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 $161.5M. In the most recent quarter, they have increased their positions in VFMO (+4.2K shares, valued at $797.5K), BIV (+8.6K shares, valued at $665.8K), BSCW (+31.2K shares, valued at $647.7K); decreased their positions in BSV (-4.9K shares, valued at $388.6K), BSCS (-12.2K shares, valued at $249.9K), BSCR (-12.4K shares, valued at $244.8K); initiated new positions in BSCY (+14.1K shares, valued at $297.1K), IBDZ (+9.1K shares, valued at $240.5K), BK (+1.9K shares, valued at $208.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR610.3K shares0.60%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR296.5K shares2.30%2025-09-302025-11-10

IVV ISHARES TR11.9K shares6.13%2025-09-302025-11-10

BSCS INVESCO EXCH TRD SLF IDX FD316.8K shares-3.71%2025-09-302025-11-10

SPDW SPDR INDEX SHS FDS134.0K shares2.88%2025-09-302025-11-10

IBDV ISHARES TR246.1K shares0.33%2025-09-302025-11-10

BSCT INVESCO EXCH TRD SLF IDX FD291.7K shares4.17%2025-09-302025-11-10

SCHA SCHWAB STRATEGIC TR183.1K shares4.14%2025-09-302025-11-10

Sponsored

GSEW GOLDMAN SACHS ETF TR59.0K shares4.45%2025-09-302025-11-10

BSCU INVESCO EXCH TRD SLF IDX FD285.7K shares13.60%2025-09-302025-11-10

IBDW ISHARES TR218.1K shares4.49%2025-09-302025-11-10

FNDX SCHWAB STRATEGIC TR173.8K shares-0.27%2025-09-302025-11-10

IBDU ISHARES TR170.1K shares-3.50%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS15.3K shares0.51%2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR126.2K shares1.94%2025-09-302025-11-10

SPYG SPDR SERIES TRUST30.6K shares-0.70%2025-09-302025-11-10

Sponsored

VYM VANGUARD WHITEHALL FDS22.3K shares4.32%2025-09-302025-11-10

AAPL APPLE INC10.1K shares-0.32%2025-09-302025-11-10

BSCV INVESCO EXCH TRD SLF IDX FD153.0K shares16.48%2025-09-302025-11-10

BLV VANGUARD BD INDEX FDS34.4K shares3.20%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR78.8K shares0.08%2025-09-302025-11-10

VFMO VANGUARD WELLINGTON FD11.5K shares57.38%2025-09-302025-11-10

BSCR INVESCO EXCH TRD SLF IDX FD102.4K shares-10.81%2025-09-302025-11-10

BSCW INVESCO EXCH TRD SLF IDX FD93.5K shares50.01%2025-09-302025-11-10

Sponsored

IBDT ISHARES TR72.2K shares-1.94%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.5.6K shares0.54%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR74.8K shares6.29%2025-09-302025-11-10

IBDX ISHARES TR63.2K shares14.17%2025-09-302025-11-10

SPYM SPDR SERIES TRUST20.3K shares5.77%2025-09-302025-11-10

BIV VANGUARD BD INDEX FDS20.6K shares72.14%2025-09-302025-11-10

IJR ISHARES TR12.6K shares22.37%2025-09-302025-11-10

IBDY ISHARES TR54.7K shares31.85%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP NEW8.6K shares2.93%2025-09-302025-11-10

SPYD SPDR SERIES TRUST28.6K shares0.68%2025-09-302025-11-10

MSFT MICROSOFT CORP2.4K shares0.60%2025-09-302025-11-10

QUS SPDR SERIES TRUST7.1K shares0.00%2025-09-302025-11-10

QQQ INVESCO QQQ TR2.0K shares0.05%2025-09-302025-11-10

HD HOME DEPOT INC3.0K shares-0.87%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS15.1K shares-24.57%2025-09-302025-11-10

SCHE SCHWAB STRATEGIC TR35.5K shares-2.06%2025-09-302025-11-10

Sponsored

VOO VANGUARD INDEX FDS1.9K shares-2.50%2025-09-302025-11-10

USRT ISHARES TR17.8K shares-6.10%2025-09-302025-11-10

SCHM SCHWAB STRATEGIC TR34.3K shares5.92%2025-09-302025-11-10

GOOGL ALPHABET INC4.1K shares0.95%2025-09-302025-11-10

BSJP INVESCO EXCH TRD SLF IDX FD42.0K shares-4.99%2025-09-302025-11-10

ITOT ISHARES TR6.1K shares21.42%2025-09-302025-11-10

GLD SPDR GOLD TR2.3K shares39.45%2025-09-302025-11-10

VO VANGUARD INDEX FDS2.7K shares25.30%2025-09-302025-11-10

Sponsored

SCHD SCHWAB STRATEGIC TR28.4K shares-0.59%2025-09-302025-11-10

BSJQ INVESCO EXCH TRD SLF IDX FD32.7K shares-6.18%2025-09-302025-11-10

QUAL ISHARES TR3.9K shares0.20%2025-09-302025-11-10

ORCL ORACLE CORP2.7K shares-0.96%2025-09-302025-11-10

BSCX INVESCO EXCH TRD SLF IDX FD33.4K shares52.23%2025-09-302025-11-10

SO SOUTHERN CO7.3K shares-0.30%2025-09-302025-11-10

XOM EXXON MOBIL CORP5.9K shares1.45%2025-09-302025-11-10

VYMI VANGUARD WHITEHALL FDS7.0K shares16.31%2025-09-302025-11-10

Sponsored

KO COCA COLA CO8.4K shares-3.34%2025-09-302025-11-10

AMZN AMAZON COM INC2.4K shares1.17%2025-09-302025-11-10

XLK SELECT SECTOR SPDR TR1.8K shares0.06%2025-09-302025-11-10

TLT ISHARES TR5.2K shares3.24%2025-09-302025-11-10

EMR EMERSON ELEC CO3.4K shares0.18%2025-09-302025-11-10

NVDA NVIDIA CORPORATION2.1K shares3.81%2025-09-302025-11-10

GOOG ALPHABET INC1.6K shares1.10%2025-09-302025-11-10

BSCP INVESCO EXCH TRD SLF IDX FD18.3K shares-12.68%2025-09-302025-11-10

Sponsored

LLY ELI LILLY & CO495 shares-3.32%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO2.4K shares-11.34%2025-09-302025-11-10

FENY FIDELITY COVINGTON TRUST14.8K shares25.66%2025-09-302025-11-10

LOW LOWES COS INC1.4K shares0.42%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON1.9K shares0.79%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL677 shares0.89%2025-09-302025-11-10

UNP UNION PAC CORP1.4K shares0.07%2025-09-302025-11-10

SPYV SPDR SERIES TRUST6.0K shares2.89%2025-09-302025-11-10

Sponsored

CSL CARLISLE COS INC960 shares-9.18%2025-09-302025-11-10

MRK MERCK & CO INC3.7K shares0.22%2025-09-302025-11-10

BSCY INVESCO EXCH TRD SLF IDX FD14.1K sharesnew addition2025-09-302025-11-10

PM PHILIP MORRIS INTL INC1.8K shares0.61%2025-09-302025-11-10

SDY SPDR SERIES TRUST2.1K shares1.32%2025-09-302025-11-10

IWD ISHARES TR1.4K shares0.00%2025-09-302025-11-10

BSCQ INVESCO EXCH TRD SLF IDX FD13.6K shares30.67%2025-09-302025-11-10

DTD WISDOMTREE TR3.0K shares-4.00%2025-09-302025-11-10

Sponsored

NSC NORFOLK SOUTHN CORP836 shares0.24%2025-09-302025-11-10

RTX RTX CORPORATION1.5K shares0.68%2025-09-302025-11-10

GE GE AEROSPACE818 shares0.62%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR368 shares0.27%2025-09-302025-11-10

V VISA INC709 shares0.85%2025-09-302025-11-10

IBDZ ISHARES TR9.1K sharesnew addition2025-09-302025-11-10

FNDF SCHWAB STRATEGIC TR5.5K shares-14.16%2025-09-302025-11-10

EFA ISHARES TR2.3K shares0.00%2025-09-302025-11-10

Sponsored

DUK DUKE ENERGY CORP NEW1.7K shares0.59%2025-09-302025-11-10

BK BANK NEW YORK MELLON CORP1.9K sharesnew addition2025-09-302025-11-10

META META PLATFORMS INC280 shares2.56%2025-09-302025-11-10

EPD ENTERPRISE PRODS PARTNERS L6.5K shares0.51%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available