Wilkins Miller Wealth Management, LLC Portfolio Holdings
Q3 2025•92 long positions•$161.5M portfolio value
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Holding92 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $16.2M 10.01% | +$95.7K Bought | — 610.3K shares | 606.6K → 610.3K +$95.7K | +0.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.5M 5.86% | +$212.5K Bought | — 296.5K shares | 289.8K → 296.5K +$212.5K | +2.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.0M 4.95% | +$461.7K Bought | — 11.9K shares | 11.3K → 11.9K +$461.7K | +6.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.5M 4.02% | -$249.9K Sold | — 316.8K shares | 329.0K → 316.8K −$249.9K | -3.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.7M 3.55% | +$160.1K Bought | — 134.0K shares | 130.2K → 134.0K +$160.1K | +2.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 3.38% | +$17.8K Bought | — 246.1K shares | 245.3K → 246.1K +$17.8K | +0.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 3.35% | +$216.6K Bought | — 291.7K shares | 280.0K → 291.7K +$216.6K | +4.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 3.14% | +$201.9K Bought | — 183.1K shares | 175.8K → 183.1K +$201.9K | +4.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 3.11% | +$213.8K Bought | — 59.0K shares | 56.4K → 59.0K +$213.8K | +4.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.8M 2.99% | +$578.5K Bought | — 285.7K shares | 251.5K → 285.7K +$578.5K | +13.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 2.87% | +$198.8K Bought | — 218.1K shares | 208.7K → 218.1K +$198.8K | +4.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 2.83% | -$12.2K Sold | — 173.8K shares | 174.3K → 173.8K −$12.2K | -0.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 2.47% | -$144.6K Sold | — 170.1K shares | 176.3K → 170.1K −$144.6K | -3.5% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.3M 2.04% | +$16.8K Bought | — 15.3K shares | 15.2K → 15.3K +$16.8K | +0.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.01% | +$61.8K Bought | — 126.2K shares | 123.8K → 126.2K +$61.8K | +1.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.98% | -$22.7K Sold | — 30.6K shares | 30.8K → 30.6K −$22.7K | -0.7% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.1M 1.94% | +$130.0K Bought | — 22.3K shares | 21.4K → 22.3K +$130.0K | +4.32% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.6M 1.59% | -$8.1K Sold | 0.0% 10.1K shares | 10.1K → 10.1K −$8.1K | -0.32% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.58% | +$360.9K Bought | — 153.0K shares | 131.3K → 153.0K +$360.9K | +16.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.51% | +$75.7K Bought | — 34.4K shares | 33.3K → 34.4K +$75.7K | +3.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.42% | +$1.8K Bought | — 78.8K shares | 78.8K → 78.8K +$1.8K | +0.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.35% | +$797.5K Bought | — 11.5K shares | 7.3K → 11.5K +$797.5K | +57.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.25% | -$244.8K Sold | — 102.4K shares | 114.8K → 102.4K −$244.8K | -10.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.9M 1.2% | +$647.7K Bought | — 93.5K shares | 62.3K → 93.5K +$647.7K | +50.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.14% | -$36.4K Sold | — 72.2K shares | 73.7K → 72.2K −$36.4K | -1.94% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.8M 1.09% | +$9.5K Bought | 0.0% 5.6K shares | 5.6K → 5.6K +$9.5K | +0.54% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.08% | +$103.0K Bought | — 74.8K shares | 70.4K → 74.8K +$103.0K | +6.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.0% | +$200.9K Bought | — 63.2K shares | 55.3K → 63.2K +$200.9K | +14.17% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.984% | +$86.7K Bought | — 20.3K shares | 19.2K → 20.3K +$86.7K | +5.77% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.984% | +$665.8K Bought | — 20.6K shares | 11.9K → 20.6K +$665.8K | +72.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.916% | +$270.5K Bought | — 12.6K shares | 10.3K → 12.6K +$270.5K | +22.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.886% | +$345.7K Bought | — 54.7K shares | 41.5K → 54.7K +$345.7K | +31.85% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.3M 0.826% | +$37.9K Bought | 0.0% 8.6K shares | 8.3K → 8.6K +$37.9K | +2.93% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.779% | +$8.5K Bought | — 28.6K shares | 28.4K → 28.6K +$8.5K | +0.68% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.2M 0.754% | +$7.3K Bought | 0.0% 2.4K shares | 2.3K → 2.4K +$7.3K | +0.6% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.749% | — | — 7.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.748% | +$600.5 Bought | — 2.0K shares | 2.0K → 2.0K +$600.5 | +0.05% | — — | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $1.2M 0.742% | -$10.5K Sold | 0.0% 3.0K shares | 3.0K → 3.0K −$10.5K | -0.87% | $403.32B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.739% | -$388.6K Sold | — 15.1K shares | 20.0K → 15.1K −$388.6K | -24.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.735% | -$25.0K Sold | — 35.5K shares | 36.3K → 35.5K −$25.0K | -2.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.724% | -$30.0K Sold | — 1.9K shares | 2.0K → 1.9K −$30.0K | -2.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.653% | -$68.5K Sold | — 17.8K shares | 19.0K → 17.8K −$68.5K | -6.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.63% | +$56.9K Bought | — 34.3K shares | 32.4K → 34.3K +$56.9K | +5.92% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $985.1K 0.61% | +$9.2K Bought | 0.0% 4.1K shares | 4.0K → 4.1K +$9.2K | +0.95% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $968.4K 0.6% | -$50.9K Sold | — 42.0K shares | 44.2K → 42.0K −$50.9K | -4.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $882.8K 0.547% | +$155.7K Bought | — 6.1K shares | 5.0K → 6.1K +$155.7K | +21.42% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $807.6K 0.5% | +$228.5K Bought | — 2.3K shares | 1.6K → 2.3K +$228.5K | +39.45% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $782.2K 0.484% | +$157.9K Bought | — 2.7K shares | 2.2K → 2.7K +$157.9K | +25.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $776.1K 0.481% | -$4.6K Sold | — 28.4K shares | 28.6K → 28.4K −$4.6K | -0.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $764.8K 0.474% | -$50.3K Sold | — 32.7K shares | 34.8K → 32.7K −$50.3K | -6.18% | — — | Q4 2024 Held for 11 months |
