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Gilliland Jeter Wealth Management LLC

CIK:0002009886
Investment Adviser
$0 AUM
178 holdings
Little Rock, AR, United States
gillilandjeter.com
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Gilliland Jeter Wealth Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 177 equity positions with a total 13F market value of $307M. The fund increased holdings in Nvidia Corporation, Microsoft Corporation, Meta Platforms Incorporated Class A among other positions. Gilliland Jeter Wealth Management LLC reduced exposure to Apple Incorporated, Unitedhealth Group Incorporated, Halliburton Company among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$7.5M
M
MSFTMICROSOFT CORPORATION
+$2.3M
M
METAMETA PLATFORMS INCORPORATED CLASS A
+$2.1M
I
IWFISHARES TR RUS 1000 GRW ETF
+$1.7M
O
ORCLORACLE CORPORATION
+$1.6M
Top Sells
A
AAPLAPPLE INCORPORATED
-$2.8M
U
UNHUNITEDHEALTH GROUP INCORPORATED
-$981.1K
H
HALHALLIBURTON COMPANY
-$666.1K
C
CVXCHEVRON CORPORATION NEW
-$611.9K
I
INSPINSPIRE MED SYSTEMS INCORPORATED
-$504.8K

Top Holdings

N
NVDANVIDIA CORPORATION
+8.0%$24.5M
A
AAPLAPPLE INCORPORATED
+7.8%$24.0M
W
WMTWALMART INCORPORATED
+3.9%$11.8M
I
IWFISHARES TR RUS 1000 GRW ETF
+3.6%$11.2M
M
MSFTMICROSOFT CORPORATION
+3.4%$10.3M

Equity Positions (177)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION7.99%$24.5M155,223$53.85$157.99+$7.5M
A
AAPL
APPLE INCORPORATED7.83%$24.0M117,157$192.53$205.17-$2.8M
W
WMT
WALMART INCORPORATED3.86%$11.8M121,086$52.62$97.78+$1.2M
I
IWF
ISHARES TR RUS 1000 GRW ETF3.64%$11.2M26,352$307.08$424.58+$1.7M
M
MSFT
MICROSOFT CORPORATION3.36%$10.3M20,756$376.04$497.41+$2.3M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.1%
ELECTRONIC COMPUTERS
+8.9%
SERVICES-PREPACKAGED SOFTWARE
+6.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.6%
PETROLEUM REFINING
+4.7%
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