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
176 檔
19.1%
The Q1 2025 SEC filing reveals that Gilliland Jeter Wealth Management LLC held a total portfolio value of $381.7M, covering 176 public equity positions.
During Q1 2025, 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 | 9.49% | -0.13% | -3.57% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.02% | +0.13% | +3.37% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.77% | -0.82% | -1.56% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.35% | +0.11% | +1.33% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.13% | -0.07% | -1.84% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.08% | -0.01% | -1.00% | |
| 7 | T | At&t Inc | Stock-Comm Services | 2.90% | -0.90% | +3.23% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.26% | -7.79% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.24% | -1.19% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | -0.06% | -2.10% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.44% | +0.06% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 1.49% | +0.84% | -2.85% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.08% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.49% | +0.08% | +0.25% | |
| 15 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.41% | -0.40% | -2.70% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.01% | -2.51% | |
| 17 | AFL | Aflac Inc | Stock-Financials | 1.35% | -0.06% | -1.25% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.22% | -0.13% | -8.00% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.17% | -0.25% | -1.44% | |
| 20 | MSI | Motorola Solutions Inc | Stock-Tech | 1.12% | -0.12% | -9.80% | |
| 21 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.10% | +0.31% | -7.89% | |
| 22 | DTE | Dte Energy Company | Stock-Utilities | 1.10% | -0.07% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.06% | -0.07% | -2.33% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.33% | -0.88% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.03% | +0.12% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.45% | +2.71% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.10% | -10.38% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.02% | — | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | -0.09% | -5.47% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.89% | -0.30% | +0.03% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.88% | +0.05% | +3.01% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.87% | -0.17% | -1.00% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.83% | -0.11% | -1.70% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.04% | -7.71% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.10% | +1.25% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | — | -8.68% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.07% | -10.91% | |
| 38 | BP | Bp Plc-spons Adr | Stock-Energy | 0.72% | -0.24% | +0.50% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | -0.02% | -2.02% | |
| 40 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.72% | — | -0.12% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.71% | -0.05% | -0.27% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.68% | +1.14% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.09% | +0.03% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.62% | +0.01% | -0.20% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | — | +1.53% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.59% | -0.05% | — | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.55% | +0.04% | +0.12% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | — | -7.48% | |
| 49 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.52% | -0.04% | -0.55% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | +0.13% | +1.22% |
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 176 disclosed positions in Q1 2025.
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 19.1% of total reported equity market value during Q1 2025.
During Q1 2025, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (9.5%)、NVDA (6.0%)、WMT (3.8%). The largest single position, AAPL, represented 9.5% of total portfolio value.
In Q1 2025, 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.