Long-term investor
Gilliland Jeter Wealth Management LLC @gillilandjeterwealthmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002009886).
Record
- Tracked since 2025-06-30 (448 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.3% · long · since 2025-06-30
- NVDA · 7.9% · long · since 2025-06-30
- WMT · 3.4% · long · since 2025-06-30
- CAT · 3.4% · long · since 2025-06-30
- 464287614 · 3.3% · long · since 2025-06-30
- 921908844 · 2.8% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- 512807306 · 2.6% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- META · 1.8% · long · since 2025-06-30
- 464287200 · 1.6% · long · since 2025-06-30