Gilliland Jeter Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$337.6M
Q ending 2026-03-31
Prior quarter
$330.8M
Q ending 2025-12-31
Change
+2.0% QoQ · +19.3% YoY
Positions
184
reported holdings
Largest positions
Top 100 of 184 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Incorporated | AAPL | Shares | $28.3M | 112K |
| Nvidia Corporation | NVDA | Shares | $26.1M | 150K |
| Walmart Incorporated | WMT | Shares | $14.3M | 115K |
| Ishares Tr Rus 1000 Grw Etf | IWF | Shares | $10.9M | 26K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $9.8M | 46K |
| Amazon Com Incorporated | AMZN | Shares | $9.2M | 44K |
| Caterpillar Incorporated | CAT | Shares | $8.6M | 12K |
| At&T Incorporated | T | Shares | $8.2M | 284K |
| Microsoft Corporation | MSFT | Shares | $7.2M | 20K |
| Jpmorgan Chase & Company | JPM | Shares | $6.9M | 23K |
| Meta Platforms Incorporated Class | META | Shares | $6.7M | 12K |
| Marathon Pete Corporation | MPC | Shares | $5.4M | 22K |
| Chevron Corporation | CVX | Shares | $5.1M | 25K |
| Vanguard Growth Etf | VUG | Shares | $5.0M | 11K |
| Lam Research Corporation Com New | LRCX | Shares | $4.8M | 23K |
| Ishares Tr U.S. Tech Etf | IYW | Shares | $4.4M | 24K |
| Alphabet Incorporated Cap Stk Clas | GOOG | Shares | $4.2M | 15K |
| Ishares Tr Core S&P500 Etf | IVV | Shares | $4.0M | 6K |
| Aflac Incorporated | AFL | Shares | $3.7M | 33K |
| Ishares Tr Eafe Value Etf | EFV | Shares | $3.6M | 49K |
| Berkshire Hathaway Incorporated De | BRK/B | Shares | $3.5M | 7K |
| Exxon Mobil Corporation | XOM | Shares | $3.5M | 21K |
| Visa Incorporated Com Class A | V | Shares | $3.3M | 11K |
| Alphabet Incorporated Cap Stk Clas | GOOGL | Shares | $3.3M | 11K |
| Dte Energy Company | DTE | Shares | $3.3M | 22K |
| Broadcom Incorporated | AVGO | Shares | $3.2M | 10K |
| Bank America Corporation | BAC | Shares | $3.2M | 66K |
| Johnson Controls Internation Shs ( | Shares | $3.1M | 24K | |
| Ishares Tr Rus 1000 Val Etf | IWD | Shares | $3.1M | 14K |
| Johnson & Johnson | JNJ | Shares | $3.1M | 13K |
| Vanguard Value Etf | VTV | Shares | $3.0M | 15K |
| Conocophillips | COP | Shares | $3.0M | 23K |
| Salesforce Incorporated | CRM | Shares | $3.0M | 16K |
| Oracle Corporation | ORCL | Shares | $3.0M | 20K |
| Merck & Company Incorporated | MRK | Shares | $2.9M | 24K |
| Williams Companies Incorporated | WMB | Shares | $2.7M | 37K |
| Bp Plc Sponsored Adr (United Kingd | BP | Shares | $2.7M | 57K |
| Motorola Solutions Incorporated Co | MSI | Shares | $2.5M | 6K |
| Invesco Qqq Trust | QQQ | Shares | $2.5M | 4K |
| Boston Scientific Corporation | BSX | Shares | $2.4M | 38K |
| Huntington Bancshares Incorporated | HBAN | Shares | $2.3M | 148K |
| Intuitive Surgical Incorporated Co | ISRG | Shares | $2.2M | 5K |
| Philip Morris International Incorp | PM | Shares | $2.1M | 13K |
| Ishares Intl Ctry Rotation Active | CORO | Shares | $2.1M | 65K |
| American Elec Pwr Company Incorpor | AEP | Shares | $2.0M | 15K |
| Chubb Limited Switz (Switzerland) | Shares | $2.0M | 6K | |
| Ishares Tr S&P 100 Etf | OEF | Shares | $2.0M | 6K |
| Allstate Corporation | ALL | Shares | $2.0M | 10K |
| State Street Spdr S&P 500 Etf Trus | SPY | Shares | $1.9M | 3K |
| Vanguard Mega Cap Growth Etf | MGK | Shares | $1.9M | 5K |
| Ishares U.S. Equity Factor Rotatio | DYNF | Shares | $1.7M | 29K |
| State Street Technology Select Sec | XLK | Shares | $1.6M | 12K |
| Principal Spectrum Preferred Secur | PREF | Shares | $1.5M | 81K |
| Dt Midstream Incorporated Common S | DTM | Shares | $1.5M | 11K |
| Union Pac Corporation | UNP | Shares | $1.5M | 6K |
| Eli Lilly & Company | LLY | Shares | $1.5M | 2K |
| State Street Industrial Select Sec | XLI | Shares | $1.5M | 9K |
| Ishares Tr S&P 500 Grwt Etf | IVW | Shares | $1.4M | 12K |
| Alerian Energy Infrastructure Etf | ENFR | Shares | $1.4M | 36K |
| Hancock John Finl Opptys Sh Ben In | BTO | Shares | $1.3M | 37K |
| Ishares Tr S&P 500 Val Etf | IVE | Shares | $1.3M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.3M | 1K |
| Verizon Communications Incorporate | VZ | Shares | $1.3M | 25K |
| Hunt J B Trans Svcs Incorporated | JBHT | Shares | $1.2M | 6K |
| Bloom Energy Corporation Com Class | BE | Shares | $1.2M | 9K |
| Procter & Gamble Company | PG | Shares | $1.1M | 8K |
| Tjx Companies Incorporated New | TJX | Shares | $1.1M | 7K |
| Canadian Pacific Kansas City (Cana | CP | Shares | $1.1M | 14K |
| Ishares Tr 0-5 Yr Tips Etf | STIP | Shares | $1.1M | 10K |
| Novartis Ag Sponsored Adr (Switzer | NVS | Shares | $1.0M | 7K |
| Waste Connections Incorporated (Ca | WCN | Shares | $998K | 6K |
| International Business Machines | IBM | Shares | $964K | 4K |
| Antero Resources Corporation | AR | Shares | $950K | 22K |
| Micron Technology Incorporated | MU | Shares | $949K | 3K |
| James Hardie Industries Plc Ord Sh | Shares | $947K | 50K | |
| Altria Group Incorporated | MO | Shares | $940K | 14K |
| Tenet Healthcare Corporation Com N | THC | Shares | $931K | 5K |
| Palo Alto Networks Incorporated | PANW | Shares | $909K | 6K |
| First Trust Dorsey Wright Focus 5 | FV | Shares | $895K | 15K |
| Cheniere Energy Incorporated Com N | LNG | Shares | $879K | 3K |
| Tesla Incorporated | TSLA | Shares | $833K | 2K |
| Vanguard Total Stock Market Etf | VTI | Shares | $823K | 3K |
| First Trust Capital Strength Etf | FTCS | Shares | $775K | 8K |
| Ishares Tr Msci Usa Qlt Fct | QUAL | Shares | $773K | 4K |
| Snowflake Incorporated Com Shs | SNOW | Shares | $753K | 5K |
| Vanguard Small-Cap Growth Etf | VBK | Shares | $753K | 2K |
| Ishares Russell 1000 Etf | IWB | Shares | $751K | 2K |
| Ishares Tr Russell 2000 Etf | IWM | Shares | $745K | 3K |
| Ishares Tr Mrgstr Sm Cp Gr | ISCG | Shares | $734K | 13K |
| American Tower Corporation Reit | AMT | Shares | $718K | 4K |
| Mastercard Incorporated Class A | MA | Shares | $712K | 1K |
| Gabelli Divid & Income Tr | XGDVX | Shares | $707K | 26K |
| Rpm International Incorporated | RPM | Shares | $672K | 7K |
| Progressive Corporation | PGR | Shares | $668K | 3K |
| Norfolk Southn Corporation | NSC | Shares | $651K | 2K |
| State Street Health Care Select Se | XLV | Shares | $649K | 4K |
| Pfizer Incorporated | PFE | Shares | $633K | 23K |
| Capital One Finl Corporation | COF | Shares | $618K | 3K |
| Devon Energy Corporation New | DVN | Shares | $617K | 12K |
| Virtus Diversified Incm & Conv | ACV | Shares | $611K | 25K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.