Gilliland Jeter Wealth Management LLC
Gilliland Jeter Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Little Rock, Arkansas. Founded and managed by experienced professionals with over 80 years of combined experience, the firm offers comprehensive financial planning and investment management services tailored to individuals, families, and business owners. Their team focuses on building long-term relationships with clients by providing sound financial guidance and personal service. Gilliland Jeter Wealth Management is dedicated to holistic advice, risk management, and helping clients achieve their financial goals and life ambitions.
Investment Strategy
Gilliland Jeter Wealth Management delivers personalized, risk-managed investment advice by collaborating closely with clients to uncover their needs, wants, and long-term goals. Their philosophy emphasizes managing risk over seeking excess returns, focusing on comprehensive financial planning that integrates investment management with life milestones and transitions. The team approaches every client relationship with collaboration and careful attention, aiming to craft strategies that support the achievement of individual and family aspirations.
Top Holdings
Equity Positions (177)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.99% | $24.5M | 155,223 | $53.85 | $157.99 | +$7.5M |
A AAPL | APPLE INCORPORATED | 7.83% | $24.0M | 117,157 | $192.53 | $205.17 | -$2.8M |
W WMT | WALMART INCORPORATED | 3.86% | $11.8M | 121,086 | $52.62 | $97.78 | +$1.2M |
I IWF | ISHARES TR RUS 1000 GRW ETF | 3.64% | $11.2M | 26,352 | $307.08 | $424.58 | +$1.7M |
M MSFT | MICROSOFT CORPORATION | 3.36% | $10.3M | 20,756 | $376.04 | $497.41 | +$2.3M |