Gilliland Jeter Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
174
Total value ($000)
$330,844
Net value change ($000)
+6,826 (2.1%)
New positions
10
Sold out positions
8
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,610 5.6%
CAT 1,166 20.0%
GOOGL 1,044 29.0%
JHX 1,038 NEW
QQQ 828 59.2%
WMT 724 5.9%
GOOGL 695 24.1%
LRCX 657 18.5%
IVV 595 16.5%
ISRG 516 22.7%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,799 -31.5%
89bio, Inc. -889 -100.0%
T -872 -10.8%
ALE -870 -100.0%
MSFT -768 -7.5%
MPC -665 -15.6%
IRDM -592 -100.0%
META -447 -5.5%
MSI -428 -16.1%
DTE -280 -8.8%
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