Wilkins Miller Wealth Management, LLC Portfolio Holdings by Sector
Wilkins Miller Wealth Management, LLC
- $95.6 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG IVV SCHA BSCT FNDX IBDU BLV 39 stocks |
$70.3 Million
82.73% of portfolio
|
39
|
- |
39
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.64 Million
3.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.83 Million
2.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.5 Million
1.76% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.37 Million
1.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.11 Million
1.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ 3 stocks |
$1.09 Million
1.28% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$771,612
0.91% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$606,700
0.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$456,428
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$449,816
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas Midstream | Energy
OKE EPD 2 stocks |
$425,197
0.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$389,864
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$380,136
0.45% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$322,442
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$321,376
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$265,818
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL 1 stocks |
$260,957
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$252,197
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$238,246
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|