		7.1k	281.86	View chart
Allstate Corporation (ALL)	0.6	$2.0M	+5%	9.2k	214.64	View chart
BP Sponsored Adr (BP)	0.6	$2.0M	-3%	57k	34.46	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.6	$1.8M	-11%	2.7k	666.30	View chart
Chubb (CB)	0.6	$1.8M	-3%	6.4k	282.23	View chart
American Electric Power Company (AEP)	0.5	$1.7M		15k	112.50	View chart
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF)	0.5	$1.5M		79k	19.14	View chart
Union Pacific Corporation (UNP)	0.4	$1.4M	-4%	6.0k	236.39	View chart
Alerian Energy Infrastructure Etf Alerian Energy (ENFR)	0.4	$1.4M	NEW	44k	32.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.4M	+7%	2.3k	600.34	View chart
Spdr Industrial Select Sector Fund Indl (XLI)	0.4	$1.4M		9.0k	154.23	View chart
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO)	0.4	$1.3M		37k	35.98	View chart
Palo Alto Networks (PANW)	0.4	$1.3M		6.5k	203.62	View chart
Cadence Bank (CADE)	0.4	$1.3M		34k	37.54	View chart
Dt Midstream Incorporated Common Stock (DTM)	0.4	$1.3M		11k	113.06	View chart
Procter & Gamble Company (PG)	0.4	$1.2M		8.1k	153.64	View chart
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)	0.4	$1.2M	+29%	20k	59.20	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2M	+2%	1.6k	762.79	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	+2%	1.2k	925.63	View chart
International Business Machines (IBM)	0.3	$1.1M		4.0k	282.19	View chart
Waste Connections (WCN)	0.3	$1.1M		6.3k	175.80	View chart
Verizon Communications (VZ)	0.3	$1.1M		24k	43.95	View chart
Huntington Bancshares Incorporated (HBAN)	0.3	$1.1M		61k	17.27	View chart
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP)	0.3	$1.1M		10k	103.36	View chart
Canadian Pacific Kansas City (CP)	0.3	$1.0M		14k	74.49	View chart
TJX Companies (TJX)	0.3	$1.0M	-20%	7.0k	144.53	View chart
Tenet Healthcare Corporation Com New (THC)	0.3	$1.0M		4.9k	203.04	View chart
Altria (MO)	0.3	$940k		14k	66.06	View chart
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.3	$922k	+18%	7.6k	120.72	View chart
Snowflake Incorporated Cl A (SNOW)	0.3	$921k		4.1k	225.55	View chart
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV)	0.3	$914k		15k	61.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$902k		5.3k	170.86	View chart
89bio (ETNB)	0.3	$889k	+14%	61k	14.70	View chart
Allete Incorporated Com New (ALE)	0.3	$870k		13k	66.40	View chart
Novartis Sponsored Adr (NVS)	0.3	$866k		6.8k	128.24	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.3	$852k	+6%	4.4k	194.49	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.3	$841k		2.6k	328.17	View chart
Tesla Motors (TSLA)	0.3	$826k		1.9k	444.72	View chart
Crown Castle Intl (CCI)	0.3	$826k	+10%	8.6k	96.49	View chart
Mastercard Incorporated Class A Cl A (MA)	0.3	$820k		1.4k	568.81	View chart
American Tower Reit (AMT)	0.2	$801k		4.2k	192.33	View chart
Progressive Corporation (PGR)	0.2	$800k		3.2k	246.97	View chart
Servicenow (NOW)	0.2	$798k		867.00	920.28	View chart
J.B. Hunt Transport Services (JBHT)	0.2	$793k		5.9k	134.18	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.2	$792k		8.5k	93.64	View chart
RPM International (RPM)	0.2	$789k		6.7k	117.87	View chart
Antero Res (AR)	0.2	$751k	-4%	22k	33.56	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.2	$740k		2.5k	297.60	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.2	$737k	+25%	3.6k	206.50	View chart
S&p Global (SPGI)	0.2	$730k	-29%	1.5k	486.76	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$728k		3.0k	241.96	View chart
Bloom Energy Corporation Com Class A Com Cl A (BE)	0.2	$719k		8.5k	84.57	View chart
Capital One Financial (COF)	0.2	$717k		3.4k	212.60	View chart
Abbott Laboratories (ABT)	0.2	$703k		5.2k	133.95	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$696k		26k	27.13	View chart
Norfolk Southern (NSC)	0.2	$694k		2.3k	300.36	View chart
Intercontinental Exchange (ICE)	0.2	$687k		4.1k	168.48	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.2	$652k	-51%	4.9k	134.42	View chart
Micron Technology (MU)	0.2	$644k		3.8k	167.32	View chart
Bank Ozk (OZK)	0.2	$642k		13k	50.98	View chart
Cheniere Energy Incorporated Com New (LNG)	0.2	$634k		2.7k	235.01	View chart
Spdr Health Care Select Sbi Healthcare (XLV)	0.2	$616k		4.4k	139.16	View chart
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG)	0.2	$597k		11k	54.31	View chart
Iridium Communications (IRDM)	0.2	$592k	-7%	34k	17.46	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$588k		24k	24.10	View chart
Pfizer (PFE)	0.2	$576k	+17%	23k	25.48	View chart
Home Depot (HD)	0.2	$561k		1.4k	405.13	View chart
Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC)	0.2	$527k	+13%	9.2k	56.97	View chart
Home BancShares (HOMB)	0.2	$515k	-35%	18k	28.30	View chart
Blackrock (BLK)	0.2	$505k		433.00	1167.18	View chart
Encompass Health Corp (EHC)	0.2	$498k		3.9k	127.00	View chart
Devon Energy Corporation (DVN)	0.1	$477k	-37%	14k	35.06	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.1	$466k		8.7k	53.40	View chart
Ge Aerospace Com New (GE)	0.1	$462k		1.5k	300.77	View chart
Cigna Corp (CI)	0.1	$456k		1.6k	288.25	View chart
Shopify Incorporated Class A Sub Vtg Cl A Sub Vtg Shs (SHOP)	0.1	$445k		3.0k	148.61	View chart
Deere & Company (DE)	0.1	$444k		970.00	457.29	View chart
Delta Air Lines Incorporated Del Com New (DAL)	0.1	$438k		7.7k	56.75	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.1	$433k		3.6k	120.48	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.1	$432k	-2%	6.9k	62.47	View chart
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB)	0.1	$426k		1.2k	365.50	View chart
Trane Technologies SHS (TT)	0.1	$425k		1.0k	421.96	View chart
Analog Devices (ADI)	0.1	$424k		1.7k	245.70	View chart
Hubbell (HUBB)	0.1	$423k	NEW	983.00	430.31	View chart
Darden Restaurants (DRI)	0.1	$419k		2.2k	190.40	View chart
Public Service Enterprise (PEG)	0.1	$417k		5.0k	83.46	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$410k	+87%	6.0k	67.83	View chart
Markel Corporation (MKL)	0.1	$405k		212.00	1911.36	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$374k		1.5k	247.48	View chart
Ge Vernova (GEV)	0.1	$366k	+2%	596.00	614.72	View chart
Calamos (CCD)	0.1	$363k		17k	21.04	View chart
Wells Fargo & Company (WFC)	0.1	$362k		4.3k	83.82	View chart
Amgen (AMGN)	0.1	$356k	-8%	1.3k	282.17	View chart
Abbvie (ABBV)	0.1	$353k		1.5k	231.59	View chart
Ishares U.s. Thematic Rotation Active Etf Ishares Us Thema (THRO)	0.1	$353k	+35%	9.3k	37.86	View chart
Old Republic International Corporation (ORI)	0.1	$349k		8.2k	42.47	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.1	$344k	NEW	3.3k	102.99	View chart
O'reilly Automotive (ORLY)	0.1	$337k		3.1k	107.81	View chart
Diamondback Energy (FANG)	0.1	$335k		2.3k	143.07	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$333k		937.00	355.47	View chart
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL)	0.1	$333k		6.4k	52.00	View chart
Linde SHS (LIN)	0.1	$327k		689.00	475.16	View chart
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR)	0.1	$321k		1.5k	208.74	View chart
Phillips 66 (PSX)	0.1	$314k		2.3k	136.02	View chart
Goldman Sachs (GS)	0.1	$309k	+3%	388.00	796.35	View chart
Regions Financial Corporation (RF)	0.1	$306k		12k	26.37	View chart
Sofi Technologies (SOFI)	0.1	$304k		12k	26.42	View chart
Nxp Semiconductors N V (NXPI)	0.1	$302k	-3%	1.3k	227.73	View chart
Fidelity National Information Services (FIS)	0.1	$295k		4.5k	65.94	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$288k		6.5k	44.57	View chart
Spdr Materials Select Sector Fund Sbi Materials (XLB)	0.1	$286k		3.2k	89.62	View chart
I3 Verticals Incorporated Com Class A Com Cl A (IIIV)	0.1	$273k		8.4k	32.46	View chart
Illinois Tool Works (ITW)	0.1	$271k		1.0k	260.77	View chart
Ishares Flexible Income Active Etf Ishares Flexible (BINC)	0.1	$262k	+26%	4.9k	53.24	View chart
Spdr Blackstone/gso Senior Loan Etf Blackstone Senr (SRLN)	0.1	$259k	+6%	6.2k	41.58	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$256k	-10%	418.00	612.38	View chart
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO)	0.1	$248k		21k	12.04	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$245k		16k	15.13	View chart
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB)	0.1	$243k	-7%	8.9k	27.29	View chart
Ventas (VTR)	0.1	$233k		3.3k	70.00	View chart
Murphy Usa (MUSA)	0.1	$233k		599.00	388.26	View chart
Qualcomm (QCOM)	0.1	$231k		1.4k	166.31	View chart
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC)	0.1	$230k		12k	19.17	View chart
Entergy Corporation (ETR)	0.1	$226k		2.4k	93.18	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.1	$221k		4.8k	46.24	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.1	$219k	NEW	3.0k	72.77	View chart
Omega Healthcare Investors (OHI)	0.1	$214k	NEW	5.1k	42.22	View chart
Honeywell International (HON)	0.1	$208k		990.00	210.50	View chart
American Express Company (AXP)	0.1	$201k	-26%	604.00	332.03	View chart
Calamos Conv & High Income Com Shs (CHY)	0.0	$118k	NEW	11k	11.22	View chart
Standard Lithium Corp equities (SLI)	0.0	$42k		12k	3.37	View chart
Safety Shot Incorporated Com New (SHOT)	0.0	$2.7k		10k	0.27	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 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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