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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.44 Billion 2.94% of portfolio
25,042
Q3 2024 Added 3.46%
$0
$8.06 Billion 2.81% of portfolio
44,157
Q3 2024 Added 3.75%
$0
$3.84 Billion 1.34% of portfolio
11,164
Q3 2024 Added 0.09%
$0
$3.36 Billion 1.17% of portfolio
24,904
Q3 2024 Reduced 2.22%
$0
$2.51 Billion 0.87% of portfolio
15,402
Q4 2023 New
$0
$2.25 Billion 0.78% of portfolio
12,558
Q3 2024 Added 3.14%
$0
$1.82 Billion 0.63% of portfolio
3,459
Q3 2024 Added 14.66%
$0
$1.53 Billion 0.53% of portfolio
2,922
Q3 2024 Added 2.02%
$0
$1.5 Billion 0.52% of portfolio
82,412
Q3 2024 Reduced 1.6%
$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%
$0
$1.29 Billion 0.45% of portfolio
13,003
Q3 2024 Reduced 13.56%
$0
$1.16 Billion 0.4% of portfolio
9,176
Q3 2024 Added 0.48%
$0
$948 Million 0.33% of portfolio
9,918
Q4 2023 New
$0
$855 Million 0.3% of portfolio
9,988
Q3 2024 Reduced 0.1%
$0
$840 Million 0.29% of portfolio
14,675
Q3 2024 Added 0.06%
$0
$630 Million 0.22% of portfolio
2,425
Q3 2024 Added 9.57%
$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%
$0
$616 Million 0.21% of portfolio
4,170
Q3 2024 Added 0.7%
$81.6B
$421 Million 0.15% of portfolio
2,047
Q3 2024 Added 14.66%
$0
$346 Million 0.12% of portfolio
8,415
Q3 2024 Added 0.65%
$0
$317 Million 0.11% of portfolio
1,100
Q3 2024 Added 0.36%
$0
$291 Million 0.1% of portfolio
3,357
Q3 2024 Reduced 7.42%
$0
$297 Million 0.1% of portfolio
3,193
Q4 2023 New
$0
$289 Million 0.1% of portfolio
6,254
Q3 2024 Added 0.72%
$0
$295 Million 0.1% of portfolio
1,536
Q3 2024 Reduced 0.84%
$0
$255 Million 0.09% of portfolio
6,561
Q3 2024 Reduced 4.15%
$0
$247 Million 0.09% of portfolio
5,854
Q3 2024 Reduced 2.39%
$0
$214 Million 0.07% of portfolio
1,304
Q3 2024 Added 87.5%
$0
$210 Million 0.07% of portfolio
4,983
Q3 2024 Reduced 2.49%
$0
$163 Million 0.06% of portfolio
3,000
Q3 2024 Added 102.7%
$0
$163 Million 0.06% of portfolio
3,000
Q1 2024 New
$0
$182 Million 0.06% of portfolio
2,155
Q3 2024 Added 103.67%
$0
$167 Million 0.06% of portfolio
3,177
Q3 2024 Reduced 33.33%
$0
$163 Million 0.06% of portfolio
872
Q3 2024 Added 26.38%
$0
$158 Million 0.05% of portfolio
3,554
Q3 2024 Added 109.51%
$0
$151 Million 0.05% of portfolio
2,538
Q3 2024 Added 1.02%
$0
$151 Million 0.05% of portfolio
5,704
Q3 2024 Added 34.68%
$0
$119 Million 0.04% of portfolio
1,051
Q3 2024 Reduced 33.4%
$0
$103 Million 0.04% of portfolio
649
Q1 2024 New
$0
$114 Million 0.04% of portfolio
625
Q1 2024 New
$0
$105 Million 0.04% of portfolio
1,253
Q1 2024 New
$0
$114 Million 0.04% of portfolio
945
Q3 2024 Added 1.48%
$0
$115 Million 0.04% of portfolio
1,112
Q1 2024 New
$0
$83.8 Million 0.03% of portfolio
1,039
Q1 2024 New
$0
$79.8 Million 0.03% of portfolio
634
Q3 2024 Reduced 17.35%
$0
$84.8 Million 0.03% of portfolio
371
Q1 2024 New
$0
$81.5 Million 0.03% of portfolio
1,452
Q3 2024 Reduced 33.33%

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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