Gilliland Jeter Wealth Management LLC
CIK: 0002009886SEC EDGAR →
Portfolio Value
$330.8M
Holdings
174
As of
Q4 2025
New Positions
174
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INCORPORATED | 112,262 | $30.5M | 9.22% |
| 2 | NVIDIA CORPORATION | 149,179 | $27.8M | 8.41% |
| 3 | WALMART INCORPORATED | 116,001 | $12.9M | 3.91% |
| 4 | ISHARES TR RUS 1000 GRW ETF | 25,558 | $12.1M | 3.66% |
| 5 | AMAZON COM INCORPORATED | 44,050 | $10.2M | 3.07% |
| 6 | VANGUARD DIVIDEND APPRECIATION ETF | 45,581 | $10.0M | 3.03% |
| 7 | MICROSOFT CORPORATION | 19,721 | $9.5M | 2.88% |
| 8 | META PLATFORMS INCORPORATED CLASS A | 11,735 | $7.7M | 2.34% |
| 9 | JPMORGAN CHASE & COMPANY. | 23,568 | $7.6M | 2.30% |
| 10 | AT&T INCORPORATED | 288,665 | $7.2M | 2.17% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (174)
$30.5M · 112K shares
$27.8M · 149K shares
$12.9M · 116K shares
$12.1M · 26K shares
$10.2M · 44K shares
$10.0M · 46K shares
$9.5M · 20K shares
$7.7M · 12K shares
$7.6M · 24K shares
$7.2M · 289K shares
$7.0M · 12K shares
$5.6M · 11K shares
$4.8M · 24K shares
$4.6M · 15K shares
$4.2M · 25K shares
$4.2M · 6K shares
$3.9M · 20K shares
$3.9M · 26K shares
$3.9M · 11K shares
$3.7M · 7K shares
$3.7M · 33K shares
$3.7M · 14K shares
$3.6M · 10K shares
$3.6M · 38K shares
$3.6M · 22K shares
$3.6M · 65K shares
$3.6M · 11K shares
$2.9M · 14K shares
$2.9M · 15K shares
$2.9M · 22K shares
$2.9M · 24K shares
$2.8M · 5K shares
$2.6M · 13K shares
$2.5M · 24K shares
$2.5M · 21K shares
$2.2M · 37K shares
$2.2M · 6K shares
$2.2M · 4K shares
$2.1M · 23K shares
$2.1M · 5K shares
$2.0M · 13K shares
$2.0M · 10K shares
$2.0M · 56K shares
$1.9M · 6K shares
$1.9M · 3K shares
$1.8M · 15K shares
$1.7M · 12K shares
$1.7M · 2K shares
$1.7M · 28K shares
$1.5M · 78K shares
$1.5M · 34K shares
$1.4M · 6K shares
$1.4M · 9K shares
$1.3M · 11K shares
$1.3M · 36K shares
$1.2M · 4K shares
$1.2M · 37K shares
$1.2M · 9K shares
$1.1M · 6K shares
$1.1M · 8K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.1M · 6K shares
$1.1M · 6K shares
$1.1M · 1K shares
$1.1M · 7K shares
$1.0M · 60K shares
$1.0M · 50K shares
$1.0M · 10K shares
$1.0M · 14K shares
$1.0M · 25K shares
$980K · 5K shares
$931K · 7K shares
$930K · 15K shares
$886K · 4K shares
$859K · 3K shares
$853K · 2K shares
$821K · 14K shares
$819K · 3K shares
$813K · 1K shares
$809K · 5K shares
$802K · 9K shares
$776K · 8K shares
$771K · 22K shares
$755K · 9K shares
$751K · 2K shares
$739K · 3K shares
$737K · 3K shares
$730K · 4K shares
$720K · 26K shares
$711K · 4K shares
$700K · 1K shares
$699K · 7K shares
$693K · 5K shares
$684K · 4K shares
$677K · 12K shares
$668K · 2K shares
$660K · 5K shares
$659K · 25K shares
$631K · 5K shares
$621K · 4K shares
$600K · 9K shares
$580K · 13K shares
$560K · 22K shares
$540K · 3K shares
$534K · 9K shares
$506K · 15K shares
$505K · 18K shares
$490K · 3K shares
$489K · 7K shares
$487K · 1K shares
$483K · 9K shares
$474K · 2K shares
$470K · 2K shares
$470K · 12K shares
$467K · 437 shares
$466K · 1K shares
$455K · 212 shares
$449K · 12K shares
$445K · 4K shares
$443K · 4K shares
$438K · 986 shares
$437K · 4K shares
$436K · 2K shares
$429K · 1K shares
$402K · 4K shares
$401K · 2K shares
$401K · 5K shares
$389K · 596 shares
$379K · 1K shares
$375K · 8K shares
$371K · 7K shares
$371K · 937 shares
$369K · 950 shares
$366K · 1K shares
$359K · 17K shares
$349K · 398 shares
$348K · 2K shares
$338K · 6K shares
$330K · 6K shares
$325K · 2K shares
$323K · 2K shares
$314K · 12K shares
$311K · 4K shares
$301K · 12K shares
$299K · 2K shares
$295K · 693 shares
$289K · 6K shares
$288K · 6K shares
$287K · 1K shares
$286K · 3K shares
$281K · 449 shares
$270K · 4K shares
$258K · 4K shares
$257K · 3K shares
$257K · 1K shares
$255K · 5K shares
$255K · 3K shares
$241K · 599 shares
$238K · 1K shares
$234K · 21K shares
$234K · 633 shares
$229K · 8K shares
$227K · 8K shares
$227K · 12K shares
$225K · 5K shares
$214K · 5K shares
$211K · 8K shares
$209K · 5K shares
$206K · 4K shares
$204K · 3K shares
$200K · 7K shares
$174K · 12K shares
$55K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 71 | $102.0M | 30.9% |
| Technology | 21 | $94.4M | 28.5% |
| Communication Services | 5 | $23.4M | 7.1% |
| Energy | 13 | $20.2M | 6.1% |
| Industrials | 14 | $18.6M | 5.6% |
| Healthcare | 13 | $17.4M | 5.2% |
| Consumer Defensive | 5 | $16.4M | 4.9% |
| Unknown | 13 | $16.1M | 4.9% |
| Consumer Cyclical | 7 | $13.5M | 4.1% |
| Utilities | 5 | $5.6M | 1.7% |
| Basic Materials | 5 | $2.3M | 0.7% |
| Real Estate | 2 | $955K | 0.3% |