13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002009886
Total reported value
$381.7M
$381.7M
173 檔
21.9%
As reported in its official Q4 2024 Form 13F filing, Gilliland Jeter Wealth Management LLC's tracked investment portfolio stood at $381.7M with 173 total positions.
During Q4 2024, Gilliland Jeter Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.59% | -0.13% | -1.34% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.89% | +0.13% | +3.03% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.77% | -0.82% | -0.22% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.51% | +0.11% | +0.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | -0.01% | -0.61% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.26% | -0.13% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.07% | -0.07% | +1.48% | |
| 8 | T | At&t Inc | Stock-Comm Services | 2.16% | -0.90% | -0.13% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.12% | -0.24% | -3.20% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | -0.06% | +0.25% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | +0.84% | -0.05% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.08% | +1.30% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.41% | -0.25% | -2.66% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.30% | +0.31% | -1.09% | |
| 15 | MSI | Motorola Solutions Inc | Stock-Tech | 1.25% | -0.12% | -0.58% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.44% | -2.67% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.10% | -1.31% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.23% | -0.07% | -0.03% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.22% | -0.40% | -2.22% | |
| 20 | AFL | Aflac Inc | Stock-Financials | 1.21% | -0.06% | -0.07% | |
| 21 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.21% | -0.13% | +0.94% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.08% | -0.70% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.01% | +0.07% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.07% | +0.60% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.01% | -0.09% | -5.17% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.03% | -0.09% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.45% | +17.95% | |
| 28 | DTE | Dte Energy Company | Stock-Utilities | 0.91% | -0.07% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.33% | -0.17% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.88% | -0.17% | -0.38% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | -0.02% | — | |
| 32 | COP | Conocophillips | Stock-Energy | 0.80% | -0.30% | +7.34% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | +0.05% | -0.63% | |
| 34 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.80% | — | -0.78% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.04% | -2.11% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.09% | +0.04% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | — | -1.73% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.73% | -0.11% | -0.33% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | -0.10% | -2.07% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.62% | -0.05% | -1.54% | |
| 41 | BP | Bp Plc-spons Adr | Stock-Energy | 0.60% | -0.24% | -3.22% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | +0.97% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.59% | +0.04% | +0.14% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.55% | +0.01% | -1.41% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.13% | — | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.53% | — | -0.03% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.53% | -0.02% | -8.70% | |
| 48 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.50% | -0.04% | -2.42% | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.48% | -0.05% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.04% | +1.68% |
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 173 disclosed positions in Q4 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 21.9% of total reported equity market value during Q4 2024.
During Q4 2024, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (10.6%)、NVDA (6.9%)、WMT (3.8%). The largest single position, AAPL, represented 10.6% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.