Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $296 Billion
  • Q4 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.4B, Nvidia Corp with a value of $20.4B, Walmart Inc. with a value of $11.2B, Ishares Russell 1000 Gr ETF with a value of $10.4B, and Amazon Com Inc with a value of $10.2B.

Examining the 13F form we can see an decrease of $13.3B in the current position value, from $310B to 296B.

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 $296 Billion
Technology: $83.4 Billion
ETFs: $58 Billion
Financial Services: $37.8 Billion
Healthcare: $22.3 Billion
Communication Services: $20.5 Billion
Energy: $20.5 Billion
Consumer Defensive: $16.6 Billion
Consumer Cyclical: $14 Billion
Other: $21.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$31.4 Billion 10.59% of portfolio
125,309
Q4 2024 Reduced 1.34%
$291B
$20.4 Billion 6.89% of portfolio
151,971
Q4 2024 Added 3.03%
$270B
$11.2 Billion 3.77% of portfolio
123,547
Q4 2024 Reduced 0.22%
$0
$10.4 Billion 3.51% of portfolio
25,912
Q4 2024 Added 0.02%
$2.42T
$10.2 Billion 3.43% of portfolio
46,297
Q4 2024 Reduced 0.61%
$3.06T
$9.73 Billion 3.28% of portfolio
23,088
Q4 2024 Reduced 0.13%
$0
$9.1 Billion 3.07% of portfolio
46,489
Q4 2024 Added 1.48%
$173B
$6.39 Billion 2.16% of portfolio
280,636
Q4 2024 Reduced 0.13%
$1.55T
$6.28 Billion 2.12% of portfolio
10,730
Q4 2024 Reduced 3.2%
$783B
$6.07 Billion 2.05% of portfolio
25,324
Q4 2024 Added 0.25%
$191B
$4.77 Billion 1.61% of portfolio
13,154
Q4 2024 Reduced 0.05%
$0
$4.65 Billion 1.57% of portfolio
11,319
Q4 2024 Added 1.3%
$339B
$4.17 Billion 1.41% of portfolio
12,463
Q4 2024 Reduced 2.66%
$0
$3.84 Billion 1.3% of portfolio
24,086
Q4 2024 Reduced 1.09%
$79B
$3.69 Billion 1.25% of portfolio
7,992
Q4 2024 Reduced 0.58%
$292B
$3.68 Billion 1.24% of portfolio
25,390
Q4 2024 Reduced 2.67%
$455B
$3.65 Billion 1.23% of portfolio
21,878
Q4 2024 Reduced 0.03%
$148B
$3.62 Billion 1.22% of portfolio
40,576
Q4 2024 Reduced 2.22%
$610B
$3.58 Billion 1.21% of portfolio
7,906
Q4 2024 Reduced 0.7%
$67.4B
$3.6 Billion 1.21% of portfolio
34,773
Q4 2024 Reduced 0.07%
$73.3B
$3.59 Billion 1.21% of portfolio
25,709
Q4 2024 Added 0.94%
$565B
$3.58 Billion 1.21% of portfolio
11,315
Q4 2024 Added 0.07%
$88.2B
$3.2 Billion 1.08% of portfolio
13,822
Q4 2024 Added 0.6%
$253B
$2.98 Billion 1.01% of portfolio
29,932
Q4 2024 Reduced 5.17%
$371B
$2.89 Billion 0.97% of portfolio
65,681
Q4 2024 Reduced 0.09%
$0
$2.75 Billion 0.93% of portfolio
4,678
Q4 2024 Added 17.95%
$23.4B
$2.71 Billion 0.91% of portfolio
22,425
Q4 2023 New
$446B
$2.64 Billion 0.89% of portfolio
24,537
Q4 2024 Reduced 0.17%
$204B
$2.62 Billion 0.88% of portfolio
5,020
Q4 2024 Reduced 0.38%
$0
$2.61 Billion 0.88% of portfolio
15,402
Q4 2023 New
$5.53B
$2.36 Billion 0.8% of portfolio
12,723
Q4 2024 Reduced 0.78%
$125B
$2.38 Billion 0.8% of portfolio
24,035
Q4 2024 Added 7.34%
$0
$2.38 Billion 0.8% of portfolio
12,871
Q4 2024 Reduced 0.63%
$53B
$2.31 Billion 0.78% of portfolio
29,259
Q4 2024 Reduced 2.11%
$1.22T
$2.24 Billion 0.76% of portfolio
11,847
Q4 2024 Added 0.04%
$513B
$2.18 Billion 0.74% of portfolio
4,319
Q4 2024 Reduced 1.73%
$68.5B
$2.16 Billion 0.73% of portfolio
39,873
Q4 2024 Reduced 0.33%
$397B
$1.85 Billion 0.62% of portfolio
12,771
Q4 2024 Reduced 2.07%
$114B
$1.83 Billion 0.62% of portfolio
6,635
Q4 2024 Reduced 1.54%
$94.6B
$1.78 Billion 0.6% of portfolio
60,226
Q4 2024 Reduced 3.22%
$0
$1.76 Billion 0.6% of portfolio
3,010
Q4 2024 Added 0.97%
$0
$1.74 Billion 0.59% of portfolio
5,073
Q4 2024 Added 0.14%
$0
$1.63 Billion 0.55% of portfolio
6,991
Q3 2024 Added 0.01%
$51.9B
$1.63 Billion 0.55% of portfolio
8,447
Q4 2024 Reduced 1.41%
$202B
$1.58 Billion 0.53% of portfolio
13,113
Q4 2024 Reduced 8.7%
$149B
$1.58 Billion 0.53% of portfolio
6,929
Q4 2024 Reduced 0.03%
$0
$1.47 Billion 0.5% of portfolio
79,132
Q4 2024 Reduced 2.42%
$51.1B
$1.42 Billion 0.48% of portfolio
15,348
Q4 2023 New
$400B
$1.38 Billion 0.47% of portfolio
8,245
Q4 2024 Added 1.68%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $296 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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