Gilliland Jeter Wealth Management LLC Reduced Holdings in Q3 2024

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4
- 0.36%
$283.28 - $314.39 $1.13K - $1.26K
1.1K $317M
AXP
American Express CO

Financial Services
-37
- 4.65%
$225.92 - $271.17 $8.36K - $10K
759 $173M
SLI
Standard Lithium Ltd.

Basic Materials
-6.99K
- 56.4%
$1.1 - $1.69 $7.68K - $11.8K
5.4K $6.37M
ET
Energy Transfer LP

Energy
-482
- 18.87%
$15.43 - $16.44 $7.44K - $7.92K
2.07K $32.6M
FANG
Diamondback Energy, Inc.

Energy
-20
- 0.87%
$168.46 - $210.94 $3.37K - $4.22K
2.27K $450M
OEF
Ishares S&P 100 ETF

ETFs
-28
- 43.08%
$266.03 - $266.03 $7.45K - $7.45K
37 $9.15M
CACI
Caci International Inc

Technology
-12
- 24.0%
$427.76 - $427.76 $5.13K - $5.13K
38 $14.4M
CNP
Centerpoint Energy Inc

Utilities
-17
- 0.64%
$25.63 - $30.55 $436 - $519
2.63K $74.9M
FIS
Fidelity National Information Services, Inc.

Technology
-9
- 0.2%
$72.8 - $85.04 $655 - $765
4.57K $339M
MMM
3 M CO

Industrials
-57
- 21.35%
$99.69 - $139.42 $5.68K - $7.95K
210 $22.3M
XLF
Financial Sector Spdr

ETFs
-134
- 11.72%
$40.84 - $45.74 $5.47K - $6.13K
1.01K $42.5M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-161
- 1.86%
$9.89 - $11.43 $1.59K - $1.84K
8.49K $84.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
-20
- 60.61%
$241.93 - $282.86 $4.84K - $5.66K
13 $3.79M
WRK
West Rock CO

Consumer Cyclical
-4
- 0.08%
$0.0 - $51.51 $0 - $206
5.12K $253M
CBRE
Cbre Group, Inc.

Real Estate
-58
- 33.92%
$85.97 - $124.48 $4.99K - $7.22K
113 $11M
STZ
Constellation Brands, Inc.

Consumer Defensive
-19
- 21.11%
$236.42 - $259.82 $4.49K - $4.94K
71 $19.4M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-153
- 1.98%
$7.45 - $8.23 $1.14K - $1.26K
7.58K $54.5M
PGR
Progressive Corp

Financial Services
-1
- 0.03%
$209.46 - $259.24 $209 - $259
3.35K $692M
VMO
Invesco Municipal Opportunity Trust

Financial Services
-76
- 1.14%
$9.87 - $10.38 $750 - $789
6.58K $64M
AVT
Avnet Inc

Technology
-2
- 0.13%
$49.63 - $55.43 $99.3 - $111
1.55K $76.7M
PMM
Putnam Managed Municipal Income Trust

Financial Services
-93
- 0.79%
$6.14 - $6.58 $571 - $612
11.7K $70.3M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-58
- 1.0%
$11.31 - $11.96 $656 - $694
5.76K $63.8M
AXON
Axon Enterprise, Inc.

Industrials
-16
- 13.79%
$286.16 - $399.6 $4.58K - $6.39K
100 $31.3M
LADR
Ladder Capital Corp

Real Estate
-132
- 2.12%
$11.1 - $12.36 $1.47K - $1.63K
6.1K $67.9M
EIX
Edison International

Utilities
-14
- 1.06%
$71.19 - $87.72 $997 - $1.23K
1.31K $92.5M
MRO
Marathon Oil Corp

Energy
-4
- 0.06%
$25.87 - $29.26 $103 - $117
6.82K $193M
AVK
Advent Convertible & Income Fund

Financial Services
-193
- 3.87%
$11.44 - $12.85 $2.21K - $2.48K
4.79K $57.2M
RTX
Raytheon Technologies Corp

Industrials
-10
- 3.17%
$99.55 - $123.34 $996 - $1.23K
305 $29.7M
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
-9
- 1.38%
$41.69 - $51.95 $375 - $468
641 $29.3M
APH
Amphenol Corp

Technology
-70
- 50.0%
$58.39 - $70.41 $4.09K - $4.93K
70 $8.08M
FSD
First Trust High Income Long/Short Fund

Financial Services
-42
- 2.02%
$0.0 - $12.58 $0 - $528
2.04K $24.3M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-105
- 1.53%
$14.38 - $16.69 $1.51K - $1.75K
6.76K $100M
JUPW
Jupiter Wellness, Inc.

Healthcare
-2K
- 66.67%
N/A
1K $2.39M
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
-53
- 3.21%
$11.86 - $12.27 $629 - $650
1.6K $18.7M
IVE
Ishares S&P 500 Value ETF

ETFs
-28
- 3.11%
$181.06 - $197.17 $5.07K - $5.52K
872 $163M
FV
First Trust Dorsey Wright Focu

ETFs
-4
- 0.03%
$51.35 - $59.82 $205 - $239
14.7K $840M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-13
- 0.51%
$59.61 - $60.15 $775 - $782
2.54K $151M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9
- 4.66%
$81.31 - $83.29 $732 - $750
184 $15M
SCCO
Southern Copper Corp

Basic Materials
-3
- 0.99%
$94.1 - $120.43 $282 - $361
300 $32M
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-42
- 0.86%
$12.23 - $13.11 $514 - $551
4.83K $59.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-6
- 1.31%
$105.92 - $110.83 $636 - $665
453 $48.7M
SRLN
Ssga Active Trust

ETFs
-48
- 0.81%
$40.93 - $41.85 $1.96K - $2.01K
5.85K $247M
XEL
Xcel Energy Inc

Utilities
-3
- 1.11%
$52.11 - $65.3 $156 - $196
267 $14.4M
MDU
Mdu Resources Group Inc

Industrials
-2
- 0.47%
$24.1 - $27.68 $48.2 - $55.4
420 $10.6M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3
- 0.23%
$47.95 - $49.61 $144 - $149
1.28K $61.9M
FTSL
First Trust Senior Ln Fund

ETFs
-7
- 0.57%
$45.51 - $46.26 $319 - $324
1.23K $56.6M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
-70
- 1.45%
$10.22 - $10.92 $715 - $764
4.77K $50.1M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
-14
- 1.37%
$11.2 - $12.41 $157 - $174
1.01K $12.1M
ERC
Allspring Multi Sector Income Fund

Financial Services
-102
- 1.8%
$8.98 - $9.58 $916 - $977
5.55K $51.8M
Activity Summary
Buys All Purchases 127 New Holdings 20 Increased Positions 107 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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