The Analysis of Gilliland Jeter Wealth Management LLC's Holdings
Currently, Gilliland Jeter Wealth Management LLC holds 174 types of securities in its portfolio with a total value $330.8M. In the most recent quarter, they have increased their positions in N/A (+50.0K shares, valued at $1.0M), N/A (+1.3K shares, valued at $795.5K), XLK (+5.1K shares, valued at $730.8K); decreased their positions in AAPL (-1.3K shares, valued at $345.8K), N/A (-1.9K shares, valued at $331.2K), WMT (-2.4K shares, valued at $264.6K); initiated new positions in N/A (+50.0K shares, valued at $1.0M), BUFR (+14.8K shares, valued at $506.8K), N/A (+3.9K shares, valued at $258.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INCORPORATED112.3K shares-1.12%2025-12-312026-01-23
NVDA NVIDIA CORPORATION149.2K shares0.02%2025-12-312026-01-23 WMT WALMART INCORPORATED116.0K shares-2.01%2025-12-312026-01-23 IWF ISHARES TR RUS 1000 GRW ETF25.6K shares0.73%2025-12-312026-01-23 AMZN AMAZON COM INCORPORATED44.0K shares-2.37%2025-12-312026-01-23 VIG VANGUARD DIVIDEND APPRECIATION ETF45.6K shares-0.07%2025-12-312026-01-23 MSFT MICROSOFT CORPORATION19.7K shares-0.88%2025-12-312026-01-23 META META PLATFORMS INCORPORATED CLASS A11.7K shares5.19%2025-12-312026-01-23 JPM JPMORGAN CHASE & COMPANY.23.6K shares-1.02%2025-12-312026-01-23 T AT&T INCORPORATED288.7K shares1.36%2025-12-312026-01-23 CAT CATERPILLAR INCORPORATED12.2K shares-0.03%2025-12-312026-01-23 VUG VANGUARD GROWTH ETF11.4K shares-0.10%2025-12-312026-01-23 IYW ISHARES TR U.S. TECH ETF24.0K shares5.64%2025-12-312026-01-23 IVV ISHARES TR CORE S&P500 ETF6.1K shares13.81%2025-12-312026-01-23 ORCL ORACLE CORPORATION20.1K shares-1.16%2025-12-312026-01-23 CVX CHEVRON CORPORATION NEW25.5K shares1.08%2025-12-312026-01-23 V VISA INCORPORATED COM CLASS A11.0K shares-0.20%2025-12-312026-01-23 AFL AFLAC INCORPORATED33.4K shares-2.41%2025-12-312026-01-23 CRM SALESFORCE INCORPORATED13.9K shares-0.84%2025-12-312026-01-23 BSX BOSTON SCIENTIFIC CORPORATION37.8K shares-2.79%2025-12-312026-01-23 MPC MARATHON PETE CORPORATION22.1K shares-0.02%2025-12-312026-01-23 BAC BANK AMERICA CORPORATION65.3K shares0.12%2025-12-312026-01-23 VTV VANGUARD VALUE ETF15.4K shares0.00%2025-12-312026-01-23 IWD ISHARES TR RUS 1000 VAL ETF14.0K shares0.98%2025-12-312026-01-23 DTE DTE ENERGY COMPANY22.4K shares0.00%2025-12-312026-01-23 JCI JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)24.0K shares-3.77%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INCORPORATED COM NEW4.9K shares-3.11%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON12.6K shares-1.19%2025-12-312026-01-23 XOM EXXON MOBIL CORPORATION20.7K shares-0.86%2025-12-312026-01-23 WMB WILLIAMS COMPANIES INCORPORATED37.4K shares-0.12%2025-12-312026-01-23 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW5.8K shares0.07%2025-12-312026-01-23 COP CONOCOPHILLIPS22.9K shares-4.26%2025-12-312026-01-23 MGK VANGUARD MEGA CAP GROWTH ETF5.1K shares0.18%2025-12-312026-01-23 PM PHILIP MORRIS INTERNATIONAL INCORPORATED12.8K shares0.00%2025-12-312026-01-23 ALL ALLSTATE CORPORATION9.6K shares3.82%2025-12-312026-01-23 BP BP PLC SPONSORED ADR (UNITED KINGDOM)56.5K shares-1.26%2025-12-312026-01-23 CB CHUBB LIMITED (SWITZERLAND)6.2K shares-2.49%2025-12-312026-01-23 SPY SPDR S&P 500 ETF2.8K shares0.62%2025-12-312026-01-23 AEP AMERICAN ELEC PWR COMPANY INCORPORATED15.3K shares0.00%2025-12-312026-01-23 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF12.2K shares71.74%2025-12-312026-01-23 LLY ELI LILLY & COMPANY1.6K shares0.13%2025-12-312026-01-23 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTI27.5K shares34.84%2025-12-312026-01-23 PREF PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF78.2K shares-0.82%2025-12-312026-01-23 CADENCE BANK CADENCE BANK34.0K shares-0.50%2025-12-312026-01-23 UNP UNION PAC CORPORATION6.1K shares1.72%2025-12-312026-01-23 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9.0K shares0.02%2025-12-312026-01-23 DTM DT MIDSTREAM INCORPORATED COMMON STOCK11.2K shares0.00%2025-12-312026-01-23 BTO HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW36.3K shares-1.43%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHINES4.0K shares0.08%2025-12-312026-01-23 ENFR ALERIAN ENERGY INFRASTRUCTURE ETF37.2K shares-14.79%2025-12-312026-01-23 IVW ISHARES TR S&P 500 GRWT ETF9.4K shares23.60%2025-12-312026-01-23 JBHT HUNT J B TRANS SVCS INCORPORATED5.9K shares0.00%2025-12-312026-01-23 PG PROCTER AND GAMBLE COMPANY8.0K shares-1.32%2025-12-312026-01-23 IVE ISHARES TR S&P 500 VAL ETF5.3K shares47.55%2025-12-312026-01-23 MU MICRON TECHNOLOGY INCORPORATED3.9K shares1.17%2025-12-312026-01-23 WCN WASTE CONNECTIONS INCORPORATED (CANADA)6.3K shares0.00%2025-12-312026-01-23 PANW PALO ALTO NETWORKS INCORPORATED6.0K shares-8.25%2025-12-312026-01-23 COST COSTCO WHOLESALE CORPORATION NEW1.3K shares2.93%2025-12-312026-01-23 TJX TJX COMPANIES INCORPORATED NEW6.9K shares-1.80%2025-12-312026-01-23 HBAN HUNTINGTON BANCSHARES INCORPORATED59.8K shares-2.27%2025-12-312026-01-23 STIP ISHARES TR 0-5 YR TIPS ETF9.9K shares-3.04%2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INCORPORATED24.7K shares1.57%2025-12-312026-01-23 THC TENET HEALTHCARE CORPORATION COM NEW4.9K shares0.00%2025-12-312026-01-23 NVS NOVARTIS AG SPONSORED ADR (SWITZERLAND)6.8K shares0.00%2025-12-312026-01-23 FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF14.8K shares0.22%2025-12-312026-01-23 SNOW SNOWFLAKE INCORPORATED COM SHS4.0K shares-0.98%2025-12-312026-01-23 VTI VANGUARD TOTAL STOCK MARKET ETF2.6K shares0.00%2025-12-312026-01-23 TSLA TESLA INCORPORATED1.9K shares2.21%2025-12-312026-01-23 MO ALTRIA GROUP INCORPORATED14.3K shares0.22%2025-12-312026-01-23 COF CAPITAL ONE FINL CORPORATION3.4K shares0.24%2025-12-312026-01-23 MA MASTERCARD INCORPORATED CLASS A1.4K shares-1.25%2025-12-312026-01-23 FTCS FIRST TRUST CAPITAL STRENGTH ETF8.4K shares-0.82%2025-12-312026-01-23 AR ANTERO RESOURCES CORPORATION22.4K shares0.00%2025-12-312026-01-23 BE BLOOM ENERGY CORPORATION COM CLASS A8.7K shares2.35%2025-12-312026-01-23 VBK VANGUARD SMALL-CAP GROWTH ETF2.5K shares0.12%2025-12-312026-01-23 IWM ISHARES TR RUSSELL 2000 ETF3.0K shares-0.13%2025-12-312026-01-23 PGR PROGRESSIVE CORPORATION3.2K shares0.03%2025-12-312026-01-23 AMT AMERICAN TOWER CORPORATION NEW REIT4.2K shares-0.22%2025-12-312026-01-23 GDV GABELLI DIVID & INCOME TR26.0K shares1.12%2025-12-312026-01-23 QUAL ISHARES TR MSCI USA QLT FCT3.6K shares-18.26%2025-12-312026-01-23 SPGI S&P GLOBAL INCORPORATED1.3K shares-10.54%2025-12-312026-01-23 RPM RPM INTERNATIONAL INCORPORATED6.7K shares0.49%2025-12-312026-01-23 NOW SERVICENOW INCORPORATED4.5K shares421.91%2025-12-312026-01-23 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF4.4K shares0.00%2025-12-312026-01-23 ISCG ISHARES TR MRGSTR SM CP GR12.2K shares11.23%2025-12-312026-01-23 NSC NORFOLK SOUTHN CORPORATION2.3K shares0.22%2025-12-312026-01-23 ABT ABBOTT LABS5.3K shares0.42%2025-12-312026-01-23 ACV VIRTUS DIVERSIFIED INCM & CONV25.1K shares2.87%2025-12-312026-01-23 SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND4.9K shares0.00%2025-12-312026-01-23 ICE INTERCONTINENTAL EXCHANGE INCORPORATED3.8K shares-5.93%2025-12-312026-01-23 DAL DELTA AIR LINES INCORPORATED DEL COM NEW8.7K shares12.10%2025-12-312026-01-23 OZK BANK OZK LITTLE ROCK ARK12.6K shares0.10%2025-12-312026-01-23 PFE PFIZER INCORPORATED22.5K shares-0.44%2025-12-312026-01-23 LNG CHENIERE ENERGY INCORPORATED COM NEW2.8K shares3.04%2025-12-312026-01-23 PSC PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP9.3K shares0.15%2025-12-312026-01-23 BUFR FT VEST LADDERED BUFFER ETF14.8K sharesnew addition2025-12-312026-01-23 HOMB HOME BANCSHARES INCORPORATED18.2K shares0.00%2025-12-312026-01-23 SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)3.0K shares1.77%2025-12-312026-01-23 EFV ISHARES TR EAFE VALUE ETF6.9K shares13.45%2025-12-312026-01-23 DE DEERE & COMPANY1.0K shares7.94%2025-12-312026-01-23 EEM ISHARES TR MSCI EMG MKT ETF8.8K shares1.35%2025-12-312026-01-23 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF12.2K shares30.87%2025-12-312026-01-23 ADI ANALOG DEVICES INCORPORATED1.7K shares0.58%2025-12-312026-01-23 HD HOME DEPOT INCORPORATED1.4K shares-2.17%2025-12-312026-01-23 MKL MARKEL GROUP INCORPORATED212 shares0.00%2025-12-312026-01-23 DVN DEVON ENERGY CORPORATION NEW12.3K shares-9.72%2025-12-312026-01-23 TLH ISHARES TR 10-20 YR TRS ETF4.4K shares31.42%2025-12-312026-01-23 EHC ENCOMPASS HEALTH CORPORATION4.2K shares6.66%2025-12-312026-01-23 VONG VANGUARD RUSSELL 1000 GROWTH ETF3.6K shares0.06%2025-12-312026-01-23 IWB ISHARES TR RUS 1000 ETF1.1K shares-1.37%2025-12-312026-01-23 WFC WELLS FARGO COMPANY NEW4.3K shares-0.16%2025-12-312026-01-23 PEG PUBLIC SVC ENTERPRISE GRP INCORPORATED5.0K shares0.00%2025-12-312026-01-23 DRI DARDEN RESTAURANTS INCORPORATED2.2K shares-0.82%2025-12-312026-01-23 GEV GE VERNOVA INCORPORATED596 shares0.00%2025-12-312026-01-23 ORI OLD REP INTERNATIONAL CORPORATION8.2K shares0.00%2025-12-312026-01-23 MDLZ MONDELEZ INTERNATIONAL INCORPORATED CLASS A6.9K shares0.01%2025-12-312026-01-23 GLD SPDR GOLD SHARES937 shares0.00%2025-12-312026-01-23 TT TRANE TECHNOLOGIES PLC SHS (IRELAND)950 shares-5.75%2025-12-312026-01-23 AMGN AMGEN INCORPORATED1.1K shares-11.40%2025-12-312026-01-23 CCD CALAMOS DYNAMIC CONV & INCOME17.2K shares0.00%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INCORPORATED398 shares2.58%2025-12-312026-01-23 ABBV ABBVIE INCORPORATED1.5K shares0.00%2025-12-312026-01-23 EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF6.4K shares0.41%2025-12-312026-01-23 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF6.3K shares27.27%2025-12-312026-01-23 VBR VANGUARD SMALL-CAP VALUE ETF1.5K shares0.00%2025-12-312026-01-23 FANG DIAMONDBACK ENERGY INCORPORATED2.2K shares-8.08%2025-12-312026-01-23 RF REGIONS FINANCIAL CORPORATION NEW11.6K shares0.10%2025-12-312026-01-23 SOFI SOFI TECHNOLOGIES INCORPORATED11.5K shares0.00%2025-12-312026-01-23 PSX PHILLIPS 662.3K shares0.52%2025-12-312026-01-23 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF6.4K shares100.00%2025-12-312026-01-23 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF6.5K shares0.43%2025-12-312026-01-23 NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)1.3K shares0.00%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INCORPORATED3.1K shares0.61%2025-12-312026-01-23 FIS FIDELITY NATL INFORMATION SVCS4.1K shares-9.02%2025-12-312026-01-23 AKRE FOCUS ETF AKRE FOCUS ETF3.9K sharesnew addition2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INCORPORATED1.0K shares0.77%2025-12-312026-01-23 VTR VENTAS INCORPORATED REIT3.3K shares0.00%2025-12-312026-01-23 FCX FREEPORT-MCMORAN INCORPORATED CLASS B5.0K sharesnew addition2025-12-312026-01-23 MBB ISHARES TR MBS ETF2.7K sharesnew addition2025-12-312026-01-23 MUSA MURPHY USA INCORPORATED599 shares0.00%2025-12-312026-01-23 QCOM QUALCOMM INCORPORATED1.4K shares0.36%2025-12-312026-01-23 CGO CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT20.6K shares0.00%2025-12-312026-01-23 AXP AMERICAN EXPRESS COMPANY633 shares4.80%2025-12-312026-01-23 BAB INVESCO TAXABLE MUNICIPAL BOND ETF8.4K shares-5.27%2025-12-312026-01-23 SFNC SIMMONS 1ST NATL CORPORATION CLASS A $1 PAR12.1K shares0.34%2025-12-312026-01-23 WBD WARNER BROS DISCOVERY INCORPORATED COM SER A7.9K sharesnew addition2025-12-312026-01-23 OHI OMEGA HEALTHCARE INVS INCORPORATED REIT5.1K shares0.00%2025-12-312026-01-23 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND4.7K shares-2.72%2025-12-312026-01-23 IIIV I3 VERTICALS INCORPORATED COM CLASS A8.4K shares0.00%2025-12-312026-01-23 SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF5.1K shares-18.61%2025-12-312026-01-23 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF4.3K sharesnew addition2025-12-312026-01-23 SHLD GLOBAL X DEFENSE TECH ETF3.1K sharesnew addition2025-12-312026-01-23 HAL HALLIBURTON COMPANY7.1K sharesnew addition2025-12-312026-01-23 SMR NUSCALE PWR CORPORATION CLASS A COM12.3K sharesnew addition2025-12-312026-01-23 SLI STANDARD LITHIUM LIMITED (CANADA)12.4K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available