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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 $282,873,771
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 120,834 $26,840,820 9.49%
2.
Nvidia Corp
 NVDA 157,085 $17,024,897 6.02%
3.
Walmart Inc.
 WMT 121,622 $10,677,184 3.77%
4.
Ishares Trust
 IEF 26,257 $9,481,313 3.35%
5.
Vanguard Dividend Appreciation Etf - DIV APP ETF
 45,633 $8,852,407 3.13%
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)