Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $287 Billion distributed in 633 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.6B, Nvidia Corp with a value of $13.9B, Microsoft Corp with a value of $9.96B, Amazon Com Inc with a value of $8.6B, and Ishares Russell 1000 Gr ETF with a value of $8.44B.

Examining the 13F form we can see an decrease of $9.76B in the current position value, from $297B to 287B.

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 $287 Billion
Technology: $70.5 Billion
ETFs: $51.6 Billion
Financial Services: $39 Billion
Energy: $25.2 Billion
Healthcare: $24.8 Billion
Communication Services: $17.2 Billion
Consumer Defensive: $16.9 Billion
Industrials: $15.8 Billion
Other: $24 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.8B
$388 Million 0.13% of portfolio
2,319
Q3 2024 Reduced 0.86%
$23.7B
$385 Million 0.13% of portfolio
253
Q1 2024 Reduced 31.81%
$365M
$383 Million 0.13% of portfolio
32,926
Q3 2024 Added 40.19%
$50.1B
$339 Million 0.12% of portfolio
4,570
Q3 2024 Added 0.15%
$42.8B
$334 Million 0.12% of portfolio
5,001
Q1 2024 Reduced 14.03%
$112B
$345 Million 0.12% of portfolio
1,744
Q4 2023 New
$9.4B
$333 Million 0.12% of portfolio
4,036
Q3 2024 Added 0.05%
$154B
$335 Million 0.12% of portfolio
1,632
Q3 2024 Reduced 36.27%
$83.8B
$352 Million 0.12% of portfolio
7,971
Q1 2024 New
$90.5B
$312 Million 0.11% of portfolio
4,346
Q1 2024 New
$69.9B
$319 Million 0.11% of portfolio
2,145
Q3 2024 Added 0.84%
$88B
$309 Million 0.11% of portfolio
1,029
Q3 2024 Reduced 2.14%
$3.23B
$286 Million 0.1% of portfolio
6,800
Q4 2023 New
$272B
$275 Million 0.1% of portfolio
4,748
Q1 2024 New
$11.3B
$256 Million 0.09% of portfolio
8,319
Q1 2024 Reduced 20.24%
$76.7B
$272 Million 0.09% of portfolio
241
Q3 2024 Added 65.56%
$187B
$266 Million 0.09% of portfolio
1,513
Q3 2024 Added 1.65%
$79.5B
$251 Million 0.09% of portfolio
1,571
Q1 2024 Reduced 43.41%
$1.31B
$244 Million 0.09% of portfolio
41,416
Q3 2024 Reduced 12.66%
$216B
$252 Million 0.09% of portfolio
895
Q3 2024 Reduced 34.41%
$207B
$271 Million 0.09% of portfolio
466
Q3 2024 Reduced 53.22%
$0
$253 Million 0.09% of portfolio
5,116
Q3 2024 Reduced 0.08%
$179B
$230 Million 0.08% of portfolio
1,356
Q3 2024 Added 1.77%
$107B
$220 Million 0.08% of portfolio
1,142
Q3 2024 Reduced 87.48%
$56.1B
$237 Million 0.08% of portfolio
5,039
Q1 2024 Reduced 8.1%
$318B
$219 Million 0.08% of portfolio
1,204
Q1 2024 Reduced 36.9%
$519M
$192 Million 0.07% of portfolio
8,400
Q1 2024 New
$20.2B
$214 Million 0.07% of portfolio
1,400
Q1 2024 New
$11.6B
$209 Million 0.07% of portfolio
499
Q1 2024 New
$182B
$191 Million 0.07% of portfolio
293
Q1 2024 Reduced 32.49%
$19.3B
$193 Million 0.07% of portfolio
6,815
Q3 2024 Added 0.13%
$0
$214 Million 0.07% of portfolio
20,576
Q1 2024 Added 13.83%
$159B
$206 Million 0.07% of portfolio
247
Q3 2024 Added 73.68%
$173B
$206 Million 0.07% of portfolio
3,000
Q4 2023 New
$20.9B
$161 Million 0.06% of portfolio
4,482
Q3 2024 Reduced 37.48%
$0
$162 Million 0.06% of portfolio
8,401
Q3 2024 Added 2.5%
$205B
$167 Million 0.06% of portfolio
1,364
Q3 2024 Added 6.52%
$4.47B
$177 Million 0.06% of portfolio
3,865
Q3 2024 Added 33.64%
$227B
$173 Million 0.06% of portfolio
759
Q3 2024 Added 4.87%
$23.7B
$164 Million 0.06% of portfolio
3,756
Q3 2024 Reduced 11.53%
$79.6B
$166 Million 0.06% of portfolio
618
Q3 2024 Added 66.34%
$44.8B
$169 Million 0.06% of portfolio
2,594
Q3 2024 Reduced 8.29%
$123B
$168 Million 0.06% of portfolio
3,101
Q3 2024 Added 3.87%
$246B
$175 Million 0.06% of portfolio
3,509
Q3 2024 Reduced 29.15%
$143B
$136 Million 0.05% of portfolio
2,131
Q1 2024 New
$70.8B
$134 Million 0.05% of portfolio
1,048
Q1 2024 New
$58.1B
$138 Million 0.05% of portfolio
1,728
Q3 2024 Reduced 21.82%
$1.46T
$130 Million 0.05% of portfolio
740
Q3 2024 Reduced 70.14%
$48.2B
$153 Million 0.05% of portfolio
1,164
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 633
  • Current Value $287 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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