Gilliland Jeter Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Gilliland Jeter Wealth Management LLC held in its portfolio 174 assets valued at $330,844,417 (i.e. $330.84M).
The most valuable assets in the portfolio included: APPLE INCORPORATED ($30.52M), NVIDIA CORPORATION ($27.82M), and WALMART INCORPORATED ($12.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 174 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gilliland Jeter Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INCORPORATED | 112262 | 30519498 | COM |
| NVIDIA CORPORATION | 149179 | 27821838 | COM |
| WALMART INCORPORATED | 116001 | 12923663 | COM |
| ISHARES TR RUS 1000 GRW ETF | 25558 | 12096496 | RUS 1000 GRW ETF |
| AMAZON COM INCORPORATED | 44050 | 10167621 | COM |
| VANGUARD DIVIDEND APPRECIATION ETF | 45581 | 10017872 | DIV APP ETF |
| MICROSOFT CORPORATION | 19721 | 9537396 | COM |
| META PLATFORMS INCORPORATED CLASS A | 11735 | 7746325 | CL A |
| JPMORGAN CHASE & COMPANY. | 23568 | 7594001 | COM |
| AT&T INCORPORATED | 288665 | 7170446 | COM |
| CATERPILLAR INCORPORATED | 12196 | 6986903 | COM |
| VANGUARD GROWTH ETF | 11425 | 5573950 | GROWTH ETF |
| ISHARES TR U.S. TECH ETF | 24027 | 4797707 | U.S. TECH ETF |
| ALPHABET INCORPORATED CAP STK CLASS C | 14794 | 4642441 | CAP STK CL C |
| LAM RESEARCH CORPORATION COM NEW | 24566 | 4205168 | COM NEW |
| ISHARES TR CORE S&P500 ETF | 6139 | 4204768 | CORE S&P500 ETF |
| ORACLE CORPORATION | 20084 | 3914524 | COM |
| CHEVRON CORPORATION NEW | 25501 | 3886586 | COM |
| VISA INCORPORATED COM CLASS A | 11026 | 3867094 | COM CL A |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 7335 | 3686938 | CL B NEW |
| AFLAC INCORPORATED | 33419 | 3685079 | COM |
| SALESFORCE INCORPORATED | 13870 | 3674380 | COM |
| BROADCOM INCORPORATED | 10416 | 3605067 | COM |
| BOSTON SCIENTIFIC CORPORATION | 37754 | 3599844 | COM |
| MARATHON PETE CORPORATION | 22085 | 3591621 | COM |
| BANK AMERICA CORPORATION | 65267 | 3589695 | COM |
| ALPHABET INCORPORATED CAP STK CLASS A | 11450 | 3583950 | CAP STK CL A |
| VANGUARD VALUE ETF | 15402 | 2941598 | VALUE ETF |
| ISHARES TR RUS 1000 VAL ETF | 13982 | 2941028 | RUS 1000 VAL ETF |
| DTE ENERGY COMPANY | 22425 | 2892377 | COM |
| JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 24043 | 2879117 | SHS |
| INTUITIVE SURGICAL INCORPORATED COM NEW | 4924 | 2788757 | COM NEW |
| JOHNSON & JOHNSON | 12571 | 2601617 | COM |
| MERCK & COMPANY INCORPORATED | 23730 | 2497830 | COM |
| EXXON MOBIL CORPORATION | 20705 | 2491620 | COM |
| WILLIAMS COMPANIES INCORPORATED | 37407 | 2248538 | COM |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 5814 | 2228558 | COM NEW |
| INVESCO QQQ TR | 3623 | 2225650 | UNIT SER 1 |
| CONOCOPHILLIPS | 22909 | 2144491 | COM |
| VANGUARD MEGA CAP GROWTH ETF | 5093 | 2102423 | MEGA GRWTH IND |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | 12758 | 2046336 | COM |
| ALLSTATE CORPORATION | 9568 | 1991660 | COM |
| BP PLC SPONSORED ADR (UNITED KINGDOM) | 56450 | 1960506 | SPONSORED ADR |
| CHUBB LIMITED (SWITZERLAND) | 6221 | 1941685 | COM |
| SPDR S&P 500 ETF | 2758 | 1880704 | TR UNIT |
| AMERICAN ELEC PWR COMPANY INCORPORATED | 15348 | 1769778 | COM |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 12152 | 1749492 | STATE STREET TEC |
| ELI LILLY & COMPANY | 1577 | 1694748 | COM |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTI | 27524 | 1673719 | ISHARES US EQUIT |
| PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | 78202 | 1491318 | SPECTRUM PFD |
| CADENCE BANK | 34049 | 1458645 | COM |
| UNION PAC CORPORATION | 6099 | 1410896 | COM |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 8992 | 1394879 | STATE STREET IND |
| DT MIDSTREAM INCORPORATED COMMON STOCK | 11212 | 1341852 | COMMON STOCK |
| HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW | 36269 | 1272313 | SH BEN INT NEW |
| INTERNATIONAL BUSINESS MACHINES | 3973 | 1176944 | COM |
| ALERIAN ENERGY INFRASTRUCTURE ETF | 37151 | 1168585 | ALERIAN ENERGY |
| ISHARES TR S&P 500 GRWT ETF | 9436 | 1163086 | S&P 500 GRWT ETF |
| HUNT J B TRANS SVCS INCORPORATED | 5909 | 1148423 | COM |
| PROCTER AND GAMBLE COMPANY | 8006 | 1147362 | COM |
| ISHARES TR S&P 500 VAL ETF | 5266 | 1116683 | S&P 500 VAL ETF |
| MICRON TECHNOLOGY INCORPORATED | 3891 | 1110530 | COM |
| WASTE CONNECTIONS INCORPORATED (CANADA) | 6259 | 1097578 | COM |
| PALO ALTO NETWORKS INCORPORATED | 5951 | 1096174 | COM |
| COSTCO WHOLESALE CORPORATION NEW | 1264 | 1089998 | COM |
| TJX COMPANIES INCORPORATED NEW | 6885 | 1057564 | COM |
| JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND) | 50000 | 1037500 | ORD SHS |
| HUNTINGTON BANCSHARES INCORPORATED | 59773 | 1037069 | COM |
| ISHARES TR 0-5 YR TIPS ETF | 9900 | 1013620 | 0-5 YR TIPS ETF |
| CANADIAN PACIFIC KANSAS CITY (CANADA) | 13722 | 1010382 | COM |
| VERIZON COMMUNICATIONS INCORPORATED | 24700 | 1006013 | COM |
| TENET HEALTHCARE CORPORATION COM NEW | 4932 | 980087 | COM NEW |
| NOVARTIS AG SPONSORED ADR (SWITZERLAND) | 6753 | 931002 | SPONSORED ADR |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 14790 | 930571 | DORSEY WRT 5 ETF |
| SNOWFLAKE INCORPORATED COM SHS | 4042 | 886653 | COM SHS |
| VANGUARD TOTAL STOCK MARKET ETF | 2564 | 859632 | TOTAL STK MKT |
| TESLA INCORPORATED | 1898 | 853569 | COM |
| ALTRIA GROUP INCORPORATED | 14255 | 821935 | COM |
| CAPITAL ONE FINL CORPORATION | 3381 | 819361 | COM |
| MASTERCARD INCORPORATED CLASS A | 1424 | 813058 | CL A |
| BLACKSTONE INCORPORATED | 5251 | 809448 | COM |
| CROWN CASTLE INCORPORATED REIT | 9029 | 802392 | COM |
| FIRST TRUST CAPITAL STRENGTH ETF | 8389 | 776098 | CAP STRENGTH ETF |
| ANTERO RESOURCES CORPORATION | 22385 | 771387 | COM |
| BLOOM ENERGY CORPORATION COM CLASS A | 8700 | 755943 | COM CL A |
| VANGUARD SMALL-CAP GROWTH ETF | 2488 | 751727 | SML CP GRW ETF |
| ISHARES TR RUSSELL 2000 ETF | 3004 | 739473 | RUSSELL 2000 ETF |
| PROGRESSIVE CORPORATION | 3240 | 737837 | COM |
| AMERICAN TOWER CORPORATION NEW REIT | 4158 | 730042 | COM |
| GABELLI DIVID & INCOME TR | 25957 | 720830 | COM |
| ISHARES TR MSCI USA QLT FCT | 3580 | 711078 | MSCI USA QLT FCT |
| S&P GLOBAL INCORPORATED | 1341 | 700840 | COM |
| RPM INTERNATIONAL INCORPORATED | 6730 | 699879 | COM |
| SERVICENOW INCORPORATED | 4525 | 693185 | COM |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 4424 | 684911 | STATE STREET HEA |
| ISHARES TR MRGSTR SM CP GR | 12218 | 677617 | MRGSTR SM CP GR |
| NORFOLK SOUTHN CORPORATION | 2314 | 668121 | COM |
| ABBOTT LABS | 5271 | 660342 | COM |
| VIRTUS DIVERSIFIED INCM & CONV | 25098 | 659835 | COM |
| FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | 4853 | 631257 | CLOUD COMPUTING |
| INTERCONTINENTAL EXCHANGE INCORPORATED | 3838 | 621622 | COM |
| DELTA AIR LINES INCORPORATED DEL COM NEW | 8653 | 600499 | COM NEW |
| BANK OZK LITTLE ROCK ARK | 12607 | 580171 | COM |
| PFIZER INCORPORATED | 22498 | 560191 | COM |
| CHENIERE ENERGY INCORPORATED COM NEW | 2779 | 540169 | COM NEW |
| PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP | 9256 | 534365 | PRIN U S SMALL |
| FT VEST LADDERED BUFFER ETF | 14792 | 506774 | FT VEST LADDERED |
| HOME BANCSHARES INCORPORATED | 18212 | 505929 | COM |
| SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA) | 3045 | 490154 | CL A SUB VTG SHS |
| ISHARES TR EAFE VALUE ETF | 6856 | 489581 | EAFE VALUE ETF |
| DEERE & COMPANY | 1047 | 487381 | COM |
| ISHARES TR MSCI EMG MKT ETF | 8841 | 483707 | MSCI EMG MKT ETF |
| GE AEROSPACE COM NEW | 1542 | 474843 | COM NEW |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 12204 | 470586 | ISHARES US THEMA |
| ANALOG DEVICES INCORPORATED | 1734 | 470257 | COM |
| BLACKROCK INCORPORATED | 437 | 467437 | COM |
| HOME DEPOT INCORPORATED | 1355 | 466209 | COM |
| MARKEL GROUP INCORPORATED | 212 | 455726 | COM |
| DEVON ENERGY CORPORATION NEW | 12284 | 449958 | COM |
| ISHARES TR 10-20 YR TRS ETF | 4383 | 445620 | 10-20 YR TRS ETF |
| ENCOMPASS HEALTH CORPORATION | 4179 | 443596 | COM |
| HUBBELL INCORPORATED | 986 | 438097 | COM |
| VANGUARD RUSSELL 1000 GROWTH ETF | 3597 | 437992 | VNG RUS1000GRW |
| THE CIGNA GROUP | 1585 | 436158 | COM |
| ISHARES TR RUS 1000 ETF | 1149 | 429112 | RUS 1000 ETF |
| WELLS FARGO COMPANY NEW | 4317 | 402344 | COM |
| PUBLIC SVC ENTERPRISE GRP INCORPORATED | 5001 | 401580 | COM |
| DARDEN RESTAURANTS INCORPORATED | 2180 | 401252 | COM |
| GE VERNOVA INCORPORATED | 596 | 389487 | COM |
| STERIS PLC SHS USD (IRELAND) | 1495 | 379069 | SHS USD |
| OLD REP INTERNATIONAL CORPORATION | 8226 | 375435 | COM |
| MONDELEZ INTERNATIONAL INCORPORATED CLASS A | 6908 | 371834 | CL A |
| SPDR GOLD SHARES | 937 | 371342 | GOLD SHS |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | 950 | 369740 | SHS |
| AMGEN INCORPORATED | 1119 | 366409 | COM |
| CALAMOS DYNAMIC CONV & INCOME | 17237 | 359564 | COM |
| GOLDMAN SACHS GROUP INCORPORATED | 398 | 349842 | COM |
| ABBVIE INCORPORATED | 1525 | 348522 | COM |
| INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | 6427 | 338321 | RUSEL 1000 EQL |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 6263 | 330512 | ISHARES FLEXIBLE |
| VANGUARD SMALL-CAP VALUE ETF | 1536 | 325352 | SM CP VAL ETF |
| DIAMONDBACK ENERGY INCORPORATED | 2151 | 323302 | COM |
| REGIONS FINANCIAL CORPORATION NEW | 11621 | 314920 | COM |
| ISHARES GOLD TR ISHARES NEW | 3839 | 311612 | ISHARES NEW |
| SOFI TECHNOLOGIES INCORPORATED | 11500 | 301070 | COM |
| PHILLIPS 66 | 2320 | 299374 | COM |
| LINDE PLC SHS (IRELAND) | 693 | 295586 | SHS |
| STATE STREET MATERIALS SELECT SECTOR SPDR ETF | 6386 | 289609 | STATE STREET MAT |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 6492 | 288904 | CWP ENHANCED DIV |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | 1326 | 287822 | COM |
| OREILLY AUTOMOTIVE INCORPORATED | 3143 | 286673 | COM |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 449 | 281581 | S&P 500 ETF SHS |
| FIDELITY NATL INFORMATION SVCS | 4064 | 270094 | COM |
| AKRE FOCUS ETF | 3944 | 258371 | AKRE FOCUS ETF |
| ILLINOIS TOOL WKS INCORPORATED | 1046 | 257517 | COM |
| VENTAS INCORPORATED REIT | 3323 | 257166 | COM |
| FREEPORT-MCMORAN INCORPORATED CLASS B | 5039 | 255931 | CL B |
| ISHARES TR MBS ETF | 2685 | 255705 | MBS ETF |
| MURPHY USA INCORPORATED | 599 | 241708 | COM |
| QUALCOMM INCORPORATED | 1392 | 238125 | COM |
| CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT | 20576 | 234361 | COM SH BEN INT |
| AMERICAN EXPRESS COMPANY | 633 | 234092 | COM |
| INVESCO TAXABLE MUNICIPAL BOND ETF | 8435 | 229432 | TAXABLE MUN BD |
| SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR | 12055 | 227228 | CL A $1 PAR |
| WARNER BROS DISCOVERY INCORPORATED COM SER A | 7880 | 227102 | COM SER A |
| OMEGA HEALTHCARE INVS INCORPORATED REIT | 5079 | 225203 | COM |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 4650 | 214284 | SHS |
| I3 VERTICALS INCORPORATED COM CLASS A | 8400 | 211596 | COM CL A |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | 5076 | 209470 | STATE STREET BLA |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 4278 | 206713 | TOTAL INT BD ETF |
| GLOBAL X DEFENSE TECH ETF | 3150 | 204089 | DEFENSE TECH ETF |
| HALLIBURTON COMPANY | 7100 | 200636 | COM |
| NUSCALE PWR CORPORATION CLASS A COM | 12309 | 174419 | CL A COM |
| STANDARD LITHIUM LIMITED (CANADA) | 12384 | 55356 | COM |
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