Filed: 7/24/2025ACC: 0002009886-25-000005
📋 What this filing means
GILLILAND JETER WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $307.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$307.10M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$198.90M64.8%
RUS 1000 GRW ETF$11.19M3.6%
COM NEW$11.17M3.6%
CL A$11.08M3.6%
DIV APP ETF$9.34M3.0%
GROWTH ETF$4.98M1.6%
COM CL A$4.36M1.4%
Portfolio Concentration
Top 3$60.40M19.7%
4–10$64.42M21.0%
11–25$56.97M18.6%
Rest$125.30M40.8%
Top 3 weight
19.7%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
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
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings178
Rows:
NVIDIA CORPORATION
SOLEShares155.22K
TypeSH
Market value$24.52M
7.99%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares117.16K
TypeSH
Market value$24.04M
7.83%
Sole
0.00
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares121.09K
TypeSH
Market value$11.84M
3.86%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR RUS 1000 GRW ETF
SOLEShares26.35K
TypeSH
Market value$11.19M
3.64%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares20.76K
TypeSH
Market value$10.32M
3.36%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares45.10K
TypeSH
Market value$9.89M
3.22%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares45.61K
TypeSH
Market value$9.34M
3.04%
Sole
0.00
Shared
0.00
None
0.00
AT&T INCORPORATED
SOLEShares287.92K
TypeSH
Market value$8.33M
2.71%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares11.14K
TypeSH
Market value$8.22M
2.68%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares24.59K
TypeSH
Market value$7.13M
2.32%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR INCORPORATED
SOLEShares12.82K
TypeSH
Market value$4.98M
1.62%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares11.35K
TypeSH
Market value$4.98M
1.62%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares21.09K
TypeSH
Market value$4.61M
1.50%
Sole
0.00
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORPORATION
SOLEShares39.31K
TypeSH
Market value$4.22M
1.37%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR U.S. TECH ETF
SOLEShares23.01K
TypeSH
Market value$3.99M
1.30%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares11.05K
TypeSH
Market value$3.92M
1.28%
Sole
0.00
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares23.14K
TypeSH
Market value$3.84M
1.25%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares7.88K
TypeSH
Market value$3.83M
1.25%
Sole
0.00
Shared
0.00
None
0.00
CHEVRON CORPORATION NEW
SOLEShares25.41K
TypeSH
Market value$3.64M
1.18%
Sole
0.00
Shared
0.00
None
0.00
AFLAC INCORPORATED
SOLEShares34.23K
TypeSH
Market value$3.61M
1.18%
Sole
0.00
Shared
0.00
None
0.00
SALESFORCE INCORPORATED
SOLEShares12.07K
TypeSH
Market value$3.29M
1.07%
Sole
0.00
Shared
0.00
None
0.00
BANK AMERICA CORPORATION
SOLEShares65.14K
TypeSH
Market value$3.08M
1.00%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares11.16K
TypeSH
Market value$3.08M
1.00%
Sole
0.00
Shared
0.00
None
0.00
DTE ENERGY COMPANY
SOLEShares22.43K
TypeSH
Market value$2.97M
0.97%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR CORE S&P500 ETF
SOLEShares4.73K
TypeSH
Market value$2.94M
0.96%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 155.22K | SH | $24.52M 7.99% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 117.16K | SH | $24.04M 7.83% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 121.09K | SH | $11.84M 3.86% | 0.00 | 0.00 | 0.00 |
ISHARES TR RUS 1000 GRW ETFSOLE | RUS 1000 GRW ETF | 26.35K | SH | $11.19M 3.64% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 20.76K | SH | $10.32M 3.36% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 45.10K | SH | $9.89M 3.22% | 0.00 | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | DIV APP ETF | 45.61K | SH | $9.34M 3.04% | 0.00 | 0.00 | 0.00 |
AT&T INCORPORATEDSOLE | COM | 287.92K | SH | $8.33M 2.71% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 11.14K | SH | $8.22M 2.68% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 24.59K | SH | $7.13M 2.32% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCORPORATEDSOLE | COM | 12.82K | SH | $4.98M 1.62% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 11.35K | SH | $4.98M 1.62% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 21.09K | SH | $4.61M 1.50% | 0.00 | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPORATIONSOLE | COM | 39.31K | SH | $4.22M 1.37% | 0.00 | 0.00 | 0.00 |
ISHARES TR U.S. TECH ETFSOLE | U.S. TECH ETF | 23.01K | SH | $3.99M 1.30% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 11.05K | SH | $3.92M 1.28% | 0.00 | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 23.14K | SH | $3.84M 1.25% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 7.88K | SH | $3.83M 1.25% | 0.00 | 0.00 | 0.00 |
CHEVRON CORPORATION NEWSOLE | COM | 25.41K | SH | $3.64M 1.18% | 0.00 | 0.00 | 0.00 |
AFLAC INCORPORATEDSOLE | COM | 34.23K | SH | $3.61M 1.18% | 0.00 | 0.00 | 0.00 |
SALESFORCE INCORPORATEDSOLE | COM | 12.07K | SH | $3.29M 1.07% | 0.00 | 0.00 | 0.00 |
BANK AMERICA CORPORATIONSOLE | COM | 65.14K | SH | $3.08M 1.00% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 11.16K | SH | $3.08M 1.00% | 0.00 | 0.00 | 0.00 |
DTE ENERGY COMPANYSOLE | COM | 22.43K | SH | $2.97M 0.97% | 0.00 | 0.00 | 0.00 |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 4.73K | SH | $2.94M 0.96% | 0.00 | 0.00 | 0.00 |
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