WM

Wilkins Miller Wealth Management, LLC

13F
Wilkins Miller Wealth Management, LLC
Last update 2025-05-13 83 Stocks (14 new)
Value $133.00 Mil Turnover 31 %
Countries:
Top Holdings: SCHX(9.44%)SCHG(5.19%)BSCS(4.98%)IVV(4.78%)IBDV(4.19%)
Summary Stock Picks Current Portfolio
Wilkins Miller Wealth Manageme... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
569,000
12,563.5
+0.87%
9.440
+0.08%
0.020
+23.40%
+8.38%
57,152.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
275,488
6,898.2
+5.89%
5.190
+0.29%
0.020
+30.11%
+7.58%
45,583.2
 
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
325,394
6,621.8
+1,026.20%
4.980
+4.54%
0.260
+1.64%
+3.77%
2,628.7
 
IVV
iShares Core S&P 500 ETF
11,312
6,356.8
-0.35%
4.780
-0.02%
0.000
+23.10%
+8.32%
637,547.2
 
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
256,721
5,576.0
-1.82%
4.190
-0.11%
0.310
+3.13%
+4.96%
1,912.1
 
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
274,790
5,091.9
+9.04%
3.830
+0.32%
0.260
+2.33%
+4.03%
2,126.1
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
126,503
4,606.0
+1,173.05%
3.460
+3.19%
0.020
+14.02%
+20.71%
27,139.1
 
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
220,293
4,571.1
+697.41%
3.440
+3.01%
0.310
+3.58%
+5.49%
1,589.8
 
SCHA
Schwab U.S. Small-Cap ETF
184,635
4,326.0
-1.73%
3.250
-0.09%
0.030
+23.43%
+2.09%
17,870.8
 
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
179,764
4,158.0
+2.48%
3.130
+0.08%
0.160
+2.81%
+4.54%
2,701.9
 

Wilkins Miller Wealth Management, LLC's Historical Top Holdings Breakdowns

Wilkins Miller Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Add
Add
+4.54%
●
20.05 ($20.24) 20.4
$20.43
0.91%
Add 1026.2%
325,394
296,501
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+3.19%
●
33.84 ($36.14) 37.77
$40.49
12.04%
Add 1173.05%
126,503
116,566
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
iShares iBonds Dec 2031 Term Corporate ETF
2025-03-31
Add
Add
+3.01%
●
20.1 ($20.52) 20.8
$20.94
2.05%
Add 697.41%
220,293
192,667
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
2025-03-31
Add
Add
+2.63%
●
74.34 ($78.6) 81
$82.90
5.47%
Add 1438.93%
49,215
46,017
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
Add
Add
+2.60%
●
16.19 ($16.46) 16.64
$16.72
1.58%
Add 641.89%
241,583
209,020
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+1.95%
●
190.34 ($198.85) 205.23
$206.78
3.99%
Add 1114.83%
14,578
13,378
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+1.66%
●
19.43 ($19.52) 19.62
$19.62
0.51%
New holding
112,427
112,427
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
New Buy
New Buy
+1.51%
●
80.05 ($87.3) 92.39
$97.83
12.06%
New holding
24,917
24,917
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-03-31
New Buy
New Buy
+0.94%
●
42.18 ($43.96) 45.16
$43.47
-1.11%
New holding
28,304
28,304
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.88%
●
76.94 ($77.63) 78.28
$78.43
1.03%
Add 370.99%
18,981
14,951

Wilkins Miller Wealth Management, LLC Total Holding History ($B)

To

Wilkins Miller Wealth Management, LLC's Asset Allocation

To

Wilkins Miller Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wilkins Miller Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Wilkins Miller Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wilkins Miller Wealth Management, LLC's Holdings Heat Map

Size field:

Wilkins Miller Wealth Management, LLC's Holdings Bubble Chart

Wilkins Miller Wealth Management, LLC News

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