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CIK: 0002009886
Total reported value
$381.7M
$381.7M
665 檔
20.2%
At the close of Q3 2024, Gilliland Jeter Wealth Management LLC disclosed equity holdings valued at approximately $381.7M, spread across 665 reported holdings.
During Q3 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 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.56% | -0.13% | -2.93% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.79% | +0.13% | -4.23% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.23% | -0.82% | +0.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.26% | -0.18% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.14% | +0.11% | +3.89% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.93% | -0.07% | +4.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.80% | -0.01% | -1.40% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.24% | +0.09% | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.00% | -0.90% | -0.21% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.06% | -1.39% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.66% | +0.84% | -1.52% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | +0.08% | -0.35% | |
| 13 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.34% | -0.13% | -0.83% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 1.26% | -0.06% | +0.04% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.44% | +2.94% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.20% | -0.07% | -0.37% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.19% | +0.31% | -2.41% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.08% | -2.41% | |
| 19 | MSI | Motorola Solutions Inc | Stock-Tech | 1.17% | -0.12% | +0.10% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.09% | -1.12% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.13% | -0.25% | -1.10% | |
| 22 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.12% | -0.40% | -0.17% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.10% | +0.04% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.01% | -0.01% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.33% | -9.48% | |
| 26 | DTE | Dte Energy Company | Stock-Utilities | 0.93% | -0.07% | — | |
| 27 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.87% | — | -17.31% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | -0.02% | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.03% | +0.03% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | — | -0.36% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.80% | -0.17% | +1.78% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.79% | +0.05% | +2.79% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.07% | +889.20% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.76% | -0.30% | +0.03% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.04% | -1.03% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.45% | +8.12% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.10% | -1.29% | |
| 38 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.68% | — | +0.04% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.09% | +0.59% | |
| 40 | BP | Bp Plc-spons Adr | Stock-Energy | 0.63% | -0.24% | +0.52% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.63% | -0.05% | +2.78% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.59% | -0.11% | +0.06% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.56% | -0.02% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | — | +0.37% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | — | -1.66% | |
| 46 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.53% | +0.04% | +0.20% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.52% | +0.01% | +0.01% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.13% | — | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.51% | -0.05% | — | |
| 50 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.49% | -0.04% | +0.27% |
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 665 disclosed positions in Q3 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, WMT) accounted for 20.2% of total reported equity market value during Q3 2024.
During Q3 2024, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (9.6%)、NVDA (5.8%)、WMT (3.2%). The largest single position, AAPL, represented 9.6% of total portfolio value.
In Q3 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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