Gilliland Jeter Wealth Management LLC
197 holdingsFiling period: 2026-06-30Current AUM: $401.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Incorporated | 109.0K | $31.5M | $37.5M | 9.35% | -2,527 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 150.0K | $30.0M | $32.4M | 8.08% | +477 | 2026-06-30 |
| 3 | WMT | Walmart Inc | 115.0K | $13.0M | $13.8M | 3.45% | +25 | 2026-06-30 |
| 4 | CAT | Caterpillar Incorporated | 12.2K | $12.9M | $8.4M | 2.10% | +3 | 2026-06-30 |
| 5 | IWF | iShares TR Rus 1000 Grw ETF | 102.8K | $12.8M | $12.4M | 3.10% | +77.2K | 2026-06-30 |
| 6 | VIG | Vanguard Dividend Appreciation ETF | 45.8K | $10.8M | $11.2M | 2.79% | +115 | 2026-06-30 |
| 7 | AMZN | Amazon.com Incorporated | 43.2K | $10.3M | $10.8M | 2.68% | -777 | 2026-06-30 |
| 8 | LRCX | Lam Research Corporation.com New | 22.6K | $9.8M | $5.4M | 1.34% | +7 | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Company | 23.0K | $7.5M | $7.7M | 1.92% | -313 | 2026-06-30 |
| 10 | MSFT | Microsoft Corporation | 19.2K | $7.2M | $10.2M | 2.55% | -323 | 2026-06-30 |
| 11 | META | Meta Platforms Incorporated Class A | 11.9K | $6.7M | $7.5M | 1.87% | +148 | 2026-06-30 |
| 12 | IVV | iShares TR Core S&P500 ETF | 8.3K | $6.2M | $6.4M | 1.59% | +2.2K | 2026-06-30 |
| 13 | IYW | iShares TR U.S. Tech ETF | 24.3K | $6.1M | $6.1M | 1.53% | +107 | 2026-06-30 |
| 14 | VUG | Vanguard Growth ETF | 68.9K | $5.9M | $6.0M | 1.50% | +57.5K | 2026-06-30 |
| 15 | T | AT&T Incorporated | 283.3K | $5.9M | $5.9M | 1.47% | -918 | 2026-06-30 |
| 16 | MPC | Marathon Pete Corporation | 21.8K | $5.6M | $10.3M | 2.56% | -186 | 2026-06-30 |
| 17 | GOOG | Alphabet Incorporated Cap Stk Class C | 14.6K | $5.2M | $4.6M | 1.15% | -139 | 2026-06-30 |
| 18 | CVX | Chevron Corporation | 24.8K | $4.1M | $5.8M | 1.43% | +1 | 2026-06-30 |
| 19 | GOOGL | Alphabet Incorporated Cap Stk Class A | 11.5K | $4.1M | $3.6M | 0.91% | +1 | 2026-06-30 |
| 20 | AVGO | Broadcom Incorporated | 10.4K | $3.9M | $3.4M | 0.85% | -41 | 2026-06-30 |
| 21 | AFL | Aflac Incorporated | 33.4K | $3.9M | $4.0M | 1.01% | +12 | 2026-06-30 |
| 22 | V | Visa Incorporated.com Class A | 11.1K | $3.8M | $4.5M | 1.12% | -3 | 2026-06-30 |
| 23 | BAC | Bank of Amer Corporation | 65.6K | $3.7M | $3.3M | 0.83% | +1 | 2026-06-30 |
| 24 | IWD | iShares TR Rus 1000 Val ETF | 15.2K | $3.7M | $3.9M | 0.98% | +745 | 2026-06-30 |
| 25 | EFV | iShares TR Eafe Value ETF | 47.9K | $3.7M | $3.8M | 0.94% | -763 | 2026-06-30 |
← Scroll →
Page 1 of 8