Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management as of March 31, 2025

Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 176 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.5 $27M 121k 222.13
NVIDIA Corporation (NVDA) 6.0 $17M 157k 108.38
Wal-Mart Stores (WMT) 3.8 $11M 122k 87.79
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 3.4 $9.5M 26k 361.10
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 3.1 $8.9M 46k 193.99
Amazon (AMZN) 3.1 $8.7M 46k 190.26
At&t (T) 2.9 $8.2M 290k 28.28
Microsoft Corporation (MSFT) 2.8 $8.0M 21k 375.40
Meta Platforms Incorporated Class A Cl A (META) 2.2 $6.1M 11k 576.34
JPMorgan Chase & Co. (JPM) 2.2 $6.1M 25k 245.30
Chevron Corporation (CVX) 1.5 $4.2M 25k 167.29
Caterpillar (CAT) 1.5 $4.2M 13k 329.80
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.5 $4.2M 7.9k 532.58
Vanguard Growth Etf Growth Etf (VUG) 1.5 $4.2M 11k 370.82
Boston Scientific Corporation (BSX) 1.4 $4.0M 40k 100.88
Visa Incorporated Com Class A Com Cl A (V) 1.4 $3.9M 11k 350.45
AFLAC Incorporated (AFL) 1.3 $3.8M 34k 111.19
Marathon Petroleum Corp (MPC) 1.2 $3.4M 24k 145.69
salesforce (CRM) 1.2 $3.3M 12k 268.37
Motorola Solutions Incorporated Com New (MSI) 1.1 $3.2M 7.2k 437.82
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW) 1.1 $3.1M 22k 140.44
DTE Energy Company (DTE) 1.1 $3.1M 22k 138.27
Oracle Corporation (ORCL) 1.1 $3.0M 21k 139.81
Exxon Mobil Corporation (XOM) 1.0 $2.9M 24k 118.93
Bank of America Corporation (BAC) 1.0 $2.7M 66k 41.73
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 1.0 $2.7M 4.8k 561.94
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.9 $2.7M 17k 156.23
Vanguard Value Etf Value Etf (VTV) 0.9 $2.7M 15k 172.74
Merck & Co (MRK) 0.9 $2.5M 28k 89.76
ConocoPhillips (COP) 0.9 $2.5M 24k 105.02
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.9 $2.5M 13k 188.16
Intuitive Surgical Incorporated Com New (ISRG) 0.9 $2.5M 5.0k 495.27
Williams Companies (WMB) 0.8 $2.3M 39k 59.76
Johnson Controls International SHS (JCI) 0.8 $2.2M 27k 80.11
Johnson & Johnson (JNJ) 0.8 $2.1M 13k 165.84
UnitedHealth (UNH) 0.7 $2.1M 3.9k 523.73
Broadcom (AVGO) 0.7 $2.1M 12k 167.43
BP Sponsored Adr (BP) 0.7 $2.0M 61k 33.79
Philip Morris International (PM) 0.7 $2.0M 13k 158.73
Inspire Med Sys (INSP) 0.7 $2.0M 13k 159.28
Chubb (CB) 0.7 $2.0M 6.6k 301.98
Lam Research Corporation Com New (LRCX) 0.7 $1.9M 26k 72.70
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.6 $1.8M 12k 154.64
Allstate Corporation (ALL) 0.6 $1.7M 8.4k 207.07
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $1.7M 3.1k 559.41
American Electric Power Company (AEP) 0.6 $1.7M 15k 109.27
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.6 $1.6M 5.1k 308.88
Union Pacific Corporation (UNP) 0.5 $1.5M 6.4k 236.23
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF) 0.5 $1.5M 79k 18.70
Spdr Technology Select Sector Fund Technology (XLK) 0.5 $1.5M 7.1k 206.47
Procter & Gamble Company (PG) 0.5 $1.4M 8.2k 170.43
Waste Connections (WCN) 0.4 $1.2M 6.3k 195.19
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO) 0.4 $1.2M 36k 34.11
Spdr Industrial Select Sector Fund Indl (XLI) 0.4 $1.2M 9.0k 131.06
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 945.78
Palo Alto Networks (PANW) 0.4 $1.1M 6.5k 170.64
S&p Global (SPGI) 0.4 $1.1M 2.1k 508.04
Dt Midstream Incorporated Common Stock (DTM) 0.4 $1.1M 11k 96.48
Verizon Communications (VZ) 0.4 $1.1M 24k 45.36
TJX Companies (TJX) 0.4 $1.1M 8.8k 121.79
Cadence Bank (CADE) 0.4 $1.0M 35k 30.36
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.4 $1.0M 9.9k 102.23
Eli Lilly & Co. (LLY) 0.4 $1.0M 1.2k 825.91
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.4 $997k 9.6k 103.47
International Business Machines (IBM) 0.3 $986k 4.0k 248.65
Canadian Pacific Kansas City (CP) 0.3 $977k 14k 70.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $947k 2.0k 468.87
Devon Energy Corporation (DVN) 0.3 $941k 25k 37.40
Iridium Communications (IRDM) 0.3 $937k 34k 27.32
Progressive Corporation (PGR) 0.3 $928k 3.3k 282.98
Huntington Bancshares Incorporated (HBAN) 0.3 $922k 61k 15.01
American Tower Reit (AMT) 0.3 $905k 4.2k 217.61
Antero Res (AR) 0.3 $900k 22k 40.44
Keysight Technologies (KEYS) 0.3 $877k 5.9k 149.77
J.B. Hunt Transport Services (JBHT) 0.3 $874k 5.9k 147.96
Altria (MO) 0.3 $871k 15k 60.02
Allete Incorporated Com New (ALE) 0.3 $860k 13k 65.70
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.3 $807k 15k 54.86
Home BancShares (HOMB) 0.3 $798k 28k 28.27
Mastercard Incorporated Class A Cl A (MA) 0.3 $790k 1.4k 547.97
Crown Castle Intl (CCI) 0.3 $790k 7.6k 104.23
Novartis Sponsored Adr (NVS) 0.3 $778k 7.0k 111.48
RPM International (RPM) 0.3 $768k 6.6k 115.68
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.3 $763k 8.5k 89.64
Blackstone Group Inc Com Cl A (BX) 0.3 $743k 5.3k 139.79
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.3 $723k 2.6k 274.84
Abbott Laboratories (ABT) 0.3 $715k 5.4k 132.65
Intercontinental Exchange (ICE) 0.2 $700k 4.1k 172.48
Servicenow (NOW) 0.2 $690k 867.00 796.14
Iqvia Holdings (IQV) 0.2 $681k 3.9k 176.30
Halliburton Company (HAL) 0.2 $666k 26k 25.37
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.2 $665k 2.6k 251.80
Tenet Healthcare Corporation Com New (THC) 0.2 $663k 4.9k 134.50
Spdr Health Care Select Sbi Healthcare (XLV) 0.2 $650k 4.5k 146.01
Spdr Gold Shares Gold Shs (GLD) 0.2 $633k 2.2k 288.14
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $621k 3.1k 199.49
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.2 $621k 3.6k 170.89
Gabelli Dividend & Income Trust (GDV) 0.2 $605k 25k 24.13
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 0.2 $585k 12k 48.76
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.2 $581k 6.3k 92.83
Snowflake Incorporated Class A Cl A (SNOW) 0.2 $576k 3.9k 146.16
Norfolk Southern (NSC) 0.2 $544k 2.3k 236.87
Bank Ozk (OZK) 0.2 $544k 13k 43.45
Cigna Corp (CI) 0.2 $520k 1.6k 328.99
Home Depot (HD) 0.2 $503k 1.4k 366.44
Virtus Allianzgi Diversified (ACV) 0.2 $492k 25k 20.00
Mondelez International Incorporated Class A Cl A (MDLZ) 0.2 $479k 7.1k 67.85
Pfizer (PFE) 0.2 $467k 18k 25.34
Darden Restaurants (DRI) 0.2 $458k 2.2k 207.74
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG) 0.2 $455k 10k 45.05
Deere & Company (DE) 0.2 $443k 944.00 469.13
Amgen (AMGN) 0.1 $423k 1.4k 311.63
United Parcel Service Incorporated Class B CL B (UPS) 0.1 $421k 3.8k 110.00
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.1 $416k 2.2k 190.55
Public Service Enterprise (PEG) 0.1 $412k 5.0k 82.30
Blackrock (BLK) 0.1 $408k 431.00 946.40
Markel Corporation (MKL) 0.1 $404k 216.00 1869.61
Encompass Health Corp (EHC) 0.1 $401k 4.0k 101.28
Tesla Motors (TSLA) 0.1 $400k 1.5k 259.16
Capital One Financial (COF) 0.1 $390k 2.2k 179.34
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.1 $389k 8.9k 43.70
Diamondback Energy (FANG) 0.1 $369k 2.3k 159.88
Calamos (CCD) 0.1 $363k 17k 21.29
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB) 0.1 $360k 1.2k 306.74
89bio (ETNB) 0.1 $355k 49k 7.27
Fiserv (FI) 0.1 $353k 1.6k 220.83
Crocs (CROX) 0.1 $352k 3.3k 106.20
Analog Devices (ADI) 0.1 $352k 1.7k 201.67
Fidelity National Information Services (FIS) 0.1 $343k 4.6k 74.67
Steris Plc Shs Usd Shs Usd (STE) 0.1 $341k 1.5k 226.69
Trane Technologies SHS (TT) 0.1 $340k 1.0k 336.92
Delta Air Lines Incorporated Del Com New (DAL) 0.1 $338k 7.8k 43.60
Micron Technology (MU) 0.1 $334k 3.8k 86.89
Wells Fargo & Company (WFC) 0.1 $333k 4.6k 71.79
Abbvie (ABBV) 0.1 $329k 1.6k 209.56
Old Republic International Corporation (ORI) 0.1 $324k 8.3k 39.22
Linde SHS (LIN) 0.1 $321k 689.00 465.80
Mainstay Definedterm Mn Opp (MMD) 0.1 $310k 21k 15.08
Ge Aerospace Com New (GE) 0.1 $308k 1.5k 200.09
Lululemon Athletica (LULU) 0.1 $305k 1.1k 283.06
Medtronic SHS (MDT) 0.1 $302k 3.4k 89.86
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL) 0.1 $300k 6.3k 47.26
O'reilly Automotive (ORLY) 0.1 $298k 208.00 1432.58
Shopify Incorporated Class A Cl A (SHOP) 0.1 $290k 3.0k 96.68
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 0.1 $289k 3.1k 92.79
Phillips 66 (PSX) 0.1 $286k 2.3k 123.48
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR) 0.1 $286k 1.5k 186.31
Spdr Materials Select Sector Fund Sbi Materials (XLB) 0.1 $275k 3.2k 85.98
Cheniere Energy Incorporated Com New (LNG) 0.1 $272k 1.2k 231.40
Nxp Semiconductors N V (NXPI) 0.1 $262k 1.4k 190.06
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.1 $262k 6.4k 40.77
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB) 0.1 $258k 9.7k 26.68
Illinois Tool Works (ITW) 0.1 $256k 1.0k 248.00
Regions Financial Corporation (RF) 0.1 $252k 12k 21.73
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC) 0.1 $247k 12k 20.53
Entergy Corporation (ETR) 0.1 $241k 2.8k 85.48
Spdr Blackstone/gso Senior Loan Etf Blackstone Senr (SRLN) 0.1 $239k 5.8k 41.13
Murphy Usa (MUSA) 0.1 $234k 499.00 469.81
Chipotle Mexican Grill (CMG) 0.1 $234k 4.7k 50.21
Ventas (VTR) 0.1 $229k 3.3k 68.77
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $220k 428.00 513.91
American Express Company (AXP) 0.1 $217k 808.00 268.97
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF) 0.1 $217k 802.00 270.83
Qualcomm (QCOM) 0.1 $214k 1.4k 153.59
First Trust Value Line Dividend Index Fund SHS (FVD) 0.1 $213k 4.8k 44.59
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO) 0.1 $213k 21k 10.33
Honeywell International (HON) 0.1 $210k 990.00 211.75
I3 Verticals Incorporated Com Class A Com Cl A (IIIV) 0.1 $207k 8.4k 24.67
Clorox Company (CLX) 0.1 $206k 1.4k 147.25
Invesco Total Return Bond Etf Total Return (GTO) 0.1 $206k 4.4k 46.93
Smurfit Westrock SHS (SW) 0.1 $203k 4.5k 45.06
Goldman Sachs (GS) 0.1 $202k 369.00 546.29
Sofi Technologies (SOFI) 0.0 $134k 12k 11.63
Uniti Group Inc Com reit 0.0 $97k 19k 5.04
Putnam Managed Municipal Income Trust (PMM) 0.0 $74k 12k 6.13
Standard Lithium Corp equities (SLI) 0.0 $16k 12k 1.27