Gilliland Jeter Wealth Management LLC Portfolio Holdings by Sector
Gilliland Jeter Wealth Management LLC
- $307 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWF VIG VUG IYW IVV VTV IWD SPY 38 stocks |
$60.4 Million
20.03% of portfolio
|
21
|
11
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU ADI NXPI QCOM 6 stocks |
$29 Million
9.61% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$24 Million
7.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW PLTR IIIV 5 stocks |
$16.8 Million
5.57% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$13.2 Million
4.38% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$13 Million
4.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$10.6 Million
3.5% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T IRDM VZ 3 stocks |
$10.5 Million
3.47% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9.89 Million
3.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM BP 3 stocks |
$7.93 Million
2.63% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ LLY NVS PFE AMGN ABBV 7 stocks |
$7.23 Million
2.4% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX INSP ABT STE 4 stocks |
$6.82 Million
2.26% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF AXP SOFI 5 stocks |
$5.92 Million
1.96% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$5.46 Million
1.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM SNOW NOW SHOP 4 stocks |
$5.44 Million
1.8% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE AEP PEG ETR 4 stocks |
$5.19 Million
1.72% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB ALL PGR MKL 4 stocks |
$4.96 Million
1.64% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB DTM LNG 3 stocks |
$4.33 Million
1.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BTO BX GDV ACV CCD CGO MMD 7 stocks |
$4.15 Million
1.38% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$4.14 Million
1.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$4.12 Million
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP AR DVN FANG 4 stocks |
$4.1 Million
1.36% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CADE HBAN HOMB OZK RF SFNC 6 stocks |
$4.03 Million
1.34% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$3.61 Million
1.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI TT 2 stocks |
$3.27 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3.18 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$2.8 Million
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2.67 Million
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$2.04 Million
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE 2 stocks |
$1.87 Million
0.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT CCI UNIT 3 stocks |
$1.8 Million
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$1.61 Million
0.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FIS 2 stocks |
$1.53 Million
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
THC EHC 2 stocks |
$1.35 Million
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.31 Million
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
JBHT UPS 2 stocks |
$1.24 Million
0.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN 1 stocks |
$1.18 Million
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1.09 Million
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
ALE 1 stocks |
$839,061
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$791,130
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$784,889
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
DRI CMG 2 stocks |
$740,113
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
RPM 1 stocks |
$732,417
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ITW 2 stocks |
$653,397
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$584,812
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY MUSA 2 stocks |
$524,879
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ETNB 1 stocks |
$517,995
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$502,257
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$476,539
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$420,806
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$372,833
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$290,167
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
JHX 1 stocks |
$268,900
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$265,406
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$230,551
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$218,441
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR 1 stocks |
$209,874
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$208,649
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE 1 stocks |
$203,320
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI 1 stocks |
$24,273
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
JUPW 1 stocks |
$3,299
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|