Top 50 Gilliland Jeter Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 8.39% | 111.5K | $28.3M | -0.65%(-729) | $181.87(+64.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.73% | 149.6K | $26.1M | +0.25%(+380) | $51.62(+337.50%) | 2026-03-31 | |
| WMT | WALMART INCORPORATED | 4.23% | 114.9K | $14.3M | -0.92%(-1.07K) | $52.98(+148.13%) | 2026-03-31 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 3.23% | 25.6K | $10.9M | +0.05%(+12) | $290.82(-57.26%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2.91% | 45.7K | $9.8M | +0.23%(+106) | $164.61(+38.92%) | 2026-03-31 | |
| AMZN | AMAZON COM INCORPORATED | 2.71% | 44.0K | $9.2M | -0.19%(-84) | $139.57(+93.55%) | 2026-03-31 | |
| CAT | CATERPILLAR INCORPORATED | 2.55% | 12.1K | $8.6M | -0.39%(-48) | $284.66(+216.98%) | 2026-03-31 | |
| T | AT&T INCORPORATED | 2.44% | 284.2K | $8.2M | -1.53%(-4.42K) | $16.42(+50.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 2.14% | 19.5K | $7.2M | -1.03%(-203) | $345.90(+17.15%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.03% | 23.3K | $6.9M | -1.01%(-237) | $159.80(+87.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.30% | +65.57% |
| Top 20 Holdings Unweighted | +14.05% | +48.35% |
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