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Home > Institutional Investor > Gilliland Jeter Wealth Management Llc > Profile

Instuitional Investor - Gilliland Jeter Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Gilliland Jeter Wealth Management Llc
Portfolio Value $241,804,291
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 138,876 $26,737,745 11.05%
2.
Microsoft Corp
 MSFT 24,068 $9,050,481 3.74%
3.
Nvidia Corp
 NVDA 156,360 $7,743,188 3.2%
4.
Ishares Trust
 IEF 25,015 $7,583,886 3.13%
5.
Vanguard Dividend Appreciation Etf
 43,943 $7,487,940 3.09%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)