Gilliland Jeter Wealth Management LLC

Q3 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
172
Total value ($000)
$324,018
Net value change ($000)
+16,921 (5.5%)
New positions
6
Sold out positions
12
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,872 20.3%
NVDA 3,304 13.5%
ENFR 1,413 NEW
ORCL 1,102 23.9%
LRCX 975 37.9%
CAT 845 17.0%
GOOGL 800 38.3%
GOOGL 701 24.2%
IWF 696 6.2%
IVV 673 22.9%
Top Reduces (Value $000, Stocks/ETFs)
INSP -1,519 -100.0%
UNH -1,084 -100.0%
KEYS -785 -100.0%
SKYY -554 -45.9%
IRDM -511 -46.3%
BSX -430 -10.2%
SPGI -399 -35.3%
ISRG -395 -14.8%
UPS -387 -100.0%
PLTR -309 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type