Gilliland Jeter Wealth Management LLC

CIK

2009886

Location

LITTLE ROCK, AR

Portfolio Value

Small $255,882,412

Diversification

Diversified

Filing Date

Global Rank

#3,715 / 8,605 ▲ 110 · as of Mar 2026

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.2%

SPY

+54.1%

Annualised alpha

-0.6%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

130 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.1%

−0.9 pts

Top 5

33.8%

−1.9 pts

Top 10

47.2%

−1.6 pts

HHI

364

Diversified−32

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$83,863,923	18
Financial Services	14.7%	$37,541,295	30
Energy	10.9%	$27,925,109	15
Industrials	8.7%	$22,341,234	18
Consumer Defensive	7.9%	$20,332,238	7
Communication Services	7.8%	$20,002,956	6
Healthcare	6.7%	$17,185,616	15
Consumer Cyclical	4.7%	$12,146,681	6
Utilities	2.2%	$5,695,628	3
Unclassified	1.9%	$4,779,039	3
Basic Materials	0.9%	$2,301,323	5
Real Estate	0.7%	$1,767,370	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+88,062	147,835	$2,313,617
SMR	NUSCALE POWER Corp	+5,961	18,270	$198,046
CRM	Salesforce, Inc.	+2,068	15,938	$2,975,146
BTO	John Hancock Financial Opportunities Fund	+1,118	37,387	$1,341,071
SNOW	Snowflake Inc.	+951	4,993	$753,044
QQQ	Invesco Qqq Trust, Series 1	+701	4,324	$2,495,726
NVDA	Nvidia Corp	+380	149,559	$26,083,089
BAC	Bank Of America Corp /De/	+366	65,633	$3,199,608
VZ	Verizon Communications Inc	+353	25,053	$1,257,660
TSLA	Tesla, Inc.	+343	2,241	$833,091
LNG	Cheniere Energy, Inc.	+320	3,099	$879,372
GDV	Gabelli Dividend & Income Trust	+301	26,258	$707,127
BP	Bp PLC	+237	56,687	$2,664,289
CCD	Calamos Dynamic Convertible & Income Fund	+136	17,373	$370,913
SPY	Spdr S&P 500 ETF Trust	+133	2,891	$1,880,132
PGR	Progressive Corp/Oh/	+131	3,371	$668,267
HD	Home Depot, Inc.	+59	1,414	$465,050
SHOP	Shopify Inc.	+55	3,100	$367,722
AXP	American Express Co	+54	687	$207,803
V	Visa Inc.	+52	11,078	$3,348,214
ACV	Virtus Diversified Income & Convertible Fund	+51	25,149	$611,120
OZK	Bank OZK	+43	12,650	$580,508
SFNC	Simmons First National Corp	+40	12,095	$235,247
RPM	Rpm International Inc/De/	+34	6,764	$672,341
PFE	Pfizer Inc	+31	22,529	$632,614
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−4,417	284,248	$8,240,349
CCI	Crown Castle Inc.	−2,206	6,823	$554,778
LRCX	Lam Research Corp	−1,926	22,640	$4,837,262
MU	Micron Technology Inc	−1,082	2,809	$948,992
WMT	Walmart Inc.	−1,073	114,928	$14,283,251
HAL	Halliburton Co	−1,040	6,060	$236,279
AAPL	Apple Inc.	−729	111,533	$28,305,960
CVX	Chevron Corp	−699	24,802	$5,131,533
BX	Blackstone Inc.	−535	4,716	$542,292
WMB	Williams Companies, Inc.	−390	37,017	$2,694,097
SPGI	S&P Global Inc.	−356	985	$418,959
NOW	ServiceNow, Inc.	−340	4,185	$437,541
PSX	Phillips 66	−290	2,030	$369,825
PANW	Palo Alto Networks Inc	−280	5,671	$909,174
JPM	Jpmorgan Chase & Co	−237	23,331	$6,863,046
COP	Conocophillips	−215	22,694	$2,995,608
MSFT	Microsoft Corp	−203	19,518	$7,224,978
XOM	Exxon Mobil Corp	−131	20,574	$3,490,584
WCN	Waste Connections, Inc.	−118	6,141	$997,544
JCI	Johnson Controls International plc	−116	23,927	$3,133,240
ISRG	Intuitive Surgical Inc	−108	4,816	$2,220,127
JBHT	Hunt J B Transport Services Inc	−102	5,807	$1,230,503
MDLZ	Mondelez International, Inc.	−85	6,823	$393,277
AMZN	Amazon Com Inc	−84	43,966	$9,156,798
ICE	Intercontinental Exchange, Inc.	−82	3,756	$590,743
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
DSGX	Descartes Systems Group Inc	4,870	$348,497
EOG	Eog Resources Inc	2,112	$305,331
GPN	Global Payments Inc	4,460	$300,158
TTE	TotalEnergies SE	3,000	$272,940
NFLX	Netflix Inc	2,823	$271,431
HON	Honeywell International Inc	972	$219,701
KO	Coca Cola Co	2,676	$203,509
BMY	Bristol Myers Squibb Co	3,312	$200,872
MPWR	Monolithic Power Systems Inc	183	$200,083
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
DRI	Darden Restaurants Inc	2,180	$401,163
IAU	Ishares Gold Trust	3,839	$311,611
FIS	Fidelity National Information Services, Inc.	4,064	$270,093
QCOM	Qualcomm Inc/De	1,392	$238,101
IIIV	i3 Verticals, Inc.	8,400	$211,596
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

130 positions · $255,882,412 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 130 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	111,533	-729	$28,305,960	−7.3%	11.06%
NVDA	Nvidia Corp Technology	Added	149,559	+380	$26,083,089	−6.2%	10.19%
WMT	Walmart Inc. Consumer Defensive	Reduced	114,928	-1,073	$14,283,251	+10.5%	5.58%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,966	-84	$9,156,798	−9.9%	3.58%
CAT	Caterpillar Inc Industrials	Reduced	12,148	-48	$8,606,372	+23.2%	3.36%
T	At&T Inc. Communication Services	Reduced	284,248	-4,417	$8,240,349	+14.9%	3.22%
MSFT	Microsoft Corp Technology	Reduced	19,518	-203	$7,224,978	−24.2%	2.82%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,331	-237	$6,863,046	−9.6%	2.68%
META	Meta Platforms, Inc. Communication Services	Added	11,740	+5	$6,716,806	−13.3%	2.62%
MPC	Marathon Petroleum Corp Energy	Reduced	22,033	-52	$5,380,017	+49.8%	2.10%
CVX	Chevron Corp Energy	Reduced	24,802	-699	$5,131,533	+32.0%	2.01%
LRCX	Lam Research Corp Technology	Reduced	22,640	-1,926	$4,837,262	+15.0%	1.89%
AFL	Aflac Inc Financial Services	Added	33,426	+7	$3,667,166	−0.5%	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,316	-19	$3,505,827	−4.9%	1.37%
XOM	Exxon Mobil Corp Energy	Reduced	20,574	-131	$3,490,584	+40.1%	1.36%
V	Visa Inc. Financial Services	Added	11,078	+52	$3,348,214	−13.4%	1.31%
GOOGL	Alphabet Inc. Communication Services	Added	11,477	+27	$3,300,326	−7.9%	1.29%
DTE	Dte Energy Co Utilities	Held	22,425	0	$3,278,983	+13.4%	1.28%
AVGO	Broadcom Inc. Technology	Added	10,421	+5	$3,225,403	−10.5%	1.26%
BAC	Bank Of America Corp /De/ Financial Services	Added	65,633	+366	$3,199,608	−10.9%	1.25%
JCI	Johnson Controls International plc Industrials	Reduced	23,927	-116	$3,133,240	+8.8%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	12,546	-25	$3,066,744	+17.9%	1.20%
COP	Conocophillips Energy	Reduced	22,694	-215	$2,995,608	+39.7%	1.17%
CRM	Salesforce, Inc. Technology	Added	15,938	+2,068	$2,975,146	−19.0%	1.16%
ORCL	Oracle Corp Technology	Added	20,092	+8	$2,955,734	−24.5%	1.16%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,729	-1	$2,854,361	+14.3%	1.12%
WMB	Williams Companies, Inc. Energy	Reduced	37,017	-390	$2,694,097	+19.8%	1.05%
BP	Bp PLC Energy	Added	56,687	+237	$2,664,289	+35.9%	1.04%
MSI	Motorola Solutions, Inc. Technology	Reduced	5,799	-15	$2,516,592	+12.9%	0.98%
QQQ	Invesco Qqq Trust, Series 1	Added	4,324	+701	$2,495,726	+12.1%	0.98%
BSX	Boston Scientific Corp Healthcare	Held	37,754	0	$2,369,063	−34.2%	0.93%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	147,835	+88,062	$2,313,617	+123.1%	0.90%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	4,816	-108	$2,220,127	−20.4%	0.87%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	12,729	-29	$2,104,612	+2.8%	0.82%
AEP	American Electric Power Co Inc Utilities	Held	15,348	0	$2,011,815	+13.7%	0.79%
CB	Chubb Ltd Financial Services	Reduced	6,162	-59	$2,008,380	+3.4%	0.78%
ALL	Allstate Corp Financial Services	Reduced	9,531	-37	$1,976,157	−0.8%	0.77%
SPY	Spdr S&P 500 ETF Trust	Added	2,891	+133	$1,880,132	−0.0%	0.73%
DTM	DT Midstream, Inc. Energy	Held	11,212	0	$1,509,920	+12.5%	0.59%
UNP	Union Pacific Corp Industrials	Added	6,102	+3	$1,480,467	+4.9%	0.58%
LLY	ELI LILLY & Co Healthcare	Added	1,592	+15	$1,464,273	−13.6%	0.57%
BTO	John Hancock Financial Opportunities Fund Financial Services	Added	37,387	+1,118	$1,341,071	+5.4%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,264	0	$1,259,487	+15.5%	0.49%
VZ	Verizon Communications Inc Communication Services	Added	25,053	+353	$1,257,660	+25.0%	0.49%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	5,807	-102	$1,230,503	+7.2%	0.48%
BE	Bloom Energy Corp Industrials	Held	8,700	0	$1,178,763	+55.9%	0.46%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,948	-58	$1,148,009	+0.1%	0.45%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,836	-49	$1,091,709	+3.2%	0.43%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	13,723	+1	$1,079,451	+6.8%	0.42%
NVS	Novartis AG Healthcare	Reduced	6,698	-55	$1,023,119	+9.9%	0.40%