Gilliland Jeter Wealth Management LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $297 Billion distributed in 687 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6B, Nvidia Corp with a value of $19B, Microsoft Corp with a value of $10.4B, Amazon Com Inc with a value of $9.13B, and Ishares Russell 1000 Gr ETF with a value of $9.09B.

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

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 $297 Billion
Technology: $80.7 Billion
ETFs: $53.8 Billion
Financial Services: $37.4 Billion
Energy: $24.1 Billion
Healthcare: $23.4 Billion
Communication Services: $18.9 Billion
Consumer Defensive: $17.6 Billion
Industrials: $14.5 Billion
Other: $24.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 687
  • Current Value $297 Billion
  • Prior Value $287 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 24, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 74 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
Track This Portfolio

Track Gilliland Jeter Wealth Management LLC Portfolio

Follow Gilliland Jeter Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gilliland Jeter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gilliland Jeter Wealth Management LLC with notifications on news.