Wilkins Miller Wealth Management

Wilkins Miller Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Wilkins Miller Wealth Management

Wilkins Miller Wealth Management holds 92 positions in its portfolio as reported in the September 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) 10.0 $16M 610k 26.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.9 $9.5M 297k 31.91
Ishares Tr Core S&p500 Etf (IVV) 5.0 $8.0M 12k 669.17
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 4.0 $6.5M 317k 20.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.5 $5.7M 134k 42.74
Ishares Tr Ibonds Dec 2030 (IBDV) 3.4 $5.5M 246k 22.16
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 3.3 $5.4M 292k 18.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.1 $5.1M 183k 27.74
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 3.1 $5.0M 59k 85.04
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 3.0 $4.8M 286k 16.91
Ishares Tr Ibonds Dec 2031 (IBDW) 2.9 $4.6M 218k 21.22
Schwab Strategic Tr Fundamental Us L (FNDX) 2.8 $4.6M 174k 26.31
Ishares Tr Ibonds Dec 29 (IBDU) 2.5 $4.0M 170k 23.47
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $3.3M 15k 215.81
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.0 $3.2M 126k 25.71
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 2.0 $3.2M 31k 104.51
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $3.1M 22k 140.96
Apple (AAPL) 1.6 $2.6M 10k 254.64
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 1.6 $2.6M 153k 16.68
Vanguard Bd Index Fds Long Term Bond (BLV) 1.5 $2.4M 34k 70.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.4 $2.3M 79k 29.11
Vanguard Wellington Us Momentum (VFMO) 1.4 $2.2M 12k 190.24
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.3 $2.0M 102k 19.74
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 1.2 $1.9M 94k 20.77
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $1.8M 72k 25.47
JPMorgan Chase & Co. (JPM) 1.1 $1.8M 5.6k 315.48
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.1 $1.7M 75k 23.26
Ishares Tr Ibonds Dec 2032 (IBDX) 1.0 $1.6M 63k 25.62
Spdr Series Trust Portfolio S&p500 (SPLG) 1.0 $1.6M 20k 78.34
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.6M 21k 77.26
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $1.5M 13k 117.26
Ishares Tr Ibonds Dec 2033 (IBDY) 0.9 $1.4M 55k 26.15
Chevron Corporation (CVX) 0.8 $1.3M 8.6k 155.32
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.8 $1.3M 29k 44.00
Microsoft Corporation (MSFT) 0.8 $1.2M 2.4k 518.09
Spdr Series Trust Msci Usa Strtgic (QUS) 0.7 $1.2M 7.1k 171.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 2.0k 600.46
Home Depot (HD) 0.7 $1.2M 3.0k 405.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $1.2M 15k 78.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.2M 36k 33.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.2M 1.9k 612.54
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.1M 18k 59.13
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 34k 29.64
Alphabet Cap Stk Cl A (GOOGL) 0.6 $985k 4.1k 243.12
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.6 $968k 42k 23.06
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $883k 6.1k 145.68
Spdr Gold Tr Gold Shs (GLD) 0.5 $808k 2.3k 352.06
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $782k 2.7k 287.68
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $776k 28k 27.30
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $765k 33k 23.41
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $764k 3.9k 194.53
Oracle Corporation (ORCL) 0.5 $751k 2.7k 281.28
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.4 $717k 33k 21.47
Southern Company (SO) 0.4 $692k 7.3k 94.79
Exxon Mobil Corporation (XOM) 0.4 $661k 5.9k 112.78
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $595k 7.0k 84.69
Coca-Cola Company (KO) 0.3 $560k 8.4k 66.33
Amazon (AMZN) 0.3 $530k 2.4k 219.57
Select Sector Spdr Tr Technology (XLK) 0.3 $497k 1.8k 282.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $462k 5.2k 89.38
Emerson Electric (EMR) 0.3 $443k 3.4k 131.21
NVIDIA Corporation (NVDA) 0.2 $392k 2.1k 186.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $379k 1.6k 243.59
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $379k 18k 20.69
Eli Lilly & Co. (LLY) 0.2 $378k 495.00 763.00
Procter & Gamble Company (PG) 0.2 $368k 2.4k 153.71
Fidelity Covington Trust Msci Energy Idx (FENY) 0.2 $367k 15k 24.72
Lowe's Companies (LOW) 0.2 $362k 1.4k 251.38
Johnson & Johnson (JNJ) 0.2 $355k 1.9k 185.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $340k 677.00 502.74
Union Pacific Corporation (UNP) 0.2 $336k 1.4k 236.39
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $331k 6.0k 55.33
Carlisle Companies (CSL) 0.2 $316k 960.00 328.96
Merck & Co (MRK) 0.2 $311k 3.7k 83.96
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.2 $297k 14k 21.02
Philip Morris International (PM) 0.2 $292k 1.8k 162.26
Spdr Series Trust S&p Divid Etf (SDY) 0.2 $290k 2.1k 140.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $288k 1.4k 203.59
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $266k 14k 19.56
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $252k 3.0k 84.00
Norfolk Southern (NSC) 0.2 $251k 836.00 300.49
Raytheon Technologies Corp (RTX) 0.2 $249k 1.5k 167.41
Ge Aerospace Com New (GE) 0.2 $246k 818.00 300.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $245k 368.00 666.57
Visa Com Cl A (V) 0.2 $242k 709.00 341.65
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $241k 9.1k 26.47
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $235k 5.5k 42.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $213k 2.3k 93.37
Duke Energy Corp Com New (DUK) 0.1 $211k 1.7k 123.80
Bank of New York Mellon Corporation (BK) 0.1 $209k 1.9k 109.00
Meta Platforms Cl A (META) 0.1 $206k 280.00 735.45
Enterprise Products Partners (EPD) 0.1 $205k 6.5k 31.27