GJ
| |
Gilliland Jeter Wealth Management LLC13F | |
| Gilliland Jeter Wealth Management LLC | |
| Last update 2025-04-30 | 176 Stocks (9 new) |
| Value $283.00 Mil | Turnover 2 % |
Gilliland Jeter Wealth Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 120,834 | 26,840.8 | -3.57% | 9.490 | -0.38% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
NVDA | NVIDIA Corp | 157,085 | 17,024.9 | +3.37% | 6.020 | +0.20% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
WMT | Walmart Inc | 121,622 | 10,677.2 | -1.56% | 3.770 | -0.06% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
IWF | iShares Russell 1000 Growth ETF | 26,257 | 9,481.3 | +1.33% | 3.350 | +0.04% | 0.010 | +25.04% | +8.94% | 113,994.5 | ||
VIG | Vanguard Dividend Appreciation FTF | 45,633 | 8,852.4 | -1.84% | 3.130 | -0.06% | 0.010 | +12.58% | +7.35% | 90,302.9 | ||
AMZN | Amazon.com Inc | 45,832 | 8,720.0 | -1.00% | 3.080 | -0.03% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
T | AT&T Inc | 289,708 | 8,193.0 | +3.23% | 2.900 | +0.09% | 0.000 | +3.08% | +25.97% | 199,678.0 | Telecommunication Services | |
MSFT | Microsoft Corp | 21,289 | 7,991.8 | -7.79% | 2.830 | -0.26% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
META | Meta Platforms Inc | 10,602 | 6,110.3 | -1.19% | 2.160 | -0.03% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
JPM | JPMorgan Chase & Co | 24,793 | 6,081.8 | -2.10% | 2.150 | -0.04% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks |
Gilliland Jeter Wealth Management LLC's Historical Top Holdings Breakdowns
Gilliland Jeter Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LRCX | Lam Research Corp | 2025-03-31 | New Buy New Buy | +0.68% | 72.44 ($78.75) 89.02 | $97.10 | 23.30% | New holding | 26,355 | 26,355 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.38% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -3.57% | 120,834 | -4,475 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.26% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -7.79% | 21,289 | -1,799 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.20% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 3.37% | 157,085 | 5,114 | |
SFNC | Simmons First National Corp | 2025-03-31 | Reduce Reduce | -0.15% | 19.68 ($21.7) 23.3 | $20.11 | -7.33% | Reduce -62.39% | 12,036 | -19,968 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Sold Out Sold Out | -0.15% | 51.88 ($56.57) 60.73 | $65.87 | 16.44% | Sold Out | 0 | -8,515 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.14% | 900.46 ($980.1) 1075.5 | $1,120.37 | 14.31% | New holding | 431 | 431 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +0.14% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | New holding | 1,544 | 1,544 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.13% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -10.38% | 17,199 | -1,993 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.12% | 167.43 ($211.65) 244.7 | $283.69 | 34.04% | Reduce -10.91% | 12,314 | -1,508 |
Gilliland Jeter Wealth Management LLC Total Holding History ($B)
Gilliland Jeter Wealth Management LLC's Asset Allocation
Gilliland Jeter Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Gilliland Jeter Wealth Management LLC's Hypothetical Growth since 2025-03-31
Gilliland Jeter Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Gilliland Jeter Wealth Management LLC's Holdings Heat Map
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Gilliland Jeter Wealth Management LLC's Holdings Bubble Chart
Gilliland Jeter Wealth Management LLC News
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