Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2026) About Gilliland Jeter Wealth Management LLCInvestment ActivityGilliland Jeter Wealth Management LLC has $395.31 million in total holdings as of September 30, 2026.Gilliland Jeter Wealth Management LLC owns shares of 193 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 1.71% of the portfolio was sold this quarter.This quarter, Gilliland Jeter Wealth Management LLC has purchased 195 new stocks and bought additional shares in 81 stocks.Gilliland Jeter Wealth Management LLC sold shares of 62 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $35,983,676NVIDIA $34,141,315iShares Russell 1000 Growth ETF $12,869,603WALMART INCORPORATED $11,836,031Vanguard Dividend Appreciation ETF $10,664,772 Largest New Holdings this Quarter 47103U845 - Janus Henderson AAA CLO ETF $594,839 Holding02072L714 - EA Bridgeway Blue Chip ETF $240,738 Holding110122108 - Bristol Myers Squibb $208,334 Holding80004C200 - SANDISK CORPORATION $200,087 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 6,667 shares (about $1.01M)Bloom Energy 2,865 shares (about $793.55K)COUNTERPOINT QUANTATIVE EQUITY ETF 12,167 shares (about $628.91K)Janus Henderson AAA CLO ETF 11,786 shares (about $594.84K)ISHARES LARGE CAP CORE ACTIVE ETF 9,761 shares (about $477.90K) Largest Sales this Quarter iShares S&P 100 ETF 969 shares (about $370.25K)Boston Scientific 7,554 shares (about $329.73K)Apple 953 shares (about $317.37K)Amazon.com 729 shares (about $181.63K)Marathon Petroleum 426 shares (about $168.45K) 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$35,983,676$317,367 ▼-0.9%108,0539.1%TechnologyNVDANVIDIA$34,141,315$124,011 ▼-0.4%149,4938.6%TechnologyIWFiShares Russell 1000 Growth ETF$12,869,603$7,641 ▼-0.1%102,7433.3%ETFWALMART INCORPORATED$11,836,031$109,843 ▼-0.9%113,8963.0%COMVIGVanguard Dividend Appreciation ETF$10,664,772$21,231 ▼-0.2%45,7112.7%ETFAMZNAmazon.com$10,578,909$181,630 ▼-1.7%42,4602.7%Consumer DiscretionaryCATCaterpillar$9,844,955$7,297 ▼-0.1%12,1422.5%IndustrialsMSFTMicrosoft$9,807,023$37,954 ▼-0.4%19,1212.5%TechnologyMETAMeta Platforms$8,530,404$90,649 ▼-1.1%11,7632.2%Communication ServicesMPCMarathon Petroleum$8,470,166$168,446 ▼-1.9%21,4212.1%EnergyJPMJPMorgan Chase & Co.$7,580,327$34,737 ▼-0.5%22,9131.9%FinanceLAM RESEARCH CORPORATION COM NEW$7,477,960$38,108 ▲0.5%22,7631.9%COM NEWTAT&T$6,764,397$148,865 ▼-2.2%277,2291.7%Communication ServicesIVViShares Core S&P 500 ETF$6,601,949$235,893 ▲3.7%8,6201.7%ETFIYWiShares U.S. Technology ETF$6,458,275$19,338 ▲0.3%24,3801.6%ETFVUGVanguard Growth ETF$6,200,207$10,002 ▼-0.2%68,8071.6%ETFCVXChevron$5,077,329$12,253 ▲0.2%24,8631.3%EnergyGOOGAlphabet$4,982,648$8,859 ▼-0.2%14,6231.3%Communication ServicesVVisa$3,945,569$34,137 ▼-0.9%10,9801.0%FinanceGOOGLAlphabet$3,942,442$6,882 ▼-0.2%11,4581.0%Communication ServicesEFViShares MSCI EAFE Value ETF$3,911,982$120,847 ▲3.2%49,4311.0%ETFIWDiShares Russell 1000 Value ETF$3,769,180$1,983 ▲0.1%15,2031.0%ETFAFLAflac$3,727,349$10,396 ▼-0.3%33,3450.9%FinanceAVGOBroadcom$3,646,979$1,756 ▲0.0%10,3850.9%TechnologyBRK.BBerkshire Hathaway$3,635,0350.0%7,3000.9%FinanceQQQInvesco QQQ$3,615,344$265,584 ▲7.9%4,8870.9%ETFBACBank of America$3,575,945$3,484 ▲0.1%65,6980.9%FinanceJCIJohnson Controls International$3,434,756$24,379 ▼-0.7%23,1060.9%IndustrialsCRMSalesforce$3,434,584$68,641 ▼-2.0%14,9610.9%TechnologyVTVVanguard Value ETF$3,328,0310.0%15,4020.8%ETFMRKMerck & Co., Inc.$3,286,041$8,864 ▼-0.3%22,6140.8%HealthcareJNJJohnson & Johnson$3,231,817$9,795 ▼-0.3%12,2080.8%HealthcareBEBloom Energy$3,203,274$793,548 ▲32.9%11,5650.8%IndustrialsISHARES INTL CTRY ROTATION ACTIVE ETF$3,111,924$362,082 ▲13.2%85,6100.8%ISHA IN CTRY ETFMUMicron Technology$3,038,759$15,977 ▲0.5%2,8530.8%TechnologyORCLOracle$2,892,360$1,785 ▲0.1%21,0660.7%TechnologyDTEDTE Energy$2,731,3650.0%22,4250.7%UtilitiesCOPConocoPhillips$2,730,744$751 ▲0.0%21,8200.7%EnergyDYNFiShares U.S. Equity Factor Rotation Active ETF$2,715,700$303,915 ▲12.6%39,2100.7%ETFMSIMotorola Solutions$2,588,873$1,784 ▲0.1%5,8050.7%TechnologyBPBP$2,448,893$47,421 ▼-1.9%55,6690.6%EnergyPMPhilip Morris International$2,428,8920.0%12,7290.6%Consumer StaplesWMBWilliams Companies$2,397,527$8,768 ▼-0.4%35,2730.6%EnergyMGKVanguard Mega Cap Growth ETF$2,365,938$1,946 ▲0.1%25,5360.6%ETFXLKTechnology Select Sector SPDR Fund$2,320,255$58,726 ▼-2.5%11,8530.6%ETFIVWiShares S&P 500 Growth ETF$2,311,535$287,075 ▲14.2%16,2490.6%ETFPANWPalo Alto Networks$2,253,1450.0%5,6710.6%TechnologySPYSPDR S&P 500 ETF Trust$2,202,812$13,729 ▲0.6%2,8880.6%ETFHBANHuntington Bancshares$2,191,165$19,182 ▼-0.9%143,5890.6%FinanceALLAllstate$2,157,823$22,408 ▲1.0%9,7260.5%FinanceOEFiShares S&P 100 ETF$2,122,181$370,254 ▼-14.9%5,5540.5%ETFSNOWSnowflake$2,114,101$6,112 ▼-0.3%6,2260.5%TechnologyCOUNTERPOINT QUANTATIVE EQUITY ETF$2,112,777$628,912 ▲42.4%40,8740.5%COUN QUA EQU ETFISRGIntuitive Surgical$1,955,077$40,663 ▲2.1%4,8080.5%HealthcareCBChubb$1,910,591$57,246 ▼-2.9%5,8740.5%FinanceAEPAmerican Electric Power$1,820,8870.0%15,3480.5%UtilitiesLLYEli Lilly and Company$1,808,885$46,293 ▼-2.5%1,5630.5%HealthcareUNPUnion Pacific$1,654,483$6,803 ▼-0.4%6,0800.4%IndustrialsXLIIndustrial Select Sector SPDR Fund$1,520,580$18,369 ▲1.2%9,1060.4%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,493,965$5,083 ▲0.3%81,4150.4%ETFIVEiShares S&P 500 Value ETF$1,453,370$66,882 ▼-4.4%6,3670.4%ETFBTOJohn Hancock Financial Opportunities Fund$1,349,498$4,198 ▲0.3%37,6110.3%FinanceDTMDT Midstream$1,339,4980.0%11,2120.3%EnergyJBHTJ.B. Hunt Transport Services$1,301,1360.0%5,8070.3%IndustrialsENFRAlerian Energy Infrastructure ETF$1,274,211$6,011 ▼-0.5%34,7670.3%ETFJAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)$1,265,5000.0%50,0000.3%ORD SHSTHCTenet Healthcare$1,260,4220.0%4,9320.3%HealthcareJHMMJohn Hancock Multifactor Mid Cap ETF$1,258,050$157,372 ▲14.3%17,5950.3%ETFSPACE EXPLORATION TECHN CORPORATION CLASS A COM STK$1,232,828$1,005,784 ▲443.0%8,1720.3%CLASS A COM STKVZVerizon Communications$1,180,653$16,055 ▲1.4%25,7390.3%Communication ServicesCOSTCostco Wholesale$1,157,952$7,283 ▲0.6%1,2720.3%Consumer StaplesPGProcter & Gamble$1,106,687$19,321 ▼-1.7%7,6180.3%Consumer StaplesFVFirst Trust Dorsey Wright Focus 5 ETF$1,087,5670.0%14,8180.3%ETFCPCanadian Pacific Kansas City$1,084,538$9,446 ▼-0.9%12,7440.3%IndustrialsGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$1,064,079$3,852 ▲0.4%19,0590.3%S&P 500 PREMIUMSTIPiShares 0-5 Year TIPS Bond ETF$1,057,620$2,493 ▲0.2%10,6080.3%ETFPALANTIR TECHNOLOGIES INCORPORATED CLASS A$1,038,876$73,324 ▲7.6%5,5540.3%CL AISCGiShares Morningstar Small-Cap Growth ETF$1,037,080$108,773 ▲11.7%16,9520.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$963,995$665 ▼-0.1%5,7970.2%ETFMOAltria Group$963,552$2,088 ▲0.2%14,3090.2%Consumer StaplesVTIVanguard Total Stock Market ETF$957,306$2,245 ▼-0.2%2,5580.2%ETFISHARES LARGE CAP CORE ACTIVE ETF$923,830$477,901 ▲107.2%18,8690.2%ISHA LA CORE ETFTJXTJX Companies$907,533$1,323 ▲0.1%6,8590.2%Consumer DiscretionaryNVSNovartis$901,780$10,408 ▼-1.1%6,3250.2%HealthcareIWBiShares Russell 1000 ETF$897,592$2,081 ▼-0.2%2,1570.2%ETFIBMInternational Business Machines$876,212$880 ▲0.1%3,9840.2%TechnologyTSLATesla$847,996$52,867 ▲6.6%2,3900.2%Consumer DiscretionaryVBKVanguard Small-Cap Growth ETF$841,952$338 ▲0.0%2,4920.2%ETFBSXBoston Scientific$841,747$329,732 ▼-28.1%19,2840.2%HealthcareIWMiShares Russell 2000 ETF$834,7990.0%3,0040.2%ETFCHENIERE ENERGY INCORPORATED COM NEW$828,323$5,649 ▼-0.7%3,0790.2%COM NEWWCNWaste Connections$813,520$8,004 ▼-1.0%5,2850.2%IndustrialsSKYYFirst Trust Cloud Computing ETF$795,8160.0%4,8530.2%ETFMAMastercard$795,749$1,103 ▼-0.1%1,4430.2%FinanceBTHMBlackRock Future U.S. Themes ETF$779,151$172,710 ▲28.5%17,7160.2%ETFFTCSFirst Trust Capital Strength ETF$777,012$7,414 ▼-0.9%8,2790.2%ETFGLOBAL X DEFENSE TECH ETF$772,629$231,488 ▲42.8%12,8600.2%DEFENSE TECH ETFGDVThe Gabelli Dividend & Income Trust$759,489$8,345 ▲1.1%26,8470.2%FinanceXLVHealth Care Select Sector SPDR Fund$745,542$168 ▲0.0%4,4270.2%ETFDEDeere & Company$706,561$3,358 ▲0.5%1,0520.2%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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