The Analysis of Gilliland Jeter Wealth Management LLC's Holdings


Currently, Gilliland Jeter Wealth Management LLC holds 172 types of securities in its portfolio with a total value $324.0M. In the most recent quarter, they have increased their positions in ENFR (+43.6K shares, valued at $1.4M), CRM (+1.9K shares, valued at $454.3K), IVV (+663 shares, valued at $443.7K); decreased their positions in NVDA (-6.1K shares, valued at $1.1M), AAPL (-3.6K shares, valued at $922.5K), SKYY (-5.1K shares, valued at $680.8K); initiated new positions in ENFR (+43.6K shares, valued at $1.4M), HUBB (+983 shares, valued at $423.0K), TLH (+3.3K shares, valued at $343.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INCORPORATED113.5K shares-3.09%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION149.1K shares-3.91%2025-09-302025-10-28history
WMT WALMART INCORPORATED118.4K shares-2.24%2025-09-302025-10-28history
IWF ISHARES TR RUS 1000 GRW ETF25.4K shares-3.72%2025-09-302025-10-28history
MSFT MICROSOFT CORPORATION19.9K shares-4.14%2025-09-302025-10-28history
AMZN AMAZON COM INCORPORATED45.1K shares0.05%2025-09-302025-10-28history
VIG VANGUARD DIVIDEND APPRECIATION ETF45.6K shares0.00%2025-09-302025-10-28history
META META PLATFORMS INCORPORATED CLASS A11.2K shares0.15%2025-09-302025-10-28history
Sponsored
T AT&T INCORPORATED284.8K shares-1.09%2025-09-302025-10-28history
JPM JPMORGAN CHASE & COMPANY.23.8K shares-3.16%2025-09-302025-10-28history
CAT CATERPILLAR INCORPORATED12.2K shares-4.83%2025-09-302025-10-28history
ORCL ORACLE CORPORATION20.3K shares-3.67%2025-09-302025-10-28history
VUG VANGUARD GROWTH ETF11.4K shares0.78%2025-09-302025-10-28history
IYW ISHARES TR U.S. TECH ETF22.7K shares-1.17%2025-09-302025-10-28history
MPC MARATHON PETE CORPORATION22.1K shares-4.54%2025-09-302025-10-28history
CVX CHEVRON CORPORATION NEW25.2K shares-0.70%2025-09-302025-10-28history
Sponsored
AFL AFLAC INCORPORATED34.2K shares0.04%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW7.6K shares-3.64%2025-09-302025-10-28history
BSX BOSTON SCIENTIFIC CORPORATION38.8K shares-1.20%2025-09-302025-10-28history
V VISA INCORPORATED COM CLASS A11.0K shares0.01%2025-09-302025-10-28history
AVGO BROADCOM INCORPORATED11.1K shares-0.14%2025-09-302025-10-28history
IVV ISHARES TR CORE S&P500 ETF5.4K shares14.01%2025-09-302025-10-28history
GOOG ALPHABET INCORPORATED CAP STK CLASS C14.8K shares-9.55%2025-09-302025-10-28history
LRCX LAM RESEARCH CORPORATION COM NEW26.5K shares0.26%2025-09-302025-10-28history
Sponsored
BAC BANK AMERICA CORPORATION65.2K shares0.07%2025-09-302025-10-28history
CRM SALESFORCE INCORPORATED14.0K shares15.88%2025-09-302025-10-28history
DTE DTE ENERGY COMPANY22.4K shares0.00%2025-09-302025-10-28history
GOOGL ALPHABET INCORPORATED CAP STK CLASS A11.9K shares0.27%2025-09-302025-10-28history
VTV VANGUARD VALUE ETF15.4K shares0.00%2025-09-302025-10-28history
IWD ISHARES TR RUS 1000 VAL ETF13.8K shares3.08%2025-09-302025-10-28history
JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)25.0K shares-6.88%2025-09-302025-10-28history
MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW5.8K shares-12.85%2025-09-302025-10-28history
Sponsored
WMB WILLIAMS COMPANIES INCORPORATED37.5K shares-3.81%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON12.7K shares0.21%2025-09-302025-10-28history
XOM EXXON MOBIL CORPORATION20.9K shares-10.56%2025-09-302025-10-28history
ISRG INTUITIVE SURGICAL INCORPORATED COM NEW5.1K shares3.52%2025-09-302025-10-28history
COP CONOCOPHILLIPS23.9K shares0.02%2025-09-302025-10-28history
PM PHILIP MORRIS INTERNATIONAL INCORPORATED12.8K shares-0.70%2025-09-302025-10-28history
MGK VANGUARD MEGA CAP GROWTH ETF5.1K shares0.10%2025-09-302025-10-28history
MRK MERCK & COMPANY INCORPORATED24.0K shares-10.11%2025-09-302025-10-28history
Sponsored
XLK SPDR TECHNOLOGY SELECT SECTOR FUND7.1K shares0.00%2025-09-302025-10-28history
ALL ALLSTATE CORPORATION9.2K shares5.77%2025-09-302025-10-28history
BP BP PLC SPONSORED ADR (UNITED KINGDOM)57.2K shares-3.47%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF2.7K shares-11.69%2025-09-302025-10-28history
CB CHUBB LIMITED (SWITZERLAND)6.4K shares-3.20%2025-09-302025-10-28history
AEP AMERICAN ELEC PWR COMPANY INCORPORATED15.3K shares0.00%2025-09-302025-10-28history
PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF78.8K shares0.30%2025-09-302025-10-28history
UNP UNION PAC CORPORATION6.0K shares-4.76%2025-09-302025-10-28history
Sponsored
ENFR ALERIAN ENERGY INFRASTRUCTURE ETF43.6K sharesnew addition2025-09-302025-10-28history
QQQ INVESCO QQQ TR2.3K shares7.68%2025-09-302025-10-28history
XLI SPDR INDUSTRIAL SELECT SECTOR FUND9.0K shares0.03%2025-09-302025-10-28history
BTO HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW36.8K shares-0.23%2025-09-302025-10-28history
PANW PALO ALTO NETWORKS INCORPORATED6.5K shares0.00%2025-09-302025-10-28history
CADE CADENCE BANK34.2K shares-0.92%2025-09-302025-10-28history
DTM DT MIDSTREAM INCORPORATED COMMON STOCK11.2K shares0.00%2025-09-302025-10-28history
PG PROCTER AND GAMBLE COMPANY8.1K shares-1.37%2025-09-302025-10-28history
Sponsored
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI20.4K shares29.78%2025-09-302025-10-28history
LLY ELI LILLY & COMPANY1.6K shares2.07%2025-09-302025-10-28history
COST COSTCO WHOLESALE CORPORATION NEW1.2K shares2.16%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHINES4.0K shares0.08%2025-09-302025-10-28history
WCN WASTE CONNECTIONS INCORPORATED (CANADA)6.3K shares-0.60%2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INCORPORATED24.3K shares1.08%2025-09-302025-10-28history
HBAN HUNTINGTON BANCSHARES INCORPORATED61.2K shares-0.46%2025-09-302025-10-28history
STIP ISHARES TR 0-5 YR TIPS ETF10.2K shares1.14%2025-09-302025-10-28history
Sponsored
CP CANADIAN PACIFIC KANSAS CITY (CANADA)13.9K shares0.01%2025-09-302025-10-28history
TJX TJX COMPANIES INCORPORATED NEW7.0K shares-20.31%2025-09-302025-10-28history
THC TENET HEALTHCARE CORPORATION COM NEW4.9K shares0.00%2025-09-302025-10-28history
MO ALTRIA GROUP INCORPORATED14.2K shares-1.32%2025-09-302025-10-28history
IVW ISHARES TR S&P 500 GRWT ETF7.6K shares18.45%2025-09-302025-10-28history
SNOW SNOWFLAKE INCORPORATED COM SHS4.1K shares0.00%2025-09-302025-10-28history
FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF14.8K shares0.16%2025-09-302025-10-28history
BX BLACKSTONE INCORPORATED5.3K shares-0.60%2025-09-302025-10-28history
Sponsored
ETNB 89BIO INCORPORATED60.5K shares14.69%2025-09-302025-10-28history
ALE ALLETE INCORPORATED COM NEW13.1K shares0.00%2025-09-302025-10-28history
NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND)6.8K shares-1.85%2025-09-302025-10-28history
QUAL ISHARES TR MSCI USA QLT FCT4.4K shares6.62%2025-09-302025-10-28history
VTI VANGUARD TOTAL STOCK MARKET ETF2.6K shares-1.50%2025-09-302025-10-28history
TSLA TESLA INCORPORATED1.9K shares0.87%2025-09-302025-10-28history
CCI CROWN CASTLE INCORPORATED REIT8.6K shares10.74%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED CLASS A1.4K shares0.00%2025-09-302025-10-28history
Sponsored
AMT AMERICAN TOWER CORPORATION NEW REIT4.2K shares0.07%2025-09-302025-10-28history
PGR PROGRESSIVE CORPORATION3.2K shares-0.49%2025-09-302025-10-28history
NOW SERVICENOW INCORPORATED867 shares0.00%2025-09-302025-10-28history
JBHT HUNT J B TRANS SVCS INCORPORATED5.9K shares0.00%2025-09-302025-10-28history
FTCS FIRST TRUST CAPITAL STRENGTH ETF8.5K shares-0.11%2025-09-302025-10-28history
RPM RPM INTERNATIONAL INCORPORATED6.7K shares0.43%2025-09-302025-10-28history
AR ANTERO RESOURCES CORPORATION22.4K shares-4.28%2025-09-302025-10-28history
VBK VANGUARD SMALL-CAP GROWTH ETF2.5K shares0.08%2025-09-302025-10-28history
Sponsored
IVE ISHARES TR S&P 500 VAL ETF3.6K shares25.27%2025-09-302025-10-28history
SPGI S&P GLOBAL INCORPORATED1.5K shares-29.99%2025-09-302025-10-28history
IWM ISHARES TR RUSSELL 2000 ETF3.0K shares0.00%2025-09-302025-10-28history
BE BLOOM ENERGY CORPORATION COM CLASS A8.5K shares0.00%2025-09-302025-10-28history
COF CAPITAL ONE FINL CORPORATION3.4K shares0.15%2025-09-302025-10-28history
ABT ABBOTT LABS5.2K shares0.11%2025-09-302025-10-28history
GDV GABELLI DIVID & INCOME TR25.7K shares1.13%2025-09-302025-10-28history
NSC NORFOLK SOUTHN CORPORATION2.3K shares0.26%2025-09-302025-10-28history
Sponsored
ICE INTERCONTINENTAL EXCHANGE INCORPORATED4.1K shares0.89%2025-09-302025-10-28history
SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND4.9K shares-51.07%2025-09-302025-10-28history
MU MICRON TECHNOLOGY INCORPORATED3.8K shares1.18%2025-09-302025-10-28history
OZK BANK OZK LITTLE ROCK ARK12.6K shares0.30%2025-09-302025-10-28history
LNG CHENIERE ENERGY INCORPORATED COM NEW2.7K shares0.86%2025-09-302025-10-28history
XLV SPDR HEALTH CARE SELECT4.4K shares0.02%2025-09-302025-10-28history
ISCG ISHARES TR MRGSTR SM CP GR11.0K shares0.12%2025-09-302025-10-28history
IRDM IRIDIUM COMMUNICATIONS INCORPORATED33.9K shares-7.33%2025-09-302025-10-28history
Sponsored
ACV VIRTUS DIVERSIFIED INCM & CONV24.4K shares-0.85%2025-09-302025-10-28history
PFE PFIZER INCORPORATED22.6K shares17.86%2025-09-302025-10-28history
HD HOME DEPOT INCORPORATED1.4K shares1.09%2025-09-302025-10-28history
PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP9.2K shares13.19%2025-09-302025-10-28history
HOMB HOME BANCSHARES INCORPORATED18.2K shares-35.50%2025-09-302025-10-28history
BLK BLACKROCK INCORPORATED433 shares0.23%2025-09-302025-10-28history
EHC ENCOMPASS HEALTH CORPORATION3.9K shares0.03%2025-09-302025-10-28history
DVN DEVON ENERGY CORPORATION NEW13.6K shares-37.14%2025-09-302025-10-28history
Sponsored
EEM ISHARES TR MSCI EMG MKT ETF8.7K shares0.00%2025-09-302025-10-28history
GE GE AEROSPACE COM NEW1.5K shares-0.39%2025-09-302025-10-28history
CI THE CIGNA GROUP1.6K shares0.13%2025-09-302025-10-28history
SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)3.0K shares-0.27%2025-09-302025-10-28history
DE DEERE & COMPANY970 shares1.15%2025-09-302025-10-28history
DAL DELTA AIR LINES INCORPORATED DEL COM NEW7.7K shares1.82%2025-09-302025-10-28history
VONG VANGUARD RUSSELL 1000 GROWTH ETF3.6K shares0.11%2025-09-302025-10-28history
MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A6.9K shares-2.25%2025-09-302025-10-28history
Sponsored
IWB ISHARES TR RUS 1000 ETF1.2K shares-0.43%2025-09-302025-10-28history
TT TRANE TECHNOLOGIES PLC SHS (IRELAND)1.0K shares0.00%2025-09-302025-10-28history
ADI ANALOG DEVICES INCORPORATED1.7K shares0.00%2025-09-302025-10-28history
HUBB HUBBELL INCORPORATED983 sharesnew addition2025-09-302025-10-28history
DRI DARDEN RESTAURANTS INCORPORATED2.2K shares0.00%2025-09-302025-10-28history
PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED5.0K shares0.00%2025-09-302025-10-28history
EFV ISHARES TR EAFE VALUE ETF6.0K shares87.09%2025-09-302025-10-28history
MKL MARKEL GROUP INCORPORATED212 shares0.00%2025-09-302025-10-28history
Sponsored
STE STERIS PLC SHS USD (IRELAND)1.5K shares0.20%2025-09-302025-10-28history
GEV GE VERNOVA INCORPORATED596 shares2.94%2025-09-302025-10-28history
CCD CALAMOS DYNAMIC CONV & INCOME17.2K shares1.17%2025-09-302025-10-28history
WFC WELLS FARGO COMPANY NEW4.3K shares0.00%2025-09-302025-10-28history
AMGN AMGEN INCORPORATED1.3K shares-8.41%2025-09-302025-10-28history
ABBV ABBVIE INCORPORATED1.5K shares-1.23%2025-09-302025-10-28history
THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF9.3K shares35.81%2025-09-302025-10-28history
ORI OLD REP INTERNATIONAL CORPORATION8.2K shares0.00%2025-09-302025-10-28history
Sponsored
TLH ISHARES TR 10-20 YR TRS ETF3.3K sharesnew addition2025-09-302025-10-28history
ORLY OREILLY AUTOMOTIVE INCORPORATED3.1K shares0.13%2025-09-302025-10-28history
FANG DIAMONDBACK ENERGY INCORPORATED2.3K shares0.65%2025-09-302025-10-28history
GLD SPDR GOLD SHARES937 shares0.00%2025-09-302025-10-28history
EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF6.4K shares0.44%2025-09-302025-10-28history
LIN LINDE PLC SHS (IRELAND)689 shares0.00%2025-09-302025-10-28history
VBR VANGUARD SMALL-CAP VALUE ETF1.5K shares0.00%2025-09-302025-10-28history
PSX PHILLIPS 662.3K shares-0.43%2025-09-302025-10-28history
Sponsored
GS GOLDMAN SACHS GROUP INCORPORATED388 shares3.47%2025-09-302025-10-28history
RF REGIONS FINANCIAL CORPORATION NEW11.6K shares0.10%2025-09-302025-10-28history
SOFI SOFI TECHNOLOGIES INCORPORATED11.5K shares0.00%2025-09-302025-10-28history
NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)1.3K shares-3.77%2025-09-302025-10-28history
FIS FIDELITY NATL INFORMATION SVCS4.5K shares0.27%2025-09-302025-10-28history
DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF6.5K shares0.06%2025-09-302025-10-28history
XLB SPDR MATERIALS SELECT SECTOR FUND3.2K shares0.00%2025-09-302025-10-28history
IIIV I3 VERTICALS INCORPORATED COM CLASS A8.4K shares0.00%2025-09-302025-10-28history
Sponsored
ITW ILLINOIS TOOL WKS INCORPORATED1.0K shares0.00%2025-09-302025-10-28history
BINC ISHARES FLEXIBLE INCOME ACTIVE ETF4.9K shares26.18%2025-09-302025-10-28history
SRLN SPDR BLACKSTONE/GSO SENIOR LOAN ETF6.2K shares6.31%2025-09-302025-10-28history
VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW418 shares-10.68%2025-09-302025-10-28history
CGO CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT20.6K shares0.00%2025-09-302025-10-28history
MMD NYLI MACKAY DEFINEDTERM MUNI16.2K shares0.00%2025-09-302025-10-28history
BAB INVESCO TAXABLE MUNICIPAL BOND ETF8.9K shares-7.29%2025-09-302025-10-28history
VTR VENTAS INCORPORATED REIT3.3K shares0.00%2025-09-302025-10-28history
Sponsored
MUSA MURPHY USA INCORPORATED599 shares0.00%2025-09-302025-10-28history
QCOM QUALCOMM INCORPORATED1.4K shares0.43%2025-09-302025-10-28history
SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR12.0K shares0.33%2025-09-302025-10-28history
ETR ENTERGY CORPORATION NEW2.4K shares0.00%2025-09-302025-10-28history
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND4.8K shares0.13%2025-09-302025-10-28history
IAU ISHARES GOLD TR ISHARES NEW3.0K sharesnew addition2025-09-302025-10-28history
OHI OMEGA HEALTHCARE INVS INCORPORATED REIT5.1K sharesnew addition2025-09-302025-10-28history
HON HONEYWELL INTERNATIONAL INCORPORATED990 shares0.00%2025-09-302025-10-28history
Sponsored
AXP AMERICAN EXPRESS COMPANY604 shares-26.34%2025-09-302025-10-28history
CHY CALAMOS CONV & HIGH INCOME FD COM SHS10.5K sharesnew addition2025-09-302025-10-28history
SLI STANDARD LITHIUM LIMITED (CANADA)12.4K shares0.00%2025-09-302025-10-28history
BNKK SAFETY SHOT INCORPORATED COM NEW10.0K shares0.00%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available