Gilliland Jeter Wealth Management LLC Portfolio Holdings

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q1 2024

Gilliland Jeter Wealth Management LLC has filed its 13F form on May 02, 2024 for Q1 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 increase of $45.3B in the current position value, from $242B 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
$3.38T
$23.6 Billion 8.21% of portfolio
137,534
Q1 2024 Reduced 0.97%
$308B
$13.9 Billion 4.86% of portfolio
15,431
Q1 2024 Reduced 1.31%
$3.33T
$9.96 Billion 3.47% of portfolio
23,665
Q1 2024 Reduced 1.67%
$1.97T
$8.6 Billion 2.99% of portfolio
47,670
Q1 2024 Reduced 0.84%
$0
$8.44 Billion 2.94% of portfolio
25,042
Q1 2024 Added 0.11%
$0
$8.06 Billion 2.81% of portfolio
44,157
Q1 2024 Added 0.49%
$184B
$7.45 Billion 2.6% of portfolio
123,856
Q1 2024 Added 191.96%
$1.13T
$5.33 Billion 1.86% of portfolio
10,981
Q1 2024 Reduced 7.34%
$593B
$5.19 Billion 1.81% of portfolio
25,899
Q1 2024 Added 8.12%
$86.5B
$5.17 Billion 1.8% of portfolio
25,643
Q1 2024 Added 0.14%
$136B
$4.98 Billion 1.73% of portfolio
282,766
Q1 2024 Added 6.52%
$176B
$4.89 Billion 1.7% of portfolio
13,345
Q1 2024 Reduced 0.96%
$314B
$4.31 Billion 1.5% of portfolio
32,650
Q1 2024 Added 6.26%
$306B
$3.92 Billion 1.37% of portfolio
24,882
Q1 2024 Added 19.43%
$257B
$3.91 Billion 1.36% of portfolio
12,993
Q1 2024 Reduced 3.07%
$0
$3.84 Billion 1.34% of portfolio
11,164
Q1 2024 Added 1.33%
$529B
$3.43 Billion 1.19% of portfolio
8,155
Q1 2024 Added 3.15%
$0
$3.36 Billion 1.17% of portfolio
24,904
Q1 2024 Added 1.02%
$3.85B
$3.3 Billion 1.15% of portfolio
15,383
Q1 2024 Reduced 7.12%
$429B
$3.13 Billion 1.09% of portfolio
11,204
Q1 2024 Reduced 0.79%
$56.4B
$2.98 Billion 1.04% of portfolio
34,764
Q1 2024 Added 0.07%
$110B
$2.89 Billion 1.01% of portfolio
42,219
Q1 2024 Added 7.21%
$64.4B
$2.86 Billion 1.0% of portfolio
8,053
Q1 2024 Reduced 0.91%
$146B
$2.85 Billion 0.99% of portfolio
22,380
Q1 2024 Reduced 2.4%
$1.12T
$2.84 Billion 0.99% of portfolio
18,657
Q1 2024 Reduced 8.27%
$381B
$2.76 Billion 0.96% of portfolio
21,959
Q1 2024 Added 10.2%
$319B
$2.52 Billion 0.88% of portfolio
66,494
Q1 2024 Reduced 4.26%
$21.5B
$2.51 Billion 0.88% of portfolio
22,425
Q4 2023 New
$0
$2.51 Billion 0.87% of portfolio
15,402
Q4 2023 New
$145B
$2.5 Billion 0.87% of portfolio
2,577
Q1 2024 Added 0.04%
$4.91B
$2.4 Billion 0.84% of portfolio
97,812
Q4 2023 New
$111B
$2.32 Billion 0.81% of portfolio
61,688
Q1 2024 Reduced 10.73%
$476B
$2.28 Billion 0.79% of portfolio
4,601
Q1 2024 Added 15.54%
$0
$2.25 Billion 0.78% of portfolio
12,558
Q1 2024 Added 0.11%
$382B
$2.1 Billion 0.73% of portfolio
13,254
Q1 2024 Reduced 15.8%
$45.8B
$1.97 Billion 0.69% of portfolio
30,229
Q1 2024 Reduced 20.13%
$157B
$1.98 Billion 0.69% of portfolio
4,951
Q4 2023 New
$480B
$1.87 Billion 0.65% of portfolio
16,122
Q1 2024 Added 0.08%
$1.09T
$1.87 Billion 0.65% of portfolio
12,417
Q1 2024 Added 4.94%
$650B
$1.84 Billion 0.64% of portfolio
1,391
Q1 2024 Reduced 6.83%
$0
$1.82 Billion 0.63% of portfolio
3,459
Q1 2024 Added 37.86%
$106B
$1.74 Billion 0.61% of portfolio
6,708
Q1 2024 Added 7.64%
$139B
$1.73 Billion 0.6% of portfolio
7,042
Q1 2024 Reduced 3.32%
$31B
$1.63 Billion 0.57% of portfolio
32,544
Q1 2024 Added 3.11%
$51.8B
$1.57 Billion 0.55% of portfolio
40,200
Q1 2024 Reduced 2.37%
$0
$1.53 Billion 0.53% of portfolio
2,922
Q1 2024 Reduced 2.73%
$0
$1.5 Billion 0.52% of portfolio
82,412
Q1 2024 Reduced 4.09%
Canadian Pacific Kansas City (Canada)
-
$1.48 Billion 0.52% of portfolio
-
Q1 2024 Reduced 1.81%
$43.2B
$1.48 Billion 0.52% of portfolio
8,579
Q1 2024 Reduced 2.23%

Summary

  • Portfolio
  • No. of Stocks 633
  • Current Value $287 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 470 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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