AI Portfolio Summary
In 2025 Q4, Gilliland Jeter Wealth Management LLC maintained a portfolio of 182 distinct positions. They heavily accumulated shares in NVIDIA CORPORATION, increasing their position by 0.0%. Conversely, Gilliland Jeter Wealth Management LLC completely exited their position in 89BIO INCORPORATED.
Total Positions
182
Quarter
2025 Q4
Top Holding
AAPL (9.2%)
Top 10 Concentration
41.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 182
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INCORPORA...
|
Technology | 9.22% | 8.92% |
#1
Prev: #1
|
6.2 | -1,272 | -1.1% |
P
S
|
112,262 | $30,519,498 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.41% | 8.59% |
#2
Prev: #2
|
5.4 | 32 | 0.0% |
P
S
|
149,179 | $27,821,838 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INCORPO...
|
Consumer Defensive | 3.91% | 3.77% |
#3
Prev: #3
|
3.1 | -2,375 | -2.0% |
P
S
|
116,001 | $12,923,663 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR RUS ...
|
ETF | 3.66% | 3.67% |
#4
Prev: #4
|
2.5 | 185 | 0.7% |
P
S
|
25,558 | $12,096,496 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INCO...
|
Consumer Cyclical | 3.07% | 3.06% |
#5
1
Prev: #6
|
2.2 | -1,071 | -2.4% |
P
S
|
44,050 | $10,167,621 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD DIVIDE...
|
ETF | 3.03% | 3.04% |
#6
1
Prev: #7
|
1.7 | -31 | -0.1% |
P
S
|
45,581 | $10,017,872 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORPO...
|
Technology | 2.88% | 3.18% |
#7
2
Prev: #5
|
1.7 | -175 | -0.9% |
P
S
|
19,721 | $9,537,396 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.34% | 2.53% |
#8
Prev: #8
|
2.9 | 579 | 5.2% |
P
S
|
11,735 | $7,746,325 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.30% | 2.32% |
#9
1
Prev: #10
|
1.4 | -242 | -1.0% |
P
S
|
23,568 | $7,594,001 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INCORPORAT...
|
Communication Services | 2.17% | 2.48% |
#10
1
Prev: #9
|
1.4 | 3,875 | 1.4% |
P
S
|
288,665 | $7,170,446 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 2.11% | 1.80% |
#11
Prev: #11
|
1.3 | -4 | -0.0% |
P
S
|
12,196 | $6,986,903 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD GROWTH...
|
Warrant | 1.68% | 1.69% |
#12
1
Prev: #13
|
1.2 | -12 | -0.1% |
P
S
|
11,425 | $5,573,950 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IYW
ISHARES TR U.S....
|
ETF | 1.45% | 1.37% |
#13
1
Prev: #14
|
2.6 | 1,282 | 5.6% |
P
S
|
24,027 | $4,797,707 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INCORP...
|
Communication Services | 1.40% | 1.11% |
#14
9
Prev: #23
|
1.1 | 21 | 0.1% |
P
S
|
14,794 | $4,642,441 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.27% | 1.10% |
#15
9
Prev: #24
|
1.0 | -1,935 | -7.3% |
P
S
|
24,566 | $4,205,168 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR CORE...
|
ETF | 1.27% | 1.11% |
#16
6
Prev: #22
|
2.5 | 745 | 13.8% |
P
S
|
6,139 | $4,204,768 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 1.18% | 1.76% |
#17
5
Prev: #12
|
1.0 | -235 | -1.2% |
P
S
|
20,084 | $3,914,524 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.17% | 1.21% |
#18
2
Prev: #16
|
1.0 | 273 | 1.1% |
P
S
|
25,501 | $3,886,586 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INCORPORAT...
|
Financial Services | 1.17% | 1.16% |
#19
1
Prev: #20
|
1.0 | -22 | -0.2% |
P
S
|
11,026 | $3,867,094 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.11% | 1.18% |
#20
2
Prev: #18
|
0.9 | -259 | -3.4% |
P
S
|
7,335 | $3,686,938 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AFL
AFLAC INCORPORA...
|
Financial Services | 1.11% | 1.18% |
#21
4
Prev: #17
|
0.9 | -825 | -2.4% |
P
S
|
33,419 | $3,685,079 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INCO...
|
Technology | 1.11% | 1.02% |
#22
4
Prev: #26
|
0.9 | -118 | -0.8% |
P
S
|
13,870 | $3,674,380 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INCORP...
|
Technology | 1.09% | 1.14% |
#23
2
Prev: #21
|
0.9 | -733 | -6.6% |
P
S
|
10,416 | $3,605,067 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 1.09% | 1.17% |
#24
5
Prev: #19
|
0.9 | -1,083 | -2.8% |
P
S
|
37,754 | $3,599,844 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MPC
MARATHON PETE C...
|
Energy | 1.09% | 1.31% |
#25
10
Prev: #15
|
0.9 | -4 | -0.0% |
P
S
|
22,085 | $3,591,621 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETNB
89BIO INCORPORA...
|
Unknown | 0.00% | 0.27% |
Sold All 😨
(Was: #73) |
0.0 | -60,499 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALE
ALLETE INCORPOR...
|
Utilities | 0.00% | 0.27% |
Sold All 😨
(Was: #74) |
0.0 | -13,096 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRDM
IRIDIUM COMMUNI...
|
Communication Services | 0.00% | 0.18% |
Sold All 😨
(Was: #104) |
0.0 | -33,882 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMD
NYLI MACKAY DEF...
|
Financial Services | 0.00% | 0.08% |
Sold All 😨
(Was: #158) |
0.0 | -16,177 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETR
ENTERGY CORPORA...
|
Utilities | 0.00% | 0.07% |
Sold All 😨
(Was: #164) |
0.0 | -2,421 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HON
HONEYWELL INTER...
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #168) |
0.0 | -990 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHY
CALAMOS CONV & ...
|
Financial Services | 0.00% | 0.04% |
Sold All 😨
(Was: #170) |
0.0 | -10,505 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHOT
SAFETY SHOT INC...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #172) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 182 holdings