Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management as of June 30, 2025

Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 178 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.0 $25M 155k 157.99
Apple (AAPL) 7.8 $24M 117k 205.17
Wal-Mart Stores (WMT) 3.9 $12M 121k 97.78
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 3.6 $11M 26k 424.59
Microsoft Corporation (MSFT) 3.4 $10M 21k 497.42
Amazon (AMZN) 3.2 $9.9M 45k 219.39
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 3.0 $9.3M 46k 204.67
At&t (T) 2.7 $8.3M 288k 28.94
Meta Platforms Incorporated Class A Cl A (META) 2.7 $8.2M 11k 738.09
JPMorgan Chase & Co. (JPM) 2.3 $7.1M 25k 289.91
Caterpillar (CAT) 1.6 $5.0M 13k 388.20
Vanguard Growth Etf Growth Etf (VUG) 1.6 $5.0M 11k 438.41
Oracle Corporation (ORCL) 1.5 $4.6M 21k 218.63
Boston Scientific Corporation (BSX) 1.4 $4.2M 39k 107.41
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW) 1.3 $4.0M 23k 173.27
Visa Incorporated Com Class A Com Cl A (V) 1.3 $3.9M 11k 355.04
Marathon Petroleum Corp (MPC) 1.3 $3.8M 23k 166.11
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.2 $3.8M 7.9k 485.77
Chevron Corporation (CVX) 1.2 $3.6M 25k 143.19
AFLAC Incorporated (AFL) 1.2 $3.6M 34k 105.46
salesforce (CRM) 1.1 $3.3M 12k 272.68
Bank of America Corporation (BAC) 1.0 $3.1M 65k 47.32
Broadcom (AVGO) 1.0 $3.1M 11k 275.65
DTE Energy Company (DTE) 1.0 $3.0M 22k 132.46
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 1.0 $2.9M 4.7k 620.84
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 0.9 $2.9M 16k 177.38
Johnson Controls International SHS (JCI) 0.9 $2.8M 27k 105.62
Motorola Solutions Incorporated Com New (MSI) 0.9 $2.8M 6.7k 420.45
Vanguard Value Etf Value Etf (VTV) 0.9 $2.7M 15k 176.74
Intuitive Surgical Incorporated Com New (ISRG) 0.9 $2.7M 4.9k 543.41
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.8 $2.6M 13k 194.24
Lam Research Corporation Com New (LRCX) 0.8 $2.6M 26k 97.34
Exxon Mobil Corporation (XOM) 0.8 $2.5M 23k 107.80
Williams Companies (WMB) 0.8 $2.4M 39k 62.81
Philip Morris International (PM) 0.8 $2.3M 13k 182.13
ConocoPhillips (COP) 0.7 $2.1M 24k 89.74
Merck & Co (MRK) 0.7 $2.1M 27k 79.16
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.7 $2.1M 12k 176.22
Johnson & Johnson (JNJ) 0.6 $1.9M 13k 152.75
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $1.9M 3.1k 617.83
Chubb (CB) 0.6 $1.9M 6.6k 289.73
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.6 $1.9M 5.1k 366.17
Spdr Technology Select Sector Fund Technology (XLK) 0.6 $1.8M 7.1k 253.22
BP Sponsored Adr (BP) 0.6 $1.8M 59k 29.93
Allstate Corporation (ALL) 0.6 $1.8M 8.7k 201.30
American Electric Power Company (AEP) 0.5 $1.6M 15k 103.76
Inspire Med Sys (INSP) 0.5 $1.5M 12k 129.77
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF) 0.5 $1.5M 79k 18.97
Union Pacific Corporation (UNP) 0.5 $1.4M 6.3k 230.07
Palo Alto Networks (PANW) 0.4 $1.3M 6.5k 204.64
Spdr Industrial Select Sector Fund Indl (XLI) 0.4 $1.3M 9.0k 147.53
Procter & Gamble Company (PG) 0.4 $1.3M 8.2k 159.32
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO) 0.4 $1.3M 37k 35.42
Dt Midstream Incorporated Common Stock (DTM) 0.4 $1.2M 11k 109.91
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.4 $1.2M 9.9k 121.64
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.5k 779.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.2k 551.60
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.2k 989.94
Waste Connections (WCN) 0.4 $1.2M 6.3k 186.72
International Business Machines (IBM) 0.4 $1.2M 4.0k 294.78
S&p Global (SPGI) 0.4 $1.1M 2.1k 527.28
Cadence Bank (CADE) 0.4 $1.1M 35k 31.98
Iridium Communications (IRDM) 0.4 $1.1M 37k 30.17
Canadian Pacific Kansas City (CP) 0.4 $1.1M 14k 79.27
TJX Companies (TJX) 0.4 $1.1M 8.8k 123.48
UnitedHealth (UNH) 0.4 $1.1M 3.5k 311.99
Verizon Communications (VZ) 0.3 $1.0M 24k 43.27
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.3 $1.0M 10k 102.91
Huntington Bancshares Incorporated (HBAN) 0.3 $1.0M 61k 16.76
Antero Res (AR) 0.3 $942k 23k 40.28
American Tower Reit (AMT) 0.3 $920k 4.2k 221.01
Snowflake Incorporated Class A Cl A (SNOW) 0.3 $913k 4.1k 223.77
Servicenow (NOW) 0.3 $891k 867.00 1028.08
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.3 $873k 15k 59.26
Progressive Corporation (PGR) 0.3 $869k 3.3k 266.90
Tenet Healthcare Corporation Com New (THC) 0.3 $868k 4.9k 176.00
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 0.3 $857k 16k 54.46
J.B. Hunt Transport Services (JBHT) 0.3 $849k 5.9k 143.61
Altria (MO) 0.3 $845k 14k 58.63
Allete Incorporated Com New (ALE) 0.3 $839k 13k 64.07
Novartis Sponsored Adr (NVS) 0.3 $833k 6.9k 121.02
Mastercard Incorporated Class A Cl A (MA) 0.3 $810k 1.4k 561.86
Home BancShares (HOMB) 0.3 $804k 28k 28.46
Blackstone Group Inc Com Cl A (BX) 0.3 $795k 5.3k 149.59
Crown Castle Intl (CCI) 0.3 $794k 7.7k 102.73
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.3 $791k 2.6k 303.93
Keysight Technologies (KEYS) 0.3 $785k 4.8k 163.86
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.3 $770k 8.5k 90.89
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.2 $751k 4.1k 182.82
Intercontinental Exchange (ICE) 0.2 $742k 4.0k 183.46
RPM International (RPM) 0.2 $732k 6.7k 109.84
Capital One Financial (COF) 0.2 $717k 3.4k 212.75
Abbott Laboratories (ABT) 0.2 $713k 5.2k 136.01
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.2 $710k 6.4k 110.09
Devon Energy Corporation (DVN) 0.2 $689k 22k 31.81
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.2 $688k 2.5k 276.93
Gabelli Dividend & Income Trust (GDV) 0.2 $660k 25k 26.01
Cheniere Energy Incorporated Com New (LNG) 0.2 $651k 2.7k 243.52
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $649k 3.0k 215.79
Spdr Health Care Select Sbi Healthcare (XLV) 0.2 $596k 4.4k 134.79
Bank Ozk (OZK) 0.2 $591k 13k 47.06
Norfolk Southern (NSC) 0.2 $590k 2.3k 256.01
Tesla Motors (TSLA) 0.2 $585k 1.8k 317.66
Virtus Allianzgi Diversified (ACV) 0.2 $563k 25k 22.89
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.2 $557k 2.8k 195.44
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG) 0.2 $546k 11k 49.76
Cigna Corp (CI) 0.2 $523k 1.6k 330.67
89bio (ETNB) 0.2 $518k 53k 9.82
Home Depot (HD) 0.2 $502k 1.4k 366.61
Deere & Company (DE) 0.2 $488k 959.00 508.66
Encompass Health Corp (EHC) 0.2 $480k 3.9k 122.62
Darden Restaurants (DRI) 0.2 $479k 2.2k 217.93
Mondelez International Incorporated Class A Cl A (MDLZ) 0.2 $477k 7.1k 67.44
Micron Technology (MU) 0.2 $469k 3.8k 123.25
Pfizer (PFE) 0.2 $465k 19k 24.24
Blackrock (BLK) 0.1 $454k 432.00 1050.03
Trane Technologies SHS (TT) 0.1 $441k 1.0k 437.41
Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC) 0.1 $435k 8.2k 53.28
Markel Corporation (MKL) 0.1 $423k 212.00 1997.36
Public Service Enterprise (PEG) 0.1 $421k 5.0k 84.18
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.1 $421k 8.7k 48.24
Analog Devices (ADI) 0.1 $410k 1.7k 238.02
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB) 0.1 $397k 1.2k 339.58
Ge Aerospace Com New (GE) 0.1 $397k 1.5k 257.36
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 0.1 $392k 3.6k 109.21
United Parcel Service Incorporated Class B CL B (UPS) 0.1 $387k 3.8k 100.93
Amgen (AMGN) 0.1 $385k 1.4k 279.23
Delta Air Lines Incorporated Del Com New (DAL) 0.1 $373k 7.6k 49.18
Fidelity National Information Services (FIS) 0.1 $363k 4.5k 81.41
Steris Plc Shs Usd Shs Usd (STE) 0.1 $363k 1.5k 240.24
Wells Fargo & Company (WFC) 0.1 $346k 4.3k 80.12
Shopify Incorporated Class A Sub Vtg Cl A (SHOP) 0.1 $346k 3.0k 115.35
Calamos (CCD) 0.1 $344k 17k 20.17
Linde SHS (LIN) 0.1 $323k 689.00 469.34
Diamondback Energy (FANG) 0.1 $319k 2.3k 137.38
Old Republic International Corporation (ORI) 0.1 $316k 8.2k 38.44
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL) 0.1 $314k 6.4k 49.24
Palantir Technologies Incorporated Class A Cl A (PLTR) 0.1 $309k 2.3k 136.32
Ge Vernova (GEV) 0.1 $306k 579.00 528.89
Nxp Semiconductors N V (NXPI) 0.1 $301k 1.4k 218.49
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR) 0.1 $300k 1.5k 195.04
Crocs (CROX) 0.1 $290k 2.9k 101.28
Abbvie (ABBV) 0.1 $287k 1.5k 185.66
Spdr Gold Shares Gold Shs (GLD) 0.1 $286k 937.00 304.83
O'reilly Automotive (ORLY) 0.1 $281k 3.1k 90.13
Spdr Materials Select Sector Fund Sbi Materials (XLB) 0.1 $280k 3.2k 87.81
Phillips 66 (PSX) 0.1 $277k 2.3k 119.30
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.1 $275k 6.5k 42.55
Regions Financial Corporation (RF) 0.1 $273k 12k 23.52
James Hardie Industries Sponsored Adr 0.1 $269k 10k 26.89
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $266k 468.00 568.03
Goldman Sachs (GS) 0.1 $265k 375.00 707.75
American Express Company (AXP) 0.1 $262k 820.00 318.89
Chipotle Mexican Grill (CMG) 0.1 $261k 4.7k 56.15
Illinois Tool Works (ITW) 0.1 $257k 1.0k 247.16
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB) 0.1 $255k 9.6k 26.53
Ishares U.s. Thematic Rotation Active Etf Ishares Us Thema (THRO) 0.1 $244k 6.9k 35.58
Spdr Blackstone/gso Senior Loan Etf Blackstone Senr (SRLN) 0.1 $244k 5.9k 41.59
Murphy Usa (MUSA) 0.1 $244k 599.00 406.80
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO) 0.1 $241k 21k 11.71
Mainstay Definedterm Mn Opp (MMD) 0.1 $239k 16k 14.79
Graniteshares 2x Long Nvda Daily Etf 2x Long Nvda Dai (NVDL) 0.1 $231k 3.3k 70.42
I3 Verticals Incorporated Com Class A Com Cl A (IIIV) 0.1 $231k 8.4k 27.48
Honeywell International (HON) 0.1 $231k 990.00 232.88
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC) 0.1 $227k 12k 18.96
Qualcomm (QCOM) 0.1 $220k 1.4k 159.26
Freeport-mcmoran Incorporated Class B CL B (FCX) 0.1 $218k 5.0k 43.35
First Trust Value Line Dividend Index Fund SHS (FVD) 0.1 $213k 4.8k 44.70
Ventas (VTR) 0.1 $210k 3.3k 63.16
Sofi Technologies (SOFI) 0.1 $209k 12k 18.21
Iqvia Holdings (IQV) 0.1 $209k 1.3k 157.59
Ishares Flexible Income Active Etf Ishares Flexible (BINC) 0.1 $206k 3.9k 52.83
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 0.1 $205k 3.2k 63.48
Bloom Energy Corporation Com Class A Com Cl A (BE) 0.1 $203k 8.5k 23.92
Entergy Corporation (ETR) 0.1 $201k 2.4k 83.11
Uniti Group Inc Com reit 0.0 $83k 19k 4.32
Standard Lithium Corp equities (SLI) 0.0 $24k 12k 1.96
Safety Shot Incorporated Com New (SHOT) 0.0 $3.3k 10k 0.33