Wilkins Miller Wealth Management, LLC New Holdings in Q4 2024

Wilkins Miller Wealth Management, LLC

  • $95.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
564K
New
$22.4 - $68.28 $12.6M - $38.5M
564K $13.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
260K
New
$25.93 - $105.3 $6.75M - $27.4M
260K $7.25B
IVV
Ishares Core S&P 500 ETF

ETFs
11.4K
New
$570.51 - $610.59 $6.48M - $6.93M
11.4K $6.68B
IBDV
Ishares Tr

Technology
261K
New
$21.24 - $22.15 $5.55M - $5.79M
261K $5.59B
SCHA
Schwab Strategic Tr Us Small C

ETFs
188K
New
$25.33 - $51.16 $4.76M - $9.61M
188K $4.86B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
252K
New
$18.28 - $18.87 $4.61M - $4.76M
252K $4.62B
FNDX
Schwab Fundamental U S Large C

ETFs
170K
New
$23.49 - $71.77 $3.98M - $12.2M
170K $4.01B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
175K
New
$22.71 - $23.47 $3.98M - $4.12M
175K $4B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
38.9K
New
$68.25 - $75.42 $2.65M - $2.93M
38.9K $2.66B
AAPL
Apple Inc.

Technology
10.6K
New
$221.69 - $259.02 $2.34M - $2.73M
10.6K $2.64B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.9K
New
$126.68 - $134.74 $2.26M - $2.41M
17.9K $2.28B
SCHV
Schwab Strategic Tr Us Large C

ETFs
68.9K
New
$25.79 - $80.4 $1.78M - $5.54M
68.9K $1.8B
BSCV
Invesco ETF Self Indexed Fd Tr
104K
New
$16.02 - $16.72 $1.66M - $1.74M
104K $1.67B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
64.4K
New
$24.82 - $25.48 $1.6M - $1.64M
64.4K $1.6B
Ishares Tr
63.7K
New
N/A
63.7K $1.6B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
61.7K
New
$24.5 - $25.72 $1.51M - $1.59M
61.7K $1.52B
JPM
Jpmorgan Chase & CO

Financial Services
5.71K
New
$205.18 - $250.29 $1.17M - $1.43M
5.71K $1.37B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
56.3K
New
$23.02 - $23.23 $1.3M - $1.31M
56.3K $1.3B
CVX
Chevron Corp

Energy
8.34K
New
$141.15 - $162.53 $1.18M - $1.36M
8.34K $1.21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
65.3K
New
$18.41 - $40.87 $1.2M - $2.67M
65.3K $1.21B
MSFT
Microsoft Corp

Technology
2.49K
New
$406.35 - $454.46 $1.01M - $1.13M
2.49K $1.05B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.99K
New
$481.22 - $538.17 $958K - $1.07M
1.99K $1.02B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
37.2K
New
$26.63 - $30.23 $992K - $1.13M
37.2K $992M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
40K
New
$23.25 - $23.56 $930K - $942K
40K $931M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.1K
New
$26.93 - $84.95 $782K - $2.47M
29.1K $794M
GOOGL
Alphabet Inc.

Communication Services
4.18K
New
$161.86 - $196.66 $676K - $822K
4.18K $791M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
33.5K
New
N/A
33.5K $673M
XOM
Exxon Mobil Corp

Energy
5.78K
New
$105.51 - $125.37 $610K - $725K
5.78K $622M
SO
Southern CO

Utilities
7.37K
New
$81.5 - $94.15 $601K - $694K
7.37K $607M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
28.9K
New
$20.08 - $20.61 $580K - $595K
28.9K $582M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.46K
New
$124.26 - $134.12 $554K - $598K
4.46K $574M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
27.6K
New
$20.28 - $21.2 $560K - $586K
27.6K $562M
KO
Coca Cola CO

Consumer Defensive
8.71K
New
$61.74 - $71.71 $538K - $624K
8.71K $542M
BSCU
Invesco Exc Self Ind Tr

ETFs
32.6K
New
$16.32 - $16.99 $531K - $553K
32.6K $533M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.53K
New
$113.92 - $127.38 $517K - $578K
4.53K $522M
Invesco Exch Trd Slf Idx Fd
23.6K
New
N/A
23.6K $487M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.5K
New
$74.5 - $78.37 $484K - $509K
6.5K $486M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
23K
New
$20.6 - $20.71 $475K - $477K
23K $476M
EMR
Emerson Electric CO

Industrials
3.68K
New
$108.13 - $134.33 $398K - $495K
3.68K $456M
PG
Procter & Gamble CO

Consumer Defensive
2.68K
New
$161.05 - $179.7 $432K - $482K
2.68K $450M
ORCL
Oracle Corp

Technology
2.69K
New
$165.41 - $192.43 $445K - $517K
2.69K $448M
LLY
Eli Lilly & CO

Healthcare
545
New
$727.2 - $932.06 $396K - $508K
545 $421M
XLK
Technology Sector Spdr

ETFs
1.76K
New
$220.26 - $241.44 $387K - $424K
1.76K $409M
CSL
Carlisle Companies Inc

Industrials
1.06K
New
$368.67 - $480.91 $390K - $508K
1.06K $390M
LOW
Lowes Companies Inc

Consumer Cyclical
1.54K
New
$244.52 - $284.07 $377K - $437K
1.54K $380M
MRK
Merck & Co., Inc.

Healthcare
3.77K
New
$96.31 - $114.76 $363K - $432K
3.77K $375M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.26K
New
$159.11 - $178.39 $360K - $403K
2.26K $372M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.94K
New
$34.13 - $37.35 $339K - $371K
9.94K $339M
UNP
Union Pacific Corp

Industrials
1.41K
New
$223.15 - $249.32 $315K - $352K
1.41K $322M
Activity Summary
Buys All Purchases 71 New Holdings 71 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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