Gilliland Jeter Wealth Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Gilliland Jeter Wealth Management LLC reported 173 stock positions worth $296.3 million. Its top holding was Apple (AAPL) at 10.6% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Walmart (WMT, 3.8%). Compared with Q3 2024, it sold out of 491, added to 73 and reduced 65. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale an exit from Lam Research (LRCX).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0002009886
Portfolio Value
$296.3M (Q4 2024)
SEC Filing
0002009886-25-000001 ↗ filed Jan 28, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $287.1M Q1 2024 Q2 2024: $296.9M Q2 2024 Q3 2024: $309.5M Q3 2024 Q4 2024: $296.3M $296.3M Q4 2024 Q1 2025: $282.9M Q1 2025 Q2 2025: $307.1M Q2 2025 Q3 2025: $324.0M Q3 2025 Q4 2025: $330.8M Q4 2025 Q1 2026: $337.6M Q1 2026 Q2 2026: $381.7M Q2 2026

Holdings 173 stocks · $296.3M
AAPL Apple Inc. 10.59% 125,309 $31.4M Reduce -1.3%
NVDA Nvidia Corp. 6.89% 151,971 $20.4M Add +3.0%
WMT Walmart Inc. 3.77% 123,547 $11.2M Reduce -0.2%
IWF iShares Russell 1000 Growth 3.51% 25,912 $10.4M Add +0.0%
AMZN Amazon.com Inc. 3.43% 46,297 $10.2M Reduce -0.6%
MSFT Microsoft Corp. 3.28% 23,088 $9.7M Reduce -0.1%
VIG Vanguard Dividend Apprec ETF 3.07% 46,489 $9.1M Add +1.5%
T AT&T Inc. 2.16% 280,636 $6.4M Reduce -0.1%
META Meta Platforms Inc. Class A 2.12% 10,730 $6.3M Reduce -3.2%
JPM JPMorgan Chase & Co. 2.05% 25,324 $6.1M Add +0.3%
CAT Caterpillar Inc. 1.61% 13,154 $4.8M Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 1.57% 11,319 $4.6M Add +1.3%
CRM Salesforce Inc. 1.41% 12,463 $4.2M Reduce -2.7%
IYW iShares Ustechnology ETF 1.30% 24,086 $3.8M Reduce -1.1%
MSI Motorola Solutions Inc. 1.25% 7,992 $3.7M Reduce -0.6%
CVX Chevron Corp. 1.24% 25,390 $3.7M Reduce -2.7%
GOOG Alphabet Inc. Class C 1.23% 19,192 $3.7M Reduce -1.3%
ORCL Oracle Corp. 1.23% 21,878 $3.6M Reduce -0.0%
BSX Boston Scientific Corp. 1.22% 40,576 $3.6M Reduce -2.2%
AFL Aflac Inc. 1.21% 34,773 $3.6M Reduce -0.1%
MPC Marathon Petroleum Corp. 1.21% 25,709 $3.6M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 1.21% 7,906 $3.6M Reduce -0.7%
V Visa Inc. Class A 1.21% 11,315 $3.6M Add +0.1%
AVGO Broadcom Inc. 1.08% 13,822 $3.2M Add +0.6%
MRK Merck & Co. Inc. 1.00% 29,932 $3.0M Reduce -5.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.97% 65,681 $2.9M Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.93% 4,678 $2.8M Add +17.9%
DTE DTE Energy Company 0.91% 22,425 $2.7M No change
XOM Exxon Mobil Corp. 0.89% 24,537 $2.6M Reduce -0.2%
ISRG Intuitive Surgical Inc. 0.88% 5,020 $2.6M Reduce -0.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.88% 15,402 $2.6M No change
COP Conocophillips 0.80% 24,035 $2.4M Add +7.3%
IWD iShares Russell 1000 Value E 0.80% 12,871 $2.4M Reduce -0.6%
INSP Inspire Medical Systems Inc. 0.80% 12,723 $2.4M Reduce -0.8%
JCI Johnson Controls Internation 0.78% 29,259 $2.3M Reduce -2.1%
GOOGL Alphabet Inc. Class A 0.76% 11,847 $2.2M Add +0.0%
UNH Unitedhealth Group Inc. 0.74% 4,319 $2.2M Reduce -1.7%
WMB Williams Cos Inc. 0.73% 39,873 $2.2M Reduce -0.3%
JNJ Johnson & Johnson 0.62% 12,771 $1.8M Reduce -2.1%
CB Chubb Ltd. 0.62% 6,635 $1.8M Reduce -1.5%
BP BP PLC-Spons ADR 0.60% 60,226 $1.8M Reduce -3.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.60% 3,010 $1.8M Add +1.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.59% 5,073 $1.7M Add +0.1%
ALL Allstate Corp. 0.55% 8,447 $1.6M Reduce -1.4%
XLK SS Technology Select Sector 0.55% 6,991 $1.6M No change
UNP Union Pacific Corp. 0.53% 6,929 $1.6M Reduce -0.0%
PM Philip Morris International 0.53% 13,113 $1.6M Reduce -8.7%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.50% 79,132 $1.5M Reduce -2.4%
AEP American Electric Power 0.48% 15,348 $1.4M No change
PG The Procter & Gamble Co. 0.47% 8,245 $1.4M Add +1.7%
PANW Palo Alto Networks Inc. 0.44% 7,098 $1.3M No change
BTO John Hancock Financial Opp 0.41% 34,276 $1.2M Reduce -0.8%
XLI SS Industrial Select Sector 0.41% 9,224 $1.2M Add +0.0%
SPGI S&P Global Inc. 0.41% 2,426 $1.2M Reduce -1.3%
SKYY First Trust Cloud Computing 0.40% 9,918 $1.2M No change
WCN Waste Connections Inc. 0.38% 6,530 $1.1M No change
DTM DT Midstream Inc. 0.38% 11,212 $1.1M No change
CADE Cadence Bank 0.38% 32,249 $1.1M Reduce -0.8%
COST Costco Wholesale Corp. 0.37% 1,195 $1.1M Add +0.3%
BX Blackstone Inc. 0.36% 6,210 $1.1M Reduce -0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.36% 8,771 $1.1M Add +0.2%
JBHT Hunt (jb) Transprt SVCS Inc. 0.35% 6,032 $1.0M Add +0.0%
KEYS Keysight Technologies Inc. 0.34% 6,364 $1.0M Reduce -6.8%
QQQ Invesco QQQ Trust Series 1 0.34% 1,973 $1.0M Add +10.8%
CP Canadian Pacific Kansas City 0.34% 13,913 $1.0M Reduce -16.3%
IRDM Iridium Communications Inc. 0.34% 34,322 $996K No change
HBAN Huntington Bancshares Inc. 0.33% 59,620 $970K Reduce -3.4%
STIP iShares 0-5 Year Tips Bond E 0.33% 9,632 $969K Reduce -14.3%
VZ Verizon Communications Inc. 0.33% 24,216 $968K Reduce -0.1%
LLY Eli Lilly & Co. 0.32% 1,224 $945K Reduce -7.6%
NOW ServiceNow Inc. 0.30% 837 $887K Add +0.2%
FTCS First Trust Capital Strength 0.30% 9,981 $876K Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.29% 3,970 $873K Add +0.1%
FV First Trust DW Focus 5 Fund 0.29% 14,694 $868K Add +0.1%
ALE Allete Inc. 0.29% 13,096 $849K No change
IQV Iqvia Holdings Inc. 0.28% 4,193 $824K Add +0.0%
RPM RPM International Inc. 0.28% 6,644 $818K Add +0.4%
PGR Progressive Corp. 0.27% 3,299 $791K Reduce -0.6%
AR Antero Resources Corp. 0.26% 22,245 $780K No change
AMT American Tower Corp. 0.26% 4,210 $772K Add +0.1%
MA Mastercard Inc. Class A 0.26% 1,459 $768K No change
VTI VG Morningstar TS MKT ETF-US 0.26% 2,646 $767K Reduce -0.4%
DVN Devon Energy Corp. 0.26% 23,397 $766K Reduce -16.1%
HOMB Home Bancshares Inc. 0.26% 27,012 $764K Reduce -41.0%
HAL Halliburton Co. 0.26% 28,037 $762K Add +34.2%
MO Altria Group Inc. 0.26% 14,482 $757K Add +0.3%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.25% 2,637 $739K Add +6.4%
SFNC Simmons First Natl Corp. Class A 0.24% 32,004 $710K Add +0.1%
IWM iShares Russell 2000 ETF 0.22% 3,015 $666K No change
NVS Novartis AG-Sponsored ADR 0.22% 6,619 $644K Add +8.5%
THC Tenet Healthcare Corp. 0.21% 4,932 $623K No change
ICE Intercontinental Exchange Inc. 0.21% 4,137 $617K Reduce -1.8%
ABT Abbott Laboratories 0.21% 5,412 $612K Add +7.4%
SNOW Snowflake Inc. 0.20% 3,917 $605K Add +4.2%
XLV SS Health Care Select Sector 0.20% 4,374 $602K Add +4.2%
XGDVX Gabelli Dividend & Income TR 0.20% 24,783 $599K Add +1.0%
CCI Crown Castle Inc. 0.19% 6,342 $576K Reduce -6.1%
QUAL iShares MSCI USA Quality Fac 0.19% 3,219 $573K Add +31.7%
IVW iShares S&P 500 Growth ETF 0.19% 5,642 $573K Add +28.6%
GLD SPDR Gold Shares 0.19% 2,347 $568K No change
NSC Norfolk Southern Corp. 0.19% 2,403 $564K Reduce -1.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.19% 10,899 $559K Add +46.4%
OZK Bank Ozk 0.19% 12,471 $555K Add +0.3%
MU Micron Technology Inc. 0.19% 6,584 $554K Add +0.2%
ACV Virtus Divers Inc. & Convert 0.18% 24,553 $539K Reduce -1.9%
STE Steris PLC 0.18% 2,608 $536K Reduce -8.6%
HD Home Depot Inc. 0.18% 1,369 $532K Add +0.3%
UPS United Parcel Service Class B 0.18% 4,183 $527K Add +0.2%
PFE Pfizer Inc. 0.18% 19,690 $522K Reduce -19.4%
ISCG iShares Morningstar Small-Ca 0.17% 9,978 $494K Add +7.8%
ORLY O'reilly Automotive Inc. 0.16% 399 $473K No change
DAL Delta Air Lines Inc. 0.16% 7,759 $469K No change
EFV iShares MSCI Eafe Value ETF 0.15% 8,515 $447K Add +40.0%
MKL Markel Group Inc. 0.15% 253 $437K No change
CI The Cigna Group 0.15% 1,579 $436K Add +0.1%
LULU Lululemon Athletica Inc. 0.14% 1,112 $425K Reduce -15.8%
MDLZ Mondelez International Inc. Class A 0.14% 7,105 $424K Reduce -12.3%
PEG Public Service Enterprise GP 0.14% 5,001 $423K No change
CCD Calamos DYN Convert & Inc. 0.14% 17,037 $414K Reduce -4.8%
DRI Darden Restaurants Inc. 0.14% 2,203 $411K Reduce -4.2%
DE Deere & Co. 0.13% 937 $397K Add +0.3%
CROX Crocs Inc. 0.13% 3,615 $396K Reduce -12.2%
COF Capital One Financial Corp. 0.13% 2,169 $387K Add +0.3%
FANG Diamondback Energy Inc. 0.13% 2,296 $376K Reduce -0.7%
EHC Encompass Health Corp. 0.13% 4,039 $373K Add +0.0%
TT Trane Technologies PLC 0.13% 1,008 $372K Add +0.1%
ADI Analog Devices Inc. 0.13% 1,744 $371K No change
FIS Fidelity National Info Serv 0.13% 4,585 $370K Add +0.2%
EEM iShares MSCI Emerging Market 0.12% 8,702 $364K Add +2.7%
AMGN Amgen Inc. 0.12% 1,375 $358K Add +0.2%
IWB iShares Russell 1000 ETF 0.12% 1,104 $356K No change
FISV Fiserv Inc. 0.11% 1,590 $327K Add +1.2%
WFC Wells Fargo & Co. 0.11% 4,636 $326K Reduce -2.4%
VONG Vanguard Russell 1000 Growth 0.11% 3,112 $321K Add +0.1%
SHOP Shopify Inc. Class A 0.11% 3,005 $320K Add +0.3%
NXPI NXP Semiconductors NV 0.11% 1,532 $318K Add +0.1%
ETNB 89BIO Inc. 0.10% 39,439 $308K Reduce -14.6%
MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI 0.10% 20,552 $307K Reduce -18.8%
EQAL Invesco Russell 1000 Equal W 0.10% 6,323 $305K Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,536 $304K No change
ORI Old Republic Intl Corp. 0.10% 8,319 $301K No change
IVE iShares S&P 500 Value ETF 0.10% 1,556 $297K Add +41.2%
LIN Linde PLC 0.10% 689 $289K No change
CMG Chipotle Mexican Grill Inc. 0.09% 4,650 $280K No change
ABBV Abbvie Inc. 0.09% 1,570 $279K Add +30.4%
RF Regions Financial Corp. 0.09% 11,603 $273K Add +0.1%
XLB SS Materials Select Sector 0.09% 3,193 $269K No change
MDT Medtronic PLC 0.09% 3,357 $268K Reduce -0.4%
PSX Phillips 66 0.09% 2,318 $264K Reduce -12.6%
ITW Illinois Tool Works 0.09% 1,031 $261K Add +0.3%
GE General Electric filed as GE AEROSPACE 0.09% 1,540 $257K Add +0.1%
DIVO Amplify CWP Enhan Divid ETF 0.09% 6,310 $255K Add +0.3%
MUSA Murphy USA Inc. 0.08% 499 $250K No change
SRLN SS Blackstone Sr Loan ETF 0.08% 5,776 $241K Add +1.1%
AXP American Express Co. 0.08% 799 $237K Add +0.4%
HON Honeywell International Inc. 0.08% 1,040 $235K No change
CGO Calamos Global Total Return 0.08% 20,576 $234K No change
VOO Vanguard S&P 500 ETF 0.08% 424 $228K Add +241.9%
CLX Clorox Company 0.08% 1,400 $227K No change
ETR Entergy Corp. 0.07% 2,821 $214K Add +73.9%
QCOM Qualcomm Inc. 0.07% 1,386 $213K Add +0.4%
FVD First Trust Value Line DVD 0.07% 4,866 $212K Add +0.1%
HP Helmerich & Payne 0.07% 6,600 $211K Reduce -2.9%
GS Goldman Sachs Group Inc. 0.07% 365 $209K Add +0.6%
EMXC iShares MSCI Emr MRK Ex Chna 0.07% 3,647 $202K Add +34.8%
DFS Discover Financial Services 0.07% 1,164 $202K No change
BAB Invesco Taxable Municipal Bo 0.07% 7,682 $201K No change
SOFI Sofi Technologies Inc. 0.06% 11,500 $177K Add +91.7%
UNIT Uniti Group LLC Com SHS 0.05% 27,172 $149K Reduce -24.9%
PMM Franklin Managed Municipal I 0.02% 12,014 $72K Add +0.7%
NCZ Virtus Convertible & Inc. FD 0.02% 14,871 $47K No change
NCV Virtus Convertible & Income 0.01% 12,329 $43K No change
SLI Standard Lithium Ltd. 0.01% 12,384 $18K No change

Portfolio Sells Q3 2024 → Q4 2024
LRCX Lam Research Corp. Sold out 0.00% −0.68
MRK Merck & Co. Inc. Reduce -5.2% 1.00% −0.15
HOMB Home Bancshares Inc. Reduce -41.0% 0.26% −0.14
BLK BlackRock Finance Inc. Sold out 0.00% −0.13
SO The Southern Co. Sold out 0.00% −0.13
CP Canadian Pacific Kansas City Reduce -16.3% 0.34% −0.12
DVN Devon Energy Corp. Reduce -16.1% 0.26% −0.09
UNH Unitedhealth Group Inc. Reduce -1.7% 0.74% −0.09
FCX Freeport-McMoran Inc. Sold out 0.00% −0.08
INSP Inspire Medical Systems Inc. Reduce -0.8% 0.80% −0.08
GTO Invesco Total Return Bond Et Sold out 0.00% −0.07
VTR Ventas Inc. Sold out 0.00% −0.07
OHI Omega Healthcare Investors Sold out 0.00% −0.07
CCI Crown Castle Inc. Reduce -6.1% 0.19% −0.06
TTE Totalenergies SE -Spon ADR Sold out 0.00% −0.06
INTC Intel Corp. Sold out 0.00% −0.06
LLY Eli Lilly & Co. Reduce -7.6% 0.32% −0.06
JNJ Johnson & Johnson Reduce -2.1% 0.62% −0.06
CROX Crocs Inc. Reduce -12.2% 0.13% −0.06
INTU Intuit Inc. Sold out 0.00% −0.06
MRO Marathon Oil Corp. Sold out 0.00% −0.06
NEE Nextera Energy Inc. Sold out 0.00% −0.06
IIIV I3 Verticals Inc. Class A Sold out 0.00% −0.06
MCD McDonald's Corp. Sold out 0.00% −0.06
PDI PIMCO Dynamic Income Fund Sold out 0.00% −0.06
MUR Murphy Oil Corp. Sold out 0.00% −0.06
CL Colgate-Palmolive Co. Sold out 0.00% −0.06
PCAR Paccar Inc. Sold out 0.00% −0.05
MPWR Monolithic Power Systems Inc. Sold out 0.00% −0.05
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.05
FYT First Trust Small Cap Val Sold out 0.00% −0.05
CAT Caterpillar Inc. Reduce -0.1% 1.61% −0.05
PFE Pfizer Inc. Reduce -19.4% 0.18% −0.05
FTSM First Trust Enh Short Mat FD Sold out 0.00% −0.05
MDLZ Mondelez International Inc. Class A Reduce -12.3% 0.14% −0.05
KO The Coca-Cola Co. Sold out 0.00% −0.05
NVDL Granitesh 2X LNG Nvda ETF Sold out 0.00% −0.05
DIS The Walt Disney Co. Sold out 0.00% −0.05
EPD Enterprise Products Partners Sold out 0.00% −0.04
ETN Eaton Corp. PLC Sold out 0.00% −0.04
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.04
PAYC Paycom Software Inc. Sold out 0.00% −0.04
ABNB Airbnb Inc. Class A Sold out 0.00% −0.04
WTW Willis Towers Watson PLC Sold out 0.00% −0.04
AFL Aflac Inc. Reduce -0.1% 1.21% −0.04
CSCO Cisco Systems Inc. Sold out 0.00% −0.04
STE Steris PLC Reduce -8.6% 0.18% −0.04
ADBE Adobe Inc. Sold out 0.00% −0.04
EIPI FT Energy Income ETF Sold out 0.00% −0.04
PH Parker Hannifin Corp. Sold out 0.00% −0.04

Portfolio Buys Q3 2024 → Q4 2024
NVDA Nvidia Corp. Add +3.0% 6.89% +1.10
IWF iShares Russell 1000 Growth Add +0.0% 3.51% +0.37
JPM JPMorgan Chase & Co. Add +0.3% 2.05% +0.33
AVGO Broadcom Inc. Add +0.6% 1.08% +0.32
V Visa Inc. Class A Add +0.1% 1.21% +0.20
IVV iShares Core S&P 500 ETF Add +17.9% 0.93% +0.19
VUG Vanguard Mrngstar GR ETF-Sui Add +1.3% 1.57% +0.18
VIG Vanguard Dividend Apprec ETF Add +1.5% 3.07% +0.14
GOOGL Alphabet Inc. Class A Add +0.0% 0.76% +0.12
DYNF Ishrs US E F R A ETF-Usd Inc. Add +46.4% 0.19% +0.07
SNOW Snowflake Inc. Add +4.2% 0.20% +0.06
HAL Halliburton Co. Add +34.2% 0.26% +0.06
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.1% 0.59% +0.06
QQQ Invesco QQQ Trust Series 1 Add +10.8% 0.34% +0.06
NOW ServiceNow Inc. Add +0.2% 0.30% +0.06
IVW iShares S&P 500 Growth ETF Add +28.6% 0.19% +0.06
VOO Vanguard S&P 500 ETF Add +241.9% 0.08% +0.06
QUAL iShares MSCI USA Quality Fac Add +31.7% 0.19% +0.05
SOFI Sofi Technologies Inc. Add +91.7% 0.06% +0.04
COP Conocophillips Add +7.3% 0.80% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 0.60% +0.04
EFV iShares MSCI Eafe Value ETF Add +40.0% 0.15% +0.04
ETR Entergy Corp. Add +73.9% 0.07% +0.04
VBK Van Morst SML-Cap Gro-Usd Inc. Add +6.4% 0.25% +0.04
SHOP Shopify Inc. Class A Add +0.3% 0.11% +0.03
IVE iShares S&P 500 Value ETF Add +41.2% 0.10% +0.03
COST Costco Wholesale Corp. Add +0.3% 0.37% +0.03
COF Capital One Financial Corp. Add +0.3% 0.13% +0.03
TJX TJX Companies Inc. Add +0.2% 0.36% +0.03
ABT Abbott Laboratories Add +7.4% 0.21% +0.02
ISCG iShares Morningstar Small-Ca Add +7.8% 0.17% +0.02
FISV Fiserv Inc. Add +1.2% 0.11% +0.02
ABBV Abbvie Inc. Add +30.4% 0.09% +0.02
MO Altria Group Inc. Add +0.3% 0.26% +0.02
RPM RPM International Inc. Add +0.4% 0.28% +0.02
SFNC Simmons First Natl Corp. Class A Add +0.1% 0.24% +0.02
FV First Trust DW Focus 5 Fund Add +0.1% 0.29% +0.02
OZK Bank Ozk Add +0.3% 0.19% +0.01
EMXC iShares MSCI Emr MRK Ex Chna Add +34.8% 0.07% +0.01
PG The Procter & Gamble Co. Add +1.7% 0.47% +0.01
GS Goldman Sachs Group Inc. Add +0.6% 0.07% +0.01
JBHT Hunt (jb) Transprt SVCS Inc. Add +0.0% 0.35% +0.01
VONG Vanguard Russell 1000 Growth Add +0.1% 0.11% +0.01
IBM Intl Business Machines Corp. Add +0.1% 0.29% +0.01
AXP American Express Co. Add +0.4% 0.08% +0.01
XGDVX Gabelli Dividend & Income TR Add +1.0% 0.20% +0.01
DE Deere & Co. Add +0.3% 0.13% +0.01
XLI SS Industrial Select Sector Add +0.0% 0.41% +0.01
RF Regions Financial Corp. Add +0.1% 0.09% +0.00
SRLN SS Blackstone Sr Loan ETF Add +1.1% 0.08% +0.00

Notes & Other Activity Q3 2024 → Q4 2024
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 Sold out 1 $8before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 195$381.7MAAPL, NVDA, WMT, CAT, IWF
Q1 2026 184$337.6MAAPL, NVDA, WMT, IWF, VIG
Q4 2025 174$330.8MAAPL, NVDA, WMT, IWF, AMZN
Q3 2025 172$324.0MAAPL, NVDA, WMT, IWF, MSFT
Q2 2025 178$307.1MNVDA, AAPL, WMT, IWF, MSFT
Q1 2025 176$282.9MAAPL, NVDA, WMT, IWF, VIG
Q4 2024 173$296.3MAAPL, NVDA, WMT, IWF, AMZN
Q3 2024Amended 664$309.5MAAPL, NVDA, WMT, MSFT, IWF
Q2 2024 686$296.9MAAPL, NVDA, MSFT, AMZN, IWF
Q1 2024 631$287.1MAAPL, NVDA, MSFT, AMZN, IWF