Gilliland Jeter Wealth Management LLC
Top Portfolio Positions
129 positions ·
$252,376,585 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
111,533 | $28,305,960 | 11.22% | |
| NVDA |
Nvidia Corp
Technology
|
149,559 | $26,083,089 | 10.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
114,928 | $14,283,251 | 5.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,966 | $9,156,798 | 3.63% | |
| CAT |
Caterpillar Inc
Industrials
|
12,148 | $8,606,372 | 3.41% | |
| T |
At&T Inc.
Communication Services
|
284,248 | $8,240,349 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
19,518 | $7,224,978 | 2.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,331 | $6,863,046 | 2.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,740 | $6,716,806 | 2.66% | |
| MPC |
Marathon Petroleum Corp
Energy
|
22,033 | $5,380,017 | 2.13% |
Portfolio Trend
Holdings in CGO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,422 | 20,576 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $234,360 | 20,576 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $247,735 | 20,576 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $240,944 | 20,576 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $212,550 | 20,576 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $234,360 | 20,576 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $245,883 | 20,576 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $227,982 | 20,576 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $213,990 | 20,576 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $164,130 | 18,076 | Shares | Sole | 2024-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||