Gilliland Jeter Wealth Management

LITTLE ROCK, ARfiles as Gilliland Jeter Wealth Management LLC

$382m in 195 US stocks at the end of 30 June 2026. The top 10 are 38.2% of the money. It changed about 8.2% of the portfolio this quarter.

Value
$382m
Stocks
195
Top 10 share
38.2%
Turnover
8.2%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Ishares TRIVV
    1.6% of the fund
    +36%
  • Ishares TRIWD
    1.0% of the fund
    +5%
  • Invesco QQQ TRQQQ
    0.9% of the fund
    +5%
  • OracleORCL
    0.8% of the fund
    +5%
  • Blackrock ETF TrustCORO
    0.7% of the fund
    +17%
  • Ishares TROEF
    0.6% of the fund
    +4%
  • Blackrock ETF TrustDYNF
    0.6% of the fund
    +22%
  • Ishares TRIVW
    0.5% of the fund
    +15%
  • SnowflakeSNOW
    0.4% of the fund
    +25%
  • Ishares TRIVE
    0.4% of the fund
    +10%
  • Ishares TRSTIP
    0.3% of the fund
    +3%
  • Goldman Sachs ETF TRGPIX
    0.3% of the fund
    +140%
  • Ishares TRISCG
    0.3% of the fund
    +13%
  • Ishares TRITOT
    0.2% of the fund
    +43%
  • Ishares TRIWB
    0.2% of the fund
    +3%
  • GE VernovaGEV
    0.2% of the fund
    +2%
  • Ishares TRTLH
    0.2% of the fund
    +23%
  • Global X FDSSHLD
    0.1% of the fund
    +10%
  • Crown CastleCCI
    0.1% of the fund
    +4%
  • Ishares TRILCV
    0.1% of the fund
    +5%
  • Cigna GroupCI
    0.1% of the fund
    +6%
  • Blackrock ETF TrustBLCR
    0.1% of the fund
    +36%
  • Ishares TRMBB
    0.1% of the fund
    +44%
  • Ishares TRGOVT
    <0.1% of the fund
    +24%
  • Amplify ETF TRDIVO
    <0.1% of the fund
    +8%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 195.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 24.3% since 30 June 2025.

Where the money is

Technology26.8%
Financial services9.7%
Industrials7.5%
Energy6.3%
Media & telecom6.1%
Everyday goods5.1%
Health care4.2%
Retail & consumer3.5%
Utilities1.8%
Materials0.7%
Real estate0.5%
Other28.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.