Wilkins Miller Wealth Management, LLC Portfolio Holdings by Sector
Wilkins Miller Wealth Management, LLC
- $161 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHX SCHG IVV BSCS SPDW BSCT SCHA GSEW 53 stocks |
$126 Million
87.28% of portfolio
|
34
|
16
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.57 Million
1.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.99 Million
1.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.97 Million
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$1.77 Million
1.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.57 Million
1.09% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.56 Million
1.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK 3 stocks |
$1.04 Million
0.72% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO DUK 2 stocks |
$903,401
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE 2 stocks |
$689,115
0.48% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$587,362
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$559,750
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$529,603
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$391,633
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$367,678
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$340,355
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL 1 stocks |
$315,802
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$292,069
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$249,440
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$242,233
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$208,623
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$204,639
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|