Gilliland Jeter Wealth Management LLC Top Holdings and 13F Report (2024)

About Gilliland Jeter Wealth Management LLC

Investment Activity

  • Gilliland Jeter Wealth Management LLC has $241.80 million in total holdings as of December 31, 2023.
  • Gilliland Jeter Wealth Management LLC owns shares of 164 different stocks, but just 63 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple
$26,737,745
Microsoft
$9,050,481
NVIDIA
$7,743,188

Sector Allocation

Map of 500 Largest Holdings ofGilliland Jeter Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$26,737,745138,87611.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$9,050,48124,0683.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,743,18815,6363.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,583,88625,0153.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,487,94043,9433.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,304,06048,0723.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$6,687,83342,4222.8%Retail/Wholesale
AT&T Inc. stock logo
T
AT&T
$4,454,277265,4521.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,194,78011,8511.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,074,56623,9541.7%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,983,94213,4741.6%Industrial Products
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$3,799,24725,6081.6%Oils/Energy
Salesforce, Inc. stock logo
CRM
Salesforce
$3,527,39213,4051.5%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,425,05111,0171.4%ETF
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$3,369,41116,5631.4%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,349,84930,7271.4%Medical
Chevron Co. stock logo
CVX
Chevron
$3,107,52720,8341.3%Oils/Energy
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$3,026,19624,6531.3%Manufacturing
Visa Inc. stock logo
V
Visa
$2,940,24411,2931.2%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$2,866,36820,3391.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$2,865,85734,7381.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,819,7547,9061.2%Finance
ConocoPhillips stock logo
COP
ConocoPhillips
$2,661,59322,9311.1%Energy
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$2,544,4078,1271.1%Computer and Technology
Home Bancshares, Inc. (Conway, AR) stock logo
HOMB
Home Bancshares, Inc. (Conway, AR)
$2,477,57897,8121.0%Finance
DTE Energy stock logo
DTE
DTE Energy
$2,472,58122,4251.0%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,467,33115,7421.0%Medical
BP p.l.c. stock logo
BP
BP
$2,446,23069,1031.0%Oils/Energy
Bank of America Co. stock logo
BAC
Bank of America
$2,338,43869,4521.0%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,302,57615,4021.0%ETF
Boston Scientific Co. stock logo
BSX
Boston Scientific
$2,276,61639,3810.9%Medical
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$2,181,52737,8470.9%Industrial Products
Oracle Co. stock logo
ORCL
Oracle
$2,100,93919,9270.9%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,096,4503,9820.9%Medical
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$2,072,87512,5440.9%ETF
Lam Research Co. stock logo
LRCX
Lam Research
$2,017,3592,5760.8%Computer and Technology
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$1,802,73618,2850.7%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,789,0577,2840.7%Transportation
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,670,2694,9510.7%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,666,9241,4930.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,652,81211,8320.7%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,610,55916,1090.7%Oils/Energy
Keysight Technologies, Inc. stock logo
KEYS
Keysight Technologies
$1,534,7419,6470.6%Computer and Technology
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$1,504,52685,9240.6%ETF
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$1,434,10441,1740.6%Oils/Energy
Devon Energy Co. stock logo
DVN
Devon Energy
$1,429,74631,5620.6%Oils/Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,427,8743,0040.6%Finance
Chubb Limited stock logo
CB
Chubb
$1,408,4526,2320.6%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,363,5077,0840.6%ETF
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,353,32917,1180.6%Transportation
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,310,6115,0500.5%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,251,13113,2990.5%Consumer Staples
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,246,56515,3480.5%Utilities
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$1,233,1046,1740.5%Transportation
The Allstate Co. stock logo
ALL
Allstate
$1,228,3428,7750.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,198,1582,5090.5%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,189,5048,1170.5%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,179,04031,2740.5%Computer and Technology
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$1,145,2902,2400.5%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$1,132,9782,5720.5%Business Services
John Hancock Financial Opportunities Fund stock logo
BTO
John Hancock Financial Opportunities Fund
$1,092,40836,3170.5%Finance
Pioneer Natural Resources stock logo
PXD
Pioneer Natural Resources
$1,089,3844,8440.5%Oils/Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,046,5293,5490.4%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,045,7909,1740.4%ETF
Iridium Communications Inc. stock logo
IRDM
Iridium Communications
$1,031,96425,0720.4%Computer and Technology
Waste Connections, Inc. stock logo
WCN
Waste Connections
$986,2276,6070.4%Business Services
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$986,1424,2620.4%Medical
Cadence Bank stock logo
CADE
Cadence Bank
$985,51733,3060.4%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$977,0663,5690.4%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$961,89433,4110.4%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$950,31110,1300.4%Retail/Wholesale
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$929,62673,0840.4%Finance
Bank OZK stock logo
OZK
Bank OZK
$918,39818,4310.4%Finance
STERIS plc stock logo
STE
STERIS
$895,8204,0750.4%Medical
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$869,5299,9180.4%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$833,6381,9550.3%Business Services
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$824,45210,3000.3%ETF
Blackstone Inc. stock logo
BX
Blackstone
$815,9286,2320.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$813,5462,3480.3%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$806,6181,2220.3%Consumer Defensive
ALLETE, Inc. stock logo
ALE
ALLETE
$800,95113,0960.3%Utilities
Simmons First National Co. stock logo
SFNC
Simmons First National
$787,48539,6920.3%Finance
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$756,40114,6730.3%Manufacturing
RPM International Inc. stock logo
RPM
RPM International
$741,9016,6460.3%Construction
The Progressive Co. stock logo
PGR
Progressive
$726,2254,5590.3%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$683,5954,3480.3%Transportation
Raymond James stock logo
RJF
Raymond James
$674,2556,0470.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$672,6901,1540.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$663,0884,0540.3%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$639,2074,6870.3%ETF
DT Midstream, Inc. stock logo
DTM
DT Midstream
$614,41811,2120.3%Energy
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$607,7814,7320.3%Financial Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$602,1303,0000.2%Finance
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$586,1042,4240.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$577,90014,3260.2%Consumer Staples
Micron Technology, Inc. stock logo
MU
Micron Technology
$555,1376,5050.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$543,2917690.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$542,1111,3240.2%Finance
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$529,3952,2400.2%Transportation
Markel Group Inc. stock logo
MKL
Markel Group
$526,7833710.2%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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