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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 $307,097,477
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 155,223 $24,523,742 7.99%
2.
Apple Inc.
 AAPL 117,157 $24,037,006 7.83%
3.
Walmart Inc.
 WMT 121,086 $11,839,772 3.86%
4.
Ishares Trust
 IEF 26,352 $11,188,737 3.64%
5.
Microsoft Corp
 MSFT 20,756 $10,324,431 3.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)