Jeter Robert S II

Jeter Robert S II as of March 31, 2026

Portfolio Holdings for Jeter Robert S II

Jeter Robert S II holds 43 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.3 $21M 29k 740.98
Goldman Sachs Etf Tr Activebeta Int (GSIE) 8.1 $8.1M 177k 45.84
Mfs Active Exchange Traded F Internatinl Etf (MFSI) 7.9 $7.9M 247k 31.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.3 $6.3M 138k 45.75
J P Morgan Exchange Traded F Income Etf (JPIE) 5.9 $6.0M 130k 46.07
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB) 5.7 $5.7M 229k 25.04
Pimco Etf Tr Multisector Bd (PYLD) 5.4 $5.4M 205k 26.47
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $4.8M 65k 73.99
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $4.5M 33k 138.35
Apple (AAPL) 3.6 $3.6M 12k 293.32
NVIDIA Corporation (NVDA) 3.0 $3.0M 14k 215.19
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.8 $2.8M 56k 50.50
Goldman Sachs Etf Tr Ultra Short Bond (GSST) 2.8 $2.8M 56k 50.47
Blackrock Etf Trust Ii Ishares Flexible (BINC) 2.8 $2.8M 53k 52.36
Microsoft Corporation (MSFT) 2.0 $2.0M 4.9k 415.14
Amazon (AMZN) 1.2 $1.2M 4.4k 272.68
Broadcom (AVGO) 1.0 $1.0M 2.4k 430.02
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $849k 5.3k 160.46
Alphabet Cap Stk Cl C (GOOG) 0.8 $827k 2.1k 396.97
Alphabet Cap Stk Cl A (GOOGL) 0.7 $741k 1.8k 400.90
Meta Platforms Cl A (META) 0.7 $680k 1.1k 609.50
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $609k 6.5k 94.03
Tesla Motors (TSLA) 0.5 $536k 1.3k 428.35
Qualcomm (QCOM) 0.5 $520k 2.4k 219.09
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $475k 9.4k 50.43
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.5 $470k 9.3k 50.39
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $461k 8.8k 52.42
Micron Technology (MU) 0.4 $440k 589.00 746.81
Eli Lilly & Co. (LLY) 0.4 $406k 428.00 949.16
Cintas Corporation (CTAS) 0.4 $378k 2.3k 166.97
Ishares Core Msci Emkt (IEMG) 0.4 $362k 4.4k 83.01
Ishares Tr Core Msci Eafe (IEFA) 0.4 $359k 3.7k 97.30
Analog Devices (ADI) 0.4 $357k 858.00 416.52
Amgen (AMGN) 0.3 $330k 994.00 331.70
Advanced Micro Devices (AMD) 0.3 $276k 607.00 455.19
Mastercard Incorporated Cl A (MA) 0.3 $276k 556.00 495.48
Crowdstrike Hldgs Cl A (CRWD) 0.3 $268k 508.00 527.77
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $261k 8.6k 30.38
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $258k 350.00 737.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $228k 336.00 678.05
Palantir Technologies Cl A (PLTR) 0.2 $216k 1.6k 137.80
WESCO International (WCC) 0.2 $215k 604.00 355.31
Applovin Corp Com Cl A (APP) 0.2 $200k 427.00 468.55