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Home > Institutional Investor > Gilliland Jeter Wealth Management Llc > Profile

Instuitional Investor - Gilliland Jeter Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Gilliland Jeter Wealth Management Llc
Portfolio Value $330,844,417
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 112,262 $30,519,498 9.22%
2.
Nvidia Corp
 NVDA 149,179 $27,821,838 8.41%
3.
Walmart Inc.
 WMT 116,001 $12,923,663 3.91%
4.
Ishares Trust
 IEF 25,558 $12,096,496 3.66%
5.
Amazon Com Inc
 AMZN 44,050 $10,167,621 3.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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