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CIK: 0002009886
Total reported value
$381.7M
$381.7M
687 檔
19.7%
As reported in its official Q2 2024 Form 13F filing, Gilliland Jeter Wealth Management LLC's tracked investment portfolio stood at $381.7M with 687 total positions.
During Q2 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 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.28% | -0.13% | -4.86% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | +0.13% | +898.13% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.26% | -2.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | -0.01% | -0.90% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.06% | +0.11% | -0.42% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.82% | -0.82% | -0.28% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.71% | -0.07% | -0.24% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.24% | +0.86% | |
| 9 | T | At&t Inc | Stock-Comm Services | 1.81% | -0.90% | -0.42% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.06% | -1.08% | |
| 11 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.50% | -0.13% | +0.15% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.50% | +0.84% | +0.13% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | +0.08% | +0.44% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.44% | +1.84% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | -0.09% | -2.23% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.27% | +0.31% | +0.20% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.10% | +4.19% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.25% | -0.35% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.08% | +0.05% | |
| 20 | DG | Dollar General CORP | Stock-Consumer Staples | 1.10% | — | +2.61% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.08% | -0.40% | -1.54% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -0.33% | +68.41% | |
| 23 | AFL | Aflac Inc | Stock-Financials | 1.05% | -0.06% | +0.05% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.04% | -0.07% | +0.03% | |
| 25 | MSI | Motorola Solutions Inc | Stock-Tech | 1.04% | -0.12% | -0.27% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | +0.93% | |
| 27 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.93% | — | +0.23% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.03% | -1.17% | |
| 29 | COP | Conocophillips | Stock-Energy | 0.86% | -0.30% | +0.02% | |
| 30 | DTE | Dte Energy Company | Stock-Utilities | 0.84% | -0.07% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | -0.02% | — | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | — | -4.13% | |
| 33 | BP | Bp Plc-spons Adr | Stock-Energy | 0.75% | -0.24% | +0.35% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.07% | -0.14% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.74% | -0.17% | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.74% | +0.05% | +0.33% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.09% | -5.19% | |
| 38 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.70% | — | +0.81% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.04% | -0.09% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.45% | +6.04% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.10% | -0.32% | |
| 42 | HOMB | Home Bancshares Inc | Stock-Financials | 0.60% | -0.01% | -24.54% | |
| 43 | WMB | Williams Cos Inc | Stock-Energy | 0.57% | -0.11% | -0.54% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.56% | -0.05% | -2.25% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | — | +1.64% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | — | +0.09% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.54% | +0.04% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.13% | +0.01% | |
| 49 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.50% | -0.04% | -1.86% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | -0.02% | -1.29% |
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 687 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 19.7% of total reported equity market value during Q2 2024.
During Q2 2024, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (9.3%)、NVDA (6.4%)、MSFT (3.5%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q2 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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