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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 $381,733,763
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 109,006 $31,541,906 8.26%
2.
Nvidia Corp
 NVDA 150,036 $30,020,794 7.86%
3.
Walmart Inc.
 WMT 114,953 $13,019,594 3.41%
4.
Caterpillar Inc
 CAT 12,151 $12,940,101 3.39%
5.
Ishares Trust
 IEF 102,804 $12,765,154 3.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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