Wilkins Miller Wealth Management, LLC Portfolio Holdings by Sector
Wilkins Miller Wealth Management, LLC
- $147 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG IVV BSCS SPDW BSCT GSEW SCHA 53 stocks |
$116 Million
87.51% of portfolio
|
38
|
12
|
5
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.07 Million
1.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.82 Million
1.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.75 Million
1.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.61 Million
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.41 Million
1.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.18 Million
0.89% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ 3 stocks |
$981,644
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK 2 stocks |
$872,868
0.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE 2 stocks |
$658,707
0.5% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$617,749
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$540,522
0.41% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$523,026
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$429,951
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$394,684
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$325,952
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$325,913
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$319,456
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$249,855
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$216,166
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$201,922
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|