Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2026)

About Gilliland Jeter Wealth Management LLC

Investment Activity

Gilliland Jeter Wealth Management LLC has $381.73 million in total holdings as of June 30, 2026.
Gilliland Jeter Wealth Management LLC owns shares of 195 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 7.73% of the portfolio was purchased this quarter.
About 1.76% of the portfolio was sold this quarter.
This quarter, Gilliland Jeter Wealth Management LLC has purchased 184 new stocks and bought additional shares in 84 stocks.
Gilliland Jeter Wealth Management LLC sold shares of 50 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $31,541,906
NVIDIA: $30,020,794
WALMART INC: $13,019,594
Caterpillar: $12,940,101
iShares Russell 1000 Growth ETF: $12,765,154

Largest New Holdings this Quarter

66538R540 - COUNTERPOINT QUANTATIVE EQUITY ETF: $1,491,616 Holding
47804J206 - John Hancock Multifactor Mid Cap ETF: $1,153,942 Holding
69608A108 - PALANTIR TECHNOLOGIES INC: $602,251 Holding
38149W630 - GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF: $388,303 Holding
464289446 - iShares Russell Top 200 ETF: $364,721 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 77,234 shares (about $9.59M)
Vanguard Growth ETF: 57,465 shares (about $4.95M)
Vanguard Mega Cap Growth ETF: 20,417 shares (about $1.79M)
iShares Core S&P 500 ETF: 2,206 shares (about $1.65M)
COUNTERPOINT QUANTATIVE EQUITY ETF: 28,707 shares (about $1.49M)

Largest Sales this Quarter

Apple: 2,527 shares (about $731.21K)
iShares MSCI USA Quality Factor ETF: 2,399 shares (about $526.31K)
Boston Scientific: 10,916 shares (about $465.89K)
Antero Resources: 11,000 shares (about $386.54K)
Blackstone: 1,880 shares (about $221.23K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$31,541,906	$731,211 â–¼	-2.3%	109,006	8.3%	Technology
NVDA NVIDIA	$30,020,794	$95,443 â–²	0.3%	150,036	7.9%	Technology
WALMART INC	$13,019,594	$2,832 â–²	0.0%	114,953	3.4%	COM
CAT Caterpillar	$12,940,101	$3,195 â–²	0.0%	12,151	3.4%	Industrials
IWF iShares Russell 1000 Growth ETF	$12,765,154	$9,590,132 â–²	302.0%	102,804	3.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$10,837,549	$27,211 â–²	0.3%	45,802	2.8%	ETF
AMZN Amazon.com	$10,293,666	$185,190 â–¼	-1.8%	43,189	2.7%	Consumer Discretionary
LAM RESEARCH CORPORATION COM NEW	$9,813,550	$3,033 â–²	0.0%	22,647	2.6%	COM NEW
JPM JPMorgan Chase & Co.	$7,534,561	$102,455 â–¼	-1.3%	23,018	2.0%	Finance
MSFT Microsoft	$7,160,139	$120,486 â–¼	-1.7%	19,195	1.9%	Technology
META Meta Platforms	$6,696,607	$83,370 â–²	1.3%	11,888	1.8%	Communication Services
IVV iShares Core S&P 500 ETF	$6,225,112	$1,652,141 â–²	36.1%	8,312	1.6%	ETF
IYW iShares U.S. Technology ETF	$6,130,868	$26,988 â–²	0.4%	24,307	1.6%	ETF
VUG Vanguard Growth ETF	$5,936,560	$4,950,005 â–²	501.7%	68,918	1.6%	ETF
T AT&T	$5,864,927	$19,003 â–¼	-0.3%	283,330	1.5%	Communication Services
MPC Marathon Petroleum	$5,585,575	$47,554 â–¼	-0.8%	21,847	1.5%	Energy
GOOG Alphabet	$5,175,848	$49,112 â–¼	-0.9%	14,649	1.4%	Communication Services
CVX Chevron	$4,111,260	$166 â–²	0.0%	24,803	1.1%	Energy
GOOGL Alphabet	$4,102,032	$357 â–²	0.0%	11,478	1.1%	Communication Services
AVGO Broadcom	$3,921,201	$15,488 â–¼	-0.4%	10,380	1.0%	Technology
AFL Aflac	$3,920,563	$1,407 â–²	0.0%	33,438	1.0%	Finance
V Visa	$3,799,755	$1,029 â–¼	0.0%	11,075	1.0%	Finance
BAC Bank of America	$3,739,827	$57 â–²	0.0%	65,634	1.0%	Finance
IWD iShares Russell 1000 Value ETF	$3,683,806	$180,614 â–²	5.2%	15,195	1.0%	ETF
EFV iShares MSCI EAFE Value ETF	$3,667,063	$58,408 â–¼	-1.6%	47,904	1.0%	ETF
BRK.B Berkshire Hathaway	$3,652,847	$8,006 â–¼	-0.2%	7,300	1.0%	Finance
DTE DTE Energy	$3,416,897		0.0%	22,425	0.9%	Utilities
JCI Johnson Controls International	$3,399,947	$95,993 â–¼	-2.7%	23,270	0.9%	Industrials
VTV Vanguard Value ETF	$3,356,524		0.0%	15,402	0.9%	ETF
QQQ Invesco QQQ	$3,334,468	$150,228 â–²	4.7%	4,528	0.9%	ETF
MU Micron Technology	$3,275,875	$33,474 â–²	1.0%	2,838	0.9%	Technology
JNJ Johnson & Johnson	$3,109,871	$76,445 â–¼	-2.4%	12,245	0.8%	Healthcare
ORCL Oracle	$3,085,302	$140,834 â–²	4.8%	21,053	0.8%	Technology
MRK Merck & Co., Inc.	$2,913,692	$135,437 â–¼	-4.4%	22,675	0.8%	Healthcare
ISHARES INTL CTRY ROTATION ACTIVE ETF	$2,768,753	$405,528 â–²	17.2%	75,649	0.7%	ISHA IN CTRY ETF
XOM ExxonMobil	$2,685,981	$126,875 â–¼	-4.5%	19,646	0.7%	Energy
BE Bloom Energy	$2,633,490		0.0%	8,700	0.7%	Industrials
WMB Williams Companies	$2,631,787	$120,059 â–¼	-4.4%	35,402	0.7%	Energy
HBAN Huntington Bancshares	$2,568,115	$52,995 â–¼	-2.0%	144,846	0.7%	Finance
MSI Motorola Solutions	$2,408,950	$831 â–²	0.0%	5,801	0.6%	Technology
CRM Salesforce	$2,390,571	$106,213 â–¼	-4.3%	15,260	0.6%	Technology
OEF iShares S&P 100 ETF	$2,386,657	$92,203 â–²	4.0%	6,523	0.6%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$2,368,216	$429,954 â–²	22.2%	34,822	0.6%	ETF
XLK Technology Select Sector SPDR Fund	$2,315,336	$191 â–²	0.0%	12,153	0.6%	ETF
PM Philip Morris International	$2,302,751		0.0%	12,729	0.6%	Consumer Staples
ALL Allstate	$2,290,261	$22,367 â–²	1.0%	9,625	0.6%	Finance
COP ConocoPhillips	$2,267,748	$91,483 â–¼	-3.9%	21,814	0.6%	Energy
MGK Vanguard Mega Cap Growth ETF	$2,243,035	$1,794,868 â–²	400.5%	25,515	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$2,143,202	$15,682 â–¼	-0.7%	2,870	0.6%	ETF
AEP American Electric Power	$2,099,760		0.0%	15,348	0.6%	Utilities
BP BP	$2,096,806	$2,217 â–²	0.1%	56,747	0.5%	Energy
CB Chubb	$2,061,473	$38,163 â–¼	-1.8%	6,050	0.5%	Finance
IVW iShares S&P 500 Growth ETF	$1,957,252	$258,290 â–²	15.2%	14,231	0.5%	ETF
PANW Palo Alto Networks	$1,933,924		0.0%	5,671	0.5%	Technology
LLY Eli Lilly and Company	$1,922,551	$13,193 â–²	0.7%	1,603	0.5%	Healthcare
ISRG Intuitive Surgical	$1,872,277	$42,949 â–¼	-2.2%	4,708	0.5%	Healthcare
JBHT J.B. Hunt Transport Services	$1,680,821		0.0%	5,807	0.4%	Industrials
XLI Industrial Select Sector SPDR Fund	$1,666,261	$370 â–²	0.0%	8,996	0.4%	ETF
UNP Union Pacific	$1,660,466	$816 â–²	0.0%	6,105	0.4%	Industrials
DTM DT Midstream	$1,645,249		0.0%	11,212	0.4%	Energy
SNOW Snowflake	$1,589,098	$318,380 â–²	25.1%	6,244	0.4%	Technology
PREF Principal Spectrum Preferred Securities Active ETF	$1,546,494	$5,070 â–²	0.3%	81,138	0.4%	ETF
IVE iShares S&P 500 Value ETF	$1,512,182	$137,141 â–²	10.0%	6,660	0.4%	ETF
COUNTERPOINT QUANTATIVE EQUITY ETF	$1,491,616	$1,491,616 â–²	New Holding	28,707	0.4%	COUN QUA EQU ETF
BTO John Hancock Financial Opportunities Fund	$1,478,009	$4,218 â–²	0.3%	37,494	0.4%	Finance
ENFR Alerian Energy Infrastructure ETF	$1,330,871	$51,397 â–¼	-3.7%	34,931	0.3%	ETF
JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)	$1,309,000		0.0%	50,000	0.3%	ORD SHS
COST Costco Wholesale	$1,182,434		0.0%	1,264	0.3%	Consumer Staples
JHMM John Hancock Multifactor Mid Cap ETF	$1,153,942	$1,153,942 â–²	New Holding	15,394	0.3%	ETF
BSX Boston Scientific	$1,145,446	$465,895 â–¼	-28.9%	26,838	0.3%	Healthcare
PG Procter & Gamble	$1,136,579	$28,887 â–¼	-2.5%	7,751	0.3%	Consumer Staples
FV First Trust Dorsey Wright Focus 5 ETF	$1,124,389	$1,138 â–²	0.1%	14,818	0.3%	ETF
IBM International Business Machines	$1,119,249	$844 â–²	0.1%	3,980	0.3%	Technology
CP Canadian Pacific Kansas City	$1,113,915	$75,214 â–¼	-6.3%	12,855	0.3%	Industrials
STIP iShares 0-5 Year TIPS Bond ETF	$1,081,198	$32,999 â–²	3.1%	10,583	0.3%	ETF
VZ Verizon Communications	$1,074,954	$14,226 â–²	1.3%	25,389	0.3%	Communication Services
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF	$1,055,283	$614,998 â–²	139.7%	18,990	0.3%	S&P 500 PREMIUM
TJX TJX Companies	$1,037,682	$1,970 â–²	0.2%	6,849	0.3%	Consumer Discretionary
MO Altria Group	$1,027,316	$2,302 â–²	0.2%	14,278	0.3%	Consumer Staples
NVS Novartis	$1,002,722	$47,017 â–¼	-4.5%	6,398	0.3%	Healthcare
ISCG iShares Morningstar Small-Cap Growth ETF	$994,505	$116,596 â–²	13.3%	15,174	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$952,988	$288,640 â–²	43.4%	5,801	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$948,783		0.0%	2,564	0.2%	ETF
TSLA Tesla	$942,565		0.0%	2,241	0.2%	Consumer Discretionary
THC Tenet Healthcare	$922,679		0.0%	4,932	0.2%	Healthcare
VBK Vanguard Small-Cap Growth ETF	$910,987	$366 â–²	0.0%	2,491	0.2%	ETF
IWM iShares Russell 2000 ETF	$902,568		0.0%	3,004	0.2%	ETF
WCN Waste Connections	$889,625	$134,019 â–¼	-13.1%	5,337	0.2%	Industrials
IWB iShares Russell 1000 ETF	$885,339	$22,932 â–²	2.7%	2,162	0.2%	ETF
FTCS First Trust Capital Strength ETF	$785,020	$94 â–¼	0.0%	8,358	0.2%	ETF
GDV The Gabelli Dividend & Income Trust	$780,642	$8,644 â–²	1.1%	26,552	0.2%	Finance
DAL Delta Air Lines	$772,350	$31,003 â–¼	-3.9%	8,246	0.2%	Industrials
RPM RPM International	$755,770	$4,001 â–²	0.5%	6,800	0.2%	Materials
MA Mastercard	$742,012	$10,784 â–²	1.5%	1,445	0.2%	Finance
CHENIERE ENERGY INCORPORATED COM NEW	$740,828	$239 â–²	0.0%	3,100	0.2%	COM NEW
PGR Progressive	$736,635	$218 â–²	0.0%	3,372	0.2%	Finance
GE VERNOVA INCORPORATED	$711,094	$14,104 â–²	2.0%	605	0.2%	COM
ACV Virtus Diversified Income & Convertible Fund	$702,277	$10,458 â–¼	-1.5%	24,780	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$702,229	$159 â–²	0.0%	4,426	0.2%	ETF
AMT American Tower	$690,872	$10,141 â–²	1.5%	4,224	0.2%	Real Estate

Showing largest 100 holdings. View all holdings.

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Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2026)

About Gilliland Jeter Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2026)

About Gilliland Jeter Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGilliland Jeter Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools