Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2025) About Gilliland Jeter Wealth Management LLCInvestment ActivityGilliland Jeter Wealth Management LLC has $282.87 million in total holdings as of March 31, 2025.Gilliland Jeter Wealth Management LLC owns shares of 176 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 2.21% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Gilliland Jeter Wealth Management LLC has purchased 173 new stocks and bought additional shares in 66 stocks.Gilliland Jeter Wealth Management LLC sold shares of 72 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $26,840,820NVIDIA $17,024,897Walmart $10,677,184iShares Russell 1000 Growth ETF $9,481,313Vanguard Dividend Appreciation ETF $8,852,407 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORPORATION COM NEW $1,915,996 Holding09290D101 - BLACKROCK INCORPORATED $407,898 Holding88160R101 - Tesla $400,143 Holding16411R208 - CHENIERE ENERGY INCORPORATED COM NEW $271,895 Holding92276F100 - Ventas $228,518 Holding Largest Purchases this Quarter LAM RESEARCH CORPORATION COM NEW 26,355 shares (about $1.92M)NVIDIA 5,114 shares (about $554.26K)BLACKROCK INCORPORATED 431 shares (about $407.90K)Tesla 1,544 shares (about $400.14K)CHENIERE ENERGY INCORPORATED COM NEW 1,175 shares (about $271.90K) Largest Sales this Quarter Apple 4,475 shares (about $994.03K)Microsoft 1,799 shares (about $675.34K)Simmons First National 19,968 shares (about $409.96K)Motorola Solutions 783 shares (about $342.81K)Alphabet 1,993 shares (about $311.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGilliland Jeter Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,840,820$994,030 ▼-3.6%120,8349.5%Computer and TechnologyNVDANVIDIA$17,024,897$554,256 ▲3.4%157,0856.0%Computer and TechnologyWMTWalmart$10,677,184$168,996 ▼-1.6%121,6223.8%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$9,481,313$124,578 ▲1.3%26,2573.4%ETFVIGVanguard Dividend Appreciation ETF$8,852,407$166,057 ▼-1.8%45,6333.1%ETFAMZNAmazon.com$8,719,996$88,471 ▼-1.0%45,8323.1%Retail/WholesaleTAT&T$8,192,956$256,557 ▲3.2%289,7082.9%Computer and TechnologyMSFTMicrosoft$7,991,797$675,337 ▼-7.8%21,2892.8%Computer and TechnologyMETAMeta Platforms$6,110,315$73,771 ▼-1.2%10,6022.2%Computer and TechnologyJPMJPMorgan Chase & Co.$6,081,830$130,257 ▼-2.1%24,7932.2%FinanceCVXChevron$4,249,966$2,509 ▲0.1%25,4051.5%EnergyCATCaterpillar$4,214,556$123,676 ▼-2.9%12,7791.5%IndustrialsBRK.BBerkshire Hathaway$4,210,5770.0%7,9061.5%FinanceVUGVanguard Growth ETF$4,207,748$10,383 ▲0.2%11,3471.5%ETFBSXBoston Scientific$3,982,843$110,464 ▼-2.7%39,4811.4%MedicalVVisa$3,865,829$99,528 ▼-2.5%11,0311.4%Business ServicesAFLAflac$3,818,310$48,146 ▼-1.2%34,3401.3%FinanceMPCMarathon Petroleum$3,445,985$299,537 ▼-8.0%23,6531.2%EnergyCRMSalesforce$3,296,398$48,307 ▼-1.4%12,2831.2%Computer and TechnologyMSIMotorola Solutions$3,156,224$342,811 ▼-9.8%7,2091.1%Computer and TechnologyIYWiShares U.S. Technology ETF$3,115,817$266,837 ▼-7.9%22,1861.1%ManufacturingDTEDTE Energy$3,100,7050.0%22,4251.1%UtilitiesORCLOracle$2,987,425$71,302 ▼-2.3%21,3681.1%Computer and TechnologyXOMExxon Mobil$2,892,498$25,689 ▼-0.9%24,3211.0%EnergyBACBank of America$2,744,308$3,422 ▲0.1%65,7631.0%FinanceIVViShares Core S&P 500 ETF$2,700,105$71,366 ▲2.7%4,8051.0%ETFGOOGAlphabet$2,686,940$311,359 ▼-10.4%17,1990.9%Computer and TechnologyVTVVanguard Value ETF$2,660,5150.0%15,4020.9%ETFMRKMerck & Co., Inc.$2,539,633$147,025 ▼-5.5%28,2940.9%MedicalCOPConocoPhillips$2,525,035$840 ▲0.0%24,0430.9%EnergyIWDiShares Russell 1000 Value ETF$2,494,683$72,820 ▲3.0%13,2580.9%ETFISRGIntuitive Surgical$2,461,492$24,764 ▼-1.0%4,9700.9%MedicalWMBWilliams Companies$2,342,434$40,398 ▼-1.7%39,1970.8%EnergyJCIJohnson Controls International$2,163,118$180,807 ▼-7.7%27,0020.8%ConstructionJNJJohnson & Johnson$2,144,437$26,534 ▲1.3%12,9310.8%MedicalUNHUnitedHealth Group$2,065,607$196,400 ▼-8.7%3,9440.7%MedicalAVGOBroadcom$2,061,709$252,481 ▼-10.9%12,3140.7%Computer and TechnologyBPBP$2,045,198$10,171 ▲0.5%60,5270.7%EnergyPMPhilip Morris International$2,039,317$42,063 ▼-2.0%12,8480.7%Consumer StaplesINSPInspire Medical Systems$2,024,130$2,389 ▼-0.1%12,7080.7%MedicalCBChubb$1,998,220$5,436 ▼-0.3%6,6170.7%FinanceLAM RESEARCH CORPORATION COM NEW$1,915,996$1,915,996 ▲New Holding26,3550.7%COM NEWGOOGLAlphabet$1,832,607$619 ▲0.0%11,8510.6%Computer and TechnologyALLAllstate$1,745,564$3,520 ▼-0.2%8,4300.6%FinanceSPYSPDR S&P 500 ETF Trust$1,709,549$25,733 ▲1.5%3,0560.6%FinanceAEPAmerican Electric Power$1,677,0760.0%15,3480.6%UtilitiesMGKVanguard Mega Cap Growth ETF$1,568,809$1,853 ▲0.1%5,0790.6%ETFUNPUnion Pacific$1,514,483$122,368 ▼-7.5%6,4110.5%TransportationPREFPrincipal Spectrum Preferred Securities Active ETF$1,471,566$8,209 ▼-0.6%78,6930.5%ETFXLKTechnology Select Sector SPDR Fund$1,460,950$17,550 ▲1.2%7,0760.5%ETFPGProcter & Gamble$1,392,574$12,612 ▼-0.9%8,1710.5%Consumer StaplesWCNWaste Connections$1,233,210$41,380 ▼-3.2%6,3180.4%Business ServicesBTOJohn Hancock Financial Opportunities Fund$1,232,093$62,933 ▲5.4%36,1210.4%FinanceXLIIndustrial Select Sector SPDR Fund$1,182,981$25,951 ▼-2.1%9,0260.4%ETFCOSTCostco Wholesale$1,131,153$946 ▲0.1%1,1960.4%Retail/WholesalePANWPalo Alto Networks$1,106,771$104,432 ▼-8.6%6,4860.4%Computer and TechnologySPGIS&P Global$1,091,270$141,235 ▼-11.5%2,1480.4%Business ServicesDTMDT Midstream$1,081,7340.0%11,2120.4%EnergyVZVerizon Communications$1,076,621$21,818 ▼-2.0%23,7350.4%Computer and TechnologyTJXTJX Companies$1,069,831$1,583 ▲0.1%8,7840.4%Retail/WholesaleCADECadence Bank$1,047,907$68,826 ▲7.0%34,5160.4%FinanceSKYYFirst Trust Cloud Computing ETF$1,013,9380.0%9,9180.4%ManufacturingLLYEli Lilly and Company$1,010,9140.0%1,2240.4%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$996,757$103 ▲0.0%9,6330.4%ETFIBMInternational Business Machines$985,643$1,492 ▼-0.2%3,9640.3%Computer and TechnologyCPCanadian Pacific Kansas City$976,874$70 ▲0.0%13,9140.3%TransportationQQQInvesco QQQ$947,116$22,037 ▲2.4%2,0200.3%FinanceDVNDevon Energy$940,860$65,823 ▲7.5%25,1570.3%EnergyIRDMIridium Communications$937,377$301 ▼0.0%34,3110.3%Computer and TechnologyPGRProgressive$928,184$5,377 ▼-0.6%3,2800.3%FinanceHBANHuntington Bancshares$921,964$27,063 ▲3.0%61,4230.3%FinanceAMTAmerican Tower$905,270$10,881 ▼-1.2%4,1600.3%FinanceARAntero Resources$899,5880.0%22,2450.3%EnergyKEYSKeysight Technologies$877,203$75,933 ▼-8.0%5,8570.3%Computer and TechnologyJBHTJ.B. Hunt Transport Services$874,288$18,199 ▼-2.0%5,9090.3%TransportationMOAltria Group$871,444$2,221 ▲0.3%14,5190.3%Consumer StaplesALEALLETE$860,4070.0%13,0960.3%UtilitiesFVFirst Trust Dorsey Wright Focus 5 ETF$807,009$878 ▲0.1%14,7100.3%ManufacturingHOMBHome Bancshares, Inc. (Conway, AR)$798,260$34,631 ▲4.5%28,2370.3%FinanceMAMastercard$790,173$9,315 ▼-1.2%1,4420.3%Business ServicesCCICrown Castle$789,637$128,618 ▲19.5%7,5760.3%FinanceNVSNovartis$778,242$40,356 ▲5.5%6,9810.3%MedicalRPMRPM International$767,662$925 ▼-0.1%6,6360.3%ConstructionFTCSFirst Trust Capital Strength ETF$763,094$131,590 ▼-14.7%8,5130.3%ETFBXBlackstone$742,704$125,392 ▼-14.4%5,3130.3%FinanceVTIVanguard Total Stock Market ETF$723,379$3,848 ▼-0.5%2,6320.3%ETFABTAbbott Laboratories$714,583$3,316 ▼-0.5%5,3870.3%MedicalICEIntercontinental Exchange$700,283$13,281 ▼-1.9%4,0600.2%FinanceNOWServiceNow$690,253$23,884 ▲3.6%8670.2%Computer and TechnologyIQVIQVIA$681,400$57,826 ▼-7.8%3,8650.2%MedicalHALHalliburton$666,093$45,210 ▼-6.4%26,2550.2%EnergyVBKVanguard Small-Cap Growth ETF$664,505$504 ▲0.1%2,6390.2%ETFTHCTenet Healthcare$663,3540.0%4,9320.2%MedicalXLVHealth Care Select Sector SPDR Fund$649,904$11,243 ▲1.8%4,4510.2%ETFGLDSPDR Gold Shares$633,044$43,221 ▼-6.4%2,1970.2%FinanceIWMiShares Russell 2000 ETF$621,012$19,550 ▲3.3%3,1130.2%FinanceQUALiShares MSCI USA Quality Factor ETF$620,688$70,579 ▲12.8%3,6320.2%ETFGDVThe Gabelli Dividend & Income Trust$605,222$7,215 ▲1.2%25,0820.2%Financial ServicesDYNFiShares U.S. Equity Factor Rotation Active ETF$584,634$53,197 ▲10.0%11,9900.2%ETFIVWiShares S&P 500 Growth ETF$580,494$56,722 ▲10.8%6,2530.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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