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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 $296,275,091
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 125,309 $31,379,840 10.59%
2.
Nvidia Corp
 NVDA 151,971 $20,408,217 6.88%
3.
Walmart Inc.
 WMT 123,547 $11,162,453 3.76%
4.
Ishares Trust
 IEF 25,912 $10,405,616 3.51%
5.
Amazon Com Inc
 AMZN 46,297 $10,157,099 3.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)