Gilliland Jeter Wealth Management »

Reaves Utility Income Fund shares owned by Gilliland Jeter Wealth Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Gilliland Jeter Wealth Management from 13F filings

Historical chart of Gilliland Jeter Wealth Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Gilliland Jeter Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Reaves Utility Income Fund by Gilliland Jeter Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 2.5k 32.81
2024-06-30 $68k 2.5k 27.32
2024-03-31 $67k 2.5k 26.96

More positions owned by Gilliland Jeter Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
At&t (T)
Meta Platforms Incorporated Class A Cl A (META)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Vanguard Growth Etf Growth Etf (VUG)
salesforce (CRM)
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)
Motorola Solutions Incorporated Com New (MSI)

View all positions for Gilliland Jeter Wealth Management

Top funds holding Reaves Utility Income Fund

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
Captrust Financial Advisors
J.w. Cole Advisors
Raymond James Financial
Oak Family Advisors
Guggenheim Capital, LLC Managers
Stifel Financial
Sterling Investment Advisors

View all funds holding Reaves Utility Income Fund