Sponsored

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

Currently, Wilkins Miller Wealth Management, LLC holds 89 types of securities in its portfolio with a total value $165.3M. In the most recent quarter, they have increased their positions in BIV (+9.3K shares, valued at $718.8K), BSCU (+23.8K shares, valued at $398.7K), IJR (+1.8K shares, valued at $224.1K); decreased their positions in IVV (-674 shares, valued at $440.2K), SCHX (-12.0K shares, valued at $307.4K), SCHB (-11.5K shares, valued at $289.3K).

1M P&L

+4.1M+2.48%

3M P&L

+1.8M+1.04%

HY P&L

+8.7M+5.38%

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/A144.7M

90.3%

2Oil & Gas Integrated2.7M

1.7%

3Consumer Electronics2.5M

1.5%

Top Industries by Stock Count

1N/A56 stocks

69.1%

2Drug Manufacturers - General3 stocks

3.7%

3Banks - Diversified2 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR594.3K shares-1.98%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR299.9K shares1.05%2026-03-312026-04-22

IVV ISHARES TR11.2K shares-5.67%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS137.5K shares2.65%2026-03-312026-04-22

BSCS INVESCO EXCH TRD SLF IDX FD306.7K shares-2.28%2026-03-312026-04-22

BSCU INVESCO EXCH TRD SLF IDX FD366.8K shares6.95%2026-03-312026-04-22

BSCT INVESCO EXCH TRD SLF IDX FD318.1K shares2.20%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR203.4K shares1.34%2026-03-312026-04-22

Sponsored

IBDV ISHARES TR256.9K shares1.61%2026-03-312026-04-22

GSEW GOLDMAN SACHS ETF TR58.5K shares-3.00%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR175.0K shares-2.57%2026-03-312026-04-22

IBDW ISHARES TR211.4K shares-2.28%2026-03-312026-04-22

IBDU ISHARES TR176.1K shares-1.19%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS24.6K shares3.93%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS44.8K shares26.22%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS14.7K shares-0.98%2026-03-312026-04-22

Sponsored

BSCV INVESCO EXCH TRD SLF IDX FD179.1K shares1.63%2026-03-312026-04-22

VFMO VANGUARD WELLINGTON FD14.2K shares3.02%2026-03-312026-04-22

SPYG SPDR SERIES TRUST27.6K shares-3.79%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR104.4K shares-9.94%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS36.5K shares1.76%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR82.0K shares2.26%2026-03-312026-04-22

AAPL APPLE INC9.8K shares0.26%2026-03-312026-04-22

BSCW INVESCO EXCH TRD SLF IDX FD118.4K shares-1.60%2026-03-312026-04-22

Sponsored

SCHF SCHWAB STRATEGIC TR93.9K shares2.13%2026-03-312026-04-22

IJR ISHARES TR15.4K shares13.22%2026-03-312026-04-22

IBDT ISHARES TR75.1K shares-6.07%2026-03-312026-04-22

BSCR INVESCO EXCH TRD SLF IDX FD91.3K shares-9.47%2026-03-312026-04-22

CVX CHEVRON CORPORATION8.5K shares-1.21%2026-03-312026-04-22

IBDX ISHARES TR67.1K shares4.50%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO5.5K shares-2.89%2026-03-312026-04-22

IBDY ISHARES TR61.5K shares5.64%2026-03-312026-04-22

Sponsored

SPYM SPDR SERIES TRUST20.3K shares0.83%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR37.7K shares9.19%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR39.9K shares0.52%2026-03-312026-04-22

ALPHABET INC ALPHABET INC4.1K shares0.87%2026-03-312026-04-22

SPYD SPDR SERIES TRUST24.9K shares-7.57%2026-03-312026-04-22

GLD SPDR GOLD TR2.6K shares2.90%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-1.48%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS13.8K shares-2.26%2026-03-312026-04-22

Sponsored

VO VANGUARD INDEX FDS3.8K shares9.14%2026-03-312026-04-22

QUS SPDR SERIES TRUST6.3K shares-0.32%2026-03-312026-04-22

XOM EXXON MOBIL CORP5.6K shares-4.46%2026-03-312026-04-22

HD HOME DEPOT INC2.9K shares-0.83%2026-03-312026-04-22

BSCX INVESCO EXCH TRD SLF IDX FD44.3K shares7.42%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares-12.06%2026-03-312026-04-22

MSFT MICROSOFT CORP2.3K shares0.09%2026-03-312026-04-22

ITOT ISHARES TR5.9K shares-1.63%2026-03-312026-04-22

Sponsored

USRT ISHARES TR14.1K shares-10.48%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR26.3K shares-3.77%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS7.7K shares8.60%2026-03-312026-04-22

SO SOUTHERN CO7.3K shares0.10%2026-03-312026-04-22

QUAL ISHARES TR3.6K shares0.31%2026-03-312026-04-22

KO COCA COLA CO8.5K shares0.01%2026-03-312026-04-22

BSJQ INVESCO EXCH TRD SLF IDX FD25.0K shares-14.85%2026-03-312026-04-22

BSCY INVESCO EXCH TRD SLF IDX FD26.9K shares16.33%2026-03-312026-04-22

Sponsored

FENY FIDELITY COVINGTON TRUST15.8K shares0.54%2026-03-312026-04-22

AMZN AMAZON COM INC2.3K shares-3.69%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON1.9K shares0.36%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR3.5K shares-1.67%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL942 shares39.14%2026-03-312026-04-22

LLY ELI LILLY & CO485 shares-2.02%2026-03-312026-04-22

EMR EMERSON ELEC CO3.4K shares0.18%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.5K shares-2.44%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC3.6K shares0.70%2026-03-312026-04-22

SCHH SCHWAB STRATEGIC TR18.1K shares86.40%2026-03-312026-04-22

ORCL ORACLE CORP2.6K shares0.11%2026-03-312026-04-22

NVDA NVIDIA CORPORATION2.2K shares0.00%2026-03-312026-04-22

UNP UNION PAC CORP1.4K shares0.07%2026-03-312026-04-22

LOW LOWES COS INC1.4K shares0.28%2026-03-312026-04-22

CSL CARLISLE COS INC960 shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.2K shares-5.92%2026-03-312026-04-22

Sponsored

IWD ISHARES TR1.4K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION1.5K shares0.27%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC1.7K shares-1.08%2026-03-312026-04-22

SDY SPDR SERIES TRUST2.0K shares-1.81%2026-03-312026-04-22

BSCQ INVESCO EXCH TRD SLF IDX FD13.3K shares-9.43%2026-03-312026-04-22

DTD WISDOMTREE TR3.0K shares0.00%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR5.0K shares0.00%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP840 shares0.24%2026-03-312026-04-22

Sponsored

IBDZ ISHARES TR9.1K shares-0.84%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L6.2K shares-5.15%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP1.9K shares0.42%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE804 shares0.12%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K shares0.29%2026-03-312026-04-22

AMGN AMGEN INC622 shares0.48%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T332 shares-9.54%2026-03-312026-04-22

V VISA INC711 shares0.14%2026-03-312026-04-22

Sponsored

SPYV SPDR SERIES TRUST3.6K shares-1.06%2026-03-312026-04-22

SCHX

SCHWAB STRATEGIC TR

-1.98%

Shares594.3K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

1.05%

Shares299.9K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-5.67%

Shares11.2K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

2.65%

Shares137.5K

Event2026-03-31

Filed2026-04-22

BSCS

INVESCO EXCH TRD SLF IDX FD

-2.28%

Shares306.7K

Event2026-03-31

Filed2026-04-22

BSCU

INVESCO EXCH TRD SLF IDX FD

6.95%

Shares366.8K

Event2026-03-31

Filed2026-04-22

BSCT

INVESCO EXCH TRD SLF IDX FD

2.20%

Shares318.1K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

1.34%

Shares203.4K

Event2026-03-31

Filed2026-04-22

IBDV

ISHARES TR

1.61%

Shares256.9K

Event2026-03-31

Filed2026-04-22

GSEW

GOLDMAN SACHS ETF TR

-3.00%

Shares58.5K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

-2.57%

Shares175.0K

Event2026-03-31

Filed2026-04-22

IBDW

ISHARES TR

-2.28%

Shares211.4K

Event2026-03-31

Filed2026-04-22

IBDU

ISHARES TR

-1.19%

Shares176.1K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

3.93%

Shares24.6K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

26.22%

Shares44.8K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.98%

Shares14.7K

Event2026-03-31

Filed2026-04-22

BSCV

INVESCO EXCH TRD SLF IDX FD

1.63%

Shares179.1K

Event2026-03-31

Filed2026-04-22

VFMO

VANGUARD WELLINGTON FD

3.02%

Shares14.2K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

-3.79%

Shares27.6K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

-9.94%

Shares104.4K

Event2026-03-31

Filed2026-04-22

BLV

VANGUARD BD INDEX FDS

1.76%

Shares36.5K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

2.26%

Shares82.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.26%

Shares9.8K

Event2026-03-31

Filed2026-04-22

BSCW

INVESCO EXCH TRD SLF IDX FD

-1.60%

Shares118.4K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

2.13%

Shares93.9K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

13.22%

Shares15.4K

Event2026-03-31

Filed2026-04-22

IBDT

ISHARES TR

-6.07%

Shares75.1K

Event2026-03-31

Filed2026-04-22

BSCR

INVESCO EXCH TRD SLF IDX FD

-9.47%

Shares91.3K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-1.21%

Shares8.5K

Event2026-03-31

Filed2026-04-22

IBDX

ISHARES TR

4.50%

Shares67.1K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-2.89%

Shares5.5K

Event2026-03-31

Filed2026-04-22

IBDY

ISHARES TR

5.64%

Shares61.5K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

0.83%

Shares20.3K

Event2026-03-31

Filed2026-04-22

SCHE

SCHWAB STRATEGIC TR

9.19%

Shares37.7K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

0.52%

Shares39.9K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.87%

Shares4.1K

Event2026-03-31

Filed2026-04-22

SPYD

SPDR SERIES TRUST

-7.57%

Shares24.9K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

2.90%

Shares2.6K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-1.48%

Shares1.9K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

-2.26%

Shares13.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

9.14%

Shares3.8K

Event2026-03-31

Filed2026-04-22

QUS

SPDR SERIES TRUST

-0.32%

Shares6.3K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-4.46%

Shares5.6K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-0.83%

Shares2.9K

Event2026-03-31

Filed2026-04-22

BSCX

INVESCO EXCH TRD SLF IDX FD

7.42%

Shares44.3K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-12.06%

Shares1.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-1.63%

Shares5.9K

Event2026-03-31

Filed2026-04-22

USRT

ISHARES TR

-10.48%

Shares14.1K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-3.77%

Shares26.3K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

8.60%

Shares7.7K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

0.10%

Shares7.3K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

0.31%

Shares3.6K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

0.01%

Shares8.5K

Event2026-03-31

Filed2026-04-22

BSJQ

INVESCO EXCH TRD SLF IDX FD

-14.85%

Shares25.0K

Event2026-03-31

Filed2026-04-22

BSCY

INVESCO EXCH TRD SLF IDX FD

16.33%

Shares26.9K

Event2026-03-31

Filed2026-04-22

FENY

FIDELITY COVINGTON TRUST

0.54%

Shares15.8K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-3.69%

Shares2.3K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

0.36%

Shares1.9K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-1.67%

Shares3.5K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

39.14%

Shares942

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-2.02%

Shares485

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

0.18%

Shares3.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-2.44%

Shares1.5K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

0.70%

Shares3.6K

Event2026-03-31

Filed2026-04-22

SCHH

SCHWAB STRATEGIC TR

86.40%

Shares18.1K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.11%

Shares2.6K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

0.28%

Shares1.4K

Event2026-03-31

Filed2026-04-22

CSL

CARLISLE COS INC

0.00%

Shares960

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-5.92%

Shares2.2K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

0.27%

Shares1.5K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

-1.08%

Shares1.7K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

-1.81%

Shares2.0K

Event2026-03-31

Filed2026-04-22

BSCQ

INVESCO EXCH TRD SLF IDX FD

-9.43%

Shares13.3K

Event2026-03-31

Filed2026-04-22

DTD

WISDOMTREE TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

0.24%

Shares840

Event2026-03-31

Filed2026-04-22

IBDZ

ISHARES TR

-0.84%

Shares9.1K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

-5.15%

Shares6.2K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

0.42%

Shares1.9K

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

0.12%

Shares804

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

0.29%

Shares1.7K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.48%

Shares622

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-9.54%

Shares332

Event2026-03-31

Filed2026-04-22

VISA INC

0.14%

Shares711

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

-1.06%

Shares3.6K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available