Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2026) About Gilliland Jeter Wealth Management LLCInvestment ActivityGilliland Jeter Wealth Management LLC has $337.58 million in total holdings as of March 31, 2026.Gilliland Jeter Wealth Management LLC owns shares of 184 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 4.96% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Gilliland Jeter Wealth Management LLC has purchased 174 new stocks and bought additional shares in 76 stocks.Gilliland Jeter Wealth Management LLC sold shares of 52 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $28,306,040NVIDIA $26,083,047WALMART INCORPORATED $14,283,256iShares Russell 1000 Growth ETF $10,902,910Vanguard Dividend Appreciation ETF $9,825,516 Largest New Holdings this Quarter 09290C764 - ISHARES INTL CTRY ROTATION ACTIVE ETF $2,076,087 Holding464287101 - iShares S&P 100 ETF $1,994,682 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $576,028 Holding464288109 - iShares Morningstar Value ETF $429,282 Holding38149W622 - GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF $396,467 Holding Largest Purchases this Quarter iShares MSCI EAFE Value ETF 41,811 shares (about $3.11M)ISHARES INTL CTRY ROTATION ACTIVE ETF 64,569 shares (about $2.08M)iShares S&P 100 ETF 6,271 shares (about $1.99M)Huntington Bancshares 88,062 shares (about $1.38M)iShares Core S&P Total U.S. Stock Market ETF 4,044 shares (about $576.03K) Largest Sales this Quarter LAM RESEARCH CORPORATION COM NEW 1,926 shares (about $411.52K)Micron Technology 1,082 shares (about $365.54K)Apple 729 shares (about $185.01K)Crown Castle 2,206 shares (about $179.36K)S&P Global 356 shares (about $151.50K) 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$28,306,040$185,013 ▼-0.6%111,5338.4%Computer and TechnologyNVDANVIDIA$26,083,047$66,272 ▲0.3%149,5597.7%Computer and TechnologyWALMART INCORPORATED$14,283,256$133,352 ▼-0.9%114,9284.2%COMIWFiShares Russell 1000 Growth ETF$10,902,910$5,117 ▲0.0%25,5703.2%ETFVIGVanguard Dividend Appreciation ETF$9,825,516$22,797 ▲0.2%45,6872.9%ETFAMZNAmazon.com$9,156,799$17,495 ▼-0.2%43,9662.7%Retail/WholesaleCATCaterpillar$8,606,691$34,007 ▼-0.4%12,1482.5%IndustrialsTAT&T$8,240,344$128,049 ▼-1.5%284,2482.4%Computer and TechnologyMSFTMicrosoft$7,224,940$75,144 ▼-1.0%19,5182.1%Computer and TechnologyJPMJPMorgan Chase & Co.$6,862,942$69,715 ▼-1.0%23,3312.0%FinanceMETAMeta Platforms$6,716,971$2,861 ▲0.0%11,7402.0%Computer and TechnologyMPCMarathon Petroleum$5,380,049$12,697 ▼-0.2%22,0331.6%EnergyCVXChevron$5,131,439$144,620 ▼-2.7%24,8021.5%EnergyVUGVanguard Growth ETF$5,002,774$12,231 ▲0.2%11,4531.5%ETFLAM RESEARCH CORPORATION COM NEW$4,837,358$411,517 ▼-7.8%22,6401.4%COM NEWIYWiShares U.S. Technology ETF$4,390,294$31,385 ▲0.7%24,2001.3%ManufacturingGOOGAlphabet$4,242,000$1,721 ▼0.0%14,7881.3%Computer and TechnologyIVViShares Core S&P 500 ETF$3,988,274$21,555 ▼-0.5%6,1061.2%ETFAFLAflac$3,667,126$768 ▲0.0%33,4261.1%FinanceEFViShares MSCI EAFE Value ETF$3,618,386$3,108,643 ▲609.8%48,6671.1%ETFBRK.BBerkshire Hathaway$3,505,827$9,105 ▼-0.3%7,3161.0%FinanceXOMExxonMobil$3,490,639$22,226 ▼-0.6%20,5741.0%EnergyVVisa$3,348,323$15,717 ▲0.5%11,0781.0%Business ServicesGOOGLAlphabet$3,300,310$7,764 ▲0.2%11,4771.0%Computer and TechnologyDTEDTE Energy$3,278,9840.0%22,4251.0%UtilitiesAVGOBroadcom$3,225,518$1,548 ▲0.0%10,4211.0%Computer and TechnologyBACBank of America$3,199,618$17,843 ▲0.6%65,6330.9%FinanceJCIJohnson Controls International$3,133,273$15,190 ▼-0.5%23,9270.9%ConstructionIWDiShares Russell 1000 Value ETF$3,087,490$99,996 ▲3.3%14,4500.9%ETFJNJJohnson & Johnson$3,066,771$6,111 ▼-0.2%12,5460.9%MedicalVTVVanguard Value ETF$3,021,8420.0%15,4020.9%ETFCOPConocoPhillips$2,995,640$28,380 ▼-0.9%22,6940.9%EnergyCRMSalesforce$2,975,191$386,039 ▲14.9%15,9380.9%Computer and TechnologyORCLOracle$2,955,713$1,177 ▲0.0%20,0920.9%Computer and TechnologyMRKMerck & Co., Inc.$2,854,314$120 ▼0.0%23,7290.8%MedicalWMBWilliams Companies$2,694,082$28,384 ▼-1.0%37,0170.8%EnergyBPBP$2,664,267$11,139 ▲0.4%56,6870.8%EnergyMSIMotorola Solutions$2,516,509$6,509 ▼-0.3%5,7990.7%Computer and TechnologyQQQInvesco QQQ$2,495,765$404,609 ▲19.3%4,3240.7%FinanceBSXBoston Scientific$2,369,0640.0%37,7540.7%MedicalHBANHuntington Bancshares$2,313,620$1,378,172 ▲147.3%147,8350.7%FinanceISRGIntuitive Surgical$2,220,128$49,787 ▼-2.2%4,8160.7%MedicalPMPhilip Morris International$2,104,565$4,795 ▼-0.2%12,7290.6%Consumer StaplesISHARES INTL CTRY ROTATION ACTIVE ETF$2,076,087$2,076,087 ▲New Holding64,5690.6%ISHARES INTL CTRAEPAmerican Electric Power$2,011,8160.0%15,3480.6%UtilitiesCBChubb$2,008,270$19,229 ▼-0.9%6,1620.6%FinanceOEFiShares S&P 100 ETF$1,994,682$1,994,682 ▲New Holding6,2710.6%ETFALLAllstate$1,976,207$7,672 ▼-0.4%9,5310.6%FinanceSPYSPDR S&P 500 ETF Trust$1,879,820$86,481 ▲4.8%2,8910.6%FinanceMGKVanguard Mega Cap Growth ETF$1,873,237$1,837 ▲0.1%5,0980.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,658,144$56,784 ▲3.5%28,5000.5%ETFXLKTechnology Select Sector SPDR Fund$1,615,0340.0%12,1520.5%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,522,012$50,249 ▲3.4%80,8720.5%ETFDTMDT Midstream$1,509,9200.0%11,2120.4%EnergyUNPUnion Pacific$1,480,502$728 ▲0.0%6,1020.4%TransportationLLYEli Lilly and Company$1,464,706$13,801 ▲1.0%1,5920.4%MedicalXLIIndustrial Select Sector SPDR Fund$1,454,606$323 ▲0.0%8,9940.4%ETFIVWiShares S&P 500 Growth ETF$1,397,275$329,948 ▲30.9%12,3530.4%ETFENFRAlerian Energy Infrastructure ETF$1,386,259$33,281 ▼-2.3%36,2800.4%ETFBTOJohn Hancock Financial Opportunities Fund$1,341,072$40,103 ▲3.1%37,3870.4%FinanceIVEiShares S&P 500 Value ETF$1,278,771$166,815 ▲15.0%6,0560.4%ETFCOSTCostco Wholesale$1,259,4880.0%1,2640.4%Retail/WholesaleVZVerizon Communications$1,257,661$17,721 ▲1.4%25,0530.4%Computer and TechnologyJBHTJ.B. Hunt Transport Services$1,230,577$21,615 ▼-1.7%5,8070.4%TransportationBEBloom Energy$1,178,7630.0%8,7000.3%EnergyPGProcter & Gamble$1,147,940$8,377 ▼-0.7%7,9480.3%Consumer StaplesTJXTJX Companies$1,091,724$7,825 ▼-0.7%6,8360.3%Retail/WholesaleCPCanadian Pacific Kansas City$1,079,487$79 ▲0.0%13,7230.3%TransportationSTIPiShares 0-5 Year TIPS Bond ETF$1,061,150$37,233 ▲3.6%10,2600.3%ETFNVSNovartis$1,023,146$8,401 ▼-0.8%6,6980.3%MedicalWCNWaste Connections$997,544$19,168 ▼-1.9%6,1410.3%Business ServicesIBMInternational Business Machines$963,952$970 ▲0.1%3,9770.3%Computer and TechnologyARAntero Resources$950,0190.0%22,3850.3%EnergyMUMicron Technology$948,993$365,543 ▼-27.8%2,8090.3%Computer and TechnologyJAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)$947,0000.0%50,0000.3%ORD SHSMOAltria Group$940,100$594 ▼-0.1%14,2460.3%Consumer StaplesTHCTenet Healthcare$930,7180.0%4,9320.3%MedicalPANWPalo Alto Networks$909,175$44,890 ▼-4.7%5,6710.3%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$894,642$786 ▲0.1%14,8030.3%ManufacturingCHENIERE ENERGY INCORPORATED COM NEW$879,425$90,809 ▲11.5%3,0990.3%COM NEWTSLATesla$833,092$127,510 ▲18.1%2,2410.2%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$822,5570.0%2,5640.2%ETFFTCSFirst Trust Capital Strength ETF$775,369$2,783 ▼-0.4%8,3590.2%ETFQUALiShares MSCI USA Quality Factor ETF$773,178$86,505 ▲12.6%4,0310.2%ETFSNOWSnowflake$753,044$143,430 ▲23.5%4,9930.2%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$752,534$604 ▲0.1%2,4900.2%ETFIWBiShares Russell 1000 ETF$750,947$341,242 ▲83.3%2,1060.2%ETFIWMiShares Russell 2000 ETF$745,0030.0%3,0040.2%FinanceISCGiShares Morningstar Small-Cap Growth ETF$734,021$64,497 ▲9.6%13,3950.2%ETFAMTAmerican Tower$718,325$690 ▲0.1%4,1620.2%FinanceMAMastercard$711,7460.0%1,4240.2%Business ServicesGDVThe Gabelli Dividend & Income Trust$707,118$8,106 ▲1.2%26,2580.2%Financial ServicesRPMRPM International$672,315$3,379 ▲0.5%6,7640.2%Basic MaterialsPGRProgressive$668,268$25,969 ▲4.0%3,3710.2%FinanceNSCNorfolk Southern$651,186$12,915 ▼-1.9%2,2690.2%TransportationXLVHealth Care Select Sector SPDR Fund$648,782$147 ▲0.0%4,4250.2%ETFPFEPfizer$632,601$870 ▲0.1%22,5290.2%MedicalCOFCapital One Financial$618,300$1,460 ▲0.2%3,3890.2%FinanceDVNDevon Energy$617,476$654 ▼-0.1%12,2710.2%EnergyACVVirtus Diversified Income & Convertible Fund$611,113$1,239 ▲0.2%25,1490.2%Financial ServicesShowing 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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