Wilkins Miller Wealth Management, LLC Top Holdings and 13F Report (2025) About Wilkins Miller Wealth Management, LLCInvestment ActivityWilkins Miller Wealth Management, LLC has $95.59 million in total holdings as of December 31, 2024.Wilkins Miller Wealth Management, LLC owns shares of 71 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Schwab US Large-Cap ETF $13,075,376Schwab U.S. Large-Cap Growth ETF $7,250,765iShares Core S&P 500 ETF $6,682,966iShares iBonds Dec 2030 Term Corporate ETF $5,585,470Schwab US Small-Cap ETF $4,858,903 Sector AllocationMap of 500 Largest Holdings ofWilkins Miller Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$13,075,376564,07913.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,250,765260,1637.6%ETFIVViShares Core S&P 500 ETF$6,682,96611,3527.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,585,470261,4915.8%ETFSCHASchwab US Small-Cap ETF$4,858,903187,8925.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$4,621,666251,9994.8%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$4,014,020169,5104.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$3,999,610175,4214.2%ETFBLVVanguard Long-Term Bond ETF$2,661,31138,8912.8%ETFAAPLApple$2,643,98510,5572.8%Computer and TechnologySCHBSchwab US Broad Market ETF$2,578,325113,5822.7%ETFVYMVanguard High Dividend Yield ETF$2,279,08617,8612.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,795,79368,8821.9%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,666,387103,8241.7%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,602,55864,3591.7%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,598,46563,6831.7%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,516,28361,6871.6%ETFJPMJPMorgan Chase & Co.$1,370,1495,7141.4%FinanceBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$1,298,76556,2961.4%ETFCVXChevron$1,208,4468,3421.3%Oils/EnergySCHFSchwab International Equity ETF$1,207,39865,2641.3%ETFMSFTMicrosoft$1,051,7722,4941.1%Computer and TechnologyQQQInvesco QQQ$1,018,3111,9911.1%FinanceSCHESchwab Emerging Markets Equity ETF$991,64837,2371.0%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$930,55439,9801.0%ETFSCHDSchwab US Dividend Equity ETF$793,81029,0550.8%ETFGOOGLAlphabet$791,0554,1780.8%Computer and TechnologyBSCWInvesco BulletShares 2032 Corporate Bond ETF$672,88533,4600.7%ETFXOMExxon Mobil$622,2635,7840.7%Oils/EnergySOSouthern$606,7007,3690.6%UtilitiesBSCSInvesco BulletShares 2028 Corporate Bond ETF$581,61628,8930.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$573,7824,4600.6%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$562,18927,6260.6%ETFKOCoca-Cola$542,1148,7070.6%Consumer StaplesBSCUInvesco BulletShares 2030 Corporate Bond ETF$533,05632,5630.6%ManufacturingIJRiShares Core S&P Small-Cap ETF$522,4874,5340.5%ETFINVESCO EXCH TRD SLF IDX FD$487,20823,6270.5%INVESCO BULLETSHBIVVanguard Intermediate-Term Bond ETF$485,6706,4990.5%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$475,78223,0400.5%ETFEMREmerson Electric$456,4283,6820.5%Industrial ProductsPGProcter & Gamble$449,8162,6820.5%Consumer StaplesORCLOracle$447,9802,6880.5%Computer and TechnologyLLYEli Lilly and Company$420,7405450.4%MedicalXLKTechnology Select Sector SPDR Fund$408,8441,7580.4%ETFCSLCarlisle Companies$389,8641,0570.4%Multi-Sector ConglomeratesLOWLowe's Companies$380,1361,5400.4%Retail/WholesaleMRKMerck & Co., Inc.$374,8113,7670.4%MedicalVFMOVanguard U.S. Momentum Factor ETF$371,7362,2610.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$339,1849,9370.4%ETFUNPUnion Pacific$322,4421,4130.3%TransportationGOOGAlphabet$322,2961,6920.3%Computer and TechnologyBRK.BBerkshire Hathaway$321,3767090.3%FinanceFENYFidelity MSCI Energy Index ETF$316,15013,2600.3%ETFBSVVanguard Short-Term Bond ETF$311,3984,0300.3%ETFVOVanguard Mid-Cap ETF$305,7041,1570.3%ETFJNJJohnson & Johnson$290,6132,0080.3%MedicalSDYSPDR S&P Dividend ETF$268,0852,0280.3%ETFVVisa$265,8188410.3%Business ServicesIWDiShares Russell 1000 Value ETF$261,4041,4120.3%ETFGLGlobe Life$260,9572,3400.3%FinanceNVDANVIDIA$252,1971,8780.3%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$247,0163,1980.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$243,4868,1970.3%ETFPMPhilip Morris International$238,2461,9790.2%Consumer StaplesDTDWisdomTree Total U.S. Dividend Fund$236,9943,1240.2%FinanceVIGVanguard Dividend Appreciation ETF$235,1431,2000.2%ETFPEPPepsiCo$229,4981,5090.2%Consumer StaplesFNDFSchwab Fundamental International Large Company Index ETF$228,8656,8900.2%ETFOKEONEOK$222,9142,2200.2%Oils/EnergySPYVSPDR Portfolio S&P 500 Value ETF$213,1094,1670.2%ETFEPDEnterprise Products Partners$202,2836,4500.2%Oils/EnergyShowing 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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