Quick Takeaways
- Gilliland Jeter Wealth Management LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2025.
- Latest reported holdings value: $330,844,417.
Follow Filing Activity
Follow Gilliland Jeter Wealth Management LLC and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Portfolio holdings and changes are grounded in SEC Form 13F filings.
See Original Filing| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 174 | $330,844,417 | +$8,992,588 | -$6,799,715 | +$2,192,873 | AAPL, NVDA, WMT, IWF, AMZN | 13F-HR | 23 Jan 2026, 12:38 |
| Q3 2025 | 172 | $324,017,705 | +$5,583,361 | -$14,426,992 | -$8,843,631 | AAPL, NVDA, WMT, IWF, MSFT | 13F-HR | 28 Oct 2025, 10:13 |
| Q2 2025 | 178 | $307,097,477 | +$5,640,377 | -$7,335,924 | -$1,695,547 | NVDA, AAPL, WMT, IWF, MSFT | 13F-HR | 24 Jul 2025, 09:28 |
| Q1 2025 | 176 | $282,873,771 | +$6,245,820 | -$8,597,736 | -$2,351,916 | AAPL, NVDA, WMT, IWF, VIG | 13F-HR | 29 Apr 2025, 17:55 |
| Q4 2024 | 173 | $296,275,091 | +$3,877,279 | -$26,422,585 | -$22,545,306 | AAPL, NVDA, WMT, IWF, AMZN | 13F-HR | 28 Jan 2025, 10:27 |
| Q3 2024 | 665 | $309,545,758 | $0 | $0 | $0 | AAPL, NVDA, WMT, MSFT, IWF | New Holdings | 18 Oct 2024, 18:12 |
| Q3 2024 | 749 | $311,515,914 | +$9,586,433 | -$7,465,776 | +$2,120,657 | AAPL, NVDA, WMT, MSFT, IWF | 13F-HR | 17 Oct 2024, 12:32 |
| Q2 2024 | 687 | $296,877,917 | +$22,871,227 | -$7,302,313 | +$15,568,914 | AAPL, NVDA, MSFT, AMZN, IWF | 13F-HR | 24 Jul 2024, 13:26 |
| Q1 2024 | 633 | $287,118,980 | +$35,129,766 | -$10,073,283 | +$25,056,483 | AAPL, NVDA, MSFT, AMZN, IWF | 13F-HR | 02 May 2024, 12:56 |
| Q4 2023 | 164 | $241,804,291 | $0 | $0 | $0 | AAPL, MSFT, NVDA, IWF, VIG | 13F-HR | 02 Feb 2024, 16:26 |