Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GILLILAND JETER WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 633 | 287,118,980 |
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 |