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 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 157,085 | 17,024.9 | +3.37% | 6.020 | +0.20% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
WMT | Walmart Inc | 121,622 | 10,677.2 | -1.56% | 3.770 | -0.06% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
IWF | iShares Russell 1000 Growth ETF | 26,257 | 9,481.3 | +1.33% | 3.350 | +0.04% | 0.010 | +27.24% | +8.36% | 113,776.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 45,633 | 8,852.4 | -1.84% | 3.130 | -0.06% | 0.010 | +12.58% | +6.21% | 89,349.2 | ||
AMZN | Amazon.com Inc | 45,832 | 8,720.0 | -1.00% | 3.080 | -0.03% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
T | AT&T Inc | 289,708 | 8,193.0 | +3.23% | 2.900 | +0.09% | 0.000 | +0.22% | +22.29% | 193,849.5 | Telecommunication Services | |
MSFT | Microsoft Corp | 21,289 | 7,991.8 | -7.79% | 2.830 | -0.26% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
META | Meta Platforms Inc | 10,602 | 6,110.3 | -1.19% | 2.160 | -0.03% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
JPM | JPMorgan Chase & Co | 24,793 | 6,081.8 | -2.10% | 2.150 | -0.04% | 0.000 | +26.17% | +23.48% | 800,897.6 | 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 | $100.66 | 27.82% | New holding | 26,355 | 26,355 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.38% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -3.57% | 120,834 | -4,475 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.26% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -7.79% | 21,289 | -1,799 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.20% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | 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 | $20.06 | -7.56% | 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 | $63.10 | 11.54% | Sold Out | 0 | -8,515 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.14% | 900.46 ($980.1) 1075.5 | $1,103.59 | 12.60% | New holding | 431 | 431 | |
TSLA | Tesla Inc | 2025-03-31 | New Buy New Buy | +0.14% | 222.15 ($333.26) 428.22 | $329.65 | -1.08% | New holding | 1,544 | 1,544 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.13% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -10.38% | 17,199 | -1,993 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.12% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | Reduce -10.91% | 12,314 | -1,508 |
Gilliland Jeter Wealth Management LLC Total Holding History ($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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