Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $283 Billion
  • Q1 2025

Gilliland Jeter Wealth Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8B, Nvidia Corp with a value of $17B, Walmart Inc. with a value of $10.7B, Ishares Russell 1000 Gr ETF with a value of $9.48B, and Vanguard Dividend Appreciation with a value of $8.85B.

Examining the 13F form we can see an decrease of $13.4B in the current position value, from $296B to 283B.

Gilliland Jeter Wealth Management LLC is based out at Little Rock, AR

Below you can find more details about Gilliland Jeter Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
Technology: $69.9 Billion
ETFs: $54.9 Billion
Financial Services: $37.8 Billion
Healthcare: $22.2 Billion
Energy: $22 Billion
Communication Services: $20.8 Billion
Consumer Defensive: $16.8 Billion
Industrials: $12.9 Billion
Other: $21.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$26.8 Billion 9.49% of portfolio
120,834
Q1 2025 Reduced 3.57%
$271B
$17 Billion 6.02% of portfolio
157,085
Q1 2025 Added 3.37%
$264B
$10.7 Billion 3.77% of portfolio
121,622
Q1 2025 Reduced 1.56%
$0
$9.48 Billion 3.35% of portfolio
26,257
Q1 2025 Added 1.33%
$0
$8.85 Billion 3.13% of portfolio
45,633
Q1 2025 Reduced 1.84%
$1.88T
$8.72 Billion 3.08% of portfolio
45,832
Q1 2025 Reduced 1.0%
$197B
$8.19 Billion 2.9% of portfolio
289,708
Q1 2025 Added 3.23%
$2.95T
$7.99 Billion 2.83% of portfolio
21,289
Q1 2025 Reduced 7.79%
$1.25T
$6.11 Billion 2.16% of portfolio
10,602
Q1 2025 Reduced 1.19%
$718B
$6.08 Billion 2.15% of portfolio
24,793
Q1 2025 Reduced 2.1%
$266B
$4.25 Billion 1.5% of portfolio
25,405
Q1 2025 Added 0.06%
$0
$4.21 Billion 1.49% of portfolio
11,347
Q1 2025 Added 0.25%
$163B
$4.21 Billion 1.49% of portfolio
12,779
Q1 2025 Reduced 2.85%
$694B
$4.21 Billion 1.49% of portfolio
7,906
Q4 2024 Reduced 0.7%
$147B
$3.98 Billion 1.41% of portfolio
39,481
Q1 2025 Reduced 2.7%
$565B
$3.87 Billion 1.37% of portfolio
11,031
Q1 2025 Reduced 2.51%
$68.5B
$3.45 Billion 1.22% of portfolio
23,653
Q1 2025 Reduced 8.0%
$269B
$3.3 Billion 1.17% of portfolio
12,283
Q1 2025 Reduced 1.44%
$73.5B
$3.16 Billion 1.12% of portfolio
7,209
Q1 2025 Reduced 9.8%
$0
$3.12 Billion 1.1% of portfolio
22,186
Q1 2025 Reduced 7.89%
$26.5B
$3.1 Billion 1.1% of portfolio
22,425
Q4 2023 New
$379B
$2.99 Billion 1.06% of portfolio
21,368
Q1 2025 Reduced 2.33%
$440B
$2.89 Billion 1.02% of portfolio
24,321
Q1 2025 Reduced 0.88%
$320B
$2.74 Billion 0.97% of portfolio
65,763
Q1 2025 Added 0.12%
$979B
$2.69 Billion 0.95% of portfolio
17,199
Q1 2025 Reduced 10.38%
$0
$2.7 Billion 0.95% of portfolio
4,805
Q1 2025 Added 2.71%
$0
$2.66 Billion 0.94% of portfolio
15,402
Q4 2023 New
$216B
$2.54 Billion 0.9% of portfolio
28,294
Q1 2025 Reduced 5.47%
$113B
$2.53 Billion 0.89% of portfolio
24,043
Q1 2025 Added 0.03%
$0
$2.49 Billion 0.88% of portfolio
13,258
Q1 2025 Added 3.01%
$182B
$2.46 Billion 0.87% of portfolio
4,970
Q1 2025 Reduced 1.0%
$71.4B
$2.34 Billion 0.83% of portfolio
39,197
Q1 2025 Reduced 1.7%
$409B
$2.14 Billion 0.76% of portfolio
12,931
Q1 2025 Added 1.25%
$57.8B
$2.16 Billion 0.76% of portfolio
27,002
Q1 2025 Reduced 7.71%
$78B
$2.06 Billion 0.73% of portfolio
12,314
Q1 2025 Reduced 10.91%
$385B
$2.07 Billion 0.73% of portfolio
3,944
Q1 2025 Reduced 8.68%
$84.2B
$2.05 Billion 0.72% of portfolio
60,527
Q1 2025 Added 0.5%
$4.56B
$2.02 Billion 0.72% of portfolio
12,708
Q1 2025 Reduced 0.12%
$266B
$2.04 Billion 0.72% of portfolio
12,848
Q1 2025 Reduced 2.02%
$119B
$2 Billion 0.71% of portfolio
6,617
Q1 2025 Reduced 0.27%
Lam Research Corporation Com New
-
$1.92 Billion 0.68% of portfolio
-
Q1 2025 New
$957B
$1.83 Billion 0.65% of portfolio
11,851
Q1 2025 Added 0.03%
$53.6B
$1.75 Billion 0.62% of portfolio
8,430
Q1 2025 Reduced 0.2%
$0
$1.71 Billion 0.6% of portfolio
3,056
Q1 2025 Added 1.53%
$55.7B
$1.68 Billion 0.59% of portfolio
15,348
Q4 2023 New
$0
$1.57 Billion 0.55% of portfolio
5,079
Q1 2025 Added 0.12%
$133B
$1.51 Billion 0.54% of portfolio
6,411
Q1 2025 Reduced 7.48%
$0
$1.47 Billion 0.52% of portfolio
78,693
Q1 2025 Reduced 0.55%
$0
$1.46 Billion 0.52% of portfolio
7,076
Q1 2025 Added 1.22%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $283 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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