Wilkins-Miller-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "GOOGL",
  "LOW",
  null,
  "DUK",
  null,
  null,
  "HD",
  "UNP",
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IJR",
  "IWD",
  "ORCL",
  "OKE",
  "IVV",
  "AAPL",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "FNDX",
  null,
  "SCHX",
  "SPDW",
  "SPYG",
  "SPLG",
  "BIV",
  "VO",
  null,
  "VIG",
  "VYM",
  "SDY",
  null,
  "AMZN",
  "SCHB",
  null,
  "BLV",
  "VYMI",
  "BSV",
  "VOO",
  "V",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "SO",
  null,
  "SPYV",
  "BRK-B",
  "CSL",
  "CVX",
  "KO",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 83
Total Value: 133035599
Accession Number: 0001172661-25-001748
Form Type: 13F-HR
CIK: wilkins-miller-wealth-management
Manager Name: Wilkins-Miller-Wealth-Management

Data Enrichment

67% identified

56 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

83 positions • $133.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:569.0K

Value:$12.6M

% of Portfolio:9.4% ($12.6M/$133.0M)

808524300

SCHG|808524300

Shares:275.5K

Value:$6.9M

% of Portfolio:5.2% ($6.9M/$133.0M)

46138J643

Shares:325.4K

Value:$6.6M

% of Portfolio:5.0% ($6.6M/$133.0M)

464287200

IVV|464287200

Shares:11.3K

Value:$6.4M

% of Portfolio:4.8% ($6.4M/$133.0M)

46436E726

Shares:256.7K

Value:$5.6M

% of Portfolio:4.2% ($5.6M/$133.0M)

46138J577

Shares:274.8K

Value:$5.1M

% of Portfolio:3.8% ($5.1M/$133.0M)

78463X889

SPDW|78463X889

Shares:126.5K

Value:$4.6M

% of Portfolio:3.5% ($4.6M/$133.0M)

46436E486

Shares:220.3K

Value:$4.6M

% of Portfolio:3.4% ($4.6M/$133.0M)

808524607

SCHA|808524607

Shares:184.6K

Value:$4.3M

% of Portfolio:3.3% ($4.3M/$133.0M)

46436E205

Shares:179.8K

Value:$4.2M

% of Portfolio:3.1% ($4.2M/$133.0M)

46138J460

Shares:241.6K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$133.0M)

808524771

FNDX|808524771

Shares:169.3K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$133.0M)

381430438

Shares:49.2K

Value:$3.7M

% of Portfolio:2.8% ($3.7M/$133.0M)

921908844

VIG|921908844

Shares:14.6K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$133.0M)

921937793

BLV|921937793

Shares:39.2K

Value:$2.8M

% of Portfolio:2.1% ($2.8M/$133.0M)

808524102

SCHB|808524102

Shares:116.0K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$133.0M)

921946406

VYM|921946406

Shares:19.2K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$133.0M)

Apple Inc.

AAPL|037833100

Shares:10.5K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$133.0M)

46138J783

Shares:112.4K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$133.0M)

78464A409

SPYG|78464A409

Shares:24.9K

Value:$2.0M

% of Portfolio:1.5% ($2.0M/$133.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	569.0K	QoQ +0.87% (-4.9K) YoY-	All Managers (Combined)	$12.6M	9.4% ($12.6M/$133.0M)	QoQ -3.91% (-$511.8K) YoY-
(SCHGcusip808524300)	275.5K	QoQ +5.89% (-15.3K) YoY-	All Managers (Combined)	$6.9M	5.2% ($6.9M/$133.0M)	QoQ -4.86% (-$352.5K) YoY-
(cusip46138J643)✕	325.4K	QoQ +1026.20% (+296.5K) YoY-	All Managers (Combined)	$6.6M	5.0% ($6.6M/$133.0M)	QoQ +1038.51% (+$6.0M) YoY-
(IVVcusip464287200)	11.3K	QoQ -0.35% (-40) YoY-	All Managers (Combined)	$6.4M	4.8% ($6.4M/$133.0M)	QoQ -4.88% (-$326.1K) YoY-
(cusip46436E726)✕	256.7K	QoQ -1.82% (-4.8K) YoY-	All Managers (Combined)	$5.6M	4.2% ($5.6M/$133.0M)	QoQ -0.16% (-$9.5K) YoY-
(cusip46138J577)✕	274.8K	QoQ +9.04% (+22.8K) YoY-	All Managers (Combined)	$5.1M	3.8% ($5.1M/$133.0M)	QoQ +10.17% (+$470.2K) YoY-
(SPDWcusip78463X889)	126.5K	QoQ +1173.05% (+116.6K) YoY-	All Managers (Combined)	$4.6M	3.5% ($4.6M/$133.0M)	QoQ +1257.97% (+$4.3M) YoY-
(cusip46436E486)✕	220.3K	QoQ +697.41% (+192.7K) YoY-	All Managers (Combined)	$4.6M	3.4% ($4.6M/$133.0M)	QoQ +713.08% (+$4.0M) YoY-
(SCHAcusip808524607)	184.6K	QoQ -1.73% (-3.3K) YoY-	All Managers (Combined)	$4.3M	3.3% ($4.3M/$133.0M)	QoQ -10.96% (-$532.9K) YoY-
(cusip46436E205)✕	179.8K	QoQ +2.47% (+4.3K) YoY-	All Managers (Combined)	$4.2M	3.1% ($4.2M/$133.0M)	QoQ +3.95% (+$158.4K) YoY-
(cusip46138J460)✕	241.6K	QoQ +641.89% (+209.0K) YoY-	All Managers (Combined)	$4.0M	3.0% ($4.0M/$133.0M)	QoQ +651.86% (+$3.5M) YoY-
(FNDXcusip808524771)	169.3K	QoQ -0.10% (-181) YoY-	All Managers (Combined)	$4.0M	3.0% ($4.0M/$133.0M)	QoQ -0.40% (-$16.1K) YoY-
(cusip381430438)✕	49.2K	QoQ +1438.93% (+46.0K) YoY-	All Managers (Combined)	$3.7M	2.8% ($3.7M/$133.0M)	QoQ +1415.01% (+$3.5M) YoY-
(VIGcusip921908844)	14.6K	QoQ +1114.83% (+13.4K) YoY-	All Managers (Combined)	$2.8M	2.1% ($2.8M/$133.0M)	QoQ +1102.73% (+$2.6M) YoY-
(BLVcusip921937793)	39.2K	QoQ +0.78% (+307) YoY-	All Managers (Combined)	$2.8M	2.1% ($2.8M/$133.0M)	QoQ +3.72% (+$99.0K) YoY-
(SCHBcusip808524102)	116.0K	QoQ +2.09% (-2.4K) YoY-	All Managers (Combined)	$2.5M	1.9% ($2.5M/$133.0M)	QoQ -3.16% (-$81.6K) YoY-
(VYMcusip921946406)	19.2K	QoQ +7.35% (+1.3K) YoY-	All Managers (Combined)	$2.5M	1.9% ($2.5M/$133.0M)	QoQ +8.49% (+$193.7K) YoY-
Apple Inc.(AAPLcusip037833100)	10.5K	QoQ -0.23% (-25) YoY-	All Managers (Combined)	$2.3M	1.8% ($2.3M/$133.0M)	QoQ -11.50% (-$304.2K) YoY-
(cusip46138J783)✕	112.4K	QoQ NEW(+112.4K) YoY-	All Managers (Combined)	$2.2M	1.7% ($2.2M/$133.0M)	QoQ NEW(+$2.2M) YoY-
(SPYGcusip78464A409)	24.9K	QoQ NEW(+24.9K) YoY-	All Managers (Combined)	$2.0M	1.5% ($2.0M/$133.0M)	QoQ NEW(+$2.0M) YoY-