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Wilkins Miller Wealth Management, LLC Top Holdings and 13F Report (2025)

About Wilkins Miller Wealth Management, LLC

Investment Activity

  • Wilkins Miller Wealth Management, LLC has $147.00 million in total holdings as of June 30, 2025.
  • Wilkins Miller Wealth Management, LLC owns shares of 89 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 6.92% of the portfolio was purchased this quarter.
  • About 2.39% of the portfolio was sold this quarter.
  • This quarter, Wilkins Miller Wealth Management, LLC has purchased 83 new stocks and bought additional shares in 45 stocks.
  • Wilkins Miller Wealth Management, LLC sold shares of 30 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46432F339 - iShares MSCI USA Quality Factor ETF
$716,898 Holding
78463V107 - SPDR Gold Shares
$501,445 Holding
464287432 - iShares 20+ Year Treasury Bond ETF
$441,779 Holding
78462F103 - SPDR S&P 500 ETF Trust
$227,367 Holding
75513E101 - RTX
$216,166 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF
37,647 shares (about $920.09K)
Vanguard U.S. Momentum Factor ETF
4,307 shares (about $743.12K)
iShares MSCI USA Quality Factor ETF
3,921 shares (about $716.90K)
SPDR Portfolio S&P 500 Growth ETF
5,866 shares (about $559.16K)

Largest Sales this Quarter

iShares iBonds Dec 2033 Term Corporate ETF
24,048 shares (about $622.97K)
Vanguard Long-Term Bond ETF
5,867 shares (about $407.99K)
iShares iBonds Dec 2030 Term Corporate ETF
11,444 shares (about $251.54K)
iShares iBonds Dec 2031 Term Corporate ETF
11,602 shares (about $244.11K)
Schwab US Small-Cap ETF
8,860 shares (about $224.16K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilkins Miller Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$14,826,477$920,094 6.6%606,64710.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$8,466,302$419,253 5.2%289,8415.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$6,991,585$32,912 -0.5%11,2594.8%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$6,740,625$73,293 1.1%328,9714.6%ETF
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$5,391,207$251,540 -4.5%245,2773.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$5,272,082$149,936 2.9%130,2063.6%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$5,236,941$98,344 1.9%280,0493.6%ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$4,602,414$589,378 14.7%56,4433.1%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,447,142$224,160 -4.8%175,7753.0%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$4,390,859$244,106 -5.3%208,6913.0%ETF
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$4,276,616$121,253 2.9%174,2702.9%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$4,220,041$166,273 4.1%251,4922.9%Manufacturing
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$4,113,178$80,722 -1.9%176,3042.8%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,106,047$122,195 4.1%15,1752.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$2,950,504$187,043 6.8%123,8142.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,934,299$559,159 23.5%30,7832.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,846,764$290,502 11.4%21,3531.9%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$2,317,838$407,991 -15.0%33,3311.6%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$2,255,223$46,021 2.1%114,7691.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,179,305$223,907 11.5%78,7601.5%ETF
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$2,171,053$353,563 19.5%131,3391.5%ETF
Apple Inc. stock logo
AAPL
Apple
$2,073,982$87,211 -4.0%10,1071.4%Computer and Technology
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,872,381$18,379 -1.0%73,6571.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,613,803$48,710 -2.9%5,5661.1%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,577,714$83,895 5.6%20,0471.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$1,556,267$37,792 2.5%70,4181.1%ETF
iShares iBonds Dec 2032 Term Corporate ETF stock logo
IBDX
iShares iBonds Dec 2032 Term Corporate ETF
$1,399,408$163,797 -10.5%55,3451.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,393,883$208,555 17.6%19,1750.9%ETF
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$1,284,166$509,604 65.8%62,3380.9%ETF
Vanguard U.S. Momentum Factor ETF stock logo
VFMO
Vanguard U.S. Momentum Factor ETF
$1,260,560$743,120 143.6%7,3060.9%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,204,191$2,928 0.2%28,3730.8%ETF
Chevron Corporation stock logo
CVX
Chevron
$1,194,110$9,595 -0.8%8,3380.8%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$1,162,122$86,065 -6.9%2,3360.8%Computer and Technology
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$1,152,336$104,387 10.0%7,0650.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,126,996$450,755 66.7%10,3110.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,111,655$254,482 29.7%1,9570.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,108,650$9,933 0.9%2,0090.8%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$1,092,883$48,043 -4.2%2,9800.7%Retail/Wholesale
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,092,646$20,888 -1.9%36,2510.7%ETF
iShares iBonds Dec 2033 Term Corporate ETF stock logo
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
$1,075,120$622,970 -36.7%41,5020.7%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$1,073,931$1,301 0.1%18,9870.7%ETF
Invesco BulletShares 2025 High Yield Corporate Bond ETF stock logo
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
$1,019,707$63,097 -5.8%44,2000.7%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$923,981$252,824 37.7%11,9470.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$909,028$1,683 -0.2%32,4070.6%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$812,523$46,124 -5.4%34,8270.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$757,840$13,939 -1.8%28,5970.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$716,898$716,898 New Holding3,9210.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$707,448$29,433 -4.0%4,0140.5%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$674,112$28,229 4.4%4,9910.5%ETF
Southern Company (The) stock logo
SO
Southern
$672,575$4,776 -0.7%7,3230.5%Utilities
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$622,931$2,480 -0.4%5,7770.4%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$617,749$1,698 0.3%8,7310.4%Consumer Staples
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$607,421$136,600 29.0%2,1700.4%ETF
Oracle Corporation stock logo
ORCL
Oracle
$589,694$1,312 0.2%2,6970.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$523,026$97,190 -15.7%2,3840.4%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$501,445$501,445 New Holding1,6450.3%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$483,783$58,249 13.7%6,0380.3%ETF
INVESCO EXCH TRD SLF IDX FD
$465,209$103,481 -18.2%21,9430.3%INVESCO BULLETSH
Emerson Electric Co. stock logo
EMR
Emerson Electric
$449,412$800 0.2%3,3700.3%Industrials
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$445,916$253 0.1%1,7600.3%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$441,779$441,779 New Holding5,0050.3%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$433,454$11,746 -2.6%20,9600.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$429,951$1,434 0.3%2,6980.3%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$399,1190.0%5120.3%Medical
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$394,6840.0%1,0570.3%Multi-Sector Conglomerates
Union Pacific Corporation stock logo
UNP
Union Pacific
$326,952$920 0.3%1,4210.2%Transportation
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$325,952$18,459 -5.4%6710.2%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$325,913$1,640 0.5%1,7890.2%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$319,456$22,751 7.7%2,0220.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$318,152$24,866 -7.2%1,4330.2%Retail/Wholesale
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$304,203$1,047 0.3%5,8120.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$292,262$2,692 0.9%3,6910.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$290,263$16,814 -5.5%1,8990.2%Medical
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$277,377$1,086 0.4%2,0430.2%ETF
Fidelity MSCI Energy Index ETF stock logo
FENY
Fidelity MSCI Energy Index ETF
$276,980$2,556 0.9%11,8110.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$274,2530.0%1,4120.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$273,094$27,327 -9.1%1,5390.2%Computer and Technology
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$254,718$1,121 0.4%6,3640.2%ETF
Visa Inc. stock logo
V
Visa
$249,855$49,047 -16.4%7030.2%Business Services
WisdomTree U.S. Total Dividend Fund stock logo
DTD
WisdomTree U.S. Total Dividend Fund
$248,4200.0%3,1240.2%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$227,367$227,367 New Holding3670.2%Finance
RTX Corporation stock logo
RTX
RTX
$216,166$216,166 New Holding1,4800.1%Aerospace
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$213,570$213,570 New Holding8340.1%Transportation
GE Aerospace stock logo
GE
GE Aerospace
$209,295$209,295 New Holding8130.1%Aerospace
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$203,988$203,988 New Holding2,2820.1%Finance
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$203,1750.0%10,4080.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$201,922$992 0.5%6,5110.1%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$201,764$201,764 New Holding2730.1%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$200,293$826 0.4%1,6970.1%Utilities
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$0$224,967 -100.0%00.0%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$0$221,574 -100.0%00.0%Energy
Amgen Inc. stock logo
AMGN
Amgen
$0$212,507 -100.0%00.0%Medical

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