Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of March 31, 2025

Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 9.4 $13M 569k 22.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.2 $6.9M 276k 25.04
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 5.0 $6.6M 325k 20.35
Ishares Tr Core S&p500 Etf (IVV) 4.8 $6.4M 11k 561.95
Ishares Tr Ibonds Dec 2030 (IBDV) 4.2 $5.6M 257k 21.72
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.8 $5.1M 275k 18.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.5 $4.6M 127k 36.41
Ishares Tr Ibonds Dec 2031 (IBDW) 3.4 $4.6M 220k 20.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.3 $4.3M 185k 23.43
Ishares Tr Ibonds Dec 29 (IBDU) 3.1 $4.2M 180k 23.13
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 3.0 $4.0M 242k 16.59
Schwab Strategic Tr Fundamental Us L (FNDX) 3.0 $4.0M 169k 23.61
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 2.8 $3.7M 49k 76.04
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $2.8M 15k 194.00
Vanguard Bd Index Fds Long Term Bond (BLV) 2.1 $2.8M 39k 70.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.9 $2.5M 116k 21.53
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.5M 19k 128.97
Apple (AAPL) 1.8 $2.3M 11k 222.16
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.7 $2.2M 112k 19.59
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.5 $2.0M 25k 80.37
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $1.9M 74k 25.26
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $1.9M 71k 26.58
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.3 $1.8M 110k 16.31
Ishares Tr Ibonds Dec 2033 (IBDY) 1.3 $1.7M 66k 25.56
Ishares Tr Ibonds Dec 2032 (IBDX) 1.2 $1.5M 62k 24.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.5M 19k 78.28
JPMorgan Chase & Co. (JPM) 1.1 $1.4M 5.7k 245.33
Chevron Corporation (CVX) 1.1 $1.4M 8.4k 167.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.4M 69k 19.78
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.9 $1.3M 28k 44.26
Home Depot (HD) 0.9 $1.1M 3.1k 366.69
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $1.1M 19k 57.60
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.8 $1.1M 47k 23.05
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.8 $1.1M 16k 65.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $1.0M 37k 27.57
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.8 $1.0M 6.4k 156.72
Microsoft Corporation (MSFT) 0.7 $942k 2.5k 375.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $934k 2.0k 469.13
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.6 $854k 37k 23.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $851k 33k 26.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $814k 29k 27.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $776k 1.5k 513.92
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.6 $766k 38k 20.37
Exxon Mobil Corporation (XOM) 0.5 $690k 5.8k 118.95
Southern Company (SO) 0.5 $678k 7.4k 91.97
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $665k 8.7k 76.57
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $647k 6.2k 104.59
Alphabet Cap Stk Cl A (GOOGL) 0.5 $647k 4.2k 154.66
Coca-Cola Company (KO) 0.5 $624k 8.7k 71.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $584k 4.8k 122.04
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.4 $560k 27k 20.89
Amazon (AMZN) 0.4 $538k 2.8k 190.26
Procter & Gamble Company (PG) 0.3 $459k 2.7k 170.52
Vanguard Wellington Us Momentum (VFMO) 0.3 $455k 3.0k 151.71
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $445k 22k 20.68
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $435k 1.7k 258.72
Eli Lilly & Co. (LLY) 0.3 $423k 512.00 825.91
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $391k 5.3k 73.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $378k 709.00 532.58
Oracle Corporation (ORCL) 0.3 $376k 2.7k 139.84
Emerson Electric (EMR) 0.3 $369k 3.4k 109.65
Select Sector Spdr Tr Technology (XLK) 0.3 $363k 1.8k 206.56
Lowe's Companies (LOW) 0.3 $361k 1.5k 233.32
Carlisle Companies (CSL) 0.3 $360k 1.1k 340.50
Union Pacific Corporation (UNP) 0.3 $335k 1.4k 236.32
Johnson & Johnson (JNJ) 0.3 $333k 2.0k 165.95
Merck & Co (MRK) 0.2 $328k 3.7k 89.81
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $299k 12k 25.55
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $296k 5.8k 51.07
Visa Com Cl A (V) 0.2 $295k 841.00 350.83
Philip Morris International (PM) 0.2 $283k 1.8k 158.82
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $276k 2.0k 135.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $266k 1.4k 188.16
Alphabet Cap Stk Cl C (GOOG) 0.2 $265k 1.7k 156.27
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $240k 3.1k 76.95
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $229k 6.3k 36.15
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $225k 8.2k 27.39
Oneok (OKE) 0.2 $222k 2.2k 99.23
Enterprise Products Partners (EPD) 0.2 $221k 6.5k 34.14
Amgen (AMGN) 0.2 $213k 682.00 311.59
Duke Energy Corp Com New (DUK) 0.2 $206k 1.7k 122.04
NVIDIA Corporation (NVDA) 0.2 $204k 1.9k 108.38
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $203k 10k 19.48