Wilkins Miller Wealth Management LLC Portfolio
Invests via Wilkins Miller Wealth Management LLC | Managed by Greg A. Bowen
Invests via Wilkins Miller Wealth Management LLC
Managed by Greg A. Bowen
Automatically Tracked
Company Profile
Regional wealth manager focused on fiduciary retirement, financial planning and asset management for affluent individuals and families, Wilkins Miller Wealth Management LLC manages personalized portfolios and offers tax-sensitive strategies, estate planning coordination and advisory services. Operates as part of a broader accounting and advisory group, targeting mid-market clients and long-term AUM growth.
Regional wealth manager focused on fiduciary retirement, financial planning and asset management for affluent individuals and families, Wilkins Miller Wealth Management LLC manages personalized portfolios and offers tax-sensitive strategies, estate planning coordination and advisory services. Operates as part of a broader accounting and advisory group, targeting mid-market clients and long-term AUM growth.
Investment Philosophy & Strategy
Provides fiduciary-focused, tax-aware wealth management for affluent individuals and families. Emphasizes holistic retirement and financial planning integrated with accounting and advisory services, leveraging tax-sensitive portfolio construction, estate coordination, cash-flow modeling, and risk-managed asset allocation. Capital deployment favors diversified, low-turnover strategies with tax efficiency and long-term growth orientation. Client-centric governance, fee transparency, and mid-market focus drive measured AUM expansion while prioritizing downside protection and retirement income sustainability.
Provides fiduciary-focused, tax-aware wealth management for affluent individuals and families. Emphasizes holistic retirement and financial planning integrated with accounting and advisory services, leveraging tax-sensitive portfolio construction, estate coordination, cash-flow modeling, and risk-managed asset allocation. Capital deployment favors diversified, low-turnover strategies with tax efficiency and long-term growth orientation. Client-centric governance, fee transparency, and mid-market focus drive measured AUM expansion while prioritizing downside protection and retirement income sustainability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.56%
Gain +0.44%
Monthly
1.18%
Yearly
15.08%
Drawdown
14.77%
$179.11M
Equity
Holdings
$179.11M
Investment
$151.35M
$28.7M
Profit +$553,692.78
Realized
$943,037.78
Unrealized
$27.76M
Dividends
$6.51M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$553,692.78
Win %
71%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$486,877.39
Win %
71%
This Month
Compared to last month
Gain
1.14%
Profit
$2.01M
Win %
71%
This Year
Compared to last year
Gain
1.14%
Profit
$2.02M
Win %
72%
LLY Eli Lilly and Company
+4.65%
+$26,273.42 
HD The Home Depot, Inc.
+3.74%
+$30,591.81 
LOW Lowe's Companies Inc.
+3.73%
+$9,372.04 
BNY BlackRock New York Municipal Income Trust
+3.13%
+$8,207.13 
CSL Carlisle Companies Inc.
+3.06%
+$9,580.81 
ORCL Oracle Corporation
+3.03%
+$9,669.6 
AMGN Amgen Inc.
+3.02%
+$8,056.63 
V Visa Inc. Class A
+2.71%
+$6,173.98 
FHLC Fidelity MSCI Health Care Index ETF
+2.1%
+$7,071.75 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.54%
+$17,194.07 
GLD SPDR Gold Shares
+1.37%
+$13,718.69 
MSFT Microsoft Corp.
+1.3%
+$14,268.64 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$10,792.45 
SDY SPDR S&P Dividend ETF
+1.2%
+$2,867.62 
SCHA Schwab U.S. Small-Cap ETF
+1.06%
+$69,412.36 
GE General Electric Company
+1.06%
+$2,608.98 
SCHM Schwab U.S. Mid-Cap ETF
+1.04%
+$14,988.45 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$23,078.27 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.87%
+$49,180.72 
VIG Vanguard Dividend Appreciation ETF
+0.81%
+$27,045.54 
VYMI Vanguard International High Dividend Yield Index Fund
+0.79%
+$5,820.24 
EFA iShares MSCI EAFE ETF
+0.78%
+$1,608.39 
QUS SPDR MSCI USA StrategicFactors ETF
+0.75%
+$8,659.5 
SCHH Schwab U.S. REIT ETF
+0.72%
+$3,810.08 
USRT iShares Core U.S. REIT ETF
+0.71%
+$6,038.23 
UNP Union Pacific Corporation
+0.7%
+$2,880.53 
VTV Vanguard Value ETF
+0.67%
+$1,445.3 
IWD iShares Russell 1000 Value ETF
+0.67%
+$2,400.4 
VO Vanguard Mid-Cap ETF
+0.67%
+$9,304.72 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.67%
+$1,433.36 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.66%
+$3,989.01 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.65%
+$6,100.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.62%
+$38,064.4 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.61%
+$8,948.25 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$1,508.98 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$16,399.5 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.54%
+$7,877.87 
GOOGL Alphabet Inc
+0.52%
+$7,247.71 
XLSR SPDR SSGA US Sector Rotation ETF
+0.51%
+$1,192.04 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.51%
+$12,678.6 
DTD WisdomTree U.S. Total Dividend Fund
+0.49%
+$1,394.54 
META Meta Platforms Inc Class A
+0.47%
+$968.04 
GOOG Alphabet Inc
+0.46%
+$2,553.43 
FNDF Schwab Fundamental International Large Company Index ETF
+0.44%
+$1,018.02 
KO The Coca-Cola Company
+0.43%
+$3,297.86 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.42%
+$17,418.28 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$16,694.78 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$3,234.04 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.38%
+$10,940.4 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.37%
+$25,622.58 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,770.8 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.35%
+$19,332 
SCHF Schwab International Equity ETF
+0.35%
+$9,505.51 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.34%
+$23,842.16 
SCHB Schwab U.S. Broad Market ETF
+0.27%
+$8,267.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.23%
+$2,207.8 
BSV Vanguard Short-Term Bond ETF
+0.22%
+$2,554.59 
IXUS iShares Core International Stock ETF
+0.19%
+$495.25 
AMZN Amazon.com Inc
+0.18%
+$804.15 
VOO Vanguard S&P 500 ETF
+0.17%
+$2,503.22 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$29,414.65 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$594.37 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.16%
+$9,825.96 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$6,273.02 
NSC Norfolk Southern Corporation
+0.15%
+$397.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$2,676.18 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.14%
+$2,623.04 
IVV iShares Core S&P 500 ETF
+0.12%
+$10,651.27 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.09%
+$5,415.68 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$876.57 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.04%
+$218.44 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VLO Valero Energy Corporation
-4.52%
-$16,906.78 
CSCO Cisco Systems, Inc.
-3.71%
-$8,165.7 
MPC Marathon Petroleum Corporation
-3.02%
-$11,938.09 
PM Philip Morris International Inc.
-2.47%
-$8,102.6 
FENY Fidelity MSCI Energy Index ETF
-1.85%
-$10,901.77 
NVDA NVIDIA Corporation
-1.61%
-$8,650.11 
XOM Exxon Mobil Corporation
-1.43%
-$14,362.78 
CVX Chevron Corporation
-1.37%
-$26,342.29 
XLK State Street Technology Select Sector SPDR ETF
-1.08%
-$7,051.38 
VFMO Vanguard U.S. Momentum Factor Fund
-0.54%
-$17,594.21 
RTX RTX Corporation
-0.49%
-$1,416.87 
EPD Enterprise Products Partners L.P.
-0.46%
-$963.76 
JNJ Johnson & Johnson
-0.46%
-$2,237.04 
JPM JPMorgan Chase & Co.
-0.41%
-$7,719.99 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$5,725.74 
MRK Merck & Co., Inc.
-0.33%
-$1,773.8 
MS Morgan Stanley
-0.26%
-$553.34 
SCHE Schwab Emerging Markets Equity ETF
-0.18%
-$2,780.96 
SO The Southern Company
-0.17%
-$1,111.5 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.17%
-$5,636.89 
AAPL Apple Inc.
-0.15%
-$4,880 
EMR Emerson Electric Co.
-0.11%
-$583.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.08%
-$8,954.91 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 668 | Longs Won 481/668 72% | Profit Factor 19.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $226,172.96 |
| Average Win $62,829.11 | Best Trade (Oct 15) $3.86M | Sharpe Ratio -11.89 |
| Average Loss -$8,134.69 | Worst Trade (Oct 14) -$202,906.44 | Z-Score 10.97 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $42,963.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,760 | $2.44M | $3.34M | - | $897,700.65 | 36.72% | -0.146% |
| AMGN Amgen Inc. | 626 | $205,352.78 | $274,801.48 | - | $69,448.7 | 33.82% | +3.02% |
| AMZN Amazon.com Inc | 1,787 | $340,815.29 | $454,845.11 | - | $114,029.82 | 33.46% | +0.177% |
| BNY BlackRock New York Municipal Income Trust | 1,902 | $207,463.23 | $269,998.41 | - | $62,535.18 | 30.14% | +3.135% |
| BRK-B Berkshire Hathaway Inc. | 932 | $429,622.86 | $492,329 | - | $62,706.14 | 14.6% | +0.361% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 11,815 | $230,524.14 | $231,042.32 | - | $518.18 | 0.22% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 87,657 | $1.72M | $1.72M | - | $339.63 | 0.02% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 285,036 | $5.8M | $5.76M | - | -$39,271.92 | -0.68% | +0.094% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 327,532 | $6.03M | $6M | - | -$30,236.84 | -0.5% | +0.164% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 427,043 | $7.09M | $6.95M | - | -$138,534.1 | -1.95% | +0.37% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 182,340 | $2.97M | $2.9M | - | -$64,714.46 | -2.18% | +0.378% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 126,786 | $2.6M | $2.51M | - | -$88,526.1 | -3.41% | +0.507% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 46,925 | $987,093.18 | $952,108.25 | - | -$34,984.93 | -3.54% | +0.645% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 30,497 | $636,966.53 | $604,298.05 | - | -$32,668.48 | -5.13% | +0.664% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 21,844 | $508,429.75 | $498,807.74 | - | -$9,622.01 | -1.89% | +0.044% |
| BSV Vanguard Short-Term Bond ETF | 15,027 | $1.17M | $1.15M | - | -$24,126.15 | -2.05% | +0.222% |
| CSCO Cisco Systems, Inc. | 1,935 | $227,316.57 | $211,727.7 | - | -$15,588.87 | -6.86% | -3.713% |
| CSL Carlisle Companies Inc. | 960 | $354,086.51 | $323,011.2 | - | -$31,075.31 | -8.78% | +3.057% |
| CVX Chevron Corporation | 8,651 | $1.26M | $1.89M | - | $629,788.99 | 49.8% | -1.371% |
| DTD WisdomTree U.S. Total Dividend Fund | 2,999 | $227,511.21 | $287,349.18 | - | $59,837.97 | 26.3% | +0.488% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Wilkins Miller Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Invesco BulletShares 2028 Corporate Bond ETF - $443,307.57, Invesco BulletShares 2029 Corporate Bond ETF - $432,082.95, iShares iBonds Dec 2030 Term Corporate ETF - $430,306.71, Schwab U.S. Large-Cap ETF - $394,990.39, and Invesco BulletShares 2030 Corporate Bond ETF - $364,920.87. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Procter & Gamble Co - $37,782.65, American Express Company - $36,957, Schwab Fundamental U.S. Small Company ETF - $17,935.56, Amgen Inc - $15,762.82, and Morgan Stanley - $13,397.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wilkins Miller Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.51M earned over time. The largest contributors to dividend income include Invesco BulletShares 2028 Corporate Bond ETF - $434,387.07, Invesco BulletShares 2029 Corporate Bond ETF - $431,857.83, iShares iBonds Dec 2030 Term Corporate ETF - $421,236.35, Invesco BulletShares 2030 Corporate Bond ETF - $364,920.87, and iShares iBonds Dec 2031 Term Corporate ETF - $325,050.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wilkins Miller Wealth Management LLC's monthly returns?
Wilkins Miller Wealth Management LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Wilkins Miller Wealth Management LLC's strategy be considered aggressive or moderate?
Wilkins Miller Wealth Management LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wilkins Miller Wealth Management LLC's strategy?
Wilkins Miller Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
