Wilkins Miller Wealth Management, LLC Top Holdings and 13F Report (2025) About Wilkins Miller Wealth Management, LLCInvestment ActivityWilkins Miller Wealth Management, LLC has $133.04 million in total holdings as of March 31, 2025.Wilkins Miller Wealth Management, LLC owns shares of 83 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 30.54% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Wilkins Miller Wealth Management, LLC has purchased 71 new stocks and bought additional shares in 46 stocks.Wilkins Miller Wealth Management, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $12,563,544Schwab U.S. Large-Cap Growth ETF $6,898,244Invesco BulletShares 2028 Corporate Bond ETF $6,621,775iShares Core S&P 500 ETF $6,356,818iShares iBonds Dec 2030 Term Corporate ETF $5,575,989 Largest New Holdings this Quarter 46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $2,202,456 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $2,002,702 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $1,252,775 Holding437076102 - Home Depot $1,140,757 Holding464288521 - iShares Core U.S. REIT ETF $1,092,337 Holding Largest Purchases this Quarter Invesco BulletShares 2028 Corporate Bond ETF 296,501 shares (about $6.03M)SPDR Portfolio Developed World ex-US ETF 116,566 shares (about $4.24M)iShares iBonds Dec 2031 Term Corporate ETF 192,667 shares (about $4.00M)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 46,017 shares (about $3.50M)Invesco BulletShares 2030 Corporate Bond ETF 209,020 shares (about $3.47M) Largest Sales this Quarter Invesco BulletShares 2025 High Yield Corporate Bond ETF 9,361 shares (about $215.77K)iShares iBonds Dec 2030 Term Corporate ETF 4,770 shares (about $103.60K)Schwab US Small-Cap ETF 3,257 shares (about $76.31K)Invesco BulletShares 2026 High Yield Corporate Bond ETF 3,176 shares (about $73.65K)Fidelity MSCI Energy Index ETF 1,558 shares (about $39.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkins Miller Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$12,563,544$108,656 ▲0.9%569,0009.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$6,898,244$383,739 ▲5.9%275,4885.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$6,621,775$6,033,802 ▲1,026.2%325,3945.0%ETFIVViShares Core S&P 500 ETF$6,356,818$22,478 ▼-0.4%11,3124.8%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,575,989$103,605 ▼-1.8%256,7214.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$5,091,867$422,318 ▲9.0%274,7903.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,606,039$4,244,228 ▲1,173.1%126,5033.5%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,571,084$3,997,844 ▲697.4%220,2933.4%ETFSCHASchwab US Small-Cap ETF$4,326,029$76,312 ▼-1.7%184,6353.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$4,157,962$100,454 ▲2.5%179,7643.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$4,007,872$3,467,650 ▲641.9%241,5833.0%ManufacturingFNDXSchwab Fundamental U.S. Large Company ETF$3,997,898$4,273 ▼-0.1%169,3293.0%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$3,742,331$3,499,154 ▲1,438.9%49,2152.8%ETFVIGVanguard Dividend Appreciation ETF$2,828,157$2,595,355 ▲1,114.8%14,5782.1%ETFBLVVanguard Long-Term Bond ETF$2,760,323$21,619 ▲0.8%39,1982.1%ETFSCHBSchwab US Broad Market ETF$2,496,754$51,307 ▲2.1%115,9651.9%ETFVYMVanguard High Dividend Yield ETF$2,472,791$169,332 ▲7.4%19,1741.9%ETFAAPLApple$2,339,793$5,554 ▼-0.2%10,5321.8%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,202,456$2,202,456 ▲New Holding112,4271.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,002,702$2,002,702 ▲New Holding24,9171.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,878,863$253,134 ▲15.6%74,3801.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,878,380$47,473 ▲2.6%70,6681.4%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,793,291$99,915 ▲5.9%109,9501.3%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,675,482$47,721 ▲2.9%65,5501.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,544,981$3,399 ▲0.2%61,8231.2%ETFBSVVanguard Short-Term Bond ETF$1,485,895$1,170,413 ▲371.0%18,9811.1%ETFJPMJPMorgan Chase & Co.$1,406,741$4,907 ▲0.4%5,7341.1%FinanceCVXChevron$1,406,270$10,541 ▲0.8%8,4051.1%EnergySCHFSchwab International Equity ETF$1,359,059$68,123 ▲5.3%68,7081.0%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,252,775$1,252,775 ▲New Holding28,3040.9%ETFHDHome Depot$1,140,757$1,140,757 ▲New Holding3,1110.9%Retail/WholesaleUSRTiShares Core U.S. REIT ETF$1,092,337$1,092,337 ▲New Holding18,9640.8%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$1,081,864$215,773 ▼-16.6%46,9350.8%ETFSPLGSPDR Portfolio S&P 500 ETF$1,072,335$1,072,335 ▲New Holding16,3060.8%ETFSCHESchwab Emerging Markets Equity ETF$1,018,579$8,078 ▼-0.8%36,9440.8%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,006,907$1,006,907 ▲New Holding6,4250.8%ETFMSFTMicrosoft$942,262$5,633 ▲0.6%2,5090.7%Computer and TechnologyQQQInvesco QQQ$934,0350.0%1,9910.7%FinanceBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$853,486$73,652 ▼-7.9%36,8040.6%ETFSCHMSchwab U.S. Mid-Cap ETF$850,663$850,663 ▲New Holding32,4670.6%ETFSCHDSchwab US Dividend Equity ETF$814,286$1,901 ▲0.2%29,1230.6%ETFVOOVanguard S&P 500 ETF$775,508$775,508 ▲New Holding1,5090.6%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$765,922$84,333 ▲12.4%37,6000.6%ETFXOMExxon Mobil$689,883$1,903 ▲0.3%5,8000.5%EnergySOSouthern$678,267$552 ▲0.1%7,3750.5%UtilitiesBIVVanguard Intermediate-Term Bond ETF$664,492$166,850 ▲33.5%8,6780.5%ETFIJRiShares Core S&P Small-Cap ETF$647,078$172,882 ▲36.5%6,1870.5%ETFGOOGLAlphabet$646,644$464 ▲0.1%4,1810.5%Computer and TechnologyKOCoca-Cola$623,6130.0%8,7070.5%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$583,606$39,298 ▲7.2%4,7820.4%ETFINVESCO EXCH TRD SLF IDX FD$560,359$66,786 ▲13.5%26,8240.4%INVESCO BULLETSHAMZNAmazon.com$537,865$537,865 ▲New Holding2,8270.4%Retail/WholesalePGProcter & Gamble$458,527$1,194 ▲0.3%2,6890.3%Consumer StaplesVFMOVanguard U.S. Momentum Factor ETF$454,988$111,964 ▲32.6%2,9990.3%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$445,200$31,268 ▼-6.6%21,5280.3%ETFVOVanguard Mid-Cap ETF$435,175$135,830 ▲45.4%1,6820.3%ETFLLYEli Lilly and Company$422,866$27,255 ▼-6.1%5120.3%MedicalVYMIVanguard International High Dividend Yield ETF$391,441$391,441 ▲New Holding5,3110.3%ETFBRK.BBerkshire Hathaway$377,5990.0%7090.3%FinanceORCLOracle$376,310$420 ▲0.1%2,6910.3%Computer and TechnologyEMREmerson Electric$368,863$34,869 ▼-8.6%3,3640.3%IndustrialsXLKTechnology Select Sector SPDR Fund$363,336$207 ▲0.1%1,7590.3%ETFLOWLowe's Companies$360,478$1,167 ▲0.3%1,5450.3%Retail/WholesaleCSLCarlisle Companies$359,9090.0%1,0570.3%Multi-Sector ConglomeratesUNPUnion Pacific$334,863$945 ▲0.3%1,4170.3%TransportationJNJJohnson & Johnson$333,391$166 ▲0.0%2,0090.3%MedicalMRKMerck & Co., Inc.$328,421$9,879 ▼-2.9%3,6570.2%MedicalFENYFidelity MSCI Energy Index ETF$299,022$39,812 ▼-11.7%11,7020.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$295,808$82,992 ▲39.0%5,7920.2%ETFVVisa$295,0520.0%8410.2%Business ServicesPMPhilip Morris International$282,698$31,605 ▼-10.1%1,7800.2%Consumer StaplesSDYSPDR S&P Dividend ETF$276,247$950 ▲0.3%2,0350.2%ETFIWDiShares Russell 1000 Value ETF$265,6820.0%1,4120.2%ETFGOOGAlphabet$264,568$156 ▲0.1%1,6930.2%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$240,3920.0%3,1240.2%FinanceFNDFSchwab Fundamental International Equity ETF$229,035$20,026 ▼-8.0%6,3360.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$224,967$438 ▲0.2%8,2130.2%ETFOKEONEOK$221,574$1,290 ▲0.6%2,2330.2%EnergyEPDEnterprise Products Partners$221,225$990 ▲0.4%6,4790.2%EnergyAMGNAmgen$212,507$212,507 ▲New Holding6820.2%MedicalDUKDuke Energy$206,245$206,245 ▲New Holding1,6900.2%UtilitiesNVDANVIDIA$203,5380.0%1,8780.2%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$202,759$202,759 ▲New Holding10,4080.2%ETFGLGlobe Life$0$260,957 ▼-100.0%00.0%FinancePEPPepsiCo$0$229,498 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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