Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2025) About Gilliland Jeter Wealth Management LLCInvestment ActivityGilliland Jeter Wealth Management LLC has $307.10 million in total holdings as of June 30, 2025.Gilliland Jeter Wealth Management LLC owns shares of 178 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Gilliland Jeter Wealth Management LLC has purchased 176 new stocks and bought additional shares in 65 stocks.Gilliland Jeter Wealth Management LLC sold shares of 69 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $24,523,742Apple $24,037,006Walmart $11,839,772iShares Russell 1000 Growth ETF $11,188,737Microsoft $10,324,431 Largest New Holdings this Quarter 74255Y607 - Principal U.S. Small-Cap Multi-Factor ETF $435,031 Holding69608A108 - PALANTIR TECHNOLOGIES INCORPORATED CLASS A $309,174 Holding36828A101 - GE VERNOVA INCORPORATED $306,226 Holding47030M106 - James Hardie Industries $268,900 Holding09290C806 - BlackRock Future U.S. Themes ETF $244,292 Holding Largest Purchases this Quarter Principal U.S. Small-Cap Multi-Factor ETF 8,165 shares (about $435.03K)Meta Platforms 537 shares (about $396.35K)CHENIERE ENERGY INCORPORATED COM NEW 1,499 shares (about $365.04K)PALANTIR TECHNOLOGIES INCORPORATED CLASS A 2,268 shares (about $309.17K)GE VERNOVA INCORPORATED 579 shares (about $306.23K) Largest Sales this Quarter Apple 3,677 shares (about $754.41K)IQVIA 2,541 shares (about $400.44K)SPDR Gold Shares 1,260 shares (about $384.09K)Broadcom 1,149 shares (about $316.72K)NVIDIA 1,862 shares (about $294.18K) 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 PortfolioSectorNVDANVIDIA$24,523,742$294,178 ▼-1.2%155,2238.0%Computer and TechnologyAAPLApple$24,037,006$754,407 ▼-3.0%117,1577.8%Computer and TechnologyWMTWalmart$11,839,772$52,410 ▼-0.4%121,0863.9%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$11,188,737$40,336 ▲0.4%26,3523.6%ETFMSFTMicrosoft$10,324,431$265,124 ▼-2.5%20,7563.4%Computer and TechnologyAMZNAmazon.com$9,894,489$160,593 ▼-1.6%45,1003.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$9,335,473$4,298 ▼0.0%45,6123.0%ETFTAT&T$8,332,432$51,716 ▼-0.6%287,9212.7%Computer and TechnologyMETAMeta Platforms$8,221,570$396,354 ▲5.1%11,1392.7%Computer and TechnologyJPMJPMorgan Chase & Co.$7,127,772$60,012 ▼-0.8%24,5862.3%FinanceCATCaterpillar$4,976,349$15,528 ▲0.3%12,8191.6%IndustrialsVUGVanguard Growth ETF$4,975,026$438 ▲0.0%11,3481.6%ETFORCLOracle$4,611,629$60,124 ▼-1.3%21,0931.5%Computer and TechnologyBSXBoston Scientific$4,222,287$18,367 ▼-0.4%39,3101.4%MedicalIYWiShares U.S. Technology ETF$3,987,599$143,466 ▲3.7%23,0141.3%ManufacturingVVisa$3,922,135$5,681 ▲0.1%11,0471.3%Business ServicesMPCMarathon Petroleum$3,843,589$85,380 ▼-2.2%23,1391.3%EnergyBRK.BBerkshire Hathaway$3,828,353$12,144 ▼-0.3%7,8811.2%FinanceCVXChevron$3,638,061$286 ▲0.0%25,4071.2%EnergyAFLAflac$3,610,070$11,390 ▼-0.3%34,2321.2%FinanceCRMSalesforce$3,291,575$57,809 ▼-1.7%12,0711.1%Computer and TechnologyBACBank of America$3,082,537$29,386 ▼-0.9%65,1421.0%FinanceAVGOBroadcom$3,077,601$316,719 ▼-9.3%11,1651.0%Computer and TechnologyDTEDTE Energy$2,970,4160.0%22,4251.0%UtilitiesIVViShares Core S&P 500 ETF$2,937,207$45,942 ▼-1.5%4,7311.0%ETFGOOGAlphabet$2,897,048$153,793 ▼-5.0%16,3320.9%Computer and TechnologyJCIJohnson Controls International$2,834,066$17,850 ▼-0.6%26,8330.9%ConstructionMSIMotorola Solutions$2,803,137$227,884 ▼-7.5%6,6670.9%Computer and TechnologyVTVVanguard Value ETF$2,722,1220.0%15,4020.9%ETFISRGIntuitive Surgical$2,667,600$33,148 ▼-1.2%4,9090.9%MedicalIWDiShares Russell 1000 Value ETF$2,608,968$33,797 ▲1.3%13,4320.8%ETFLAM RESEARCH CORPORATION COM NEW$2,572,931$7,495 ▲0.3%26,4320.8%COM NEWXOMExxon Mobil$2,517,134$104,674 ▼-4.0%23,3500.8%EnergyWMBWilliams Companies$2,445,438$16,519 ▼-0.7%38,9340.8%EnergyPMPhilip Morris International$2,339,9530.0%12,8480.8%Consumer StaplesCOPConocoPhillips$2,146,909$10,679 ▼-0.5%23,9240.7%EnergyMRKMerck & Co., Inc.$2,115,648$124,124 ▼-5.5%26,7260.7%MedicalGOOGLAlphabet$2,088,966$529 ▲0.0%11,8540.7%Computer and TechnologyJNJJohnson & Johnson$1,939,350$35,897 ▼-1.8%12,6960.6%MedicalSPYSPDR S&P 500 ETF Trust$1,917,740$29,656 ▲1.6%3,1040.6%FinanceCBChubb$1,909,595$7,533 ▼-0.4%6,5910.6%FinanceMGKVanguard Mega Cap Growth ETF$1,859,7860.0%5,0790.6%ETFXLKTechnology Select Sector SPDR Fund$1,791,8070.0%7,0760.6%ETFBPBP$1,772,567$38,999 ▼-2.2%59,2240.6%EnergyALLAllstate$1,753,947$56,969 ▲3.4%8,7130.6%FinanceAEPAmerican Electric Power$1,592,5080.0%15,3480.5%UtilitiesINSPInspire Medical Systems$1,519,347$129,770 ▼-7.9%11,7080.5%MedicalPREFPrincipal Spectrum Preferred Securities Active ETF$1,491,331$1,480 ▼-0.1%78,6150.5%ETFUNPUnion Pacific$1,448,491$26,458 ▼-1.8%6,2960.5%TransportationPANWPalo Alto Networks$1,327,2950.0%6,4860.4%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,325,831$5,754 ▼-0.4%8,9870.4%ETFPGProcter & Gamble$1,310,528$8,762 ▲0.7%8,2260.4%Consumer StaplesBTOJohn Hancock Financial Opportunities Fund$1,306,346$26,954 ▲2.1%36,8820.4%FinanceDTMDT Midstream$1,232,3110.0%11,2120.4%EnergySKYYFirst Trust Cloud Computing ETF$1,206,4500.0%9,9180.4%ManufacturingLLYEli Lilly and Company$1,202,815$248,670 ▲26.1%1,5430.4%MedicalQQQInvesco QQQ$1,192,563$78,327 ▲7.0%2,1620.4%FinanceCOSTCostco Wholesale$1,189,908$5,940 ▲0.5%1,2020.4%Retail/WholesaleWCNWaste Connections$1,175,776$3,921 ▼-0.3%6,2970.4%Business ServicesIBMInternational Business Machines$1,169,408$884 ▲0.1%3,9670.4%Computer and TechnologySPGIS&P Global$1,128,915$3,691 ▼-0.3%2,1410.4%FinanceCADECadence Bank$1,104,416$608 ▲0.1%34,5350.4%FinanceIRDMIridium Communications$1,103,045$67,882 ▲6.6%36,5610.4%Computer and TechnologyCPCanadian Pacific Kansas City$1,102,9990.0%13,9140.4%TransportationTJXTJX Companies$1,086,414$1,729 ▲0.2%8,7980.4%Retail/WholesaleUNHUnitedHealth Group$1,084,468$146,010 ▼-11.9%3,4760.4%MedicalVZVerizon Communications$1,041,086$14,063 ▲1.4%24,0600.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,038,885$47,545 ▲4.8%10,0950.3%ETFHBANHuntington Bancshares$1,029,809$352 ▲0.0%61,4440.3%FinanceARAntero Resources$941,948$45,919 ▲5.1%23,3850.3%EnergyAMTAmerican Tower$920,276$884 ▲0.1%4,1640.3%FinanceSNOWSnowflake$913,429$32,223 ▲3.7%4,0820.3%Computer and TechnologyNOWServiceNow$891,3450.0%8670.3%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$873,160$1,422 ▲0.2%14,7340.3%ManufacturingPGRProgressive$868,746$6,672 ▼-0.8%3,2550.3%FinanceTHCTenet Healthcare$868,0320.0%4,9320.3%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$856,562$203,575 ▲31.2%15,7280.3%ETFJBHTJ.B. Hunt Transport Services$848,5820.0%5,9090.3%TransportationMOAltria Group$845,021$6,215 ▼-0.7%14,4130.3%Consumer StaplesALEAllete$839,0610.0%13,0960.3%UtilitiesNVSNovartis$832,603$12,223 ▼-1.4%6,8800.3%MedicalMAMastercard$810,2090.0%1,4420.3%Business ServicesHOMBHome BancShares$803,6250.0%28,2370.3%FinanceBXBlackstone$794,7750.0%5,3130.3%FinanceCCICrown Castle$793,690$15,409 ▲2.0%7,7260.3%FinanceVTIVanguard Total Stock Market ETF$791,130$8,814 ▼-1.1%2,6030.3%ETFKEYSKeysight Technologies$784,889$174,839 ▼-18.2%4,7900.3%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$769,589$4,181 ▼-0.5%8,4670.3%ETFQUALiShares MSCI USA Quality Factor ETF$751,007$87,020 ▲13.1%4,1080.2%ETFICEIntercontinental Exchange$741,900$2,935 ▼-0.4%4,0440.2%FinanceRPMRPM International$732,417$3,515 ▲0.5%6,6680.2%Basic MaterialsCOFCapital One Financial$716,544$253,811 ▲54.9%3,3680.2%FinanceABTAbbott Laboratories$713,121$19,586 ▼-2.7%5,2430.2%MedicalIVWiShares S&P 500 Growth ETF$709,542$21,138 ▲3.1%6,4450.2%ETFDVNDevon Energy$688,499$111,749 ▼-14.0%21,6440.2%EnergyVBKVanguard Small-Cap Growth ETF$687,605$43,200 ▼-5.9%2,4830.2%ETFGDVThe Gabelli Dividend & Income Trust$660,219$7,829 ▲1.2%25,3830.2%Financial ServicesCHENIERE ENERGY INCORPORATED COM NEW$651,172$365,036 ▲127.6%2,6740.2%COM NEWIWMiShares Russell 2000 ETF$649,099$22,658 ▼-3.4%3,0080.2%FinanceXLVHealth Care Select Sector SPDR Fund$596,166$3,774 ▼-0.6%4,4230.2%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
