The Analysis of Wilkins Miller Wealth Management, LLC's Holdings
Currently, Wilkins Miller Wealth Management, LLC holds 92 types of securities in its portfolio with a total value $167.9M. In the most recent quarter, they have increased their positions in BIV (+15.0K shares, valued at $1.2M), BSCU (+57.2K shares, valued at $968.5K), BSCW (+26.8K shares, valued at $558.8K); decreased their positions in SCHB (-10.3K shares, valued at $270.1K), SPYG (-1.9K shares, valued at $204.7K), SPYV (-2.3K shares, valued at $131.2K); initiated new positions in MS (+1.2K shares, valued at $210.9K), AXP (+550 shares, valued at $203.8K), SCHH (+9.7K shares, valued at $203.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR606.3K shares-0.64%2025-12-312026-01-21
SCHG SCHWAB STRATEGIC TR296.8K shares0.09%2025-12-312026-01-21 IVV ISHARES TR11.9K shares-0.44%2025-12-312026-01-21 BSCS INVESCO EXCH TRD SLF IDX FD313.9K shares-0.91%2025-12-312026-01-21 SPDW SPDR INDEX SHS FDS133.9K shares-0.00%2025-12-312026-01-21 BSCT INVESCO EXCH TRD SLF IDX FD311.2K shares6.67%2025-12-312026-01-21 BSCU INVESCO EXCH TRD SLF IDX FD342.9K shares20.04%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR200.7K shares9.64%2025-12-312026-01-21 IBDV ISHARES TR252.8K shares2.73%2025-12-312026-01-21 GSEW GOLDMAN SACHS ETF TR60.4K shares2.38%2025-12-312026-01-21 FNDX SCHWAB STRATEGIC TR179.6K shares3.34%2025-12-312026-01-21 IBDW ISHARES TR216.4K shares-0.77%2025-12-312026-01-21 IBDU ISHARES TR178.3K shares4.77%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS23.7K shares6.45%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS14.9K shares-2.62%2025-12-312026-01-21 SPYG SPDR SERIES TRUST28.6K shares-6.27%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR115.9K shares-8.16%2025-12-312026-01-21 BSCV INVESCO EXCH TRD SLF IDX FD176.2K shares15.21%2025-12-312026-01-21 BIV VANGUARD BD INDEX FDS35.5K shares72.76%2025-12-312026-01-21 AAPL APPLE INC9.7K shares-3.36%2025-12-312026-01-21 VFMO VANGUARD WELLINGTON FD13.8K shares20.24%2025-12-312026-01-21 BSCW INVESCO EXCH TRD SLF IDX FD120.3K shares28.63%2025-12-312026-01-21 BLV VANGUARD BD INDEX FDS35.9K shares4.26%2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR80.2K shares1.74%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR92.0K shares22.87%2025-12-312026-01-21 IBDT ISHARES TR79.9K shares10.67%2025-12-312026-01-21 BSCR INVESCO EXCH TRD SLF IDX FD100.8K shares-1.53%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.5.6K shares0.34%2025-12-312026-01-21 IJR ISHARES TR13.6K shares8.12%2025-12-312026-01-21 IBDX ISHARES TR64.2K shares1.57%2025-12-312026-01-21 SPYM SPDR SERIES TRUST20.1K shares-0.88%2025-12-312026-01-21 IBDY ISHARES TR58.2K shares6.42%2025-12-312026-01-21 CVX CHEVRON CORP NEW8.6K shares0.73%2025-12-312026-01-21 ALPHABET INC ALPHABET INC4.0K shares-0.59%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR39.7K shares15.57%2025-12-312026-01-21 SPYD SPDR SERIES TRUST27.0K shares-5.55%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR34.5K shares-2.86%2025-12-312026-01-21 MSFT MICROSOFT CORP2.3K shares-0.81%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS14.2K shares-6.43%2025-12-312026-01-21 QUS SPDR SERIES TRUST6.3K shares-10.63%2025-12-312026-01-21 GLD SPDR GOLD TR2.6K shares11.42%2025-12-312026-01-21 VO VANGUARD INDEX FDS3.5K shares27.18%2025-12-312026-01-21 HD HOME DEPOT INC2.9K shares-2.67%2025-12-312026-01-21 USRT ISHARES TR15.8K shares-11.51%2025-12-312026-01-21 ITOT ISHARES TR6.0K shares-0.53%2025-12-312026-01-21 BSCX INVESCO EXCH TRD SLF IDX FD41.2K shares23.49%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR27.3K shares-3.86%2025-12-312026-01-21 XOM EXXON MOBIL CORP5.9K shares0.34%2025-12-312026-01-21 QUAL ISHARES TR3.5K shares-9.65%2025-12-312026-01-21 BSJQ INVESCO EXCH TRD SLF IDX FD29.4K shares-10.18%2025-12-312026-01-21 SO SOUTHERN CO7.3K shares0.11%2025-12-312026-01-21 VYMI VANGUARD WHITEHALL FDS7.1K shares0.81%2025-12-312026-01-21 KO COCA COLA CO8.5K shares0.56%2025-12-312026-01-21 AMZN AMAZON COM INC2.4K shares0.00%2025-12-312026-01-21 LLY ELI LILLY & CO495 shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP2.6K shares-1.98%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR3.5K shares100.17%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.6K shares0.00%2025-12-312026-01-21 BSCY INVESCO EXCH TRD SLF IDX FD23.1K shares63.66%2025-12-312026-01-21 EMR EMERSON ELEC CO3.4K shares0.06%2025-12-312026-01-21 NVDA NVIDIA CORPORATION2.2K shares4.81%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.9K shares0.26%2025-12-312026-01-21 FENY FIDELITY COVINGTON TRUST15.7K shares5.92%2025-12-312026-01-21 TLT ISHARES TR4.0K shares-22.91%2025-12-312026-01-21 LOW LOWES COS INC1.4K shares-1.53%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO2.3K shares-1.92%2025-12-312026-01-21 UNP UNION PAC CORP1.4K shares0.07%2025-12-312026-01-21 CSL CARLISLE COS INC960 shares0.00%2025-12-312026-01-21 IWD ISHARES TR1.4K shares0.00%2025-12-312026-01-21 BSCQ INVESCO EXCH TRD SLF IDX FD14.7K shares7.82%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC1.8K shares-2.22%2025-12-312026-01-21 SDY SPDR SERIES TRUST2.0K shares-4.01%2025-12-312026-01-21 RTX RTX CORPORATION1.5K shares0.27%2025-12-312026-01-21 DTD WISDOMTREE TR3.0K shares0.00%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR367 shares-0.27%2025-12-312026-01-21 V VISA INC710 shares0.14%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE803 shares-1.83%2025-12-312026-01-21 IBDZ ISHARES TR9.2K shares0.99%2025-12-312026-01-21 NSC NORFOLK SOUTHN CORP838 shares0.24%2025-12-312026-01-21 FNDF SCHWAB STRATEGIC TR5.0K shares-8.93%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP1.9K shares0.52%2025-12-312026-01-21 MS MORGAN STANLEY1.2K sharesnew addition2025-12-312026-01-21 EPD ENTERPRISE PRODS PARTNERS L6.6K shares0.50%2025-12-312026-01-21 SPYV SPDR SERIES TRUST3.7K shares-38.63%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO550 sharesnew addition2025-12-312026-01-21 SCHH SCHWAB STRATEGIC TR9.7K sharesnew addition2025-12-312026-01-21 AMGN AMGEN INC619 sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available