Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $283 Billion
  • Q1 2025

Gilliland Jeter Wealth Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.8B, Nvidia Corp with a value of $17B, Walmart Inc. with a value of $10.7B, Ishares Russell 1000 Gr ETF with a value of $9.48B, and Vanguard Dividend Appreciation with a value of $8.85B.

Examining the 13F form we can see an decrease of $13.4B in the current position value, from $296B to 283B.

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 $283 Billion
Technology: $69.9 Billion
ETFs: $54.9 Billion
Financial Services: $37.8 Billion
Healthcare: $22.2 Billion
Energy: $22 Billion
Communication Services: $20.8 Billion
Consumer Defensive: $16.8 Billion
Industrials: $12.9 Billion
Other: $21.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$928 Million 0.33% of portfolio
3,280
Q1 2025 Reduced 0.58%
$21.5B
$941 Million 0.33% of portfolio
25,157
Q1 2025 Added 7.52%
$24B
$922 Million 0.33% of portfolio
61,423
Q1 2025 Added 3.02%
$4.01B
$937 Million 0.33% of portfolio
34,311
Q1 2025 Reduced 0.03%
$108B
$905 Million 0.32% of portfolio
4,160
Q1 2025 Reduced 1.19%
$9.96B
$900 Million 0.32% of portfolio
22,245
Q3 2024 Added 0.91%
$15.7B
$874 Million 0.31% of portfolio
5,909
Q1 2025 Reduced 2.04%
$107B
$871 Million 0.31% of portfolio
14,519
Q1 2025 Added 0.26%
$29.5B
$877 Million 0.31% of portfolio
5,857
Q1 2025 Reduced 7.97%
$3.78B
$860 Million 0.3% of portfolio
13,096
Q4 2023 New
$251B
$778 Million 0.28% of portfolio
6,981
Q1 2025 Added 5.47%
$533B
$790 Million 0.28% of portfolio
1,442
Q1 2025 Reduced 1.17%
$6.09B
$798 Million 0.28% of portfolio
28,237
Q1 2025 Added 4.54%
$47.7B
$790 Million 0.28% of portfolio
7,576
Q1 2025 Added 19.46%
$14.4B
$768 Million 0.27% of portfolio
6,636
Q1 2025 Reduced 0.12%
$120B
$743 Million 0.26% of portfolio
5,313
Q1 2025 Reduced 14.44%
$101B
$700 Million 0.25% of portfolio
4,060
Q1 2025 Reduced 1.86%
$194B
$690 Million 0.24% of portfolio
867
Q1 2025 Added 3.58%
$19.4B
$666 Million 0.24% of portfolio
26,255
Q1 2025 Reduced 6.36%
$34.8B
$681 Million 0.24% of portfolio
3,865
Q1 2025 Reduced 7.82%
$16.8B
$663 Million 0.23% of portfolio
4,932
Q3 2024 Reduced 3.29%
$0
$605 Million 0.21% of portfolio
25,082
Q1 2025 Added 1.21%
$67.9B
$576 Million 0.2% of portfolio
3,938
Q1 2025 Added 0.54%
$64.9B
$544 Million 0.19% of portfolio
2,297
Q1 2025 Reduced 4.41%
$6.23B
$544 Million 0.19% of portfolio
12,510
Q1 2025 Added 0.31%
$91.6B
$520 Million 0.18% of portfolio
1,580
Q1 2025 Added 0.06%
$380B
$503 Million 0.18% of portfolio
1,372
Q1 2025 Added 0.22%
$141B
$467 Million 0.17% of portfolio
18,442
Q1 2025 Reduced 6.34%
$0
$492 Million 0.17% of portfolio
24,581
Q1 2025 Added 0.11%
$97B
$479 Million 0.17% of portfolio
7,065
Q1 2025 Reduced 0.56%
$153B
$443 Million 0.16% of portfolio
944
Q1 2025 Added 0.75%
$25.6B
$458 Million 0.16% of portfolio
2,204
Q1 2025 Added 0.05%
$42.8B
$412 Million 0.15% of portfolio
5,001
Q1 2024 Reduced 14.03%
$164B
$423 Million 0.15% of portfolio
1,358
Q1 2025 Reduced 1.24%
$73.8B
$421 Million 0.15% of portfolio
3,829
Q1 2025 Reduced 8.46%
$10.8B
$401 Million 0.14% of portfolio
3,956
Q1 2025 Reduced 2.05%
$1.05T
$400 Million 0.14% of portfolio
1,544
Q1 2025 New
$83.4B
$390 Million 0.14% of portfolio
2,175
Q1 2025 Added 0.28%
$27.4B
$404 Million 0.14% of portfolio
216
Q1 2025 Reduced 14.62%
$0
$363 Million 0.13% of portfolio
17,037
Q4 2024 Reduced 4.75%
$25.2B
$369 Million 0.13% of portfolio
2,310
Q1 2025 Added 0.61%
$466M
$355 Million 0.13% of portfolio
48,879
Q1 2025 Added 23.94%
$121B
$352 Million 0.12% of portfolio
1,744
Q4 2023 New
$104B
$340 Million 0.12% of portfolio
1,008
Q4 2024 Added 0.1%
$49.6B
$343 Million 0.12% of portfolio
4,596
Q1 2025 Added 0.24%
$313B
$333 Million 0.12% of portfolio
4,636
Q4 2024 Reduced 2.36%
$6.55B
$352 Million 0.12% of portfolio
3,315
Q1 2025 Reduced 8.3%
$35.7B
$338 Million 0.12% of portfolio
7,760
Q1 2025 Added 0.01%
$119B
$334 Million 0.12% of portfolio
3,843
Q1 2025 Reduced 41.63%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $283 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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