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Size ($ in 1000's)
At 12/31/2023: $241,801
At 09/30/2023: $0
Gilliland Jeter Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gilliland Jeter Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Gilliland Jeter Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Gilliland Jeter Wealth Management LLC.
In the Gilliland Jeter Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Gilliland Jeter Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Gilliland Jeter Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INCORPORATED |
138,876 |
+138,876 |
$26,738 | | AAPL | 138,876 | +138,876 | $26,738 | | MICROSOFT CORPORATION |
24,068 |
+24,068 |
$9,050 | | MSFT | 24,068 | +24,068 | $9,050 | | NVIDIA CORPORATION |
15,636 |
+15,636 |
$7,743 | | NVDA | 15,636 | +15,636 | $7,743 | | ISHARES TR RUS 1000 GRW ETF (IWF) |
25,015 |
+25,015 |
$7,584 | | IWF | 25,015 | +25,015 | $7,584 | | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
43,943 |
+43,943 |
$7,488 | | VIG | 43,943 | +43,943 | $7,488 | | AMAZON COM INCORPORATED |
48,072 |
+48,072 |
$7,304 | | AMZN | 48,072 | +48,072 | $7,304 | | WALMART INCORPORATED |
42,422 |
+42,422 |
$6,688 | | WMT | 42,422 | +42,422 | $6,688 | | AT&T INCORPORATED |
265,452 |
+265,452 |
$4,454 | | T | 265,452 | +265,452 | $4,454 | | META PLATFORMS INCORPORATED CLASS A |
11,851 |
+11,851 |
$4,195 | | META | 11,851 | +11,851 | $4,195 | | JPMORGAN CHASE & COMPANY |
23,954 |
+23,954 |
$4,075 | | JPM | 23,954 | +23,954 | $4,075 | | CATERPILLAR INCORPORATED |
13,474 |
+13,474 |
$3,984 | | CAT | 13,474 | +13,474 | $3,984 | | MARATHON PETE CORPORATION |
25,608 |
+25,608 |
$3,799 | | MPC | 25,608 | +25,608 | $3,799 | | SALESFORCE INCORPORATED |
13,405 |
+13,405 |
$3,527 | | CRM | 13,405 | +13,405 | $3,527 | | VANGUARD GROWTH ETF (VUG) |
11,017 |
+11,017 |
$3,425 | | VUG | 11,017 | +11,017 | $3,425 | | INSPIRE MED SYSTEMS INCORPORATED |
16,563 |
+16,563 |
$3,369 | | INSP | 16,563 | +16,563 | $3,369 | | MERCK & COMPANY INCORPORATED |
30,727 |
+30,727 |
$3,350 | | MRK | 30,727 | +30,727 | $3,350 | | CHEVRON CORPORATION NEW |
20,834 |
+20,834 |
$3,108 | | CVX | 20,834 | +20,834 | $3,108 | | ISHARES TR U.S. TECH ETF (IYW) |
24,653 |
+24,653 |
$3,026 | | IYW | 24,653 | +24,653 | $3,026 | | VISA INCORPORATED COM CLASS A |
11,293 |
+11,293 |
$2,940 | | V | 11,293 | +11,293 | $2,940 | | AFLAC INCORPORATED |
34,738 |
+34,738 |
$2,866 | | AFL | 34,738 | +34,738 | $2,866 | | ALPHABET INCORPORATED CAP STK CLASS C |
20,339 |
+20,339 |
$2,866 | | GOOG | 20,339 | +20,339 | $2,866 |  BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW |
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$2,820 | | BRK.B | 7,906 | +7,906 | $2,820 | | CONOCOPHILLIPS |
22,931 |
+22,931 |
$2,662 | | COP | 22,931 | +22,931 | $2,662 | | MOTOROLA SOLUTIONS INCORPORATED COM NEW |
8,127 |
+8,127 |
$2,544 | | MSI | 8,127 | +8,127 | $2,544 | | HOME BANCSHARES INCORPORATED (HOMB) |
97,812 |
+97,812 |
$2,478 | | HOMB | 97,812 | +97,812 | $2,478 | | DTE ENERGY COMPANY |
22,425 |
+22,425 |
$2,473 | | DTE | 22,425 | +22,425 | $2,473 | | JOHNSON & JOHNSON |
15,742 |
+15,742 |
$2,467 | | JNJ | 15,742 | +15,742 | $2,467 | | BP PLC |
69,103 |
+69,103 |
$2,446 | | BP | 69,103 | +69,103 | $2,446 | | BANK AMERICA CORPORATION |
69,452 |
+69,452 |
$2,338 | | BAC | 69,452 | +69,452 | $2,338 | | VANGUARD VALUE ETF (VTV) |
15,402 |
+15,402 |
$2,303 | | VTV | 15,402 | +15,402 | $2,303 | | BOSTON SCIENTIFIC CORPORATION |
39,381 |
+39,381 |
$2,277 | | BSX | 39,381 | +39,381 | $2,277 | | JOHNSON CONTROLS INTERNATIONAL PLC SHS |
37,847 |
+37,847 |
$2,182 | | JCI | 37,847 | +37,847 | $2,182 | | ORACLE CORPORATION |
19,927 |
+19,927 |
$2,101 | | ORCL | 19,927 | +19,927 | $2,101 | | UNITEDHEALTH GROUP INCORPORATED |
3,982 |
+3,982 |
$2,096 | | UNH | 3,982 | +3,982 | $2,096 | | ISHARES TR RUS 1000 VAL ETF (IWD) |
12,544 |
+12,544 |
$2,073 | | IWD | 12,544 | +12,544 | $2,073 | | LAM RESEARCH CORPORATION |
2,576 |
+2,576 |
$2,017 | | LRCX | 2,576 | +2,576 | $2,017 | | ISHARES TR 0 5 YR TIPS ETF (STIP) |
18,285 |
+18,285 |
$1,803 | | STIP | 18,285 | +18,285 | $1,803 | | UNION PAC CORPORATION |
7,284 |
+7,284 |
$1,789 | | UNP | 7,284 | +7,284 | $1,789 | | INTUITIVE SURGICAL INCORPORATED COM NEW |
4,951 |
+4,951 |
$1,670 | | ISRG | 4,951 | +4,951 | $1,670 | | BROADCOM INCORPORATED |
1,493 |
+1,493 |
$1,667 | | AVGO | 1,493 | +1,493 | $1,667 | | ALPHABET INCORPORATED CAP STK CLASS A |
11,832 |
+11,832 |
$1,653 | | GOOGL | 11,832 | +11,832 | $1,653 | | EXXON MOBIL CORPORATION |
16,109 |
+16,109 |
$1,611 | | XOM | 16,109 | +16,109 | $1,611 | | KEYSIGHT TECHNOLOGIES INCORPORATED |
9,647 |
+9,647 |
$1,535 | | KEYS | 9,647 | +9,647 | $1,535 | | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF (PREF) |
85,924 |
+85,924 |
$1,505 | | PREF | 85,924 | +85,924 | $1,505 | | WILLIAMS COMPANIES INCORPORATED |
41,174 |
+41,174 |
$1,434 | | WMB | 41,174 | +41,174 | $1,434 | | DEVON ENERGY CORPORATION NEW |
31,562 |
+31,562 |
$1,430 | | DVN | 31,562 | +31,562 | $1,430 | | SPDR S&P 500 ETF (SPY) |
3,004 |
+3,004 |
$1,428 | | SPY | 3,004 | +3,004 | $1,428 | | CHUBB LIMITED |
6,232 |
+6,232 |
$1,408 | | CB | 6,232 | +6,232 | $1,408 | | SPDR TECHNOLOGY SELECT SECTOR FUND (XLK) |
7,084 |
+7,084 |
$1,364 | | XLK | 7,084 | +7,084 | $1,364 | | CANADIAN PACIFIC KANSAS CITY |
17,118 |
+17,118 |
$1,353 | | CP | 17,118 | +17,118 | $1,353 |
See Full List: All Stocks Held By Gilliland Jeter Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Gilliland Jeter Wealth Management LLC
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