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The Analysis of Jeter Robert S II's Holdings & P&L

Currently, Jeter Robert S II holds 43 types of securities in its portfolio with a total value $100.4M. In the most recent quarter, they have increased their positions in IVV (+28.8K shares, valued at $21.4M), GSIE (+177.1K shares, valued at $8.1M), MFSI (+247.4K shares, valued at $7.9M); initiated new positions in IVV (+28.8K shares, valued at $21.4M), GSIE (+177.1K shares, valued at $8.1M), MFSI (+247.4K shares, valued at $7.9M).

1M P&L

+367.2K+0.37%

3M P&L

+2.2M+2.32%

HY P&L

+3.9M+4.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.7M

84.7%

2Semiconductors4.6M

4.7%

3Consumer Electronics3.6M

3.7%

Top Industries by Stock Count

1N/A21 stocks

53.8%

2Semiconductors5 stocks

12.8%

3Software - Infrastructure3 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR28.8K sharesnew addition2026-03-312026-05-12

GSIE GOLDMAN SACHS ETF TR177.1K sharesnew addition2026-03-312026-05-12

MFSI MFS ACTIVE EXCHANGE TRADED F247.4K sharesnew addition2026-03-312026-05-12

FBND FIDELITY MERRIMACK STR TR138.2K sharesnew addition2026-03-312026-05-12

JPIE J P MORGAN EXCHANGE TRADED F129.5K sharesnew addition2026-03-312026-05-12

MFSB MFS ACTIVE EXCHANGE TRADED F228.7K sharesnew addition2026-03-312026-05-12

PYLD PIMCO ETF TR204.6K sharesnew addition2026-03-312026-05-12

IJH ISHARES TR65.0K sharesnew addition2026-03-312026-05-12

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IJR ISHARES TR32.5K sharesnew addition2026-03-312026-05-12

AAPL APPLE INC12.3K sharesnew addition2026-03-312026-05-12

NVDA NVIDIA CORPORATION13.8K sharesnew addition2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F56.4K sharesnew addition2026-03-312026-05-12

GSST GOLDMAN SACHS ETF TR56.4K sharesnew addition2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II53.1K sharesnew addition2026-03-312026-05-12

MSFT MICROSOFT CORP4.9K sharesnew addition2026-03-312026-05-12

AMZN AMAZON COM INC4.4K sharesnew addition2026-03-312026-05-12

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BROADCOM INC BROADCOM INC2.4K sharesnew addition2026-03-312026-05-12

ESGU ISHARES TR5.3K sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC2.1K sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.8K sharesnew addition2026-03-312026-05-12

META META PLATFORMS INC1.1K sharesnew addition2026-03-312026-05-12

USMV ISHARES TR6.5K sharesnew addition2026-03-312026-05-12

TSLA TESLA INC1.3K sharesnew addition2026-03-312026-05-12

QCOM QUALCOMM INC2.4K sharesnew addition2026-03-312026-05-12

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SMMU PIMCO ETF TR9.4K sharesnew addition2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED F9.3K sharesnew addition2026-03-312026-05-12

MUNI PIMCO ETF TR8.8K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC589 sharesnew addition2026-03-312026-05-12

LLY ELI LILLY & CO428 sharesnew addition2026-03-312026-05-12

CTAS CINTAS CORP2.3K sharesnew addition2026-03-312026-05-12

IEMG ISHARES INC4.4K sharesnew addition2026-03-312026-05-12

IEFA ISHARES TR3.7K sharesnew addition2026-03-312026-05-12

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ADI ANALOG DEVICES INC858 sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC994 sharesnew addition2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC607 sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED556 sharesnew addition2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC508 sharesnew addition2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR8.6K sharesnew addition2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T350 sharesnew addition2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS336 sharesnew addition2026-03-312026-05-12

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PLTR PALANTIR TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-12

WCC WESCO INTL INC604 sharesnew addition2026-03-312026-05-12

APP APPLOVIN CORP427 sharesnew addition2026-03-312026-05-12

IVV

ISHARES TR

New

Shares28.8K

Event2026-03-31

Filed2026-05-12

GSIE

GOLDMAN SACHS ETF TR

New

Shares177.1K

Event2026-03-31

Filed2026-05-12

MFSI

MFS ACTIVE EXCHANGE TRADED F

New

Shares247.4K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

New

Shares138.2K

Event2026-03-31

Filed2026-05-12

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares129.5K

Event2026-03-31

Filed2026-05-12

MFSB

MFS ACTIVE EXCHANGE TRADED F

New

Shares228.7K

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO ETF TR

New

Shares204.6K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

New

Shares65.0K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

New

Shares32.5K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

New

Shares13.8K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares56.4K

Event2026-03-31

Filed2026-05-12

GSST

GOLDMAN SACHS ETF TR

New

Shares56.4K

Event2026-03-31

Filed2026-05-12

BINC

BLACKROCK ETF TRUST II

New

Shares53.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

New

Shares4.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

New

Shares4.4K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-12