Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 173 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.6 $31M 125k 250.42
NVIDIA Corporation (NVDA) 6.9 $20M 152k 134.29
Wal-Mart Stores (WMT) 3.8 $11M 124k 90.35
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 3.5 $10M 26k 401.58
Amazon (AMZN) 3.4 $10M 46k 219.39
Microsoft Corporation (MSFT) 3.3 $9.7M 23k 421.50
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 3.1 $9.1M 47k 195.83
At&t (T) 2.2 $6.4M 281k 22.77
Meta Platforms Incorporated Class A Cl A (META) 2.1 $6.3M 11k 585.51
JPMorgan Chase & Co. (JPM) 2.0 $6.1M 25k 239.71
Caterpillar (CAT) 1.6 $4.8M 13k 362.77
Vanguard Growth Etf Growth Etf (VUG) 1.6 $4.6M 11k 410.43
salesforce (CRM) 1.4 $4.2M 13k 334.34
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW) 1.3 $3.8M 24k 159.52
Motorola Solutions Incorporated Com New (MSI) 1.2 $3.7M 8.0k 462.25
Chevron Corporation (CVX) 1.2 $3.7M 25k 144.84
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 1.2 $3.7M 19k 190.44
Oracle Corporation (ORCL) 1.2 $3.6M 22k 166.64
Boston Scientific Corporation (BSX) 1.2 $3.6M 41k 89.32
AFLAC Incorporated (AFL) 1.2 $3.6M 35k 103.44
Marathon Petroleum Corp (MPC) 1.2 $3.6M 26k 139.50
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.2 $3.6M 7.9k 453.28
Visa Incorporated Com Class A Com Cl A (V) 1.2 $3.6M 11k 316.03
Broadcom (AVGO) 1.1 $3.2M 14k 231.84
Merck & Co (MRK) 1.0 $3.0M 30k 99.48
Bank of America Corporation (BAC) 1.0 $2.9M 66k 43.95
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 0.9 $2.8M 4.7k 588.62
DTE Energy Company (DTE) 0.9 $2.7M 22k 120.75
Exxon Mobil Corporation (XOM) 0.9 $2.6M 25k 107.57
Intuitive Surgical Incorporated Com New (ISRG) 0.9 $2.6M 5.0k 521.96
Vanguard Value Etf Value Etf (VTV) 0.9 $2.6M 15k 169.30
ConocoPhillips (COP) 0.8 $2.4M 24k 99.17
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.8 $2.4M 13k 185.13
Inspire Med Sys (INSP) 0.8 $2.4M 13k 185.38
Johnson Controls International SHS (JCI) 0.8 $2.3M 29k 78.93
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.8 $2.2M 12k 189.30
UnitedHealth (UNH) 0.7 $2.2M 4.3k 505.89
Williams Companies (WMB) 0.7 $2.2M 40k 54.12
Johnson & Johnson (JNJ) 0.6 $1.8M 13k 144.62
Chubb (CB) 0.6 $1.8M 6.6k 276.30
BP Sponsored Adr (BP) 0.6 $1.8M 60k 29.56
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $1.8M 3.0k 586.10
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.6 $1.7M 5.1k 343.44
Allstate Corporation (ALL) 0.5 $1.6M 8.4k 192.79
Spdr Technology Select Sector Fund Technology (XLK) 0.5 $1.6M 7.0k 232.53
Union Pacific Corporation (UNP) 0.5 $1.6M 6.9k 228.04
Philip Morris International (PM) 0.5 $1.6M 13k 120.35
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF) 0.5 $1.5M 79k 18.61
American Electric Power Company (AEP) 0.5 $1.4M 15k 92.23
Procter & Gamble Company (PG) 0.5 $1.4M 8.2k 167.65
Palo Alto Networks (PANW) 0.4 $1.3M 7.1k 181.96
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO) 0.4 $1.2M 34k 35.69
Spdr Industrial Select Sector Fund Indl (XLI) 0.4 $1.2M 9.2k 131.76
S&p Global (SPGI) 0.4 $1.2M 2.4k 498.10
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.4 $1.2M 9.9k 119.12
Waste Connections (WCN) 0.4 $1.1M 6.5k 171.58
Dt Midstream Incorporated Common Stock (DTM) 0.4 $1.1M 11k 99.43
Cadence Bank (CADE) 0.4 $1.1M 32k 34.45
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 916.27
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M 6.2k 172.43
TJX Companies (TJX) 0.4 $1.1M 8.8k 120.80
J.B. Hunt Transport Services (JBHT) 0.3 $1.0M 6.0k 170.66
Keysight Technologies (KEYS) 0.3 $1.0M 6.4k 160.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.0M 2.0k 511.17
Canadian Pacific Kansas City (CP) 0.3 $1.0M 14k 72.37
Iridium Communications (IRDM) 0.3 $996k 34k 29.02
Huntington Bancshares Incorporated (HBAN) 0.3 $970k 60k 16.27
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.3 $969k 9.6k 100.60
Verizon Communications (VZ) 0.3 $968k 24k 39.99
Eli Lilly & Co. (LLY) 0.3 $945k 1.2k 772.00
Servicenow (NOW) 0.3 $887k 837.00 1060.12
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.3 $877k 10k 87.82
International Business Machines (IBM) 0.3 $873k 4.0k 219.85
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.3 $868k 15k 59.06
Allete Incorporated Com New (ALE) 0.3 $849k 13k 64.80
Iqvia Holdings (IQV) 0.3 $824k 4.2k 196.51
RPM International (RPM) 0.3 $818k 6.6k 123.05
Progressive Corporation (PGR) 0.3 $791k 3.3k 239.64
Antero Res (AR) 0.3 $780k 22k 35.05
American Tower Reit (AMT) 0.3 $772k 4.2k 183.43
Mastercard Incorporated Class A Cl A (MA) 0.3 $769k 1.5k 526.72
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.3 $767k 2.6k 289.81
Devon Energy Corporation (DVN) 0.3 $766k 23k 32.73
Home BancShares (HOMB) 0.3 $764k 27k 28.30
Halliburton Company (HAL) 0.3 $762k 28k 27.19
Altria (MO) 0.3 $757k 15k 52.29
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.2 $739k 2.6k 280.08
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC) 0.2 $710k 32k 22.18
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $666k 3.0k 220.96
Novartis Sponsored Adr (NVS) 0.2 $644k 6.6k 97.31
Tenet Healthcare Corporation Com New (THC) 0.2 $623k 4.9k 126.23
Intercontinental Exchange (ICE) 0.2 $617k 4.1k 149.03
Abbott Laboratories (ABT) 0.2 $612k 5.4k 113.11
Snowflake Incorporated Class A Cl A (SNOW) 0.2 $605k 3.9k 154.41
Spdr Health Care Select Sbi Healthcare (XLV) 0.2 $602k 4.4k 137.58
Gabelli Dividend & Income Trust (GDV) 0.2 $599k 25k 24.15
Crown Castle Intl (CCI) 0.2 $576k 6.3k 90.76
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.2 $573k 3.2k 178.09
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.2 $573k 5.6k 101.53
Spdr Gold Shares Gold Shs (GLD) 0.2 $568k 2.3k 242.13
Norfolk Southern (NSC) 0.2 $564k 2.4k 234.66
Ishares U.s. Equity Factor Rotation Acti Us Eqt Factor (DYNF) 0.2 $559k 11k 51.25
Bank Ozk (OZK) 0.2 $555k 13k 44.53
Micron Technology (MU) 0.2 $554k 6.6k 84.16
Virtus Allianzgi Diversified (ACV) 0.2 $539k 25k 21.95
Steris Plc Shs Usd Shs Usd (STE) 0.2 $536k 2.6k 205.59
Home Depot (HD) 0.2 $532k 1.4k 388.93
United Parcel Service Incorporated Class B CL B (UPS) 0.2 $527k 4.2k 126.09
Pfizer (PFE) 0.2 $522k 20k 26.53
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG) 0.2 $494k 10k 49.46
O'reilly Automotive (ORLY) 0.2 $473k 399.00 1185.80
Delta Air Lines Incorporated Del Com New (DAL) 0.2 $469k 7.8k 60.50
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 0.2 $447k 8.5k 52.47
Markel Corporation (MKL) 0.1 $437k 253.00 1726.23
Cigna Corp (CI) 0.1 $436k 1.6k 276.05
Lululemon Athletica (LULU) 0.1 $425k 1.1k 382.41
Mondelez International Incorporated Class A Cl A (MDLZ) 0.1 $424k 7.1k 59.73
Public Service Enterprise (PEG) 0.1 $423k 5.0k 84.49
Calamos (CCD) 0.1 $414k 17k 24.30
Darden Restaurants (DRI) 0.1 $411k 2.2k 186.69
Deere & Company (DE) 0.1 $397k 937.00 423.59
Crocs (CROX) 0.1 $396k 3.6k 109.53
Capital One Financial (COF) 0.1 $387k 2.2k 178.34
Diamondback Energy (FANG) 0.1 $376k 2.3k 163.84
Encompass Health Corp (EHC) 0.1 $373k 4.0k 92.35
Trane Technologies SHS (TT) 0.1 $372k 1.0k 369.35
Analog Devices (ADI) 0.1 $371k 1.7k 212.46
Fidelity National Information Services (FIS) 0.1 $370k 4.6k 80.77
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.1 $364k 8.7k 41.82
Amgen (AMGN) 0.1 $358k 1.4k 260.60
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB) 0.1 $356k 1.1k 322.16
Fiserv (FI) 0.1 $327k 1.6k 205.42
Wells Fargo & Company (WFC) 0.1 $326k 4.6k 70.24
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 0.1 $321k 3.1k 103.29
Shopify Incorporated Class A Cl A (SHOP) 0.1 $320k 3.0k 106.33
Nxp Semiconductors N V (NXPI) 0.1 $318k 1.5k 207.85
89bio (ETNB) 0.1 $308k 39k 7.82
Mainstay Definedterm Mn Opp (MMD) 0.1 $307k 21k 14.93
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL) 0.1 $305k 6.3k 48.30
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR) 0.1 $304k 1.5k 198.21
Old Republic International Corporation (ORI) 0.1 $301k 8.3k 36.19
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.1 $297k 1.6k 190.88
Linde SHS (LIN) 0.1 $289k 689.00 418.81
Chipotle Mexican Grill (CMG) 0.1 $280k 4.7k 60.30
Abbvie (ABBV) 0.1 $279k 1.6k 177.74
Regions Financial Corporation (RF) 0.1 $273k 12k 23.52
Spdr Materials Select Sector Fund Sbi Materials (XLB) 0.1 $269k 3.2k 84.14
Medtronic SHS (MDT) 0.1 $268k 3.4k 79.88
Phillips 66 (PSX) 0.1 $264k 2.3k 113.93
Illinois Tool Works (ITW) 0.1 $261k 1.0k 253.48
Ge Aerospace Com New (GE) 0.1 $257k 1.5k 166.74
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.1 $255k 6.3k 40.48
Murphy Usa (MUSA) 0.1 $250k 499.00 501.75
Spdr Blackstone/gso Senior Loan Etf Blackstone Senr (SRLN) 0.1 $241k 5.8k 41.73
American Express Company (AXP) 0.1 $237k 799.00 296.70
Honeywell International (HON) 0.1 $235k 1.0k 225.89
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO) 0.1 $234k 21k 11.39
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $229k 424.00 538.82
Clorox Company (CLX) 0.1 $227k 1.4k 162.41
Entergy Corporation (ETR) 0.1 $214k 2.8k 75.81
Qualcomm (QCOM) 0.1 $213k 1.4k 153.63
First Trust Value Line Dividend Index Fund SHS (FVD) 0.1 $212k 4.9k 43.64
Helmerich & Payne (HP) 0.1 $211k 6.6k 32.02
Goldman Sachs (GS) 0.1 $209k 365.00 572.62
Ishares Incorporated Msci Emrg Chn Msci Emrg Chn (EMXC) 0.1 $202k 3.6k 55.44
Discover Financial Services 0.1 $202k 1.2k 173.25
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB) 0.1 $201k 7.7k 26.15
Sofi Technologies (SOFI) 0.1 $177k 12k 15.40
Uniti Group Inc Com reit 0.1 $149k 27k 5.50
Putnam Managed Municipal Income Trust (PMM) 0.0 $72k 12k 5.97
Allianzgi Conv & Income Fd Ii 0.0 $47k 15k 3.13
Allianzgi Convertible & Income 0.0 $43k 12k 3.47
Standard Lithium Corp equities (SLI) 0.0 $18k 12k 1.46