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Gilliland Jeter Wealth Management

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

Central Index Key (CIK): 0002009886

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Positions held by Gilliland Jeter Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 164 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	11.1	$27M	139k	192.53	View chart
Microsoft Corporation (MSFT)	3.7	$9.1M	24k	376.04	View chart
NVIDIA Corporation (NVDA)	3.2	$7.7M	16k	495.22	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	3.1	$7.6M	25k	303.17	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	3.1	$7.5M	44k	170.40	View chart
Amazon (AMZN)	3.0	$7.3M	48k	151.94	View chart
Wal-Mart Stores (WMT)	2.8	$6.7M	42k	157.65	View chart
At&t (T)	1.8	$4.5M	266k	16.78	View chart
Meta Platforms Incorporated Class A Cl A (META)	1.7	$4.2M	12k	353.96	View chart
JPMorgan Chase & Co. (JPM)	1.7	$4.1M	24k	170.10	View chart
Caterpillar (CAT)	1.6	$4.0M	14k	295.68	View chart
Marathon Petroleum Corp (MPC)	1.6	$3.8M	26k	148.36	View chart
salesforce (CRM)	1.5	$3.5M	13k	263.14	View chart
Vanguard Growth Etf Growth Etf (VUG)	1.4	$3.4M	11k	310.89	View chart
Inspire Med Sys (INSP)	1.4	$3.4M	17k	203.43	View chart
Merck & Co (MRK)	1.4	$3.3M	31k	109.02	View chart
Chevron Corporation (CVX)	1.3	$3.1M	21k	149.16	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	1.3	$3.0M	25k	122.75	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.2	$2.9M	11k	260.36	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	1.2	$2.9M	20k	140.93	View chart
AFLAC Incorporated (AFL)	1.2	$2.9M	35k	82.50	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	1.2	$2.8M	7.9k	356.66	View chart
ConocoPhillips (COP)	1.1	$2.7M	23k	116.07	View chart
Motorola Solutions Incorporated Com New (MSI)	1.1	$2.5M	8.1k	313.08	View chart
Home BancShares (HOMB)	1.0	$2.5M	98k	25.33	View chart
DTE Energy Company (DTE)	1.0	$2.5M	22k	110.26	View chart
Johnson & Johnson (JNJ)	1.0	$2.5M	16k	156.74	View chart
BP Sponsored Adr (BP)	1.0	$2.4M	69k	35.40	View chart
Bank of America Corporation (BAC)	1.0	$2.3M	70k	33.67	View chart
Vanguard Value Etf Value Etf (VTV)	1.0	$2.3M	15k	149.50	View chart
Boston Scientific Corporation (BSX)	0.9	$2.3M	39k	57.81	View chart
Johnson Controls International SHS (JCI)	0.9	$2.2M	38k	57.64	View chart
Oracle Corporation (ORCL)	0.9	$2.1M	20k	105.43	View chart
UnitedHealth (UNH)	0.9	$2.1M	4.0k	526.48	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.9	$2.1M	13k	165.25	View chart
Lam Research Corporation (LRCX)	0.8	$2.0M	2.6k	783.14	View chart
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP)	0.7	$1.8M	18k	98.59	View chart
Union Pacific Corporation (UNP)	0.7	$1.8M	7.3k	245.61	View chart
Intuitive Surgical Incorporated Com New (ISRG)	0.7	$1.7M	5.0k	337.36	View chart
Broadcom (AVGO)	0.7	$1.7M	1.5k	1116.49	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.7	$1.7M	12k	139.69	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.6M	16k	99.98	View chart
Keysight Technologies (KEYS)	0.6	$1.5M	9.6k	159.09	View chart
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF)	0.6	$1.5M	86k	17.51	View chart
Williams Companies (WMB)	0.6	$1.4M	41k	34.83	View chart
Devon Energy Corporation (DVN)	0.6	$1.4M	32k	45.30	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.6	$1.4M	3.0k	475.32	View chart
Chubb (CB)	0.6	$1.4M	6.2k	226.00	View chart
Spdr Technology Select Sector Fund Technology (XLK)	0.6	$1.4M	7.1k	192.48	View chart
Canadian Pacific Kansas City (CP)	0.6	$1.4M	17k	79.06	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.5	$1.3M	5.1k	259.53	View chart
Philip Morris International (PM)	0.5	$1.3M	13k	94.08	View chart
American Electric Power Company (AEP)	0.5	$1.2M	15k	81.22	View chart
J.B. Hunt Transport Services (JBHT)	0.5	$1.2M	6.2k	199.73	View chart
Allstate Corporation (ALL)	0.5	$1.2M	8.8k	139.98	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.5	$1.2M	2.5k	477.54	View chart
Procter & Gamble Company (PG)	0.5	$1.2M	8.1k	146.54	View chart
Verizon Communications (VZ)	0.5	$1.2M	31k	37.70	View chart
Lululemon Athletica (LULU)	0.5	$1.1M	2.2k	511.29	View chart
S&p Global (SPGI)	0.5	$1.1M	2.6k	440.50	View chart
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO)	0.5	$1.1M	36k	30.08	View chart
Pioneer Natural Resources (PXD)	0.5	$1.1M	4.8k	224.89	View chart
Palo Alto Networks (PANW)	0.4	$1.0M	3.5k	294.88	View chart
Spdr Industrial Select Sector Fund Indl (XLI)	0.4	$1.0M	9.2k	114.00	View chart
Iridium Communications (IRDM)	0.4	$1.0M	25k	41.16	View chart
Waste Connections (WCN)	0.4	$986k	6.6k	149.27	View chart
Iqvia Holdings (IQV)	0.4	$986k	4.3k	231.38	View chart
Cadence Bank (CADE)	0.4	$986k	33k	29.59	View chart
Air Products & Chemicals (APD)	0.4	$977k	3.6k	273.76	View chart
Pfizer (PFE)	0.4	$962k	33k	28.79	View chart
TJX Companies (TJX)	0.4	$950k	10k	93.81	View chart
Huntington Bancshares Incorporated (HBAN)	0.4	$930k	73k	12.72	View chart
Bank Ozk (OZK)	0.4	$918k	18k	49.83	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.4	$896k	4.1k	219.83	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.4	$870k	9.9k	87.67	View chart
Mastercard Incorporated Class A Cl A (MA)	0.3	$834k	2.0k	426.41	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.3	$825k	10k	80.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$816k	6.2k	130.93	View chart
Home Depot (HD)	0.3	$814k	2.3k	346.48	View chart
Costco Wholesale Corporation (COST)	0.3	$807k	1.2k	660.08	View chart
Allete Incorporated Com New (ALE)	0.3	$801k	13k	61.16	View chart
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC)	0.3	$788k	40k	19.84	View chart
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV)	0.3	$756k	15k	51.55	View chart
RPM International (RPM)	0.3	$742k	6.6k	111.63	View chart
Progressive Corporation (PGR)	0.3	$726k	4.6k	159.29	View chart
United Parcel Service Incorporated Class B CL B (UPS)	0.3	$684k	4.3k	157.22	View chart
Raymond James Financial (RJF)	0.3	$674k	6.0k	111.50	View chart
Eli Lilly & Co. (LLY)	0.3	$673k	1.2k	582.92	View chart
International Business Machines (IBM)	0.3	$663k	4.1k	163.56	View chart
Spdr Health Care Select Sbi Healthcare (XLV)	0.3	$639k	4.7k	136.38	View chart
Dt Midstream (DTM)	0.3	$614k	11k	54.80	View chart
Intercontinental Exchange (ICE)	0.3	$608k	4.7k	128.44	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.2	$602k	3.0k	200.71	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.2	$586k	2.4k	241.79	View chart
Altria (MO)	0.2	$578k	14k	40.34	View chart
Micron Technology (MU)	0.2	$555k	6.5k	85.34	View chart
Servicenow (NOW)	0.2	$543k	769.00	706.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$542k	1.3k	409.45	View chart
Norfolk Southern (NSC)	0.2	$529k	2.2k	236.34	View chart
Markel Corporation (MKL)	0.2	$527k	371.00	1419.90	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$526k	25k	20.98	View chart
Abbott Laboratories (ABT)	0.2	$526k	4.8k	110.07	View chart
Mondelez International Incorporated Class A Cl A (MDLZ)	0.2	$520k	7.2k	72.43	View chart
Deere & Company (DE)	0.2	$518k	1.3k	399.97	View chart
Gabelli Dividend & Income Trust (GDV)	0.2	$504k	23k	21.64	View chart
Mainstay Definedterm Mn Opp (MMD)	0.2	$487k	30k	16.25	View chart
Cigna Corp (CI)	0.2	$471k	1.6k	299.52	View chart
Spdr Blackstone Senior Loan Etf Blackstone Senr (SRLN)	0.2	$451k	11k	41.93	View chart
Edwards Lifesciences (EW)	0.2	$437k	5.7k	76.25	View chart
Paccar (PCAR)	0.2	$425k	4.4k	97.65	View chart
Halliburton Company (HAL)	0.2	$425k	12k	36.15	View chart
Amgen (AMGN)	0.2	$421k	1.5k	287.93	View chart
Shopify Incorporated Class A Cl A (SHOP)	0.2	$412k	5.3k	77.90	View chart
Darden Restaurants (DRI)	0.2	$399k	2.4k	164.27	View chart
Spdr Gold Shares Gold Shs (GLD)	0.2	$391k	2.0k	191.17	View chart
Tenet Healthcare Corporation Com New (THC)	0.2	$385k	5.1k	75.57	View chart
Phillips 66 (PSX)	0.2	$377k	2.8k	133.14	View chart
Fiserv (FI)	0.2	$369k	2.8k	132.84	View chart
Boeing Company (BA)	0.2	$363k	1.4k	260.70	View chart
Calamos (CCD)	0.1	$358k	18k	19.78	View chart
Nxp Semiconductors N V (NXPI)	0.1	$357k	1.6k	229.68	View chart
Public Service Enterprise (PEG)	0.1	$356k	5.8k	61.15	View chart
O'reilly Automotive (ORLY)	0.1	$355k	374.00	950.08	View chart
Linde SHS (LIN)	0.1	$353k	860.00	410.82	View chart
Diamondback Energy (FANG)	0.1	$347k	2.2k	155.06	View chart
Analog Devices (ADI)	0.1	$346k	1.7k	198.56	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.1	$338k	8.4k	40.21	View chart
Adobe Systems Incorporated (ADBE)	0.1	$311k	522.00	596.60	View chart
Old Republic International Corporation (ORI)	0.1	$307k	10k	29.40	View chart
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB)	0.1	$307k	11k	26.91	View chart
Abbvie (ABBV)	0.1	$296k	1.9k	155.00	View chart
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)	0.1	$291k	4.9k	59.66	View chart
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB)	0.1	$289k	1.1k	262.26	View chart
Ishares Tr Tips Bd Etf Tips Bd Etf (TIP)	0.1	$287k	2.7k	107.47	View chart
Capital One Financial (COF)	0.1	$280k	2.1k	131.14	View chart
Fidelity National Information Services (FIS)	0.1	$280k	4.7k	60.07	View chart
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR)	0.1	$277k	1.5k	179.99	View chart
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL)	0.1	$275k	6.2k	44.10	View chart
Bristol Myers Squibb (BMY)	0.1	$274k	5.3k	51.31	View chart
Spdr Materials Select Sector Fund Sbi Materials (XLB)	0.1	$273k	3.2k	85.54	View chart
Intuit (INTU)	0.1	$271k	434.00	625.27	View chart
Encompass Health Corp (EHC)	0.1	$269k	4.0k	66.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$261k	491.00	530.72	View chart
Qualcomm (QCOM)	0.1	$259k	1.8k	144.63	View chart
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG)	0.1	$258k	3.3k	78.01	View chart
Trane Technologies SHS (TT)	0.1	$251k	1.0k	243.90	View chart
Mosaic (MOS)	0.1	$248k	7.0k	35.73	View chart
Helmerich & Payne (HP)	0.1	$246k	6.8k	36.22	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.1	$242k	6.0k	40.56	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$239k	6.5k	36.55	View chart
Freeport-mcmoran Incorporated Class B CL B (FCX)	0.1	$233k	5.5k	42.57	View chart
Comcast Corporation New Class A Cl A (CMCSA)	0.1	$219k	5.0k	43.85	View chart
Westrock (WRK)	0.1	$212k	5.1k	41.52	View chart
89bio (ETNB)	0.1	$212k	19k	11.17	View chart
Tesla Motors (TSLA)	0.1	$208k	838.00	248.48	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$202k	3.0k	67.38	View chart
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO)	0.1	$164k	18k	9.08	View chart
Flaherty & Crumrine/Claymore Preferred S (FFC)	0.1	$146k	11k	13.90	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.1	$146k	11k	13.35	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$71k	12k	6.08	View chart
Amarin Corporation Plc Spons Spons Adr New (AMRN)	0.0	$64k	74k	0.87	View chart
Allianzgi Conv & Income Fd Ii (NCZ)	0.0	$44k	15k	2.98	View chart
Allianzgi Convertible & Income (NCV)	0.0	$42k	13k	3.37	View chart
Standard Lithium Corp equities (SLI)	0.0	$21k	10k	2.02	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 2023 Q4 filed Feb. 2, 2024

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