Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $287 Billion distributed in 633 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.6B, Nvidia Corp with a value of $13.9B, Microsoft Corp with a value of $9.96B, Amazon Com Inc with a value of $8.6B, and Ishares Russell 1000 Gr ETF with a value of $8.44B.

Examining the 13F form we can see an decrease of $9.76B in the current position value, from $297B to 287B.

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 $287 Billion
Technology: $70.5 Billion
ETFs: $51.6 Billion
Financial Services: $39 Billion
Energy: $25.2 Billion
Healthcare: $24.8 Billion
Communication Services: $17.2 Billion
Consumer Defensive: $16.9 Billion
Industrials: $15.8 Billion
Other: $24 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$357M
$383 Million 0.13% of portfolio
32,926
Q3 2024 Added 40.19%
$1.27B
$244 Million 0.09% of portfolio
41,416
Q3 2024 Reduced 12.66%
$527M
$192 Million 0.07% of portfolio
8,400
Q1 2024 New
$1.55B
$101 Million 0.04% of portfolio
7,234
Q3 2024 Added 2.5%
$1.67B
$87.2 Million 0.03% of portfolio
30
Q3 2024 Added 15,400.0%
$559M
$96.4 Million 0.03% of portfolio
2,806
Q3 2024 Reduced 55.74%
$1.43B
$67.9 Million 0.02% of portfolio
6,100
Q3 2024 Added 4.18%
$821M
$22.8 Million 0.01% of portfolio
1,000
Q1 2024 New
$1.76B
$34.6 Million 0.01% of portfolio
2,900
Q1 2024 New
$1.73B
$14.4 Million 0.01% of portfolio
1,800
Q1 2024 New
$481M
$25.8 Million 0.01% of portfolio
2,500
Q3 2024 Added 81.88%
$1.21B
$36.2 Million 0.01% of portfolio
3,600
Q3 2024 Reduced 16.67%
$678M
$1.75 Million 0.0% of portfolio
36
Q1 2024 New
$784M
$200,000 0.0% of portfolio
7
Q1 2024 New
$1.39B
$1.63 Million 0.0% of portfolio
124
Q1 2024 New
$1.55B
$886,000 0.0% of portfolio
120
Q1 2024 New
$1.93B
$1.11 Million 0.0% of portfolio
22
Q3 2024 Reduced 9.09%
$1.47B
$457,000 0.0% of portfolio
8
Q1 2024 New
$577M
$189,000 0.0% of portfolio
19
Q1 2024 New
$1.82B
$3.54 Million 0.0% of portfolio
18
Q1 2024 New
$1.37B
$376,000 0.0% of portfolio
6
Q1 2024 New
$1.43B
$3.8 Million 0.0% of portfolio
250
Q1 2024 New
$1.74B
$3.07 Million 0.0% of portfolio
74
Q1 2024 New
$1.48B
$11.1 Million 0.0% of portfolio
370
Q3 2024 New
$511M
$775,000 0.0% of portfolio
9
Q1 2024 New
$564M
$783,000 0.0% of portfolio
20
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 633
  • Current Value $287 Billion
  • Prior Value $297 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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