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Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2025)

About Gilliland Jeter Wealth Management LLC

Investment Activity

  • Gilliland Jeter Wealth Management LLC has $296.28 million in total holdings as of December 31, 2024.
  • Gilliland Jeter Wealth Management LLC owns shares of 173 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
  • Approximately 1.31% of the portfolio was purchased this quarter.
  • About 8.25% of the portfolio was sold this quarter.
  • This quarter, Gilliland Jeter Wealth Management LLC has purchased 665 new stocks and bought additional shares in 74 stocks.
  • Gilliland Jeter Wealth Management LLC sold shares of 65 stocks and completely divested from 492 stocks this quarter.

Largest Holdings

Apple
$31,379,840
NVIDIA
$20,408,217
Walmart
$11,162,453
Amazon.com
$10,157,099

Largest Purchases this Quarter

Palo Alto Networks
3,549 shares (about $645.78K)
NVIDIA
4,469 shares (about $600.14K)
iShares Core S&P 500 ETF
712 shares (about $419.10K)
Halliburton
7,145 shares (about $194.27K)

Largest Sales this Quarter

Home Bancshares, Inc. (Conway, AR)
18,800 shares (about $532.04K)
Apple
1,704 shares (about $426.72K)
Meta Platforms
355 shares (about $207.86K)
Canadian Pacific Kansas City
2,699 shares (about $195.32K)
Merck & Co., Inc.
1,632 shares (about $162.35K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGilliland Jeter Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$31,379,840$426,715 -1.3%125,30910.6%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,408,217$600,143 3.0%151,9716.9%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$11,162,453$24,937 -0.2%123,5473.8%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,405,616$1,606 0.0%25,9123.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,157,099$62,087 -0.6%46,2973.4%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$9,731,602$13,067 -0.1%23,0883.3%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$9,103,857$132,380 1.5%46,4893.1%ETF
AT&T Inc. stock logo
T
AT&T
$6,390,075$8,311 -0.1%280,6362.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$6,282,571$207,858 -3.2%10,7302.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,070,510$15,102 0.2%25,3242.0%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,771,882$2,177 0.0%13,1541.6%Industrial Products
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,645,678$59,513 1.3%11,3191.6%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$4,166,889$114,010 -2.7%12,4631.4%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,842,200$42,432 -1.1%24,0861.3%Manufacturing
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$3,694,275$21,726 -0.6%7,9921.2%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$3,677,550$100,955 -2.7%25,3901.2%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$3,654,954$48,372 -1.3%19,1921.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$3,645,768$1,166 0.0%21,8781.2%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$3,624,248$82,264 -2.2%40,5761.2%Medical
Aflac Incorporated stock logo
AFL
Aflac
$3,596,917$2,483 -0.1%34,7731.2%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$3,586,436$33,480 0.9%25,7091.2%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,583,632$25,384 -0.7%7,9061.2%Finance
Visa Inc. stock logo
V
Visa
$3,575,902$2,528 0.1%11,3151.2%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$3,204,446$19,011 0.6%13,8221.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,977,595$162,349 -5.2%29,9321.0%Medical
Bank of America Co. stock logo
BAC
Bank of America
$2,886,662$2,461 -0.1%65,6811.0%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,753,579$419,100 18.0%4,6780.9%ETF
DTE Energy stock logo
DTE
DTE Energy
$2,707,8190.0%22,4250.9%Utilities
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,639,456$4,410 -0.2%24,5370.9%Oils/Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,620,239$9,917 -0.4%5,0200.9%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,607,5320.0%15,4020.9%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$2,383,536$163,034 7.3%24,0350.8%Oils/Energy
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,382,754$14,995 -0.6%12,8710.8%ETF
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$2,358,590$18,538 -0.8%12,7230.8%Medical
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$2,309,396$49,804 -2.1%29,2590.8%Construction
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,242,624$946 0.0%11,8470.8%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,184,946$38,448 -1.7%4,3190.7%Medical
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$2,157,922$7,090 -0.3%39,8730.7%Oils/Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,846,884$39,046 -2.1%12,7710.6%Medical
Chubb Limited stock logo
CB
Chubb
$1,833,277$28,736 -1.5%6,6350.6%Finance
BP p.l.c. stock logo
BP
BP
$1,780,293$59,180 -3.2%60,2260.6%Oils/Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,764,164$16,997 1.0%3,0100.6%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,742,273$2,404 0.1%5,0730.6%ETF
The Allstate Co. stock logo
ALL
Allstate
$1,628,502$23,328 -1.4%8,4470.5%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,625,5880.0%6,9910.5%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,580,094$456 0.0%6,9290.5%Transportation
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,578,114$150,434 -8.7%13,1130.5%Consumer Staples
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$1,472,646$36,476 -2.4%79,1320.5%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,415,5460.0%15,3480.5%Utilities
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,382,244$22,800 1.7%8,2450.5%Consumer Staples
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,291,552$645,776 100.0%7,0980.4%Computer and Technology
John Hancock Financial Opportunities Fund stock logo
BTO
John Hancock Financial Opportunities Fund
$1,223,314$10,493 -0.9%34,2760.4%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,215,309$527 0.0%9,2240.4%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$1,208,382$15,939 -1.3%2,4260.4%Business Services
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$1,181,4560.0%9,9180.4%Manufacturing
Waste Connections, Inc. stock logo
WCN
Waste Connections
$1,120,4170.0%6,5300.4%Business Services
DT Midstream, Inc. stock logo
DTM
DT Midstream
$1,114,8090.0%11,2120.4%Oils/Energy
Cadence Bank stock logo
CADE
Cadence Bank
$1,110,975$8,681 -0.8%32,2490.4%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,094,943$2,749 0.3%1,1950.4%Retail/Wholesale
Blackstone Inc. stock logo
BX
Blackstone
$1,070,794$862 -0.1%6,2100.4%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,059,567$1,933 0.2%8,7710.4%Retail/Wholesale
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$1,029,403$171 0.0%6,0320.3%Transportation
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$1,022,249$74,854 -6.8%6,3640.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,008,545$98,145 10.8%1,9730.3%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,006,874$195,325 -16.2%13,9130.3%Transportation
Iridium Communications Inc. stock logo
IRDM
Iridium Communications
$996,0240.0%34,3220.3%Computer and Technology
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$970,020$34,086 -3.4%59,6200.3%Finance
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$968,964$161,762 -14.3%9,6320.3%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$968,416$480 0.0%24,2160.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$944,928$77,972 -7.6%1,2240.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$887,320$2,120 0.2%8370.3%Computer and Technology
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$876,494$263 0.0%9,9810.3%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$872,820$660 0.1%3,9700.3%Computer and Technology
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$867,813$591 0.1%14,6940.3%Manufacturing
ALLETE, Inc. stock logo
ALE
ALLETE
$848,6210.0%13,0960.3%Utilities
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$823,966$197 0.0%4,1930.3%Medical
RPM International Inc. stock logo
RPM
RPM International
$817,574$3,199 0.4%6,6440.3%Construction
The Progressive Co. stock logo
PGR
Progressive
$790,587$4,793 -0.6%3,2990.3%Finance
Antero Resources Co. stock logo
AR
Antero Resources
$779,6870.0%22,2450.3%Oils/Energy
American Tower Co. stock logo
AMT
American Tower
$772,240$550 0.1%4,2100.3%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$768,4780.0%1,4590.3%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$766,837$3,188 -0.4%2,6460.3%ETF
Devon Energy Co. stock logo
DVN
Devon Energy
$765,772$147,479 -16.1%23,3970.3%Oils/Energy
Home Bancshares, Inc. (Conway, AR) stock logo
HOMB
Home Bancshares, Inc. (Conway, AR)
$764,440$532,040 -41.0%27,0120.3%Finance
Halliburton stock logo
HAL
Halliburton
$762,331$194,274 34.2%28,0370.3%Oils/Energy
Altria Group, Inc. stock logo
MO
Altria Group
$757,252$1,987 0.3%14,4820.3%Consumer Staples
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$738,573$44,253 6.4%2,6370.2%ETF
SFNC
Simmons First National
$709,839$754 0.1%32,0040.2%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$666,1940.0%3,0150.2%Finance
Novartis AG stock logo
NVS
Novartis
$644,095$50,699 8.5%6,6190.2%Medical
Tenet Healthcare Co. stock logo
THC
Tenet Healthcare
$622,5660.0%4,9320.2%Medical
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$616,526$11,475 -1.8%4,1370.2%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$612,149$42,077 7.4%5,4120.2%Medical
Snowflake Inc. stock logo
SNOW
Snowflake
$604,824$24,397 4.2%3,9170.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$601,788$24,077 4.2%4,3740.2%ETF
The Gabelli Dividend & Income Trust stock logo
GDV
The Gabelli Dividend & Income Trust
$598,519$5,675 1.0%24,7830.2%Financial Services
Crown Castle Inc. stock logo
CCI
Crown Castle
$575,607$37,484 -6.1%6,3420.2%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$573,266$137,840 31.7%3,2190.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$572,832$127,217 28.5%5,6420.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$568,2790.0%2,3470.2%Finance

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