Gilliland-Jeter-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
176
Total Value
282873771
Accession Number
0002009886-25-000004
Form Type
13F-HR
Manager Name
Gilliland-Jeter-Wealth-Management
Data Enrichment
90% identified
158 identified18 unidentified

Holdings

176 positions • $282.9M total value
Manager:
Search and click to pin securities to the top
Page 3 of 9
Chubb Ltd
Shares:6.6K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$282.9M)
LAM RESEARCH CORP
Shares:26.4K
Value:$1.9M
% of Portfolio:0.7% ($1.9M/$282.9M)
Alphabet Inc.
Shares:11.9K
Value:$1.8M
% of Portfolio:0.6% ($1.8M/$282.9M)
ALLSTATE CORP
Shares:8.4K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$282.9M)
SPDR S&P 500 ETF TRUST
Shares:3.1K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$282.9M)
AMERICAN ELECTRIC POWER CO INC
Shares:15.3K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$282.9M)
921910816
Shares:5.1K
Value:$1.6M
% of Portfolio:0.6% ($1.6M/$282.9M)
UNION PACIFIC CORP
Shares:6.4K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$282.9M)
74255Y888
Shares:78.7K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$282.9M)
81369Y803
Shares:7.1K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$282.9M)
PROCTER & GAMBLE Co
Shares:8.2K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$282.9M)
Waste Connections, Inc.
Shares:6.3K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$282.9M)
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Shares:36.1K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$282.9M)
81369Y704
Shares:9.0K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$282.9M)
COSTCO WHOLESALE CORP /NEW
Shares:1.2K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)
Palo Alto Networks Inc
Shares:6.5K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)
S&P Global Inc.
Shares:2.1K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)
DT Midstream, Inc.
Shares:11.2K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)
VERIZON COMMUNICATIONS INC
Shares:23.7K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)
TJX COMPANIES INC /DE/
Shares:8.8K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$282.9M)