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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Billion 0.51% of portfolio
6,990
Q3 2024 Added 0.01%
$0
$1.45 Billion 0.5% of portfolio
5,056
Q3 2024 Added 0.2%
$30.4B
$1.39 Billion 0.48% of portfolio
8,870
Q3 2024 Reduced 23.0%
$418B
$1.35 Billion 0.47% of portfolio
8,302
Q3 2024 Reduced 2.32%
$202B
$1.33 Billion 0.46% of portfolio
14,551
Q3 2024 Reduced 1.29%
$50.1B
$1.32 Billion 0.46% of portfolio
15,348
Q4 2023 New
$0
$1.29 Billion 0.45% of portfolio
13,003
Q3 2024 Reduced 13.56%
$0
$1.25 Billion 0.44% of portfolio
4,766
Q3 2024 New
$18.9B
$1.2 Billion 0.42% of portfolio
6,028
Q3 2024 Added 0.05%
$0
$1.16 Billion 0.4% of portfolio
9,176
Q3 2024 Added 0.48%
$37.5B
$1.14 Billion 0.4% of portfolio
4,501
Q3 2024 Reduced 6.87%
$48.8B
$1.12 Billion 0.39% of portfolio
6,530
Q1 2024 Reduced 1.17%
$0
$1.08 Billion 0.38% of portfolio
36,468
Q3 2024 Reduced 5.2%
$168B
$1.04 Billion 0.36% of portfolio
2,455
Q3 2024 Added 0.12%
$115B
$1.01 Billion 0.35% of portfolio
3,549
Q4 2023 New
$181B
$989 Million 0.34% of portfolio
23,558
Q3 2024 Added 2.84%
$45.7B
$962 Million 0.33% of portfolio
9,088
Q3 2024 Reduced 25.67%
$0
$948 Million 0.33% of portfolio
9,918
Q4 2023 New
$141B
$917 Million 0.32% of portfolio
9,040
Q3 2024 Reduced 3.15%
$25.8B
$928 Million 0.32% of portfolio
66,496
Q3 2024 Reduced 7.19%
$427B
$873 Million 0.3% of portfolio
1,192
Q1 2024 Reduced 2.45%
$0
$855 Million 0.3% of portfolio
9,988
Q3 2024 Reduced 0.1%
$38.8B
$864 Million 0.3% of portfolio
2,212
Q3 2024 Reduced 40.33%
$430B
$821 Million 0.29% of portfolio
2,142
Q3 2024 Reduced 36.27%
$95.1B
$830 Million 0.29% of portfolio
4,200
Q3 2024 Added 0.17%
$711B
$846 Million 0.29% of portfolio
1,088
Q3 2024 Added 21.78%
$0
$840 Million 0.29% of portfolio
14,675
Q3 2024 Added 0.06%
$141B
$816 Million 0.28% of portfolio
6,210
Q3 2024 Added 0.08%
$112B
$767 Million 0.27% of portfolio
6,505
Q3 2024 Added 1.05%
$3.71B
$781 Million 0.27% of portfolio
13,096
Q4 2023 New
$200B
$775 Million 0.27% of portfolio
4,060
Q3 2024 Reduced 2.29%
$35.5B
$789 Million 0.27% of portfolio
6,141
Q3 2024 Reduced 98.84%
$17.8B
$781 Million 0.27% of portfolio
6,565
Q3 2024 Added 0.81%
$3.15B
$773 Million 0.27% of portfolio
39,740
Q3 2024 Reduced 19.55%
$0
$722 Million 0.25% of portfolio
1,626
Q3 2024 Added 9.53%
$10.5B
$685 Million 0.24% of portfolio
11,212
Q4 2023 New
$21.4B
$696 Million 0.24% of portfolio
3,096
Q3 2024 Reduced 7.88%
$5.84B
$698 Million 0.24% of portfolio
15,363
Q3 2024 Reduced 19.08%
$156B
$692 Million 0.24% of portfolio
3,346
Q3 2024 Reduced 0.81%
$497B
$703 Million 0.24% of portfolio
1,459
Q1 2024 Reduced 25.37%
$214B
$663 Million 0.23% of portfolio
869
Q3 2024 Reduced 3.91%
$144B
$663 Million 0.23% of portfolio
23,898
Q3 2024 Added 2.23%
$3.69B
$661 Million 0.23% of portfolio
25,258
Q3 2024 Added 35.89%
$98.4B
$619 Million 0.22% of portfolio
4,163
Q3 2024 Added 0.24%
$9.94B
$639 Million 0.22% of portfolio
22,045
Q3 2024 Added 0.91%
$0
$630 Million 0.22% of portfolio
2,425
Q3 2024 Added 9.57%
$102B
$627 Million 0.22% of portfolio
14,366
Q3 2024 Added 0.54%
$0
$646 Million 0.22% of portfolio
2,476
Q3 2024 Added 0.12%
$0
$631 Million 0.22% of portfolio
3,000
Q3 2024 Added 0.5%

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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