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
$3.67T
$23.6 Billion 8.21% of portfolio
137,534
Q3 2024 Reduced 7.65%
$366B
$13.9 Billion 4.86% of portfolio
15,431
Q3 2024 Added 855.88%
$3.08T
$9.96 Billion 3.47% of portfolio
23,665
Q3 2024 Reduced 2.31%
$2.02T
$8.6 Billion 2.99% of portfolio
47,670
Q3 2024 Reduced 2.29%
$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%
$240B
$7.45 Billion 2.6% of portfolio
123,856
Q3 2024 Reduced 0.03%
$1.27T
$5.33 Billion 1.86% of portfolio
10,981
Q3 2024 Added 0.95%
$718B
$5.19 Billion 1.81% of portfolio
25,899
Q3 2024 Reduced 2.46%
$79.4B
$5.17 Billion 1.8% of portfolio
25,643
Q3 2024 Reduced 0.68%
$164B
$4.98 Billion 1.73% of portfolio
282,766
Q3 2024 Reduced 0.62%
$206B
$4.89 Billion 1.7% of portfolio
13,345
Q3 2024 Reduced 1.39%
$253B
$4.31 Billion 1.5% of portfolio
32,650
Q3 2024 Reduced 3.33%
$316B
$3.92 Billion 1.37% of portfolio
24,882
Q3 2024 Added 4.84%
$336B
$3.91 Billion 1.36% of portfolio
12,993
Q3 2024 Reduced 1.45%
$0
$3.84 Billion 1.34% of portfolio
11,164
Q3 2024 Added 0.09%
$614B
$3.43 Billion 1.19% of portfolio
8,155
Q3 2024 Reduced 2.37%
$0
$3.36 Billion 1.17% of portfolio
24,904
Q3 2024 Reduced 2.22%
$5.36B
$3.3 Billion 1.15% of portfolio
15,383
Q3 2024 Reduced 16.64%
$507B
$3.13 Billion 1.09% of portfolio
11,204
Q3 2024 Added 0.92%
$70.6B
$2.98 Billion 1.04% of portfolio
34,764
Q3 2024 Added 0.09%
$131B
$2.89 Billion 1.01% of portfolio
42,219
Q3 2024 Reduced 1.71%
$82.6B
$2.86 Billion 1.0% of portfolio
8,053
Q3 2024 Reduced 0.17%
$142B
$2.85 Billion 0.99% of portfolio
22,380
Q3 2024 Added 0.05%
$1.03T
$2.84 Billion 0.99% of portfolio
18,657
Q3 2024 Added 4.23%
$519B
$2.76 Billion 0.96% of portfolio
21,959
Q3 2024 Reduced 0.34%
$24B
$2.51 Billion 0.88% of portfolio
22,425
Q4 2023 New
$373B
$2.52 Billion 0.88% of portfolio
66,494
Q3 2024 Reduced 1.14%
$9.97B
$2.5 Billion 0.87% of portfolio
2,577
Q3 2024 Added 0.27%
$0
$2.51 Billion 0.87% of portfolio
15,402
Q4 2023 New
$6.31B
$2.4 Billion 0.84% of portfolio
97,812
Q3 2024 Reduced 53.16%
$90.5B
$2.32 Billion 0.81% of portfolio
61,688
Q3 2024 Added 0.88%
$559B
$2.28 Billion 0.79% of portfolio
4,601
Q3 2024 Reduced 4.48%
$0
$2.25 Billion 0.78% of portfolio
12,558
Q3 2024 Added 3.14%
$407B
$2.1 Billion 0.73% of portfolio
13,254
Q3 2024 Reduced 1.61%
$195B
$1.98 Billion 0.69% of portfolio
4,951
Q3 2024 Added 1.78%
$57.9B
$1.97 Billion 0.69% of portfolio
30,229
Q3 2024 Reduced 1.12%
$1T
$1.87 Billion 0.65% of portfolio
12,417
Q3 2024 Reduced 4.63%
$508B
$1.87 Billion 0.65% of portfolio
16,122
Q3 2024 Added 52.45%
$66.4B
$1.84 Billion 0.64% of portfolio
1,391
Q3 2024 Added 887.78%
$0
$1.82 Billion 0.63% of portfolio
3,459
Q3 2024 Added 14.66%
$118B
$1.74 Billion 0.61% of portfolio
6,708
Q3 2024 Added 0.46%
$147B
$1.73 Billion 0.6% of portfolio
7,042
Q3 2024 Reduced 1.58%
$25.3B
$1.63 Billion 0.57% of portfolio
32,544
Q3 2024 Reduced 14.26%
$72.8B
$1.57 Billion 0.55% of portfolio
40,200
Q3 2024 Reduced 0.49%
$0
$1.53 Billion 0.53% of portfolio
2,922
Q3 2024 Added 2.02%
Canadian Pacific Kansas City (Canada)
-
$1.48 Billion 0.52% of portfolio
-
Q3 2024 Reduced 1.17%
$55B
$1.48 Billion 0.52% of portfolio
8,579
Q3 2024 Reduced 0.13%
$0
$1.5 Billion 0.52% of portfolio
82,412
Q3 2024 Reduced 1.6%

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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