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Wilkins Miller Wealth Management

Latest statistics and disclosures from Wilkins Miller Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002057318

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Positions held by Wilkins Miller Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.7	$13M	564k	23.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.6	$7.3M	260k	27.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$6.7M	11k	588.70	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	5.8	$5.6M	262k	21.36	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	5.1	$4.9M	188k	25.86	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	4.8	$4.6M	252k	18.34	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.2	$4.0M	170k	23.68	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	4.2	$4.0M	175k	22.80	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	2.8	$2.7M	39k	68.43	View chart
Apple (AAPL)	2.8	$2.6M	11k	250.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.7	$2.6M	114k	22.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.4	$2.3M	18k	127.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.9	$1.8M	69k	26.07	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.7	$1.7M	104k	16.05	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.7	$1.6M	64k	24.90	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.7	$1.6M	64k	25.10	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.6	$1.5M	62k	24.58	View chart
JPMorgan Chase & Co. (JPM)	1.4	$1.4M	5.7k	239.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	1.4	$1.3M	56k	23.07	View chart
Chevron Corporation (CVX)	1.3	$1.2M	8.3k	144.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$1.2M	65k	18.50	View chart
Microsoft Corporation (MSFT)	1.1	$1.1M	2.5k	421.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.0M	2.0k	511.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.0	$992k	37k	26.63	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	1.0	$931k	40k	23.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$794k	29k	27.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$791k	4.2k	189.34	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.7	$673k	34k	20.11	View chart
Exxon Mobil Corporation (XOM)	0.7	$622k	5.8k	107.58	View chart
Southern Company (SO)	0.6	$607k	7.4k	82.33	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$582k	29k	20.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$574k	4.5k	128.65	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.6	$562k	28k	20.35	View chart
Coca-Cola Company (KO)	0.6	$542k	8.7k	62.26	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.6	$533k	33k	16.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$523k	4.5k	115.24	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.5	$487k	24k	20.62	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$486k	6.5k	74.73	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.5	$476k	23k	20.65	View chart
Emerson Electric (EMR)	0.5	$456k	3.7k	123.96	View chart
Procter & Gamble Company (PG)	0.5	$450k	2.7k	167.72	View chart
Oracle Corporation (ORCL)	0.5	$448k	2.7k	166.66	View chart
Eli Lilly & Co. (LLY)	0.4	$421k	545.00	772.00	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$409k	1.8k	232.56	View chart
Carlisle Companies (CSL)	0.4	$390k	1.1k	368.84	View chart
Lowe's Companies (LOW)	0.4	$380k	1.5k	246.84	View chart
Merck & Co (MRK)	0.4	$375k	3.8k	99.50	View chart
Vanguard Wellington Us Momentum (VFMO)	0.4	$372k	2.3k	164.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$339k	9.9k	34.13	View chart
Union Pacific Corporation (UNP)	0.3	$322k	1.4k	228.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$322k	1.7k	190.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$321k	709.00	453.28	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.3	$316k	13k	23.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$311k	4.0k	77.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$306k	1.2k	264.22	View chart
Johnson & Johnson (JNJ)	0.3	$291k	2.0k	144.73	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$268k	2.0k	132.19	View chart
Visa Com Cl A (V)	0.3	$266k	841.00	316.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$261k	1.4k	185.13	View chart
Globe Life (GL)	0.3	$261k	2.3k	111.52	View chart
NVIDIA Corporation (NVDA)	0.3	$252k	1.9k	134.29	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.3	$247k	3.2k	77.24	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$244k	8.2k	29.70	View chart
Philip Morris International (PM)	0.2	$238k	2.0k	120.39	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$237k	3.1k	75.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$235k	1.2k	195.95	View chart
Pepsi (PEP)	0.2	$230k	1.5k	152.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$229k	6.9k	33.22	View chart
Oneok (OKE)	0.2	$223k	2.2k	100.41	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$213k	4.2k	51.14	View chart
Enterprise Products Partners (EPD)	0.2	$202k	6.5k	31.36	View chart

Past Filings by Wilkins Miller Wealth Management

SEC 13F filings are viewable for Wilkins Miller Wealth Management going back to 2024

Wilkins Miller Wealth Management 2024 Q4 filed Feb. 24, 2025

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