GJWM

Gilliland Jeter Wealth Management Portfolio holdings

AUM $307M
1-Year Est. Return 22.04%
This Quarter Est. Return
1 Year Est. Return
+22.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$396K
3
+$365K
4
PLTR icon
Palantir
PLTR
+$309K
5
GEV icon
GE Vernova
GEV
+$306K

Top Sells

1
+$754K
2
+$666K
3
+$400K
4
GLD icon
SPDR Gold Trust
GLD
+$384K
5
FI icon
Fiserv
FI
+$353K

Sector Composition

1 Technology 27.02%
2 Financials 12.11%
3 Communication Services 7.71%
4 Energy 6.67%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.46T
$24.5M 7.99%
155,223
-1,862
AAPL icon
2
Apple
AAPL
$3.74T
$24M 7.83%
117,157
-3,677
WMT icon
3
Walmart
WMT
$859B
$11.8M 3.86%
121,086
-536
IWF icon
4
iShares Russell 1000 Growth ETF
IWF
$122B
$11.2M 3.64%
26,352
+95
MSFT icon
5
Microsoft
MSFT
$3.82T
$10.3M 3.36%
20,756
-533
AMZN icon
6
Amazon
AMZN
$2.27T
$9.89M 3.22%
45,100
-732
VIG icon
7
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$9.34M 3.04%
45,612
-21
T icon
8
AT&T
T
$188B
$8.33M 2.71%
287,921
-1,787
META icon
9
Meta Platforms (Facebook)
META
$1.8T
$8.22M 2.68%
11,139
+537
JPM icon
10
JPMorgan Chase
JPM
$810B
$7.13M 2.32%
24,586
-207
CAT icon
11
Caterpillar
CAT
$247B
$4.98M 1.62%
12,819
+40
VUG icon
12
Vanguard Growth ETF
VUG
$195B
$4.98M 1.62%
11,348
+1
ORCL icon
13
Oracle
ORCL
$830B
$4.61M 1.5%
21,093
-275
BSX icon
14
Boston Scientific
BSX
$147B
$4.22M 1.37%
39,310
-171
IYW icon
15
iShares US Technology ETF
IYW
$22.1B
$3.99M 1.3%
23,014
+828
V icon
16
Visa
V
$664B
$3.92M 1.28%
11,047
+16
MPC icon
17
Marathon Petroleum
MPC
$56.1B
$3.84M 1.25%
23,139
-514
BRK.B icon
18
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.83M 1.25%
7,881
-25
CVX icon
19
Chevron
CVX
$308B
$3.64M 1.18%
25,407
+2
AFL icon
20
Aflac
AFL
$57.6B
$3.61M 1.18%
34,232
-108
CRM icon
21
Salesforce
CRM
$231B
$3.29M 1.07%
12,071
-212
BAC icon
22
Bank of America
BAC
$376B
$3.08M 1%
65,142
-621
AVGO icon
23
Broadcom
AVGO
$1.65T
$3.08M 1%
11,165
-1,149
DTE icon
24
DTE Energy
DTE
$29.5B
$2.97M 0.97%
22,425
IVV icon
25
iShares Core S&P 500 ETF
IVV
$660B
$2.94M 0.96%
4,731
-74
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