StockDriftsStockDriftsTop 50 Gilliland Jeter Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 8.26% | 109.0K | $31.5M | -2.27%(-2.53K) | $181.87(+68.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.86% | 150.0K | $30.0M | +0.32%(+477) | $52.03(+323.68%) | 2026-06-30 | |
| WMT | WALMART INC | 3.41% | 115.0K | $13.0M | +0.02%(+25) | $53.00(+113.48%) | 2026-06-30 | |
| CAT | CATERPILLAR INCORPORATED | 3.39% | 12.2K | $12.9M | +0.02%(+3) | $284.80(+200.49%) | 2026-06-30 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 3.34% | 102.8K | $12.8M | +0.51%(+524) | $81.69(+53.37%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 2.84% | 45.8K | $10.8M | +0.25%(+115) | $164.76(+49.68%) | 2026-06-30 | |
| AMZN | AMAZON COM INCORPORATED | 2.7% | 43.2K | $10.3M | -1.77%(-777) | $139.57(+97.00%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORPORATION COM NEW | 2.57% | 22.6K | $9.8M | +0.03%(+7) | $70.86(+343.70%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 1.97% | 23.0K | $7.5M | -1.34%(-313) | $159.80(+126.22%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 1.88% | 19.2K | $7.2M | -1.65%(-323) | $345.90(+45.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +64.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +53.62% |
Gilliland Jeter Wealth Management LLC reports $381.73M in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.3%), NVDA (7.9%) and WMT (3.4%). The top 20 holdings account for 52.31% of reported assets. Its disclosed equity book has returned +64.23% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gilliland Jeter Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009886). View Gilliland Jeter Wealth Management LLC’s 13F filings on SEC