Gilliland Jeter Wealth Management LLC
185 holdingsFiling period: 2026-03-31Current AUM: $379.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 111.5K | $28.3M | $34.5M | 9.08% | -729 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 149.6K | $26.1M | $30.0M | 7.91% | +380 | 2026-03-31 |
| 3 | WMT | WALMART INCORPORATED | 114.9K | $14.3M | $12.8M | 3.37% | -1,073 | 2026-03-31 |
| 4 | IWF | ISHARES TR RUS 1000 GRW ETF | 25.6K | $10.9M | $12.1M | 3.19% | +12 | 2026-03-31 |
| 5 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 45.7K | $9.8M | $10.9M | 2.88% | +106 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INCORPORATED | 44.0K | $9.2M | $11.9M | 3.15% | -84 | 2026-03-31 |
| 7 | CAT | CATERPILLAR INCORPORATED | 12.1K | $8.6M | $9.9M | 2.61% | -48 | 2026-03-31 |
| 8 | T | AT&T INCORPORATED | 284.2K | $8.2M | $6.6M | 1.74% | -4,417 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORPORATION | 19.5K | $7.2M | $9.1M | 2.39% | -203 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & COMPANY | 23.3K | $6.9M | $8.2M | 2.16% | -237 | 2026-03-31 |
| 11 | META | META PLATFORMS INCORPORATED CLASS A | 11.7K | $6.7M | $6.5M | 1.72% | +5 | 2026-03-31 |
| 12 | MPC | MARATHON PETE CORPORATION | 22.0K | $5.4M | $7.0M | 1.84% | -52 | 2026-03-31 |
| 13 | CVX | CHEVRON CORPORATION | 24.8K | $5.1M | $4.9M | 1.29% | -699 | 2026-03-31 |
| 14 | VUG | VANGUARD GROWTH ETF | 11.5K | $5.0M | $5.9M | 1.54% | +28 | 2026-03-31 |
| 15 | LRCX | LAM RESEARCH CORPORATION COM NEW | 22.6K | $4.8M | $6.6M | 1.75% | -1,926 | 2026-03-31 |
| 16 | IYW | ISHARES TR U.S. TECH ETF | 24.2K | $4.4M | $5.8M | 1.52% | +173 | 2026-03-31 |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 14.8K | $4.2M | $5.3M | 1.39% | -6 | 2026-03-31 |
| 18 | IVV | ISHARES TR CORE S&P500 ETF | 6.1K | $4.0M | $4.6M | 1.21% | -33 | 2026-03-31 |
| 19 | AFL | AFLAC INCORPORATED | 33.4K | $3.7M | $4.3M | 1.12% | +7 | 2026-03-31 |
| 20 | EFV | ISHARES TR EAFE VALUE ETF | 48.7K | $3.6M | $3.9M | 1.04% | +41.8K | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 7.3K | $3.5M | $3.5M | 0.92% | -19 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORPORATION | 20.6K | $3.5M | $3.2M | 0.84% | -131 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORPORATION | 20.6K | $3.5M | $3.2M | 0.84% | -131 | 2026-03-31 |
| 24 | V | VISA INCORPORATED COM CLASS A | 11.1K | $3.3M | $4.1M | 1.07% | +52 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 11.5K | $3.3M | $4.1M | 1.08% | +27 | 2026-03-31 |
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