Wilkerson Advisory Group
Latest statistics and disclosures from Wilkerson Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VFLO, AVDE, FTRB, QQQ, and represent 39.87% of Wilkerson Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: GBIL, SPY, FTRB, PYLD, DFSD, QGRO, AVDE, QQQ, VUG, AMD.
- Started 46 new stock positions in SPCX, AVNT, SPHD, Trulieve Cannabis Corporatio, CRWV, DD, VGNT, EME, MKL, VXUS.
- Reduced shares in these 10 stocks: CAT, Honeywell International, , WELL, AVEM, ABBV, TSM, NEE, WM, COWZ.
- Sold out of its positions in ARKQ, AEM, ARES, CBOE, Carnival Corporation, CPRT, CPNG, DOV, Dupont De Nemours, EVGO.
- Wilkerson Advisory Group was a net buyer of stock by $7.4M.
- Wilkerson Advisory Group has $326M in assets under management (AUM), dropping by 11.91%.
- Central Index Key (CIK): 0002079661
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Portfolio Holdings for Wilkerson Advisory Group
Wilkerson Advisory Group holds 620 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Wilkerson Advisory Group has 620 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Wilkerson Advisory Group June 30, 2026 positions
- Download the Wilkerson Advisory Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Spdr S&p 500 Etf Etf (SPY) | 14.6 | $48M | 64k | 746.78 |
|
|
| Victoryshares Free Cash Flow Etf Etf (VFLO) | 8.3 | $27M | 590k | 45.75 |
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| Avantis International Equity Etf Etf (AVDE) | 7.5 | $25M | +2% | 275k | 89.20 |
|
| Federated Hermes Total Return Bond Etf Etf (FTRB) | 4.8 | $16M | +5% | 626k | 25.09 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 4.6 | $15M | +3% | 21k | 736.42 |
|
| American Century U.s. Quality Growth Etf Etf (QGRO) | 4.2 | $14M | +4% | 117k | 118.05 |
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| Avantis U.s. Equity Etf Etf (AVUS) | 4.2 | $14M | 106k | 128.08 |
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|
| Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) | 4.0 | $13M | +5% | 489k | 26.52 |
|
| Dimensional Short-duration Fixed Income Etf Etf (DFSD) | 3.5 | $11M | +5% | 239k | 47.75 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 3.0 | $9.8M | 79k | 124.76 |
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| Access Treasury 0-1 Year Etf Etf (GBIL) | 2.6 | $8.5M | +27% | 85k | 100.16 |
|
| Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) | 2.2 | $7.3M | 92k | 79.42 |
|
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 2.2 | $7.3M | -2% | 75k | 96.49 |
|
| Caterpillar Stock (CAT) | 2.2 | $7.2M | -8% | 6.7k | 1064.90 |
|
| Bluerock Pvt Real Estate Cef (BPRE) | 1.6 | $5.3M | 405k | 13.01 |
|
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| First Trust Low Duration Opportunities Etf Etf (LMBS) | 1.5 | $5.0M | +4% | 99k | 49.78 |
|
| Amazon Stock (AMZN) | 1.4 | $4.5M | 19k | 238.34 |
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| Walmart Stock (WMT) | 1.0 | $3.4M | 30k | 113.26 |
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| Avantis All Equity Markets Etf Etf (AVGE) | 1.0 | $3.2M | 32k | 99.10 |
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| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 1.0 | $3.1M | +6% | 34k | 92.21 |
|
| State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 0.9 | $3.0M | +8% | 89k | 33.46 |
|
| Janus Henderson Aaa Clo Etf Etf (JAAA) | 0.9 | $2.8M | +9% | 56k | 50.49 |
|
| Dimensional Us Large Cap Value Etf Etf (DFLV) | 0.8 | $2.7M | +7% | 68k | 39.54 |
|
| Apple Stock (AAPL) | 0.7 | $2.3M | 7.9k | 289.39 |
|
|
| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 0.7 | $2.3M | -6% | 37k | 62.20 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $2.2M | 3.2k | 686.99 |
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| Deere & Co Stock (DE) | 0.7 | $2.2M | 3.5k | 634.40 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $2.1M | +2% | 6.3k | 327.34 |
|
| Microsoft Corp Stock (MSFT) | 0.6 | $1.9M | 5.1k | 373.06 |
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| Eli Lilly & Co Stock (LLY) | 0.5 | $1.8M | 1.5k | 1199.43 |
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| Nvidia Corporation Stock (NVDA) | 0.5 | $1.7M | -3% | 8.5k | 200.11 |
|
| Dimensional U.s. Core Equity 2 Etf Etf (DFAC) | 0.5 | $1.6M | -3% | 36k | 44.36 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.5 | $1.5M | 20k | 76.55 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.5 | $1.5M | 2.00 | 748850.00 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $1.2M | -11% | 2.4k | 500.39 |
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| Dimensional Us Small Cap Value Etf Etf (DFSV) | 0.4 | $1.2M | -9% | 31k | 38.79 |
|
| Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) | 0.3 | $1.1M | -3% | 11k | 98.30 |
|
| Allstate Corp Stock (ALL) | 0.3 | $1.0M | +3% | 4.3k | 237.98 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $1.0M | 2.8k | 357.43 |
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| Broadcom Stock (AVGO) | 0.3 | $898k | +4% | 2.4k | 377.90 |
|
| Corning Stock (GLW) | 0.3 | $879k | -7% | 3.4k | 255.46 |
|
| Procter & Gamble Stock (PG) | 0.2 | $811k | +2% | 5.5k | 146.65 |
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.2 | $736k | 15k | 50.57 |
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| Intel Corp Stock (INTC) | 0.2 | $697k | +38% | 5.0k | 139.65 |
|
| Johnson & Johnson Stock (JNJ) | 0.2 | $680k | -9% | 2.7k | 253.97 |
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| Home Depot Stock (HD) | 0.2 | $641k | +9% | 1.8k | 352.70 |
|
| Invesco S&p 500 Top 50 Etf Etf (XLG) | 0.2 | $618k | 10k | 61.23 |
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| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.2 | $615k | 2.0k | 306.32 |
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| Direxion Auspice Broad Commodity Strategy Etf Etf (COM) | 0.2 | $608k | 19k | 32.60 |
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| Jpmorgan U.s. Quality Factor Etf Etf (JQUA) | 0.2 | $605k | 8.4k | 72.29 |
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| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.2 | $589k | 5.7k | 103.98 |
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| 3M Stock (MMM) | 0.2 | $588k | 3.6k | 161.95 |
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| First Trust Enhanced Short Maturity Etf Etf (FTSM) | 0.2 | $586k | 9.8k | 59.73 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $544k | +2% | 1.6k | 343.22 |
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| Applied Matls Stock (AMAT) | 0.2 | $529k | +18% | 731.00 | 723.00 |
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| Advanced Micro Devices Stock (AMD) | 0.2 | $503k | +224% | 866.00 | 580.91 |
|
| L3harris Technologies Stock (LHX) | 0.2 | $497k | -10% | 1.7k | 290.67 |
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| International Business Machs Stock (IBM) | 0.2 | $495k | +7% | 1.8k | 281.31 |
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| Tesla Stock (TSLA) | 0.2 | $493k | +2% | 1.2k | 420.60 |
|
| Micron Technology Stock (MU) | 0.1 | $482k | +66% | 417.00 | 1155.16 |
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| Avantis Short-term Fixed Income Etf Etf (AVSF) | 0.1 | $461k | -13% | 9.9k | 46.57 |
|
| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $453k | 2.4k | 190.52 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.1 | $453k | 2.1k | 212.77 |
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| At&t Stock (T) | 0.1 | $445k | +3% | 22k | 20.70 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $442k | +525% | 5.1k | 86.14 |
|
| Flex Ltd Ord Stock (FLEX) | 0.1 | $437k | -22% | 2.7k | 162.07 |
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| Avantis International Small Cap Value Etf Etf (AVDV) | 0.1 | $426k | -3% | 4.1k | 103.06 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $425k | +5% | 755.00 | 563.29 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.1 | $417k | 2.1k | 197.68 |
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| Abbvie Stock (ABBV) | 0.1 | $409k | -30% | 1.6k | 251.64 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.1 | $400k | +3% | 2.7k | 148.31 |
|
| Merck & Co Stock (MRK) | 0.1 | $392k | -16% | 3.1k | 128.53 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $374k | +119% | 864.00 | 433.33 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 0.1 | $371k | -32% | 777.00 | 477.58 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.1 | $369k | +10% | 1.0k | 353.33 |
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| S&p Global Stock (SPGI) | 0.1 | $362k | 888.00 | 407.55 |
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| State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) | 0.1 | $360k | -3% | 6.9k | 51.78 |
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| Rockwell Automation Stock (ROK) | 0.1 | $308k | -10% | 622.00 | 495.08 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $294k | +20% | 5.1k | 57.63 |
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| Analog Devices Stock (ADI) | 0.1 | $279k | -6% | 702.00 | 397.17 |
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| Vanguard Value Etf Etf (VTV) | 0.1 | $270k | +7% | 1.2k | 217.93 |
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| United States Oil Fund Etf (USO) | 0.1 | $269k | -7% | 2.5k | 106.44 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $269k | -11% | 352.00 | 763.14 |
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| Qnity Electronics Stock (Q) | 0.1 | $260k | -5% | 1.6k | 163.38 |
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| Oracle Corp Stock (ORCL) | 0.1 | $254k | +4% | 1.7k | 146.55 |
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| Citigroup Stock (C) | 0.1 | $248k | +10% | 1.8k | 139.96 |
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| Ameren Corp Stock (AEE) | 0.1 | $248k | 2.2k | 113.06 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $245k | +189% | 590.00 | 415.65 |
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| Ati Stock (ATI) | 0.1 | $245k | -15% | 1.2k | 197.10 |
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| Exxonmobil Holdings Corp Stock | 0.1 | $245k | NEW | 1.8k | 136.72 |
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| Baker Hughes Company Cl A Stock (BKR) | 0.1 | $238k | -6% | 4.3k | 55.50 |
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| Sandisk Corp Stock (SNDK) | 0.1 | $230k | -15% | 101.00 | 2273.73 |
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| Ge Vernova Stock (GEV) | 0.1 | $226k | 192.00 | 1174.86 |
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| Edwards Lifesciences Corp Stock (EW) | 0.1 | $220k | -18% | 2.4k | 90.46 |
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| Linde Stock (LIN) | 0.1 | $216k | -5% | 417.00 | 518.94 |
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| Stryker Corporation Stock (SYK) | 0.1 | $214k | -4% | 680.00 | 314.84 |
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| Pepsico Stock (PEP) | 0.1 | $210k | -24% | 1.5k | 135.46 |
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| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.1 | $207k | +60% | 214.00 | 965.00 |
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| Nextera Energy Stock (NEE) | 0.1 | $203k | -46% | 2.3k | 87.77 |
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| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.1 | $197k | -6% | 3.1k | 62.89 |
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| Sprott Asset Management Lp Physical Silver Cef (PSLV) | 0.1 | $197k | -6% | 10k | 18.87 |
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| Eaton Corp Stock (ETN) | 0.1 | $194k | -9% | 455.00 | 426.12 |
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| Astrazeneca Plc Ord Adr (AZN) | 0.1 | $185k | -16% | 974.00 | 189.62 |
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| Kla Corp Stock (KLAC) | 0.1 | $185k | +374% | 612.00 | 301.71 |
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| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 0.1 | $182k | +13% | 2.1k | 87.92 |
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| Corteva Stock (CTVA) | 0.1 | $181k | 2.1k | 84.70 |
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| Bank Of Amer Corp Stock (BAC) | 0.1 | $178k | -7% | 3.1k | 56.99 |
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| Archer Daniels Midland Stock (ADM) | 0.1 | $176k | +15% | 2.3k | 76.40 |
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| Quanta Svcs Stock (PWR) | 0.1 | $171k | -21% | 237.00 | 720.04 |
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| Altria Group Stock (MO) | 0.1 | $170k | 2.4k | 71.96 |
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| Synchrony Financial Stock (SYF) | 0.1 | $167k | +10% | 2.2k | 76.05 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $165k | -2% | 414.00 | 397.68 |
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| Cummins Stock (CMI) | 0.1 | $164k | +33% | 230.00 | 713.21 |
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| Dexcom Stock (DXCM) | 0.1 | $163k | -10% | 2.4k | 67.35 |
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| Monolithic Pwr Sys Stock (MPWR) | 0.0 | $162k | -20% | 117.00 | 1382.36 |
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| Western Digital Corp Stock (WDC) | 0.0 | $162k | 253.00 | 638.72 |
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| Pulte Group Stock (PHM) | 0.0 | $160k | +18% | 1.2k | 137.22 |
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| Costco Wholesale Corporation Stock (COST) | 0.0 | $160k | +2% | 171.00 | 935.47 |
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| Cisco Sys Stock (CSCO) | 0.0 | $159k | +12% | 1.4k | 117.54 |
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| Curtiss Wright Corp Stock (CW) | 0.0 | $155k | -10% | 205.00 | 757.76 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $155k | -27% | 302.00 | 513.60 |
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| Teledyne Technologies Stock (TDY) | 0.0 | $151k | -40% | 226.00 | 666.90 |
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| Cameco Corp Stock (CCJ) | 0.0 | $151k | -34% | 1.5k | 101.86 |
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| Emerson Elec Stock (EMR) | 0.0 | $149k | -43% | 1.0k | 143.15 |
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| Delta Air Lines Stock (DAL) | 0.0 | $149k | +29% | 1.6k | 93.66 |
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| Motley Fool Global Opportunities Etf Etf (TMFG) | 0.0 | $148k | 4.8k | 30.75 |
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| Biogen Stock (BIIB) | 0.0 | $145k | +13% | 672.00 | 216.06 |
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| Amphenol Corp Cl A Stock (APH) | 0.0 | $144k | +251% | 818.00 | 176.32 |
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| First Busey Corp Stock (BUSE) | 0.0 | $143k | 4.9k | 29.51 |
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| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $141k | 464.00 | 302.70 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $140k | +14% | 546.00 | 255.67 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $139k | +129% | 496.00 | 281.08 |
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| Teradyne Stock (TER) | 0.0 | $137k | -17% | 283.00 | 483.84 |
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| Equinix Reit (EQIX) | 0.0 | $137k | +773% | 131.00 | 1042.39 |
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| Expedia Group Stock (EXPE) | 0.0 | $136k | +14% | 533.00 | 255.88 |
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| Te Connectivity Plc Ord Stock (TEL) | 0.0 | $135k | -51% | 667.00 | 201.61 |
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| Boeing Stock (BA) | 0.0 | $134k | -2% | 618.00 | 216.47 |
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| United Airls Hldgs Stock (UAL) | 0.0 | $134k | +8% | 983.00 | 135.99 |
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| Welltower Reit (WELL) | 0.0 | $131k | -65% | 578.00 | 226.97 |
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| Texas Instrs Stock (TXN) | 0.0 | $131k | +256% | 439.00 | 298.33 |
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| Carrier Global Corporation Stock (CARR) | 0.0 | $129k | +344% | 1.8k | 73.35 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $128k | 374.00 | 341.02 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.0 | $127k | +6300% | 64.00 | 1989.44 |
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| Xpo Stock (XPO) | 0.0 | $127k | -21% | 616.00 | 205.29 |
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| Verizon Communications Stock (VZ) | 0.0 | $125k | +13% | 2.9k | 42.34 |
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| D R Horton Stock (DHI) | 0.0 | $124k | +19% | 759.00 | 162.88 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $123k | +391% | 285.00 | 431.46 |
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| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $120k | -18% | 1.1k | 114.18 |
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| Schwab Charles Corp Stock (SCHW) | 0.0 | $120k | -4% | 1.3k | 92.31 |
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| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $117k | NEW | 682.00 | 170.86 |
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| Eog Res Stock (EOG) | 0.0 | $115k | +18% | 883.00 | 129.73 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $113k | -61% | 506.00 | 222.96 |
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| Us Bancorp Stock (USB) | 0.0 | $112k | +11% | 1.9k | 60.40 |
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| Qualcomm Stock (QCOM) | 0.0 | $110k | +292% | 597.00 | 184.79 |
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| Ge Aerospace Stock (GE) | 0.0 | $109k | +17% | 292.00 | 374.12 |
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| Hca Healthcare Stock (HCA) | 0.0 | $107k | 274.00 | 389.89 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $106k | 4.0k | 26.66 |
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| Halliburton Stock (HAL) | 0.0 | $105k | +15% | 3.1k | 33.95 |
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| Johnson Ctls Intl Stock (JCI) | 0.0 | $101k | -20% | 691.00 | 146.11 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $100k | 1.2k | 82.64 |
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| Tapestry Stock (TPR) | 0.0 | $99k | -9% | 678.00 | 146.40 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $98k | +18% | 97.00 | 1011.37 |
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| Hartford Insurance Group Stock (HIG) | 0.0 | $97k | -3% | 732.00 | 132.52 |
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| First Horizon Corporation Stock (FHN) | 0.0 | $93k | 3.6k | 25.64 |
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| Coca Cola Stock (KO) | 0.0 | $93k | +15% | 1.1k | 81.27 |
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| State Str Corp Stock (STT) | 0.0 | $92k | +31% | 544.00 | 169.60 |
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| Conocophillips Stock (COP) | 0.0 | $89k | +7% | 858.00 | 104.00 |
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| Northern Tr Corp Stock (NTRS) | 0.0 | $89k | -4% | 513.00 | 173.84 |
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| Abbott Laboratories Stock (ABT) | 0.0 | $88k | +13% | 968.00 | 90.74 |
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| Travelers Companies Stock (TRV) | 0.0 | $88k | +20% | 265.00 | 330.12 |
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| State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) | 0.0 | $87k | 738.00 | 117.28 |
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| Chevron Corporation Stock (CVX) | 0.0 | $85k | -3% | 514.00 | 165.76 |
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| Fox Corp Cl A Stock (FOXA) | 0.0 | $84k | +12% | 1.6k | 52.16 |
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| Slb Limited Com Stk Stock (SLB) | 0.0 | $84k | +5% | 1.8k | 46.49 |
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| Arm Holdings Adr (ARM) | 0.0 | $82k | NEW | 232.00 | 354.57 |
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| Dupont De Nemours Stock (DD) | 0.0 | $82k | NEW | 605.00 | 135.64 |
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| Nokia Corp Adr (NOK) | 0.0 | $82k | NEW | 6.1k | 13.28 |
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| Lattice Semiconductor Corp Stock (LSCC) | 0.0 | $81k | NEW | 531.00 | 152.96 |
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| Illumina Stock (ILMN) | 0.0 | $80k | NEW | 453.00 | 175.83 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $79k | -3% | 642.00 | 123.14 |
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| Disney Walt Stock (DIS) | 0.0 | $78k | -7% | 812.00 | 96.26 |
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| Aflac Stock (AFL) | 0.0 | $78k | -2% | 665.00 | 117.25 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $77k | +5% | 3.2k | 24.55 |
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| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $77k | 2.3k | 33.29 |
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| Newmont Corp Stock (NEM) | 0.0 | $75k | +10% | 803.00 | 93.43 |
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| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $74k | -13% | 1.3k | 57.25 |
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| Phillips Edison & Co Reit (PECO) | 0.0 | $72k | 1.7k | 41.62 |
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| Target Corp Stock (TGT) | 0.0 | $72k | +6% | 554.00 | 130.69 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $72k | -40% | 613.00 | 116.67 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $72k | -3% | 264.00 | 270.78 |
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| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $71k | +65% | 1.8k | 38.73 |
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| Tenet Healthcare Corp Stock (THC) | 0.0 | $71k | +13% | 378.00 | 187.08 |
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| Ford Mtr Stock (F) | 0.0 | $71k | +56% | 5.1k | 13.90 |
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| Union Pac Corp Stock (UNP) | 0.0 | $70k | +11% | 256.00 | 272.00 |
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| Pfizer Stock (PFE) | 0.0 | $70k | -15% | 2.9k | 24.08 |
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| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.0 | $68k | 1.3k | 52.76 |
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| Metlife Stock (MET) | 0.0 | $68k | +3% | 807.00 | 84.61 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $67k | +72% | 283.00 | 236.81 |
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| The Cigna Group Stock (CI) | 0.0 | $67k | +65% | 243.00 | 275.68 |
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| Netflix Stock (NFLX) | 0.0 | $67k | -6% | 936.00 | 71.40 |
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| Fedex Corp Stock (FDX) | 0.0 | $66k | 211.00 | 314.43 |
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| Humana Stock (HUM) | 0.0 | $66k | +24% | 167.00 | 397.22 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.0 | $66k | 2.2k | 30.17 |
|
|
| Solventum Corp Stock (SOLV) | 0.0 | $66k | 856.00 | 77.15 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $65k | NEW | 288.00 | 223.90 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $64k | NEW | 288.00 | 221.08 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $62k | +6% | 309.00 | 200.62 |
|
| Marvell Technology Stock (MRVL) | 0.0 | $62k | +12% | 208.00 | 297.89 |
|
| General Mtrs Stock (GM) | 0.0 | $62k | +25% | 797.00 | 77.15 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $61k | +10% | 122.00 | 502.18 |
|
| Dow Hldgs Stock (DOW) | 0.0 | $61k | 2.2k | 27.36 |
|
|
| Truist Finl Corp Stock (TFC) | 0.0 | $60k | +46% | 1.2k | 49.82 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $60k | +6% | 231.00 | 260.44 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.0 | $60k | +4% | 414.00 | 144.61 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $59k | +23% | 265.00 | 223.95 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.0 | $59k | +94% | 608.00 | 96.74 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $58k | 306.00 | 189.73 |
|
|
| Prologis Reit (PLD) | 0.0 | $57k | +22% | 419.00 | 135.47 |
|
| HP Stock (HPQ) | 0.0 | $56k | 2.6k | 21.94 |
|
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $56k | -70% | 870.00 | 64.01 |
|
| Salesforce Stock (CRM) | 0.0 | $55k | -19% | 353.00 | 156.66 |
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $55k | -59% | 299.00 | 184.53 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $55k | -58% | 164.00 | 334.82 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $55k | -12% | 146.00 | 375.32 |
|
| Blackrock Stock (BLK) | 0.0 | $53k | +61% | 55.00 | 961.56 |
|
| Danaher Corp Del Stock (DHR) | 0.0 | $53k | +7% | 277.00 | 190.50 |
|
| Ebay Stock (EBAY) | 0.0 | $53k | +3% | 469.00 | 111.85 |
|
| Medtronic Stock (MDT) | 0.0 | $52k | -3% | 659.00 | 78.23 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $51k | +11% | 227.00 | 223.65 |
|
| Principal Financial Group Stock (PFG) | 0.0 | $51k | +11% | 470.00 | 107.95 |
|
| Lowes Cos Stock (LOW) | 0.0 | $51k | +9% | 230.00 | 220.49 |
|
| Okta Inc Cl A Stock (OKTA) | 0.0 | $50k | NEW | 366.00 | 136.45 |
|
| Vaneck Bitcoin Etf Etf (HODL) | 0.0 | $49k | 3.0k | 16.61 |
|
|
| Idaho Strategic Resources Stock (IDR) | 0.0 | $49k | 1.5k | 32.75 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.0 | $48k | 130.00 | 371.95 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.0 | $48k | 290.00 | 164.61 |
|
|
| Federated Hermes Mdt Large Cap Core Etf Etf (FLCC) | 0.0 | $47k | 1.3k | 35.15 |
|
|
| Prudential Finl Stock (PRU) | 0.0 | $47k | +11% | 431.00 | 107.93 |
|
| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $46k | +5% | 463.00 | 100.28 |
|
| Elevance Health Inc Formerly A Stock (ELV) | 0.0 | $46k | +67% | 119.00 | 386.73 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $45k | -6% | 46.00 | 978.13 |
|
| Devon Energy Corp Stock (DVN) | 0.0 | $45k | +21% | 1.1k | 41.32 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $44k | +22% | 180.00 | 246.22 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $44k | +65% | 86.00 | 509.47 |
|
| Strategy Inc Cl A Stock (MSTR) | 0.0 | $44k | 504.00 | 86.93 |
|
|
| Grayscale Bitcoin Trust Etf Etf (GBTC) | 0.0 | $43k | +20% | 946.00 | 45.52 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $42k | +12% | 230.00 | 180.91 |
|
| Leidos Holdings Stock (LDOS) | 0.0 | $41k | +28% | 395.00 | 102.97 |
|
| Morgan Stanley Stock (MS) | 0.0 | $40k | -8% | 193.00 | 209.04 |
|
| Csx Corp Stock (CSX) | 0.0 | $40k | +2% | 847.00 | 47.53 |
|
Past Filings by Wilkerson Advisory Group
SEC 13F filings are viewable for Wilkerson Advisory Group going back to 2026
- Wilkerson Advisory Group 2026 Q2 filed July 21, 2026
- Wilkerson Advisory Group 2026 Q1 filed May 8, 2026