Filed: 4/30/2025ACC: 0002009886-25-000004
📋 What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $282.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$282.87M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$187.26M66.2%
COM NEW$9.98M3.5%
RUS 1000 GRW ETF$9.48M3.4%
DIV APP ETF$8.85M3.1%
CL A$8.25M2.9%
CL B NEW$4.21M1.5%
GROWTH ETF$4.21M1.5%
Portfolio Concentration
Top 3$54.54M19.3%
4–10$55.43M19.6%
11–25$53.29M18.8%
Rest$119.61M42.3%
Top 3 weight
19.3%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 2.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole176
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings176
Rows:
APPLE INCORPORATED
SOLEShares120.83K
TypeSH
Market value$26.84M
9.49%
Sole
0.00
Shared
0.00
None
120.83K
NVIDIA CORPORATION
SOLEShares157.09K
TypeSH
Market value$17.02M
6.02%
Sole
0.00
Shared
0.00
None
157.09K
WALMART INCORPORATED
SOLEShares121.62K
TypeSH
Market value$10.68M
3.77%
Sole
0.00
Shared
0.00
None
121.62K
ISHARES TR RUS 1000 GRW ETF
SOLEShares26.26K
TypeSH
Market value$9.48M
3.35%
Sole
0.00
Shared
0.00
None
26.26K
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.63K
TypeSH
Market value$8.85M
3.13%
Sole
0.00
Shared
0.00
None
45.63K
AMAZON COM INCORPORATED
SOLEShares45.83K
TypeSH
Market value$8.72M
3.08%
Sole
0.00
Shared
0.00
None
45.83K
AT&T INCORPORATED
SOLEShares289.71K
TypeSH
Market value$8.19M
2.90%
Sole
0.00
Shared
0.00
None
289.71K
MICROSOFT CORPORATION
SOLEShares21.29K
TypeSH
Market value$7.99M
2.83%
Sole
0.00
Shared
0.00
None
21.29K
META PLATFORMS INCORPORATED CLASS A
SOLEShares10.60K
TypeSH
Market value$6.11M
2.16%
Sole
0.00
Shared
0.00
None
10.60K
JPMORGAN CHASE & COMPANY.
SOLEShares24.79K
TypeSH
Market value$6.08M
2.15%
Sole
0.00
Shared
0.00
None
24.79K
CHEVRON CORPORATION NEW
SOLEShares25.41K
TypeSH
Market value$4.25M
1.50%
Sole
0.00
Shared
0.00
None
25.41K
CATERPILLAR INCORPORATED
SOLEShares12.78K
TypeSH
Market value$4.21M
1.49%
Sole
0.00
Shared
0.00
None
12.78K
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares7.91K
TypeSH
Market value$4.21M
1.49%
Sole
0.00
Shared
0.00
None
7.91K
VANGUARD GROWTH ETF
SOLEShares11.35K
TypeSH
Market value$4.21M
1.49%
Sole
0.00
Shared
0.00
None
11.35K
BOSTON SCIENTIFIC CORPORATION
SOLEShares39.48K
TypeSH
Market value$3.98M
1.41%
Sole
0.00
Shared
0.00
None
39.48K
VISA INCORPORATED COM CLASS A
SOLEShares11.03K
TypeSH
Market value$3.87M
1.37%
Sole
0.00
Shared
0.00
None
11.03K
AFLAC INCORPORATED
SOLEShares34.34K
TypeSH
Market value$3.82M
1.35%
Sole
0.00
Shared
0.00
None
34.34K
MARATHON PETE CORPORATION
SOLEShares23.65K
TypeSH
Market value$3.45M
1.22%
Sole
0.00
Shared
0.00
None
23.65K
SALESFORCE INCORPORATED
SOLEShares12.28K
TypeSH
Market value$3.30M
1.17%
Sole
0.00
Shared
0.00
None
12.28K
MOTOROLA SOLUTIONS INCORPORATED COM NEW
SOLEShares7.21K
TypeSH
Market value$3.16M
1.12%
Sole
0.00
Shared
0.00
None
7.21K
ISHARES TR U.S. TECH ETF
SOLEShares22.19K
TypeSH
Market value$3.12M
1.10%
Sole
0.00
Shared
0.00
None
22.19K
DTE ENERGY COMPANY
SOLEShares22.43K
TypeSH
Market value$3.10M
1.10%
Sole
0.00
Shared
0.00
None
22.43K
ORACLE CORPORATION
SOLEShares21.37K
TypeSH
Market value$2.99M
1.06%
Sole
0.00
Shared
0.00
None
21.37K
EXXON MOBIL CORPORATION
SOLEShares24.32K
TypeSH
Market value$2.89M
1.02%
Sole
0.00
Shared
0.00
None
24.32K
BANK AMERICA CORPORATION
SOLEShares65.76K
TypeSH
Market value$2.74M
0.97%
Sole
0.00
Shared
0.00
None
65.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCORPORATEDSOLE | COM | 120.83K | SH | $26.84M 9.49% | 0.00 | 0.00 | 120.83K |
NVIDIA CORPORATIONSOLE | COM | 157.09K | SH | $17.02M 6.02% | 0.00 | 0.00 | 157.09K |
WALMART INCORPORATEDSOLE | COM | 121.62K | SH | $10.68M 3.77% | 0.00 | 0.00 | 121.62K |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 26.26K | SH | $9.48M 3.35% | 0.00 | 0.00 | 26.26K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.63K | SH | $8.85M 3.13% | 0.00 | 0.00 | 45.63K |
AMAZON COM INCORPORATEDSOLE | COM | 45.83K | SH | $8.72M 3.08% | 0.00 | 0.00 | 45.83K |
AT&T INCORPORATEDSOLE | COM | 289.71K | SH | $8.19M 2.90% | 0.00 | 0.00 | 289.71K |
MICROSOFT CORPORATIONSOLE | COM | 21.29K | SH | $7.99M 2.83% | 0.00 | 0.00 | 21.29K |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 10.60K | SH | $6.11M 2.16% | 0.00 | 0.00 | 10.60K |
JPMORGAN CHASE & COMPANY.SOLE | COM | 24.79K | SH | $6.08M 2.15% | 0.00 | 0.00 | 24.79K |
CHEVRON CORPORATION NEWSOLE | COM | 25.41K | SH | $4.25M 1.50% | 0.00 | 0.00 | 25.41K |
CATERPILLAR INCORPORATEDSOLE | COM | 12.78K | SH | $4.21M 1.49% | 0.00 | 0.00 | 12.78K |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.91K | SH | $4.21M 1.49% | 0.00 | 0.00 | 7.91K |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.35K | SH | $4.21M 1.49% | 0.00 | 0.00 | 11.35K |
BOSTON SCIENTIFIC CORPORATIONSOLE | COM | 39.48K | SH | $3.98M 1.41% | 0.00 | 0.00 | 39.48K |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.03K | SH | $3.87M 1.37% | 0.00 | 0.00 | 11.03K |
AFLAC INCORPORATEDSOLE | COM | 34.34K | SH | $3.82M 1.35% | 0.00 | 0.00 | 34.34K |
MARATHON PETE CORPORATIONSOLE | COM | 23.65K | SH | $3.45M 1.22% | 0.00 | 0.00 | 23.65K |
SALESFORCE INCORPORATEDSOLE | COM | 12.28K | SH | $3.30M 1.17% | 0.00 | 0.00 | 12.28K |
MOTOROLA SOLUTIONS INCORPORATED COM NEWSOLE | COM NEW | 7.21K | SH | $3.16M 1.12% | 0.00 | 0.00 | 7.21K |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 22.19K | SH | $3.12M 1.10% | 0.00 | 0.00 | 22.19K |
DTE ENERGY COMPANYSOLE | COM | 22.43K | SH | $3.10M 1.10% | 0.00 | 0.00 | 22.43K |
ORACLE CORPORATIONSOLE | COM | 21.37K | SH | $2.99M 1.06% | 0.00 | 0.00 | 21.37K |
EXXON MOBIL CORPORATIONSOLE | COM | 24.32K | SH | $2.89M 1.02% | 0.00 | 0.00 | 24.32K |
BANK AMERICA CORPORATIONSOLE | COM | 65.76K | SH | $2.74M 0.97% | 0.00 | 0.00 | 65.76K |
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