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Wiser Advisor Group

Latest statistics and disclosures from Wiser Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, GOOGL, LLY, AMZN, and represent 26.16% of Wiser Advisor Group's stock portfolio.
Added to shares of these 10 stocks: XMHQ, HMOP, DTCR, MLPA, BUFR, ZM, NVO, PZA, TRP, QQQ.
Started 210 new stock positions in AKAM, EBAY, PG, MDT, GXO, TGT, IBRX, MRK, REAL, AVB.
Reduced shares in these 10 stocks: VOO, BND, PLD, VTV, VUG, AAPL, FPE, HD, Enbridge Inc Note 6.000 1/1, DIA.
Sold out of its position in Enbridge Inc Note 6.000 1/1.
Wiser Advisor Group was a net buyer of stock by $18M.
Wiser Advisor Group has $80M in assets under management (AUM), dropping by 39.72%.
Central Index Key (CIK): 0002011550

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Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 248 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	7.4	$5.9M		23k	254.63	View chart
Vanguard S&p MF Closed and MF Open (VOO)	6.4	$5.2M	-3%	8.4k	612.41	View chart
Alphabet Common Stock (GOOGL)	4.5	$3.6M	+2%	15k	243.09	View chart
Eli Lilly Common Stock (LLY)	4.2	$3.4M	+2%	4.4k	762.95	View chart
Amazon Common Stock (AMZN)	3.7	$3.0M	+2%	14k	219.57	View chart
Meta Platforms Common Stock (META)	3.3	$2.7M	+4%	3.6k	734.45	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	3.2	$2.6M	+3%	82k	31.01	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	2.9	$2.3M	NEW	22k	104.96	View chart
Microsoft Corp Common Stock (MSFT)	2.9	$2.3M	+3%	4.5k	517.90	View chart
Vanguard Total MF Closed and MF Open (BND)	2.6	$2.1M	-6%	28k	74.37	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.5	$2.0M	-3%	4.2k	479.61	View chart
Jpmorgan Chase Common Stock (JPM)	2.5	$2.0M	+2%	6.4k	315.43	View chart
Nvidia Corp Common Stock (NVDA)	2.5	$2.0M	+3%	11k	186.58	View chart
Schwab Us MF Closed and MF Open (SCHX)	2.5	$2.0M	+4%	75k	26.34	View chart
Vanguard Value MF Closed and MF Open (VTV)	2.4	$2.0M	-4%	11k	186.49	View chart
First Trust MF Closed and MF Open (GRID)	2.3	$1.9M	+18%	12k	151.08	View chart
Hartford Mun MF Closed and MF Open (HMOP)	2.3	$1.8M	NEW	47k	38.97	View chart
Vanguard Small MF Closed and MF Open (VB)	2.2	$1.8M		7.0k	254.29	View chart
Global X MF Closed and MF Open (DTCR)	2.1	$1.7M	NEW	83k	20.48	View chart
Home Depot Common Stock (HD)	1.9	$1.5M		3.8k	405.18	View chart
Berkshire Hathaway Common Stock (BRK.A)	1.9	$1.5M		2.00	754200.00	View chart
Walmart Common Stock (WMT)	1.9	$1.5M	+3%	15k	103.06	View chart
Mcdonalds Corp Common Stock (MCD)	1.7	$1.4M	+2%	4.5k	303.91	View chart
Global X MF Closed and MF Open (MLPA)	1.6	$1.3M	NEW	27k	48.42	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	1.6	$1.3M		34k	37.11	View chart
Taiwan Semiconductor Common Stock (TSM)	1.5	$1.2M	+6%	4.4k	279.28	View chart
Schwab Us MF Closed and MF Open (SCHA)	1.4	$1.1M		41k	27.90	View chart
Ferrari Nv Common Stock (RACE)	1.3	$1.0M	+14%	2.1k	485.18	View chart
Coca Cola Company Common Stock (KO)	1.3	$1.0M	+4%	15k	66.32	View chart
Vanguard Real MF Closed and MF Open (VNQ)	1.1	$908k	+3%	9.9k	91.42	View chart
First Trust MF Closed and MF Open (FPE)	1.0	$834k	-5%	46k	18.24	View chart
Berkshire Hathaway Common Stock (BRK.B)	1.0	$778k		1.5k	502.74	View chart
Prologis Common Stock (PLD)	0.9	$754k	-12%	6.6k	114.52	View chart
Royal Caribbean Common Stock (RCL)	0.9	$710k	+6%	2.2k	323.61	View chart
First Trust MF Closed and MF Open (BUFR)	0.9	$697k	NEW	21k	33.42	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.8	$632k		14k	44.57	View chart
Zoom Communications Common Stock (ZM)	0.7	$593k	NEW	7.2k	82.50	View chart
Tesla Common Stock (TSLA)	0.7	$564k		1.3k	444.72	View chart
Novo Nordisk Common Stock (NVO)	0.6	$455k	NEW	8.2k	55.49	View chart
Invesco National MF Closed and MF Open (PZA)	0.6	$450k	NEW	20k	23.09	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.5	$430k		5.1k	84.11	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.5	$428k	-3%	923.00	463.69	View chart
Ishares Core MF Closed and MF Open (IJR)	0.5	$417k		3.5k	118.82	View chart
Tc Energy Common Stock (TRP)	0.5	$393k	NEW	7.2k	54.41	View chart
Ishares Core MF Closed and MF Open (IVV)	0.5	$386k		577.00	669.31	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.5	$370k	NEW	616.00	600.59	View chart
Invesco P MF Closed and MF Open (PGX)	0.4	$313k	NEW	27k	11.60	View chart
Oracle Corp Common Stock (ORCL)	0.3	$249k	NEW	884.00	281.33	View chart
Broadcom Common Stock (AVGO)	0.3	$243k	NEW	738.00	329.85	View chart
Vaneck High MF Closed and MF Open (HYD)	0.3	$231k	NEW	4.5k	50.90	View chart
Walt Disney Common Stock (DIS)	0.3	$228k		2.0k	114.52	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$221k	NEW	1.3k	166.18	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.3	$208k	NEW	1.0k	206.43	View chart
Visa Common Stock (V)	0.3	$201k		590.00	341.10	View chart
Alphabet Common Stock (GOOG)	0.2	$196k	NEW	805.00	243.53	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$190k	NEW	1.4k	133.94	View chart
Costco Wholesale Common Stock (COST)	0.2	$169k	NEW	182.00	927.31	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.2	$167k	NEW	9.4k	17.84	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$131k	NEW	5.4k	24.30	View chart
Rtx Corp Common Stock (RTX)	0.2	$124k	NEW	740.00	167.43	View chart
Welltower Common Stock (WELL)	0.1	$117k	NEW	656.00	178.26	View chart
Allstate Corp Common Stock (ALL)	0.1	$116k	NEW	540.00	214.48	View chart
Netflix Common Stock (NFLX)	0.1	$114k	NEW	95.00	1198.92	View chart
Cisco Systems Common Stock (CSCO)	0.1	$111k	NEW	1.6k	68.40	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.1	$109k	NEW	1.8k	62.13	View chart
Waste Management Common Stock (WM)	0.1	$108k	NEW	487.00	220.90	View chart
Thermo Fisher Common Stock (TMO)	0.1	$101k	NEW	207.00	485.73	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$99k	NEW	534.00	185.56	View chart
American Tower Common Stock (AMT)	0.1	$93k	NEW	484.00	192.28	View chart
American Express Common Stock (AXP)	0.1	$88k	NEW	265.00	332.16	View chart
Lowes Companies Common Stock (LOW)	0.1	$86k	NEW	343.00	251.47	View chart
Chipotle Mexican Common Stock (CMG)	0.1	$80k	NEW	2.1k	39.19	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$79k	NEW	1.3k	59.91	View chart
Invesco S&p MF Closed and MF Open (PSCH)	0.1	$76k	NEW	1.8k	41.61	View chart
Elevance Health Common Stock (ELV)	0.1	$75k	NEW	232.00	323.38	View chart
Nextera Energy Common Stock (NEE)	0.1	$66k	NEW	872.00	75.49	View chart
Coinbase Global Common Stock (COIN)	0.1	$65k	NEW	193.00	337.49	View chart
Quest Diagnostics Common Stock (DGX)	0.1	$64k	NEW	337.00	190.43	View chart
Ebay Common Stock (EBAY)	0.1	$63k	NEW	697.00	91.00	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$62k	NEW	918.00	67.25	View chart
Lockheed Martin Common Stock (LMT)	0.1	$61k	NEW	123.00	497.72	View chart
Stryker Corp Common Stock (SYK)	0.1	$61k	NEW	165.00	370.10	View chart
Adobe Common Stock (ADBE)	0.1	$61k	NEW	172.00	352.75	View chart
Honeywell Intl Common Stock (HON)	0.1	$59k	NEW	282.00	210.54	View chart
Nasdaq Common Stock (NDAQ)	0.1	$58k	NEW	650.00	88.47	View chart
Chevron Corp Common Stock (CVX)	0.1	$57k	NEW	368.00	155.40	View chart
Avalonbay Commntys Common Stock (AVB)	0.1	$57k	NEW	293.00	192.87	View chart
Realty Income Common Stock (O)	0.1	$56k	NEW	922.00	60.78	View chart
Merck & Company Common Stock (MRK)	0.1	$55k	NEW	655.00	83.98	View chart
Marriott Intl Common Stock (MAR)	0.1	$53k	NEW	204.00	260.14	View chart
Equinix Common Stock (EQIX)	0.1	$53k	NEW	67.00	783.93	View chart
Mondelez International Common Stock (MDLZ)	0.1	$52k	NEW	826.00	62.45	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$51k	NEW	691.00	73.47	View chart
Schwab Charles Common Stock (SCHW)	0.1	$51k	NEW	529.00	95.55	View chart
Xpo Common Stock (XPO)	0.1	$50k	NEW	387.00	129.27	View chart
Akamai Technologies Common Stock (AKAM)	0.1	$50k	NEW	655.00	75.76	View chart
Udr Common Stock (UDR)	0.1	$49k	NEW	1.3k	37.25	View chart
Vici Properties Common Stock (VICI)	0.1	$47k	NEW	1.5k	32.62	View chart
Sun Communities Common Stock (SUI)	0.1	$46k	NEW	356.00	129.11	View chart
Digital Realty Common Stock (DLR)	0.1	$45k	NEW	260.00	172.73	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$43k	NEW	139.00	307.86	View chart
United Airlines Common Stock (UAL)	0.1	$41k	NEW	428.00	96.50	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$40k	NEW	221.00	182.43	View chart
Host Hotels Common Stock (HST)	0.0	$40k	NEW	2.4k	17.02	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$38k	NEW	755.00	49.98	View chart
Healthpeak Pptys Common Stock (DOC)	0.0	$38k	NEW	2.0k	19.15	View chart
Ameren Corp Common Stock (AEE)	0.0	$35k	NEW	337.00	104.38	View chart
Franklin Covey Common Stock (FC)	0.0	$35k	NEW	1.8k	19.41	View chart
Duke Energy Common Stock (DUK)	0.0	$34k	NEW	275.00	123.59	View chart
Rexford Industrial Common Stock (REXR)	0.0	$34k	NEW	821.00	41.11	View chart
Kilroy Rlty Corp Common Stock (KRC)	0.0	$32k	NEW	764.00	42.26	View chart
Agree Realty Common Stock (ADC)	0.0	$32k	NEW	451.00	70.97	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$29k	NEW	1.1k	25.72	View chart
Crown Castle Common Stock (CCI)	0.0	$29k	NEW	300.00	96.33	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$29k	NEW	287.00	100.35	View chart
Yum Brands Common Stock (YUM)	0.0	$28k	NEW	185.00	151.66	View chart
Cubesmart Common Stock (CUBE)	0.0	$28k	NEW	684.00	40.68	View chart
Shell Common Stock (SHEL)	0.0	$28k	NEW	388.00	71.45	View chart
Airbnb Common Stock (ABNB)	0.0	$27k	NEW	224.00	121.42	View chart
Toll Brothers Common Stock (TOL)	0.0	$27k	NEW	195.00	138.25	View chart
Ventas Common Stock (VTR)	0.0	$27k	NEW	384.00	70.08	View chart
Bank America Common Stock (BAC)	0.0	$27k	NEW	519.00	51.59	View chart
Cloudflare Common Stock (NET)	0.0	$26k	NEW	121.00	214.59	View chart
Terreno Realty Common Stock (TRNO)	0.0	$25k	NEW	446.00	56.73	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$25k	NEW	408.00	60.77	View chart
Healthcare Realty Common Stock (HR)	0.0	$25k	NEW	1.4k	18.03	View chart
Fiserv Common Stock (FI)	0.0	$25k	NEW	190.00	128.93	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.0	$24k	NEW	35.00	672.23	View chart
Abbvie Common Stock (ABBV)	0.0	$23k	NEW	101.00	231.27	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$23k	NEW	356.00	65.31	View chart
Brixmor Property Common Stock (BRX)	0.0	$23k	NEW	819.00	27.68	View chart
Metlife Common Stock (MET)	0.0	$22k	NEW	272.00	82.44	View chart
Micron Technology Common Stock (MU)	0.0	$22k	NEW	131.00	167.08	View chart
Procter & Gamble Common Stock (PG)	0.0	$21k	NEW	137.00	154.15	View chart
3m Company Common Stock (MMM)	0.0	$21k	NEW	134.00	155.06	View chart
Gxo Logistics Common Stock (GXO)	0.0	$21k	NEW	387.00	52.89	View chart
Mgm Resorts Common Stock (MGM)	0.0	$20k	NEW	590.00	34.66	View chart
Kimco Realty Common Stock (KIM)	0.0	$20k	NEW	932.00	21.85	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$20k	NEW	147.00	137.98	View chart
Jacobs Solutions Common Stock (J)	0.0	$20k	NEW	135.00	150.05	View chart
Invitation Homes Common Stock (INVH)	0.0	$20k	NEW	679.00	29.33	View chart
Nnn Reit Common Stock (NNN)	0.0	$20k	NEW	462.00	42.57	View chart
Linde Common Stock (LIN)	0.0	$19k	NEW	41.00	472.29	View chart
Doordash Common Stock (DASH)	0.0	$19k	NEW	70.00	272.00	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$19k	NEW	72.00	258.36	View chart
Salesforce Common Stock (CRM)	0.0	$18k	NEW	78.00	236.01	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$18k	NEW	209.00	84.67	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$17k	NEW	246.00	70.56	View chart
Intercontinental Hotels Common Stock (IHG)	0.0	$17k	NEW	140.00	121.20	View chart
Extra Space Common Stock (EXR)	0.0	$17k	NEW	118.00	141.25	View chart
Altria Group Common Stock (MO)	0.0	$16k	NEW	240.00	66.08	View chart
Alexandria Real Common Stock (ARE)	0.0	$15k	NEW	185.00	83.48	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$15k	NEW	221.00	67.06	View chart
First Trust MF Closed and MF Open (FMB)	0.0	$15k	NEW	290.00	50.65	View chart
Gaming & Leisure Common Stock (GLPI)	0.0	$15k	NEW	315.00	46.60	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$14k	NEW	264.00	54.22	View chart
Essential Properties Common Stock (EPRT)	0.0	$14k	NEW	461.00	29.78	View chart
Alerian M MF Closed and MF Open (AMLP)	0.0	$14k	NEW	287.00	46.97	View chart
Astrazeneca Common Stock (AZN)	0.0	$13k	NEW	173.00	76.72	View chart
Nike Common Stock (NKE)	0.0	$13k	NEW	188.00	69.90	View chart
Pfizer Common Stock (PFE)	0.0	$13k	NEW	501.00	25.47	View chart
Wec Energy Common Stock (WEC)	0.0	$13k	NEW	111.00	114.59	View chart
Virtus Infracap MF Closed and MF Open (PFFA)	0.0	$13k	NEW	584.00	21.72	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$13k	NEW	103.00	122.42	View chart
Amplify Blockchain MF Closed and MF Open (BLOK)	0.0	$12k	NEW	184.00	67.12	View chart
SPDR S&P MF Closed and MF Open (XHS)	0.0	$11k	NEW	112.00	101.56	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$11k	NEW	34.00	328.76	View chart
United Microelectronics Common Stock (UMC)	0.0	$11k	NEW	1.5k	7.58	View chart
Citigroup Common Stock (C)	0.0	$11k	NEW	107.00	101.80	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$11k	NEW	589.00	18.42	View chart
Verizon Communications Common Stock (VZ)	0.0	$11k	NEW	241.00	43.92	View chart
Kimberly Clark Common Stock (KMB)	0.0	$10k	NEW	83.00	124.34	View chart
Fedex Corp Common Stock (FDX)	0.0	$9.9k	NEW	42.00	235.07	View chart
Uber Technologies Common Stock (UBER)	0.0	$9.8k	NEW	100.00	97.97	View chart
Tractor Supply Common Stock (TSCO)	0.0	$9.7k	NEW	171.00	56.78	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$9.7k	NEW	225.00	42.98	View chart
Csx Corp Common Stock (CSX)	0.0	$9.5k	NEW	267.00	35.51	View chart
Americold Realty Common Stock (COLD)	0.0	$9.4k	NEW	765.00	12.24	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$9.3k	NEW	64.00	145.59	View chart
Carrier Global Common Stock (CARR)	0.0	$9.0k	NEW	150.00	59.79	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$8.9k	NEW	181.00	49.27	View chart
Wisdomtree Artificial MF Closed and MF Open (WTAI)	0.0	$8.9k	NEW	310.00	28.58	View chart
Duolingo Common Stock (DUOL)	0.0	$8.7k	NEW	27.00	321.85	View chart
Ishares Msci MF Closed and MF Open (KSA)	0.0	$8.5k	NEW	211.00	40.49	View chart
The Realreal Common Stock (REAL)	0.0	$8.5k	NEW	800.00	10.63	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$8.4k	NEW	320.00	26.34	View chart
At&t Common Stock (T)	0.0	$8.3k	NEW	295.00	28.20	View chart
Proshares Pet MF Closed and MF Open (PAWZ)	0.0	$8.2k	NEW	146.00	56.21	View chart
Yum China Common Stock (YUMC)	0.0	$8.1k	NEW	190.00	42.82	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$7.9k	NEW	170.00	46.75	View chart
Philip Morris Common Stock (PM)	0.0	$7.3k	NEW	45.00	162.76	View chart
Globus Medical Common Stock (GMED)	0.0	$7.0k	NEW	122.00	57.27	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$7.0k	NEW	141.00	49.37	View chart
Robo Global MF Closed and MF Open (ROBO)	0.0	$7.0k	NEW	106.00	65.61	View chart
Zoetis Common Stock (ZTS)	0.0	$6.9k	NEW	47.00	146.83	View chart
Microchip Technology Common Stock (MCHP)	0.0	$6.7k	NEW	104.00	63.95	View chart
Barclays Common Stock (BCS)	0.0	$6.2k	NEW	300.00	20.67	View chart
Rxo Common Stock (RXO)	0.0	$6.0k	NEW	387.00	15.38	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$5.8k	NEW	135.00	43.06	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.0	$5.3k	NEW	167.00	31.75	View chart
Target Corp Common Stock (TGT)	0.0	$5.2k	NEW	58.00	90.43	View chart
Camping World Common Stock (CWH)	0.0	$5.1k	NEW	324.00	15.78	View chart
Immunitybio Common Stock (IBRX)	0.0	$4.9k	NEW	2.0k	2.46	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$4.9k	NEW	104.00	47.00	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$4.8k	NEW	20.00	241.95	View chart
Pinterest Common Stock (PINS)	0.0	$4.8k	NEW	150.00	32.17	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$4.8k	NEW	153.00	31.24	View chart
American Water Common Stock (AWK)	0.0	$4.7k	NEW	34.00	137.76	View chart
Stanley Black Common Stock (SWK)	0.0	$4.5k	NEW	60.00	74.33	View chart
Crown Holdings Common Stock (CCK)	0.0	$4.4k	NEW	45.00	96.89	View chart
Sony Group Common Stock (SONY)	0.0	$4.3k	NEW	151.00	28.73	View chart
Ambac Financial Common Stock (AMBC)	0.0	$4.2k	NEW	500.00	8.34	View chart
Ford Motor Common Stock (F)	0.0	$4.1k	NEW	343.00	11.95	View chart
National Grid Common Stock (NGG)	0.0	$3.9k	NEW	54.00	72.46	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$3.8k	NEW	18.00	211.94	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$3.8k	NEW	39.00	96.33	View chart
Pursuit Attractions Common Stock (PRSU)	0.0	$3.6k	NEW	100.00	36.18	View chart
Schwab Intermediate MF Closed and MF Open (SCHR)	0.0	$3.6k	NEW	142.00	25.18	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$3.5k	NEW	71.00	48.70	View chart
Ge Aerospace Common Stock (GE)	0.0	$3.3k	NEW	11.00	302.18	View chart
Dow Common Stock (DOW)	0.0	$3.3k	NEW	143.00	23.00	View chart
Fidelity National Common Stock (FIS)	0.0	$3.1k	NEW	47.00	65.70	View chart
Pinnacle West Common Stock (PNW)	0.0	$3.0k	NEW	33.00	89.67	View chart
Hsbc Holdings Common Stock (HSBC)	0.0	$2.9k	NEW	41.00	70.98	View chart
Synaptics Common Stock (SYNA)	0.0	$2.7k	NEW	40.00	68.35	View chart
Ing Groep Common Stock (ING)	0.0	$2.6k	NEW	98.00	26.19	View chart
Upstart Holdings Common Stock (UPST)	0.0	$2.5k	NEW	50.00	50.80	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$2.2k	NEW	5.00	447.20	View chart
Amentum Holdings Common Stock (AMTM)	0.0	$2.2k	NEW	92.00	23.97	View chart
Solventum Corp Common Stock (SOLV)	0.0	$2.2k	NEW	30.00	73.00	View chart
Ishares Gold Common Stock (IAU)	0.0	$2.0k	NEW	27.00	72.78	View chart
Illumina Common Stock (ILMN)	0.0	$1.7k	NEW	18.00	95.00	View chart
Pegasystems Common Stock (PEGA)	0.0	$1.5k	NEW	26.00	57.58	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$1.5k	NEW	18.00	83.17	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.3k	NEW	10.00	130.00	View chart
Sba Communications Common Stock (SBAC)	0.0	$1.2k	NEW	6.00	201.50	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$1.1k	NEW	34.00	33.06	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$1.0k	NEW	19.00	54.95	View chart
Hubspot Common Stock (HUBS)	0.0	$936.000000	NEW	2.00	468.00	View chart
Grail Common Stock (GRAL)	0.0	$473.000000	NEW	8.00	59.12	View chart
Albertsons Cos Common Stock (ACI)	0.0	$463.000200	NEW	26.00	17.81	View chart
Canadian Pacific Common Stock (CP)	0.0	$302.000000	NEW	4.00	75.50	View chart
Carnival Corp Common Stock (CCL)	0.0	$260.000100	NEW	9.00	28.89	View chart
Medtronic Common Stock (MDT)	0.0	$204.000000	NEW	2.00	102.00	View chart
Lumentum Holdings Common Stock (LITE)	0.0	$163.000000	NEW	1.00	163.00	View chart
Cvs Health Common Stock (CVS)	0.0	$83.000000	NEW	1.00	83.00	View chart
Bristol Myers Common Stock (BMY)	0.0	$50.000000	NEW	1.00	50.00	View chart
Warner Bros Common Stock (WBD)	0.0	$39.000000	NEW	2.00	19.50	View chart

Past Filings by Wiser Advisor Group

SEC 13F filings are viewable for Wiser Advisor Group going back to 2024

Wiser Advisor Group 2025 Q3 filed Nov. 14, 2025
Wiser Advisor Group 2025 Q2 filed Aug. 8, 2025
Wiser Advisor Group 2025 Q1 filed May 14, 2025
Wiser Advisor Group 2024 Q4 filed Feb. 5, 2025
Wiser Advisor Group 2024 Q3 filed Nov. 13, 2024
Wiser Advisor Group 2024 Q2 filed Aug. 14, 2024
Wiser Advisor Group 2024 Q1 filed May 16, 2024

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