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Wiser Advisor Group

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

Central Index Key (CIK): 0002011550

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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 305 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard S&p MF Closed and MF Open (VOO)	7.9	$5.1M	11k	482.25	View chart
Apple Common Stock (AAPL)	7.0	$4.5M	26k	172.13	View chart
First Trust MF Closed and MF Open (FMB)	5.9	$3.8M	73k	51.37	View chart
Vanguard Total MF Closed and MF Open (BND)	4.6	$2.9M	40k	72.77	View chart
Vanguard Small MF Closed and MF Open (VB)	3.7	$2.3M	10k	232.22	View chart
Indexiq Iq MF Closed and MF Open (HFXI)	3.5	$2.3M	84k	26.90	View chart
Amazon Common Stock (AMZN)	3.5	$2.3M	13k	180.43	View chart
Vanguard Value MF Closed and MF Open (VTV)	3.3	$2.1M	13k	167.17	View chart
Vanguard Growth MF Closed and MF Open (VUG)	3.2	$2.0M	5.9k	344.20	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	3.0	$1.9M	18k	110.84	View chart
Alphabet Common Stock (GOOGL)	2.7	$1.7M	12k	150.93	View chart
Meta Platforms Common Stock (META)	2.3	$1.5M	3.1k	486.07	View chart
First Trust MF Closed and MF Open (FPE)	2.3	$1.5M	86k	17.33	View chart
Microsoft Corp Common Stock (MSFT)	2.3	$1.5M	3.4k	423.17	View chart
Jpmorgan Chase Common Stock (JPM)	2.2	$1.4M	6.8k	204.31	View chart
Schwab Us MF Closed and MF Open (SCHX)	2.2	$1.4M	22k	62.37	View chart
Prologis Common Stock (PLD)	2.1	$1.4M	11k	130.22	View chart
X Trackers MF Closed and MF Open (HYLB)	2.1	$1.3M	37k	35.71	View chart
Home Depot Common Stock (HD)	2.0	$1.3M	3.3k	390.61	View chart
Berkshire Hathaway Common Stock (BRK.A)	2.0	$1.3M	2.00	634440.00	View chart
Eli Lilly Common Stock (LLY)	1.8	$1.1M	1.4k	779.33	View chart
Schwab Us MF Closed and MF Open (SCHA)	1.7	$1.1M	21k	50.00	View chart
Mcdonalds Corp Common Stock (MCD)	1.6	$1.1M	3.7k	286.83	View chart
Coca Cola Company Common Stock (KO)	1.3	$840k	14k	61.22	View chart
Walmart Common Stock (WMT)	1.3	$827k	14k	60.60	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	1.0	$640k	7.9k	80.64	View chart
First Trust MF Closed and MF Open (KNG)	0.8	$544k	10k	53.83	View chart
Global X MF Closed and MF Open (MLPA)	0.8	$523k	11k	48.33	View chart
Invesco National MF Closed and MF Open (PZA)	0.8	$523k	22k	23.83	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.8	$485k	5.4k	90.12	View chart
Walt Disney Common Stock (DIS)	0.7	$456k	3.7k	122.78	View chart
Nvidia Corp Common Stock (NVDA)	0.7	$436k	483.00	903.60	View chart
Jacobs Solutions Common Stock (J)	0.6	$401k	2.6k	154.64	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$381k	3.4k	113.66	View chart
Ishares Core MF Closed and MF Open (IJR)	0.6	$381k	3.4k	110.54	View chart
Ferrari Nv Common Stock (RACE)	0.6	$380k	872.00	435.89	View chart
Vaneck High MF Closed and MF Open (HYD)	0.6	$376k	7.2k	52.31	View chart
Invesco P MF Closed and MF Open (PGX)	0.6	$375k	32k	11.88	View chart
Verizon Communications Common Stock (VZ)	0.5	$331k	7.9k	42.05	View chart
Thermo Fisher Common Stock (TMO)	0.5	$295k	507.00	582.00	View chart
Yum China Common Stock (YUMC)	0.4	$284k	7.1k	40.18	View chart
Duke Energy Common Stock (DUK)	0.4	$277k	2.9k	96.91	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.4	$267k	600.00	444.31	View chart
Ishares Core MF Closed and MF Open (IVV)	0.4	$264k	496.00	532.00	View chart
First Trust MF Closed and MF Open (FPX)	0.4	$251k	2.4k	106.00	View chart
Tesla Common Stock (TSLA)	0.4	$241k	1.4k	175.78	View chart
Amplify Blockchain MF Closed and MF Open (BLOK)	0.4	$227k	6.2k	36.85	View chart
Proshares Tr MF Closed and MF Open (PAWZ)	0.3	$220k	4.4k	50.02	View chart
Pgim Ultra MF Closed and MF Open (PULS)	0.3	$212k	4.3k	49.70	View chart
Exchange Traded MF Closed and MF Open (ROBO)	0.3	$207k	3.5k	58.68	View chart
Pfizer Common Stock (PFE)	0.3	$197k	6.8k	28.92	View chart
Invesco S&p MF Closed and MF Open (PSCH)	0.3	$197k	4.5k	43.78	View chart
Visa Common Stock (V)	0.3	$180k	644.00	279.58	View chart
Royal Caribbean Common Stock (RCL)	0.3	$168k	1.2k	139.01	View chart
Illumina Common Stock (ILMN)	0.3	$168k	1.2k	137.32	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.2	$148k	791.00	187.66	View chart
Cisco Systems Common Stock (CSCO)	0.2	$145k	2.9k	49.92	View chart
Indexiq Iq MF Closed and MF Open (MMIT)	0.2	$125k	5.1k	24.39	View chart
Alphabet Common Stock (GOOG)	0.2	$122k	800.00	152.26	View chart
Chipotle Mexican Common Stock (CMG)	0.2	$119k	41.00	2906.78	View chart
Oracle Corp Common Stock (ORCL)	0.2	$109k	869.00	125.72	View chart
Costco Wholesale Common Stock (COST)	0.2	$109k	148.00	738.01	View chart
Lowes Companies Common Stock (LOW)	0.2	$105k	410.00	254.95	View chart
Waste Management Common Stock (WM)	0.2	$102k	476.00	213.45	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$96k	603.00	158.49	View chart
Coinbase Global Common Stock (COIN)	0.1	$92k	346.00	265.10	View chart
American Tower Common Stock (AMT)	0.1	$91k	462.00	197.78	View chart
Allstate Corp Common Stock (ALL)	0.1	$91k	523.00	173.15	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$88k	177.00	497.44	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.1	$88k	1.7k	52.58	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.1	$87k	478.00	182.69	View chart
Canadian Pacific Common Stock (CP)	0.1	$87k	981.00	88.56	View chart
Adobe Common Stock (ADBE)	0.1	$87k	172.00	504.60	View chart
Ishares Core MF Closed and MF Open (HDV)	0.1	$86k	778.00	110.21	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$83k	1.6k	50.37	View chart
Merck & Company Common Stock (MRK)	0.1	$82k	618.00	132.04	View chart
Rtx Corp Common Stock (RTX)	0.1	$75k	768.00	97.66	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$73k	634.00	115.30	View chart
Akamai Technologies Common Stock (AKAM)	0.1	$71k	655.00	108.76	View chart
Mgm Resorts Common Stock (MGM)	0.1	$61k	1.3k	47.21	View chart
Welltower Common Stock (WELL)	0.1	$59k	635.00	93.54	View chart
American Express Common Stock (AXP)	0.1	$59k	260.00	228.35	View chart
Dollar Tree Common Stock (DLTR)	0.1	$59k	442.00	133.15	View chart
Stryker Corp Common Stock (SYK)	0.1	$58k	162.00	359.73	View chart
Cvs Health Common Stock (CVS)	0.1	$58k	728.00	79.76	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$58k	990.00	58.06	View chart
Honeywell Intl Common Stock (HON)	0.1	$56k	272.00	206.34	View chart
Archer Daniels Common Stock (ADM)	0.1	$56k	889.00	62.83	View chart
Nextera Energy Common Stock (NEE)	0.1	$56k	872.00	63.91	View chart
Mondelez International Common Stock (MDLZ)	0.1	$55k	792.00	70.00	View chart
Equinix Common Stock (EQIX)	0.1	$54k	64.00	837.86	View chart
Chevron Corp Common Stock (CVX)	0.1	$53k	338.00	157.75	View chart
Netflix Common Stock (NFLX)	0.1	$52k	86.00	607.35	View chart
Avalonbay Commntys Common Stock (AVB)	0.1	$52k	277.00	185.88	View chart
Marriott Intl Common Stock (MAR)	0.1	$51k	200.00	252.30	View chart
United Parcel Common Stock (UPS)	0.1	$50k	338.00	149.08	View chart
Realty Income Common Stock (O)	0.1	$50k	916.00	54.14	View chart
Xpo Common Stock (XPO)	0.1	$47k	387.00	122.03	View chart
Udr Common Stock (UDR)	0.1	$46k	1.2k	37.42	View chart
Host Hotels Common Stock (HST)	0.1	$45k	2.2k	20.69	View chart
Citigroup Common Stock (C)	0.1	$45k	681.00	65.50	View chart
Quest Diagnostics Common Stock (DGX)	0.1	$44k	326.00	133.38	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$43k	705.00	61.43	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.1	$42k	44.00	962.50	View chart
Sun Communities Common Stock (SUI)	0.1	$42k	328.00	128.78	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$41k	724.00	56.22	View chart
Nasdaq Common Stock (NDAQ)	0.1	$40k	637.00	63.15	View chart
Vici Properties Common Stock (VICI)	0.1	$40k	1.3k	29.81	View chart
Rexford Industrial Common Stock (REXR)	0.1	$39k	772.00	50.33	View chart
Yum Brands Common Stock (YUM)	0.1	$39k	275.00	140.66	View chart
Schwab Charles Common Stock (SCHW)	0.1	$37k	506.00	72.39	View chart
Ebay Common Stock (EBAY)	0.1	$36k	679.00	52.88	View chart
Franklin Covey Common Stock (FC)	0.1	$36k	905.00	39.26	View chart
Digital Realty Common Stock (DLR)	0.1	$34k	236.00	144.57	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.1	$34k	2.4k	13.94	View chart
Pioneer Natural Common Stock (PXD)	0.1	$34k	128.00	262.50	View chart
Healthpeak Pptys Common Stock (DOC)	0.1	$34k	1.8k	18.76	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$33k	139.00	239.76	View chart
Truist Financial Common Stock (TFC)	0.1	$32k	831.00	39.01	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.0	$31k	501.00	61.78	View chart
Fiserv Common Stock (FI)	0.0	$30k	190.00	159.82	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.0	$30k	728.00	41.60	View chart
National Grid Common Stock (NGG)	0.0	$30k	439.00	68.24	View chart
Crown Castle Common Stock (CCI)	0.0	$29k	277.00	106.20	View chart
Cubesmart Common Stock (CUBE)	0.0	$29k	637.00	45.23	View chart
Lockheed Martin Common Stock (LMT)	0.0	$29k	63.00	454.86	View chart
Terreno Realty Common Stock (TRNO)	0.0	$28k	425.00	66.42	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$28k	334.00	84.44	View chart
Toll Brothers Common Stock (TOL)	0.0	$28k	217.00	129.78	View chart
Kilroy Rlty Corp Common Stock (KRC)	0.0	$28k	757.00	36.45	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$26k	398.00	64.57	View chart
Ameren Corp Common Stock (AEE)	0.0	$25k	337.00	73.96	View chart
Agree Realty Common Stock (ADC)	0.0	$25k	433.00	57.14	View chart
Shell Common Stock (SHEL)	0.0	$24k	360.00	67.13	View chart
Bank America Common Stock (BAC)	0.0	$24k	637.00	37.93	View chart
Csx Corp Common Stock (CSX)	0.0	$24k	645.00	37.07	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$24k	387.00	61.05	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$24k	261.00	90.44	View chart
Salesforce Common Stock (CRM)	0.0	$23k	77.00	301.18	View chart
Invitation Homes Common Stock (INVH)	0.0	$23k	644.00	35.63	View chart
Dow Common Stock (DOW)	0.0	$22k	386.00	58.02	View chart
Alexandria Real Common Stock (ARE)	0.0	$22k	170.00	129.65	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$22k	108.00	202.69	View chart
Procter & Gamble Common Stock (PG)	0.0	$22k	132.00	162.72	View chart
Toyota Motor Common Stock (TM)	0.0	$21k	84.00	254.06	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$21k	312.00	66.99	View chart
Gxo Logistics Common Stock (GXO)	0.0	$21k	387.00	53.76	View chart
Target Corp Common Stock (TGT)	0.0	$21k	116.00	178.09	View chart
Nnn Reit Common Stock (NNN)	0.0	$20k	462.00	42.74	View chart
Metlife Common Stock (MET)	0.0	$19k	262.00	74.10	View chart
Mc Cormick Common Stock (MKC)	0.0	$19k	251.00	76.85	View chart
Manchester Utd Common Stock (MANU)	0.0	$19k	1.3k	13.96	View chart
Healthcare Realty Common Stock (HR)	0.0	$19k	1.3k	14.16	View chart
Kimco Realty Common Stock (KIM)	0.0	$18k	921.00	19.63	View chart
Brixmor Property Common Stock (BRX)	0.0	$18k	765.00	23.48	View chart
Americold Realty Common Stock (COLD)	0.0	$18k	718.00	24.95	View chart
Abbvie Common Stock (ABBV)	0.0	$17k	95.00	183.56	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$17k	187.00	91.56	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.0	$17k	91.00	182.62	View chart
Extra Space Common Stock (EXR)	0.0	$16k	110.00	147.12	View chart
Uber Technologies Common Stock (UBER)	0.0	$16k	210.00	76.99	View chart
Anheuser Busch Common Stock (BUD)	0.0	$16k	264.00	60.78	View chart
Ventas Common Stock (VTR)	0.0	$16k	366.00	43.57	View chart
Aerovironment Common Stock (AVAV)	0.0	$15k	100.00	153.28	View chart
Zoetis Common Stock (ZTS)	0.0	$15k	90.00	170.29	View chart
Intercontinental Hotels Common Stock (IHG)	0.0	$15k	137.00	105.67	View chart
Astrazeneca Common Stock (AZN)	0.0	$14k	210.00	67.75	View chart
3m Company Common Stock (MMM)	0.0	$14k	130.00	106.10	View chart
Gaming & Leisure Common Stock (GLPI)	0.0	$13k	285.00	46.25	View chart
United Airlines Common Stock (UAL)	0.0	$13k	274.00	47.88	View chart
Altria Group Common Stock (MO)	0.0	$13k	297.00	43.81	View chart
Valero Energy Common Stock (VLO)	0.0	$12k	71.00	172.11	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.0	$12k	255.00	47.46	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$12k	48.00	250.10	View chart
Fedex Corp Common Stock (FDX)	0.0	$12k	40.00	294.05	View chart
Essential Properties Common Stock (EPRT)	0.0	$12k	434.00	26.67	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$11k	95.00	119.54	View chart
United Microelectronics Common Stock (UMC)	0.0	$11k	1.4k	8.09	View chart
Chubb Common Stock (CB)	0.0	$11k	43.00	262.35	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$11k	225.00	49.16	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$11k	256.00	43.08	View chart
Doordash Common Stock (DASH)	0.0	$11k	80.00	137.72	View chart
Rocket Cos Common Stock (RKT)	0.0	$11k	750.00	14.55	View chart
Sector Materials MF Closed and MF Open (XLB)	0.0	$11k	116.00	93.17	View chart
Kimberly Clark Common Stock (KMB)	0.0	$11k	83.00	129.35	View chart
Etfis Virtus MF Closed and MF Open (PFFA)	0.0	$11k	508.00	20.95	View chart
SPDR S&P MF Closed and MF Open (XHS)	0.0	$11k	112.00	94.83	View chart
Elevance Health Common Stock (ELV)	0.0	$11k	20.00	525.30	View chart
Advanced Micro Common Stock (AMD)	0.0	$11k	58.00	180.48	View chart
Sba Communications Common Stock (SBAC)	0.0	$10k	46.00	219.25	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$10k	500.00	19.91	View chart
Wec Energy Common Stock (WEC)	0.0	$9.1k	111.00	82.12	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$9.0k	81.00	110.50	View chart
Microchip Technology Common Stock (MCHP)	0.0	$8.9k	99.00	90.14	View chart
Ishares Msci MF Closed and MF Open (KSA)	0.0	$8.8k	200.00	44.16	View chart
Tractor Supply Common Stock (TSCO)	0.0	$8.8k	33.00	265.36	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$8.7k	33.00	263.88	View chart
Camping World Common Stock (CWH)	0.0	$8.7k	311.00	27.87	View chart
Carrier Global Common Stock (CARR)	0.0	$8.6k	147.00	58.72	View chart
Rxo Common Stock (RXO)	0.0	$8.5k	387.00	21.87	View chart
RBB MF Closed and MF Open (TMFC)	0.0	$8.5k	170.00	49.74	View chart
Vanguard Ftse MF Closed and MF Open (VGK)	0.0	$8.4k	124.00	67.50	View chart
Schwab Intermediate MF Closed and MF Open (SCHR)	0.0	$8.2k	162.00	50.36	View chart
Blackstone Common Stock (BX)	0.0	$8.1k	61.00	132.21	View chart
Ambac Financial Common Stock (AMBC)	0.0	$7.8k	500.00	15.63	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$7.6k	167.00	45.59	View chart
Nike Common Stock (NKE)	0.0	$7.1k	76.00	93.97	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$7.0k	104.00	67.39	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.0	$6.6k	202.00	32.83	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.0	$6.5k	16.00	403.38	View chart
Aflac Common Stock (AFL)	0.0	$6.4k	75.00	85.87	View chart
Duolingo Common Stock (DUOL)	0.0	$6.0k	27.00	220.59	View chart
Airbnb Common Stock (ABNB)	0.0	$5.9k	36.00	165.00	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.0	$5.9k	14.00	420.50	View chart
Jamf Holding Common Stock (JAMF)	0.0	$5.7k	313.00	18.35	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$5.7k	61.00	93.17	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$5.6k	109.00	51.27	View chart
Stanley Black Common Stock (SWK)	0.0	$5.5k	56.00	98.79	View chart
Idexx Labs Common Stock (IDXX)	0.0	$5.4k	10.00	539.90	View chart
Roblox Corp Common Stock (RBLX)	0.0	$5.3k	138.00	38.18	View chart
Pinterest Common Stock (PINS)	0.0	$5.2k	150.00	34.67	View chart
Gilead Sciences Common Stock (GILD)	0.0	$5.0k	67.00	73.91	View chart
Dupont De Common Stock (DD)	0.0	$4.9k	63.00	77.81	View chart
Conagra Brands Common Stock (CAG)	0.0	$4.7k	160.00	29.64	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$4.6k	129.00	35.75	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$4.5k	97.00	46.03	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$4.3k	590.00	7.30	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$4.3k	75.00	57.13	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$4.1k	23.00	177.00	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$4.0k	27.00	148.43	View chart
American Water Common Stock (AWK)	0.0	$4.0k	32.00	124.22	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.0	$3.9k	140.00	27.91	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$3.9k	38.00	102.76	View chart
Philip Morris Common Stock (PM)	0.0	$3.9k	42.00	92.24	View chart
Linde Common Stock (LIN)	0.0	$3.7k	8.00	464.40	View chart
Corteva Common Stock (CTVA)	0.0	$3.7k	63.00	58.22	View chart
Crown Holdings Common Stock (CCK)	0.0	$3.5k	44.00	79.95	View chart
Carnival Corp Common Stock (CCL)	0.0	$3.5k	214.00	16.34	View chart
Accenture Common Stock (ACN)	0.0	$3.5k	10.00	347.00	View chart
Fidelity National Common Stock (FIS)	0.0	$3.4k	45.00	74.91	View chart
Ing Groep Common Stock (ING)	0.0	$3.3k	198.00	16.49	View chart
Petmedexpress Common Stock (PETS)	0.0	$3.2k	662.00	4.79	View chart
Nice Common Stock (NICE)	0.0	$3.1k	12.00	260.57	View chart
Reynolds Consumer Common Stock (REYN)	0.0	$3.0k	106.00	28.71	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$3.0k	23.00	130.74	View chart
Hsbc Holdings Common Stock (HSBC)	0.0	$2.8k	72.00	39.37	View chart
BP Common Stock (BP)	0.0	$2.8k	74.00	37.68	View chart
Barclays Common Stock (BCS)	0.0	$2.7k	291.00	9.45	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$2.7k	67.00	40.81	View chart
Stmicroelectronics N V Common Stock (STM)	0.0	$2.7k	62.00	43.23	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	0.0	$2.6k	64.00	41.06	View chart
Unilever Common Stock (UL)	0.0	$2.6k	52.00	50.21	View chart
Sanofi Common Stock (SNY)	0.0	$2.6k	53.00	48.60	View chart
Schwab Emerging MF Closed and MF Open (SCHE)	0.0	$2.6k	101.00	25.49	View chart
Sony Group Common Stock (SONY)	0.0	$2.6k	30.00	85.76	View chart
Okta Common Stock (OKTA)	0.0	$2.5k	24.00	104.50	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$2.5k	63.00	39.60	View chart
Pinnacle West Common Stock (PNW)	0.0	$2.5k	33.00	74.73	View chart
Cloudflare Common Stock (NET)	0.0	$2.4k	25.00	96.84	View chart
Schwab Fundamental MF Closed and MF Open (FNDC)	0.0	$2.4k	68.00	35.47	View chart
Pubmatic Common Stock (PUBM)	0.0	$2.4k	100.00	23.72	View chart
Schwab Us MF Closed and MF Open (SCHP)	0.0	$2.4k	45.00	52.33	View chart
WPP Common Stock (WPP)	0.0	$2.2k	47.00	47.38	View chart
Global X MF Closed and MF Open (QYLD)	0.0	$2.2k	122.00	17.99	View chart
Bhp Group Common Stock (BHP)	0.0	$2.2k	38.00	57.67	View chart
Vodafone Group Common Stock (VOD)	0.0	$2.2k	243.00	8.90	View chart
American Airlines Common Stock (AAL)	0.0	$2.1k	140.00	15.35	View chart
Diageo Common Stock (DEO)	0.0	$2.1k	14.00	148.75	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$1.9k	37.00	52.59	View chart
Viatris Common Stock (VTRS)	0.0	$1.9k	161.00	12.00	View chart
Marriott Vacations Common Stock (VAC)	0.0	$1.9k	17.00	110.41	View chart
Draftkings Common Stock (DKNG)	0.0	$1.8k	40.00	45.40	View chart
Schwab Intl MF Closed and MF Open (SCHC)	0.0	$1.8k	50.00	36.18	View chart
Fidelity Covington MF Closed and MF Open (FENI)	0.0	$1.8k	61.00	28.79	View chart
Alibaba Group Common Stock (BABA)	0.0	$1.7k	23.00	72.38	View chart
Prudential Common Stock (PUK)	0.0	$1.6k	81.00	19.26	View chart
Spdr Bloomberg MF Closed and MF Open (EBND)	0.0	$1.5k	74.00	20.57	View chart
Grupo Televisa Common Stock (TV)	0.0	$1.5k	459.00	3.20	View chart
Sotera Health Common Stock (SHC)	0.0	$1.2k	100.00	12.02	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$1.2k	34.00	34.88	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$1.2k	17.00	68.94	View chart
Ishares Gold Common Stock (IAU)	0.0	$1.1k	27.00	42.00	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$1.1k	25.00	43.56	View chart
X Trackers MF Closed and MF Open (HAUZ)	0.0	$1.0k	47.00	21.98	View chart
Schwab Us MF Closed and MF Open (SCHH)	0.0	$987.998400	48.00	20.58	View chart
Kraft Heinz Common Stock (KHC)	0.0	$876.999200	23.00	38.13	View chart
Warner Music Common Stock (WMG)	0.0	$838.000000	25.00	33.52	View chart
Rackspace Technology Common Stock (RXT)	0.0	$790.000000	500.00	1.58	View chart
Block Common Stock (SQ)	0.0	$677.000000	8.00	84.62	View chart
Albertsons Cos Common Stock (ACI)	0.0	$545.000000	25.00	21.80	View chart
Opendoor Technologies Common Stock (OPEN)	0.0	$379.000000	125.00	3.03	View chart
Canopy Growth Common Stock (CGC)	0.0	$362.250000	42.00	8.62	View chart
Tilray Brands Common Stock (TLRY)	0.0	$338.006400	137.00	2.47	View chart
Delta Airlines Common Stock (DAL)	0.0	$241.000000	5.00	48.20	View chart
At&t Common Stock (T)	0.0	$222.000000	12.00	18.50	View chart
Medtronic Common Stock (MDT)	0.0	$177.000000	2.00	88.50	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$169.000000	4.00	42.25	View chart
Beyond Meat Common Stock (BYND)	0.0	$149.000400	18.00	8.28	View chart
Global X MF Closed and MF Open (DIV)	0.0	$92.000000	5.00	18.40	View chart
Bristol Myers Common Stock (BMY)	0.0	$56.000000	1.00	56.00	View chart
Contextlogic Common Stock (WISH)	0.0	$44.000000	8.00	5.50	View chart
Doma Holdings Common Stock (DOMA)	0.0	$36.000000	8.00	4.50	View chart
Snap Common Stock (SNAP)	0.0	$23.000000	2.00	11.50	View chart
Orion Office Common Stock (ONL)	0.0	$22.000200	6.00	3.67	View chart
Warner Bros Common Stock (WBD)	0.0	$17.000000	2.00	8.50	View chart

Past Filings by Wiser Advisor Group

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

Wiser Advisor Group 2024 Q1 filed May 16, 2024

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