Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GILLILAND JETER WEALTH MANAGEMENT LLC 05-02-2024 03-31-2024 633 287,118,980
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INCORPORATED COM 1 $23,584,401 137,534 0.01 0.01 -1,342 -0.97 03-31-2024
NVIDIA CORPORATION COM 2 $13,942,944 15,431 0.00 0.00 -205 -1.31 03-31-2024
MICROSOFT CORPORATION COM 3 $9,956,427 23,665 0.00 0.00 -403 -1.67 03-31-2024
AMAZON COM INCORPORATED COM 4 $8,598,715 47,670 0.00 0.00 -402 -0.84 03-31-2024
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