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
$0
$590 Million 0.21% of portfolio
24,651
Q3 2024 Added 1.52%
$6.28B
$594 Million 0.21% of portfolio
4,134
Q3 2024 Reduced 0.46%
$0
$616 Million 0.21% of portfolio
4,170
Q3 2024 Added 0.7%
$88.4B
$585 Million 0.2% of portfolio
4,256
Q3 2024 Reduced 0.99%
$61.2B
$572 Million 0.2% of portfolio
2,246
Q3 2024 Added 8.37%
$101B
$572 Million 0.2% of portfolio
1,575
Q3 2024 Added 0.13%
$88.8B
$562 Million 0.2% of portfolio
8,026
Q3 2024 Added 0.9%
$205B
$544 Million 0.19% of portfolio
4,782
Q3 2024 Added 5.4%
$0
$538 Million 0.19% of portfolio
23,414
Q3 2024 Added 4.84%
$39.7B
$546 Million 0.19% of portfolio
4,409
Q3 2024 Reduced 61.22%
$16B
$536 Million 0.19% of portfolio
5,100
Q3 2024 Reduced 3.29%
$132B
$526 Million 0.18% of portfolio
1,280
Q3 2024 Reduced 27.03%
$43.5B
$486 Million 0.17% of portfolio
5,084
Q3 2024 Reduced 74.67%
$0
$474 Million 0.17% of portfolio
29,010
Q3 2024 Reduced 12.71%
$54.8B
$462 Million 0.16% of portfolio
2,856
Q3 2024 Added 31.62%
$28.9B
$468 Million 0.16% of portfolio
11,875
Q3 2024 Added 75.93%
$32.5B
$450 Million 0.16% of portfolio
2,269
Q3 2024 Added 1.94%
$155B
$434 Million 0.15% of portfolio
1,527
Q3 2024 Reduced 10.15%
$85.1B
$421 Million 0.15% of portfolio
2,047
Q3 2024 Added 14.66%
$127B
$408 Million 0.14% of portfolio
5,286
Q3 2024 Reduced 43.34%
$0
$395 Million 0.14% of portfolio
18,117
Q3 2024 Reduced 1.27%
$59B
$385 Million 0.13% of portfolio
1,553
Q3 2024 Reduced 1.42%
$20.1B
$388 Million 0.13% of portfolio
2,319
Q3 2024 Reduced 0.86%
$23.2B
$385 Million 0.13% of portfolio
253
Q1 2024 Reduced 31.81%
$387M
$383 Million 0.13% of portfolio
32,926
Q3 2024 Added 40.19%
$52B
$339 Million 0.12% of portfolio
4,570
Q3 2024 Added 0.15%
$46.1B
$334 Million 0.12% of portfolio
5,001
Q1 2024 Reduced 14.03%
$110B
$345 Million 0.12% of portfolio
1,744
Q4 2023 New
$0
$346 Million 0.12% of portfolio
8,415
Q3 2024 Added 0.65%
$9.92B
$333 Million 0.12% of portfolio
4,036
Q3 2024 Added 0.05%
$152B
$335 Million 0.12% of portfolio
1,632
Q3 2024 Reduced 36.27%
$100B
$352 Million 0.12% of portfolio
7,971
Q1 2024 New
$96B
$312 Million 0.11% of portfolio
4,346
Q1 2024 New
Linde PLC Shs (Ireland)
-
$320 Million 0.11% of portfolio
-
Q1 2024 Reduced 19.88%
$70.1B
$319 Million 0.11% of portfolio
2,145
Q3 2024 Added 0.84%
$0
$317 Million 0.11% of portfolio
1,100
Q3 2024 Added 0.36%
$96.3B
$309 Million 0.11% of portfolio
1,029
Q3 2024 Reduced 2.14%
$0
$291 Million 0.1% of portfolio
3,357
Q3 2024 Reduced 7.42%
$3.63B
$286 Million 0.1% of portfolio
6,800
Q4 2023 New
$284B
$275 Million 0.1% of portfolio
4,748
Q1 2024 New
$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%
$11.8B
$256 Million 0.09% of portfolio
8,319
Q1 2024 Reduced 20.24%
$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%
$75.7B
$272 Million 0.09% of portfolio
241
Q3 2024 Added 65.56%
$9.4B
$250 Million 0.09% of portfolio
7,893
Q3 2024 Reduced 35.65%
$195B
$266 Million 0.09% of portfolio
1,513
Q3 2024 Added 1.65%

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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