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CIK: 0002009886
Total reported value
$381.7M
$381.7M
633 檔
16.9%
In Q1 2024, Gilliland Jeter Wealth Management LLC's U.S. equity holdings reached a combined market value of $381.7M, distributed across 633 disclosed stock positions.
During Q1 2024, Gilliland Jeter Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 633 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.21% | -0.13% | -0.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.86% | +0.13% | -1.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.26% | -1.67% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.99% | -0.01% | -0.84% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.94% | +0.11% | +0.11% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.81% | -0.07% | +0.49% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 2.60% | -0.82% | +191.96% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.24% | -7.34% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.06% | +8.12% | |
| 10 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.80% | -0.13% | +0.14% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.73% | -0.90% | +6.52% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.70% | +0.84% | -0.96% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.50% | -0.09% | +6.26% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.44% | +19.43% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.25% | -3.07% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.34% | +0.08% | +1.33% | |
| 17 | DG | Dollar General CORP | Stock-Consumer Staples | 1.31% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.08% | +3.15% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.17% | +0.31% | +1.02% | |
| 20 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 1.15% | — | -7.12% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | +0.01% | -0.79% | |
| 22 | AFL | Aflac Inc | Stock-Financials | 1.04% | -0.06% | +0.07% | |
| 23 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.01% | -0.40% | +7.21% | |
| 24 | MSI | Motorola Solutions Inc | Stock-Tech | 1.00% | -0.12% | -0.91% | |
| 25 | COP | Conocophillips | Stock-Energy | 0.99% | -0.30% | -2.40% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.10% | -8.27% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.07% | +10.20% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.03% | -4.26% | |
| 29 | DTE | Dte Energy Company | Stock-Utilities | 0.88% | -0.07% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | -0.02% | — | |
| 31 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.87% | — | +0.04% | |
| 32 | HOMB | Home Bancshares Inc | Stock-Financials | 0.84% | -0.01% | — | |
| 33 | BP | Bp Plc-spons Adr | Stock-Energy | 0.81% | -0.24% | -10.73% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | — | +15.54% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | +0.05% | +0.11% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.10% | -15.80% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.69% | -0.17% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.04% | -20.13% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | +4.94% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.33% | +0.08% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.07% | -6.83% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.45% | +37.86% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.61% | -0.05% | +7.64% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.60% | — | -3.32% | |
| 45 | DVN | Devon Energy CORP | Stock-Energy | 0.57% | -0.06% | +3.11% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.55% | -0.11% | -2.37% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | -2.73% | |
| 48 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.52% | -0.04% | -4.09% | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.52% | +0.01% | -2.23% | |
| 50 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.52% | -0.03% | -1.81% |
According to official SEC Form 13F filings, Gilliland Jeter Wealth Management LLC reported a total U.S. public equity portfolio value of $381.7M across 633 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 16.9% of total reported equity market value during Q1 2024.
During Q1 2024, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (8.2%)、NVDA (4.9%)、MSFT (3.5%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q1 2024, Gilliland Jeter Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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