Wilkins Miller Wealth Management, LLC Portfolio Holdings

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025

Wilkins Miller Wealth Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $12.6B, Schwab Strategic Tr Us Large C with a value of $6.9B, Invesco ETF Fd Tr Invesco Bull with a value of $6.62B, Ishares Core S&P 500 ETF with a value of $6.36B, and Ishares Tr with a value of $5.58B.

Examining the 13F form we can see an increase of $37.4B in the current position value, from $95.6B to 133B.

Wilkins Miller Wealth Management, LLC is based out at Mobile, AL

Below you can find more details about Wilkins Miller Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $102 Billion
Technology: $3.86 Billion
Energy: $2.54 Billion
Financial Services: $2.08 Billion
Consumer Cyclical: $2.04 Billion
Consumer Defensive: $1.36 Billion
Healthcare: $1.3 Billion
Industrials: $1.06 Billion
Other: $1.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.6 Billion 9.44% of portfolio
569,000
Q1 2025 Added 0.87%
$0
$6.9 Billion 5.19% of portfolio
275,488
Q1 2025 Added 5.89%
$0
$6.62 Billion 4.98% of portfolio
325,394
Q1 2025 Added 1,026.2%
$0
$6.36 Billion 4.78% of portfolio
11,312
Q1 2025 Reduced 0.35%
$0
$5.58 Billion 4.19% of portfolio
256,721
Q1 2025 Reduced 1.82%
$0
$5.09 Billion 3.83% of portfolio
274,790
Q1 2025 Added 9.04%
$0
$4.61 Billion 3.46% of portfolio
126,503
Q1 2025 Added 1,173.05%
$0
$4.57 Billion 3.44% of portfolio
220,293
Q1 2025 Added 697.41%
$0
$4.33 Billion 3.25% of portfolio
184,635
Q1 2025 Reduced 1.73%
$0
$4.16 Billion 3.13% of portfolio
179,764
Q1 2025 Added 2.48%
$0
$4.01 Billion 3.01% of portfolio
241,583
Q1 2025 Added 641.89%
$0
$4 Billion 3.01% of portfolio
169,329
Q1 2025 Reduced 0.11%
$0
$3.74 Billion 2.81% of portfolio
49,215
Q1 2025 Added 1,438.93%
$0
$2.83 Billion 2.13% of portfolio
14,578
Q1 2025 Added 1,114.83%
$0
$2.76 Billion 2.07% of portfolio
39,198
Q1 2025 Added 0.79%
$0
$2.5 Billion 1.88% of portfolio
115,965
Q1 2025 Added 2.1%
$3.14T
$2.34 Billion 1.76% of portfolio
10,532
Q1 2025 Reduced 0.24%
$0
$2.2 Billion 1.66% of portfolio
112,427
Q1 2025 New
$0
$2 Billion 1.51% of portfolio
24,917
Q1 2025 New
$0
$1.88 Billion 1.41% of portfolio
74,380
Q1 2025 Added 15.57%
$0
$1.88 Billion 1.41% of portfolio
70,668
Q1 2025 Added 2.59%
$0
$1.79 Billion 1.35% of portfolio
109,950
Q1 2025 Added 5.9%
Ishares Tr
-
$1.68 Billion 1.26% of portfolio
-
Q1 2025 Added 2.93%
$0
$1.54 Billion 1.16% of portfolio
61,823
Q1 2025 Added 0.22%
$0
$1.49 Billion 1.12% of portfolio
18,981
Q1 2025 Added 370.99%
$765B
$1.41 Billion 1.06% of portfolio
5,734
Q1 2025 Added 0.35%
$267B
$1.41 Billion 1.06% of portfolio
8,405
Q1 2025 Added 0.76%
$0
$1.36 Billion 1.02% of portfolio
68,708
Q1 2025 Added 5.28%
$0
$1.25 Billion 0.94% of portfolio
28,304
Q1 2025 New
$371B
$1.14 Billion 0.86% of portfolio
3,111
Q1 2025 New
$0
$1.09 Billion 0.82% of portfolio
18,964
Q1 2025 New
$0
$1.08 Billion 0.81% of portfolio
46,935
Q1 2025 Reduced 16.63%
$0
$1.07 Billion 0.81% of portfolio
16,306
Q1 2025 New
$0
$1.02 Billion 0.77% of portfolio
36,944
Q1 2025 Reduced 0.79%
$0
$1.01 Billion 0.76% of portfolio
6,425
Q1 2025 New
$3.36T
$942 Million 0.71% of portfolio
2,509
Q1 2025 Added 0.6%
$0
$934 Million 0.7% of portfolio
1,991
Q4 2024 New
$0
$853 Million 0.64% of portfolio
36,804
Q1 2025 Reduced 7.94%
$0
$851 Million 0.64% of portfolio
32,467
Q1 2025 New
$0
$814 Million 0.61% of portfolio
29,123
Q1 2025 Added 0.23%
$0
$776 Million 0.58% of portfolio
1,509
Q1 2025 New
-
$766 Million 0.58% of portfolio
-
Q1 2025 Added 12.37%
$429B
$690 Million 0.52% of portfolio
5,800
Q1 2025 Added 0.28%
$97.6B
$678 Million 0.51% of portfolio
7,375
Q1 2025 Added 0.08%
$0
$664 Million 0.5% of portfolio
8,678
Q1 2025 Added 33.53%
$0
$647 Million 0.49% of portfolio
6,187
Q1 2025 Added 36.46%
$1.01T
$647 Million 0.49% of portfolio
4,181
Q1 2025 Added 0.07%
$310B
$624 Million 0.47% of portfolio
8,707
Q4 2024 New
$0
$584 Million 0.44% of portfolio
4,782
Q1 2025 Added 7.22%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $133 Billion
  • Prior Value $95.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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