GJWM
Gilliland Jeter Wealth Management Portfolio holdings
AUM
$324M
1-Year Est. Return
25.3%
1 Year Est. Return
+25.3%
AUM
$307M
AUM Growth
+$24.2M
(+8.6%)
Holding
187
Top Buys
| 1 | +$435K | |
| 2 | +$396K | |
| 3 | +$365K | |
| 4 |
Palantir
PLTR
|
+$309K |
| 5 |
GE Vernova
GEV
|
+$306K |
Top Sells
| 1 | +$754K | |
| 2 | +$666K | |
| 3 | +$400K | |
| 4 |
SPDR Gold Trust
GLD
|
+$384K |
| 5 |
FISV
Fiserv Inc
FISV
|
+$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 | |
|---|---|---|---|---|---|---|
|
UNIT
176
Uniti Group
UNIT
$1.8B
| $82.8K | 0.03% |
19,172
|
|
||
|
SLI
177
Standard Lithium
SLI
$1.22B
| $24.3K | 0.01% |
12,384
|
|
||
|
BNKK
178
Bonk Inc
BNKK
$18.6M
| $3.3K | ﹤0.01% |
+286
|
|
||
179
Clorox
CLX
$13.4B
| – | – |
-1,400
|
|
||
|
FISV
180
Fiserv Inc
FISV
$35.7B
| – | – |
-1,598
|
|
||
181
Invesco Total Return Bond ETF
GTO
$2.03B
| – | – |
-4,387
|
|
||
182
Medtronic
MDT
$124B
| – | – |
-3,357
|
|
||
183
iShares S&P 100 ETF
OEF
$29.2B
| – | – |
-802
|
|
||
|
PMM
184
Putnam Managed Municipal Income
PMM
$268M
| – | – |
-12,138
|
|
||
|
SW
185
Smurfit Westrock
SW
$22.3B
| – | – |
-4,501
|
|
||
186
Halliburton
HAL
$27.4B
| – | – |
-26,255
|
|
||
187
lululemon athletica
LULU
$23.7B
| – | – |
-1,077
|
|