Gilliland Jeter Wealth Management LLC

13F filer, CIK 2009886, LITTLE ROCK, AR

Gilliland Jeter Wealth Management LLC reported $296,275,091 across 173 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 40.87% of the portfolio.

Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002009886-25-000001

Period: 2024-12-31
Reported value: $296M
Holdings: 173
Top 10 weight: 40.87%
New: 0
Sold out: 492

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PANWadded	+3,549	$646K
NVDAadded	+4,469	$600K
IVVadded	+712	$419K
HALadded	+7,145	$194K
DYNFadded	+3,453	$177K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
LAM RESEARCH CORPexited	-2,584	-$2.11M
HOMBreduced	-18,800	-$532K
AAPLreduced	-1,704	-$427K
BLACKROCK INCexited	-429	-$407K
SOexited	-4,346	-$392K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002009886-25-000001, largest first. % of portfolio is the value over $296,275,091, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	125,309	$31.4M	10.59%	-1,704	Timeline
NVDANVIDIA CORPORATION	151,971	$20.4M	6.89%	+4,469	Timeline
WMTWALMART INC	123,547	$11.2M	3.77%	-276	Timeline
IWFISHARES TR	25,912	$10.4M	3.51%	+4	Timeline
AMZNAMAZON COM INC	46,297	$10.2M	3.43%	-283	Timeline
MSFTMICROSOFT CORP	23,088	$9.73M	3.28%	-31	Timeline
VIGVANGUARD SPECIALIZED FUNDS	46,489	$9.1M	3.07%	+676	Timeline
TAT&T INC	280,636	$6.39M	2.16%	-365	Timeline
METAMETA PLATFORMS INC	10,730	$6.28M	2.12%	-355	Timeline
JPMJPMORGAN CHASE & CO	25,324	$6.07M	2.05%	+63	Timeline
CATCATERPILLAR INC	13,154	$4.77M	1.61%	-6	Timeline
VUGVANGUARD INDEX FDS	11,319	$4.65M	1.57%	+145	Timeline
CRMSALESFORCE INC	12,463	$4.17M	1.41%	-341	Timeline
IYWISHARES TR	24,086	$3.84M	1.3%	-266	Timeline
MSIMOTOROLA SOLUTIONS INC	7,992	$3.69M	1.25%	-47	Timeline
CVXCHEVRON CORPORATION	25,390	$3.68M	1.24%	-697	Timeline
GOOGALPHABET INC	19,192	$3.65M	1.23%	-254	Timeline
ORCLORACLE CORP	21,878	$3.65M	1.23%	-7	Timeline
BSXBOSTON SCIENTIFIC CORP	40,576	$3.62M	1.22%	-921	Timeline
AFLAFLAC INC	34,773	$3.6M	1.21%	-24	Timeline
MPCMARATHON PETE CORP	25,709	$3.59M	1.21%	+240	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	7,906	$3.58M	1.21%	-56	Timeline
VVISA INC	11,315	$3.58M	1.21%	+8	Timeline
AVGOBROADCOM INC	13,822	$3.2M	1.08%	+82	Timeline
MRKMERCK & CO INC	29,932	$2.98M	1.01%	-1,632	Timeline
BACBANK OF AMER CORP	65,681	$2.89M	0.97%	-56	Timeline
IVVISHARES TR	4,678	$2.75M	0.93%	+712	Timeline
DTEDTE ENERGY CO	22,425	$2.71M	0.91%	0	Timeline
XOMEXXON MOBIL CORP	24,537	$2.64M	0.89%	-41	Timeline
ISRGINTUITIVE SURGICAL INC	5,020	$2.62M	0.88%	-19	Timeline
VTVVANGUARD INDEX FDS	15,402	$2.61M	0.88%	0	Timeline
COPCONOCOPHILLIPS	24,035	$2.38M	0.8%	+1,644	Timeline
IWDISHARES TR	12,871	$2.38M	0.8%	-81	Timeline
INSPINSPIRE MED SYS INC	12,723	$2.36M	0.8%	-100	Timeline
JCIJOHNSON CONTROLS INTERNATION	29,259	$2.31M	0.78%	-631	Timeline
GOOGLALPHABET INC	11,847	$2.24M	0.76%	+5	Timeline
UNHUNITEDHEALTH GROUP INC	4,319	$2.18M	0.74%	-76	Timeline
WMBWILLIAMS COS INC	39,873	$2.16M	0.73%	-131	Timeline
JNJJOHNSON & JOHNSON	12,771	$1.85M	0.62%	-270	Timeline
CBCHUBB LIMITED	6,635	$1.83M	0.62%	-104	Timeline
BPBP PLC	60,226	$1.78M	0.6%	-2,002	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	3,010	$1.76M	0.6%	+29	Timeline
MGKVANGUARD WORLD FD	5,073	$1.74M	0.59%	+7	Timeline
ALLALLSTATE CORP	8,447	$1.63M	0.55%	-121	Timeline
XLKSELECT SECTOR SPDR TR	6,991	$1.63M	0.55%	0	Timeline
UNPUNION PAC CORP	6,929	$1.58M	0.53%	-2	Timeline
PMPHILIP MORRIS INTL INC	13,113	$1.58M	0.53%	-1,250	Timeline
PREFPRINCIPAL EXCHANGE TRADED FD	79,132	$1.47M	0.5%	-1,960	Timeline
AEPAMERICAN ELEC PWR CO INC	15,348	$1.42M	0.48%	0	Timeline
PGPROCTER & GAMBLE CO	8,245	$1.38M	0.47%	+136	Timeline
PANWPALO ALTO NETWORKS INC	7,098	$1.29M	0.44%	+3,549	Timeline
BTOHANCOCK JOHN FINL OPPTYS	34,276	$1.22M	0.41%	-294	Timeline
XLISELECT SECTOR SPDR TR	9,224	$1.22M	0.41%	+4	Timeline
SPGIS&P GLOBAL INC	2,426	$1.21M	0.41%	-32	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	9,918	$1.18M	0.4%	0	Timeline
WCNWASTE CONNECTIONS INC	6,530	$1.12M	0.38%	0	Timeline
DTMDT MIDSTREAM INC	11,212	$1.11M	0.38%	0	Timeline
CADECADENCE BANK	32,249	$1.11M	0.37%	-252	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,195	$1.09M	0.37%	+3	Timeline
BXBLACKSTONE INC	6,210	$1.07M	0.36%	-5	Timeline
TJXTJX COS INC NEW	8,771	$1.06M	0.36%	+16	Timeline
JBHTHUNT J B TRANS SVCS INC	6,032	$1.03M	0.35%	+1	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	6,364	$1.02M	0.35%	-466	Timeline
QQQINVESCO QQQ TR	1,973	$1.01M	0.34%	+192	Timeline
CPCANADIAN PACIFIC KANSAS CITY	13,913	$1.01M	0.34%	-2,699	Timeline
IRDMIRIDIUM COMMUNICATIONS INC	34,322	$996K	0.34%	0	Timeline
HBANHUNTINGTON BANCSHARES INC	59,620	$970K	0.33%	-2,095	Timeline
STIPISHARES TR	9,632	$969K	0.33%	-1,608	Timeline
VZVERIZON COMMUNICATIONS INC	24,216	$968K	0.33%	-12	Timeline
LLYELI LILLY & CO	1,224	$945K	0.32%	-101	Timeline
NOWSERVICENOW INC	837	$887K	0.3%	+2	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	9,981	$876K	0.3%	+3	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,970	$873K	0.29%	+3	Timeline
FVFIRST TR EXCHANGE TRADED FD	14,694	$868K	0.29%	+10	Timeline
ALEALLETE INC	13,096	$849K	0.29%	0	Timeline
IQVIQVIA HLDGS INC	4,193	$824K	0.28%	+1	Timeline
RPMRPM INTL INC	6,644	$818K	0.28%	+26	Timeline
PGRPROGRESSIVE CORP	3,299	$791K	0.27%	-20	Timeline
ARANTERO RESOURCES CORP	22,245	$780K	0.26%	0	Timeline
AMTAMERICAN TOWER CORP	4,210	$772K	0.26%	+3	Timeline
MAMASTERCARD INCORPORATED	1,459	$768K	0.26%	0	Timeline
VTIVANGUARD INDEX FDS	2,646	$767K	0.26%	-11	Timeline
DVNDEVON ENERGY CORP NEW	23,397	$766K	0.26%	-4,506	Timeline
HOMBHOME BANCSHARES INC	27,012	$764K	0.26%	-18,800	Timeline
HALHALLIBURTON CO	28,037	$762K	0.26%	+7,145	Timeline
MOALTRIA GROUP INC	14,482	$757K	0.26%	+38	Timeline
VBKVANGUARD INDEX FDS	2,637	$739K	0.25%	+158	Timeline
SFNCSIMMONS FIRST NATL CORP	32,004	$710K	0.24%	+34	Timeline
IWMISHARES TR	3,015	$666K	0.22%	0	Timeline
NVSNOVARTIS AG	6,619	$644K	0.22%	+521	Timeline
THCTENET HEALTHCARE CORP	4,932	$623K	0.21%	0	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	4,137	$617K	0.21%	-77	Timeline
ABTABBOTT LABORATORIES	5,412	$612K	0.21%	+372	Timeline
SNOWSNOWFLAKE INC	3,917	$605K	0.2%	+158	Timeline
XLVSELECT SECTOR SPDR TR	4,374	$602K	0.2%	+175	Timeline
XGDVXGABELLI DIVID & INCOME TR	24,783	$599K	0.2%	+235	Timeline
CCICROWN CASTLE INC	6,342	$576K	0.19%	-413	Timeline
QUALISHARES TR	3,219	$573K	0.19%	+774	Timeline
IVWISHARES TR	5,642	$573K	0.19%	+1,253	Timeline
GLDSPDR GOLD TR	2,347	$568K	0.19%	0	Timeline
NSCNORFOLK SOUTHN CORP	2,403	$564K	0.19%	-31	Timeline
DYNFBLACKROCK ETF TRUST	10,899	$559K	0.19%	+3,453	Timeline
OZKBANK OZK LITTLE ROCK ARK	12,471	$555K	0.19%	+39	Timeline
MUMICRON TECHNOLOGY INC	6,584	$554K	0.19%	+11	Timeline
ACVVIRTUS DIVERSIFIED INCM & CO	24,553	$539K	0.18%	-472	Timeline
STESTERIS PLC	2,608	$536K	0.18%	-244	Timeline
HDHOME DEPOT INC	1,369	$532K	0.18%	+4	Timeline
UPSUNITED PARCEL SVCS INC	4,183	$527K	0.18%	+10	Timeline
PFEPFIZER INC	19,690	$522K	0.18%	-4,740	Timeline
ISCGISHARES TR	9,978	$494K	0.17%	+718	Timeline
ORLYOREILLY AUTOMOTIVE INC	399	$473K	0.16%	0	Timeline
DALDELTA AIR LINES INC	7,759	$469K	0.16%	0	Timeline
EFVISHARES TR	8,515	$447K	0.15%	+2,434	Timeline
MKLMARKEL GROUP INC	253	$437K	0.15%	0	Timeline
CITHE CIGNA GROUP	1,579	$436K	0.15%	+2	Timeline
LULULULULEMON ATHLETICA INC	1,112	$425K	0.14%	-208	Timeline
MDLZMONDELEZ INTL INC	7,105	$424K	0.14%	-993	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	5,001	$423K	0.14%	0	Timeline
CCDCALAMOS DYNAMIC CONV & INCOM	17,037	$414K	0.14%	-850	Timeline
DRIDARDEN RESTAURANTS INC	2,203	$411K	0.14%	-96	Timeline
DEDEERE & CO	937	$397K	0.13%	+3	Timeline
CROXCROCS INC	3,615	$396K	0.13%	-500	Timeline
COFCAPITAL ONE FINL CORP	2,169	$387K	0.13%	+6	Timeline
FANGDIAMONDBACK ENERGY INC	2,296	$376K	0.13%	-17	Timeline
EHCENCOMPASS HEALTH CORP	4,039	$373K	0.13%	+1	Timeline
TTTRANE TECHNOLOGIES PLC	1,008	$372K	0.13%	+1	Timeline
ADIANALOG DEVICES INC	1,744	$371K	0.13%	0	Timeline
FISFIDELITY NATL INFORMATION SV	4,585	$370K	0.12%	+8	Timeline
EEMISHARES TR	8,702	$364K	0.12%	+232	Timeline
AMGNAMGEN INC	1,375	$358K	0.12%	+3	Timeline
IWBISHARES TR	1,104	$356K	0.12%	0	Timeline
FISVFISERV INC	1,590	$327K	0.11%	+19	Timeline
WFCWELLS FARGO & CO	4,636	$326K	0.11%	-112	Timeline
VONGVANGUARD SCOTTSDALE FDS	3,112	$321K	0.11%	+4	Timeline
SHOPSHOPIFY INC	3,005	$320K	0.11%	+10	Timeline
NXPINXP SEMICONDUCTORS N V	1,532	$318K	0.11%	+1	Timeline
89BIO INC89BIO INC	39,439	$308K	0.1%	-6,720
MMDNYLIM MACKAY DEFINEDTERM MUN	20,552	$307K	0.1%	-4,770	Timeline
EQALINVESCO EXCH TRADED FD TR II	6,323	$305K	0.1%	+24	Timeline
VBRVANGUARD INDEX FDS	1,536	$304K	0.1%	0	Timeline
ORIOLD REP INTL CORP	8,319	$301K	0.1%	0	Timeline
IVEISHARES TR	1,556	$297K	0.1%	+454	Timeline
LINLINDE PLC	689	$289K	0.1%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	4,650	$280K	0.09%	0	Timeline
ABBVABBVIE INC	1,570	$279K	0.09%	+366	Timeline
RFREGIONS FINANCIAL CORP NEW	11,603	$273K	0.09%	+11	Timeline
XLBSELECT SECTOR SPDR TR	3,193	$269K	0.09%	0	Timeline
MDTMEDTRONIC PLC	3,357	$268K	0.09%	-14	Timeline
PSXPHILLIPS 66	2,318	$264K	0.09%	-335	Timeline
ITWILLINOIS TOOL WKS INC	1,031	$261K	0.09%	+3	Timeline
GEGE AEROSPACE	1,540	$257K	0.09%	+2	Timeline
DIVOAMPLIFY ETF TR	6,310	$255K	0.09%	+21	Timeline
MUSAMURPHY USA INC	499	$250K	0.08%	0	Timeline
SRLNSSGA ACTIVE ETF TR	5,776	$241K	0.08%	+62	Timeline
AXPAMERICAN EXPRESS CO	799	$237K	0.08%	+3	Timeline
HONHONEYWELL INTL INC	1,040	$235K	0.08%	0	Timeline
CGOCALAMOS GLOBAL TOTAL RETURN	20,576	$234K	0.08%	0	Timeline
VOOVANGUARD INDEX FDS	424	$228K	0.08%	+300	Timeline
CLXCLOROX CO DEL	1,400	$227K	0.08%	0	Timeline
ETRENTERGY CORP NEW	2,821	$214K	0.07%	+2,010	Timeline
QCOMQUALCOMM INC	1,386	$213K	0.07%	+6	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	4,866	$212K	0.07%	+7	Timeline
HPHELMERICH & PAYNE INC	6,600	$211K	0.07%	-200	Timeline
GSGOLDMAN SACHS GROUP INC	365	$209K	0.07%	+2	Timeline
EMXCISHARES INC	3,647	$202K	0.07%	+941	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	1,164	$202K	0.07%	0
BABINVESCO EXCH TRADED FD TR II	7,682	$201K	0.07%	0	Timeline
SOFISOFI TECHNOLOGIES INC	11,500	$177K	0.06%	+5,500	Timeline
UNITI GROUP INCUNITI GROUP INC	27,172	$149K	0.05%	-9,000
PMMFRANKLIN MANAGED MUN INCOME	12,014	$71.7K	0.02%	+88	Timeline
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &	14,871	$46.5K	0.02%	0
VIRTUS ALLIANZGI CONVERTIBL…VIRTUS ALLIANZGI CONVERTIBLE &	12,329	$42.8K	0.01%	0
SLISTANDARD LITHIUM CORP	12,384	$18.1K	0.01%	0	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 492. All 492

Security	Shares before	Value before	Type
LAM RESEARCH CORPLAM RESEARCH CORP	2,584	$2.11M	shares
BLACKROCK INCBLACKROCK INC	429	$407K	shares
SOSOUTHERN CO	4,346	$392K	shares
FCXFREEPORT MCMORAN INC	5,039	$252K	shares
GTOINVESCO ACTIVELY MANAGED EXC	4,779	$231K	shares
VTRVENTAS INC	3,323	$213K	shares
OHIOMEGA HEALTHCARE INVS INC	5,079	$207K	shares
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	3,000	$194K	shares
INTCINTEL CORP	7,971	$187K	shares
INTUINTUIT	293	$182K	shares
MARATHON OIL CORPMARATHON OIL CORP	6,824	$182K	shares
NEENEXTERA ENERGY INC	2,131	$180K	shares
IIIVI3 VERTICALS INC	8,400	$179K	shares
MCDMCDONALDS CORP	587	$179K	shares
PDIPIMCO DYNAMIC INCOME FD	8,611	$175K	shares
MURMURPHY OIL CORP	5,165	$174K	shares
CLCOLGATE PALMOLIVE CO	1,668	$173K	shares
PCARPACCAR INC	1,710	$169K	shares
MPWRMONOLITHIC PWR SYS INC	182	$168K	shares
BMYBRISTOL-MYERS SQUIBB CO	3,221	$167K	shares
FYTFIRST TR EXCHANGE-TRADED ALP	3,000	$167K	shares
FTSMFIRST TR EXCHANGE-TRADED FD	2,564	$154K	shares
KOCOCA COLA CO	2,109	$152K	shares
NVDLGRANITESHARES ETF TR	2,535	$148K	shares
DISDISNEY WALT CO	1,453	$140K	shares
EPDENTERPRISE PRODS PARTNERS L	4,736	$138K	shares
ETNEATON CORP PLC	414	$137K	shares
TMOTHERMO FISHER SCIENTIFIC INC	218	$135K	shares
PAYCPAYCOM SOFTWARE INC	806	$134K	shares
ABNBAIRBNB INC	1,055	$134K	shares
WTWWILLIS TOWERS WATSON PLC LTD	450	$133K	shares
CSCOCISCO SYS INC	2,486	$132K	shares
EIPIFIRST TR EXCHNG TRADED FD VI	6,774	$131K	shares
ADBEADOBE INC	253	$131K	shares
ELMEELME COMMUNITIES	7,415	$130K	shares
PHPARKER-HANNIFIN CORP	206	$130K	shares
EOGEOG RES INC	1,048	$129K	shares
QQQMINVESCO EXCH TRADED FD TR II	625	$126K	shares
MARMARRIOTT INTL INC NEW	503	$125K	shares
VYMVANGUARD WHITEHALL FDS	959	$123K	shares
OXYOCCIDENTAL PETE CORP	2,379	$123K	shares
IVOOVANGUARD ADMIRAL FDS INC	1,112	$117K	shares
EIXEDISON INTL	1,334	$116K	shares
DFPFLAHERTY & CRUMRINE DYNAMIC	5,371	$115K	shares
XFFCXFLAHERTY & CRUMRIN PFD & INM	6,963	$114K	shares
FEZSPDR INDEX SHS FDS	2,118	$113K	shares
JCENUVEEN CORE EQUITY ALPHA FD	7,244	$111K	shares
ZBRAZEBRA TECHNOLOGIES CORPORATI	300	$111K	shares
XCHYXCALAMOS CONV & HIGH INCOME F	9,305	$111K	shares
NVONOVO-NORDISK A S	930	$111K	shares
IWRISHARES TR	1,253	$110K	shares
IWNISHARES TR	649	$108K	shares
FJULFIRST TR EXCHNG TRADED FD VI	2,169	$104K	shares
MSMORGAN STANLEY	980	$102K	shares
TGTTARGET CORP	644	$100K	shares
GEVGE VERNOVA INC	383	$97.8K	shares
KYNKAYNE ANDERSON ENERGY INFRST	8,797	$96.8K	shares
WYWEYERHAEUSER CO	2,802	$94.9K	shares
RAMPLIVERAMP HLDGS INC	3,789	$93.9K	shares
BLACKROCK MUNICIPAL INCOME …BLACKROCK MUNICIPAL INCOME QUA	7,749	$93.3K	shares
DOWDOW HLDGS INC	1,698	$92.8K	shares
BITBLACKROCK MULTI SECTOR INC T	6,083	$92.5K	shares
NFLXNETFLIX INC.	130	$92.2K	shares
WCCWESCO INTL INC	548	$92.1K	shares
BEBLOOM ENERGY CORP	8,500	$89.8K	shares
ADPAUTOMATIC DATA PROCESSING IN	324	$89.6K	shares
BIIBBIOGEN INC	460	$89.2K	shares
VBVANGUARD INDEX FDS	371	$88K	shares
SCHDSCHWAB STRATEGIC TR	1,039	$87.8K	shares
MBBISHARES TR	914	$87.6K	shares
AJGGALLAGHER ARTHUR J & CO	310	$87.2K	shares
BKRBAKER HUGHES COMPANY	2,400	$86.8K	shares
EWEDWARDS LIFESCIENCES CORP	1,288	$85K	shares
CVSCVS HEALTH CORP	1,351	$84.9K	shares
GILDGILEAD SCIENCES INC	1,009	$84.6K	shares
PEPPEPSICO INC	496	$84.3K	shares
AVTAVNET INC	1,550	$84.2K	shares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP	900	$83.2K	shares
BSLBLACKSTONE SENI FLTN RAT 202	5,858	$82.7K	shares
UTGREAVES UTIL INCOME FD	2,500	$82K	shares
FNXFIRST TR EXCHANGE-TRADED ALP	700	$82K	shares
CRWDCROWDSTRIKE HLDGS INC	290	$81.3K	shares
NOCNORTHROP GRUMMAN CORP	154	$81.3K	shares
CNPCENTERPOINT ENERGY INC	2,664	$78.4K	shares
TROWPRICE T ROWE GROUP INC	707	$77K	shares
SBUXSTARBUCKS CORP	786	$76.6K	shares
EMREMERSON ELEC CO	696	$76.1K	shares
GFFGRIFFON CORP	1,078	$75.5K	shares
PFLPIMCO INCOME STRATEGY FD	8,800	$75.4K	shares
LADRLADDER CAP CORP	6,355	$73.7K	shares
BINCBLACKROCK ETF TRUST II	1,375	$73.6K	shares
ACNACCENTURE PLC IRELAND	208	$73.5K	shares
KHCKRAFT HEINZ CO	2,076	$72.9K	shares
XNEAXNUVEEN AMT FREE QLTY MUN INC	5,902	$70.6K	shares
IRINGERSOLL RAND INC	718	$70.5K	shares
IYJISHARES TR	524	$70.1K	shares
BKLNINVESCO EXCH TRADED FD TR II	3,329	$69.9K	shares
IFRAISHARES TR	1,483	$69.7K	shares
VMOINVESCO MUN OPPORTUNIT TR	6,757	$69.4K	shares
MNDYMONDAY COM LTD	242	$67.2K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002009886-25-000001	base		2025-01-28	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC