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CIK: 0002009886
Total reported value
$381.7M
$381.7M
172 檔
23.9%
During the Q3 2025 filing period, Gilliland Jeter Wealth Management LLC (CIK: 0002009886) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $381.7M across 172 reported positions.
In Q3 2025, Gilliland Jeter Wealth Management LLC adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 17 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.92% | -0.13% | -3.09% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.59% | +0.13% | -3.91% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.77% | -0.82% | -2.24% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.67% | +0.11% | -3.72% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.18% | -0.26% | -4.14% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | -0.01% | +0.05% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.04% | -0.07% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | -0.24% | +0.15% | |
| 9 | T | At&t Inc | Stock-Comm Services | 2.48% | -0.90% | -1.09% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.32% | -0.06% | -3.16% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 1.80% | +0.84% | -4.83% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.76% | -0.07% | -3.67% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.69% | +0.08% | +0.78% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.37% | +0.31% | -1.17% | |
| 15 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.31% | -0.13% | -4.54% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.44% | -0.70% | |
| 17 | AFL | Aflac Inc | Stock-Financials | 1.18% | -0.06% | +0.04% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.08% | -3.64% | |
| 19 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.17% | -0.40% | -1.20% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.01% | +0.01% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.07% | -0.14% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.45% | +14.01% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.10% | -9.55% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 1.10% | +1.14% | +0.26% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | +0.03% | +0.07% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.02% | -0.25% | +15.88% | |
| 27 | DTE | Dte Energy Company | Stock-Utilities | 0.98% | -0.07% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.09% | +0.27% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | -0.02% | — | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.87% | +0.05% | +3.08% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.04% | -6.88% | |
| 32 | MSI | Motorola Solutions Inc | Stock-Tech | 0.82% | -0.12% | -12.85% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.73% | -0.11% | -3.81% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.10% | +0.21% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.33% | -10.56% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.70% | -0.17% | +3.52% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.70% | -0.30% | +0.02% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.02% | -0.70% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.63% | +0.04% | +0.10% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.09% | -10.11% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.13% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.61% | +0.01% | +5.77% | |
| 43 | BP | Bp Plc-spons Adr | Stock-Energy | 0.61% | -0.24% | -3.47% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | -11.69% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.56% | -0.05% | -3.20% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.53% | -0.05% | — | |
| 47 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.47% | -0.04% | +0.30% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | — | -4.76% | |
| 49 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.44% | -0.06% | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.13% | +7.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.6% | -3.91% | Trim |
| 2 | ORCL | Oracle CORP | +0.7% | -3.67% | Trim |
| 3 | LRCX | Lam Research CORP | +0.4% | +0.26% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.14% | Trim |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +0.15% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -4.14% | Trim |
| 7 | IWF | Ishares Russell 1000 Growth | +0.3% | -3.72% | Trim |
| 8 | CAT | Caterpillar Inc | +0.3% | -4.83% | Trim |
| 9 | IYW | Ishares Ustechnology ETF | +0.3% | -1.17% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.27% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.2% | +0.78% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -3.16% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -9.55% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.2% | +14.01% | Add |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +29.78% | Add |
| 16 | ETNBGBP | 89bio Inc | +0.1% | +14.69% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +0.87% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +7.68% | Add |
| 20 | LNG | Cheniere Energy Inc | +0.1% | +0.86% | Add |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | -4.54% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -6.88% | Trim |
| 23 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +0.10% | Add |
| 24 | SNOW | Snowflake Inc | +0.1% | — | Add |
| 25 | THC | Tenet Healthcare CORP | +0.1% | — | Unchanged |
| 26 | COF | Capital One Financial CORP | +0.1% | +0.15% | Add |
| 27 | IVE | Ishares S&p 500 Value ETF | +0.1% | +25.27% | Add |
| 28 | MU | Micron Technology Inc | +0.1% | +1.18% | Add |
| 29 | BAC | Bank Of America CORP | +0.1% | +0.07% | Trim |
| 30 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +18.45% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | +6.62% | Add |
| 32 | SOFI | Sofi Technologies Inc | 0% | — | Unchanged |
| 33 | SHOP | Shopify Inc - Class A | 0% | -0.27% | Trim |
| 34 | CADE | Cadence Bank | 0% | -0.92% | Trim |
| 35 | GE | General Electric | 0% | -0.39% | Trim |
| 36 | VONG | Vanguard Russell 1000 Growth | 0% | +0.11% | Add |
| 37 | GS | Goldman Sachs Group Inc | 0% | +3.47% | Add |
| 38 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 39 | BX | Blackstone Inc | 0% | -0.60% | Trim |
| 40 | NSC | Norfolk Southern CORP | 0% | +0.26% | Add |
| 41 | ISCG | Ishares Morningstar Small-ca | 0% | +0.12% | Add |
| 42 | DAL | Delta Air Lines Inc | 0% | +1.82% | Trim |
| 43 | BLK | Blackrock Inc | 0% | +0.23% | Add |
| 44 | XLI | Ss Industrial Select Sector | 0% | +0.03% | Trim |
| 45 | LLY | Eli Lilly & Co | 0% | +2.07% | Add |
| 46 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 47 | PFE | Pfizer Inc | 0% | +17.86% | Add |
| 48 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 49 | OZK | Bank Ozk | 0% | +0.30% | Add |
| 50 | EHC | Encompass Health CORP | 0% | +0.03% | Trim |
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 172 disclosed positions in Q3 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 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
ENFR
市值: $1.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $2.1M
During Q3 2025, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (8.9%)、NVDA (8.6%)、WMT (3.8%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q3 2025, Gilliland Jeter Wealth Management LLC made 167 total portfolio adjustments, initiating 13 new buys, adding to 59 positions, trimming 78 holdings, and fully liquidating 17 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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