Wilkins-Miller-Wealth-Management

Filing Details

13F-HR2025-03-31
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% identified
56 identified27 unidentified

Holdings

83 positions • $133.0M total value
Manager:
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Duke Energy CORP
Shares:1.7K
Value:$206.2K
% of Portfolio:0.2% ($206.2K/$133.0M)
NVIDIA CORP
Shares:1.9K
Value:$203.5K
% of Portfolio:0.2% ($203.5K/$133.0M)
46138J791
Shares:10.4K
Value:$202.8K
% of Portfolio:0.2% ($202.8K/$133.0M)