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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.9B
$1.29 Billion 0.44% of portfolio
7,098
Q4 2024 Added 100.0%
$0
$1.22 Billion 0.41% of portfolio
9,224
Q4 2024 Added 0.04%
$154B
$1.21 Billion 0.41% of portfolio
2,426
Q4 2024 Reduced 1.3%
$0
$1.22 Billion 0.41% of portfolio
34,276
Q4 2024 Reduced 0.85%
$0
$1.18 Billion 0.4% of portfolio
9,918
Q4 2023 New
$9.13B
$1.11 Billion 0.38% of portfolio
11,212
Q4 2023 New
$50.4B
$1.12 Billion 0.38% of portfolio
6,530
Q1 2024 Reduced 1.17%
$433B
$1.09 Billion 0.37% of portfolio
1,195
Q4 2024 Added 0.25%
$5.01B
$1.11 Billion 0.37% of portfolio
32,249
Q4 2024 Reduced 0.78%
$92.5B
$1.07 Billion 0.36% of portfolio
6,210
Q4 2024 Reduced 0.08%
$152B
$1.06 Billion 0.36% of portfolio
8,771
Q4 2024 Added 0.18%
$24.4B
$1.02 Billion 0.35% of portfolio
6,364
Q4 2024 Reduced 6.82%
$14.3B
$1.03 Billion 0.35% of portfolio
6,032
Q4 2024 Added 0.02%
Canadian Pacific Kansas City (Canada)
-
$1.01 Billion 0.34% of portfolio
-
Q4 2024 Reduced 16.25%
$3.06B
$996 Million 0.34% of portfolio
34,322
Q3 2024 Added 35.89%
$0
$1.01 Billion 0.34% of portfolio
1,973
Q4 2024 Added 10.78%
$0
$969 Million 0.33% of portfolio
9,632
Q4 2024 Reduced 14.31%
$19B
$970 Million 0.33% of portfolio
59,620
Q4 2024 Reduced 3.39%
$717B
$945 Million 0.32% of portfolio
1,224
Q4 2024 Reduced 7.62%
$0
$876 Million 0.3% of portfolio
9,981
Q4 2024 Added 0.03%
$162B
$887 Million 0.3% of portfolio
837
Q4 2024 Added 0.24%
$3.71B
$849 Million 0.29% of portfolio
13,096
Q4 2023 New
$214B
$873 Million 0.29% of portfolio
3,970
Q4 2024 Added 0.08%
$0
$868 Million 0.29% of portfolio
14,694
Q4 2024 Added 0.07%
$28B
$824 Million 0.28% of portfolio
4,193
Q4 2024 Added 0.02%
$13.7B
$818 Million 0.28% of portfolio
6,644
Q4 2024 Added 0.39%
$163B
$791 Million 0.27% of portfolio
3,299
Q4 2024 Reduced 0.6%
$18.8B
$766 Million 0.26% of portfolio
23,397
Q4 2024 Reduced 16.15%
$489B
$768 Million 0.26% of portfolio
1,459
Q1 2024 Reduced 25.37%
$102B
$757 Million 0.26% of portfolio
14,482
Q4 2024 Added 0.26%
$0
$767 Million 0.26% of portfolio
2,646
Q4 2024 Reduced 0.41%
$5.29B
$764 Million 0.26% of portfolio
27,012
Q4 2024 Reduced 41.04%
$101B
$772 Million 0.26% of portfolio
4,210
Q4 2024 Added 0.07%
$9.97B
$780 Million 0.26% of portfolio
22,245
Q3 2024 Added 0.91%
$19.3B
$762 Million 0.26% of portfolio
28,037
Q4 2024 Added 34.2%
$0
$739 Million 0.25% of portfolio
2,637
Q4 2024 Added 6.37%
$2.29B
$710 Million 0.24% of portfolio
32,004
Q4 2024 Added 0.11%
$0
$666 Million 0.22% of portfolio
3,015
Q3 2024 Added 0.5%
$235B
$644 Million 0.22% of portfolio
6,619
Q4 2024 Added 8.54%
$224B
$612 Million 0.21% of portfolio
5,412
Q4 2024 Added 7.38%
$13.5B
$623 Million 0.21% of portfolio
4,932
Q3 2024 Reduced 3.29%
$89.2B
$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%
$0
$602 Million 0.2% of portfolio
4,374
Q4 2024 Added 4.17%
$46.3B
$605 Million 0.2% of portfolio
3,917
Q4 2024 Added 4.2%
$77.2B
$554 Million 0.19% of portfolio
6,584
Q4 2024 Added 0.17%
$0
$573 Million 0.19% of portfolio
3,219
Q4 2024 Added 31.66%
$102B
$568 Million 0.19% of portfolio
2,347
Q3 2024 Added 14.66%
$51.3B
$564 Million 0.19% of portfolio
2,403
Q4 2024 Reduced 1.27%

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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