Institutions / Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management LLC
CIK 2009886 · Institution · as of Dec 31, 2025
Portfolio value
$330.84M
Positions
174
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 174 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $30.52M | 9.2% |
| NVIDIA Corp | $27.82M | 8.4% |
| Walmart Inc. | $12.92M | 3.9% |
| iShares Tr Rus 1000 Grw ETF | $12.10M | 3.7% |
| Amazon.com Inc | $10.17M | 3.1% |
| Vanguard Dividend Appreciation ETF | $10.02M | 3.0% |
| Microsoft Corp | $9.54M | 2.9% |
| Meta Platforms Inc | $7.75M | 2.3% |
| JPMorgan Chase & Co | $7.59M | 2.3% |
| AT&T Inc. | $7.17M | 2.2% |
| Caterpillar Inc | $6.99M | 2.1% |
| Vanguard Growth ETF | $5.57M | 1.7% |
| iShares Tr U.S. Tech ETF | $4.80M | 1.5% |
| Alphabet Inc. | $4.64M | 1.4% |
| Lam Research Corp | $4.21M | 1.3% |
| iShares Tr Core S&P500 ETF | $4.20M | 1.3% |
| Oracle Corp | $3.91M | 1.2% |
| Chevron Corp | $3.89M | 1.2% |
| Visa Inc | $3.87M | 1.2% |
| Warren E. Buffett | $3.69M | 1.1% |
| Aflac Inc | $3.69M | 1.1% |
| Salesforce Inc | $3.67M | 1.1% |
| Broadcom Inc. | $3.61M | 1.1% |
| Boston Scientific Corp | $3.60M | 1.1% |
| Marathon Petroleum Corp | $3.59M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.