Wilkins Miller Wealth Management, LLC Reduced Holdings in Q3 2025

Wilkins Miller Wealth Management, LLC

  • $161 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.93K
- 24.57%
$78.11 - $79.07 $385K - $389K
15.1K $1.19B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-12.2K
- 3.71%
$20.41 - $20.67 $249K - $252K
317K $6.49B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-12.4K
- 10.81%
$19.61 - $19.79 $243K - $245K
102K $2.02B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-6.16K
- 3.5%
$23.13 - $23.54 $143K - $145K
170K $3.99B
CSL
Carlisle Companies Inc

Industrials
-97
- 9.18%
$327.52 - $435.11 $31.8K - $42.2K
960 $316M
PG
Procter & Gamble CO

Consumer Defensive
-306
- 11.34%
$150.47 - $161.22 $46K - $49.3K
2.39K $368M
KO
Coca Cola CO

Consumer Defensive
-292
- 3.34%
$65.67 - $71.67 $19.2K - $20.9K
8.44K $560M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.66K
- 12.68%
$20.66 - $20.74 $54.9K - $55.1K
18.3K $379M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.21K
- 4.99%
$23.03 - $23.12 $50.8K - $51K
42K $968M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-2.15K
- 6.18%
$23.27 - $23.51 $50.1K - $50.6K
32.7K $765M
LLY
Eli Lilly & CO

Healthcare
-17
- 3.32%
$625.65 - $812.69 $10.6K - $13.8K
495 $378M
FNDF
Schwab Fundamental Intl Large

ETFs
-901
- 14.16%
$39.84 - $43.15 $35.9K - $38.9K
5.46K $235M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.16K
- 6.1%
$55.64 - $59.37 $64.4K - $68.8K
17.8K $1.05B
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-125
- 4.0%
$79.83 - $84.0 $9.98K - $10.5K
3K $252M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-168
- 0.59%
$26.38 - $27.95 $4.43K - $4.7K
28.4K $776M
SO
Southern CO

Utilities
-22
- 0.3%
$90.83 - $96.0 $2K - $2.11K
7.3K $692M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-49
- 2.5%
$567.77 - $614.76 $27.8K - $30.1K
1.91K $1.17B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-748
- 2.06%
$30.13 - $33.37 $22.5K - $25K
35.5K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 0.87%
$357.4 - $423.42 $9.29K - $11K
2.95K $1.2B
ORCL
Oracle Corp

Technology
-26
- 0.96%
$218.96 - $328.33 $5.69K - $8.54K
2.67K $751M
SPYG
Spdr Portfolio

ETFs
-217
- 0.7%
$94.33 - $105.31 $20.5K - $22.9K
30.6K $3.19B
FNDX
Schwab Fundamental U S Large C

ETFs
-463
- 0.27%
$24.38 - $26.34 $11.3K - $12.2K
174K $4.57B
AAPL
Apple Inc.

Technology
-32
- 0.32%
$202.38 - $256.87 $6.48K - $8.22K
10.1K $2.57B
Activity Summary
Buys All Purchases 65 New Holdings 3 Increased Positions 62 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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