Wilkins Miller Wealth Management, LLC Incresed Positions in Q1 2025

Wilkins Miller Wealth Management, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
297K
+ 1026.2%
$20.05 - $20.4 $5.94M - $6.05M
325K $6.62B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
117K
+ 1173.05%
$33.84 - $37.77 $3.94M - $4.4M
127K $4.61B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
193K
+ 697.41%
$20.1 - $20.8 $3.87M - $4.01M
220K $4.57B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
46K
+ 1438.93%
$74.34 - $81.0 $3.42M - $3.73M
49.2K $3.74B
BSCU
Invesco Exc Self Ind Tr

ETFs
209K
+ 641.89%
$16.2 - $16.64 $3.39M - $3.48M
242K $4.01B
VIG
Vanguard Dividend Appreciation

ETFs
13.4K
+ 1114.83%
N/A
14.6K $2.83B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
15K
+ 370.99%
$76.94 - $78.28 $1.15M - $1.17M
19K $1.49B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
22.8K
+ 9.04%
$18.18 - $18.58 $414K - $423K
275K $5.09B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10K
+ 15.57%
$24.79 - $25.26 $248K - $253K
74.4K $1.88B
CVX
Chevron Corp

Energy
63
+ 0.76%
$146.71 - $167.97 $9.24K - $10.6K
8.41K $1.41B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.18K
+ 33.53%
$73.78 - $76.59 $161K - $167K
8.68K $664M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.34K
+ 2.48%
$22.61 - $23.14 $98.2K - $100K
180K $4.16B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.44K
+ 5.28%
$18.36 - $20.51 $63.2K - $70.6K
68.7K $1.36B
VO
Vanguard Mid Cap ETF

ETFs
525
+ 45.38%
$251.87 - $277.95 $132K - $146K
1.68K $435M
BSCV
Invesco ETF Self Indexed Fd Tr
6.13K
+ 5.9%
$15.87 - $16.38 $97.2K - $100K
110K $1.79B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.65K
+ 36.46%
$102.49 - $119.96 $169K - $198K
6.19K $647M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
307
+ 0.79%
$66.9 - $71.57 $20.5K - $22K
39.2K $2.76B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.14K
+ 12.37%
N/A
37.6K $766M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
738
+ 32.64%
$147.38 - $176.39 $109K - $130K
3K $455M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.63K
+ 39.0%
$49.78 - $53.19 $80.9K - $86.4K
5.79K $296M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.79K
+ 2.59%
$25.77 - $27.6 $46K - $49.3K
70.7K $1.88B
Ishares Tr
1.87K
+ 2.93%
N/A
65.6K $1.68B
Invesco Exch Trd Slf Idx Fd
3.2K
+ 13.53%
N/A
26.8K $560M
SO
Southern CO

Utilities
6
+ 0.08%
$80.96 - $92.96 $486 - $558
7.38K $678M
XOM
Exxon Mobil Corp

Energy
16
+ 0.28%
$105.44 - $118.93 $1.69K - $1.9K
5.8K $690M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.05%
$142.06 - $167.7 $142 - $168
2.01K $333M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.35%
$225.19 - $279.95 $4.5K - $5.6K
5.73K $1.41B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
136
+ 0.22%
$24.21 - $25.09 $3.29K - $3.41K
61.8K $1.54B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
68
+ 0.23%
$27.01 - $28.54 $1.84K - $1.94K
29.1K $814M
EPD
Enterprise Products Partners L.P.

Energy
29
+ 0.45%
$31.75 - $34.14 $921 - $990
6.48K $221M
UNP
Union Pacific Corp

Industrials
4
+ 0.28%
$225.21 - $254.42 $901 - $1.02K
1.42K $335M
ITOT
Ishares Core S&P Total U.S. St

ETFs
322
+ 7.22%
$120.29 - $134.6 $38.7K - $43.3K
4.78K $584M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.26%
$158.56 - $176.26 $1.11K - $1.23K
2.69K $459M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.35%
$128.74 - $138.67 $901 - $971
2.04K $276M
OKE
Oneok Inc

Energy
13
+ 0.59%
$89.57 - $109.85 $1.16K - $1.43K
2.23K $222M
FNDA
Schwab Fundamental U S Small C

ETFs
16
+ 0.2%
$26.87 - $30.99 $430 - $496
8.21K $225M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.32%
$222.66 - $268.42 $1.11K - $1.34K
1.55K $360M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$206.38 - $242.18 $206 - $242
1.76K $363M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$156.06 - $207.71 $156 - $208
1.69K $265M
ORCL
Oracle Corp

Technology
3
+ 0.11%
$139.81 - $186.47 $419 - $559
2.69K $376M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.38K
+ 2.1%
$21.23 - $23.75 $50.6K - $56.6K
116K $2.5B
MSFT
Microsoft Corp

Technology
15
+ 0.6%
$375.39 - $447.2 $5.63K - $6.71K
2.51K $942M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.07%
$154.33 - $206.19 $463 - $619
4.18K $647M
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.3K
+ 5.89%
$24.91 - $29.02 $382K - $445K
275K $6.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.92K
+ 0.87%
$21.75 - $24.28 $107K - $119K
569K $12.6B
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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