Wiser Advisor Group

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

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Positions held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 303 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 8.4 $5.4M 26k 210.62
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Vanguard S&p MF Closed and MF Open (VOO) 8.2 $5.2M 11k 500.09
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First Trust MF Closed and MF Open (FMB) 4.7 $3.0M -20% 58k 51.06
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Vanguard Total MF Closed and MF Open (BND) 3.8 $2.4M -16% 34k 72.05
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Amazon Common Stock (AMZN) 3.7 $2.4M 12k 193.25
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Indexiq Iq MF Closed and MF Open (HFXI) 3.5 $2.3M 85k 26.70
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Vanguard Growth MF Closed and MF Open (VUG) 3.4 $2.2M 5.8k 373.96
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Vanguard Small MF Closed and MF Open (VB) 3.4 $2.2M 10k 218.03
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Alphabet Common Stock (GOOGL) 3.3 $2.1M 12k 182.15
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Vanguard Value MF Closed and MF Open (VTV) 3.1 $2.0M 12k 160.40
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Invesco S&p MF Closed and MF Open (XMHQ) 3.0 $1.9M +12% 20k 97.03
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Microsoft Corp Common Stock (MSFT) 2.5 $1.6M +2% 3.5k 446.85
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Meta Platforms Common Stock (META) 2.5 $1.6M 3.1k 504.13
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Schwab Us MF Closed and MF Open (SCHX) 2.2 $1.4M 22k 64.25
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Jpmorgan Chase Common Stock (JPM) 2.2 $1.4M 6.9k 202.24
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Eli Lilly Common Stock (LLY) 2.1 $1.3M +2% 1.5k 905.16
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X Trackers MF Closed and MF Open (HYLB) 2.0 $1.3M -3% 36k 35.46
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First Trust MF Closed and MF Open (FPE) 2.0 $1.3M -15% 72k 17.36
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Berkshire Hathaway Common Stock (BRK.A) 1.9 $1.2M 2.00 612241.00
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Home Depot Common Stock (HD) 1.9 $1.2M +6% 3.5k 344.21
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Prologis Common Stock (PLD) 1.9 $1.2M 11k 112.30
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Mcdonalds Corp Common Stock (MCD) 1.7 $1.1M +14% 4.2k 254.78
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Schwab Us MF Closed and MF Open (SCHA) 1.6 $990k 21k 47.45
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Walmart Common Stock (WMT) 1.4 $916k 14k 67.71
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Coca Cola Company Common Stock (KO) 1.3 $853k -2% 13k 63.65
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Global X MF Closed and MF Open (MLPA) 0.9 $596k +13% 12k 48.50
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Vanguard Real MF Closed and MF Open (VNQ) 0.9 $574k +27% 6.9k 83.75
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Vanguard Intermediate MF Closed and MF Open (VCIT) 0.8 $522k -17% 6.5k 79.92
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Invesco National MF Closed and MF Open (PZA) 0.8 $519k 22k 23.68
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Nvidia Corp Common Stock (NVDA) 0.7 $462k +674% 3.7k 123.52
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First Trust MF Closed and MF Open (KNG) 0.7 $447k -12% 8.8k 50.52
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Ishares Core MF Closed and MF Open (IVV) 0.6 $404k +48% 738.00 546.71
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Ferrari Nv Common Stock (RACE) 0.6 $393k +10% 964.00 407.96
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Ishares Core MF Closed and MF Open (IJR) 0.6 $380k +3% 3.6k 106.64
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Vaneck High MF Closed and MF Open (HYD) 0.6 $367k 7.1k 51.65
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Invesco P MF Closed and MF Open (PGX) 0.6 $365k 32k 11.55
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Walt Disney Common Stock (DIS) 0.5 $348k -5% 3.5k 99.28
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Abbott Laboratories Common Stock (ABT) 0.5 $341k -2% 3.3k 103.91
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Verizon Communications Common Stock (VZ) 0.5 $309k -4% 7.5k 41.24
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Jacobs Solutions Common Stock (J) 0.5 $308k -14% 2.2k 139.70
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Duke Energy Common Stock (DUK) 0.5 $308k +7% 3.1k 100.22
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Tesla Common Stock (TSLA) 0.4 $274k 1.4k 197.88
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Thermo Fisher Common Stock (TMO) 0.4 $274k -2% 495.00 552.48
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Invesco Qqq MF Closed and MF Open (QQQ) 0.4 $260k -9% 543.00 478.41
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First Trust MF Closed and MF Open (FPX) 0.4 $230k -2% 2.3k 99.32
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Amplify Blockchain MF Closed and MF Open (BLOK) 0.3 $210k -3% 5.9k 35.47
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Proshares Tr MF Closed and MF Open (PAWZ) 0.3 $210k -11% 3.9k 53.95
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Invesco S&p MF Closed and MF Open (PSCH) 0.3 $190k 4.5k 42.59
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Royal Caribbean Common Stock (RCL) 0.3 $189k 1.2k 159.43
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Exchange Traded MF Closed and MF Open (ROBO) 0.3 $186k -4% 3.4k 55.09
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Ishares S&p MF Closed and MF Open (IVE) 0.3 $180k +24% 987.00 181.89
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Visa Common Stock (V) 0.3 $160k -5% 610.00 262.26
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Yum China Common Stock (YUMC) 0.2 $158k -27% 5.1k 30.84
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Alphabet Common Stock (GOOG) 0.2 $147k 801.00 183.38
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Pfizer Common Stock (PFE) 0.2 $135k -29% 4.8k 27.98
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Cisco Systems Common Stock (CSCO) 0.2 $132k -4% 2.8k 47.51
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Chipotle Mexican Common Stock (CMG) 0.2 $128k +4900% 2.1k 62.65
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Costco Wholesale Common Stock (COST) 0.2 $127k 150.00 847.07
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Indexiq Iq MF Closed and MF Open (MMIT) 0.2 $125k 5.2k 24.18
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Oracle Corp Common Stock (ORCL) 0.2 $123k 873.00 141.16
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Canadian Pacific Common Stock (CP) 0.2 $123k +59% 1.6k 78.72
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Zoom Video Common Stock (ZM) 0.2 $116k NEW 2.0k 59.19
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Waste Management Common Stock (WM) 0.2 $102k 479.00 213.07
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Vanguard Ftse MF Closed and MF Open (VEA) 0.2 $99k +21% 2.0k 49.42
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Adobe Common Stock (ADBE) 0.2 $96k 172.00 555.54
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Illumina Common Stock (ILMN) 0.1 $94k -26% 900.00 104.38
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Taiwan Semiconductor Common Stock (TSM) 0.1 $93k NEW 536.00 173.80
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Unitedhealth Group Common Stock (UNH) 0.1 $91k 179.00 508.52
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Lowes Companies Common Stock (LOW) 0.1 $91k 413.00 220.10
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American Tower Common Stock (AMT) 0.1 $91k 468.00 194.04
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Johnson & Johnson Common Stock (JNJ) 0.1 $89k 608.00 146.07
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Spdr Euro MF Closed and MF Open (FEZ) 0.1 $86k +2% 1.7k 50.00
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Merck & Company Common Stock (MRK) 0.1 $85k +11% 690.00 123.71
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Allstate Corp Common Stock (ALL) 0.1 $84k 527.00 159.42
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Rtx Corp Common Stock (RTX) 0.1 $78k 774.00 100.38
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Coinbase Global Common Stock (COIN) 0.1 $77k 346.00 222.23
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Welltower Common Stock (WELL) 0.1 $67k 641.00 104.09
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Elevance Health Common Stock (ELV) 0.1 $65k +505% 121.00 540.17
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Netflix Common Stock (NFLX) 0.1 $62k +6% 92.00 674.87
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Nextera Energy Common Stock (NEE) 0.1 $62k 872.00 70.81
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American Express Common Stock (AXP) 0.1 $61k 262.00 231.12
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Akamai Technologies Common Stock (AKAM) 0.1 $59k 655.00 90.08
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Honeywell Intl Common Stock (HON) 0.1 $59k 275.00 213.43
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Avalonbay Commntys Common Stock (AVB) 0.1 $58k 281.00 206.79
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Mgm Resorts Common Stock (MGM) 0.1 $57k 1.3k 44.44
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Stryker Corp Common Stock (SYK) 0.1 $56k 164.00 338.93
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Broadcom Common Stock (AVGO) 0.1 $55k NEW 35.00 1562.66
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Archer Daniels Common Stock (ADM) 0.1 $54k 896.00 60.45
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Lockheed Martin Common Stock (LMT) 0.1 $54k +84% 116.00 464.60
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Chevron Corp Common Stock (CVX) 0.1 $53k 342.00 156.21
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Mondelez International Common Stock (MDLZ) 0.1 $52k 798.00 65.36
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Udr Common Stock (UDR) 0.1 $52k 1.3k 41.13
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Equinix Common Stock (EQIX) 0.1 $49k +3% 66.00 748.92
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First Trust MF Closed and MF Open (RDVY) 0.1 $49k +24% 902.00 54.74
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Realty Income Common Stock (O) 0.1 $49k 931.00 52.78
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Marriott Intl Common Stock (MAR) 0.1 $49k 202.00 241.33
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Dollar Tree Common Stock (DLTR) 0.1 $47k 442.00 106.77
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United Parcel Common Stock (UPS) 0.1 $47k 344.00 136.57
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Regeneron Pharmaceutical Common Stock (REGN) 0.1 $46k 44.00 1051.02
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Quest Diagnostics Common Stock (DGX) 0.1 $45k 329.00 136.69
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Cvs Health Common Stock (CVS) 0.1 $44k 737.00 59.04
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Ishares Core MF Closed and MF Open (IEFA) 0.1 $43k NEW 591.00 72.58
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Xpo Common Stock (XPO) 0.1 $41k 387.00 106.15
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Sun Communities Common Stock (SUI) 0.1 $40k 332.00 120.31
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Host Hotels Common Stock (HST) 0.1 $40k 2.2k 17.98
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Vici Properties Common Stock (VICI) 0.1 $39k 1.4k 28.64
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Nasdaq Common Stock (NDAQ) 0.1 $39k 641.00 60.17
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Vanguard Total MF Closed and MF Open (VXUS) 0.1 $38k +26% 635.00 60.28
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Micron Technology Common Stock (MU) 0.1 $38k NEW 287.00 131.53
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Schwab Charles Common Stock (SCHW) 0.1 $37k 509.00 73.56
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Citigroup Common Stock (C) 0.1 $37k -13% 589.00 63.38
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Ebay Common Stock (EBAY) 0.1 $37k 684.00 53.70
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Yum Brands Common Stock (YUM) 0.1 $37k 278.00 132.10
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Digital Realty Common Stock (DLR) 0.1 $36k 239.00 151.90
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Healthpeak Pptys Common Stock (DOC) 0.1 $36k 1.8k 19.60
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Rexford Industrial Common Stock (REXR) 0.1 $35k 780.00 44.55
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Vanguard Large MF Closed and MF Open (VV) 0.1 $35k 139.00 249.62
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Exxon Mobil Common Stock (XOM) 0.1 $35k NEW 300.00 115.08
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Franklin Covey Common Stock (FC) 0.1 $34k 905.00 38.00
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MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.0 $32k +2% 744.00 42.56
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Vaneck Vietnam MF Closed and MF Open (VNM) 0.0 $31k +4% 2.5k 12.17
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Cubesmart Common Stock (CUBE) 0.0 $29k 646.00 45.11
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Fiserv Common Stock (FI) 0.0 $28k 190.00 149.04
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Ishares Core MF Closed and MF Open (IJH) 0.0 $28k -32% 476.00 58.41
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Crown Castle Common Stock (CCI) 0.0 $28k +2% 284.00 97.44
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Agree Realty Common Stock (ADC) 0.0 $27k 439.00 62.02
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Truist Financial Common Stock (TFC) 0.0 $27k -16% 691.00 38.85
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Ishares Core MF Closed and MF Open (AGG) 0.0 $27k NEW 274.00 97.02
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Shell Common Stock (SHEL) 0.0 $26k 365.00 72.04
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Equity Lifestyle Common Stock (ELS) 0.0 $26k 403.00 65.13
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Terreno Realty Common Stock (TRNO) 0.0 $25k 429.00 59.08
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Toll Brothers Common Stock (TOL) 0.0 $25k 219.00 114.73
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National Grid Common Stock (NGG) 0.0 $25k 441.00 56.74
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Schwab Us MF Closed and MF Open (SCHB) 0.0 $24k 389.00 62.84
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Kilroy Rlty Corp Common Stock (KRC) 0.0 $24k 770.00 31.16
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Ameren Corp Common Stock (AEE) 0.0 $24k 337.00 71.11
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Berkshire Hathaway Common Stock (BRK.B) 0.0 $24k +314% 58.00 406.79
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Invitation Homes Common Stock (INVH) 0.0 $23k 651.00 35.86
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Bank America Common Stock (BAC) 0.0 $23k -10% 572.00 39.77
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Healthcare Realty Common Stock (HR) 0.0 $22k +2% 1.3k 16.48
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Procter & Gamble Common Stock (PG) 0.0 $22k 134.00 163.93
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Csx Corp Common Stock (CSX) 0.0 $22k 648.00 33.41
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Manchester Utd Common Stock (MANU) 0.0 $21k 1.3k 16.14
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United Airlines Common Stock (UAL) 0.0 $21k +59% 438.00 48.66
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Linde Common Stock (LIN) 0.0 $21k +512% 49.00 431.41
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Dow Common Stock (DOW) 0.0 $21k 393.00 52.99
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Alexandria Real Common Stock (ARE) 0.0 $20k 173.00 117.17
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Starbucks Corp Common Stock (SBUX) 0.0 $20k +38% 259.00 77.56
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Salesforce Common Stock (CRM) 0.0 $20k 78.00 254.14
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Nnn Reit Common Stock (NNN) 0.0 $20k 462.00 42.60
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Gxo Logistics Common Stock (GXO) 0.0 $20k 387.00 50.50
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Ventas Common Stock (VTR) 0.0 $19k 371.00 51.18
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Marathon Petroleum Common Stock (MPC) 0.0 $19k 110.00 172.14
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Metlife Common Stock (MET) 0.0 $19k 265.00 70.07
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Americold Realty Common Stock (COLD) 0.0 $19k 727.00 25.51
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Aerovironment Common Stock (AVAV) 0.0 $18k 100.00 182.16
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Kimco Realty Common Stock (KIM) 0.0 $18k 934.00 19.46
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Mc Cormick Common Stock (MKC) 0.0 $18k 253.00 70.82
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Brixmor Property Common Stock (BRX) 0.0 $18k 776.00 23.09
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Spdr Dow MF Closed and MF Open (DIA) 0.0 $18k +187% 46.00 385.54
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Toyota Motor Common Stock (TM) 0.0 $18k +2% 86.00 204.83
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Extra Space Common Stock (EXR) 0.0 $17k +2% 113.00 154.17
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Target Corp Common Stock (TGT) 0.0 $17k 118.00 147.49
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Abbvie Common Stock (ABBV) 0.0 $17k 96.00 172.73
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Astrazeneca Common Stock (AZN) 0.0 $16k 211.00 77.75
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Zoetis Common Stock (ZTS) 0.0 $16k 91.00 171.56
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Vanguard Fste MF Closed and MF Open (VWO) 0.0 $16k +38% 355.00 43.72
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Ishares Core MF Closed and MF Open (IEMG) 0.0 $16k +683% 290.00 53.43
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Anheuser Busch Common Stock (BUD) 0.0 $15k 265.00 57.97
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Intercontinental Hotels Common Stock (IHG) 0.0 $15k 139.00 105.41
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Altria Group Common Stock (MO) 0.0 $14k +2% 305.00 45.49
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3m Company Common Stock (MMM) 0.0 $13k 130.00 102.83
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Gaming & Leisure Common Stock (GLPI) 0.0 $13k +2% 291.00 45.21
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Ishares Jpmorgan MF Closed and MF Open (EMB) 0.0 $13k +140% 147.00 88.44
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Paypal Holdings Common Stock (PYPL) 0.0 $13k -29% 221.00 58.03
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Alps Alerian MF Closed and MF Open (AMLP) 0.0 $13k +2% 261.00 47.83
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United Microelectronics Common Stock (UMC) 0.0 $12k 1.4k 8.76
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Fedex Corp Common Stock (FDX) 0.0 $12k +2% 41.00 298.20
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Essential Properties Common Stock (EPRT) 0.0 $12k 440.00 27.70
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Advanced Micro Common Stock (AMD) 0.0 $12k +24% 72.00 162.21
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Spdr Portfolio MF Closed and MF Open (SPTL) 0.0 $12k NEW 427.00 27.18
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Lamar Advertising Common Stock (LAMR) 0.0 $12k +2% 97.00 119.14
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Kimberly Clark Common Stock (KMB) 0.0 $12k 83.00 138.20
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Valero Energy Common Stock (VLO) 0.0 $11k +2% 73.00 154.79
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Chubb Common Stock (CB) 0.0 $11k +2% 44.00 253.23
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Union Pacific Corp Common Stock (UNP) 0.0 $11k +4% 50.00 222.18
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Etfis Virtus MF Closed and MF Open (PFFA) 0.0 $11k +2% 521.00 21.00
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Rocket Cos Common Stock (RKT) 0.0 $10k 750.00 13.70
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Rxo Common Stock (RXO) 0.0 $10k 387.00 26.15
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SPDR S&P MF Closed and MF Open (XHS) 0.0 $10k 112.00 89.88
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Schwab Intermediate MF Closed and MF Open (SCHR) 0.0 $9.9k +25% 203.00 48.58
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Carrier Global Common Stock (CARR) 0.0 $9.3k 148.00 63.05
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Sba Communications Common Stock (SBAC) 0.0 $9.2k +2% 47.00 195.38
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RBB MF Closed and MF Open (TMFC) 0.0 $9.2k 171.00 53.65
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Sociedad Quimica Common Stock (SQM) 0.0 $9.2k 225.00 40.75
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Microchip Technology Common Stock (MCHP) 0.0 $9.1k 100.00 91.46
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Vanguard Total MF Closed and MF Open (VT) 0.0 $9.1k 81.00 112.63
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Tractor Supply Common Stock (TSCO) 0.0 $9.1k +3% 34.00 266.79
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Blackstone Mortgage Common Stock (BXMT) 0.0 $9.0k +3% 517.00 17.40
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Vanguard Total MF Closed and MF Open (VTI) 0.0 $9.0k +3% 34.00 263.62
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Wec Energy Common Stock (WEC) 0.0 $8.7k 111.00 78.46
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Doordash Common Stock (DASH) 0.0 $8.7k 80.00 108.79
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Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $8.4k +2% 127.00 66.35
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Globus Medical Common Stock (GMED) 0.0 $8.4k NEW 122.00 68.48
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Ishares Msci MF Closed and MF Open (KSA) 0.0 $8.2k +2% 204.00 40.43
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Ishares Core MF Closed and MF Open (IUSB) 0.0 $7.7k 170.00 45.07
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Uber Technologies Common Stock (UBER) 0.0 $7.3k -52% 100.00 72.68
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Vanguard Total MF Closed and MF Open (BNDX) 0.0 $7.3k +37% 150.00 48.44
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Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $7.0k 104.00 66.98
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Aflac Common Stock (AFL) 0.0 $6.7k 75.00 89.31
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Pinterest Common Stock (PINS) 0.0 $6.6k 150.00 44.07
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Ambac Financial Common Stock (AMBC) 0.0 $6.4k 500.00 12.82
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Spdr Portfolio MF Closed and MF Open (SPIB) 0.0 $6.4k -2% 196.00 32.41
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At&t Common Stock (T) 0.0 $5.9k +2483% 310.00 19.10
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Duolingo Common Stock (DUOL) 0.0 $5.6k 27.00 208.67
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Camping World Common Stock (CWH) 0.0 $5.6k 314.00 17.82
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Schwab Us MF Closed and MF Open (SCHP) 0.0 $5.6k +137% 107.00 52.00
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Airbnb Common Stock (ABNB) 0.0 $5.5k 36.00 151.64
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Dupont De Common Stock (DD) 0.0 $5.2k +3% 65.00 79.55
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Idexx Labs Common Stock (IDXX) 0.0 $4.9k 10.00 487.20
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Gilead Sciences Common Stock (GILD) 0.0 $4.7k +2% 69.00 67.97
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Stanley Black Common Stock (SWK) 0.0 $4.6k +3% 58.00 78.55
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Conagra Brands Common Stock (CAG) 0.0 $4.5k 160.00 28.42
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Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $4.5k 130.00 34.90
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Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $4.5k +2% 99.00 45.33
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Philip Morris Common Stock (PM) 0.0 $4.3k +2% 43.00 101.07
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American Water Common Stock (AWK) 0.0 $4.2k +3% 33.00 128.06
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Take-two Interactive Common Stock (TTWO) 0.0 $4.2k 27.00 155.48
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Schwab Fundamental MF Closed and MF Open (FNDE) 0.0 $4.2k 141.00 29.51
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Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $4.1k 76.00 54.30
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Ford Motor Common Stock (F) 0.0 $3.9k NEW 315.00 12.53
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Vanguard Extended MF Closed and MF Open (VXF) 0.0 $3.9k +4% 24.00 162.71
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Ing Groep Common Stock (ING) 0.0 $3.5k +2% 203.00 17.10
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Corteva Common Stock (CTVA) 0.0 $3.4k 64.00 53.77
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Fidelity National Common Stock (FIS) 0.0 $3.4k +2% 46.00 74.80
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Crown Holdings Common Stock (CCK) 0.0 $3.3k +2% 45.00 73.62
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Hsbc Holdings Common Stock (HSBC) 0.0 $3.3k +5% 76.00 43.01
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Barclays Common Stock (BCS) 0.0 $3.2k 295.00 10.69
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Reynolds Consumer Common Stock (REYN) 0.0 $3.0k 108.00 27.85
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Unilever Common Stock (UL) 0.0 $2.9k 53.00 54.81
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Accenture Common Stock (ACN) 0.0 $2.7k -10% 9.00 305.44
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BP Common Stock (BP) 0.0 $2.7k 75.00 35.87
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Sanofi Common Stock (SNY) 0.0 $2.6k 54.00 48.24
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Roblox Corp Common Stock (RBLX) 0.0 $2.6k -49% 70.00 37.20
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Flexshares Morningstar MF Closed and MF Open (GUNR) 0.0 $2.6k 64.00 40.14
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Glacier Bancorp Common Stock (GBCI) 0.0 $2.6k +2% 69.00 37.06
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Sony Group Common Stock (SONY) 0.0 $2.6k +3% 31.00 82.42
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Pinnacle West Common Stock (PNW) 0.0 $2.5k 33.00 76.39
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Schwab Intl MF Closed and MF Open (SCHF) 0.0 $2.5k 64.00 38.39
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Stmicroelectronics N V Common Stock (STM) 0.0 $2.4k 63.00 38.73
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Schwab Fundamental MF Closed and MF Open (FNDC) 0.0 $2.4k 69.00 34.26
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Wisdomtree Tr MF Closed and MF Open (WTAI) 0.0 $2.3k NEW 110.00 20.89
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Okta Common Stock (OKTA) 0.0 $2.2k 24.00 93.58
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Bhp Group Common Stock (BHP) 0.0 $2.2k +2% 39.00 56.95
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Global X MF Closed and MF Open (QYLD) 0.0 $2.2k +2% 125.00 17.66
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Vodafone Group Common Stock (VOD) 0.0 $2.2k 244.00 8.87
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WPP Common Stock (WPP) 0.0 $2.2k +2% 48.00 44.83
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Grail Common Stock (GRAL) 0.0 $2.1k NEW 136.00 15.34
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Cloudflare Common Stock (NET) 0.0 $2.1k 25.00 82.84
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Nice Common Stock (NICE) 0.0 $2.1k 12.00 172.00
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Carnival Corp Common Stock (CCL) 0.0 $2.0k -49% 109.00 18.72
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Pubmatic Common Stock (PUBM) 0.0 $2.0k 100.00 20.31
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Sofi Technologies Common Stock (SOFI) 0.0 $1.9k -50% 293.00 6.61
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Diageo Common Stock (DEO) 0.0 $1.8k +7% 15.00 119.07
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Schwab Emerging MF Closed and MF Open (SCHE) 0.0 $1.8k -33% 67.00 26.54
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Fidelity Covington MF Closed and MF Open (FENI) 0.0 $1.8k +3% 63.00 27.94
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Solventum Corp Common Stock (SOLV) 0.0 $1.7k NEW 32.00 52.88
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Alibaba Group Common Stock (BABA) 0.0 $1.7k +4% 24.00 69.42
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American Airlines Common Stock (AAL) 0.0 $1.6k 140.00 11.33
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Viatris Common Stock (VTRS) 0.0 $1.6k -8% 147.00 10.56
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Marriott Vacations Common Stock (VAC) 0.0 $1.5k +5% 18.00 85.22
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Draftkings Common Stock (DKNG) 0.0 $1.5k 40.00 38.17
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Spdr Bloomberg MF Closed and MF Open (EBND) 0.0 $1.5k +2% 76.00 19.72
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Prudential Common Stock (PUK) 0.0 $1.5k 82.00 18.26
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Rackspace Technology Common Stock (RXT) 0.0 $1.5k 500.00 2.98
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Vanguard Short MF Closed and MF Open (VTIP) 0.0 $1.5k NEW 30.00 48.53
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Grupo Televisa Common Stock (TV) 0.0 $1.4k +7% 494.00 2.77
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Wisdomtree India MF Closed and MF Open (EPI) 0.0 $1.2k 25.00 48.28
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Sotera Health Common Stock (SHC) 0.0 $1.2k 100.00 11.88
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Ishares Gold Common Stock (IAU) 0.0 $1.2k 27.00 43.93
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Ishares Core MF Closed and MF Open (IXUS) 0.0 $1.2k +5% 18.00 65.83
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Spdr Ice MF Closed and MF Open (PSK) 0.0 $1.2k 34.00 33.94
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X Trackers MF Closed and MF Open (HAUZ) 0.0 $982.998800 +4% 49.00 20.06
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Wisdomtree U S MF Closed and MF Open (NTSX) 0.0 $837.000000 +400% 20.00 41.85
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Warner Music Common Stock (WMG) 0.0 $781.999400 +4% 26.00 30.08
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Kraft Heinz Common Stock (KHC) 0.0 $776.000000 +8% 25.00 31.04
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Vanguard Short MF Closed and MF Open (VGSH) 0.0 $582.000100 NEW 11.00 52.91
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Block Common Stock (SQ) 0.0 $516.000000 8.00 64.50
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Albertsons Cos Common Stock (ACI) 0.0 $505.000600 +4% 26.00 19.42
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Vanguard Short MF Closed and MF Open (VCSH) 0.0 $388.000200 NEW 6.00 64.67
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Canopy Growth Common Stock (CGC) 0.0 $275.999800 +2% 43.00 6.42
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Delta Airlines Common Stock (DAL) 0.0 $240.000000 +20% 6.00 40.00
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Opendoor Technologies Common Stock (OPEN) 0.0 $230.000000 125.00 1.84
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Tilray Brands Common Stock (TLRY) 0.0 $226.995300 137.00 1.66
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Medtronic Common Stock (MDT) 0.0 $162.000000 +50% 3.00 54.00
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Beyond Meat Common Stock (BYND) 0.0 $120.999600 18.00 6.72
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Global X MF Closed and MF Open (DIV) 0.0 $93.000000 +20% 6.00 15.50
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Doma Holdings Common Stock 0.0 $49.000000 8.00 6.12
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Contextlogic Common Stock (LOGC) 0.0 $45.000000 8.00 5.62
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Bristol Myers Common Stock (BMY) 0.0 $43.000000 +100% 2.00 21.50
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Snap Common Stock (SNAP) 0.0 $33.000000 2.00 16.50
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Orion Office Common Stock (ONL) 0.0 $22.999900 +16% 7.00 3.29
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Warner Bros Common Stock (WBD) 0.0 $15.000000 2.00 7.50
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Past Filings by Wiser Advisor Group

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