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Gilliland Jeter Wealth Management LLC

Portfolio Manager
Gilliland Jeter Wealth Management LLC
Performance
-3.68% (2026 Q1)
AUM (13F)
$337.58M
# of Holdings
184
Performance Rank
Allocation (Top 20)
52.27%

Gilliland Jeter Wealth Management LLC Holdings Map

Top 50 Gilliland Jeter Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INCORPORATED
8.39%111.5K$28.3M
-0.65%(-729)
2025-Q1: 120.8K shares2025-Q2: 117.2K shares2025-Q3: 113.5K shares2025-Q4: 112.3K shares2026-Q1: 111.5K shares
$181.87(+64.33%)
2026-03-31
NVDA
NVIDIA CORPORATION
7.73%149.6K$26.1M
+0.25%(+380)
2025-Q1: 157.1K shares2025-Q2: 155.2K shares2025-Q3: 149.1K shares2025-Q4: 149.2K shares2026-Q1: 149.6K shares
$51.62(+337.50%)
2026-03-31
WMT
WALMART INCORPORATED
4.23%114.9K$14.3M
-0.92%(-1.07K)
2025-Q1: 121.6K shares2025-Q2: 121.1K shares2025-Q3: 118.4K shares2025-Q4: 116.0K shares2026-Q1: 114.9K shares
$52.98(+148.13%)
2026-03-31
IWF
ISHARES TR RUS 1000 GRW ETF
3.23%25.6K$10.9M
+0.05%(+12)
2025-Q1: 26.3K shares2025-Q2: 26.4K shares2025-Q3: 25.4K shares2025-Q4: 25.6K shares2026-Q1: 25.6K shares
$290.82(-57.26%)
2026-03-31
VIG
VANGUARD DIVIDEND APPRECIATION ETF
2.91%45.7K$9.8M
+0.23%(+106)
2025-Q1: 45.6K shares2025-Q2: 45.6K shares2025-Q3: 45.6K shares2025-Q4: 45.6K shares2026-Q1: 45.7K shares
$164.61(+38.92%)
2026-03-31
AMZN
AMAZON COM INCORPORATED
2.71%44.0K$9.2M
-0.19%(-84)
2025-Q1: 45.8K shares2025-Q2: 45.1K shares2025-Q3: 45.1K shares2025-Q4: 44.0K shares2026-Q1: 44.0K shares
$139.57(+93.55%)
2026-03-31
CAT
CATERPILLAR INCORPORATED
2.55%12.1K$8.6M
-0.39%(-48)
2025-Q1: 12.8K shares2025-Q2: 12.8K shares2025-Q3: 12.2K shares2025-Q4: 12.2K shares2026-Q1: 12.1K shares
$284.66(+216.98%)
2026-03-31
T
AT&T INCORPORATED
2.44%284.2K$8.2M
-1.53%(-4.42K)
2025-Q1: 289.7K shares2025-Q2: 287.9K shares2025-Q3: 284.8K shares2025-Q4: 288.7K shares2026-Q1: 284.2K shares
$16.42(+50.71%)
2026-03-31
MSFT
MICROSOFT CORPORATION
2.14%19.5K$7.2M
-1.03%(-203)
2025-Q1: 21.3K shares2025-Q2: 20.8K shares2025-Q3: 19.9K shares2025-Q4: 19.7K shares2026-Q1: 19.5K shares
$345.90(+17.15%)
2026-03-31
JPM
JPMORGAN CHASE & COMPANY
2.03%23.3K$6.9M
-1.01%(-237)
2025-Q1: 24.8K shares2025-Q2: 24.6K shares2025-Q3: 23.8K shares2025-Q4: 23.6K shares2026-Q1: 23.3K shares
$159.80(+87.89%)
2026-03-31

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