Gilliland Jeter Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Gilliland Jeter Wealth Management LLC reported 174 stock positions worth $330.8 million. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by Nvidia (NVDA, 8.4%) and Walmart (WMT, 3.9%). Compared with Q3 2025, it opened 10 new positions, sold out of 8, added to 72 and reduced 61. The biggest buy was a new position in James Hardie Ind (JHX) and the biggest sale Oracle (ORCL, shares −1%).

Most Recent 13F
Q2 2026
Location
LITTLE ROCK, AR
CIK
0002009886
Portfolio Value
$330.8M (Q4 2025)
SEC Filing
0002009886-26-000001 ↗ filed Jan 23, 2026

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 Q1 2025 Q2 2025: $307.1M Q2 2025 Q3 2025: $324.0M Q3 2025 Q4 2025: $330.8M $330.8M Q4 2025 Q1 2026: $337.6M Q1 2026 Q2 2026: $381.7M Q2 2026

Holdings 174 stocks · $330.8M
AAPL Apple Inc. 9.22% 112,262 $30.5M Reduce -1.1%
NVDA Nvidia Corp. 8.41% 149,179 $27.8M Add +0.0%
WMT Walmart Inc. 3.91% 116,001 $12.9M Reduce -2.0%
IWF iShares Russell 1000 Growth 3.66% 25,558 $12.1M Add +0.7%
AMZN Amazon.com Inc. 3.07% 44,050 $10.2M Reduce -2.4%
VIG Vanguard Dividend Apprec ETF 3.03% 45,581 $10.0M Reduce -0.1%
MSFT Microsoft Corp. 2.88% 19,721 $9.5M Reduce -0.9%
META Meta Platforms Inc. Class A 2.34% 11,735 $7.7M Add +5.2%
JPM JPMorgan Chase & Co. 2.30% 23,568 $7.6M Reduce -1.0%
T AT&T Inc. 2.17% 288,665 $7.2M Add +1.4%
CAT Caterpillar Inc. 2.11% 12,196 $7.0M Reduce -0.0%
VUG Vanguard Mrngstar GR ETF-Sui 1.68% 11,425 $5.6M Reduce -0.1%
IYW iShares Ustechnology ETF 1.45% 24,027 $4.8M Add +5.6%
GOOG Alphabet Inc. Class C 1.40% 14,794 $4.6M Add +0.1%
LRCX Lam Research Corp. 1.27% 24,566 $4.2M Reduce -7.3%
IVV iShares Core S&P 500 ETF 1.27% 6,139 $4.2M Add +13.8%
ORCL Oracle Corp. 1.18% 20,084 $3.9M Reduce -1.2%
CVX Chevron Corp. 1.17% 25,501 $3.9M Add +1.1%
V Visa Inc. Class A 1.17% 11,026 $3.9M Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 1.11% 7,335 $3.7M Reduce -3.4%
AFL Aflac Inc. 1.11% 33,419 $3.7M Reduce -2.4%
CRM Salesforce Inc. 1.11% 13,870 $3.7M Reduce -0.8%
AVGO Broadcom Inc. 1.09% 10,416 $3.6M Reduce -6.6%
BSX Boston Scientific Corp. 1.09% 37,754 $3.6M Reduce -2.8%
MPC Marathon Petroleum Corp. 1.09% 22,085 $3.6M Reduce -0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.08% 65,267 $3.6M Add +0.1%
GOOGL Alphabet Inc. Class A 1.08% 11,450 $3.6M Reduce -3.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.89% 15,402 $2.9M No change
IWD iShares Russell 1000 Value E 0.89% 13,982 $2.9M Add +1.0%
DTE DTE Energy Company 0.87% 22,425 $2.9M No change
JCI Johnson Controls Internation 0.87% 24,043 $2.9M Reduce -3.8%
ISRG Intuitive Surgical Inc. 0.84% 4,924 $2.8M Reduce -3.1%
JNJ Johnson & Johnson 0.79% 12,571 $2.6M Reduce -1.2%
MRK Merck & Co. Inc. 0.76% 23,730 $2.5M Reduce -1.2%
XOM Exxon Mobil Corp. 0.75% 20,705 $2.5M Reduce -0.9%
WMB Williams Cos Inc. 0.68% 37,407 $2.2M Reduce -0.1%
MSI Motorola Solutions Inc. 0.67% 5,814 $2.2M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.67% 3,623 $2.2M Add +55.6%
COP Conocophillips 0.65% 22,909 $2.1M Reduce -4.3%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.64% 5,093 $2.1M Add +0.2%
PM Philip Morris International 0.62% 12,758 $2.0M No change
ALL Allstate Corp. 0.60% 9,568 $2.0M Add +3.8%
BP BP PLC-Spons ADR 0.59% 56,450 $2.0M Reduce -1.3%
CB Chubb Ltd. 0.59% 6,221 $1.9M Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 2,758 $1.9M Add +0.6%
AEP American Electric Power 0.53% 15,348 $1.8M No change
XLK SS Technology Select Sector 0.53% 12,152 $1.7M Reduce -14.1%
LLY Eli Lilly & Co. 0.51% 1,577 $1.7M Add +0.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.51% 27,524 $1.7M Add +34.8%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.45% 78,202 $1.5M Reduce -0.8%
CADE Cadence Bank 0.44% 34,049 $1.5M Reduce -0.5%
UNP Union Pacific Corp. 0.43% 6,099 $1.4M Add +1.7%
XLI SS Industrial Select Sector 0.42% 8,992 $1.4M Add +0.0%
DTM DT Midstream Inc. 0.41% 11,212 $1.3M No change
BTO John Hancock Financial Opp 0.38% 36,269 $1.3M Reduce -1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 3,973 $1.2M Add +0.1%
ENFR Alerian Energy Infrastructur 0.35% 37,151 $1.2M Reduce -14.8%
IVW iShares S&P 500 Growth ETF 0.35% 9,436 $1.2M Add +23.6%
JBHT Hunt (jb) Transprt SVCS Inc. 0.35% 5,909 $1.1M No change
PG The Procter & Gamble Co. 0.35% 8,006 $1.1M Reduce -1.3%
IVE iShares S&P 500 Value ETF 0.34% 5,266 $1.1M Add +47.5%
MU Micron Technology Inc. 0.34% 3,891 $1.1M Add +1.2%
WCN Waste Connections Inc. 0.33% 6,259 $1.1M No change
PANW Palo Alto Networks Inc. 0.33% 5,951 $1.1M Reduce -8.3%
COST Costco Wholesale Corp. 0.33% 1,264 $1.1M Add +2.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.32% 6,885 $1.1M Reduce -1.8%
JHX James Hardie Ind PLC 0.31% 50,000 $1.0M New
HBAN Huntington Bancshares Inc. 0.31% 59,773 $1.0M Reduce -2.3%
STIP iShares 0-5 Year Tips Bond E 0.31% 9,900 $1.0M Reduce -3.0%
CP Canadian Pacific Kansas City 0.31% 13,722 $1.0M Reduce -1.4%
VZ Verizon Communications Inc. 0.30% 24,700 $1.0M Add +1.6%
THC Tenet Healthcare Corp. 0.30% 4,932 $980K No change
NVS Novartis AG-Sponsored ADR 0.28% 6,753 $931K No change
FV First Trust DW Focus 5 Fund 0.28% 14,790 $931K Add +0.2%
SNOW Snowflake Inc. 0.27% 4,042 $887K Reduce -1.0%
VTI VG Morningstar TS MKT ETF-US 0.26% 2,564 $860K No change
TSLA Tesla Inc. 0.26% 1,898 $854K Add +2.2%
MO Altria Group Inc. 0.25% 14,255 $822K Add +0.2%
COF Capital One Financial Corp. 0.25% 3,381 $819K Add +0.2%
MA Mastercard Inc. Class A 0.25% 1,424 $813K Reduce -1.3%
BX Blackstone Inc. 0.24% 5,251 $809K Reduce -0.6%
CCI Crown Castle Inc. 0.24% 9,029 $802K Add +5.5%
FTCS First Trust Capital Strength 0.23% 8,389 $776K Reduce -0.8%
AR Antero Resources Corp. 0.23% 22,385 $771K No change
BE Bloom Energy Corp. Class A 0.23% 8,700 $756K Add +2.4%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.23% 2,488 $752K Add +0.1%
IWM iShares Russell 2000 ETF 0.22% 3,004 $739K Reduce -0.1%
PGR Progressive Corp. 0.22% 3,240 $738K Add +0.0%
AMT American Tower Corp. 0.22% 4,158 $730K Reduce -0.2%
XGDVX Gabelli Dividend & Income TR 0.22% 25,957 $721K Add +1.1%
QUAL iShares MSCI USA Quality Fac 0.21% 3,580 $711K Reduce -18.3%
SPGI S&P Global Inc. 0.21% 1,341 $701K Reduce -10.5%
RPM RPM International Inc. 0.21% 6,730 $700K Add +0.5%
NOW ServiceNow Inc. 0.21% 4,525 $693K Add +4.4%
XLV SS Health Care Select Sector 0.21% 4,424 $685K No change
ISCG iShares Morningstar Small-Ca 0.20% 12,218 $678K Add +11.2%
NSC Norfolk Southern Corp. 0.20% 2,314 $668K Add +0.2%
ABT Abbott Laboratories 0.20% 5,271 $660K Add +0.4%
ACV Virtus Divers Inc. & Convert 0.20% 25,098 $660K Add +2.9%
SKYY First Trust Cloud Computing 0.19% 4,853 $631K No change
ICE Intercontinental Exchange Inc. 0.19% 3,838 $622K Reduce -5.9%
DAL Delta Air Lines Inc. 0.18% 8,653 $600K Add +12.1%
OZK Bank Ozk 0.18% 12,607 $580K Add +0.1%
PFE Pfizer Inc. 0.17% 22,498 $560K Reduce -0.4%
LNG Cheniere Energy Inc. 0.16% 2,779 $540K Add +3.0%
PSC Principal US Small-Cap ETF 0.16% 9,256 $534K Add +0.1%
BUFR FT Vest Lad Buffervetf-Usd I 0.15% 14,792 $507K New
HOMB Home Bancshares Inc. 0.15% 18,212 $506K No change
SHOP Shopify Inc. Class A 0.15% 3,045 $490K Add +1.8%
EFV iShares MSCI Eafe Value ETF 0.15% 6,856 $490K Add +13.4%
DE Deere & Co. 0.15% 1,047 $487K Add +7.9%
EEM iShares MSCI Emerging Market 0.15% 8,841 $484K Add +1.4%
GE General Electric filed as GE AEROSPACE 0.14% 1,542 $475K Add +0.4%
THRO iShares U.S. Thematic Rotati 0.14% 12,204 $471K Add +30.9%
ADI Analog Devices Inc. 0.14% 1,734 $470K Add +0.6%
BLK BlackRock Inc. 0.14% 437 $467K Add +0.9%
HD Home Depot Inc. 0.14% 1,355 $466K Reduce -2.2%
MKL Markel Group Inc. 0.14% 212 $456K No change
DVN Devon Energy Corp. 0.14% 12,284 $450K Reduce -9.7%
TLH iShares 10-20 Year Treasury 0.13% 4,383 $446K Add +31.4%
EHC Encompass Health Corp. 0.13% 4,179 $444K Add +6.7%
HUBB Hubbell Inc. 0.13% 986 $438K Add +0.3%
VONG Vanguard Russell 1000 Growth 0.13% 3,597 $438K Add +0.1%
CI The Cigna Group 0.13% 1,585 $436K Add +0.1%
IWB iShares Russell 1000 ETF 0.13% 1,149 $429K Reduce -1.4%
WFC Wells Fargo & Co. 0.12% 4,317 $402K Reduce -0.2%
PEG Public Service Enterprise GP 0.12% 5,001 $402K No change
DRI Darden Restaurants Inc. 0.12% 2,180 $401K Reduce -0.8%
GEV GE Vernova Inc. 0.12% 596 $389K No change
STE Steris PLC 0.11% 1,495 $379K Reduce -1.1%
ORI Old Republic Intl Corp. 0.11% 8,226 $375K No change
MDLZ Mondelez International Inc. Class A 0.11% 6,908 $372K Add +0.0%
GLD SPDR Gold Shares 0.11% 937 $371K No change
TT Trane Technologies PLC 0.11% 950 $370K Reduce -5.8%
AMGN Amgen Inc. 0.11% 1,119 $366K Reduce -11.4%
CCD Calamos DYN Convert & Inc. 0.11% 17,237 $360K No change
GS Goldman Sachs Group Inc. 0.11% 398 $350K Add +2.6%
ABBV Abbvie Inc. 0.11% 1,525 $349K No change
EQAL Invesco Russell 1000 Equal W 0.10% 6,427 $338K Add +0.4%
BINC iShares Flex I A ETF-Usd Inc. 0.10% 6,263 $331K Add +27.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.10% 1,536 $325K No change
FANG Diamondback Energy Inc. 0.10% 2,151 $323K Reduce -8.1%
RF Regions Financial Corp. 0.10% 11,621 $315K Add +0.1%
IAU iShares Gold Trust 0.09% 3,839 $312K Add +27.7%
SOFI Sofi Technologies Inc. 0.09% 11,500 $301K No change
PSX Phillips 66 0.09% 2,320 $299K Add +0.5%
LIN Linde PLC 0.09% 693 $296K Add +0.6%
XLB SS Materials Select Sector 0.09% 6,386 $290K No change
DIVO Amplify CWP Enhan Divid ETF 0.09% 6,492 $289K Add +0.4%
NXPI NXP Semiconductors NV 0.09% 1,326 $288K No change
ORLY O'reilly Automotive Inc. 0.09% 3,143 $287K Add +0.6%
VOO Vanguard S&P 500 ETF 0.09% 449 $282K Add +7.4%
FIS Fidelity National Info Serv 0.08% 4,064 $270K Reduce -9.0%
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.08% 3,944 $258K New
ITW Illinois Tool Works 0.08% 1,046 $258K Add +0.8%
VTR Ventas Inc. 0.08% 3,323 $257K No change
FCX Freeport-McMoran Inc. 0.08% 5,039 $256K New
MBB iShares MBS ETF 0.08% 2,685 $256K New
MUSA Murphy USA Inc. 0.07% 599 $242K No change
QCOM Qualcomm Inc. 0.07% 1,392 $238K Add +0.4%
CGO Calamos Global Total Return 0.07% 20,576 $234K No change
AXP American Express Co. 0.07% 633 $234K Add +4.8%
BAB Invesco Taxable Municipal Bo 0.07% 8,435 $229K Reduce -5.3%
SFNC Simmons First Natl Corp. Class A 0.07% 12,055 $227K Add +0.3%
WBD Warner Bros Discovery Inc. 0.07% 7,880 $227K New
OHI Omega Healthcare Investors 0.07% 5,079 $225K No change
FVD First Trust Value Line DVD 0.06% 4,650 $214K Reduce -2.7%
IIIV I3 Verticals Inc. Class A 0.06% 8,400 $212K No change
SRLN SS Blackstone Sr Loan ETF 0.06% 5,076 $209K Reduce -18.6%
BNDX Vanguard Total Intl Bond ETF 0.06% 4,278 $207K New
SHLD Global X Defense Tech ETF 0.06% 3,150 $204K New
HAL Halliburton Co. 0.06% 7,100 $201K New
SMR Nuscale Power Corp. 0.05% 12,309 $174K New
SLI Standard Lithium Ltd. 0.02% 12,384 $55K No change

Portfolio Sells Q3 2025 → Q4 2025
ORCL Oracle Corp. Reduce -1.2% 1.18% −0.58
MSFT Microsoft Corp. Reduce -0.9% 2.88% −0.30
ETNB 89BIO Inc. Sold out 0.00% −0.27
ALE Allete Inc. Sold out 0.00% −0.27
MPC Marathon Petroleum Corp. Reduce -0.0% 1.09% −0.23
IRDM Iridium Communications Inc. Sold out 0.00% −0.18
XLK SS Technology Select Sector Reduce -14.1% 0.53% −0.09
ENFR Alerian Energy Infrastructur Reduce -14.8% 0.35% −0.08
BSX Boston Scientific Corp. Reduce -2.8% 1.09% −0.08
PANW Palo Alto Networks Inc. Reduce -8.3% 0.33% −0.08
MMD Nylim Mackay Definedterm Mun Sold out 0.00% −0.08
ETR Entergy Corp. Sold out 0.00% −0.07
AFL Aflac Inc. Reduce -2.4% 1.11% −0.07
HON Honeywell International Inc. Sold out 0.00% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.4% 1.11% −0.06
WMB Williams Cos Inc. Reduce -0.1% 0.68% −0.05
COP Conocophillips Reduce -4.3% 0.65% −0.05
QUAL iShares MSCI USA Quality Fac Reduce -18.3% 0.21% −0.05
AVGO Broadcom Inc. Reduce -6.6% 1.09% −0.05
PG The Procter & Gamble Co. Reduce -1.3% 0.35% −0.04
XCHYX Calamos Convert & High Inc. Sold out 0.00% −0.04
BX Blackstone Inc. Reduce -0.6% 0.24% −0.03
HD Home Depot Inc. Reduce -2.2% 0.14% −0.03
AMT American Tower Corp. Reduce -0.2% 0.22% −0.03
ICE Intercontinental Exchange Inc. Reduce -5.9% 0.19% −0.02
BTO John Hancock Financial Opp Reduce -1.4% 0.38% −0.02
JPM JPMorgan Chase & Co. Reduce -1.0% 2.30% −0.02
TT Trane Technologies PLC Reduce -5.8% 0.11% −0.02
STIP iShares 0-5 Year Tips Bond E Reduce -3.0% 0.31% −0.02
SRLN SS Blackstone Sr Loan ETF Reduce -18.6% 0.06% −0.02
SNOW Snowflake Inc. Reduce -1.0% 0.27% −0.02
BP BP PLC-Spons ADR Reduce -1.3% 0.59% −0.02
PREF Pri Spe Pre Sec Acti-Usd Inc. Reduce -0.8% 0.45% −0.01
CP Canadian Pacific Kansas City Reduce -1.4% 0.31% −0.01
SPGI S&P Global Inc. Reduce -10.5% 0.21% −0.01
HBAN Huntington Bancshares Inc. Reduce -2.3% 0.31% −0.01
DVN Devon Energy Corp. Reduce -9.7% 0.14% −0.01
FTCS First Trust Capital Strength Reduce -0.8% 0.23% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -0.1% 3.03% −0.01
FIS Fidelity National Info Serv Reduce -9.0% 0.08% −0.01
PFE Pfizer Inc. Reduce -0.4% 0.17% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 1.68% −0.01
DRI Darden Restaurants Inc. Reduce -0.8% 0.12% −0.01
MA Mastercard Inc. Class A Reduce -1.3% 0.25% −0.01
FANG Diamondback Energy Inc. Reduce -8.1% 0.10% −0.01
BAB Invesco Taxable Municipal Bo Reduce -5.3% 0.07% −0.01
FVD First Trust Value Line DVD Reduce -2.7% 0.06% −0.00
IWB iShares Russell 1000 ETF Reduce -1.4% 0.13% −0.00
IWM iShares Russell 2000 ETF Reduce -0.1% 0.22% −0.00
STE Steris PLC Reduce -1.1% 0.11% −0.00

Portfolio Buys Q3 2025 → Q4 2025
JHX James Hardie Ind PLC New 0.31% +0.31
GOOG Alphabet Inc. Class C Add +0.1% 1.40% +0.29
QQQ Invesco QQQ Trust Series 1 Add +55.6% 0.67% +0.24
IVV iShares Core S&P 500 ETF Add +13.8% 1.27% +0.16
BUFR FT Vest Lad Buffervetf-Usd I New 0.15% +0.15
LLY Eli Lilly & Co. Add +0.1% 0.51% +0.14
MU Micron Technology Inc. Add +1.2% 0.34% +0.14
DYNF Ishrs US E F R A ETF-Usd Inc. Add +34.8% 0.51% +0.13
IVE iShares S&P 500 Value ETF Add +47.5% 0.34% +0.11
AKRE Akre Focus ETF New 0.08% +0.08
FCX Freeport-McMoran Inc. New 0.08% +0.08
MBB iShares MBS ETF New 0.08% +0.08
IYW iShares Ustechnology ETF Add +5.6% 1.45% +0.08
WBD Warner Bros Discovery Inc. New 0.07% +0.07
IVW iShares S&P 500 Growth ETF Add +23.6% 0.35% +0.07
BNDX Vanguard Total Intl Bond ETF New 0.06% +0.06
SHLD Global X Defense Tech ETF New 0.06% +0.06
HAL Halliburton Co. New 0.06% +0.06
SMR Nuscale Power Corp. New 0.05% +0.05
BAC Bank of America Corp. Add +0.1% 1.08% +0.05
DAL Delta Air Lines Inc. Add +12.1% 0.18% +0.05
THRO iShares U.S. Thematic Rotati Add +30.9% 0.14% +0.03
TLH iShares 10-20 Year Treasury Add +31.4% 0.13% +0.03
IAU iShares Gold Trust Add +27.7% 0.09% +0.03
COF Capital One Financial Corp. Add +0.2% 0.25% +0.03
EFV iShares MSCI Eafe Value ETF Add +13.4% 0.15% +0.02
ISCG iShares Morningstar Small-Ca Add +11.2% 0.20% +0.02
BINC iShares Flex I A ETF-Usd Inc. Add +27.3% 0.10% +0.02
IWD iShares Russell 1000 Value E Add +1.0% 0.89% +0.02
ACV Virtus Divers Inc. & Convert Add +2.9% 0.20% +0.02
ADI Analog Devices Inc. Add +0.6% 0.14% +0.01
SHOP Shopify Inc. Class A Add +1.8% 0.15% +0.01
DE Deere & Co. Add +7.9% 0.15% +0.01
GS Goldman Sachs Group Inc. Add +2.6% 0.11% +0.01
IBM Intl Business Machines Corp. Add +0.1% 0.36% +0.01
AXP American Express Co. Add +4.8% 0.07% +0.01
BE Bloom Energy Corp. Class A Add +2.4% 0.23% +0.01
VOO Vanguard S&P 500 ETF Add +7.4% 0.09% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.57% +0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +0.2% 0.64% +0.00
TSLA Tesla Inc. Add +2.2% 0.26% +0.00
XGDVX Gabelli Dividend & Income TR Add +1.1% 0.22% +0.00
EEM iShares MSCI Emerging Market Add +1.4% 0.15% +0.00
HUBB Hubbell Inc. Add +0.3% 0.13% +0.00
GE General Electric Add +0.4% 0.14% +0.00
QCOM Qualcomm Inc. Add +0.4% 0.07% +0.00
RF Regions Financial Corp. Add +0.1% 0.10% +0.00
EQAL Invesco Russell 1000 Equal W Add +0.4% 0.10% −0.00
FV First Trust DW Focus 5 Fund Add +0.2% 0.28% −0.00
PSC Principal US Small-Cap ETF Add +0.1% 0.16% −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