Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $296 Billion
  • Q4 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.4B, Nvidia Corp with a value of $20.4B, Walmart Inc. with a value of $11.2B, Ishares Russell 1000 Gr ETF with a value of $10.4B, and Amazon Com Inc with a value of $10.2B.

Examining the 13F form we can see an decrease of $13.3B in the current position value, from $310B to 296B.

Gilliland Jeter Wealth Management LLC is based out at Little Rock, AR

Below you can find more details about Gilliland Jeter Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $296 Billion
Technology: $83.4 Billion
ETFs: $58 Billion
Financial Services: $37.8 Billion
Healthcare: $22.3 Billion
Communication Services: $20.5 Billion
Energy: $20.5 Billion
Consumer Defensive: $16.6 Billion
Consumer Cyclical: $14 Billion
Other: $21.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$996 Million 0.34% of portfolio
34,322
Q3 2024 Added 35.89%
$185B
$968 Million 0.33% of portfolio
24,216
Q4 2024 Reduced 0.05%
$21.6B
$970 Million 0.33% of portfolio
59,620
Q4 2024 Reduced 3.39%
$795B
$945 Million 0.32% of portfolio
1,224
Q4 2024 Reduced 7.62%
$171B
$887 Million 0.3% of portfolio
837
Q4 2024 Added 0.24%
$3.75B
$849 Million 0.29% of portfolio
13,096
Q4 2023 New
$226B
$873 Million 0.29% of portfolio
3,970
Q4 2024 Added 0.08%
$34.7B
$824 Million 0.28% of portfolio
4,193
Q4 2024 Added 0.02%
$15B
$818 Million 0.28% of portfolio
6,644
Q4 2024 Added 0.39%
$160B
$791 Million 0.27% of portfolio
3,299
Q4 2024 Reduced 0.6%
$23.6B
$766 Million 0.26% of portfolio
23,397
Q4 2024 Reduced 16.15%
$511B
$768 Million 0.26% of portfolio
1,459
Q1 2024 Reduced 25.37%
$104B
$757 Million 0.26% of portfolio
14,482
Q4 2024 Added 0.26%
$5.87B
$764 Million 0.26% of portfolio
27,012
Q4 2024 Reduced 41.04%
$99.5B
$772 Million 0.26% of portfolio
4,210
Q4 2024 Added 0.07%
$12.3B
$780 Million 0.26% of portfolio
22,245
Q3 2024 Added 0.91%
$2.62B
$710 Million 0.24% of portfolio
32,004
Q4 2024 Added 0.11%
$240B
$644 Million 0.22% of portfolio
6,619
Q4 2024 Added 8.54%
$223B
$612 Million 0.21% of portfolio
5,412
Q4 2024 Added 7.38%
$13.8B
$623 Million 0.21% of portfolio
4,932
Q3 2024 Reduced 3.29%
$97B
$617 Million 0.21% of portfolio
4,137
Q4 2024 Reduced 1.83%
$0
$599 Million 0.2% of portfolio
24,783
Q4 2024 Added 0.96%
$49.9B
$605 Million 0.2% of portfolio
3,917
Q4 2024 Added 4.2%
$111B
$554 Million 0.19% of portfolio
6,584
Q4 2024 Added 0.17%
$54.3B
$564 Million 0.19% of portfolio
2,403
Q4 2024 Reduced 1.27%
$45.2B
$576 Million 0.19% of portfolio
6,342
Q4 2024 Reduced 6.11%
$5.28B
$555 Million 0.19% of portfolio
12,471
Q4 2024 Added 0.31%
$147B
$522 Million 0.18% of portfolio
19,690
Q4 2024 Reduced 19.4%
$0
$539 Million 0.18% of portfolio
24,553
Q4 2024 Reduced 1.89%
$22.5B
$536 Million 0.18% of portfolio
2,608
Q4 2024 Reduced 8.56%
$85.7B
$527 Million 0.18% of portfolio
4,183
Q4 2024 Added 0.24%
$362B
$532 Million 0.18% of portfolio
1,369
Q4 2024 Added 0.29%
$30.6B
$469 Million 0.16% of portfolio
7,759
Q3 2024 Added 1,251.74%
$84.2B
$473 Million 0.16% of portfolio
399
Q3 2024 Added 65.56%
$97.9B
$436 Million 0.15% of portfolio
1,579
Q4 2024 Added 0.13%
$25B
$437 Million 0.15% of portfolio
253
Q1 2024 Reduced 31.81%
$23B
$411 Million 0.14% of portfolio
2,203
Q4 2024 Reduced 4.18%
$0
$414 Million 0.14% of portfolio
17,037
Q4 2024 Reduced 4.75%
$40.3B
$425 Million 0.14% of portfolio
1,112
Q4 2024 Reduced 15.76%
$87.7B
$424 Million 0.14% of portfolio
7,105
Q4 2024 Reduced 12.26%
$41.5B
$423 Million 0.14% of portfolio
5,001
Q1 2024 Reduced 14.03%
$81.1B
$372 Million 0.13% of portfolio
1,008
Q4 2024 Added 0.1%
$145B
$397 Million 0.13% of portfolio
937
Q4 2024 Added 0.32%
$28B
$376 Million 0.13% of portfolio
2,296
Q4 2024 Reduced 0.73%
$9.91B
$373 Million 0.13% of portfolio
4,039
Q4 2024 Added 0.02%
$66.2B
$387 Million 0.13% of portfolio
2,169
Q4 2024 Added 0.28%
$6.6B
$396 Million 0.13% of portfolio
3,615
Q4 2024 Reduced 12.15%
$108B
$371 Million 0.13% of portfolio
1,744
Q4 2023 New
$169B
$358 Million 0.12% of portfolio
1,375
Q4 2024 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $296 Billion
  • Prior Value $310 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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