Gilliland Jeter Wealth Management LLC - Portfolio overview

Gilliland Jeter Wealth Management LLC has 198 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INCORPORATED, 8.24%
2. NVDA - NVIDIA CORPORATION, 7.59%
3. WMT - WALMART INCORPORATED, 4.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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