Wilkins Miller Wealth Management, LLC Purchases in Q4 2025

Wilkins Miller Wealth Management, LLC

  • $168 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
15K
+ 72.76%
$77.73 - $78.84 $1.16M - $1.18M
35.5K $2.77B
BSCU
Invesco Exc Self Ind Tr

ETFs
57.2K
+ 20.04%
$16.86 - $17.02 $965K - $974K
343K $5.8B
SCHA
Schwab Strategic Tr Us Small C

ETFs
17.7K
+ 9.64%
$27.17 - $28.65 $480K - $506K
201K $5.72B
BSCW
Invesco Exg Tr Slf Indx Fd Tr
26.8K
+ 28.63%
N/A
120K $2.51B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.1K
+ 22.87%
$23.02 - $24.23 $394K - $415K
92K $2.21B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
19.5K
+ 6.67%
$18.77 - $18.93 $366K - $369K
311K $5.86B
VFMO
Vanguard Wellington Fd U S Mom

ETFs
2.33K
+ 20.24%
$184.47 - $199.8 $429K - $465K
13.8K $2.64B
BSCV
Invesco ETF Self Indexed Fd Tr
23.3K
+ 15.21%
$16.62 - $16.82 $387K - $391K
176K $2.94B
FNDX
Schwab Fundamental U S Large C

ETFs
5.8K
+ 3.34%
$25.68 - $26.95 $149K - $156K
180K $4.89B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.44K
+ 6.45%
$137.47 - $143.13 $198K - $206K
23.7K $3.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
253
+ 0.09%
$31.41 - $33.69 $7.95K - $8.52K
297K $9.68B
MS
Morgan Stanley

Financial Services
1.19K
New
$151.86 - $169.92 $180K - $202K
1.19K $211M
GLD
Spdr Gold Trust

ETFs
262
+ 11.42%
$354.79 - $403.15 $93K - $106K
2.56K $1.01B
AXP
American Express CO

Financial Services
550
New
$316.26 - $372.77 $174K - $205K
550 $204M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.72K
New
$20.85 - $21.86 $203K - $213K
9.72K $203M
AMGN
Amgen Inc

Healthcare
619
New
$290.13 - $341.71 $180K - $212K
619 $203M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.71K
+ 10.67%
$25.38 - $25.57 $196K - $197K
79.9K $2.03B
Invesco Exch Trd Slf Idx Fd
9K
+ 63.66%
N/A
23.1K $486M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
8.11K
+ 4.77%
$23.35 - $23.55 $189K - $191K
178K $4.17B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.35K
+ 15.57%
$28.9 - $30.17 $154K - $161K
39.7K $1.19B
Invesco Exch Trd Slf Idx Fd
7.85K
+ 23.49%
N/A
41.2K $885M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.03K
+ 8.12%
$114.27 - $121.15 $117K - $124K
13.6K $1.64B
IBDV
Ishares Tr

Technology
6.73K
+ 2.73%
$22.03 - $22.24 $148K - $150K
253K $5.58B
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.4K
+ 2.38%
$83.21 - $86.32 $117K - $121K
60.4K $5.14B
Ishares Tr
3.51K
+ 6.42%
N/A
58.2K $1.52B
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.37K
+ 1.74%
$28.46 - $29.45 $39.1K - $40.4K
80.2K $2.37B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.47K
+ 4.26%
$70.19 - $72.57 $103K - $106K
35.9K $2.49B
XOM
Exxon Mobil Corp

Energy
20
+ 0.34%
$110.64 - $119.78 $2.21K - $2.4K
5.88K $708M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 0.34%
$294.11 - $320.41 $5.59K - $6.09K
5.62K $1.81B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
57
+ 0.81%
$82.92 - $88.2 $4.73K - $5.03K
7.08K $637M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.26%
$185.98 - $199.58 $930 - $998
1.92K $398M
KO
Coca Cola CO

Consumer Defensive
47
+ 0.56%
$66.1 - $71.61 $3.11K - $3.37K
8.49K $593M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.27%
$157.0 - $179.44 $628 - $718
1.49K $274M
FENY
Fidelity Covington Tr Msci Ene

ETFs
879
+ 5.92%
$23.65 - $25.43 $20.8K - $22.4K
15.7K $389M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.06K
+ 7.82%
$19.54 - $19.6 $20.8K - $20.9K
14.7K $287M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
989
+ 1.57%
$25.43 - $25.82 $25.2K - $25.5K
64.2K $1.64B
NVDA
Nvidia Corp

Technology
101
+ 4.81%
$179.83 - $207.04 $18.2K - $20.9K
2.2K $410M
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 0.52%
$104.54 - $112.64 $1.05K - $1.13K
1.92K $223M
XLK
Technology Sector Spdr

ETFs
1.76K
+ 100.17%
$278.39 - $304.13 $491K - $536K
3.53K $508M
V
Visa Inc.

Financial Services
1
+ 0.14%
$325.75 - $352.42 $326 - $352
710 $249M
EPD
Enterprise Products Partners L.P.

Energy
33
+ 0.5%
$30.19 - $32.26 $996 - $1.06K
6.58K $211M
EMR
Emerson Electric CO

Industrials
2
+ 0.06%
$126.01 - $140.03 $252 - $280
3.38K $448M
Ishares Tr
90
+ 0.99%
N/A
9.18K $242M
UNP
Union Pacific Corp

Industrials
1
+ 0.07%
$216.37 - $237.41 $216 - $237
1.42K $329M
NSC
Norfolk Southern Corp

Industrials
2
+ 0.24%
$279.53 - $300.15 $559 - $600
838 $242M
DUK
Duke Energy Corp

Utilities
6
+ 0.35%
$121.57 - $129.03 $729 - $774
1.71K $201M
CVX
Chevron Corp

Energy
63
+ 0.73%
$148.9 - $157.72 $9.38K - $9.94K
8.65K $1.32B
SO
Southern CO

Utilities
8
+ 0.11%
$90.58 - $99.72 $725 - $798
7.31K $637M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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