Gilliland Jeter Wealth Management LLC
197 holdingsFiling period: 2026-06-30Current AUM: $397.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 109.0K | $31.5M | $36.1M | 9.08% | -2,527 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 150.0K | $30.0M | $31.8M | 8.00% | +477 | 2026-06-30 |
| 3 | WMT | WALMART INC | 115.0K | $13.0M | $12.4M | 3.12% | +25 | 2026-06-30 |
| 4 | CAT | CATERPILLAR INCORPORATED | 12.2K | $12.9M | $9.5M | 2.39% | +3 | 2026-06-30 |
| 5 | IWF | ISHARES TR RUS 1000 GRW ETF | 102.8K | $12.8M | $12.4M | 3.11% | +77.2K | 2026-06-30 |
| 6 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 45.8K | $10.8M | $10.9M | 2.73% | +115 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INCORPORATED | 43.2K | $10.3M | $10.7M | 2.70% | -777 | 2026-06-30 |
| 8 | LRCX | LAM RESEARCH CORPORATION COM NEW | 22.6K | $9.8M | $6.1M | 1.54% | +7 | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & COMPANY | 23.0K | $7.5M | $8.1M | 2.04% | -313 | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORPORATION | 19.2K | $7.2M | $9.5M | 2.40% | -323 | 2026-06-30 |
| 11 | META | META PLATFORMS INCORPORATED CLASS A | 11.9K | $6.7M | $8.0M | 2.00% | +148 | 2026-06-30 |
| 12 | IVV | ISHARES TR CORE S&P500 ETF | 8.3K | $6.2M | $6.3M | 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 | 1.51% | +57.5K | 2026-06-30 |
| 15 | T | AT&T INCORPORATED | 283.3K | $5.9M | $7.6M | 1.90% | -918 | 2026-06-30 |
| 16 | MPC | MARATHON PETE CORPORATION | 21.8K | $5.6M | $9.0M | 2.26% | -186 | 2026-06-30 |
| 17 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | 14.6K | $5.2M | $5.0M | 1.26% | -139 | 2026-06-30 |
| 18 | CVX | CHEVRON CORPORATION | 24.8K | $4.1M | $5.4M | 1.36% | +1 | 2026-06-30 |
| 19 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | 11.5K | $4.1M | $4.0M | 1.00% | +1 | 2026-06-30 |
| 20 | AVGO | BROADCOM INCORPORATED | 10.4K | $3.9M | $3.5M | 0.89% | -41 | 2026-06-30 |
| 21 | AFL | AFLAC INCORPORATED | 33.4K | $3.9M | $3.9M | 0.99% | +12 | 2026-06-30 |
| 22 | V | VISA INCORPORATED COM CLASS A | 11.1K | $3.8M | $4.2M | 1.05% | -3 | 2026-06-30 |
| 23 | BAC | BANK OF AMER CORPORATION | 65.6K | $3.7M | $3.9M | 0.98% | +1 | 2026-06-30 |
| 24 | IWD | ISHARES TR RUS 1000 VAL ETF | 15.2K | $3.7M | $3.9M | 0.97% | +745 | 2026-06-30 |
| 25 | EFV | ISHARES TR EAFE VALUE ETF | 47.9K | $3.7M | $3.9M | 0.98% | -763 | 2026-06-30 |
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