Wilkerson Advisory Group

Latest statistics and disclosures from Wilkerson Advisory Group's latest quarterly 13F-HR filing:

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Positions held by Wilkerson Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wilkerson Advisory Group

Wilkerson Advisory Group holds 617 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Wilkerson Advisory Group has 617 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Spdr S&p 500 Etf Etf (SPY) 14.0 $41M 62k 650.34
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Victoryshares Free Cash Flow Etf Etf (VFLO) 7.9 $23M 585k 39.48
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Avantis International Equity Etf Etf (AVDE) 7.8 $23M 268k 84.84
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Federated Hermes Total Return Bond Etf Etf (FTRB) 5.1 $15M 594k 25.14
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Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 4.2 $12M 462k 26.20
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Avantis U.s. Equity Etf Etf (AVUS) 4.1 $12M 106k 111.18
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American Century U.s. Quality Growth Etf Etf (QGRO) 4.0 $12M 111k 105.03
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Invesco Qqq Trust Series I Etf (QQQ) 3.9 $12M 20k 577.17
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Dimensional Short-duration Fixed Income Etf Etf (DFSD) 3.7 $11M 225k 47.88
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 3.0 $8.7M 78k 110.47
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Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 3.0 $8.6M 93k 92.69
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Bluerock Pvt Real Estate Cef (BPRE) 2.4 $6.9M 413k 16.61
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Access Treasury 0-1 Year Etf Etf (GBIL) 2.3 $6.7M 67k 100.19
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Avantis Emerging Markets Equity Etf Etf (AVEM) 2.1 $6.2M 78k 80.58
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Caterpillar Stock (CAT) 1.8 $5.2M 7.4k 708.46
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First Trust Low Duration Opportunities Etf Etf (LMBS) 1.6 $4.7M 95k 49.81
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Amazon Stock (AMZN) 1.3 $3.9M 19k 208.27
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Walmart Stock (WMT) 1.3 $3.7M 30k 124.28
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Pimco Active Bond Exchange-traded Fund Etf (BOND) 1.0 $2.9M 32k 92.28
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Avantis All Equity Markets Etf Etf (AVGE) 1.0 $2.8M 32k 88.02
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State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.9 $2.7M 82k 33.54
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Janus Henderson Aaa Clo Etf Etf (JAAA) 0.9 $2.6M 51k 50.37
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.8 $2.5M 40k 62.56
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Dimensional Us Large Cap Value Etf Etf (DFLV) 0.8 $2.3M 64k 35.71
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Apple Stock (AAPL) 0.7 $2.0M 7.8k 253.79
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Deere & Co Stock (DE) 0.7 $2.0M 3.5k 563.30
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Vanguard S&p 500 Etf Etf (VOO) 0.7 $1.9M 3.2k 597.62
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Microsoft Corp Stock (MSFT) 0.6 $1.9M 5.1k 370.19
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Jpmorgan Chase & Co Stock (JPM) 0.6 $1.8M 6.1k 294.17
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Nvidia Corporation Stock (NVDA) 0.5 $1.5M 8.7k 174.40
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Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $1.5M 20k 74.35
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.5 $1.5M 38k 38.86
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.5 $1.4M 2.00 718140.00
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Eli Lilly & Co Stock (LLY) 0.5 $1.3M 1.5k 919.77
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $1.3M 2.7k 479.20
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Dimensional Us Small Cap Value Etf Etf (DFSV) 0.4 $1.2M 34k 35.04
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Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.3 $914k 12k 78.77
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Allstate Corp Stock (ALL) 0.3 $866k 4.2k 207.34
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.3 $815k 2.8k 287.61
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Procter & Gamble Stock (PG) 0.3 $781k 5.4k 144.44
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.3 $745k 15k 50.61
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Johnson & Johnson Stock (JNJ) 0.2 $719k 2.9k 244.44
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Broadcom Stock (AVGO) 0.2 $707k 2.3k 309.48
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L3harris Technologies Stock (LHX) 0.2 $660k 1.9k 345.21
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Direxion Auspice Broad Commodity Strategy Etf Etf (COM) 0.2 $622k 19k 33.57
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At&t Stock (T) 0.2 $599k 21k 28.99
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First Trust Enhanced Short Maturity Etf Etf (FTSM) 0.2 $582k 9.7k 59.78
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Invesco S&p 500 Top 50 Etf Etf (XLG) 0.2 $551k 10k 54.55
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.2 $548k 5.7k 96.70
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Home Depot Stock (HD) 0.2 $544k 1.7k 328.91
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Avantis Short-term Fixed Income Etf Etf (AVSF) 0.2 $533k 11k 46.80
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3M Stock (MMM) 0.2 $528k 3.6k 145.24
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $516k 2.0k 257.33
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Jpmorgan U.s. Quality Factor Etf Etf (JQUA) 0.2 $512k 8.3k 61.32
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Abbvie Stock (ABBV) 0.2 $511k 2.4k 217.49
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Corning Stock (GLW) 0.2 $505k 3.7k 135.98
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Visa Inc Com Cl A Stock (V) 0.2 $468k 1.5k 302.16
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Merck & Co Stock (MRK) 0.2 $439k 3.6k 120.30
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Avantis International Small Cap Value Etf Etf (AVDV) 0.1 $429k 4.3k 99.86
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Tesla Stock (TSLA) 0.1 $424k 1.1k 371.75
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Meta Platforms Inc Cl A Stock (META) 0.1 $409k 715.00 572.13
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $407k 2.1k 191.92
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Nextera Energy Stock (NEE) 0.1 $403k 4.3k 92.88
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International Business Machs Stock (IBM) 0.1 $395k 1.6k 242.35
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Taiwan Semiconductor Manufact Adr (TSM) 0.1 $391k 1.2k 337.96
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Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $388k 2.1k 184.27
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S&p Global Stock (SPGI) 0.1 $372k 874.00 425.24
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Vanguard Growth Etf Etf (VUG) 0.1 $358k 820.00 436.79
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United States Oil Fund Etf (USO) 0.1 $346k 2.7k 127.25
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State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $338k 7.2k 46.91
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Welltower Reit (WELL) 0.1 $328k 1.7k 197.71
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $323k 2.6k 124.31
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Pepsico Stock (PEP) 0.1 $317k 2.0k 155.27
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State Street Technology Select Sector Spdr Etf Etf (XLK) 0.1 $316k 2.4k 132.90
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Honeywell Intl Stock (HON) 0.1 $316k 1.4k 226.03
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Waste Mgmt Inc Del Stock (WM) 0.1 $299k 1.3k 229.82
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Exxon Mobil Corp Stock (XOM) 0.1 $292k 1.7k 169.66
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Te Connectivity Plc Ord Stock (TEL) 0.1 $288k 1.4k 209.02
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Baker Hughes Company Cl A Stock (BKR) 0.1 $280k 4.6k 61.05
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Sprott Asset Management Lp Physical Silver Cef (PSLV) 0.1 $273k 11k 24.39
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $271k 946.00 286.86
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Bristol-myers Squibb Stock (BMY) 0.1 $258k 4.2k 60.65
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Rockwell Automation Stock (ROK) 0.1 $249k 694.00 358.88
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Emerson Elec Stock (EMR) 0.1 $244k 1.9k 131.02
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Cameco Corp Stock (CCJ) 0.1 $244k 2.2k 108.61
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Oracle Corp Stock (ORCL) 0.1 $243k 1.7k 147.11
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Ameren Corp Stock (AEE) 0.1 $240k 2.2k 109.94
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Edwards Lifesciences Corp Stock (EW) 0.1 $240k 3.0k 80.08
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Analog Devices Stock (ADI) 0.1 $240k 753.00 318.14
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Stryker Corporation Stock (SYK) 0.1 $234k 713.00 328.59
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Teledyne Technologies Stock (TDY) 0.1 $229k 379.00 605.01
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Astrazeneca Plc Ord Adr (AZN) 0.1 $229k 1.2k 197.22
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Flextronics Intl Ltd Ord Stock (FLEX) 0.1 $228k 3.5k 65.46
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Vanguard Value Etf Etf (VTV) 0.1 $227k 1.2k 196.20
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Linde Stock (LIN) 0.1 $218k 440.00 495.76
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Ati Stock (ATI) 0.1 $214k 1.5k 145.46
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Ge Healthcare Technologies Stock (GEHC) 0.1 $213k 3.0k 71.18
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Applied Matls Stock (AMAT) 0.1 $211k 617.00 341.79
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Mastercard Incorporated Cl A Stock (MA) 0.1 $207k 414.00 499.50
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Freeport Mcmoran Inc Cl B Stock (FCX) 0.1 $198k 3.4k 58.78
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Intuitive Surgical Stock (ISRG) 0.1 $196k 426.00 460.99
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Qnity Electronics Stock (Q) 0.1 $194k 1.7k 115.36
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Kla Corp Stock (KLAC) 0.1 $190k 129.00 1472.41
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Citigroup Stock (C) 0.1 $183k 1.6k 113.41
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Eaton Corp Stock (ETN) 0.1 $179k 501.00 357.67
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Corteva Stock (CTVA) 0.1 $177k 2.1k 83.72
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Dexcom Stock (DXCM) 0.1 $169k 2.7k 62.80
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Ge Vernova Stock (GEV) 0.1 $169k 193.00 872.90
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Costco Wholesale Corporation Stock (COST) 0.1 $166k 167.00 996.43
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Quanta Svcs Stock (PWR) 0.1 $165k 300.00 549.02
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Bank Of Amer Corp Stock (BAC) 0.1 $164k 3.4k 48.75
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Monolithic Pwr Sys Stock (MPWR) 0.1 $161k 147.00 1093.35
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Intel Corp Stock (INTC) 0.1 $159k 3.6k 44.13
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Curtiss Wright Corp Stock (CW) 0.1 $157k 230.00 681.12
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $156k 399.00 390.41
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Xpo Stock (XPO) 0.1 $154k 789.00 194.55
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Altria Group Stock (MO) 0.1 $153k 2.3k 65.98
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Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.1 $153k 1.3k 118.62
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Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $151k 1.0k 146.28
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Archer Daniels Midland Stock (ADM) 0.0 $145k 2.0k 72.69
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State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.0 $140k 1.8k 76.56
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Motley Fool Global Opportunities Etf Etf (TMFG) 0.0 $136k 4.8k 28.26
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Synchrony Financial Stock (SYF) 0.0 $135k 2.0k 68.02
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Verizon Communications Stock (VZ) 0.0 $131k 2.6k 50.20
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Hca Healthcare Stock (HCA) 0.0 $129k 273.00 473.24
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Schwab Charles Corp Stock (SCHW) 0.0 $127k 1.3k 93.96
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Boeing Stock (BA) 0.0 $126k 634.00 199.03
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First Busey Corp Stock (BUSE) 0.0 $122k 4.8k 25.27
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Marathon Pete Corp Stock (MPC) 0.0 $117k 477.00 244.18
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Pulte Group Stock (PHM) 0.0 $116k 983.00 117.62
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Johnson Ctls Intl Stock (JCI) 0.0 $113k 865.00 130.95
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Doordash Inc Cl A Stock (DASH) 0.0 $112k 744.00 150.15
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Chevron Corporation Stock (CVX) 0.0 $111k 535.00 206.90
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Biogen Stock (BIIB) 0.0 $109k 593.00 183.33
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Eog Res Stock (EOG) 0.0 $108k 747.00 144.57
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Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $108k 3.9k 27.46
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Expedia Group Stock (EXPE) 0.0 $107k 464.00 230.89
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Tapestry Stock (TPR) 0.0 $106k 749.00 141.04
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Conocophillips Stock (COP) 0.0 $105k 797.00 131.98
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Halliburton Stock (HAL) 0.0 $104k 2.7k 38.99
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Intercontinental Exchange Stock (ICE) 0.0 $104k 662.00 157.31
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Hartford Insurance Group Stock (HIG) 0.0 $103k 761.00 135.23
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Teradyne Stock (TER) 0.0 $101k 342.00 296.46
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Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $99k 396.00 250.58
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Wells Fargo & Co Stock (WFC) 0.0 $96k 1.2k 79.64
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Netflix Stock (NFLX) 0.0 $96k 998.00 96.15
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Pfizer Stock (PFE) 0.0 $96k 3.4k 28.08
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Tyson Foods Inc Cl A Stock (TSN) 0.0 $95k 1.5k 64.07
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Bwx Technologies Stock (BWXT) 0.0 $95k 463.00 204.49
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Dow Hldgs Stock (DOW) 0.0 $94k 2.3k 41.65
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Cisco Sys Stock (CSCO) 0.0 $93k 1.2k 77.58
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Cummins Stock (CMI) 0.0 $93k 172.00 538.02
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Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $89k 2.3k 38.42
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Slb Limited Com Stk Stock (SLB) 0.0 $88k 1.7k 51.39
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Abbott Laboratories Stock (ABT) 0.0 $87k 851.00 102.67
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D R Horton Stock (DHI) 0.0 $87k 636.00 137.22
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Us Bancorp Stock (USB) 0.0 $86k 1.7k 52.01
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Comcast Corp New Cl A Stock (CMCSA) 0.0 $86k 3.0k 28.71
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Mcdonalds Corp Stock (MCD) 0.0 $85k 274.00 311.31
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Disney Walt Stock (DIS) 0.0 $85k 877.00 96.39
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Micron Technology Stock (MU) 0.0 $85k 250.00 337.84
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Lam Research Corp Stock (LRCX) 0.0 $84k 394.00 213.66
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Fox Corp Cl A Stock (FOXA) 0.0 $84k 1.4k 58.40
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Dupont De Nemours Stock (DD) 0.0 $84k 1.8k 45.80
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United Airls Hldgs Stock (UAL) 0.0 $83k 905.00 92.07
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Huntington Ingalls Inds Stock (HII) 0.0 $83k 219.00 379.90
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First Horizon Corporation Stock (FHN) 0.0 $82k 3.6k 22.76
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Salesforce Stock (CRM) 0.0 $82k 439.00 186.67
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Delta Air Lines Stock (DAL) 0.0 $82k 1.2k 66.48
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State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $80k 738.00 108.98
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Newmont Corp Stock (NEM) 0.0 $78k 724.00 108.27
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Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.0 $78k 2.2k 35.44
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Karman Hldgs Stock (KRMN) 0.0 $77k 961.00 80.05
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Sandisk Corp Stock (SNDK) 0.0 $76k 120.00 635.34
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Aflac Stock (AFL) 0.0 $75k 685.00 109.71
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Coca Cola Stock (KO) 0.0 $75k 988.00 76.05
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Northern Tr Corp Stock (NTRS) 0.0 $75k 538.00 139.57
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Fedex Corp Stock (FDX) 0.0 $74k 209.00 355.97
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Ge Aerospace Stock (GE) 0.0 $71k 249.00 284.00
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Goldman Sachs Group Stock (GS) 0.0 $69k 82.00 845.99
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Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $68k 1.1k 61.35
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Western Digital Corp Stock (WDC) 0.0 $67k 249.00 270.49
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Snowflake Stock (SNOW) 0.0 $67k 443.00 150.82
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Phillips Edison & Co Reit (PECO) 0.0 $65k 1.7k 37.42
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Travelers Companies Stock (TRV) 0.0 $64k 220.00 291.68
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Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $63k 1.3k 48.93
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Target Corp Stock (TGT) 0.0 $63k 521.00 121.30
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Tenet Healthcare Corp Stock (THC) 0.0 $63k 334.00 188.71
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Strategy Inc Cl A Stock (MSTR) 0.0 $62k 498.00 124.80
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Bloom Energy Corp Com Cl A Stock (BE) 0.0 $62k 457.00 135.49
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Palo Alto Networks Stock (PANW) 0.0 $60k 375.00 160.32
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Medtronic Stock (MDT) 0.0 $59k 685.00 86.65
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Rtx Corporation Stock (RTX) 0.0 $58k 303.00 192.90
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Vaneck Bitcoin Etf Etf (HODL) 0.0 $57k 3.0k 19.16
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Solventum Corp Stock (SOLV) 0.0 $56k 856.00 65.30
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Union Pac Corp Stock (UNP) 0.0 $56k 229.00 242.62
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Metlife Stock (MET) 0.0 $55k 781.00 70.72
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Unitedhealth Group Stock (UNH) 0.0 $55k 204.00 270.63
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Advanced Micro Devices Stock (AMD) 0.0 $54k 267.00 203.43
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Thermo Fisher Scientific Stock (TMO) 0.0 $54k 110.00 492.42
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Valero Energy Corp Stock (VLO) 0.0 $54k 217.00 247.08
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Capital One Finl Corp Stock (COF) 0.0 $53k 290.00 182.43
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State Str Corp Stock (STT) 0.0 $52k 413.00 126.56
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Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $52k 133.00 391.76
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Lowes Cos Stock (LOW) 0.0 $50k 211.00 236.28
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Danaher Corp Del Stock (DHR) 0.0 $49k 258.00 189.62
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HP Stock (HPQ) 0.0 $48k 2.5k 19.21
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Tjx Cos Stock (TJX) 0.0 $48k 300.00 159.70
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Idaho Strategic Resources Stock (IDR) 0.0 $48k 1.5k 32.12
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Leidos Holdings Stock (LDOS) 0.0 $48k 307.00 155.52
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General Mtrs Stock (GM) 0.0 $47k 635.00 74.52
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Bank New York Mellon Corp Stock (BK) 0.0 $47k 398.00 118.63
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Cadence Design System Stock (CDNS) 0.0 $46k 167.00 277.87
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Prologis Reit (PLD) 0.0 $45k 342.00 132.18
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Devon Energy Corp Stock (DVN) 0.0 $45k 898.00 50.32
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Parker-hannifin Corp Stock (PH) 0.0 $44k 49.00 895.24
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Ishares Gold Trust Etf (IAU) 0.0 $44k 497.00 88.16
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Automatic Data Processing Stock (ADP) 0.0 $44k 215.00 203.18
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Aptiv Stock (APTV) 0.0 $44k 628.00 69.44
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Nxp Semiconductors N V Stock (NXPI) 0.0 $43k 216.00 196.94
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Vanguard Total Stock Market Etf Etf (VTI) 0.0 $42k 131.00 319.59
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $41k 291.00 142.21
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Grayscale Bitcoin Trust Etf Etf (GBTC) 0.0 $41k 784.00 52.76
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Ebay Stock (EBAY) 0.0 $41k 453.00 91.08
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Federated Hermes Mdt Large Cap Core Etf Etf (FLCC) 0.0 $41k 1.3k 30.84
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The Cigna Group Stock (CI) 0.0 $39k 147.00 266.75
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Spdr Gold Shares Etf (GLD) 0.0 $39k 91.00 430.29
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Jabil Stock (JBL) 0.0 $39k 147.00 265.63
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Ishares National Muni Bond Etf Etf (MUB) 0.0 $39k 363.00 106.15
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Servicenow Stock (NOW) 0.0 $38k 367.00 104.55
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Principal Financial Group Stock (PFG) 0.0 $38k 422.00 90.19
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Truist Finl Corp Stock (TFC) 0.0 $38k 826.00 45.97
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State Street Communication Services Select Sector Spdr Etf Etf (XLC) 0.0 $38k 342.00 110.86
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Simon Ppty Group Reit (SPG) 0.0 $38k 203.00 186.53
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Prudential Finl Stock (PRU) 0.0 $38k 387.00 97.69
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Ford Mtr Stock (F) 0.0 $38k 3.2k 11.54
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Oreilly Automotive Stock (ORLY) 0.0 $37k 402.00 92.31
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Oneok Stock (OKE) 0.0 $35k 392.00 90.41
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American Express Stock (AXP) 0.0 $35k 117.00 302.71
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $35k 164.00 215.62
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Veralto Corp Stock (VLTO) 0.0 $35k 398.00 88.42
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $35k 593.00 59.03
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Morgan Stanley Stock (MS) 0.0 $35k 210.00 164.57
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Csx Corp Stock (CSX) 0.0 $34k 829.00 41.05
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Philip Morris Intl Stock (PM) 0.0 $34k 205.00 165.34
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Howmet Aerospace Stock (HWM) 0.0 $34k 147.00 230.46
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Ecolab Stock (ECL) 0.0 $33k 124.00 266.02
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Blackrock Stock (BLK) 0.0 $33k 34.00 961.71
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Blackstone Stock (BX) 0.0 $32k 280.00 114.99
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Lockheed Martin Corp Stock (LMT) 0.0 $31k 52.00 604.38
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Past Filings by Wilkerson Advisory Group

SEC 13F filings are viewable for Wilkerson Advisory Group going back to 2026