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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Wilkins-Miller-Wealth-Management
Data Enrichment
67% identified56 identified27 unidentified
Holdings
83 positions • $133.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Duke Energy CORP(DUKcusip26441C204) | 1.7K | QoQ NEW(+1.7K) YoY- | All Managers (Combined) | $206.2K | 0.2% ($206.2K/$133.0M) | QoQ NEW(+$206.2K) YoY- |
NVIDIA CORP(NVDAcusip67066G104) | 1.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $203.5K | 0.2% ($203.5K/$133.0M) | YoY- |
(cusip46138J791)✕ | 10.4K | QoQ NEW(+10.4K) YoY- | All Managers (Combined) | $202.8K | 0.2% ($202.8K/$133.0M) | QoQ NEW(+$202.8K) YoY- |