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CIK: 0002009886
Total reported value
$381.7M
$381.7M
174 檔
24.5%
According to the latest 13F quarterly dataset, Gilliland Jeter Wealth Management LLC managed an equity portfolio of $381.7M at the end of Q4 2025, spanning 174 distinct U.S. exchange-listed positions.
Gilliland Jeter Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 8 holdings and trimming 60 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.22% | -0.13% | -1.12% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.41% | +0.13% | +0.02% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.91% | -0.82% | -2.01% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.66% | +0.11% | +0.73% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | -0.01% | -2.37% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.03% | -0.07% | -0.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.26% | -0.88% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.24% | +5.19% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.30% | -0.06% | -1.02% | |
| 10 | T | At&t Inc | Stock-Comm Services | 2.17% | -0.90% | +1.36% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.11% | +0.84% | -0.03% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.08% | -0.10% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.45% | +0.31% | +5.64% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.10% | +0.14% | |
| 15 | LRCX | Lam Research CORP | Stock-Tech | 1.27% | +1.14% | -7.30% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.45% | +13.81% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.07% | -1.16% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.44% | +1.08% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.01% | -0.20% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.08% | -3.41% | |
| 21 | AFL | Aflac Inc | Stock-Financials | 1.11% | -0.06% | -2.41% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.11% | -0.25% | -0.84% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.07% | -6.57% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.09% | -0.40% | -2.79% | |
| 25 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.09% | -0.13% | -0.02% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.09% | +0.03% | +0.12% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.09% | -3.67% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | -0.02% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.89% | +0.05% | +0.98% | |
| 30 | DTE | Dte Energy Company | Stock-Utilities | 0.87% | -0.07% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.04% | -3.77% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.84% | -0.17% | -3.11% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.10% | -1.19% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.09% | -1.22% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.33% | -0.86% | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.68% | -0.11% | -0.12% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.67% | -0.12% | +0.07% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.13% | +55.63% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.65% | -0.30% | -4.26% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.64% | +0.04% | +0.18% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.02% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.60% | +0.01% | +3.82% | |
| 43 | BP | Bp Plc-spons Adr | Stock-Energy | 0.59% | -0.24% | -1.26% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.05% | -2.49% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | — | +0.62% | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.53% | -0.05% | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.13% | +71.74% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.07% | +0.13% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.51% | +0.13% | +34.84% | |
| 50 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.45% | -0.04% | -0.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.3% | -0.03% | Trim |
| 2 | AAPL | Apple Inc | +0.3% | -1.12% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +0.14% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +55.63% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.67% | Trim |
| 6 | LRCX | Lam Research CORP | +0.2% | -7.30% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +13.81% | Add |
| 8 | WMT | Walmart Inc | +0.1% | -2.01% | Trim |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | -3.11% | Trim |
| 10 | LLY | Eli Lilly & Co | +0.1% | +0.13% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -1.22% | Trim |
| 12 | MU | Micron Technology Inc | +0.1% | +1.17% | Add |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +34.84% | Add |
| 14 | IVE | Ishares S&p 500 Value ETF | +0.1% | +47.55% | Add |
| 15 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.1% | — | Unchanged |
| 16 | CRM | Salesforce Inc | +0.1% | -0.84% | Trim |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | +5.64% | Add |
| 18 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +23.60% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | -1.19% | Trim |
| 20 | BAC | Bank Of America CORP | 0% | +0.12% | Add |
| 21 | CADE | Cadence Bank | 0% | -0.50% | Trim |
| 22 | DAL | Delta Air Lines Inc | 0% | +12.10% | Add |
| 23 | CB | Chubb Limited | 0% | -2.49% | Trim |
| 24 | THRO | Ishares U.s. Thematic Rotati | 0% | +30.87% | Add |
| 25 | COF | Capital One Financial CORP | 0% | +0.24% | Add |
| 26 | XOM | Exxon Mobil CORP | 0% | -0.86% | Trim |
| 27 | JNJ | Johnson & Johnson | 0% | -3.77% | Trim |
| 28 | IWD | Ishares Russell 1000 Value E | 0% | +0.98% | Add |
| 29 | TLH | Ishares 10-20 Year Treasury | 0% | +31.42% | Add |
| 30 | IAU | Ishares Gold Trust | 0% | +27.67% | Add |
| 31 | ISCG | Ishares Morningstar Small-ca | 0% | +11.23% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | 0% | +13.45% | Add |
| 33 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 34 | ACV | Virtus Divers Inc & Convert | 0% | +2.87% | Add |
| 35 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 36 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +27.27% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | -2.37% | Trim |
| 38 | V | Visa Inc-class A Shares | 0% | -0.20% | Trim |
| 39 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 40 | IBM | Intl Business Machines CORP | 0% | +0.08% | Add |
| 41 | MGK | Vanguard Mega Cap Growth ETF | 0% | +0.18% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.62% | Add |
| 43 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 44 | ADI | Analog Devices Inc | 0% | +0.58% | Add |
| 45 | SHOP | Shopify Inc - Class A | 0% | +1.77% | Add |
| 46 | TJX | Tjx Companies Inc | 0% | -1.80% | Trim |
| 47 | DE | Deere & Co | 0% | +7.94% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | +2.58% | Add |
| 49 | WFC | Wells Fargo & Co | 0% | -0.16% | Trim |
| 50 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
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 174 disclosed positions in Q4 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 24.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
JHX
市值: $1.0M
Top Position Liquidated / Trimmed
ETNBGBP
前期市值: $889.3K
During Q4 2025, Gilliland Jeter Wealth Management LLC's top holdings by market value included AAPL (9.2%)、NVDA (8.4%)、WMT (3.9%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q4 2025, Gilliland Jeter Wealth Management LLC made 152 total portfolio adjustments, initiating 10 new buys, adding to 74 positions, trimming 60 holdings, and fully liquidating 8 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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