Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Gilliland Jeter Wealth Management

Gilliland Jeter Wealth Management holds 172 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $29M 114k 254.63
NVIDIA Corporation (NVDA) 8.6 $28M 149k 186.58
Wal-Mart Stores (WMT) 3.8 $12M 118k 103.06
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 3.7 $12M 25k 468.40
Microsoft Corporation (MSFT) 3.2 $10M 20k 517.95
Amazon (AMZN) 3.1 $9.9M 45k 219.57
Vanguard Dividend Appreciation Etf Div App Etf (VIG) 3.0 $9.8M 46k 215.79
Meta Platforms Incorporated Class A Cl A (META) 2.5 $8.2M 11k 734.41
At&t (T) 2.5 $8.0M 285k 28.24
JPMorgan Chase & Co. (JPM) 2.3 $7.5M 24k 315.44
Caterpillar (CAT) 1.8 $5.8M 12k 477.16
Oracle Corporation (ORCL) 1.8 $5.7M 20k 281.24
Vanguard Growth Etf Growth Etf (VUG) 1.7 $5.5M 11k 479.63
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW) 1.4 $4.5M 23k 195.86
Marathon Petroleum Corp (MPC) 1.3 $4.3M 22k 192.74
Chevron Corporation (CVX) 1.2 $3.9M 25k 155.29
AFLAC Incorporated (AFL) 1.2 $3.8M 34k 111.70
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 1.2 $3.8M 7.6k 502.74
Boston Scientific Corporation (BSX) 1.2 $3.8M 39k 97.63
Visa Incorporated Com Class A Com Cl A (V) 1.2 $3.8M 11k 341.37
Broadcom (AVGO) 1.1 $3.7M 11k 329.91
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV) 1.1 $3.6M 5.4k 669.27
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG) 1.1 $3.6M 15k 243.55
Lam Research Corporation Com New (LRCX) 1.1 $3.5M 27k 133.90
Bank of America Corporation (BAC) 1.0 $3.4M 65k 51.59
salesforce (CRM) 1.0 $3.3M 14k 236.99
DTE Energy Company (DTE) 1.0 $3.2M 22k 141.43
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.9 $2.9M 12k 243.09
Vanguard Value Etf Value Etf (VTV) 0.9 $2.9M 15k 186.49
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.9 $2.8M 14k 203.59
Johnson Controls International SHS (JCI) 0.8 $2.7M 25k 109.95
Motorola Solutions Incorporated Com New (MSI) 0.8 $2.7M 5.8k 457.31
Williams Companies (WMB) 0.7 $2.4M 38k 63.35
Johnson & Johnson (JNJ) 0.7 $2.4M 13k 185.42
Exxon Mobil Corporation (XOM) 0.7 $2.4M 21k 112.75
Intuitive Surgical Incorporated Com New (ISRG) 0.7 $2.3M 5.1k 447.23
ConocoPhillips (COP) 0.7 $2.3M 24k 94.59
Philip Morris International (PM) 0.6 $2.1M 13k 162.20
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK) 0.6 $2.0M 5.1k 402.45
Merck & Co (MRK) 0.6 $2.0M 24k 83.93
Spdr Technology Select Sector Fund Technology (XLK) 0.6 $2.0M 7.1k 281.86
Allstate Corporation (ALL) 0.6 $2.0M 9.2k 214.64
BP Sponsored Adr (BP) 0.6 $2.0M 57k 34.46
Spdr S&p 500 Etf Tr Unit (SPY) 0.6 $1.8M 2.7k 666.30
Chubb (CB) 0.6 $1.8M 6.4k 282.23
American Electric Power Company (AEP) 0.5 $1.7M 15k 112.50
Principal Spectrum Preferred Securities Active Etf Spectrum Pfd (PREF) 0.5 $1.5M 79k 19.14
Union Pacific Corporation (UNP) 0.4 $1.4M 6.0k 236.39
Alerian Energy Infrastructure Etf Alerian Energy (ENFR) 0.4 $1.4M 44k 32.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 2.3k 600.34
Spdr Industrial Select Sector Fund Indl (XLI) 0.4 $1.4M 9.0k 154.23
Hancock John Finl Opptys Fd Sh Ben Int Sh Ben Int New (BTO) 0.4 $1.3M 37k 35.98
Palo Alto Networks (PANW) 0.4 $1.3M 6.5k 203.62
Cadence Bank (CADE) 0.4 $1.3M 34k 37.54
Dt Midstream Incorporated Common Stock (DTM) 0.4 $1.3M 11k 113.06
Procter & Gamble Company (PG) 0.4 $1.2M 8.1k 153.64
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF) 0.4 $1.2M 20k 59.20
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.6k 762.79
Costco Wholesale Corporation (COST) 0.4 $1.1M 1.2k 925.63
International Business Machines (IBM) 0.3 $1.1M 4.0k 282.19
Waste Connections (WCN) 0.3 $1.1M 6.3k 175.80
Verizon Communications (VZ) 0.3 $1.1M 24k 43.95
Huntington Bancshares Incorporated (HBAN) 0.3 $1.1M 61k 17.27
Ishares Tr 0-5 Yr Tips Etf 0-5 Yr Tips Etf (STIP) 0.3 $1.1M 10k 103.36
Canadian Pacific Kansas City (CP) 0.3 $1.0M 14k 74.49
TJX Companies (TJX) 0.3 $1.0M 7.0k 144.53
Tenet Healthcare Corporation Com New (THC) 0.3 $1.0M 4.9k 203.04
Altria (MO) 0.3 $940k 14k 66.06
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW) 0.3 $922k 7.6k 120.72
Snowflake Incorporated Cl A (SNOW) 0.3 $921k 4.1k 225.55
First Trust Dorsey Wright Focus 5 Etf Dorsey Wrt 5 Etf (FV) 0.3 $914k 15k 61.92
Blackstone Group Inc Com Cl A (BX) 0.3 $902k 5.3k 170.86
89bio (ETNB) 0.3 $889k 61k 14.70
Allete Incorporated Com New (ALE) 0.3 $870k 13k 66.40
Novartis Sponsored Adr (NVS) 0.3 $866k 6.8k 128.24
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL) 0.3 $852k 4.4k 194.49
Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.3 $841k 2.6k 328.17
Tesla Motors (TSLA) 0.3 $826k 1.9k 444.72
Crown Castle Intl (CCI) 0.3 $826k 8.6k 96.49
Mastercard Incorporated Class A Cl A (MA) 0.3 $820k 1.4k 568.81
American Tower Reit (AMT) 0.2 $801k 4.2k 192.33
Progressive Corporation (PGR) 0.2 $800k 3.2k 246.97
Servicenow (NOW) 0.2 $798k 867.00 920.28
J.B. Hunt Transport Services (JBHT) 0.2 $793k 5.9k 134.18
First Trust Capital Strength Etf Cap Strength Etf (FTCS) 0.2 $792k 8.5k 93.64
RPM International (RPM) 0.2 $789k 6.7k 117.87
Antero Res (AR) 0.2 $751k 22k 33.56
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK) 0.2 $740k 2.5k 297.60
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.2 $737k 3.6k 206.50
S&p Global (SPGI) 0.2 $730k 1.5k 486.76
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.2 $728k 3.0k 241.96
Bloom Energy Corporation Com Class A Com Cl A (BE) 0.2 $719k 8.5k 84.57
Capital One Financial (COF) 0.2 $717k 3.4k 212.60
Abbott Laboratories (ABT) 0.2 $703k 5.2k 133.95
Gabelli Dividend & Income Trust (GDV) 0.2 $696k 26k 27.13
Norfolk Southern (NSC) 0.2 $694k 2.3k 300.36
Intercontinental Exchange (ICE) 0.2 $687k 4.1k 168.48
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.2 $652k 4.9k 134.42
Micron Technology (MU) 0.2 $644k 3.8k 167.32
Bank Ozk (OZK) 0.2 $642k 13k 50.98
Cheniere Energy Incorporated Com New (LNG) 0.2 $634k 2.7k 235.01
Spdr Health Care Select Sbi Healthcare (XLV) 0.2 $616k 4.4k 139.16
Ishares Tr Mrgstr Sm Cp Gr MRGSTR SM CP GR (ISCG) 0.2 $597k 11k 54.31
Iridium Communications (IRDM) 0.2 $592k 34k 17.46
Virtus Allianzgi Diversified (ACV) 0.2 $588k 24k 24.10
Pfizer (PFE) 0.2 $576k 23k 25.48
Home Depot (HD) 0.2 $561k 1.4k 405.13
Principal Exchange-traded Fds Prin U S Small-cap Prin U S Small (PSC) 0.2 $527k 9.2k 56.97
Home BancShares (HOMB) 0.2 $515k 18k 28.30
Blackrock (BLK) 0.2 $505k 433.00 1167.18
Encompass Health Corp (EHC) 0.2 $498k 3.9k 127.00
Devon Energy Corporation (DVN) 0.1 $477k 14k 35.06
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.1 $466k 8.7k 53.40
Ge Aerospace Com New (GE) 0.1 $462k 1.5k 300.77
Cigna Corp (CI) 0.1 $456k 1.6k 288.25
Shopify Incorporated Class A Sub Vtg Cl A Sub Vtg Shs (SHOP) 0.1 $445k 3.0k 148.61
Deere & Company (DE) 0.1 $444k 970.00 457.29
Delta Air Lines Incorporated Del Com New (DAL) 0.1 $438k 7.7k 56.75
Vanguard Russell 1000 Growth Etf Vng Rus1000grw (VONG) 0.1 $433k 3.6k 120.48
Mondelez International Incorporated Class A Cl A (MDLZ) 0.1 $432k 6.9k 62.47
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB) 0.1 $426k 1.2k 365.50
Trane Technologies SHS (TT) 0.1 $425k 1.0k 421.96
Analog Devices (ADI) 0.1 $424k 1.7k 245.70
Hubbell (HUBB) 0.1 $423k 983.00 430.31
Darden Restaurants (DRI) 0.1 $419k 2.2k 190.40
Public Service Enterprise (PEG) 0.1 $417k 5.0k 83.46
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV) 0.1 $410k 6.0k 67.83
Markel Corporation (MKL) 0.1 $405k 212.00 1911.36
Steris Plc Shs Usd Shs Usd (STE) 0.1 $374k 1.5k 247.48
Ge Vernova (GEV) 0.1 $366k 596.00 614.72
Calamos (CCD) 0.1 $363k 17k 21.04
Wells Fargo & Company (WFC) 0.1 $362k 4.3k 83.82
Amgen (AMGN) 0.1 $356k 1.3k 282.17
Abbvie (ABBV) 0.1 $353k 1.5k 231.59
Ishares U.s. Thematic Rotation Active Etf Ishares Us Thema (THRO) 0.1 $353k 9.3k 37.86
Old Republic International Corporation (ORI) 0.1 $349k 8.2k 42.47
Ishares Tr 10-20 Yr Trs Etf 10-20 Yr Trs Etf (TLH) 0.1 $344k 3.3k 102.99
O'reilly Automotive (ORLY) 0.1 $337k 3.1k 107.81
Diamondback Energy (FANG) 0.1 $335k 2.3k 143.07
Spdr Gold Shares Gold Shs (GLD) 0.1 $333k 937.00 355.47
Invesco Russell 1000 Equal Weight Etf Rusel 1000 Eql (EQAL) 0.1 $333k 6.4k 52.00
Linde SHS (LIN) 0.1 $327k 689.00 475.16
Vanguard Small-cap Value Etf Sm Cp Val Etf (VBR) 0.1 $321k 1.5k 208.74
Phillips 66 (PSX) 0.1 $314k 2.3k 136.02
Goldman Sachs (GS) 0.1 $309k 388.00 796.35
Regions Financial Corporation (RF) 0.1 $306k 12k 26.37
Sofi Technologies (SOFI) 0.1 $304k 12k 26.42
Nxp Semiconductors N V (NXPI) 0.1 $302k 1.3k 227.73
Fidelity National Information Services (FIS) 0.1 $295k 4.5k 65.94
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO) 0.1 $288k 6.5k 44.57
Spdr Materials Select Sector Fund Sbi Materials (XLB) 0.1 $286k 3.2k 89.62
I3 Verticals Incorporated Com Class A Com Cl A (IIIV) 0.1 $273k 8.4k 32.46
Illinois Tool Works (ITW) 0.1 $271k 1.0k 260.77
Ishares Flexible Income Active Etf Ishares Flexible (BINC) 0.1 $262k 4.9k 53.24
Spdr Blackstone/gso Senior Loan Etf Blackstone Senr (SRLN) 0.1 $259k 6.2k 41.58
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $256k 418.00 612.38
Calamos Global Total Return Fd Com Sh Ben Int Com Sh Ben Int (CGO) 0.1 $248k 21k 12.04
Mainstay Definedterm Mn Opp (MMD) 0.1 $245k 16k 15.13
Invesco Taxable Municipal Bond Etf Taxable Mun Bd (BAB) 0.1 $243k 8.9k 27.29
Ventas (VTR) 0.1 $233k 3.3k 70.00
Murphy Usa (MUSA) 0.1 $233k 599.00 388.26
Qualcomm (QCOM) 0.1 $231k 1.4k 166.31
Simmons 1st Natl Corporation Class A $1 Par Cl A $1 Par (SFNC) 0.1 $230k 12k 19.17
Entergy Corporation (ETR) 0.1 $226k 2.4k 93.18
First Trust Value Line Dividend Index Fund SHS (FVD) 0.1 $221k 4.8k 46.24
Ishares Gold Tr Ishares Ishares New (IAU) 0.1 $219k 3.0k 72.77
Omega Healthcare Investors (OHI) 0.1 $214k 5.1k 42.22
Honeywell International (HON) 0.1 $208k 990.00 210.50
American Express Company (AXP) 0.1 $201k 604.00 332.03
Calamos Conv & High Income Com Shs (CHY) 0.0 $118k 11k 11.22
Standard Lithium Corp equities (SLI) 0.0 $42k 12k 3.37
Safety Shot Incorporated Com New (SHOT) 0.0 $2.7k 10k 0.27