Gilliland Jeter Wealth Management LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), Gilliland Jeter Wealth Management LLC reported 631 stock positions worth $287.1 million. Its top holding was Apple (AAPL) at 8.2% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Microsoft (MSFT, 3.5%). Compared with Q4 2023, it opened 468 new positions, sold out of 1, added to 55 and reduced 81. The biggest buy was a new position in Dollar General (DG) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0002009886
- Portfolio Value
- $287.1M (Q1 2024)
- SEC Filing
- 0002009886-24-000002 ↗ filed May 2, 2024
Holdings Value
Holdings 631 stocks · $287.1M
| AAPL Apple Inc. | 8.22% | 137,534 | $23.6M | Reduce -1.0% |
| NVDA Nvidia Corp. | 4.86% | 15,431 | $13.9M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.47% | 23,665 | $10.0M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 3.00% | 47,670 | $8.6M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 2.94% | 25,042 | $8.4M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 2.81% | 44,157 | $8.1M | Add +0.5% |
| WMT Walmart Inc. | 2.60% | 123,856 | $7.5M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 1.86% | 10,981 | $5.3M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 1.81% | 25,899 | $5.2M | Add +8.1% |
| MPC Marathon Petroleum Corp. | 1.80% | 25,643 | $5.2M | Add +0.1% |
| T AT&T Inc. | 1.73% | 282,766 | $5.0M | Add +6.5% |
| CAT Caterpillar Inc. | 1.70% | 13,345 | $4.9M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 1.50% | 32,650 | $4.3M | Add +6.3% |
| CVX Chevron Corp. | 1.37% | 24,882 | $3.9M | Add +19.4% |
| CRM Salesforce Inc. | 1.36% | 12,993 | $3.9M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.34% | 11,164 | $3.8M | Add +1.3% |
| DG Dollar General Corp. | 1.31% | 24,113 | $3.8M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 8,155 | $3.4M | Add +3.1% |
| IYW iShares Ustechnology ETF | 1.17% | 24,904 | $3.4M | Add +1.0% |
| INSP Inspire Medical Systems Inc. | 1.15% | 15,383 | $3.3M | Reduce -7.1% |
| V Visa Inc. Class A | 1.09% | 11,204 | $3.1M | Reduce -0.8% |
| AFL Aflac Inc. | 1.04% | 34,764 | $3.0M | Add +0.1% |
| BSX Boston Scientific Corp. | 1.01% | 42,219 | $2.9M | Add +7.2% |
| MSI Motorola Solutions Inc. | 1.00% | 8,053 | $2.9M | Reduce -0.9% |
| COP Conocophillips | 0.99% | 22,380 | $2.8M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.99% | 18,657 | $2.8M | Reduce -8.3% |
| ORCL Oracle Corp. | 0.96% | 21,959 | $2.8M | Add +10.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 66,494 | $2.5M | Reduce -4.3% |
| DTE DTE Energy Company | 0.88% | 22,425 | $2.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.87% | 15,402 | $2.5M | No change |
| LRCX Lam Research Corp. | 0.87% | 2,577 | $2.5M | Add +0.0% |
| HOMB Home Bancshares Inc. | 0.84% | 97,812 | $2.4M | No change |
| BP BP PLC-Spons ADR | 0.81% | 61,688 | $2.3M | Reduce -10.7% |
| UNH Unitedhealth Group Inc. | 0.79% | 4,601 | $2.3M | Add +15.5% |
| IWD iShares Russell 1000 Value E | 0.78% | 12,558 | $2.2M | Add +0.1% |
| JNJ Johnson & Johnson | 0.73% | 13,254 | $2.1M | Reduce -15.8% |
| ISRG Intuitive Surgical Inc. | 0.69% | 4,951 | $2.0M | No change |
| JCI Johnson Controls Internation | 0.69% | 30,229 | $2.0M | Reduce -20.1% |
| GOOGL Alphabet Inc. Class A | 0.65% | 12,417 | $1.9M | Add +4.9% |
| XOM Exxon Mobil Corp. | 0.65% | 16,122 | $1.9M | Add +0.1% |
| AVGO Broadcom Inc. | 0.64% | 1,391 | $1.8M | Reduce -6.8% |
| IVV iShares Core S&P 500 ETF | 0.63% | 3,459 | $1.8M | Add +37.9% |
| CB Chubb Ltd. | 0.61% | 6,708 | $1.7M | Add +7.6% |
| UNP Union Pacific Corp. | 0.60% | 7,042 | $1.7M | Reduce -3.3% |
| DVN Devon Energy Corp. | 0.57% | 32,544 | $1.6M | Add +3.1% |
| WMB Williams Cos Inc. | 0.55% | 40,200 | $1.6M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 2,922 | $1.5M | Reduce -2.7% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.52% | 82,412 | $1.5M | Reduce -4.1% |
| ALL Allstate Corp. | 0.52% | 8,579 | $1.5M | Reduce -2.2% |
| CP Canadian Pacific Kansas City | 0.52% | 16,809 | $1.5M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.51% | 6,990 | $1.5M | Reduce -1.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.50% | 5,056 | $1.4M | Add +0.1% |
| KEYS Keysight Technologies Inc. | 0.48% | 8,870 | $1.4M | Reduce -8.1% |
| PG The Procter & Gamble Co. | 0.47% | 8,302 | $1.3M | Add +2.3% |
| PM Philip Morris International | 0.46% | 14,551 | $1.3M | Add +9.4% |
| AEP American Electric Power | 0.46% | 15,348 | $1.3M | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.45% | 13,003 | $1.3M | Reduce -28.9% |
| PXD Pioneer Natural Resources Co. | 0.44% | 4,766 | $1.3M | Reduce -1.6% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.42% | 6,028 | $1.2M | Reduce -2.4% |
| XLI SS Industrial Select Sector | 0.40% | 9,176 | $1.2M | Add +0.0% |
| IQV Iqvia Holdings Inc. | 0.40% | 4,501 | $1.1M | Add +5.6% |
| WCN Waste Connections Inc. | 0.39% | 6,530 | $1.1M | Reduce -1.2% |
| BTO John Hancock Financial Opp | 0.38% | 36,468 | $1.1M | Add +0.4% |
| SPGI S&P Global Inc. | 0.36% | 2,455 | $1.0M | Reduce -4.5% |
| PANW Palo Alto Networks Inc. | 0.35% | 3,549 | $1.0M | No change |
| VZ Verizon Communications Inc. | 0.34% | 23,558 | $989K | Reduce -24.7% |
| CADE Cadence Bank | 0.34% | 33,560 | $973K | Add +0.8% |
| CCI Crown Castle Inc. | 0.34% | 9,088 | $962K | New |
| SKYY First Trust Cloud Computing | 0.33% | 9,918 | $948K | No change |
| HBAN Huntington Bancshares Inc. | 0.32% | 66,496 | $928K | Reduce -9.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 9,040 | $917K | Reduce -10.8% |
| COST Costco Wholesale Corp. | 0.30% | 1,192 | $873K | Reduce -2.5% |
| LULU Lululemon Athletica Inc. | 0.30% | 2,212 | $864K | Reduce -1.3% |
| FTCS First Trust Capital Strength | 0.30% | 9,988 | $855K | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.29% | 1,088 | $846K | Reduce -5.7% |
| FV First Trust DW Focus 5 Fund | 0.29% | 14,675 | $840K | Add +0.0% |
| AMT American Tower Corp. | 0.29% | 4,200 | $830K | New |
| HD Home Depot Inc. | 0.29% | 2,142 | $821K | Reduce -8.8% |
| BX Blackstone Inc. | 0.28% | 6,210 | $816K | Reduce -0.3% |
| RJF Raymond James Financial Inc. | 0.27% | 6,141 | $789K | Add +1.6% |
| ALE Allete Inc. | 0.27% | 13,096 | $781K | No change |
| RPM RPM International Inc. | 0.27% | 6,565 | $781K | Reduce -1.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 4,060 | $775K | Add +0.1% |
| SFNC Simmons First Natl Corp. Class A | 0.27% | 39,740 | $773K | Add +0.1% |
| MU Micron Technology Inc. | 0.27% | 6,505 | $767K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 1,626 | $722K | Add +22.8% |
| MA Mastercard Inc. Class A | 0.24% | 1,459 | $703K | Reduce -25.4% |
| OZK Bank Ozk | 0.24% | 15,363 | $698K | Reduce -16.6% |
| STE Steris PLC | 0.24% | 3,096 | $696K | Reduce -24.0% |
| PGR Progressive Corp. | 0.24% | 3,346 | $692K | Reduce -26.6% |
| DTM DT Midstream Inc. | 0.24% | 11,212 | $685K | No change |
| PFE Pfizer Inc. | 0.23% | 23,898 | $663K | Reduce -28.5% |
| NOW ServiceNow Inc. | 0.23% | 869 | $663K | Add +13.0% |
| IRDM Iridium Communications Inc. | 0.23% | 25,258 | $661K | Add +0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 2,476 | $646K | Add +2.1% |
| AR Antero Resources Corp. | 0.22% | 22,045 | $639K | New |
| IWM iShares Russell 2000 ETF | 0.22% | 3,000 | $631K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,425 | $630K | New |
| MO Altria Group Inc. | 0.22% | 14,366 | $627K | Add +0.3% |
| UPS United Parcel Service Class B | 0.22% | 4,163 | $619K | Reduce -4.3% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $42K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 35 | $42K | New |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 1 | $13 | New |
Total filed on the 13F, all lines: $287.1M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.0% | 8.22% | −2.84 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.40 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -28.9% | 0.45% | −0.30 |
| JNJ Johnson & Johnson | Reduce -15.8% | 0.73% | −0.29 |
| MSFT Microsoft Corp. | Reduce -1.7% | 3.47% | −0.27 |
| INSP Inspire Medical Systems Inc. | Reduce -7.1% | 1.15% | −0.24 |
| JCI Johnson Controls Internation | Reduce -20.1% | 0.69% | −0.21 |
| BP BP PLC-Spons ADR | Reduce -10.7% | 0.81% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -8.3% | 0.99% | −0.20 |
| LULU Lululemon Athletica Inc. | Reduce -1.3% | 0.30% | −0.17 |
| WMT Walmart Inc. | Reduce -2.7% | 2.60% | −0.17 |
| PFE Pfizer Inc. | Reduce -28.5% | 0.23% | −0.17 |
| KEYS Keysight Technologies Inc. | Reduce -8.1% | 0.48% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -24.7% | 0.34% | −0.14 |
| UNP Union Pacific Corp. | Reduce -3.3% | 0.60% | −0.14 |
| OZK Bank Ozk | Reduce -16.6% | 0.24% | −0.14 |
| STE Steris PLC | Reduce -24.0% | 0.24% | −0.13 |
| V Visa Inc. Class A | Reduce -0.8% | 1.09% | −0.13 |
| COP Conocophillips | Reduce -2.4% | 0.99% | −0.11 |
| SPGI S&P Global Inc. | Reduce -4.5% | 0.36% | −0.10 |
| TIP iShares Tips Bond ETF | Reduce -83.0% | 0.02% | −0.10 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -4.1% | 0.52% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -45.5% | 0.09% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -25.4% | 0.24% | −0.10 |
| CRM Salesforce Inc. | Reduce -3.1% | 1.36% | −0.10 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -2.4% | 0.42% | −0.09 |
| MOS The Mosaic Co. | Reduce -85.6% | 0.01% | −0.09 |
| BAC Bank of America Corp. | Reduce -4.3% | 0.88% | −0.09 |
| ADBE Adobe Inc. | Reduce -53.5% | 0.04% | −0.09 |
| MKL Markel Group Inc. | Reduce -31.8% | 0.13% | −0.08 |
| BAB Invesco Taxable Municipal Bo | Reduce -49.9% | 0.05% | −0.07 |
| TJX TJX Companies Inc. | Reduce -10.8% | 0.32% | −0.07 |
| BA The Boeing Co. | Reduce -18.0% | 0.08% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -73.8% | 0.02% | −0.07 |
| FTSM First Trust Enh Short Mat FD | Reduce -48.0% | 0.05% | −0.07 |
| UPS United Parcel Service Class B | Reduce -4.3% | 0.22% | −0.07 |
| FISV Fiserv Inc. | Reduce -43.4% | 0.09% | −0.07 |
| HBAN Huntington Bancshares Inc. | Reduce -9.0% | 0.32% | −0.06 |
| PGR Progressive Corp. | Reduce -26.6% | 0.24% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.53% | −0.06 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.51% | −0.06 |
| MSI Motorola Solutions Inc. | Reduce -0.9% | 1.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -41.9% | 0.06% | −0.05 |
| BX Blackstone Inc. | Reduce -0.3% | 0.28% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -35.6% | 0.09% | −0.05 |
| HD Home Depot Inc. | Reduce -8.8% | 0.29% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -11.0% | 0.21% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -10.1% | 0.20% | −0.05 |
| WMB Williams Cos Inc. | Reduce -2.4% | 0.55% | −0.05 |
| AVGO Broadcom Inc. | Reduce -6.8% | 0.64% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| DG Dollar General Corp. | New | 1.31% | +1.31 |
| CCI Crown Castle Inc. | New | 0.34% | +0.34 |
| AMT American Tower Corp. | New | 0.29% | +0.29 |
| MPC Marathon Petroleum Corp. | Add +0.1% | 1.80% | +0.23 |
| AR Antero Resources Corp. | New | 0.22% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.22% | +0.22 |
| CROX Crocs Inc. | New | 0.21% | +0.21 |
| SNOW Snowflake Inc. | New | 0.16% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +37.9% | 0.63% | +0.14 |
| INTC Intel Corp. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +8.1% | 1.81% | +0.12 |
| HON Honeywell International Inc. | New | 0.12% | +0.12 |
| MRK Merck & Co. Inc. | Add +6.3% | 1.50% | +0.12 |
| SO The Southern Co. | New | 0.11% | +0.11 |
| WFC Wells Fargo & Co. | New | 0.10% | +0.10 |
| GE General Electric | New | 0.09% | +0.09 |
| ORCL Oracle Corp. | Add +10.2% | 0.96% | +0.09 |
| MCD McDonald's Corp. | New | 0.09% | +0.09 |
| OHI Omega Healthcare Investors | New | 0.09% | +0.09 |
| UNIT Uniti Group LLC Com SHS | New | 0.09% | +0.09 |
| CVX Chevron Corp. | Add +19.4% | 1.37% | +0.08 |
| CLX Clorox Company | New | 0.07% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | New | 0.07% | +0.07 |
| MUSA Murphy USA Inc. | New | 0.07% | +0.07 |
| BLK BlackRock Finance Inc. | New | 0.07% | +0.07 |
| MRO Marathon Oil Corp. | New | 0.07% | +0.07 |
| IIIV I3 Verticals Inc. Class A | New | 0.07% | +0.07 |
| BSX Boston Scientific Corp. | Add +7.2% | 1.01% | +0.07 |
| IVW iShares S&P 500 Growth ETF | New | 0.06% | +0.06 |
| MUR Murphy Oil Corp. | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.06% | +0.06 |
| AXP American Express Co. | New | 0.06% | +0.06 |
| OXY Occidental Petroleum Corp. | New | 0.06% | +0.06 |
| FEZ State Street SPDR Euro Stoxx | New | 0.06% | +0.06 |
| DIS The Walt Disney Co. | New | 0.06% | +0.06 |
| ITW Illinois Tool Works | New | 0.06% | +0.06 |
| VTR Ventas Inc. | New | 0.06% | +0.06 |
| FYT First Trust Small Cap Val | New | 0.06% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | New | 0.06% | +0.06 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| PDI PIMCO Dynamic Income Fund | New | 0.06% | +0.06 |
| WY Weyerhaeuser Co. | New | 0.06% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.06% | +0.06 |
| DFS Discover Financial Services | New | 0.05% | +0.05 |
| FLYW Flywire Corp.-Voting | New | 0.05% | +0.05 |
| CVS CVS Health Corp. | New | 0.05% | +0.05 |
| NEE Nextera Energy Inc. | New | 0.05% | +0.05 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| EOG EOG Resources Inc. | New | 0.05% | +0.05 |
| ETNB 89BIO Inc. | Add +73.3% | 0.13% | +0.05 |
Notes & Other Activity Q4 2023 → Q1 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 35 | $42K |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | New | 1 | $13 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 195 | $381.7M | AAPL, NVDA, WMT, CAT, IWF |
| Q1 2026 | 184 | $337.6M | AAPL, NVDA, WMT, IWF, VIG |
| Q4 2025 | 174 | $330.8M | AAPL, NVDA, WMT, IWF, AMZN |
| Q3 2025 | 172 | $324.0M | AAPL, NVDA, WMT, IWF, MSFT |
| Q2 2025 | 178 | $307.1M | NVDA, AAPL, WMT, IWF, MSFT |
| Q1 2025 | 176 | $282.9M | AAPL, NVDA, WMT, IWF, VIG |
| Q4 2024 | 173 | $296.3M | AAPL, NVDA, WMT, IWF, AMZN |
| Q3 2024Amended | 664 | $309.5M | AAPL, NVDA, WMT, MSFT, IWF |
| Q2 2024 | 686 | $296.9M | AAPL, NVDA, MSFT, AMZN, IWF |
| Q1 2024 | 631 | $287.1M | AAPL, NVDA, MSFT, AMZN, IWF |