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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46435U515

Shares:74.4K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$133.0M)

808524409

Shares:70.7K

Value:$1.9M

% of Portfolio:1.4% ($1.9M/$133.0M)

46138J429

Shares:110.0K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$133.0M)

46436E130

Shares:65.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$133.0M)

46436E312

Shares:61.8K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$133.0M)

921937827

BSV|921937827

Shares:19.0K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$133.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.7K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$133.0M)

CHEVRON CORP

CVX|166764100

Shares:8.4K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$133.0M)

808524805

SCHF|808524805

Shares:68.7K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$133.0M)

78468R788

Shares:28.3K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$133.0M)

HOME DEPOT, INC.

HD|437076102

Shares:3.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$133.0M)

464288521

Shares:19.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.0M)

46138J817

Shares:46.9K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.0M)

78464A854

SPLG|78464A854

Shares:16.3K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$133.0M)

808524706

Shares:36.9K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.0M)

78468R812

Shares:6.4K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$133.0M)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$942.3K

% of Portfolio:0.7% ($942.3K/$133.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.0K

Value:$934.0K

% of Portfolio:0.7% ($934.0K/$133.0M)

46138J635

Shares:36.8K

Value:$853.5K

% of Portfolio:0.6% ($853.5K/$133.0M)

808524508

Shares:32.5K

Value:$850.7K

% of Portfolio:0.6% ($850.7K/$133.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U515)✕	74.4K	QoQ +15.57% (+10.0K) YoY-	All Managers (Combined)	$1.9M	1.4% ($1.9M/$133.0M)	QoQ +17.24% (+$276.3K) YoY-
(cusip808524409)✕	70.7K	QoQ +2.59% (+1.8K) YoY-	All Managers (Combined)	$1.9M	1.4% ($1.9M/$133.0M)	QoQ +4.59% (+$82.6K) YoY-
(cusip46138J429)✕	110.0K	QoQ +5.90% (+6.1K) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$133.0M)	QoQ +7.61% (+$126.9K) YoY-
(cusip46436E130)✕	65.5K	QoQ +2.93% (+1.9K) YoY-	All Managers (Combined)	$1.7M	1.3% ($1.7M/$133.0M)	QoQ +4.81% (+$77.0K) YoY-
(cusip46436E312)✕	61.8K	QoQ +0.22% (+136) YoY-	All Managers (Combined)	$1.5M	1.2% ($1.5M/$133.0M)	QoQ +1.89% (+$28.7K) YoY-
(BSVcusip921937827)	19.0K	QoQ +370.99% (+15.0K) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$133.0M)	QoQ +377.16% (+$1.2M) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.7K	QoQ +0.35% (+20) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$133.0M)	QoQ +2.67% (+$36.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	8.4K	QoQ +0.75% (+63) YoY-	All Managers (Combined)	$1.4M	1.1% ($1.4M/$133.0M)	QoQ +16.37% (+$197.8K) YoY-
(SCHFcusip808524805)	68.7K	QoQ +5.27% (+3.4K) YoY-	All Managers (Combined)	$1.4M	1.0% ($1.4M/$133.0M)	QoQ +12.56% (+$151.7K) YoY-
(cusip78468R788)✕	28.3K	QoQ NEW(+28.3K) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$133.0M)	QoQ NEW(+$1.3M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$133.0M)	QoQ NEW(+$1.1M) YoY-
(cusip464288521)✕	19.0K	QoQ NEW(+19.0K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.0M)	QoQ NEW(+$1.1M) YoY-
(cusip46138J817)✕	46.9K	QoQ -16.62% (-9.4K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.0M)	QoQ -16.70% (-$216.9K) YoY-
(SPLGcusip78464A854)	16.3K	QoQ NEW(+16.3K) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$133.0M)	QoQ NEW(+$1.1M) YoY-
(cusip808524706)✕	36.9K	QoQ -0.78% (-293) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.0M)	QoQ +2.71% (-$26.9K) YoY-
(cusip78468R812)✕	6.4K	QoQ NEW(+6.4K) YoY-	All Managers (Combined)	$1.0M	0.8% ($1.0M/$133.0M)	QoQ NEW(+$1.0M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ +0.60% (-15) YoY-	All Managers (Combined)	$942.3K	0.7% ($942.3K/$133.0M)	QoQ -10.41% (-$109.5K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$934.0K	0.7% ($934.0K/$133.0M)	QoQ -8.27% (-$84.3K) YoY-
(cusip46138J635)✕	36.8K	QoQ -7.94% (-3.2K) YoY-	All Managers (Combined)	$853.5K	0.6% ($853.5K/$133.0M)	QoQ -8.28% (-$77.1K) YoY-
(cusip808524508)✕	32.5K	QoQ NEW(+32.5K) YoY-	All Managers (Combined)	$850.7K	0.6% ($850.7K/$133.0M)	QoQ NEW(+$850.7K) YoY-