Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of June 30, 2025

Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 89 positions in its portfolio as reported in the June 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) 10.1 $15M 607k 24.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.8 $8.5M 290k 29.21
Ishares Tr Core S&p500 Etf (IVV) 4.8 $7.0M 11k 620.98
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 4.6 $6.7M 329k 20.49
Ishares Tr Ibonds Dec 2030 (IBDV) 3.7 $5.4M 245k 21.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.6 $5.3M 130k 40.49
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.6 $5.2M 280k 18.70
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 3.1 $4.6M 56k 81.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $4.4M 176k 25.30
Ishares Tr Ibonds Dec 2031 (IBDW) 3.0 $4.4M 209k 21.04
Schwab Strategic Tr Fundamental Us L (FNDX) 2.9 $4.3M 174k 24.54
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.9 $4.2M 252k 16.78
Ishares Tr Ibonds Dec 29 (IBDU) 2.8 $4.1M 176k 23.33
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $3.1M 15k 204.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $3.0M 124k 23.83
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.0 $2.9M 31k 95.32
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $2.8M 21k 133.32
Vanguard Bd Index Fds Long Term Bond (BLV) 1.6 $2.3M 33k 69.54
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.5 $2.3M 115k 19.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.5 $2.2M 79k 27.67
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.5 $2.2M 131k 16.53
Apple (AAPL) 1.4 $2.1M 10k 205.20
Ishares Tr Ibds Dec28 Etf (IBDT) 1.3 $1.9M 74k 25.42
JPMorgan Chase & Co. (JPM) 1.1 $1.6M 5.6k 289.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $1.6M 20k 78.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.6M 70k 22.10
Ishares Tr Ibonds Dec 2032 (IBDX) 1.0 $1.4M 55k 25.29
Spdr Series Trust Portfolio S&p500 (SPYM) 0.9 $1.4M 19k 72.69
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.9 $1.3M 62k 20.60
Vanguard Wellington Us Momentum (VFMO) 0.9 $1.3M 7.3k 172.54
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.8 $1.2M 28k 42.44
Chevron Corporation (CVX) 0.8 $1.2M 8.3k 143.21
Microsoft Corporation (MSFT) 0.8 $1.2M 2.3k 497.48
Spdr Series Trust Msci Usa Strtgic (QUS) 0.8 $1.2M 7.1k 163.10
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 10k 109.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.1M 2.0k 568.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.1M 2.0k 551.84
Home Depot (HD) 0.7 $1.1M 3.0k 366.74
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.1M 36k 30.14
Ishares Tr Ibonds Dec 2033 (IBDY) 0.7 $1.1M 42k 25.91
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.1M 19k 56.56
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.7 $1.0M 44k 23.07
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $924k 12k 77.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $909k 32k 28.05
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.6 $813k 35k 23.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $758k 29k 26.50
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $717k 3.9k 182.84
Alphabet Cap Stk Cl A (GOOGL) 0.5 $707k 4.0k 176.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $674k 5.0k 135.07
Southern Company (SO) 0.5 $673k 7.3k 91.84
Exxon Mobil Corporation (XOM) 0.4 $623k 5.8k 107.83
Coca-Cola Company (KO) 0.4 $618k 8.7k 70.75
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $607k 2.2k 279.92
Oracle Corporation (ORCL) 0.4 $590k 2.7k 218.65
Amazon (AMZN) 0.4 $523k 2.4k 219.39
Spdr Gold Tr Gold Shs (GLD) 0.3 $501k 1.6k 304.83
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $484k 6.0k 80.12
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.3 $465k 22k 21.20
Emerson Electric (EMR) 0.3 $449k 3.4k 133.36
Select Sector Spdr Tr Technology (XLK) 0.3 $446k 1.8k 253.36
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $442k 5.0k 88.27
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $434k 21k 20.68
Procter & Gamble Company (PG) 0.3 $430k 2.7k 159.36
Eli Lilly & Co. (LLY) 0.3 $399k 512.00 779.53
Carlisle Companies (CSL) 0.3 $395k 1.1k 373.40
Union Pacific Corporation (UNP) 0.2 $327k 1.4k 230.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $326k 671.00 485.77
Philip Morris International (PM) 0.2 $326k 1.8k 182.18
NVIDIA Corporation (NVDA) 0.2 $320k 2.0k 157.99
Lowe's Companies (LOW) 0.2 $318k 1.4k 222.02
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $304k 5.8k 52.34
Merck & Co (MRK) 0.2 $292k 3.7k 79.18
Johnson & Johnson (JNJ) 0.2 $290k 1.9k 152.85
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $277k 2.0k 135.77
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $277k 12k 23.45
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $274k 1.4k 194.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $273k 1.5k 177.45
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $255k 6.4k 40.02
Visa Com Cl A (V) 0.2 $250k 703.00 355.41
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $248k 3.1k 79.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $227k 367.00 619.53
Raytheon Technologies Corp (RTX) 0.1 $216k 1.5k 146.06
Norfolk Southern (NSC) 0.1 $214k 834.00 256.08
Ge Aerospace Com New (GE) 0.1 $209k 813.00 257.44
Ishares Tr Msci Eafe Etf (EFA) 0.1 $204k 2.3k 89.39
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $203k 10k 19.52
Enterprise Products Partners (EPD) 0.1 $202k 6.5k 31.01
Meta Platforms Cl A (META) 0.1 $202k 273.00 739.06
Duke Energy Corp Com New (DUK) 0.1 $200k 1.7k 118.03