Gilliland-Jeter-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "INSP", "AR", "RF", "SNOW", "MU", "ABT", "ABBV", "SFNC", "VONG", "ALL", "GOOGL", "AXP", "UNIT", "T", "BLK", null, "CAT", "AVGO", "CP.TO", "CGO", "BSX", null, "CCI", "COF", "EHC", null, "SLI", null, null, "IRDM", "HON", "HD", "CCD", "RPM", "UNP", "QCOM", "ISRG", "BTO", "ITW", "ICE", "META", "IVW", null, "IQV", "PMM", null, "LRCX", "LIN", "MPC", "MA", "MDT", "ALE", "MSFT", "MDLZ", "FIS", "GE", "NVS", "ORLY", "BX", "IWD", "ORCL", "EEM", "IWF", "PANW", "PGR", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "PG", "MRK", "VZ", null, "KEYS", "AMGN", "SPGI", "NOW", "SHOP", "GLD", "BP", "AMT", "IBM", "CI", "TJX", "UPS", "DTM", "HOMB", "GDV", "ETNB", "VIG", "MMD", "XLB", null, null, "ETR", "VTR", "TT", "MUSA", "THC", "HAL", "AFL", "FI", "DRI", "WCN", "AEP", "IIIV", "PEG", "AMZN", "MSI", "IVE", null, null, "HBAN", "VUG", "MGK", "VBK", "VBR", "VOO", "VTV", "V", "WMT", "WFC", "WMB", "DTE", "SOFI", "JBHT", "NSC", "JCI", "NXPI", "MKL", null, "SW", "PSX", "CRM", "ORI", null, null, null, "STE", "LULU", "BAC", "OZK", "BRK-B", null, "CADE", "CVX", "LNG", "CB", "CMG", "CLX", "COP", "COST", "CROX", "DE", "DVN", "FANG", "DAL", "ADI", "IWB", "QQQ", "IWM", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified158 identified18 unidentified
Holdings
176 positions • $282.9M total value
Manager:
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Page 3 of 9
Shares:15.3K
Value:$1.7M
% of Portfolio:0.6% ($1.7M/$282.9M)
74255Y888
Shares:78.7K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$282.9M)
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)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
6.6K | QoQ -0.27% (-18)YoY -1.35% (-91) | All Managers (Combined) | $2.0M | 0.7% ($2.0M/$282.9M) | ||
26.4K | QoQ NEW(+26.4K) YoY NEW(+26.4K) | All Managers (Combined) | $1.9M | 0.7% ($1.9M/$282.9M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 11.9K | QoQ +0.03% (-4)YoY -4.55% (-566) | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$282.9M) | |
ALLSTATE CORP(ALLcusip020002101) | 8.4K | QoQ -0.20% (-17)YoY -1.73% (-149) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$282.9M) | |
3.1K | QoQ +1.52% (-46)YoY +4.58% (+134) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$282.9M) | ||
15.3K | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$282.9M) | |||
5.1K | QoQ +0.11% (-6)YoY +0.45% (+23) | All Managers (Combined) | $1.6M | 0.6% ($1.6M/$282.9M) | ||
6.4K | QoQ -7.47% (-518)YoY -8.96% (-631) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$282.9M) | ||
(cusip74255Y888)✕ | 78.7K | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$282.9M) | ||
7.1K | QoQ +1.21% (-85)YoY +1.23% (+86) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$282.9M) | ||
8.2K | QoQ -0.89% (-74)YoY -1.57% (-131) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$282.9M) | ||
6.3K | QoQ -3.24% (-212)YoY -3.24% (-212) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$282.9M) | ||
36.1K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$282.9M) | |||
(cusip81369Y704)✕ | 9.0K | QoQ -2.14% (-198)YoY -1.63% (-150) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$282.9M) | |
1.2K | QoQ +0.08% (+1)YoY +0.33% (+4) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) | ||
6.5K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) | |||
S&P Global Inc.(SPGIcusip78409V104) | 2.1K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) | ||
11.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) | |||
23.7K | QoQ -1.98% (-481)YoY +0.75% (+177) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) | ||
8.8K | QoQ +0.14% (+13)YoY -2.83% (-256) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$282.9M) |