Gilliland Jeter Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2009886
Institutional-grade research for retail investors
13F Reported Value
ⓘ$337.6M
Holdings
184
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Gilliland Jeter Wealth Management LLC disclosed 184 positions worth $337.6M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 8.4% of the equity portfolio, followed by $NVDA and $WMT. During the quarter the fund opened 17 new positions and exited 7. The portfolio is most concentrated in Technology (28.2% of disclosed assets). All figures are sourced directly from Gilliland Jeter Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2009886.
AI Fund Analysis
Diversifying
$AAPL8.4% weight
Held 6 quarters
$NVDA7.7% weight
Held 6 quarters
$WMT4.2% weight
Held 6 quarters
ISHARES TR RUS 1000 GRW ET
3.2% weight
Held 6 quarters
VANGUARD DIVIDEND APPRECIA
2.9% weight
Held 6 quarters
ISHARES TR RUS 1000 VAL ET
6 quarters accumulating
$QQQ6 quarters accumulating
ISHARES U.S. EQUITY FACTOR
6 quarters accumulating
ISHARES TR S&P 500 GRWT ET
6 quarters accumulating
ISHARES TR S&P 500 VAL ETF
6 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsEnergyConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$28.3M111,533 sh - 90.2#1
Quality
$26.1M149,559 sh - 63.2#694
Quality
$14.3M114,928 sh ISHARES TR RUS 1000 GRW ETF
—Quality
$10.9M25,570 shVANGUARD DIVIDEND APPRECIATION ETF
—Quality
$9.8M45,687 sh- 74.6
Quality
$9.2M43,966 sh - 67.8
Quality
$8.6M12,148 sh - 71.9
Quality
$8.2M284,248 sh - 83.7
Quality
$7.2M19,518 sh - 35.6
Quality
$6.9M23,331 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $28.3M | 111,533 |
| NVIDIA CORP$NVDA | 90.2#1 | $26.1M | 149,559 |
| Walmart Inc.$WMT | 63.2#694 | $14.3M | 114,928 |
| ISHARES TR RUS 1000 GRW ETF | — | $10.9M | 25,570 |
| VANGUARD DIVIDEND APPRECIATION ETF | — | $9.8M | 45,687 |
 AMAZON COM INC$AMZN | 74.6 | $9.2M | 43,966 |
 CATERPILLAR INC$CAT | 67.8 | $8.6M | 12,148 |
 AT&T INC.$T | 71.9 | $8.2M | 284,248 |
 MICROSOFT CORP$MSFT | 83.7 | $7.2M | 19,518 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.9M | 23,331 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Gilliland Jeter Wealth Management LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Technology
$95.3M
Other
$85.4M
Financials
$34.3M
Energy
$27.9M
Consumer Discretionary
$26.9M
Industrials
$25.0M
Healthcare
$17.2M
Communication Services
$10.0M
Full Holdings — Gilliland Jeter Wealth Management LLC (Q1 2026)
All 184 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $28.3M | 8.4% | -1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $26.1M | 7.7% | +0% | 90.2 |
| 3 | $WMT | Walmart Inc. | $14.3M | 4.2% | -1% | 63.2 |
| 4 | — | ISHARES TR RUS 1000 GRW ETF | $10.9M | 3.2% | +0% | — |
| 5 | — | VANGUARD DIVIDEND APPRECIATION ETF | $9.8M | 2.9% | +0% | — |
| 6 | $AMZN | AMAZON COM INC | $9.2M | 2.7% | -0% | 74.6 |
| 7 | $CAT | CATERPILLAR INC | $8.6M | 2.5% | -0% | 67.8 |
| 8 | $T | AT&T INC. | $8.2M | 2.4% | -2% | 71.9 |
| 9 | $MSFT | MICROSOFT CORP | $7.2M | 2.1% | -1% | 83.7 |
| 10 | $JPM | JPMORGAN CHASE & CO | $6.9M | 2.0% | -1% | 35.6 |
| 11 |  $META | Meta Platforms, Inc. | $6.7M | 2.0% | +0% | 80.9 |
| 12 |  $MPC | Marathon Petroleum Corp | $5.4M | 1.6% | -0% | 50.7 |
| 13 |  $CVX | CHEVRON CORP | $5.1M | 1.5% | -3% | 54.7 |
| 14 | — | VANGUARD GROWTH ETF | $5.0M | 1.5% | +0% | — |
| 15 |  $LRCX | LAM RESEARCH CORP | $4.8M | 1.4% | -8% | 82.4 |
| 16 | — | ISHARES TR U.S. TECH ETF | $4.4M | 1.3% | +1% | — |
| 17 |  $GOOGL | Alphabet Inc. | $4.2M | 1.3% | -0% | 80.2 |
| 18 | — | ISHARES TR CORE S&P500 ETF | $4.0M | 1.2% | -1% | — |
| 19 |  $AFL | AFLAC INC | $3.7M | 1.1% | +0% | 60.3 |
| 20 | — | ISHARES TR EAFE VALUE ETF | $3.6M | 1.1% | +610% | — |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.5M | 1.0% | -0% | 64.5 |
| 22 |  $XOM | EXXON MOBIL CORP | $3.5M | 1.0% | -1% | 61.8 |
| 23 |  $V | VISA INC. | $3.3M | 1.0% | +0% | 83.5 |
| 24 |  $GOOG | Alphabet Inc. | $3.3M | 1.0% | +0% | 80.2 |
| 25 |  $DTB | DTE ENERGY CO | $3.3M | 1.0% | +0% | — |
| 26 |  $AVGO | Broadcom Inc. | $3.2M | 1.0% | +0% | 86.4 |
| 27 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.2M | 0.9% | +1% | 68.4 |
| 28 |  $JCI | Johnson Controls International plc | $3.1M | 0.9% | -0% | — |
| 29 | — | ISHARES TR RUS 1000 VAL ETF | $3.1M | 0.9% | +3% | — |
| 30 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 0.9% | -0% | 72.8 |
| 31 | — | VANGUARD VALUE ETF | $3.0M | 0.9% | +0% | — |
| 32 |  $COP | CONOCOPHILLIPS | $3.0M | 0.9% | -1% | 74.8 |
| 33 |  $CRM | Salesforce, Inc. | $3.0M | 0.9% | +15% | 75.2 |
| 34 |  $ORCL | ORACLE CORP | $3.0M | 0.9% | +0% | 67.2 |
| 35 |  $MRK | Merck & Co., Inc. | $2.9M | 0.8% | -0% | 70.9 |
| 36 |  $WMB | WILLIAMS COMPANIES, INC. | $2.7M | 0.8% | -1% | 72.8 |
| 37 |  $BP | BP PLC | $2.7M | 0.8% | +0% | — |
| 38 |  $MSI | Motorola Solutions, Inc. | $2.5M | 0.8% | -0% | 73.8 |
| 39 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 0.7% | +19% | — |
| 40 |  $BSX | BOSTON SCIENTIFIC CORP | $2.4M | 0.7% | +0% | 79.9 |
| 41 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2.3M | 0.7% | +147% | 69.4 |
| 42 |  $ISRG | INTUITIVE SURGICAL INC | $2.2M | 0.7% | -2% | 81.4 |
| 43 |  $PM | Philip Morris International Inc. | $2.1M | 0.6% | -0% | 80.5 |
| 44 | — | ISHARES INTL CTRY ROTATION ACTIVE ETF | $2.1M | 0.6% | NEW | — |
| 45 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.0M | 0.6% | +0% | 75.4 |
| 46 |  $CB | Chubb Ltd | $2.0M | 0.6% | -1% | — |
| 47 | — | ISHARES TR S&P 100 ETF | $2.0M | 0.6% | NEW | — |
| 48 |  $ALL | ALLSTATE CORP | $2.0M | 0.6% | -0% | 76.6 |
| 49 |  $SPY | SPDR S&P 500 ETF TRUST | $1.9M | 0.6% | +5% | — |
| 50 | — | VANGUARD MEGA CAP GROWTH ETF | $1.9M | 0.6% | +0% | — |
| 51 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTI | $1.7M | 0.5% | +4% | — |
| 52 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.6M | 0.5% | +0% | — |
| 53 | — | PRINCIPAL SPECTRUM PREFERRED SECURITIES ACTIVE ETF | $1.5M | 0.5% | +3% | — |
| 54 |  $DTM | DT Midstream, Inc. | $1.5M | 0.5% | +0% | 74.5 |
| 55 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.4% | +0% | 74 |
| 56 |  $LLY | ELI LILLY & Co | $1.5M | 0.4% | +1% | 89.3 |
| 57 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $1.5M | 0.4% | +0% | — |
| 58 | — | ISHARES TR S&P 500 GRWT ETF | $1.4M | 0.4% | +31% | — |
| 59 | — | ALERIAN ENERGY INFRASTRUCTURE ETF | $1.4M | 0.4% | -2% | — |
| 60 |  $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | $1.3M | 0.4% | +3% | — |
| 61 | — | ISHARES TR S&P 500 VAL ETF | $1.3M | 0.4% | +15% | — |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.4% | +0% | 67 |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $1.3M | 0.4% | +1% | 71.6 |
| 64 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.2M | 0.4% | -2% | 56.5 |
| 65 |  $BE | Bloom Energy Corp | $1.2M | 0.3% | +0% | 54.4 |
| 66 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.3% | -1% | 72.9 |
| 67 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.3% | -1% | 70.7 |
| 68 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.1M | 0.3% | +0% | — |
| 69 | — | ISHARES TR 0-5 YR TIPS ETF | $1.1M | 0.3% | +4% | — |
| 70 |  $NVS | NOVARTIS AG | $1.0M | 0.3% | -1% | — |
| 71 |  $WCN | Waste Connections, Inc. | $997,544 | 0.3% | -2% | — |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $963,952 | 0.3% | +0% | 66.7 |
| 73 |  $AR | ANTERO RESOURCES Corp | $950,019 | 0.3% | +0% | 80.1 |
| 74 |  $MU | MICRON TECHNOLOGY INC | $948,993 | 0.3% | -28% | 88.4 |
| 75 |  $JHX | James Hardie Industries plc | $947,000 | 0.3% | +0% | — |
| 76 |  $MO | ALTRIA GROUP, INC. | $940,100 | 0.3% | -0% | 72.1 |
| 77 |  $THC | TENET HEALTHCARE CORP | $930,718 | 0.3% | +0% | 66.6 |
| 78 |  $PANW | Palo Alto Networks Inc | $909,175 | 0.3% | -5% | 66.5 |
| 79 | — | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $894,642 | 0.3% | +0% | — |
| 80 |  $LNG | Cheniere Energy, Inc. | $879,425 | 0.3% | +12% | 48.4 |
| 81 |  $TSLA | Tesla, Inc. | $833,092 | 0.3% | +18% | 50.1 |
| 82 | — | VANGUARD TOTAL STOCK MARKET ETF | $822,557 | 0.2% | +0% | — |
| 83 | — | FIRST TRUST CAPITAL STRENGTH ETF | $775,369 | 0.2% | -0% | — |
| 84 | — | ISHARES TR MSCI USA QLT FCT | $773,178 | 0.2% | +13% | — |
| 85 |  $SNOW | Snowflake Inc. | $753,044 | 0.2% | +24% | 49.6 |
| 86 | — | VANGUARD SMALL-CAP GROWTH ETF | $752,534 | 0.2% | +0% | — |
| 87 | — | ISHARES RUSSELL 1000 ETF | $750,947 | 0.2% | +83% | — |
| 88 | — | ISHARES TR RUSSELL 2000 ETF | $745,003 | 0.2% | +0% | — |
| 89 | — | ISHARES TR MRGSTR SM CP GR | $734,021 | 0.2% | +10% | — |
| 90 |  $AMT | AMERICAN TOWER CORP /MA/ | $718,325 | 0.2% | +0% | 69.8 |
| 91 |  $MA | Mastercard Inc | $711,746 | 0.2% | +0% | 81.7 |
| 92 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $707,118 | 0.2% | +1% | — |
| 93 |  $RPM | RPM INTERNATIONAL INC/DE/ | $672,315 | 0.2% | +1% | 57.3 |
| 94 |  $PGR | PROGRESSIVE CORP/OH/ | $668,268 | 0.2% | +4% | 83.6 |
| 95 |  $NSC | NORFOLK SOUTHERN CORP | $651,186 | 0.2% | -2% | 70.8 |
| 96 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $648,782 | 0.2% | +0% | — |
| 97 |  $PFE | PFIZER INC | $632,601 | 0.2% | +0% | 69 |
| 98 |  $COF | CAPITAL ONE FINANCIAL CORP | $618,300 | 0.2% | +0% | 71 |
| 99 |  $DVN | DEVON ENERGY CORP/DE | $617,476 | 0.2% | -0% | 70.2 |
| 100 |  $ACV | Virtus Diversified Income & Convertible Fund | $611,113 | 0.2% | +0% | — |
| 101 |  $DE | DEERE & CO | $591,822 | 0.2% | +0% | 57.4 |
| 102 |  $ICE | Intercontinental Exchange, Inc. | $590,821 | 0.2% | -2% | 73.8 |
| 103 |  $OZK | Bank OZK | $580,531 | 0.2% | +0% | — |
| 104 | — | GLOBAL X DEFENSE TECH ETF | $578,554 | 0.2% | +159% | — |
| 105 | — | ISHARES TR CORE S&P TTL STK | $576,028 | 0.2% | NEW | — |
| 106 |  $DAL | DELTA AIR LINES, INC. | $570,202 | 0.2% | -1% | 64.4 |
| 107 | — | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $567,278 | 0.2% | +28% | — |
| 108 |  $CCI | CROWN CASTLE INC. | $554,751 | 0.2% | -24% | 52.9 |
| 109 |  $ADI | ANALOG DEVICES INC | $551,650 | 0.2% | +0% | 76.2 |
| 110 |  $BX | Blackstone Inc. | $542,337 | 0.2% | -10% | 68 |
| 111 |  $ABT | ABBOTT LABORATORIES | $541,908 | 0.2% | +0% | 67 |
| 112 | — | PRINCIPAL EXCHANGE-TRADED FDS PRIN U S SMALL-CAP | $531,872 | 0.2% | +0% | — |
| 113 | — | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $530,706 | 0.2% | +0% | — |
| 114 |  $GEV | GE Vernova Inc. | $517,737 | 0.1% | -1% | 70.1 |
| 115 | — | ISHARES TR MSCI EMG MKT ETF | $502,097 | 0.1% | +0% | — |
| 116 | — | FT VEST LADDERED BUFFER ETF | $499,526 | 0.1% | +0% | — |
| 117 |  $HOMB | HOME BANCSHARES INC | $490,449 | 0.1% | +0% | — |
| 118 |  $HUBB | HUBBELL INC | $484,318 | 0.1% | +0% | 68.7 |
| 119 | — | ISHARES TR 10-20 YR TRS ETF | $470,161 | 0.1% | +7% | — |
| 120 |  $HD | HOME DEPOT, INC. | $465,062 | 0.1% | +4% | 69.2 |
| 121 |  $GE | GENERAL ELECTRIC CO | $437,686 | 0.1% | +0% | 74.8 |
| 122 |  $NOW | ServiceNow, Inc. | $437,542 | 0.1% | -8% | 76 |
| 123 | — | ISHARES TR MORNINGSTAR VALU | $429,282 | 0.1% | NEW | — |
| 124 |  $FANG | Diamondback Energy, Inc. | $427,848 | 0.1% | +1% | 81.4 |
| 125 |  $CI | Cigna Group | $423,211 | 0.1% | +0% | 66.8 |
| 126 |  $BLK | BlackRock, Inc. | $421,440 | 0.1% | +0% | 70.3 |
| 127 |  $SPGI | S&P Global Inc. | $419,165 | 0.1% | -27% | 79.4 |
| 128 |  $MKL | MARKEL GROUP INC. | $405,783 | 0.1% | +0% | 68.2 |
| 129 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $404,831 | 0.1% | +0% | 74.6 |
| 130 |  $EHC | Encompass Health Corp | $404,364 | 0.1% | +0% | 68.9 |
| 131 |  $GLD | SPDR GOLD TRUST | $403,182 | 0.1% | +0% | — |
| 132 | — | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $396,467 | 0.1% | NEW | — |
| 133 | — | VANGUARD RUSSELL 1000 GROWTH ETF | $394,970 | 0.1% | +0% | — |
| 134 |  $MDLZ | Mondelez International, Inc. | $393,261 | 0.1% | -1% | 53.9 |
| 135 |  $AMGN | AMGEN INC | $392,985 | 0.1% | -0% | 79.5 |
| 136 |  $TT | Trane Technologies plc | $391,736 | 0.1% | -1% | — |
| 137 | — | ISHARES TR RUS 2000 GRW ETF | $371,237 | 0.1% | NEW | — |
| 138 |  $CCD | Calamos Dynamic Convertible & Income Fund | $370,914 | 0.1% | +1% | — |
| 139 |  $PSX | Phillips 66 | $369,827 | 0.1% | -13% | 47.6 |
| 140 |  $SHOP | SHOPIFY INC. | $367,722 | 0.1% | +2% | — |
| 141 | — | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $355,531 | 0.1% | +0% | — |
| 142 |  $GS | GOLDMAN SACHS GROUP INC | $350,240 | 0.1% | +4% | — |
| 143 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $348,497 | 0.1% | NEW | — |
| 144 |  $WFC | WELLS FARGO & COMPANY/MN | $343,676 | 0.1% | +0% | — |
| 145 |  $LIN | LINDE PLC | $343,676 | 0.1% | +0% | — |
| 146 | — | VANGUARD SMALL-CAP VALUE ETF | $333,740 | 0.1% | +0% | — |
| 147 |  $ABBV | AbbVie Inc. | $331,744 | 0.1% | +0% | 59.3 |
| 148 |  $STE | STERIS plc | $329,424 | 0.1% | -0% | — |
| 149 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $328,217 | 0.1% | +0% | 70.4 |
| 150 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $319,113 | 0.1% | +0% | — |
| 151 |  $MUSA | Murphy USA Inc. | $309,719 | 0.1% | +5% | 53.2 |
| 152 |  $EOG | EOG RESOURCES INC | $305,365 | 0.1% | NEW | 71.1 |
| 153 |  $RF | REGIONS FINANCIAL CORP | $303,821 | 0.1% | +0% | — |
| 154 |  $GPN | GLOBAL PAYMENTS INC | $300,184 | 0.1% | NEW | 42.9 |
| 155 |  $FCX | FREEPORT-MCMORAN INC | $296,192 | 0.1% | +0% | 73.1 |
| 156 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $296,146 | 0.1% | +2% | — |
| 157 | — | ISHARES TR MBS ETF | $295,664 | 0.1% | +16% | — |
| 158 |  $ORLY | O REILLY AUTOMOTIVE INC | $290,315 | 0.1% | +0% | 72.7 |
| 159 | — | ISHARES LARGE CAP CORE ACTIVE ETF | $275,923 | 0.1% | NEW | — |
| 160 |  $TTE | TotalEnergies SE | $272,940 | 0.1% | NEW | — |
| 161 |  $ITW | ILLINOIS TOOL WORKS INC | $272,272 | 0.1% | +0% | 71.2 |
| 162 |  $VTR | Ventas, Inc. | $271,789 | 0.1% | +0% | 70.3 |
| 163 |  $NFLX | NETFLIX INC | $271,431 | 0.1% | NEW | 86.7 |
| 164 | — | ISHARES TR US TREAS BD ETF | $267,245 | 0.1% | NEW | — |
| 165 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF | $263,100 | 0.1% | -19% | — |
| 166 |  $NXPI | NXP Semiconductors N.V. | $259,068 | 0.1% | -1% | — |
| 167 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF | $248,995 | 0.1% | +21% | — |
| 168 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $239,618 | 0.1% | -11% | — |
| 169 |  $HAL | HALLIBURTON CO | $236,291 | 0.1% | -15% | 50.9 |
| 170 |  $SFNC | SIMMONS FIRST NATIONAL CORP | $235,256 | 0.1% | +0% | — |
| 171 |  $CGO | CALAMOS GLOBAL TOTAL RETURN FUND | $229,422 | 0.1% | +0% | — |
| 172 |  $IVZ | Invesco Ltd. | $227,408 | 0.1% | +0% | — |
| 173 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $222,562 | 0.1% | +0% | 63.2 |
| 174 |  $HON | HONEYWELL INTERNATIONAL INC | $219,701 | 0.1% | NEW | 65.7 |
| 175 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $218,999 | 0.1% | +0% | — |
| 176 |  $WBD | Warner Bros. Discovery, Inc. | $216,385 | 0.1% | +0% | 42.1 |
| 177 | — | AKRE FOCUS ETF | $208,440 | 0.1% | +0% | — |
| 178 |  $AXP | AMERICAN EXPRESS CO | $207,733 | 0.1% | +9% | 73.2 |
| 179 |  $KO | COCA COLA CO | $203,530 | 0.1% | NEW | 74 |
| 180 |  $BMY | BRISTOL MYERS SQUIBB CO | $200,887 | 0.1% | NEW | 70.1 |
| 181 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $200,092 | 0.1% | NEW | 76.3 |
| 182 |  $SMR | NUSCALE POWER Corp | $198,047 | 0.1% | +48% | 26.6 |
| 183 |  $SOFI | SoFi Technologies, Inc. | $182,620 | 0.1% | +0% | 53.8 |
| 184 |  $SLI | STANDARD LITHIUM LTD. | $42,229 | 0.0% | +0% | — |
New Positions (17)
ISHARES INTL CTRY ROTATION ACTIVE ETF$2.1M
ISHARES TR S&P 100 ETF$2.0M
ISHARES TR CORE S&P TTL STK$576,028
ISHARES TR MORNINGSTAR VALU$429,282
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$396,467
ISHARES TR RUS 2000 GRW ETF$371,237
$DSGX DESCARTES SYSTEMS GROUP INC$348,497$EOG EOG RESOURCES INC$305,365$GPN GLOBAL PAYMENTS INC$300,184 ISHARES LARGE CAP CORE ACTIVE ETF$275,923
$TTE TotalEnergies SE$272,940$NFLX NETFLIX INC$271,431 ISHARES TR US TREAS BD ETF$267,245
$HON HONEYWELL INTERNATIONAL INC$219,701$KO COCA COLA CO$203,530
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Gilliland Jeter Wealth Management LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Gilliland Jeter Wealth Management LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Gilliland Jeter Wealth Management LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Gilliland Jeter Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Gilliland Jeter Wealth Management LLC (SEC CIK: 2009886), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Gilliland Jeter Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.