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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808524797

SCHD|808524797

Shares:29.1K

Value:$814.3K

% of Portfolio:0.6% ($814.3K/$133.0M)

922908363

VOO|922908363

Shares:1.5K

Value:$775.5K

% of Portfolio:0.6% ($775.5K/$133.0M)

46139W858

Shares:37.6K

Value:$765.9K

% of Portfolio:0.6% ($765.9K/$133.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.8K

Value:$689.9K

% of Portfolio:0.5% ($689.9K/$133.0M)

SOUTHERN CO

SO|842587107

Shares:7.4K

Value:$678.3K

% of Portfolio:0.5% ($678.3K/$133.0M)

921937819

BIV|921937819

Shares:8.7K

Value:$664.5K

% of Portfolio:0.5% ($664.5K/$133.0M)

464287804

IJR|464287804

Shares:6.2K

Value:$647.1K

% of Portfolio:0.5% ($647.1K/$133.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.2K

Value:$646.6K

% of Portfolio:0.5% ($646.6K/$133.0M)

COCA COLA CO

KO|191216100

Shares:8.7K

Value:$623.6K

% of Portfolio:0.5% ($623.6K/$133.0M)

464287150

ITOT|464287150

Shares:4.8K

Value:$583.6K

% of Portfolio:0.4% ($583.6K/$133.0M)

46139W825

Shares:26.8K

Value:$560.4K

% of Portfolio:0.4% ($560.4K/$133.0M)

AMAZON COM INC

AMZN|023135106

Shares:2.8K

Value:$537.9K

% of Portfolio:0.4% ($537.9K/$133.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$458.5K

% of Portfolio:0.3% ($458.5K/$133.0M)

921935508

Shares:3.0K

Value:$455.0K

% of Portfolio:0.3% ($455.0K/$133.0M)

46138J825

Shares:21.5K

Value:$445.2K

% of Portfolio:0.3% ($445.2K/$133.0M)

922908629

VO|922908629

Shares:1.7K

Value:$435.2K

% of Portfolio:0.3% ($435.2K/$133.0M)

ELI LILLY & Co

LLY|532457108

Shares:512

Value:$422.9K

% of Portfolio:0.3% ($422.9K/$133.0M)

921946794

VYMI|921946794

Shares:5.3K

Value:$391.4K

% of Portfolio:0.3% ($391.4K/$133.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:709

Value:$377.6K

% of Portfolio:0.3% ($377.6K/$133.0M)

ORACLE CORP

ORCL|68389X105

Shares:2.7K

Value:$376.3K

% of Portfolio:0.3% ($376.3K/$133.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	29.1K	QoQ +0.23% (+68) YoY-	All Managers (Combined)	$814.3K	0.6% ($814.3K/$133.0M)	QoQ +2.57% (+$20.5K) YoY-
(VOOcusip922908363)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$775.5K	0.6% ($775.5K/$133.0M)	QoQ NEW(+$775.5K) YoY-
(cusip46139W858)✕	37.6K	QoQ +12.37% (+4.1K) YoY-	All Managers (Combined)	$765.9K	0.6% ($765.9K/$133.0M)	QoQ +13.82% (+$93.0K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	5.8K	QoQ +0.27% (+16) YoY-	All Managers (Combined)	$689.9K	0.5% ($689.9K/$133.0M)	QoQ +10.86% (+$67.6K) YoY-
SOUTHERN CO(SOcusip842587107)	7.4K	QoQ +0.08% (+6) YoY-	All Managers (Combined)	$678.3K	0.5% ($678.3K/$133.0M)	QoQ +11.79% (+$71.6K) YoY-
(BIVcusip921937819)	8.7K	QoQ +33.52% (+2.2K) YoY-	All Managers (Combined)	$664.5K	0.5% ($664.5K/$133.0M)	QoQ +36.81% (+$178.8K) YoY-
(IJRcusip464287804)	6.2K	QoQ +36.45% (+1.7K) YoY-	All Managers (Combined)	$647.1K	0.5% ($647.1K/$133.0M)	QoQ +23.84% (+$124.6K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	4.2K	QoQ +0.07% (-3) YoY-	All Managers (Combined)	$646.6K	0.5% ($646.6K/$133.0M)	QoQ -18.25% (-$144.4K) YoY-
COCA COLA CO(KOcusip191216100)	8.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$623.6K	0.5% ($623.6K/$133.0M)	QoQ +15.03% (+$81.5K) YoY-
(ITOTcusip464287150)	4.8K	QoQ +7.21% (+322) YoY-	All Managers (Combined)	$583.6K	0.4% ($583.6K/$133.0M)	QoQ +1.71% (+$9.8K) YoY-
(cusip46139W825)✕	26.8K	QoQ +13.53% (+3.2K) YoY-	All Managers (Combined)	$560.4K	0.4% ($560.4K/$133.0M)	QoQ +15.01% (+$73.2K) YoY-
AMAZON COM INC(AMZNcusip023135106)	2.8K	QoQ NEW(+2.8K) YoY-	All Managers (Combined)	$537.9K	0.4% ($537.9K/$133.0M)	QoQ NEW(+$537.9K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ +0.26% (+7) YoY-	All Managers (Combined)	$458.5K	0.3% ($458.5K/$133.0M)	QoQ +1.93% (+$8.7K) YoY-
(cusip921935508)✕	3.0K	QoQ +32.64% (+738) YoY-	All Managers (Combined)	$455.0K	0.3% ($455.0K/$133.0M)	QoQ +22.39% (+$83.3K) YoY-
(cusip46138J825)✕	21.5K	QoQ -6.56% (-1.5K) YoY-	All Managers (Combined)	$445.2K	0.3% ($445.2K/$133.0M)	QoQ -6.42% (-$30.6K) YoY-
(VOcusip922908629)	1.7K	QoQ +45.37% (+525) YoY-	All Managers (Combined)	$435.2K	0.3% ($435.2K/$133.0M)	QoQ +42.35% (+$129.5K) YoY-
ELI LILLY & Co(LLYcusip532457108)	512	QoQ -6.05% (-33) YoY-	All Managers (Combined)	$422.9K	0.3% ($422.9K/$133.0M)	QoQ +0.50% (-$2.1K) YoY-
(VYMIcusip921946794)	5.3K	QoQ NEW(+5.3K) YoY-	All Managers (Combined)	$391.4K	0.3% ($391.4K/$133.0M)	QoQ NEW(+$391.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	709	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$377.6K	0.3% ($377.6K/$133.0M)	QoQ +17.49% (+$56.2K) YoY-
ORACLE CORP(ORCLcusip68389X105)	2.7K	QoQ +0.11% (-3) YoY-	All Managers (Combined)	$376.3K	0.3% ($376.3K/$133.0M)	QoQ -15.99% (-$71.7K) YoY-