Data as of Q4 2025 (Dec 31, 2025)

Gilliland Jeter Wealth Management LLC

•CIK: 2009886•Filing: Q4 2025

**Gilliland Jeter Wealth Management LLC** manages $331M across a diversified portfolio of 174 positions. The fund exhibits significant concentration in technology and consumer staples, with top holdings including AAPL at $30.5M and NVDA at $27.8M. Further notable allocations include WMT ($12.9M), IWF ($12.1M), and AMZN ($10.2M). This structure suggests a conviction-driven approach targeting established market leaders.

Total AUM
$330.8M
QoQ Performance
+2.1%
Positions
174
Top 10 Concentration
41.0%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
NVDA
AAPL9.2%
NVDA8.4%
WMT3.9%
IWF3.7%
AMZN3.1%
VIG3.0%
MSFT2.9%
META2.3%

📈 Biggest Buys

—
JAMES HARDIE INDUSTRIES PLC ORD SHS (IRELAND)
NEW
0.3% of portfolio
NDQ
INVESCO QQQ TR
+55.6%
0.7% of portfolio
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+71.7%
0.5% of portfolio
NOW
SERVICENOW INCORPORATED
+421.9%
0.2% of portfolio
IVV
ISHARES TR CORE S&P500 ETF
+13.8%
1.3% of portfolio

📉 Biggest Sells

AAPL
APPLE INCORPORATED
-1.1%
9.2% of portfolio
LRCX
LAM RESEARCH CORPORATION COM NEW
-7.3%
1.3% of portfolio
WMT
WALMART INCORPORATED
-2.0%
3.9% of portfolio
AVGO
BROADCOM INCORPORATED
-6.6%
1.1% of portfolio
AMZN
AMAZON COM INCORPORATED
-2.4%
3.1% of portfolio

Sector Breakdown

Other40.4%
Technology30.5%
Consumer7.7%
Financial7.5%
Industrial3.7%
Healthcare2.8%
Energy2.5%
Communication2.2%

🚪 Exited Positionssold since Q3 2025

ETNBGBP
89BIO INCORPORATED
SOLD
$889.3K
AEBA
ALLETE INCORPORATED COM NEW
SOLD
$869.6K
IRDM
IRIDIUM COMMUNICATIONS INCORPORATED
SOLD
$591.6K
MMD
NYLI MACKAY DEFINEDTERM MUNI
SOLD
$244.8K
ETR
ENTERGY CORPORATION NEW
SOLD
$225.6K
+3 more exited positions

Changes from Q3 2025

NEW10 new positions
↑74 increased
↓60 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL9.2%
APPLE INCORPORATED
$30.5M
NVDA8.4%
NVIDIA CORPORATION
$27.8M
WMT3.9%
WALMART INCORPORATED
$12.9M
IWF3.7%
ISHARES TR RUS 1000 GRW ETF
$12.1M
AMZN3.1%
AMAZON COM INCORPORATED
$10.2M

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