Gilliland Jeter Wealth Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Gilliland Jeter Wealth Management LLC reported 686 stock positions worth $296.9 million. Its top holding was Apple (AAPL) at 9.3% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Microsoft (MSFT, 3.5%). Compared with Q1 2024, it opened 70 new positions, sold out of 17, added to 148 and reduced 109. The biggest buy was Exxon Mobil (XOM, shares +68%) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0002009886
- Portfolio Value
- $296.9M (Q2 2024)
- SEC Filing
- 0002009886-24-000003 ↗ filed Jul 24, 2024
Holdings Value
Holdings 686 stocks · $296.9M
| AAPL Apple Inc. | 9.28% | 130,844 | $27.6M | Reduce -4.9% |
| NVDA Nvidia Corp. | 6.41% | 154,022 | $19.0M | Reduce -0.2% |
| MSFT Microsoft Corp. | 3.49% | 23,160 | $10.4M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 3.08% | 47,241 | $9.1M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 3.06% | 24,937 | $9.1M | Reduce -0.4% |
| WMT Walmart Inc. | 2.82% | 123,513 | $8.4M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 2.71% | 44,053 | $8.0M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.88% | 11,075 | $5.6M | Add +0.9% |
| T AT&T Inc. | 1.81% | 281,582 | $5.4M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 1.75% | 25,618 | $5.2M | Reduce -1.1% |
| MPC Marathon Petroleum Corp. | 1.50% | 25,682 | $4.5M | Add +0.1% |
| CAT Caterpillar Inc. | 1.50% | 13,363 | $4.5M | Add +0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.41% | 11,213 | $4.2M | Add +0.4% |
| CVX Chevron Corp. | 1.34% | 25,341 | $4.0M | Add +1.8% |
| MRK Merck & Co. Inc. | 1.33% | 31,921 | $4.0M | Reduce -2.2% |
| IYW iShares Ustechnology ETF | 1.26% | 24,954 | $3.8M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 1.20% | 19,438 | $3.6M | Add +4.2% |
| CRM Salesforce Inc. | 1.12% | 12,947 | $3.3M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 8,159 | $3.3M | Add +0.1% |
| DG Dollar General Corp. | 1.10% | 24,743 | $3.3M | Add +2.6% |
| BSX Boston Scientific Corp. | 1.08% | 41,567 | $3.2M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 1.05% | 27,151 | $3.1M | Add +68.4% |
| AFL Aflac Inc. | 1.05% | 34,782 | $3.1M | Add +0.1% |
| ORCL Oracle Corp. | 1.04% | 21,966 | $3.1M | Add +0.0% |
| MSI Motorola Solutions Inc. | 1.04% | 8,031 | $3.1M | Reduce -0.3% |
| V Visa Inc. Class A | 1.00% | 11,308 | $3.0M | Add +0.9% |
| LRCX Lam Research Corp. | 0.93% | 2,583 | $2.8M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.88% | 65,715 | $2.6M | Reduce -1.2% |
| COP Conocophillips | 0.86% | 22,385 | $2.6M | Add +0.0% |
| DTE DTE Energy Company | 0.84% | 22,425 | $2.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.83% | 15,402 | $2.5M | No change |
| UNH Unitedhealth Group Inc. | 0.76% | 4,411 | $2.2M | Reduce -4.1% |
| BP BP PLC-Spons ADR | 0.75% | 61,905 | $2.2M | Add +0.3% |
| AVGO Broadcom Inc. | 0.75% | 1,389 | $2.2M | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.74% | 4,951 | $2.2M | No change |
| IWD iShares Russell 1000 Value E | 0.74% | 12,600 | $2.2M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.72% | 11,773 | $2.1M | Reduce -5.2% |
| INSP Inspire Medical Systems Inc. | 0.70% | 15,508 | $2.1M | Add +0.8% |
| JCI Johnson Controls Internation | 0.68% | 30,201 | $2.0M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.68% | 3,668 | $2.0M | Add +6.0% |
| JNJ Johnson & Johnson | 0.65% | 13,211 | $1.9M | Reduce -0.3% |
| HOMB Home Bancshares Inc. | 0.60% | 73,812 | $1.8M | Reduce -24.5% |
| WMB Williams Cos Inc. | 0.57% | 39,981 | $1.7M | Reduce -0.5% |
| CB Chubb Ltd. | 0.56% | 6,557 | $1.7M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 2,970 | $1.6M | Add +1.6% |
| UNP Union Pacific Corp. | 0.54% | 7,048 | $1.6M | Add +0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.54% | 5,056 | $1.6M | No change |
| XLK SS Technology Select Sector | 0.53% | 6,991 | $1.6M | Add +0.0% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.50% | 80,877 | $1.5M | Reduce -1.9% |
| PM Philip Morris International | 0.49% | 14,363 | $1.5M | Reduce -1.3% |
| ALL Allstate Corp. | 0.46% | 8,567 | $1.4M | Reduce -0.1% |
| DVN Devon Energy Corp. | 0.46% | 28,649 | $1.4M | Reduce -12.0% |
| AEP American Electric Power | 0.45% | 15,348 | $1.3M | No change |
| PG The Procter & Gamble Co. | 0.45% | 8,151 | $1.3M | Reduce -1.8% |
| CP Canadian Pacific Kansas City | 0.44% | 16,611 | $1.3M | Reduce -1.2% |
| STIP iShares 0-5 Year Tips Bond E | 0.41% | 12,234 | $1.2M | Reduce -5.9% |
| PANW Palo Alto Networks Inc. | 0.41% | 3,549 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.40% | 1,325 | $1.2M | Add +21.8% |
| WCN Waste Connections Inc. | 0.39% | 6,530 | $1.1M | No change |
| KEYS Keysight Technologies Inc. | 0.38% | 8,330 | $1.1M | Reduce -6.1% |
| XLI SS Industrial Select Sector | 0.38% | 9,178 | $1.1M | Add +0.0% |
| SPGI S&P Global Inc. | 0.37% | 2,457 | $1.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.34% | 1,192 | $1.0M | No change |
| VZ Verizon Communications Inc. | 0.33% | 23,895 | $985K | Add +1.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.32% | 6,029 | $965K | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.32% | 8,741 | $962K | Reduce -3.3% |
| SKYY First Trust Cloud Computing | 0.32% | 9,918 | $947K | No change |
| CCI Crown Castle Inc. | 0.31% | 9,528 | $931K | Add +4.8% |
| CADE Cadence Bank | 0.31% | 32,679 | $924K | Reduce -2.6% |
| BTO John Hancock Financial Opp | 0.30% | 32,163 | $901K | Reduce -11.8% |
| IQV Iqvia Holdings Inc. | 0.30% | 4,192 | $886K | Reduce -6.9% |
| HBAN Huntington Bancshares Inc. | 0.29% | 66,417 | $875K | Reduce -0.1% |
| MU Micron Technology Inc. | 0.29% | 6,539 | $860K | Add +0.5% |
| IRDM Iridium Communications Inc. | 0.29% | 32,247 | $858K | Add +27.7% |
| FV First Trust DW Focus 5 Fund | 0.28% | 14,679 | $841K | Add +0.0% |
| FTCS First Trust Capital Strength | 0.28% | 9,990 | $840K | Add +0.0% |
| AMT American Tower Corp. | 0.28% | 4,204 | $817K | Add +0.1% |
| ALE Allete Inc. | 0.28% | 13,096 | $817K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 1,703 | $816K | Add +4.7% |
| DTM DT Midstream Inc. | 0.27% | 11,212 | $796K | No change |
| RJF Raymond James Financial Inc. | 0.26% | 6,237 | $771K | Add +1.6% |
| BX Blackstone Inc. | 0.26% | 6,212 | $769K | Add +0.0% |
| AR Antero Resources Corp. | 0.24% | 22,245 | $726K | Add +0.9% |
| LULU Lululemon Athletica Inc. | 0.24% | 2,397 | $716K | Add +8.4% |
| RPM RPM International Inc. | 0.24% | 6,592 | $710K | Add +0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 4,066 | $703K | Add +0.1% |
| PGR Progressive Corp. | 0.23% | 3,347 | $695K | Add +0.0% |
| NOW ServiceNow Inc. | 0.22% | 835 | $657K | Reduce -3.9% |
| MO Altria Group Inc. | 0.22% | 14,406 | $656K | Add +0.3% |
| THC Tenet Healthcare Corp. | 0.22% | 4,932 | $656K | Reduce -3.3% |
| HD Home Depot Inc. | 0.22% | 1,901 | $654K | Reduce -11.3% |
| MA Mastercard Inc. Class A | 0.22% | 1,459 | $644K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 2,385 | $638K | Reduce -1.6% |
| STE Steris PLC | 0.21% | 2,874 | $631K | Reduce -7.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 2,482 | $621K | Add +0.2% |
| PFE Pfizer Inc. | 0.21% | 21,851 | $611K | Reduce -8.6% |
| XLV SS Health Care Select Sector | 0.21% | 4,180 | $609K | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.20% | 3,000 | $609K | No change |
| CROX Crocs Inc. | 0.20% | 4,115 | $601K | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.19% | 4,215 | $577K | Reduce -1.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $13 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 1 | $13 | No change |
Total filed on the 13F, all lines: $296.9M.
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.44 |
| CRM Salesforce Inc. | Reduce -0.3% | 1.12% | −0.24 |
| HOMB Home Bancshares Inc. | Reduce -24.5% | 0.60% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 1.33% | −0.17 |
| DVN Devon Energy Corp. | Reduce -12.0% | 0.46% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 2.71% | −0.10 |
| KEYS Keysight Technologies Inc. | Reduce -6.1% | 0.38% | −0.10 |
| IQV Iqvia Holdings Inc. | Reduce -6.9% | 0.30% | −0.10 |
| SFNC Simmons First Natl Corp. Class A | Reduce -19.7% | 0.19% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.65% | −0.08 |
| CP Canadian Pacific Kansas City | Reduce -1.2% | 0.44% | −0.08 |
| SHOP Shopify Inc. Class A | Reduce -43.3% | 0.07% | −0.08 |
| BTO John Hancock Financial Opp | Reduce -11.8% | 0.30% | −0.07 |
| PCAR Paccar Inc. | Reduce -20.3% | 0.12% | −0.07 |
| HD Home Depot Inc. | Reduce -11.3% | 0.22% | −0.07 |
| DE Deere & Co. | Reduce -26.3% | 0.12% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 1.75% | −0.06 |
| ALL Allstate Corp. | Reduce -0.1% | 0.46% | −0.06 |
| OZK Bank Ozk | Reduce -9.6% | 0.19% | −0.05 |
| UNIT Uniti Group LLC Com SHS | Reduce -12.7% | 0.04% | −0.05 |
| ETNB 89BIO Inc. | Reduce -1.7% | 0.09% | −0.05 |
| FIF First Trust Energy Infrastru | Sold out | 0.00% | −0.04 |
| CB Chubb Ltd. | Reduce -2.3% | 0.56% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -5.9% | 0.41% | −0.04 |
| MCD McDonald's Corp. | Reduce -34.4% | 0.05% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -4.1% | 0.76% | −0.04 |
| PSX Phillips 66 | Reduce -6.3% | 0.13% | −0.03 |
| STE Steris PLC | Reduce -7.2% | 0.21% | −0.03 |
| OHI Omega Healthcare Investors | Reduce -35.6% | 0.06% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -0.1% | 0.29% | −0.03 |
| CADE Cadence Bank | Reduce -2.6% | 0.31% | −0.03 |
| TSLA Tesla Inc. | Reduce -62.0% | 0.02% | −0.03 |
| PFE Pfizer Inc. | Reduce -8.6% | 0.21% | −0.03 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.9% | 0.50% | −0.02 |
| MMD Nylim Mackay Definedterm Mun | Reduce -12.7% | 0.14% | −0.02 |
| FEZ State Street SPDR Euro Stoxx | Reduce -33.3% | 0.04% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -31.2% | 0.04% | −0.02 |
| AMARIN CORP PLC | Reduce -95.4% | 0.00% | −0.02 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.02 |
| CVS CVS Health Corp. | Reduce -19.2% | 0.03% | −0.02 |
| HON Honeywell International Inc. | Reduce -17.0% | 0.10% | −0.02 |
| XGDVX Gabelli Dividend & Income TR | Reduce -5.6% | 0.17% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.45% | −0.02 |
| DLTR Dollar Tree Inc. | Reduce -44.1% | 0.01% | −0.02 |
| BA The Boeing Co. | Reduce -13.1% | 0.06% | −0.02 |
| FNX First Trust Mid Cap Core Alp | Reduce -33.4% | 0.03% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.02 |
| SDVY First Trust Smid Cap Rising | Reduce -44.5% | 0.02% | −0.02 |
| EMR Emerson Electric Co. | Reduce -31.8% | 0.03% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.2% | 0.08% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XOM Exxon Mobil Corp. | Add +68.4% | 1.05% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 1.20% | +0.21 |
| LLY Eli Lilly & Co. | Add +21.8% | 0.40% | +0.11 |
| IYW iShares Ustechnology ETF | Add +0.2% | 1.26% | +0.09 |
| ORCL Oracle Corp. | Add +0.0% | 1.04% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 1.41% | +0.07 |
| CMG Chipotle Mexican Grill Inc. | Add +200.0% | 0.10% | +0.06 |
| IRDM Iridium Communications Inc. | Add +27.7% | 0.29% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +82.2% | 0.12% | +0.06 |
| LRCX Lam Research Corp. | Add +0.2% | 0.93% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +572.2% | 0.06% | +0.05 |
| ORLY O'reilly Automotive Inc. | Add +65.6% | 0.14% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 0.68% | +0.04 |
| EIPI FT Energy Income ETF | New | 0.04% | +0.04 |
| CL Colgate-Palmolive Co. | Add +297.1% | 0.05% | +0.04 |
| PAYC Paycom Software Inc. | New | 0.04% | +0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +66.2% | 0.09% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +48.6% | 0.11% | +0.04 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.03% | +0.03 |
| ISCG iShares Morningstar Small-Ca | New | 0.03% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.03% | +0.03 |
| XLK SS Technology Select Sector | Add +0.0% | 0.53% | +0.03 |
| NVDL Granitesh 2X LNG Nvda ETF | New | 0.02% | +0.02 |
| ITW Illinois Tool Works | Add +65.7% | 0.08% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.9% | 1.88% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.7% | 0.27% | +0.02 |
| GLD SPDR Gold Shares | Add +14.7% | 0.17% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +0.5% | 0.29% | +0.02 |
| AR Antero Resources Corp. | Add +0.9% | 0.24% | +0.02 |
| SBUX Starbucks Corp. | New | 0.02% | +0.02 |
| SGI Somnigroup International Inc. | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | Add +74.1% | 0.05% | +0.02 |
| BE Bloom Energy Corp. Class A | New | 0.02% | +0.02 |
| LNG Cheniere Energy Inc. | Add +3425.0% | 0.02% | +0.02 |
| BAB Invesco Taxable Municipal Bo | Add +35.1% | 0.07% | +0.02 |
| FLYW Flywire Corp.-Voting | Add +104.3% | 0.07% | +0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +65.5% | 0.04% | +0.01 |
| WDAY Workday Inc. Class A | New | 0.01% | +0.01 |
| PR Permian Resources Corp. Class A | New | 0.01% | +0.01 |
| CSL Carlisle Cos Inc. | New | 0.01% | +0.01 |
| BLK BlackRock Finance Inc. | Add +28.7% | 0.08% | +0.01 |
| CCL Carnival Corp. | New | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 0.54% | +0.01 |
| FMAR FT Vest US Equity Buffer ETF | New | 0.01% | +0.01 |
| MNDY Monday.com Ltd. | Add +72.9% | 0.02% | +0.01 |
| IGEB iShares Investment Grade SYS | New | 0.01% | +0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +73.8% | 0.02% | +0.01 |
| MPWR Monolithic Power Systems Inc. | Add +0.6% | 0.05% | +0.01 |
| AFL Aflac Inc. | Add +0.1% | 1.05% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 35 | $42Kbefore exit |
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 |