|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Gilliland Jeter Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 324403 |
| SEC # | 801-127199 |
| CIK # | 0002009886 |
| AUM | $505.3 M (2025-02-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 501-902-4951 |
| Address | 5619 R Street Little Rock, AR 72207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 24.5 | ||
| Apple Inc | 24.0 | ||
| Wal Mart Stores Inc | 11.8 | ||
| Microsoft Corp | 10.3 | ||
| Amazon Com Inc | 9.9 | ||
| AT&T Inc | 8.3 | ||
| Facebook Inc | 8.2 | ||
| J P Morgan Chase & Co | 7.1 | ||
| Caterpillar Inc | 5.0 | ||
| Oracle Corp | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 111.2 |
| (b) Individuals (high net worth individuals) | 52 | 356.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 1.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 31.1 |
| (n) Other | 0 | 0.0 |
| Total | 892 | 505.3 |
| By Discretionary | ||
| Discretionary | 841 | 469.8 |
| Non-Discretionary | 51 | 35.5 |
| Total | 892 | 505.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.3 | |
| Total | 892 | 505.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009886] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Argonautica Private Wealth Management Inc
✚
|
MA | 0.5 |
|
Tempus Wealth Planning LLC
✚
|
CA | 0.5 |
|
Kelly Financial Services LLC
✚
|
MA | 0.5 |
|
Whitener Capital Management Inc
✚
|
NC | 0.5 |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.5 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.5 |
|
BNA Wealth Inc
✚
|
SC | 0.5 |
|
Paulson Wealth Management Inc
✚
|
FL | 0.5 |
|
Capital Advisers Inc
✚
|
NC | 0.5 |
|
HT Partners LLC
✚
|
CT | 0.5 |