Gilliland Jeter Wealth Management LLC

2. Key Holdings

The portfolio is heavily anchored in large-cap technology and consumer staples, with a distinct preference for liquidity and market leaders.

• Apple Inc. (AAPL) is the dominant position, comprising 9.22% of the portfolio ($30.52M). This is a massive new position, indicating a strong conviction in Apple's stability and growth potential.
• NVIDIA Corporation (NVDA) follows as the second-largest holding at 8.41% ($27.82M). The firm maintained its stake in NVIDIA, adding minimally (+$5.96K), suggesting a "hold" strategy on this existing core position while deploying new capital elsewhere.
• Walmart Inc. (WMT) represents the third-largest holding at 3.91% ($12.92M). As a new position, it signals a defensive tilt toward consumer cyclicals/defensives.
• ETF Exposure: The firm utilizes ETFs for core exposure, with iShares Russell 1000 Growth (IWF) and Vanguard Dividend Appreciation (VIG) taking prominent spots ($12.10M and $10.02M respectively).