Sponsored

The Analysis of Wilkins Miller Wealth Management, LLC's Holdings & P&L

Currently, Wilkins Miller Wealth Management, LLC holds 95 types of securities in its portfolio with a total value $181.8M. In the most recent quarter, they have increased their positions in VO (+13.2K shares, valued at $1.1M), VOO (+529 shares, valued at $363.3K), FNDX (+9.6K shares, valued at $298.1K); decreased their positions in BSCS (-18.4K shares, valued at $375.6K), BLV (-3.8K shares, valued at $258.6K), VIG (-687 shares, valued at $162.6K); initiated new positions in MS (+1.2K shares, valued at $252.9K), IXUS (+2.6K shares, valued at $251.0K), N/A (+2.0K shares, valued at $232.6K).

1M P&L

+511.8K+0.31%

3M P&L

+5.2M+3.20%

HY P&L

+8.1M+5.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A151.2M

90.6%

2Consumer Electronics2.8M

1.7%

3Internet Content & Information2.0M

1.2%

Top Industries by Stock Count

1N/A58 stocks

68.2%

2Drug Manufacturers - General4 stocks

4.7%

3Internet Content & Information2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR592.4K shares-0.32%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR298.3K shares-0.52%2026-06-302026-07-21

ISHARES TR ISHARES TR11.0K shares-1.57%2026-06-302026-07-21

SCHA SCHWAB STRATEGIC TR203.1K shares-0.13%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS139.9K shares1.74%2026-06-302026-07-21

BSCU INVESCO EXCH TRD SLF IDX FD377.7K shares2.97%2026-06-302026-07-21

BSCT INVESCO EXCH TRD SLF IDX FD317.1K shares-0.30%2026-06-302026-07-21

BSCS INVESCO EXCH TRD SLF IDX FD288.3K shares-6.01%2026-06-302026-07-21

Sponsored

FNDX SCHWAB STRATEGIC TR184.6K shares5.48%2026-06-302026-07-21

IBDV ISHARES TR256.3K shares-0.23%2026-06-302026-07-21

GSEW GOLDMAN SACHS ETF TR58.4K shares-0.24%2026-06-302026-07-21

IBDW ISHARES TR207.0K shares-2.09%2026-06-302026-07-21

IBDU ISHARES TR176.2K shares0.03%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS25.8K shares4.49%2026-06-302026-07-21

VFMO VANGUARD WELLINGTON FD14.8K shares3.92%2026-06-302026-07-21

BIV VANGUARD BD INDEX FDS47.6K shares6.15%2026-06-302026-07-21

Sponsored

VIG VANGUARD SPECIALIZED FUNDS14.0K shares-4.67%2026-06-302026-07-21

SPYG SPDR SERIES TRUST27.6K shares0.05%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR104.1K shares-0.29%2026-06-302026-07-21

BSCV INVESCO EXCH TRD SLF IDX FD180.9K shares1.02%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR83.8K shares2.18%2026-06-302026-07-21

AAPL APPLE INC9.8K shares-0.04%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR99.0K shares5.43%2026-06-302026-07-21

IJR ISHARES TR17.4K shares12.61%2026-06-302026-07-21

Sponsored

BSCW INVESCO EXCH TRD SLF IDX FD118.2K shares-0.14%2026-06-302026-07-21

BLV VANGUARD BD INDEX FDS32.7K shares-10.28%2026-06-302026-07-21

IBDT ISHARES TR77.8K shares3.61%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.6K shares3.06%2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST20.5K shares1.35%2026-06-302026-07-21

BSCR INVESCO EXCH TRD SLF IDX FD86.5K shares-5.17%2026-06-302026-07-21

QQQ INVESCO QQQ TR2.3K shares19.22%2026-06-302026-07-21

IBDY ISHARES TR62.8K shares2.15%2026-06-302026-07-21

Sponsored

IBDX ISHARES TR62.6K shares-6.70%2026-06-302026-07-21

SCHM SCHWAB STRATEGIC TR41.9K shares5.18%2026-06-302026-07-21

GOOGL ALPHABET INC4.1K shares1.43%2026-06-302026-07-21

CVX CHEVRON CORPORATION8.7K shares2.03%2026-06-302026-07-21

SCHE SCHWAB STRATEGIC TR39.8K shares5.69%2026-06-302026-07-21

VOO VANGUARD INDEX FDS2.1K shares34.06%2026-06-302026-07-21

VO VANGUARD INDEX FDS17.0K shares349.34%2026-06-302026-07-21

SPYD SPDR SERIES TRUST24.2K shares-3.16%2026-06-302026-07-21

Sponsored

QUS SPDR SERIES TRUST5.9K shares-6.36%2026-06-302026-07-21

BSV VANGUARD BD INDEX FDS14.1K shares1.63%2026-06-302026-07-21

HD HOME DEPOT INC2.8K shares-0.11%2026-06-302026-07-21

GLD SPDR GOLD TR2.7K shares1.03%2026-06-302026-07-21

BSCX INVESCO EXCH TRD SLF IDX FD46.5K shares4.90%2026-06-302026-07-21

ITOT ISHARES TR5.8K shares-2.58%2026-06-302026-07-21

USRT ISHARES TR14.0K shares-0.84%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR25.7K shares-2.30%2026-06-302026-07-21

Sponsored

QUAL ISHARES TR3.6K shares1.32%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP5.8K shares2.78%2026-06-302026-07-21

MSFT MICROSOFT CORP2.1K shares-10.54%2026-06-302026-07-21

VYMI VANGUARD WHITEHALL FDS7.3K shares-4.96%2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO7.3K shares0.10%2026-06-302026-07-21

KO COCA COLA CO8.5K shares0.18%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR3.4K shares-1.30%2026-06-302026-07-21

BSCY INVESCO EXCH TRD SLF IDX FD29.1K shares8.21%2026-06-302026-07-21

Sponsored

GOOG ALPHABET INC1.6K shares6.06%2026-06-302026-07-21

LLY ELI LILLY & CO470 shares-3.09%2026-06-302026-07-21

SCHH SCHWAB STRATEGIC TR23.1K shares27.51%2026-06-302026-07-21

BSJQ INVESCO EXCH TRD SLF IDX FD23.7K shares-5.22%2026-06-302026-07-21

JNJ JOHNSON & JOHNSON2.0K shares1.97%2026-06-302026-07-21

EMR EMERSON ELEC CO3.5K shares2.25%2026-06-302026-07-21

NVDA NVIDIA CORPORATION2.4K shares9.05%2026-06-302026-07-21

FENY FIDELITY COVINGTON TRUST15.8K shares0.18%2026-06-302026-07-21

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL932 shares-1.06%2026-06-302026-07-21

MRK MERCK & CO INC3.6K shares0.61%2026-06-302026-07-21

AMZN AMAZON COM INC1.9K shares-18.38%2026-06-302026-07-21

UNP UNION PAC CORP1.4K shares0.07%2026-06-302026-07-21

ORACLE CORP ORACLE CORP2.6K shares0.27%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T468 shares40.96%2026-06-302026-07-21

CSL CARLISLE COS INC960 shares0.00%2026-06-302026-07-21

IWD ISHARES TR1.4K shares0.00%2026-06-302026-07-21

Sponsored

LOW LOWES COS INC1.4K shares0.21%2026-06-302026-07-21

GE GE AEROSPACE804 shares0.00%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION1.6K shares4.94%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC1.6K shares-5.63%2026-06-302026-07-21

DTD WISDOMTREE TR3.0K shares0.00%2026-06-302026-07-21

BK BANK OF NY MELLON CORP1.9K shares-0.93%2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP842 shares0.24%2026-06-302026-07-21

FNDF SCHWAB STRATEGIC TR5.0K shares0.44%2026-06-302026-07-21

Sponsored

MS MORGAN STANLEY1.2K sharesnew addition2026-06-302026-07-21

IXUS ISHARES TR2.6K sharesnew addition2026-06-302026-07-21

SDY SPDR SERIES TRUST1.6K shares-18.45%2026-06-302026-07-21

BSCQ INVESCO EXCH TRD SLF IDX FD11.9K shares-10.21%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC2.0K sharesnew addition2026-06-302026-07-21

IBDZ ISHARES TR8.8K shares-3.60%2026-06-302026-07-21

AMGN AMGEN INC624 shares0.32%2026-06-302026-07-21

SPYV SPDR SERIES TRUST3.6K shares0.33%2026-06-302026-07-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L6.0K shares-4.30%2026-06-302026-07-21

VLO VALERO ENERGY CORP824 sharesnew addition2026-06-302026-07-21

PG PROCTER & GAMBLE CO1.4K shares-34.44%2026-06-302026-07-21

VTV VANGUARD INDEX FDS966 sharesnew addition2026-06-302026-07-21

MPC MARATHON PETE CORP814 sharesnew addition2026-06-302026-07-21

VISA INC VISA INC594 shares-16.46%2026-06-302026-07-21

VB VANGUARD INDEX FDS671 sharesnew addition2026-06-302026-07-21

SCHX

SCHWAB STRATEGIC TR

-0.32%

Shares592.4K

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

-0.52%

Shares298.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-1.57%

Shares11.0K

Event2026-06-30

Filed2026-07-21

SCHA

SCHWAB STRATEGIC TR

-0.13%

Shares203.1K

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

1.74%

Shares139.9K

Event2026-06-30

Filed2026-07-21

BSCU

INVESCO EXCH TRD SLF IDX FD

2.97%

Shares377.7K

Event2026-06-30

Filed2026-07-21

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.30%

Shares317.1K

Event2026-06-30

Filed2026-07-21

BSCS

INVESCO EXCH TRD SLF IDX FD

-6.01%

Shares288.3K

Event2026-06-30

Filed2026-07-21

FNDX

SCHWAB STRATEGIC TR

5.48%

Shares184.6K

Event2026-06-30

Filed2026-07-21

IBDV

ISHARES TR

-0.23%

Shares256.3K

Event2026-06-30

Filed2026-07-21

GSEW

GOLDMAN SACHS ETF TR

-0.24%

Shares58.4K

Event2026-06-30

Filed2026-07-21

IBDW

ISHARES TR

-2.09%

Shares207.0K

Event2026-06-30

Filed2026-07-21

IBDU

ISHARES TR

0.03%

Shares176.2K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

4.49%

Shares25.8K

Event2026-06-30

Filed2026-07-21

VFMO

VANGUARD WELLINGTON FD

3.92%

Shares14.8K

Event2026-06-30

Filed2026-07-21

BIV

VANGUARD BD INDEX FDS

6.15%

Shares47.6K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

-4.67%

Shares14.0K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

0.05%

Shares27.6K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

-0.29%

Shares104.1K

Event2026-06-30

Filed2026-07-21

BSCV

INVESCO EXCH TRD SLF IDX FD

1.02%

Shares180.9K

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

2.18%

Shares83.8K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

-0.04%

Shares9.8K

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

5.43%

Shares99.0K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

12.61%

Shares17.4K

Event2026-06-30

Filed2026-07-21

BSCW

INVESCO EXCH TRD SLF IDX FD

-0.14%

Shares118.2K

Event2026-06-30

Filed2026-07-21

BLV

VANGUARD BD INDEX FDS

-10.28%

Shares32.7K

Event2026-06-30

Filed2026-07-21

IBDT

ISHARES TR

3.61%

Shares77.8K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

3.06%

Shares5.6K

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

1.35%

Shares20.5K

Event2026-06-30

Filed2026-07-21

BSCR

INVESCO EXCH TRD SLF IDX FD

-5.17%

Shares86.5K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

19.22%

Shares2.3K

Event2026-06-30

Filed2026-07-21

IBDY

ISHARES TR

2.15%

Shares62.8K

Event2026-06-30

Filed2026-07-21

IBDX

ISHARES TR

-6.70%

Shares62.6K

Event2026-06-30

Filed2026-07-21

SCHM

SCHWAB STRATEGIC TR

5.18%

Shares41.9K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

1.43%

Shares4.1K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

2.03%

Shares8.7K

Event2026-06-30

Filed2026-07-21

SCHE

SCHWAB STRATEGIC TR

5.69%

Shares39.8K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

34.06%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

349.34%

Shares17.0K

Event2026-06-30

Filed2026-07-21

SPYD

SPDR SERIES TRUST

-3.16%

Shares24.2K

Event2026-06-30

Filed2026-07-21

QUS

SPDR SERIES TRUST

-6.36%

Shares5.9K

Event2026-06-30

Filed2026-07-21

BSV

VANGUARD BD INDEX FDS

1.63%

Shares14.1K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-0.11%

Shares2.8K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

1.03%

Shares2.7K

Event2026-06-30

Filed2026-07-21

BSCX

INVESCO EXCH TRD SLF IDX FD

4.90%

Shares46.5K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

-2.58%

Shares5.8K

Event2026-06-30

Filed2026-07-21

USRT

ISHARES TR

-0.84%

Shares14.0K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

-2.30%

Shares25.7K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

1.32%

Shares3.6K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

2.78%

Shares5.8K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-10.54%

Shares2.1K

Event2026-06-30

Filed2026-07-21

VYMI

VANGUARD WHITEHALL FDS

-4.96%

Shares7.3K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

0.10%

Shares7.3K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

0.18%

Shares8.5K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

-1.30%

Shares3.4K

Event2026-06-30

Filed2026-07-21

BSCY

INVESCO EXCH TRD SLF IDX FD

8.21%

Shares29.1K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

6.06%

Shares1.6K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-3.09%

Shares470

Event2026-06-30

Filed2026-07-21

SCHH

SCHWAB STRATEGIC TR

27.51%

Shares23.1K

Event2026-06-30

Filed2026-07-21

BSJQ

INVESCO EXCH TRD SLF IDX FD

-5.22%

Shares23.7K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

1.97%

Shares2.0K

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

2.25%

Shares3.5K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

9.05%

Shares2.4K

Event2026-06-30

Filed2026-07-21

FENY

FIDELITY COVINGTON TRUST

0.18%

Shares15.8K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.06%

Shares932

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

0.61%

Shares3.6K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

-18.38%

Shares1.9K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

0.27%

Shares2.6K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

40.96%

Shares468

Event2026-06-30

Filed2026-07-21

CSL

CARLISLE COS INC

0.00%

Shares960

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

0.00%

Shares804

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

4.94%

Shares1.6K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-5.63%

Shares1.6K

Event2026-06-30

Filed2026-07-21

DTD

WISDOMTREE TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

-0.93%

Shares1.9K

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

0.24%

Shares842

Event2026-06-30

Filed2026-07-21

FNDF

SCHWAB STRATEGIC TR

0.44%

Shares5.0K

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

-18.45%

Shares1.6K

Event2026-06-30

Filed2026-07-21

BSCQ

INVESCO EXCH TRD SLF IDX FD

-10.21%

Shares11.9K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-21

IBDZ

ISHARES TR

-3.60%

Shares8.8K

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

0.32%

Shares624

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

0.33%

Shares3.6K

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

-4.30%

Shares6.0K

Event2026-06-30

Filed2026-07-21

VLO

VALERO ENERGY CORP

New

Shares824

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-34.44%

Shares1.4K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

New

Shares966

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

New

Shares814

Event2026-06-30

Filed2026-07-21

VISA INC

-16.46%

Shares594

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

New

Shares671

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available