Gilliland Jeter Wealth Management

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Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 195 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.3 $32M -2% 109k 289.36
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NVIDIA Corporation (NVDA) 7.9 $30M 150k 200.09
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Wal-Mart Stores (WMT) 3.4 $13M 115k 113.26
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Caterpillar (CAT) 3.4 $13M 12k 1064.94
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Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 3.3 $13M +302% 103k 124.17
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Vanguard Dividend Appreciation Etf Div App Etf (VIG) 2.8 $11M 46k 236.62
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Amazon (AMZN) 2.7 $10M 43k 238.34
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Lam Research Corporation Com New (LRCX) 2.6 $9.8M 23k 433.33
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JPMorgan Chase & Co. (JPM) 2.0 $7.5M 23k 327.33
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Microsoft Corporation (MSFT) 1.9 $7.2M 19k 373.02
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Meta Platforms Incorporated Class A Cl A (META) 1.8 $6.7M 12k 563.31
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Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 1.6 $6.2M +36% 8.3k 748.93
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Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW) 1.6 $6.1M 24k 252.23
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Vanguard Growth Etf Growth Etf (VUG) 1.6 $5.9M +501% 69k 86.14
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At&t (T) 1.5 $5.9M 283k 20.70
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Marathon Petroleum Corp (MPC) 1.5 $5.6M 22k 255.67
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Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 1.4 $5.2M 15k 353.32
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Chevron Corporation (CVX) 1.1 $4.1M 25k 165.76
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Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 1.1 $4.1M 12k 357.38
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Broadcom (AVGO) 1.0 $3.9M 10k 377.76
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AFLAC Incorporated (AFL) 1.0 $3.9M 33k 117.25
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Visa Incorporated Com Class A Com Cl A (V) 1.0 $3.8M 11k 343.09
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Bank of America Corporation (BAC) 1.0 $3.7M 66k 56.98
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Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 1.0 $3.7M +5% 15k 242.44
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Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 1.0 $3.7M 48k 76.55
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Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.0 $3.7M 7.3k 500.39
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DTE Energy Company (DTE) 0.9 $3.4M 22k 152.37
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Johnson Controls Internation SHS (JCI) 0.9 $3.4M -2% 23k 146.11
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Vanguard Value Etf Value Etf (VTV) 0.9 $3.4M 15k 217.93
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Invesco Qqq Trust Unit Ser 1 (QQQ) 0.9 $3.3M +4% 4.5k 736.41
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Micron Technology (MU) 0.9 $3.3M 2.8k 1154.29
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Johnson & Johnson (JNJ) 0.8 $3.1M -2% 12k 253.97
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Oracle Corporation (ORCL) 0.8 $3.1M +4% 21k 146.55
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Merck & Co (MRK) 0.8 $2.9M -4% 23k 128.50
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Ishares Intl Ctry Rotation Active Etf Isha In Ctry Etf (CORO) 0.7 $2.8M +17% 76k 36.60
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Exxon Mobil Corporation (XOM) 0.7 $2.7M -4% 20k 136.72
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Bloom Energy Corporation Com Class A Com Cl A (BE) 0.7 $2.6M 8.7k 302.70
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Williams Companies (WMB) 0.7 $2.6M -4% 35k 74.34
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Huntington Bancshares Incorporated (HBAN) 0.7 $2.6M -2% 145k 17.73
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Motorola Solutions Incorporated Com New (MSI) 0.6 $2.4M 5.8k 415.26
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salesforce (CRM) 0.6 $2.4M -4% 15k 156.66
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Ishares Tr S&p 100 Etf S&p 100 Etf (OEF) 0.6 $2.4M +4% 6.5k 365.88
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Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 0.6 $2.4M +22% 35k 68.01
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State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK) 0.6 $2.3M 12k 190.52
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Philip Morris International (PM) 0.6 $2.3M 13k 180.91
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Allstate Corporation (ALL) 0.6 $2.3M 9.6k 237.95
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ConocoPhillips (COP) 0.6 $2.3M -3% 22k 103.96
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Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.6 $2.2M +400% 26k 87.91
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State Street Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.6 $2.1M 2.9k 746.76
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American Electric Power Company (AEP) 0.6 $2.1M 15k 136.81
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BP Sponsored Adr (BP) 0.5 $2.1M 57k 36.95
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Chubb (CB) 0.5 $2.1M 6.1k 340.74
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Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.5 $2.0M +15% 14k 137.53
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Palo Alto Networks (PANW) 0.5 $1.9M 5.7k 341.02
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Eli Lilly & Co. (LLY) 0.5 $1.9M 1.6k 1199.35
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Intuitive Surgical Incorporated Com New (ISRG) 0.5 $1.9M -2% 4.7k 397.68
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J.B. Hunt Transport Services (JBHT) 0.4 $1.7M 5.8k 289.45
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State Street Industrial Select Sector Spdr Etf St Str Indl Etf (XLI) 0.4 $1.7M 9.0k 185.22
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Union Pacific Corporation (UNP) 0.4 $1.7M 6.1k 271.98
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Dt Midstream Incorporated Common Stock (DTM) 0.4 $1.6M 11k 146.74
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Snowflake Incorporated Com Shs (SNOW) 0.4 $1.6M +25% 6.2k 254.50
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Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF) 0.4 $1.5M 81k 19.06
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Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.4 $1.5M +9% 6.7k 227.05
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Counterpoint Quantative Equity Etf Coun Qua Equ Etf (CPAI) 0.4 $1.5M NEW 29k 51.96
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Hancock John Finl Opptys Sh Ben Int Sh Ben Int New (BTO) 0.4 $1.5M 38k 39.42
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Alerian Energy Infrastructure Etf Alerian Energy (ENFR) 0.3 $1.3M -3% 35k 38.10
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James Hardie Industries Plc Ord Ord Shs (JHX) 0.3 $1.3M 50k 26.18
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Costco Wholesale Corporation (COST) 0.3 $1.2M 1.3k 935.47
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John Hancock Multifactor Mid Cap Etf Multifactor Mi (JHMM) 0.3 $1.2M NEW 15k 74.96
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Boston Scientific Corporation (BSX) 0.3 $1.1M -28% 27k 42.68
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Procter & Gamble Company (PG) 0.3 $1.1M -2% 7.8k 146.64
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First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.3 $1.1M 15k 75.88
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International Business Machines (IBM) 0.3 $1.1M 4.0k 281.22
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Canadian Pacific Kansas City (CP) 0.3 $1.1M -6% 13k 86.65
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Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.3 $1.1M +3% 11k 102.16
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Verizon Communications (VZ) 0.3 $1.1M 25k 42.34
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Goldman Sachs S&p 500 Premium Income Etf S&p 500 Premium (GPIX) 0.3 $1.1M +139% 19k 55.57
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TJX Companies (TJX) 0.3 $1.0M 6.8k 151.51
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Altria (MO) 0.3 $1.0M 14k 71.95
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Novartis Sponsored Adr (NVS) 0.3 $1.0M -4% 6.4k 156.72
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Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG) 0.3 $995k +13% 15k 65.54
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Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT) 0.2 $953k +43% 5.8k 164.28
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Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.2 $949k 2.6k 370.04
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Tesla Motors (TSLA) 0.2 $943k 2.2k 420.60
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Tenet Healthcare Corporation Com New (THC) 0.2 $923k 4.9k 187.08
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Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.2 $911k 2.5k 365.71
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Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $903k 3.0k 300.46
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Waste Connections (WCN) 0.2 $890k -13% 5.3k 166.69
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Ishares Russell 1000 Etf Rus 1000 Etf (IWB) 0.2 $885k +2% 2.2k 409.50
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First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.2 $785k 8.4k 93.92
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Gabelli Dividend & Income Trust (GDV) 0.2 $781k 27k 29.40
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Delta Air Lines Incorporated Com New (DAL) 0.2 $772k -3% 8.2k 93.66
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RPM International (RPM) 0.2 $756k 6.8k 111.14
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Mastercard Incorporated Class A Cl A (MA) 0.2 $742k 1.4k 513.50
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Cheniere Energy Incorporated Com New (LNG) 0.2 $741k 3.1k 238.98
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Progressive Corporation (PGR) 0.2 $737k 3.4k 218.46
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Ge Vernova (GEV) 0.2 $711k +2% 605.00 1175.36
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Virtus Allianzgi Diversified (ACV) 0.2 $702k 25k 28.34
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State Street Health Care Select Sector Spdr Etf St Str Care Etf (XLV) 0.2 $702k 4.4k 158.66
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American Tower Reit (AMT) 0.2 $691k 4.2k 163.56
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Norfolk Southern (NSC) 0.2 $689k -3% 2.2k 314.66
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Capital One Financial (COF) 0.2 $682k 3.4k 200.62
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Deere & Company (DE) 0.2 $664k 1.0k 634.58
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Bank Ozk (OZK) 0.2 $661k 13k 52.09
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Analog Devices (ADI) 0.2 $658k -4% 1.7k 397.17
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First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.2 $653k 4.9k 134.56
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Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC) 0.2 $619k -4% 8.8k 70.12
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Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.2 $608k 8.9k 68.41
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Palantir Technologies Cl A (PLTR) 0.2 $602k NEW 5.2k 116.67
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Ishares U.s. Thematic Rotation Active Etf Isha Us Them Etf (THRO) 0.2 $594k -11% 14k 43.11
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Ge Aerospace Com New (GE) 0.2 $577k 1.5k 373.62
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Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH) 0.2 $574k +22% 5.7k 100.35
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Pfizer (PFE) 0.1 $543k 23k 24.08
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Ft Vest Laddered Buffer Etf Ft Ladd Buff Etf (BUFR) 0.1 $540k 15k 36.53
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Global X Defense Tech Etf Defense Tech Etf (SHLD) 0.1 $538k +10% 9.0k 59.71
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Crown Castle Intl (CCI) 0.1 $537k +3% 7.1k 75.73
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Home BancShares (HOMB) 0.1 $520k 18k 28.55
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Home Depot (HD) 0.1 $498k 1.4k 352.73
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Ishares Tr Morningstar Valu Morningstar Valu (ILCV) 0.1 $492k +5% 4.9k 101.24
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Hubbell (HUBB) 0.1 $473k -8% 903.00 523.41
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Devon Energy Corporation (DVN) 0.1 $466k -8% 11k 41.32
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Cigna Corp (CI) 0.1 $462k +5% 1.7k 275.64
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Trane Technologies SHS (TT) 0.1 $462k 940.00 491.16
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Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 0.1 $461k 3.6k 127.81
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Ishares Large Cap Core Active Etf Isha La Core Etf (BLCR) 0.1 $459k +35% 9.1k 50.37
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Intercontinental Exchange (ICE) 0.1 $455k 3.7k 123.12
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Calamos (CCD) 0.1 $448k 17k 25.77
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Abbott Laboratories (ABT) 0.1 $434k -9% 4.8k 90.73
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Ishares Tr Mbs Etf Mbs Etf (MBB) 0.1 $425k +44% 4.5k 94.52
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Blackrock (BLK) 0.1 $423k 440.00 960.75
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Encompass Health Corp (EHC) 0.1 $423k 4.2k 101.09
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Goldman Sachs (GS) 0.1 $419k 414.00 1011.37
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Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 0.1 $418k -10% 1.1k 393.96
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Public Service Enterprise (PEG) 0.1 $406k 5.0k 81.16
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Amgen (AMGN) 0.1 $405k 1.1k 362.28
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Antero Res (AR) 0.1 $400k -49% 11k 35.14
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Mondelez International Incorporated Class A Cl A (MDLZ) 0.1 $395k 6.8k 57.84
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Goldman Sachs Nasdaq 100 Premium Income Etf Nasda 100 Etf (GPIQ) 0.1 $388k NEW 6.5k 59.31
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Abbvie (ABBV) 0.1 $384k 1.5k 251.69
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Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL) 0.1 $384k 6.5k 59.26
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Diamondback Energy (FANG) 0.1 $382k 2.2k 175.80
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Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR) 0.1 $373k 1.5k 243.02
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Nxp Semiconductors N V (NXPI) 0.1 $370k 1.3k 281.03
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Ishares Tr Rus Top 200 Etf Rus Top 200 Etf (IWL) 0.1 $365k NEW 2.0k 184.95
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Linde SHS (LIN) 0.1 $360k 693.00 519.11
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Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.1 $358k -59% 1.6k 219.39
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Ishares Systematic Alternatives Active Etf Isha Syst Al Etf (IALT) 0.1 $358k NEW 13k 28.05
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Wells Fargo & Company (WFC) 0.1 $357k 4.3k 82.64
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S&p Global (SPGI) 0.1 $357k -11% 875.00 407.45
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Regions Financial Corporation (RF) 0.1 $352k 12k 30.20
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Spdr Gold Shares Gold Shs (GLD) 0.1 $345k 937.00 368.38
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $345k -2% 3.0k 114.18
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Phillips 66 (PSX) 0.1 $340k 2.0k 169.05
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Murphy Usa (MUSA) 0.1 $338k 627.00 538.87
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Descartes Sys Grp (DSGX) 0.1 $337k 4.9k 69.24
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Old Republic International Corporation (ORI) 0.1 $337k 8.2k 40.92
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Blackstone Group Inc Com Cl A (BX) 0.1 $334k -39% 2.8k 117.68
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Ishares Tr Us Treas Bd Etf Us Treas Bd Etf (GOVT) 0.1 $329k +23% 14k 22.78
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Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.1 $327k +8% 7.2k 45.70
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State Street Materials Select Sector Spdr Etf St Str Mater Etf (XLB) 0.1 $325k 6.4k 50.83
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Freeport Mcmoran Incorporated Class B CL B (FCX) 0.1 $321k 5.1k 62.89
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Dell Technologies Incorporated Class C CL C (DELL) 0.1 $320k NEW 741.00 431.46
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Steris Plc Shs Usd Shs Usd (STE) 0.1 $306k -2% 1.5k 210.62
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Teradyne (TER) 0.1 $297k NEW 614.00 484.01
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Ventas (VTR) 0.1 $295k 3.3k 88.81
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O'reilly Automotive (ORLY) 0.1 $290k 3.1k 92.09
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Seagate Technology Hldngs Plc Ord Ord Shs (STX) 0.1 $290k NEW 300.00 965.00
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Vanguard Total International Bond Etf Total Int Bd Etf (BNDX) 0.1 $289k +14% 6.0k 48.43
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Illinois Tool Works (ITW) 0.1 $283k 1.0k 270.34
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Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO) 0.1 $281k 21k 13.66
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EOG Resources (EOG) 0.1 $275k 2.1k 129.74
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Simmons First Natl Corporation Class A $1 Par Cl A $1 Par (SFNC) 0.1 $275k 12k 22.65
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Ishares Flexible Income Active Etf Isha Flex In Etf (BINC) 0.1 $274k +3% 5.2k 52.34
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Space Exploration Techn Corporation Class A Com Stk Class A Com Stk (SPCX) 0.1 $257k NEW 1.5k 170.86
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Monolithic Power Systems (MPWR) 0.1 $253k 183.00 1383.58
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Omega Healthcare Investors (OHI) 0.1 $242k 5.1k 47.68
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State Street Spdr S&p Aerospace & Defense Etf St Str Sp Aero (XAR) 0.1 $241k NEW 848.00 283.79
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Totalenergies Se Act Act (TTE) 0.1 $233k 3.0k 77.76
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American Express Company (AXP) 0.1 $232k 687.00 338.13
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Cisco Systems (CSCO) 0.1 $227k NEW 1.9k 117.43
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Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB) 0.1 $226k 8.4k 26.84
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First Trust Value Line Dividend Index Fund SHS (FVD) 0.1 $222k 4.6k 48.18
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Advanced Micro Devices (AMD) 0.1 $221k NEW 380.00 580.91
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Coca-Cola Company (KO) 0.1 $218k 2.7k 81.26
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Morgan Stanley Com New (MS) 0.1 $216k NEW 1.0k 209.05
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Ishares Gold Tr Ishares Ishares New (IAU) 0.1 $211k NEW 2.8k 75.51
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Ishares Tr Long Term Muni Long Term Muni (LMUB) 0.1 $210k NEW 4.1k 51.22
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Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD) 0.1 $210k 7.9k 26.66
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Akre Focus Etf Akre Focus Etf (AKRE) 0.1 $210k 3.9k 53.19
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Nuscale Pwr Corporation Class A Cl A Com (SMR) 0.1 $209k +14% 21k 10.03
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Invesco Total Return Bond Etf Total Return (GTO) 0.1 $208k NEW 4.4k 46.87
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Halliburton Company (HAL) 0.1 $206k 6.1k 33.95
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Sofi Technologies (SOFI) 0.1 $206k 12k 17.93
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Parker-Hannifin Corporation (PH) 0.1 $204k NEW 209.00 977.81
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Standard Lithium Corp equities (SLI) 0.0 $34k 12k 2.75
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Past Filings by Gilliland Jeter Wealth Management

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