Gilliland Jeter Wealth Management Llc Portfolio Stock Holdings
Gilliland Jeter Wealth Management Llc disclosed 184 stock positions valued at approximately $337.6 million in its latest SEC 13F filing. The largest holdings include APPLE INCORPORATED, NVIDIA CORPORATION, and WALMART INCORPORATED. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 184
- Portfolio Value
- $337.6M
Holdings by Sector
Gilliland Jeter Wealth Management Llc Portfolio Holdings in Q1 2026
178 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 8.39% | 111,533 | -729 | -0.65% | $28,306,040 |
| NVIDIA CORPORATION | NVDA | Technology | 7.73% | 149,559 | +380 | +0.25% | $26,083,047 |
| WALMART INCORPORATED | WMT | Consumer Defensive | 4.23% | 114,928 | -1,073 | -0.92% | $14,283,256 |
| ISHARES TR RUS 1000 GRW ETF | IWF | Other | 3.23% | 25,570 | +12 | +0.05% | $10,902,910 |
| VANGUARD DIVIDEND APPRECIATION ETF | VIG | Other | 2.91% | 45,687 | +106 | +0.23% | $9,825,516 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 2.71% | 43,966 | -84 | -0.19% | $9,156,799 |
| CATERPILLAR INCORPORATED | CAT | Industrials | 2.55% | 12,148 | -48 | -0.39% | $8,606,691 |
| AT&T INCORPORATED | T | Communication Services | 2.44% | 284,248 | -4,417 | -1.53% | $8,240,344 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.14% | 19,518 | -203 | -1.03% | $7,224,940 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 2.03% | 23,331 | -237 | -1.01% | $6,862,942 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 1.99% | 11,740 | +5 | +0.04% | $6,716,971 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.59% | 22,033 | -52 | -0.24% | $5,380,049 |
| CHEVRON CORPORATION | CVX | Energy | 1.52% | 24,802 | -699 | -2.74% | $5,131,439 |
| VANGUARD GROWTH ETF | VUG | Other | 1.48% | 11,453 | +28 | +0.25% | $5,002,774 |
| LAM RESEARCH CORPORATION COM NEW | LRCX | Other | 1.43% | 22,640 | -1,926 | -7.84% | $4,837,358 |
| ISHARES TR U.S. TECH ETF | IYW | Other | 1.30% | 24,200 | +173 | +0.72% | $4,390,294 |
| ALPHABET INCORPORATED CAP STK CLASS C | GOOG | Communication Services | 1.26% | 14,788 | -6 | -0.04% | $4,242,000 |
| ISHARES TR CORE S&P500 ETF | IVV | Other | 1.18% | 6,106 | -33 | -0.54% | $3,988,274 |
| AFLAC INCORPORATED | AFL | Financial Services | 1.09% | 33,426 | +7 | +0.02% | $3,667,126 |
| ISHARES TR EAFE VALUE ETF | EFV | Other | 1.07% | 48,667 | +41,811 | +609.85% | $3,618,386 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 1.04% | 7,316 | -19 | -0.26% | $3,505,827 |
| EXXON MOBIL CORPORATION | XOM | Energy | 1.03% | 20,574 | -131 | -0.63% | $3,490,639 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 0.99% | 11,078 | +52 | +0.47% | $3,348,323 |
| ALPHABET INCORPORATED CAP STK CLASS A | GOOGL | Communication Services | 0.98% | 11,477 | +27 | +0.24% | $3,300,310 |
| DTE ENERGY COMPANY | DTE | Utilities | 0.97% | 22,425 | - | - | $3,278,984 |
| BROADCOM INCORPORATED | AVGO | Technology | 0.96% | 10,421 | +5 | +0.05% | $3,225,518 |
| BANK AMERICA CORPORATION | BAC | Financial Services | 0.95% | 65,633 | +366 | +0.56% | $3,199,618 |
| JOHNSON CONTROLS INTERNATION SHS (IRELAND) | JCI | Industrials | 0.93% | 23,927 | -116 | -0.48% | $3,133,273 |
| ISHARES TR RUS 1000 VAL ETF | IWD | Other | 0.91% | 14,450 | +468 | +3.35% | $3,087,490 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.91% | 12,546 | -25 | -0.20% | $3,066,771 |
| VANGUARD VALUE ETF | VTV | Other | 0.90% | 15,402 | - | - | $3,021,842 |
| CONOCOPHILLIPS | COP | Energy | 0.89% | 22,694 | -215 | -0.94% | $2,995,640 |
| SALESFORCE INCORPORATED | CRM | Technology | 0.88% | 15,938 | +2,068 | +14.91% | $2,975,191 |
| ORACLE CORPORATION | ORCL | Technology | 0.88% | 20,092 | +8 | +0.04% | $2,955,713 |
| MERCK & COMPANY INCORPORATED | MRK | Healthcare | 0.85% | 23,729 | -1 | -0.00% | $2,854,314 |
| WILLIAMS COMPANIES INCORPORATED | WMB | Energy | 0.80% | 37,017 | -390 | -1.04% | $2,694,082 |
| BP PLC SPONSORED ADR (UNITED KINGDOM) | BP | Energy | 0.79% | 56,687 | +237 | +0.42% | $2,664,267 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 0.75% | 5,799 | -15 | -0.26% | $2,516,509 |
| INVESCO QQQ TRUST | QQQ | Other | 0.74% | 4,324 | +701 | +19.35% | $2,495,765 |
| BOSTON SCIENTIFIC CORPORATION | BSX | Healthcare | 0.70% | 37,754 | - | - | $2,369,064 |
| HUNTINGTON BANCSHARES INCORPORATED | HBAN | Financial Services | 0.69% | 147,835 | +88,062 | +147.33% | $2,313,620 |
| INTUITIVE SURGICAL INCORPORATED COM NEW | ISRG | Healthcare | 0.66% | 4,816 | -108 | -2.19% | $2,220,128 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 0.62% | 12,729 | -29 | -0.23% | $2,104,565 |
| AMERICAN ELEC PWR COMPANY INCORPORATED | AEP | Utilities | 0.60% | 15,348 | - | - | $2,011,816 |
| CHUBB LIMITED SWITZ (SWITZERLAND) | CB | Financial Services | 0.59% | 6,162 | -59 | -0.95% | $2,008,270 |
| ISHARES TR S&P 100 ETF | OEF | Other | 0.59% | 6,271 | +6,271 | +100.00% | $1,994,682 |
| ALLSTATE CORPORATION | ALL | Financial Services | 0.59% | 9,531 | -37 | -0.39% | $1,976,207 |
| STATE STREET SPDR S&P 500 ETF TRUST | SPY | Other | 0.56% | 2,891 | +133 | +4.82% | $1,879,820 |
| VANGUARD MEGA CAP GROWTH ETF | MGK | Other | 0.55% | 5,098 | +5 | +0.10% | $1,873,237 |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTI | DYNF | Other | 0.49% | 28,500 | +976 | +3.55% | $1,658,144 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | XLK | Other | 0.48% | 12,152 | - | - | $1,615,034 |
| PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | PREF | Other | 0.45% | 80,872 | +2,670 | +3.41% | $1,522,012 |
| DT MIDSTREAM INCORPORATED COMMON STOCK | DTM | Energy | 0.45% | 11,212 | - | - | $1,509,920 |
| UNION PAC CORPORATION | UNP | Industrials | 0.44% | 6,102 | +3 | +0.05% | $1,480,502 |
| ELI LILLY & COMPANY | LLY | Healthcare | 0.43% | 1,592 | +15 | +0.95% | $1,464,706 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | XLI | Other | 0.43% | 8,994 | +2 | +0.02% | $1,454,606 |
| ISHARES TR S&P 500 GRWT ETF | IVW | Other | 0.41% | 12,353 | +2,917 | +30.91% | $1,397,275 |
| ALERIAN ENERGY INFRASTRUCTURE ETF | ENFR | Other | 0.41% | 36,280 | -871 | -2.34% | $1,386,259 |
| HANCOCK JOHN FINL OPPTYS SH BEN INT NEW | BTO | Financial Services | 0.40% | 37,387 | +1,118 | +3.08% | $1,341,072 |
| ISHARES TR S&P 500 VAL ETF | IVE | Other | 0.38% | 6,056 | +790 | +15.00% | $1,278,771 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.37% | 1,264 | - | - | $1,259,488 |
| VERIZON COMMUNICATIONS INCORPORATED | VZ | Communication Services | 0.37% | 25,053 | +353 | +1.43% | $1,257,661 |
| HUNT J B TRANS SVCS INCORPORATED | JBHT | Industrials | 0.36% | 5,807 | -102 | -1.73% | $1,230,577 |
| BLOOM ENERGY CORPORATION COM CLASS A | BE | Industrials | 0.35% | 8,700 | - | - | $1,178,763 |
| PROCTER & GAMBLE COMPANY | PG | Consumer Defensive | 0.34% | 7,948 | -58 | -0.72% | $1,147,940 |
| TJX COMPANIES INCORPORATED NEW | TJX | Consumer Cyclical | 0.32% | 6,836 | -49 | -0.71% | $1,091,724 |
| CANADIAN PACIFIC KANSAS CITY (CANADA) | CP | Industrials | 0.32% | 13,723 | +1 | +0.01% | $1,079,487 |
| ISHARES TR 0-5 YR TIPS ETF | STIP | Other | 0.31% | 10,260 | +360 | +3.64% | $1,061,150 |
| NOVARTIS AG SPONSORED ADR (SWITZERLAND) | NVS | Healthcare | 0.30% | 6,698 | -55 | -0.81% | $1,023,146 |
| WASTE CONNECTIONS INCORPORATED (CANADA) | WCN | Industrials | 0.30% | 6,141 | -118 | -1.89% | $997,544 |
| INTERNATIONAL BUSINESS MACHINES | IBM | Technology | 0.29% | 3,977 | +4 | +0.10% | $963,952 |
| ANTERO RESOURCES CORPORATION | AR | Energy | 0.28% | 22,385 | - | - | $950,019 |
| MICRON TECHNOLOGY INCORPORATED | MU | Technology | 0.28% | 2,809 | -1,082 | -27.81% | $948,993 |
| ALTRIA GROUP INCORPORATED | MO | Consumer Defensive | 0.28% | 14,246 | -9 | -0.06% | $940,100 |
| TENET HEALTHCARE CORPORATION COM NEW | THC | Healthcare | 0.28% | 4,932 | - | - | $930,718 |
| PALO ALTO NETWORKS INCORPORATED | PANW | Technology | 0.27% | 5,671 | -280 | -4.71% | $909,175 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | Other | 0.27% | 14,803 | +13 | +0.09% | $894,642 |
| CHENIERE ENERGY INCORPORATED COM NEW | LNG | Energy | 0.26% | 3,099 | +320 | +11.51% | $879,425 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 0.25% | 2,241 | +343 | +18.07% | $833,092 |
| VANGUARD TOTAL STOCK MARKET ETF | VTI | Other | 0.24% | 2,564 | - | - | $822,557 |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | Other | 0.23% | 8,359 | -30 | -0.36% | $775,369 |
| ISHARES TR MSCI USA QLT FCT | QUAL | Other | 0.23% | 4,031 | +451 | +12.60% | $773,178 |
| SNOWFLAKE INCORPORATED COM SHS | SNOW | Technology | 0.22% | 4,993 | +951 | +23.53% | $753,044 |
| VANGUARD SMALL-CAP GROWTH ETF | VBK | Other | 0.22% | 2,490 | +2 | +0.08% | $752,534 |
| ISHARES RUSSELL 1000 ETF | IWB | Other | 0.22% | 2,106 | +957 | +83.29% | $750,947 |
| ISHARES TR RUSSELL 2000 ETF | IWM | Other | 0.22% | 3,004 | - | - | $745,003 |
| ISHARES TR MRGSTR SM CP GR | ISCG | Other | 0.22% | 13,395 | +1,177 | +9.63% | $734,021 |
| AMERICAN TOWER CORPORATION REIT | AMT | Real Estate | 0.21% | 4,162 | +4 | +0.10% | $718,325 |
| MASTERCARD INCORPORATED CLASS A | MA | Financial Services | 0.21% | 1,424 | - | - | $711,746 |
| GABELLI DIVID & INCOME TR | XGDVX | Other | 0.21% | 26,258 | +301 | +1.16% | $707,118 |
| RPM INTERNATIONAL INCORPORATED | RPM | Basic Materials | 0.20% | 6,764 | +34 | +0.51% | $672,315 |
| PROGRESSIVE CORPORATION | PGR | Financial Services | 0.20% | 3,371 | +131 | +4.04% | $668,268 |
| NORFOLK SOUTHN CORPORATION | NSC | Industrials | 0.19% | 2,269 | -45 | -1.94% | $651,186 |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | XLV | Other | 0.19% | 4,425 | +1 | +0.02% | $648,782 |
| PFIZER INCORPORATED | PFE | Healthcare | 0.19% | 22,529 | +31 | +0.14% | $632,601 |
| CAPITAL ONE FINL CORPORATION | COF | Financial Services | 0.18% | 3,389 | +8 | +0.24% | $618,300 |
| DEVON ENERGY CORPORATION NEW | DVN | Energy | 0.18% | 12,271 | -13 | -0.11% | $617,476 |
| VIRTUS DIVERSIFIED INCM & CONV | ACV | Financial Services | 0.18% | 25,149 | +51 | +0.20% | $611,113 |
| DEERE & COMPANY | DE | Industrials | 0.18% | 1,051 | +4 | +0.38% | $591,822 |
| INTERCONTINENTAL EXCHANGE INCORPORATED | ICE | Financial Services | 0.18% | 3,756 | -82 | -2.14% | $590,821 |