Wilkins Miller Wealth Management, LLC Reduced Holdings in Q2 2025

Wilkins Miller Wealth Management, LLC

  • $147 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
-24K
- 36.69%
N/A
41.5K $1.08B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-5.87K
- 14.97%
$66.5 - $71.25 $390K - $418K
33.3K $2.32B
AAPL
Apple Inc.

Technology
-425
- 4.04%
$172.42 - $223.89 $73.3K - $95.2K
10.1K $2.07B
CVX
Chevron Corp

Energy
-67
- 0.8%
$133.73 - $168.51 $8.96K - $11.3K
8.34K $1.19B
IBDV
Ishares Tr

Technology
-11.4K
- 4.46%
$21.28 - $21.98 $244K - $252K
245K $5.39B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-11.6K
- 5.27%
$20.23 - $21.04 $235K - $244K
209K $4.39B
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
-6.48K
- 10.48%
$24.31 - $25.29 $157K - $164K
55.3K $1.4B
Invesco Exch Trd Slf Idx Fd
-4.88K
- 18.2%
N/A
21.9K $465M
XOM
Exxon Mobil Corp

Energy
-23
- 0.4%
$99.93 - $119.04 $2.3K - $2.74K
5.78K $623M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-2.74K
- 5.83%
$22.87 - $23.14 $62.5K - $63.3K
44.2K $1.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 5.36%
$483.48 - $539.8 $18.4K - $20.5K
671 $326M
HD
Home Depot, Inc.

Consumer Cyclical
-131
- 4.21%
$335.24 - $380.78 $43.9K - $49.9K
2.98K $1.09B
V
Visa Inc.

Financial Services
-138
- 16.41%
$308.27 - $373.31 $42.5K - $51.5K
703 $250M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-3.46K
- 1.92%
$22.7 - $23.33 $78.5K - $80.7K
176K $4.11B
JNJ
Johnson & Johnson

Healthcare
-110
- 5.48%
$146.36 - $159.82 $16.1K - $17.6K
1.9K $290M
LOW
Lowes Companies Inc

Consumer Cyclical
-112
- 7.25%
$210.83 - $235.28 $23.6K - $26.4K
1.43K $318M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.98K
- 5.37%
$22.66 - $23.41 $44.8K - $46.3K
34.8K $813M
AMZN
Amazon Com Inc

Consumer Cyclical
-443
- 15.67%
$167.32 - $223.3 $74.1K - $98.9K
2.38K $523M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-568
- 2.64%
$20.66 - $20.74 $11.7K - $11.8K
21K $433M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-723
- 0.97%
$24.94 - $25.42 $18K - $18.4K
73.7K $1.87B
SO
Southern CO

Utilities
-52
- 0.71%
$84.91 - $92.56 $4.42K - $4.81K
7.32K $673M
GOOG
Alphabet Inc.

Communication Services
-154
- 9.1%
$146.58 - $180.01 $22.6K - $27.7K
1.54K $273M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-60
- 0.18%
$22.92 - $28.05 $1.38K - $1.68K
32.4K $909M
GOOGL
Alphabet Inc.

Communication Services
-167
- 3.99%
$144.7 - $178.6 $24.2K - $29.8K
4.01K $707M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-693
- 1.88%
$24.38 - $30.18 $16.9K - $20.9K
36.3K $1.09B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.86K
- 4.8%
$20.42 - $25.3 $181K - $224K
176K $4.45B
JPM
Jpmorgan Chase & CO

Financial Services
-168
- 2.93%
$210.28 - $289.91 $35.3K - $48.7K
5.57K $1.61B
MSFT
Microsoft Corp

Technology
-173
- 6.9%
$354.56 - $497.45 $61.3K - $86.1K
2.34K $1.16B
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 0.47%
$498.8 - $620.9 $26.4K - $32.9K
11.3K $6.99B
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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