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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, VIG, and represent 26.48% of Gilliland Jeter Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EFV, CORO, OEF, HBAN, ITOT, ILCV, QQQ, GPIX, CRM, IWO.
Started 17 new stock positions in GPN, ITOT, HON, GPIX, KO, TTE, DSGX, GOVT, EOG, BMY. OEF, CORO, IWO, ILCV, BLCR, MPWR, NFLX.
Reduced shares in these 10 stocks: Cadence Bank, LRCX, DRI, MU, IAU, , QCOM, IIIV, SRLN, AAPL.
Sold out of its positions in Cadence Bank, DRI, FIS, IAU, IIIV, QCOM, SRLN.
Gilliland Jeter Wealth Management was a net buyer of stock by $11M.
Gilliland Jeter Wealth Management has $338M in assets under management (AUM), dropping by 2.03%.
Central Index Key (CIK): 0002009886

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Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 184 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.4	$28M		112k	253.79	View chart
NVIDIA Corporation (NVDA)	7.7	$26M		150k	174.40	View chart
Wal-Mart Stores (WMT)	4.2	$14M		115k	124.28	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	3.2	$11M		26k	426.39	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	2.9	$9.8M		46k	215.06	View chart
Amazon (AMZN)	2.7	$9.2M		44k	208.27	View chart
Caterpillar (CAT)	2.5	$8.6M		12k	708.49	View chart
At&t (T)	2.4	$8.2M		284k	28.99	View chart
Microsoft Corporation (MSFT)	2.1	$7.2M		20k	370.17	View chart
JPMorgan Chase & Co. (JPM)	2.0	$6.9M		23k	294.16	View chart
Meta Platforms Incorporated Class A Cl A (META)	2.0	$6.7M		12k	572.14	View chart
Marathon Petroleum Corp (MPC)	1.6	$5.4M		22k	244.18	View chart
Chevron Corporation (CVX)	1.5	$5.1M	-2%	25k	206.90	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.5	$5.0M		12k	436.81	View chart
Lam Research Corporation Com New (LRCX)	1.4	$4.8M	-7%	23k	213.66	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	1.3	$4.4M		24k	181.42	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	1.3	$4.2M		15k	286.85	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	1.2	$4.0M		6.1k	653.17	View chart
AFLAC Incorporated (AFL)	1.1	$3.7M		33k	109.71	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	1.1	$3.6M	+609%	49k	74.35	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	1.0	$3.5M		7.3k	479.20	View chart
Exxon Mobil Corporation (XOM)	1.0	$3.5M		21k	169.66	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.0	$3.3M		11k	302.25	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.0	$3.3M		12k	287.56	View chart
DTE Energy Company (DTE)	1.0	$3.3M		22k	146.22	View chart
Broadcom (AVGO)	1.0	$3.2M		10k	309.52	View chart
Bank of America Corporation (BAC)	0.9	$3.2M		66k	48.75	View chart
Johnson Controls Internation SHS (JCI)	0.9	$3.1M		24k	130.95	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.9	$3.1M	+3%	15k	213.67	View chart
Johnson & Johnson (JNJ)	0.9	$3.1M		13k	244.44	View chart
Vanguard Value Etf Value Etf (VTV)	0.9	$3.0M		15k	196.20	View chart
ConocoPhillips (COP)	0.9	$3.0M		23k	132.00	View chart
salesforce (CRM)	0.9	$3.0M	+14%	16k	186.67	View chart
Oracle Corporation (ORCL)	0.9	$3.0M		20k	147.11	View chart
Merck & Co (MRK)	0.8	$2.9M		24k	120.29	View chart
Williams Companies (WMB)	0.8	$2.7M		37k	72.78	View chart
BP Sponsored Adr (BP)	0.8	$2.7M		57k	47.00	View chart
Motorola Solutions Incorporated Com New (MSI)	0.7	$2.5M		5.8k	433.96	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.7	$2.5M	+19%	4.3k	577.19	View chart
Boston Scientific Corporation (BSX)	0.7	$2.4M		38k	62.75	View chart
Huntington Bancshares Incorporated (HBAN)	0.7	$2.3M	+147%	148k	15.65	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.7	$2.2M	-2%	4.8k	460.99	View chart
Philip Morris International (PM)	0.6	$2.1M		13k	165.34	View chart
Ishares Intl Ctry Rotation Active Etf Ishares Intl Ctr (CORO)	0.6	$2.1M	NEW	65k	32.15	View chart
American Electric Power Company (AEP)	0.6	$2.0M		15k	131.08	View chart
Chubb (CB)	0.6	$2.0M		6.2k	325.91	View chart
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)	0.6	$2.0M	NEW	6.3k	318.08	View chart
Allstate Corporation (ALL)	0.6	$2.0M		9.5k	207.35	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.6	$1.9M	+4%	2.9k	650.23	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.6	$1.9M		5.1k	367.45	View chart
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)	0.5	$1.7M	+3%	29k	58.18	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.5	$1.6M		12k	132.90	View chart
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF)	0.5	$1.5M	+3%	81k	18.82	View chart
Dt Midstream Incorporated Common Stock (DTM)	0.4	$1.5M		11k	134.67	View chart
Union Pacific Corporation (UNP)	0.4	$1.5M		6.1k	242.63	View chart
Eli Lilly & Co. (LLY)	0.4	$1.5M		1.6k	920.04	View chart
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.4	$1.5M		9.0k	161.73	View chart
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)	0.4	$1.4M	+30%	12k	113.11	View chart
Alerian Energy Infrastructure Etf Alerian Energy (ENFR)	0.4	$1.4M	-2%	36k	38.21	View chart
Hancock John Finl Opptys Sh Ben Int Sh Ben Int New (BTO)	0.4	$1.3M	+3%	37k	35.87	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.4	$1.3M	+15%	6.1k	211.16	View chart
Costco Wholesale Corporation (COST)	0.4	$1.3M		1.3k	996.43	View chart
Verizon Communications (VZ)	0.4	$1.3M		25k	50.20	View chart
J.B. Hunt Transport Services (JBHT)	0.4	$1.2M		5.8k	211.91	View chart
Bloom Energy Corporation Com Class A Com Cl A (BE)	0.3	$1.2M		8.7k	135.49	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		7.9k	144.43	View chart
TJX Companies (TJX)	0.3	$1.1M		6.8k	159.70	View chart
Canadian Pacific Kansas City (CP)	0.3	$1.1M		14k	78.66	View chart
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP)	0.3	$1.1M	+3%	10k	103.43	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.0M		6.7k	152.75	View chart
Waste Connections (WCN)	0.3	$998k		6.1k	162.44	View chart
International Business Machines (IBM)	0.3	$964k		4.0k	242.38	View chart
Antero Res (AR)	0.3	$950k		22k	42.44	View chart
Micron Technology (MU)	0.3	$949k	-27%	2.8k	337.84	View chart
James Hardie Industries Plc Ord Ord Shs (JHX)	0.3	$947k		50k	18.94	View chart
Altria (MO)	0.3	$940k		14k	65.99	View chart
Tenet Healthcare Corporation Com New (THC)	0.3	$931k		4.9k	188.71	View chart
Palo Alto Networks (PANW)	0.3	$909k	-4%	5.7k	160.32	View chart
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV)	0.3	$895k		15k	60.44	View chart
Cheniere Energy Incorporated Com New (LNG)	0.3	$879k	+11%	3.1k	283.78	View chart
Tesla Motors (TSLA)	0.2	$833k	+18%	2.2k	371.75	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.2	$823k		2.6k	320.81	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.2	$775k		8.4k	92.76	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.2	$773k	+12%	4.0k	191.81	View chart
Snowflake Incorporated Com Shs (SNOW)	0.2	$753k	+23%	5.0k	150.82	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.2	$753k		2.5k	302.22	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.2	$751k	+83%	2.1k	356.57	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$745k		3.0k	248.00	View chart
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG)	0.2	$734k	+9%	13k	54.80	View chart
American Tower Reit (AMT)	0.2	$718k		4.2k	172.59	View chart
Mastercard Incorporated Class A Cl A (MA)	0.2	$712k		1.4k	499.82	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$707k		26k	26.93	View chart
RPM International (RPM)	0.2	$672k		6.8k	99.40	View chart
Progressive Corporation (PGR)	0.2	$668k	+4%	3.4k	198.24	View chart
Norfolk Southern (NSC)	0.2	$651k		2.3k	286.99	View chart
State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.2	$649k		4.4k	146.62	View chart
Pfizer (PFE)	0.2	$633k		23k	28.08	View chart
Capital One Financial (COF)	0.2	$618k		3.4k	182.44	View chart
Devon Energy Corporation (DVN)	0.2	$618k		12k	50.32	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$611k		25k	24.30	View chart
Deere & Company (DE)	0.2	$592k		1.1k	563.10	View chart
Intercontinental Exchange (ICE)	0.2	$591k	-2%	3.8k	157.30	View chart
Bank Ozk (OZK)	0.2	$581k		13k	45.89	View chart
Global X Defense Tech Etf Defense Tech Etf (SHLD)	0.2	$579k	+159%	8.2k	70.84	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	0.2	$576k	NEW	4.0k	142.44	View chart
Delta Air Lines Incorporated Com New (DAL)	0.2	$570k		8.6k	66.48	View chart
Ishares U.s. Thematic Rotation Active Etf Ishares Us Thema (THRO)	0.2	$567k	+28%	16k	36.22	View chart
Crown Castle Intl (CCI)	0.2	$555k	-24%	6.8k	81.31	View chart
Analog Devices (ADI)	0.2	$552k		1.7k	318.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$542k	-10%	4.7k	115.00	View chart
Abbott Laboratories (ABT)	0.2	$542k		5.3k	102.67	View chart
Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC)	0.2	$532k		9.3k	57.33	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.2	$531k		4.9k	109.36	View chart
Ge Vernova (GEV)	0.2	$518k		593.00	873.08	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.1	$502k		8.8k	56.79	View chart
Ft Vest Laddered Buffer Etf Ft Vest Laddered (BUFR)	0.1	$500k		15k	33.77	View chart
Home BancShares (HOMB)	0.1	$490k		18k	26.93	View chart
Hubbell (HUBB)	0.1	$484k		987.00	490.70	View chart
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH)	0.1	$470k	+6%	4.7k	100.72	View chart
Home Depot (HD)	0.1	$465k	+4%	1.4k	328.90	View chart
Ge Aerospace Com New (GE)	0.1	$438k		1.5k	283.84	View chart
Servicenow (NOW)	0.1	$438k	-7%	4.2k	104.55	View chart
Ishares Tr Morningstar Valu Morningstar Valu (ILCV)	0.1	$429k	NEW	4.6k	93.14	View chart
Diamondback Energy (FANG)	0.1	$428k		2.2k	197.80	View chart
Cigna Corp (CI)	0.1	$423k		1.6k	266.67	View chart
Blackrock (BLK)	0.1	$421k		438.00	962.19	View chart
S&p Global (SPGI)	0.1	$419k	-26%	985.00	425.55	View chart
Markel Corporation (MKL)	0.1	$406k		212.00	1914.07	View chart
Public Service Enterprise (PEG)	0.1	$405k		5.0k	80.95	View chart
Encompass Health Corp (EHC)	0.1	$404k		4.2k	96.74	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$403k		937.00	430.29	View chart
Goldman Sachs S&p 500 Premium Income Etf S&p 500 Premium (GPIX)	0.1	$397k	NEW	7.9k	50.04	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.1	$395k		3.6k	109.68	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.1	$393k		6.8k	57.64	View chart
Amgen (AMGN)	0.1	$393k		1.1k	351.82	View chart
Trane Technologies SHS (TT)	0.1	$392k		940.00	416.74	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.1	$371k	NEW	1.2k	313.81	View chart
Calamos (CCD)	0.1	$371k		17k	21.35	View chart
Phillips 66 (PSX)	0.1	$370k	-12%	2.0k	182.18	View chart
Shopify Incorporated Class A Sub Vtg Cl A Sub Vtg Shs (SHOP)	0.1	$368k		3.1k	118.62	View chart
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL)	0.1	$356k		6.5k	55.10	View chart
Goldman Sachs (GS)	0.1	$350k	+4%	414.00	845.99	View chart
Descartes Sys Grp (DSGX)	0.1	$349k	NEW	4.9k	71.56	View chart
Wells Fargo & Company (WFC)	0.1	$344k		4.3k	79.61	View chart
Linde SHS (LIN)	0.1	$344k		693.00	495.93	View chart
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR)	0.1	$334k		1.5k	217.28	View chart
Abbvie (ABBV)	0.1	$332k		1.5k	217.54	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$329k		1.5k	221.09	View chart
Old Republic International Corporation (ORI)	0.1	$328k		8.2k	39.90	View chart
State Street Materials Select Sector Spdr Etf State Street Mat (XLB)	0.1	$319k		6.4k	49.97	View chart
Murphy Usa (MUSA)	0.1	$310k	+4%	627.00	493.97	View chart
EOG Resources (EOG)	0.1	$305k	NEW	2.1k	144.59	View chart
Regions Financial Corporation (RF)	0.1	$304k		12k	26.12	View chart
Global Payments (GPN)	0.1	$300k	NEW	4.5k	67.31	View chart
Freeport Mcmoran Incorporated Class B CL B (FCX)	0.1	$296k		5.0k	58.78	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$296k		6.6k	44.85	View chart
Ishares Tr Mbs Etf Mbs Etf (MBB)	0.1	$296k	+15%	3.1k	94.95	View chart
O'reilly Automotive (ORLY)	0.1	$290k		3.1k	92.31	View chart
Ishares Large Cap Core Active Etf Ishares Large Ca (BLCR)	0.1	$276k	NEW	6.7k	41.06	View chart
Totalenergies Se Act Act (TTE)	0.1	$273k	NEW	3.0k	90.98	View chart
Illinois Tool Works (ITW)	0.1	$272k		1.0k	260.30	View chart
Ventas (VTR)	0.1	$272k		3.3k	81.79	View chart
Netflix (NFLX)	0.1	$271k	NEW	2.8k	96.15	View chart
Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT)	0.1	$267k	NEW	12k	22.91	View chart
Ishares Flexible Income Active Etf Ishares Flexible (BINC)	0.1	$263k	-19%	5.1k	51.93	View chart
Nxp Semiconductors N V (NXPI)	0.1	$259k		1.3k	196.86	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	0.1	$249k	+21%	5.2k	48.05	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$240k	-10%	401.00	597.55	View chart
Halliburton Company (HAL)	0.1	$236k	-14%	6.1k	38.99	View chart
Simmons First Natl Corporation Class A $1 Par Cl A $1 Par (SFNC)	0.1	$235k		12k	19.45	View chart
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO)	0.1	$229k		21k	11.15	View chart
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB)	0.1	$227k		8.4k	26.96	View chart
Omega Healthcare Investors (OHI)	0.1	$223k		5.1k	43.82	View chart
Honeywell International (HON)	0.1	$220k	NEW	972.00	226.03	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.1	$219k		4.7k	47.03	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.1	$216k		7.9k	27.46	View chart
Akre Focus Etf Akre Focus Etf (AKRE)	0.1	$208k		3.9k	52.85	View chart
American Express Company (AXP)	0.1	$208k	+8%	687.00	302.38	View chart
Coca-Cola Company (KO)	0.1	$204k	NEW	2.7k	76.06	View chart
Bristol Myers Squibb (BMY)	0.1	$201k	NEW	3.3k	60.65	View chart
Monolithic Power Systems (MPWR)	0.1	$200k	NEW	183.00	1093.40	View chart
Nuscale Pwr Corporation Class A Cl A Com (SMR)	0.1	$198k	+48%	18k	10.84	View chart
Sofi Technologies (SOFI)	0.1	$183k		12k	15.88	View chart
Standard Lithium Corp equities (SLI)	0.0	$42k		12k	3.41	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 2026 Q1 filed April 24, 2026
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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