Gilliland Jeter Wealth Management LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Gilliland Jeter Wealth Management LLC reported 176 stock positions worth $282.9 million. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Nvidia (NVDA, 6.0%) and Walmart (WMT, 3.8%). Compared with Q4 2024, it opened 9 new positions, sold out of 6, added to 66 and reduced 72. The biggest buy was AT&T (T, shares +3%) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0002009886
Portfolio Value
$282.9M (Q1 2025)
SEC Filing
0002009886-25-000004 ↗ filed Apr 30, 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 Q4 2024 Q1 2025: $282.9M $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 176 stocks · $282.9M
AAPL Apple Inc. 9.49% 120,834 $26.8M Reduce -3.6%
NVDA Nvidia Corp. 6.02% 157,085 $17.0M Add +3.4%
WMT Walmart Inc. 3.77% 121,622 $10.7M Reduce -1.6%
IWF iShares Russell 1000 Growth 3.35% 26,257 $9.5M Add +1.3%
VIG Vanguard Dividend Apprec ETF 3.13% 45,633 $8.9M Reduce -1.8%
AMZN Amazon.com Inc. 3.08% 45,832 $8.7M Reduce -1.0%
T AT&T Inc. 2.90% 289,708 $8.2M Add +3.2%
MSFT Microsoft Corp. 2.83% 21,289 $8.0M Reduce -7.8%
META Meta Platforms Inc. Class A 2.16% 10,602 $6.1M Reduce -1.2%
JPM JPMorgan Chase & Co. 2.15% 24,793 $6.1M Reduce -2.1%
CVX Chevron Corp. 1.50% 25,405 $4.2M Add +0.1%
CAT Caterpillar Inc. 1.49% 12,779 $4.2M Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 1.49% 7,906 $4.2M No change
VUG Vanguard Mrngstar GR ETF-Sui 1.49% 11,347 $4.2M Add +0.3%
BSX Boston Scientific Corp. 1.41% 39,481 $4.0M Reduce -2.7%
V Visa Inc. Class A 1.37% 11,031 $3.9M Reduce -2.5%
AFL Aflac Inc. 1.35% 34,340 $3.8M Reduce -1.3%
MPC Marathon Petroleum Corp. 1.22% 23,653 $3.4M Reduce -8.0%
CRM Salesforce Inc. 1.17% 12,283 $3.3M Reduce -1.4%
MSI Motorola Solutions Inc. 1.12% 7,209 $3.2M Reduce -9.8%
IYW iShares Ustechnology ETF 1.10% 22,186 $3.1M Reduce -7.9%
DTE DTE Energy Company 1.10% 22,425 $3.1M No change
ORCL Oracle Corp. 1.06% 21,368 $3.0M Reduce -2.3%
XOM Exxon Mobil Corp. 1.02% 24,321 $2.9M Reduce -0.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.97% 65,763 $2.7M Add +0.1%
IVV iShares Core S&P 500 ETF 0.95% 4,805 $2.7M Add +2.7%
GOOG Alphabet Inc. Class C 0.95% 17,199 $2.7M Reduce -10.4%
VTV Vanguard Mrngstr Val ETF-Aui 0.94% 15,402 $2.7M No change
MRK Merck & Co. Inc. 0.90% 28,294 $2.5M Reduce -5.5%
COP Conocophillips 0.89% 24,043 $2.5M Add +0.0%
IWD iShares Russell 1000 Value E 0.88% 13,258 $2.5M Add +3.0%
ISRG Intuitive Surgical Inc. 0.87% 4,970 $2.5M Reduce -1.0%
WMB Williams Cos Inc. 0.83% 39,197 $2.3M Reduce -1.7%
JCI Johnson Controls Internation 0.76% 27,002 $2.2M Reduce -7.7%
JNJ Johnson & Johnson 0.76% 12,931 $2.1M Add +1.3%
UNH Unitedhealth Group Inc. 0.73% 3,944 $2.1M Reduce -8.7%
AVGO Broadcom Inc. 0.73% 12,314 $2.1M Reduce -10.9%
BP BP PLC-Spons ADR 0.72% 60,527 $2.0M Add +0.5%
PM Philip Morris International 0.72% 12,848 $2.0M Reduce -2.0%
INSP Inspire Medical Systems Inc. 0.72% 12,708 $2.0M Reduce -0.1%
CB Chubb Ltd. 0.71% 6,617 $2.0M Reduce -0.3%
LRCX Lam Research Corp. 0.68% 26,355 $1.9M New
GOOGL Alphabet Inc. Class A 0.65% 11,851 $1.8M Add +0.0%
ALL Allstate Corp. 0.62% 8,430 $1.7M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.60% 3,056 $1.7M Add +1.5%
AEP American Electric Power 0.59% 15,348 $1.7M No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.55% 5,079 $1.6M Add +0.1%
UNP Union Pacific Corp. 0.54% 6,411 $1.5M Reduce -7.5%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.52% 78,693 $1.5M Reduce -0.6%
XLK SS Technology Select Sector 0.52% 7,076 $1.5M Add +1.2%
PG The Procter & Gamble Co. 0.49% 8,171 $1.4M Reduce -0.9%
WCN Waste Connections Inc. 0.44% 6,318 $1.2M Reduce -3.3%
BTO John Hancock Financial Opp 0.44% 36,121 $1.2M Add +5.4%
XLI SS Industrial Select Sector 0.42% 9,026 $1.2M Reduce -2.1%
COST Costco Wholesale Corp. 0.40% 1,196 $1.1M Add +0.1%
PANW Palo Alto Networks Inc. 0.39% 6,486 $1.1M Reduce -8.6%
SPGI S&P Global Inc. 0.39% 2,148 $1.1M Reduce -11.5%
DTM DT Midstream Inc. 0.38% 11,212 $1.1M No change
VZ Verizon Communications Inc. 0.38% 23,735 $1.1M Reduce -2.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.38% 8,784 $1.1M Add +0.1%
CADE Cadence Bank 0.37% 34,516 $1.0M Add +7.0%
SKYY First Trust Cloud Computing 0.36% 9,918 $1.0M No change
LLY Eli Lilly & Co. 0.36% 1,224 $1.0M No change
STIP iShares 0-5 Year Tips Bond E 0.35% 9,633 $997K Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 3,964 $986K Reduce -0.1%
CP Canadian Pacific Kansas City 0.35% 13,914 $977K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.33% 2,020 $947K Add +2.4%
DVN Devon Energy Corp. 0.33% 25,157 $941K Add +7.5%
IRDM Iridium Communications Inc. 0.33% 34,311 $937K Reduce -0.0%
PGR Progressive Corp. 0.33% 3,280 $928K Reduce -0.6%
HBAN Huntington Bancshares Inc. 0.33% 61,423 $922K Add +3.0%
AMT American Tower Corp. 0.32% 4,160 $905K Reduce -1.2%
AR Antero Resources Corp. 0.32% 22,245 $900K No change
KEYS Keysight Technologies Inc. 0.31% 5,857 $877K Reduce -8.0%
JBHT Hunt (jb) Transprt SVCS Inc. 0.31% 5,909 $874K Reduce -2.0%
MO Altria Group Inc. 0.31% 14,519 $871K Add +0.3%
ALE Allete Inc. 0.30% 13,096 $860K No change
FV First Trust DW Focus 5 Fund 0.29% 14,710 $807K Add +0.1%
HOMB Home Bancshares Inc. 0.28% 28,237 $798K Add +4.5%
MA Mastercard Inc. Class A 0.28% 1,442 $790K Reduce -1.2%
CCI Crown Castle Inc. 0.28% 7,576 $790K Add +19.5%
NVS Novartis AG-Sponsored ADR 0.28% 6,981 $778K Add +5.5%
RPM RPM International Inc. 0.27% 6,636 $768K Reduce -0.1%
FTCS First Trust Capital Strength 0.27% 8,513 $763K Reduce -14.7%
BX Blackstone Inc. 0.26% 5,313 $743K Reduce -14.4%
VTI VG Morningstar TS MKT ETF-US 0.26% 2,632 $723K Reduce -0.5%
ABT Abbott Laboratories 0.25% 5,387 $715K Reduce -0.5%
ICE Intercontinental Exchange Inc. 0.25% 4,060 $700K Reduce -1.9%
NOW ServiceNow Inc. 0.24% 867 $690K Add +3.6%
IQV Iqvia Holdings Inc. 0.24% 3,865 $681K Reduce -7.8%
HAL Halliburton Co. 0.24% 26,255 $666K Reduce -6.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.23% 2,639 $665K Add +0.1%
THC Tenet Healthcare Corp. 0.23% 4,932 $663K No change
XLV SS Health Care Select Sector 0.23% 4,451 $650K Add +1.8%
GLD SPDR Gold Shares 0.22% 2,197 $633K Reduce -6.4%
IWM iShares Russell 2000 ETF 0.22% 3,113 $621K Add +3.3%
QUAL iShares MSCI USA Quality Fac 0.22% 3,632 $621K Add +12.8%
XGDVX Gabelli Dividend & Income TR 0.21% 25,082 $605K Add +1.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.21% 11,990 $585K Add +10.0%
IVW iShares S&P 500 Growth ETF 0.21% 6,253 $580K Add +10.8%
SNOW Snowflake Inc. 0.20% 3,938 $576K Add +0.5%
NSC Norfolk Southern Corp. 0.19% 2,297 $544K Reduce -4.4%
OZK Bank Ozk 0.19% 12,510 $544K Add +0.3%
CI The Cigna Group 0.18% 1,580 $520K Add +0.1%
HD Home Depot Inc. 0.18% 1,372 $503K Add +0.2%
ACV Virtus Divers Inc. & Convert 0.17% 24,581 $492K Add +0.1%
MDLZ Mondelez International Inc. Class A 0.17% 7,065 $479K Reduce -0.6%
PFE Pfizer Inc. 0.17% 18,442 $467K Reduce -6.3%
DRI Darden Restaurants Inc. 0.16% 2,204 $458K Add +0.1%
ISCG iShares Morningstar Small-Ca 0.16% 10,100 $455K Add +1.2%
DE Deere & Co. 0.16% 944 $443K Add +0.8%
AMGN Amgen Inc. 0.15% 1,358 $423K Reduce -1.2%
UPS United Parcel Service Class B 0.15% 3,829 $421K Reduce -8.5%
IVE iShares S&P 500 Value ETF 0.15% 2,184 $416K Add +40.4%
PEG Public Service Enterprise GP 0.15% 5,001 $412K No change
BLK BlackRock Inc. 0.14% 431 $408K New
MKL Markel Group Inc. 0.14% 216 $404K Reduce -14.6%
EHC Encompass Health Corp. 0.14% 3,956 $401K Reduce -2.0%
TSLA Tesla Inc. 0.14% 1,544 $400K New
COF Capital One Financial Corp. 0.14% 2,175 $390K Add +0.3%
EEM iShares MSCI Emerging Market 0.14% 8,910 $389K Add +2.4%
FANG Diamondback Energy Inc. 0.13% 2,310 $369K Add +0.6%
CCD Calamos DYN Convert & Inc. 0.13% 17,037 $363K No change
IWB iShares Russell 1000 ETF 0.13% 1,174 $360K Add +6.3%
ETNB 89BIO Inc. 0.13% 48,879 $355K Add +23.9%
FISV Fiserv Inc. 0.12% 1,598 $353K Add +0.5%
CROX Crocs Inc. 0.12% 3,315 $352K Reduce -8.3%
ADI Analog Devices Inc. 0.12% 1,744 $352K No change
FIS Fidelity National Info Serv 0.12% 4,596 $343K Add +0.2%
STE Steris PLC 0.12% 1,506 $341K Reduce -42.3%
TT Trane Technologies PLC 0.12% 1,008 $340K No change
DAL Delta Air Lines Inc. 0.12% 7,760 $338K Add +0.0%
MU Micron Technology Inc. 0.12% 3,843 $334K Reduce -41.6%
WFC Wells Fargo & Co. 0.12% 4,636 $333K No change
ABBV Abbvie Inc. 0.12% 1,570 $329K No change
ORI Old Republic Intl Corp. 0.11% 8,252 $324K Reduce -0.8%
LIN Linde PLC 0.11% 689 $321K No change
MMD Nylim Mackay Definedterm Mun filed as NYLI MACKAY DEFINEDTERM MUNI 0.11% 20,552 $310K No change
GE General Electric filed as GE AEROSPACE 0.11% 1,541 $308K Add +0.1%
LULU Lululemon Athletica Inc. 0.11% 1,077 $305K Reduce -3.1%
MDT Medtronic PLC 0.11% 3,357 $302K No change
EQAL Invesco Russell 1000 Equal W 0.11% 6,349 $300K Add +0.4%
ORLY O'reilly Automotive Inc. 0.11% 208 $298K Reduce -47.9%
SHOP Shopify Inc. Class A 0.10% 3,002 $290K Reduce -0.1%
VONG Vanguard Russell 1000 Growth 0.10% 3,115 $289K Add +0.1%
PSX Phillips 66 0.10% 2,318 $286K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,536 $286K No change
XLB SS Materials Select Sector 0.10% 3,193 $275K No change
LNG Cheniere Energy Inc. 0.10% 1,175 $272K New
NXPI NXP Semiconductors NV 0.09% 1,378 $262K Reduce -10.1%
DIVO Amplify CWP Enhan Divid ETF 0.09% 6,421 $262K Add +1.8%
BAB Invesco Taxable Municipal Bo 0.09% 9,662 $258K Add +25.8%
ITW Illinois Tool Works 0.09% 1,034 $256K Add +0.3%
RF Regions Financial Corp. 0.09% 11,585 $252K Reduce -0.2%
SFNC Simmons First Natl Corp. Class A 0.09% 12,036 $247K Reduce -62.4%
ETR Entergy Corp. 0.09% 2,821 $241K No change
SRLN SS Blackstone Sr Loan ETF 0.08% 5,810 $239K Add +0.6%
MUSA Murphy USA Inc. 0.08% 499 $234K No change
CMG Chipotle Mexican Grill Inc. 0.08% 4,650 $233K No change
VTR Ventas Inc. 0.08% 3,323 $229K New
VOO Vanguard S&P 500 ETF 0.08% 428 $220K Add +0.9%
AXP American Express Co. 0.08% 808 $217K Add +1.1%
OEF iShares S&P 100 ETF 0.08% 802 $217K New
QCOM Qualcomm Inc. 0.08% 1,392 $214K Add +0.4%
FVD First Trust Value Line DVD 0.08% 4,768 $213K Reduce -2.0%
CGO Calamos Global Total Return 0.08% 20,576 $213K No change
HON Honeywell International Inc. 0.07% 990 $210K Reduce -4.8%
IIIV I3 Verticals Inc. Class A 0.07% 8,400 $207K New
CLX Clorox Company 0.07% 1,400 $206K No change
GTO Invesco Total Return Bond Et 0.07% 4,387 $206K New
SW Smurfit Westrock PLC 0.07% 4,501 $203K New
GS Goldman Sachs Group Inc. 0.07% 369 $202K Add +1.1%
SOFI Sofi Technologies Inc. 0.05% 11,500 $134K No change
UNIT Uniti Group LLC Com SHS 0.03% 19,172 $97K Reduce -29.4%
PMM Franklin Managed Municipal I 0.03% 12,138 $74K Add +1.0%
SLI Standard Lithium Ltd. 0.01% 12,384 $16K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -3.6% 9.49% −1.10
MSFT Microsoft Corp. Reduce -7.8% 2.83% −0.46
AVGO Broadcom Inc. Reduce -10.9% 0.73% −0.35
AMZN Amazon.com Inc. Reduce -1.0% 3.08% −0.35
GOOG Alphabet Inc. Class C Reduce -10.4% 0.95% −0.28
CRM Salesforce Inc. Reduce -1.4% 1.17% −0.24
IYW iShares Ustechnology ETF Reduce -7.9% 1.10% −0.20
ORCL Oracle Corp. Reduce -2.3% 1.06% −0.17
SFNC Simmons First Natl Corp. Class A Reduce -62.4% 0.09% −0.15
EFV iShares MSCI Eafe Value ETF Sold out 0.00% −0.15
MSI Motorola Solutions Inc. Reduce -9.8% 1.12% −0.13
CAT Caterpillar Inc. Reduce -2.9% 1.49% −0.12
MRK Merck & Co. Inc. Reduce -5.5% 0.90% −0.11
BX Blackstone Inc. Reduce -14.4% 0.26% −0.10
INSP Inspire Medical Systems Inc. Reduce -0.1% 0.72% −0.08
HP Helmerich & Payne Sold out 0.00% −0.07
MU Micron Technology Inc. Reduce -41.6% 0.12% −0.07
EMXC iShares MSCI Emr MRK Ex Chna Sold out 0.00% −0.07
DFS Discover Financial Services Sold out 0.00% −0.07
STE Steris PLC Reduce -42.3% 0.12% −0.06
ORLY O'reilly Automotive Inc. Reduce -47.9% 0.11% −0.05
PANW Palo Alto Networks Inc. Reduce -8.6% 0.39% −0.04
JBHT Hunt (jb) Transprt SVCS Inc. Reduce -2.0% 0.31% −0.04
IQV Iqvia Holdings Inc. Reduce -7.8% 0.24% −0.04
LULU Lululemon Athletica Inc. Reduce -3.1% 0.11% −0.04
KEYS Keysight Technologies Inc. Reduce -8.0% 0.31% −0.03
UPS United Parcel Service Class B Reduce -8.5% 0.15% −0.03
FTCS First Trust Capital Strength Reduce -14.7% 0.27% −0.03
SPGI S&P Global Inc. Reduce -11.5% 0.39% −0.02
HAL Halliburton Co. Reduce -6.4% 0.24% −0.02
UNIT Uniti Group LLC Com SHS Reduce -29.4% 0.03% −0.02
NCZ Virtus Convertible & Inc. FD Sold out 0.00% −0.02
NXPI NXP Semiconductors NV Reduce -10.1% 0.09% −0.01
JCI Johnson Controls Internation Reduce -7.7% 0.76% −0.01
NCV Virtus Convertible & Income Sold out 0.00% −0.01
ISRG Intuitive Surgical Inc. Reduce -1.0% 0.87% −0.01
PFE Pfizer Inc. Reduce -6.3% 0.17% −0.01
CROX Crocs Inc. Reduce -8.3% 0.12% −0.01
UNH Unitedhealth Group Inc. Reduce -8.7% 0.73% −0.01
HON Honeywell International Inc. Reduce -4.8% 0.07% −0.01
SHOP Shopify Inc. Class A Reduce -0.1% 0.10% −0.01
IRDM Iridium Communications Inc. Reduce -0.0% 0.33% −0.00
MKL Markel Group Inc. Reduce -14.6% 0.14% −0.00
RPM RPM International Inc. Reduce -0.1% 0.27% −0.00
RF Regions Financial Corp. Reduce -0.2% 0.09% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 0.26% −0.00
NSC Norfolk Southern Corp. Reduce -4.4% 0.19% +0.00
UNP Union Pacific Corp. Reduce -7.5% 0.54% +0.00
FVD First Trust Value Line DVD Reduce -2.0% 0.08% +0.00
WMT Walmart Inc. Reduce -1.6% 3.77% +0.01

Portfolio Buys Q4 2024 → Q1 2025
T AT&T Inc. Add +3.2% 2.90% +0.74
LRCX Lam Research Corp. New 0.68% +0.68
CVX Chevron Corp. Add +0.1% 1.50% +0.26
BLK BlackRock Inc. New 0.14% +0.14
TSLA Tesla Inc. New 0.14% +0.14
JNJ Johnson & Johnson Add +1.3% 0.76% +0.13
BP BP PLC-Spons ADR Add +0.5% 0.72% +0.12
LNG Cheniere Energy Inc. New 0.10% +0.10
COP Conocophillips Add +0.0% 0.89% +0.09
CCI Crown Castle Inc. Add +19.5% 0.28% +0.08
VTR Ventas Inc. New 0.08% +0.08
IWD iShares Russell 1000 Value E Add +3.0% 0.88% +0.08
OEF iShares S&P 100 ETF New 0.08% +0.08
DVN Devon Energy Corp. Add +7.5% 0.33% +0.07
IIIV I3 Verticals Inc. Class A New 0.07% +0.07
GTO Invesco Total Return Bond Et New 0.07% +0.07
SW Smurfit Westrock PLC New 0.07% +0.07
NVS Novartis AG-Sponsored ADR Add +5.5% 0.28% +0.06
MO Altria Group Inc. Add +0.3% 0.31% +0.05
IVE iShares S&P 500 Value ETF Add +40.4% 0.15% +0.05
CI The Cigna Group Add +0.1% 0.18% +0.04
COST Costco Wholesale Corp. Add +0.1% 0.40% +0.03
XLV SS Health Care Select Sector Add +1.8% 0.23% +0.03
QUAL iShares MSCI USA Quality Fac Add +12.8% 0.22% +0.03
STIP iShares 0-5 Year Tips Bond E Add +0.0% 0.35% +0.03
IVV iShares Core S&P 500 ETF Add +2.7% 0.95% +0.03
HOMB Home Bancshares Inc. Add +4.5% 0.28% +0.02
BAB Invesco Taxable Municipal Bo Add +25.8% 0.09% +0.02
DRI Darden Restaurants Inc. Add +0.1% 0.16% +0.02
BTO John Hancock Financial Opp Add +5.4% 0.44% +0.02
DE Deere & Co. Add +0.8% 0.16% +0.02
GE General Electric Add +0.1% 0.11% +0.02
ETNB 89BIO Inc. Add +23.9% 0.13% +0.02
TJX TJX Companies Inc. Add +0.1% 0.38% +0.02
DYNF Ishrs US E F R A ETF-Usd Inc. Add +10.0% 0.21% +0.02
EEM iShares MSCI Emerging Market Add +2.4% 0.14% +0.01
FISV Fiserv Inc. Add +0.5% 0.12% +0.01
XGDVX Gabelli Dividend & Income TR Add +1.2% 0.21% +0.01
IVW iShares S&P 500 Growth ETF Add +10.8% 0.21% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.5% 0.60% +0.01
COF Capital One Financial Corp. Add +0.3% 0.14% +0.01
IWB iShares Russell 1000 ETF Add +6.3% 0.13% +0.01
DIVO Amplify CWP Enhan Divid ETF Add +1.8% 0.09% +0.01
CP Canadian Pacific Kansas City Add +0.0% 0.35% +0.01
OZK Bank Ozk Add +0.3% 0.19% +0.00
QCOM Qualcomm Inc. Add +0.4% 0.08% +0.00
FANG Diamondback Energy Inc. Add +0.6% 0.13% +0.00
SRLN SS Blackstone Sr Loan ETF Add +0.6% 0.08% +0.00
EQAL Invesco Russell 1000 Equal W Add +0.4% 0.11% +0.00
ITW Illinois Tool Works Add +0.3% 0.09% +0.00

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