Wilkins Miller Wealth Management, LLC Incresed Positions in Q2 2025

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.6K
+ 6.62%
$19.6 - $24.44 $738K - $920K
607K $14.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.4K
+ 5.21%
$22.27 - $29.21 $320K - $419K
290K $8.47B
SPYG
Spdr Portfolio

ETFs
5.87K
+ 23.54%
$71.83 - $95.32 $421K - $559K
30.8K $2.93B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
7.23K
+ 14.69%
$67.22 - $81.54 $486K - $589K
56.4K $4.6B
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4.31K
+ 143.61%
$134.25 - $172.52 $578K - $743K
7.31K $1.26B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.7K
+ 2.93%
$32.66 - $40.75 $121K - $151K
130K $5.27B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
24.7K
+ 65.79%
N/A
62.3K $1.28B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.12K
+ 66.66%
$90.56 - $109.49 $373K - $452K
10.3K $1.13B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.85K
+ 6.77%
$19.1 - $23.83 $150K - $187K
124K $2.95B
BSCV
Invesco ETF Self Indexed Fd Tr
21.4K
+ 19.45%
$15.97 - $16.53 $342K - $354K
131K $2.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
448
+ 29.69%
$456.74 - $568.03 $205K - $254K
1.96K $1.11B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.87K
+ 17.59%
$58.41 - $72.69 $168K - $209K
19.2K $1.39B
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.09K
+ 11.45%
$23.55 - $27.67 $191K - $224K
78.8K $2.18B
FNDX
Schwab Fundamental U S Large C

ETFs
4.94K
+ 2.92%
$20.84 - $24.54 $103K - $121K
174K $4.28B
VIG
Vanguard Dividend Appreciation

ETFs
597
+ 4.1%
N/A
15.2K $3.11B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.27K
+ 37.67%
$75.05 - $77.34 $245K - $253K
11.9K $924M
ORCL
Oracle Corp

Technology
6
+ 0.22%
$122.82 - $218.63 $737 - $1.31K
2.7K $590M
BSCU
Invesco Exc Self Ind Tr

ETFs
9.91K
+ 4.1%
$16.31 - $16.78 $162K - $166K
251K $4.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.71K
+ 2.49%
$17.76 - $22.1 $30.4K - $37.8K
70.4K $1.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 0.9%
$416.06 - $551.64 $7.49K - $9.93K
2.01K $1.11B
VO
Vanguard Mid Cap ETF

ETFs
488
+ 29.01%
$228.54 - $279.83 $112K - $137K
2.17K $607M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
640
+ 9.96%
$140.84 - $163.09 $90.1K - $104K
7.07K $1.15B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
5.26K
+ 1.91%
$18.28 - $18.7 $96.1K - $98.3K
280K $5.24B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.58K
+ 1.1%
$20.16 - $20.49 $72.1K - $73.3K
329K $6.74B
NVDA
Nvidia Corp

Technology
144
+ 7.67%
$94.31 - $157.99 $13.6K - $22.8K
2.02K $319M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
727
+ 13.69%
$65.84 - $80.81 $47.9K - $58.7K
6.04K $484M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.07K
+ 5.62%
$77.74 - $78.78 $82.9K - $84K
20K $1.58B
ITOT
Ishares Core S&P Total U.S. St

ETFs
209
+ 4.37%
$108.12 - $135.04 $22.6K - $28.2K
4.99K $674M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$179.73 - $253.23 $180 - $253
1.76K $446M
EMR
Emerson Electric CO

Industrials
6
+ 0.18%
$94.15 - $133.33 $565 - $800
3.37K $449M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.34K
+ 2.08%
$19.49 - $19.66 $45.6K - $46K
115K $2.26B
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.51%
$149.23 - $184.95 $1.34K - $1.66K
1.79K $326M
FNDF
Schwab Fundamental Intl Large

ETFs
28
+ 0.44%
$32.25 - $40.02 $903 - $1.12K
6.36K $255M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20
+ 0.35%
$45.11 - $52.34 $902 - $1.05K
5.81K $304M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
8
+ 0.39%
$121.58 - $136.74 $973 - $1.09K
2.04K $277M
KO
Coca Cola CO

Consumer Defensive
24
+ 0.28%
$68.37 - $73.9 $1.64K - $1.77K
8.73K $618M
DUK
Duke Energy Corp

Utilities
7
+ 0.41%
$112.46 - $124.05 $787 - $868
1.7K $200M
UNP
Union Pacific Corp

Industrials
4
+ 0.28%
$208.27 - $238.46 $833 - $954
1.42K $327M
USRT
Ishares Core U.S. Reit ETF

ETFs
23
+ 0.12%
$50.37 - $57.97 $1.16K - $1.33K
19K $1.07B
EPD
Enterprise Products Partners L.P.

Energy
32
+ 0.49%
$28.95 - $34.22 $926 - $1.1K
6.51K $202M
FENY
Fidelity Covington Tr Msci Ene

ETFs
109
+ 0.93%
$20.83 - $25.75 $2.27K - $2.81K
11.8K $277M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.33%
$157.66 - $172.39 $1.42K - $1.55K
2.7K $430M
MRK
Merck & Co., Inc.

Healthcare
34
+ 0.93%
$73.47 - $87.12 $2.5K - $2.96K
3.69K $292M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
69
+ 0.24%
$38.81 - $44.28 $2.68K - $3.06K
28.4K $1.2B
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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