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
$376B
$1.39 Billion 0.49% of portfolio
8,171
Q1 2025 Reduced 0.9%
$50.9B
$1.23 Billion 0.44% of portfolio
6,318
Q1 2025 Reduced 3.25%
$0
$1.23 Billion 0.44% of portfolio
36,121
Q1 2025 Added 5.38%
$0
$1.18 Billion 0.42% of portfolio
9,026
Q1 2025 Reduced 2.15%
$449B
$1.13 Billion 0.4% of portfolio
1,196
Q1 2025 Added 0.08%
$165B
$1.09 Billion 0.39% of portfolio
2,148
Q1 2025 Reduced 11.46%
$56.3B
$1.11 Billion 0.39% of portfolio
6,486
Q1 2025 Reduced 8.62%
$183B
$1.08 Billion 0.38% of portfolio
23,735
Q1 2025 Reduced 1.99%
$9.83B
$1.08 Billion 0.38% of portfolio
11,212
Q4 2023 New
$150B
$1.07 Billion 0.38% of portfolio
8,784
Q1 2025 Added 0.15%
$5.52B
$1.05 Billion 0.37% of portfolio
34,516
Q1 2025 Added 7.03%
$781B
$1.01 Billion 0.36% of portfolio
1,224
Q4 2024 Reduced 7.62%
$0
$1.01 Billion 0.36% of portfolio
9,918
Q4 2023 New
$223B
$986 Million 0.35% of portfolio
3,964
Q1 2025 Reduced 0.15%
Canadian Pacific Kansas City (Canada)
-
$977 Million 0.35% of portfolio
-
Q1 2025 Added 0.01%
$0
$997 Million 0.35% of portfolio
9,633
Q1 2025 Added 0.01%
$0
$947 Million 0.33% of portfolio
2,020
Q1 2025 Added 2.38%
$20B
$941 Million 0.33% of portfolio
25,157
Q1 2025 Added 7.52%
$21.7B
$922 Million 0.33% of portfolio
61,423
Q1 2025 Added 3.02%
$3.24B
$937 Million 0.33% of portfolio
34,311
Q1 2025 Reduced 0.03%
$104B
$905 Million 0.32% of portfolio
4,160
Q1 2025 Reduced 1.19%
$10.7B
$900 Million 0.32% of portfolio
22,245
Q3 2024 Added 0.91%
$13.8B
$874 Million 0.31% of portfolio
5,909
Q1 2025 Reduced 2.04%
$107B
$871 Million 0.31% of portfolio
14,519
Q1 2025 Added 0.26%
$26.3B
$877 Million 0.31% of portfolio
5,857
Q1 2025 Reduced 7.97%
$3.74B
$860 Million 0.3% of portfolio
13,096
Q4 2023 New
$0
$807 Million 0.29% of portfolio
14,710
Q1 2025 Added 0.11%
$243B
$778 Million 0.28% of portfolio
6,981
Q1 2025 Added 5.47%
$535B
$790 Million 0.28% of portfolio
1,442
Q1 2025 Reduced 1.17%
$5.82B
$798 Million 0.28% of portfolio
28,237
Q1 2025 Added 4.54%
$46.3B
$790 Million 0.28% of portfolio
7,576
Q1 2025 Added 19.46%
$14.2B
$768 Million 0.27% of portfolio
6,636
Q1 2025 Reduced 0.12%
$0
$763 Million 0.27% of portfolio
8,513
Q1 2025 Reduced 14.71%
$0
$723 Million 0.26% of portfolio
2,632
Q1 2025 Reduced 0.53%
$96.5B
$743 Million 0.26% of portfolio
5,313
Q1 2025 Reduced 14.44%
$232B
$715 Million 0.25% of portfolio
5,387
Q1 2025 Reduced 0.46%
$97.2B
$700 Million 0.25% of portfolio
4,060
Q1 2025 Reduced 1.86%
$198B
$690 Million 0.24% of portfolio
867
Q1 2025 Added 3.58%
$18B
$666 Million 0.24% of portfolio
26,255
Q1 2025 Reduced 6.36%
$28.3B
$681 Million 0.24% of portfolio
3,865
Q1 2025 Reduced 7.82%
$0
$665 Million 0.23% of portfolio
2,639
Q1 2025 Added 0.08%
$16.1B
$663 Million 0.23% of portfolio
4,932
Q3 2024 Reduced 3.29%
$0
$650 Million 0.23% of portfolio
4,451
Q1 2025 Added 1.76%
$106B
$633 Million 0.22% of portfolio
2,197
Q1 2025 Reduced 6.39%
$0
$621 Million 0.22% of portfolio
3,113
Q1 2025 Added 3.25%
$0
$621 Million 0.22% of portfolio
3,632
Q1 2025 Added 12.83%
$0
$585 Million 0.21% of portfolio
11,990
Q1 2025 Added 10.01%
$0
$605 Million 0.21% of portfolio
25,082
Q1 2025 Added 1.21%
$0
$580 Million 0.21% of portfolio
6,253
Q1 2025 Added 10.83%

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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