Wiser Advisor Group

Wiser Advisor Group as of Dec. 31, 2024

Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 268 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 9.4 $6.4M 26k 250.42
Vanguard S&p MF Closed and MF Open (VOO) 7.5 $5.2M 9.6k 538.81
First Trust MF Closed and MF Open (FMB) 4.2 $2.9M 57k 51.01
Amazon Common Stock (AMZN) 4.0 $2.8M 13k 219.39
Vanguard Growth MF Closed and MF Open (VUG) 3.5 $2.4M 5.8k 410.43
Alphabet Common Stock (GOOGL) 3.5 $2.4M 13k 189.30
Vanguard Total MF Closed and MF Open (BND) 3.4 $2.3M 33k 71.91
Vanguard Small MF Closed and MF Open (VB) 3.3 $2.3M 9.6k 240.28
New York Life MF Closed and MF Open (HFXI) 3.1 $2.1M 82k 26.06
Vanguard Value MF Closed and MF Open (VTV) 2.9 $2.0M 12k 169.30
Invesco S&p MF Closed and MF Open (XMHQ) 2.9 $2.0M 20k 98.47
Eli Lilly Common Stock (LLY) 2.8 $1.9M 2.5k 772.11
Meta Platforms Common Stock (META) 2.8 $1.9M 3.3k 585.60
Jpmorgan Chase Common Stock (JPM) 2.5 $1.7M 7.1k 239.73
Microsoft Corp Common Stock (MSFT) 2.4 $1.7M 4.0k 421.46
Schwab Us MF Closed and MF Open (SCHX) 2.3 $1.6M 69k 23.18
Home Depot Common Stock (HD) 2.0 $1.4M 3.6k 388.98
Berkshire Hathaway Common Stock (BRK.A) 2.0 $1.4M 2.00 680920.00
First Trust MF Closed and MF Open (FPE) 1.9 $1.3M 73k 17.70
Mcdonalds Corp Common Stock (MCD) 1.8 $1.3M 4.4k 289.88
Walmart Common Stock (WMT) 1.7 $1.2M 13k 90.35
X Trackers MF Closed and MF Open (HYLB) 1.7 $1.1M 32k 36.08
Prologis Common Stock (PLD) 1.7 $1.1M 11k 105.70
Schwab Us MF Closed and MF Open (SCHA) 1.6 $1.1M 42k 25.86
Coca Cola Company Common Stock (KO) 1.3 $865k 14k 62.26
Nvidia Corp Common Stock (NVDA) 1.2 $838k 6.2k 134.29
Global X MF Closed and MF Open (MLPA) 1.0 $663k 13k 49.41
Vanguard Real MF Closed and MF Open (VNQ) 0.9 $643k 7.2k 89.08
Ferrari Nv Common Stock (RACE) 0.8 $554k 1.3k 424.84
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.7 $510k 6.4k 80.27
Invesco National MF Closed and MF Open (PZA) 0.7 $491k 21k 23.61
Tesla Common Stock (TSLA) 0.7 $489k 1.2k 403.84
First Trust MF Closed and MF Open (KNG) 0.7 $462k 9.2k 50.21
Ishares Core MF Closed and MF Open (IVV) 0.6 $424k 721.00 588.69
Ishares Core MF Closed and MF Open (IJR) 0.6 $417k 3.6k 115.22
Zoom Communications Common Stock (ZM) 0.6 $408k 5.0k 81.61
Tc Energy Common Stock (TRP) 0.6 $379k 8.1k 46.53
Vaneck High MF Closed and MF Open (HYD) 0.5 $377k 7.3k 51.91
Invesco P MF Closed and MF Open (PGX) 0.5 $315k 27k 11.53
Royal Caribbean Common Stock (RCL) 0.5 $313k 1.4k 230.62
Taiwan Semiconductor Common Stock (TSM) 0.4 $304k 1.5k 197.52
Invesco Qqq MF Closed and MF Open (QQQ) 0.4 $301k 589.00 511.04
Amplify Blockchain MF Closed and MF Open (BLOK) 0.4 $253k 5.9k 43.19
Yum China Common Stock (YUMC) 0.3 $216k 4.5k 48.17
Abbott Laboratories Common Stock (ABT) 0.3 $213k 1.9k 113.12
Invesco S&p MF Closed and MF Open (PSCH) 0.3 $198k 4.5k 44.29
Duke Energy Common Stock (DUK) 0.3 $194k 1.8k 107.76
Verizon Communications Common Stock (VZ) 0.3 $193k 4.8k 39.99
Ishares S&p MF Closed and MF Open (IVE) 0.3 $190k 997.00 190.92
Walt Disney Common Stock (DIS) 0.3 $186k 1.7k 111.37
Visa Common Stock (V) 0.3 $185k 587.00 315.83
Exchange Traded MF Closed and MF Open (ROBO) 0.3 $178k 3.2k 56.27
First Trust MF Closed and MF Open (FPX) 0.2 $169k 1.4k 119.47
Cisco Systems Common Stock (CSCO) 0.2 $153k 2.6k 59.20
Alphabet Common Stock (GOOG) 0.2 $153k 803.00 190.33
Oracle Corp Common Stock (ORCL) 0.2 $146k 877.00 166.69
Broadcom Common Stock (AVGO) 0.2 $144k 619.00 231.96
Costco Wholesale Common Stock (COST) 0.2 $137k 150.00 915.15
Pfizer Common Stock (PFE) 0.2 $128k 4.8k 26.53
New York Life MF Closed and MF Open (MMIT) 0.2 $126k 5.3k 24.01
Canadian Pacific Common Stock (CP) 0.2 $125k 1.7k 72.37
Chipotle Mexican Common Stock (CMG) 0.2 $124k 2.1k 60.30
Thermo Fisher Common Stock (TMO) 0.2 $120k 230.00 519.89
Jacobs Solutions Common Stock (J) 0.2 $113k 842.00 133.59
Lowes Companies Common Stock (LOW) 0.1 $103k 416.00 246.86
Allstate Corp Common Stock (ALL) 0.1 $103k 532.00 192.72
Waste Management Common Stock (WM) 0.1 $97k 482.00 201.74
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $97k 2.0k 47.83
Unitedhealth Group Common Stock (UNH) 0.1 $91k 180.00 506.34
Rtx Corp Common Stock (RTX) 0.1 $91k 782.00 115.75
Johnson & Johnson Common Stock (JNJ) 0.1 $89k 615.00 144.56
American Tower Common Stock (AMT) 0.1 $87k 474.00 183.48
Netflix Common Stock (NFLX) 0.1 $85k 95.00 891.32
Elevance Health Common Stock (ELV) 0.1 $85k 229.00 368.92
Coinbase Global Common Stock (COIN) 0.1 $83k 336.00 248.30
Spdr Euro MF Closed and MF Open (FEZ) 0.1 $83k 1.7k 48.16
Welltower Common Stock (WELL) 0.1 $82k 653.00 126.00
American Express Common Stock (AXP) 0.1 $78k 263.00 296.71
Adobe Common Stock (ADBE) 0.1 $77k 172.00 444.68
Merck & Company Common Stock (MRK) 0.1 $70k 699.00 99.42
Franklin Covey Common Stock (FC) 0.1 $68k 1.8k 37.58
Illumina Common Stock (ILMN) 0.1 $67k 500.00 133.63
Avalonbay Commntys Common Stock (AVB) 0.1 $63k 285.00 220.26
Honeywell Intl Common Stock (HON) 0.1 $63k 278.00 225.64
Akamai Technologies Common Stock (AKAM) 0.1 $63k 655.00 95.65
Nextera Energy Common Stock (NEE) 0.1 $63k 872.00 71.69
Equinix Common Stock (EQIX) 0.1 $62k 66.00 942.05
Stryker Corp Common Stock (SYK) 0.1 $59k 164.00 360.31
Lockheed Martin Common Stock (LMT) 0.1 $58k 120.00 484.88
Marriott Intl Common Stock (MAR) 0.1 $57k 202.00 279.55
Udr Common Stock (UDR) 0.1 $56k 1.3k 43.42
Vaneck Vietnam MF Closed and MF Open (VNM) 0.1 $55k 4.8k 11.48
Proshares Pet MF Closed and MF Open (PAWZ) 0.1 $54k 991.00 54.45
First Trust MF Closed and MF Open (RDVY) 0.1 $54k 909.00 59.16
Chevron Corp Common Stock (CVX) 0.1 $52k 356.00 144.89
Xpo Common Stock (XPO) 0.1 $51k 387.00 131.15
Quest Diagnostics Common Stock (DGX) 0.1 $50k 332.00 150.81
Nasdaq Common Stock (NDAQ) 0.1 $50k 644.00 77.32
Mondelez International Common Stock (MDLZ) 0.1 $48k 808.00 59.70
Realty Income Common Stock (O) 0.1 $47k 884.00 53.39
Archer Daniels Common Stock (ADM) 0.1 $43k 851.00 50.52
Ebay Common Stock (EBAY) 0.1 $43k 690.00 61.91
Digital Realty Common Stock (DLR) 0.1 $43k 241.00 177.02
United Airlines Common Stock (UAL) 0.1 $42k 428.00 97.10
Sun Communities Common Stock (SUI) 0.1 $41k 337.00 122.92
Vici Properties Common Stock (VICI) 0.1 $41k 1.4k 29.21
Host Hotels Common Stock (HST) 0.1 $40k 2.3k 17.52
Fiserv Common Stock (FI) 0.1 $39k 190.00 205.42
United Parcel Common Stock (UPS) 0.1 $39k 309.00 126.18
Healthpeak Pptys Common Stock (DOC) 0.1 $38k 1.9k 20.27
Schwab Charles Common Stock (SCHW) 0.1 $38k 512.00 73.96
Vanguard Large MF Closed and MF Open (VV) 0.1 $38k 139.00 269.70
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $37k 774.00 47.87
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $36k 606.00 58.92
Citigroup Common Stock (C) 0.0 $34k 482.00 70.45
Exxon Mobil Common Stock (XOM) 0.0 $33k 305.00 107.57
Regeneron Pharmaceutical Common Stock (REGN) 0.0 $31k 44.00 712.34
Agree Realty Common Stock (ADC) 0.0 $31k 437.00 70.40
Amentum Holdings Common Stock (AMTM) 0.0 $31k 1.5k 21.03
Rexford Industrial Common Stock (REXR) 0.0 $31k 793.00 38.65
Ameren Corp Common Stock (AEE) 0.0 $30k 337.00 89.14
Ishares Core MF Closed and MF Open (IJH) 0.0 $30k 477.00 62.34
Kilroy Rlty Corp Common Stock (KRC) 0.0 $29k 728.00 40.44
Cubesmart Common Stock (CUBE) 0.0 $28k 659.00 42.82
Starbucks Corp Common Stock (SBUX) 0.0 $28k 308.00 91.29
Toll Brothers Common Stock (TOL) 0.0 $28k 219.00 125.86
Equity Lifestyle Common Stock (ELS) 0.0 $27k 409.00 66.56
Ishares Core MF Closed and MF Open (AGG) 0.0 $27k 280.00 96.86
Yum Brands Common Stock (YUM) 0.0 $27k 202.00 134.00
Mgm Resorts Common Stock (MGM) 0.0 $27k 781.00 34.65
South Bow Common Stock (SOBO) 0.0 $27k 1.1k 23.57
Schwab Us MF Closed and MF Open (SCHB) 0.0 $27k 1.2k 22.71
Crown Castle Common Stock (CCI) 0.0 $27k 292.00 90.77
Berkshire Hathaway Common Stock (BRK.B) 0.0 $26k 58.00 453.28
Salesforce Common Stock (CRM) 0.0 $26k 77.00 335.78
Terreno Realty Common Stock (TRNO) 0.0 $26k 435.00 59.09
Bank America Common Stock (BAC) 0.0 $25k 572.00 43.95
Shell Common Stock (SHEL) 0.0 $23k 371.00 62.73
Procter & Gamble Common Stock (PG) 0.0 $23k 135.00 167.39
Ventas Common Stock (VTR) 0.0 $22k 376.00 58.90
Healthcare Realty Common Stock (HR) 0.0 $22k 1.3k 16.96
Brixmor Property Common Stock (BRX) 0.0 $22k 793.00 27.82
Metlife Common Stock (MET) 0.0 $22k 268.00 81.74
Invitation Homes Common Stock (INVH) 0.0 $21k 661.00 31.97
Kimco Realty Common Stock (KIM) 0.0 $21k 900.00 23.43
SPDR S&P MF Closed and MF Open (SPY) 0.0 $21k 35.00 586.09
Linde Common Stock (LIN) 0.0 $20k 48.00 422.52
Micron Technology Common Stock (MU) 0.0 $20k 238.00 83.98
Mc Cormick Common Stock (MKC) 0.0 $20k 255.00 76.34
Spdr Dow MF Closed and MF Open (DIA) 0.0 $19k 46.00 422.50
Nnn Reit Common Stock (NNN) 0.0 $19k 462.00 40.85
Paypal Holdings Common Stock (PYPL) 0.0 $19k 221.00 85.35
Abbvie Common Stock (ABBV) 0.0 $18k 98.00 178.32
Intercontinental Hotels Common Stock (IHG) 0.0 $17k 139.00 124.78
Alexandria Real Common Stock (ARE) 0.0 $17k 177.00 97.53
Extra Space Common Stock (EXR) 0.0 $17k 114.00 150.09
3m Company Common Stock (MMM) 0.0 $17k 132.00 129.21
Gxo Logistics Common Stock (GXO) 0.0 $17k 387.00 43.50
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $16k 360.00 44.01
Americold Realty Common Stock (COLD) 0.0 $16k 738.00 21.41
Marathon Petroleum Common Stock (MPC) 0.0 $15k 110.00 139.95
Aerovironment Common Stock (AVAV) 0.0 $15k 100.00 153.89
RBB MF Closed and MF Open (TMFC) 0.0 $15k 246.00 60.15
Gaming & Leisure Common Stock (GLPI) 0.0 $15k 300.00 48.18
Essential Properties Common Stock (EPRT) 0.0 $14k 448.00 31.30
Astrazeneca Common Stock (AZN) 0.0 $14k 210.00 65.66
Manchester Utd Common Stock (MANU) 0.0 $13k 766.00 17.35
Take-two Interactive Common Stock (TTWO) 0.0 $13k 72.00 184.08
Anheuser Busch Common Stock (BUD) 0.0 $13k 264.00 50.10
Alps Alerian MF Closed and MF Open (AMLP) 0.0 $13k 271.00 48.15
Lamar Advertising Common Stock (LAMR) 0.0 $12k 99.00 121.79
Etfis Virtus MF Closed and MF Open (PFFA) 0.0 $12k 544.00 21.91
Altria Group Common Stock (MO) 0.0 $12k 227.00 52.38
Doordash Common Stock (DASH) 0.0 $12k 70.00 167.76
Fedex Corp Common Stock (FDX) 0.0 $12k 41.00 282.51
Kimberly Clark Common Stock (KMB) 0.0 $11k 83.00 131.04
Wec Energy Common Stock (WEC) 0.0 $10k 111.00 94.04
Carrier Global Common Stock (CARR) 0.0 $10k 149.00 68.14
SPDR S&P MF Closed and MF Open (XHS) 0.0 $10k 112.00 90.18
Globus Medical Common Stock (GMED) 0.0 $10k 122.00 82.71
Vanguard Total MF Closed and MF Open (VTI) 0.0 $9.8k 34.00 288.41
Blackstone Mortgage Common Stock (BXMT) 0.0 $9.5k 547.00 17.41
Vanguard Total MF Closed and MF Open (VT) 0.0 $9.5k 81.00 117.48
Rxo Common Stock (RXO) 0.0 $9.2k 387.00 23.84
United Microelectronics Common Stock (UMC) 0.0 $9.1k 1.4k 6.49
Tractor Supply Common Stock (TSCO) 0.0 $9.0k 169.00 53.16
Duolingo Common Stock (DUOL) 0.0 $8.8k 27.00 324.22
The Realreal Common Stock (REAL) 0.0 $8.7k 800.00 10.93
Advanced Micro Common Stock (AMD) 0.0 $8.7k 72.00 120.79
Csx Corp Common Stock (CSX) 0.0 $8.6k 267.00 32.27
Ishares Msci MF Closed and MF Open (KSA) 0.0 $8.4k 205.00 40.92
Dow Common Stock (DOW) 0.0 $8.2k 204.00 40.14
Sociedad Quimica Common Stock (SQM) 0.0 $8.2k 225.00 36.36
Ishares Core MF Closed and MF Open (IUSB) 0.0 $7.8k 173.00 45.19
Zoetis Common Stock (ZTS) 0.0 $7.7k 47.00 163.26
Target Corp Common Stock (TGT) 0.0 $7.6k 57.00 134.14
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $7.5k 316.00 23.70
Vanguard Total MF Closed and MF Open (BNDX) 0.0 $7.5k 152.00 49.04
Wisdomtree Tr MF Closed and MF Open (WTAI) 0.0 $6.8k 310.00 22.02
At&t Common Stock (T) 0.0 $6.7k 294.00 22.78
Camping World Common Stock (CWH) 0.0 $6.7k 317.00 21.07
Ambac Financial Common Stock (AMBC) 0.0 $6.3k 500.00 12.65
Uber Technologies Common Stock (UBER) 0.0 $6.0k 100.00 60.32
National Grid Common Stock (NGG) 0.0 $5.9k 98.00 59.72
Microchip Technology Common Stock (MCHP) 0.0 $5.8k 101.00 57.54
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.0 $5.7k 64.00 89.16
Schwab Intermediate MF Closed and MF Open (SCHR) 0.0 $5.4k 224.00 24.27
Philip Morris Common Stock (PM) 0.0 $5.3k 44.00 120.14
Dupont De Common Stock (DD) 0.0 $4.9k 65.00 76.08
Stanley Black Common Stock (SWK) 0.0 $4.7k 58.00 80.36
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $4.6k 101.00 45.41
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $4.5k 152.00 29.74
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $4.5k 135.00 33.11
Ishares Russell MF Closed and MF Open (IWM) 0.0 $4.4k 20.00 220.95
Pinterest Common Stock (PINS) 0.0 $4.4k 150.00 29.00
American Water Common Stock (AWK) 0.0 $4.1k 33.00 124.79
Barclays Common Stock (BCS) 0.0 $3.9k 296.00 13.29
Hsbc Holdings Common Stock (HSBC) 0.0 $3.8k 76.00 49.37
Fidelity National Common Stock (FIS) 0.0 $3.7k 46.00 80.89
Crown Holdings Common Stock (CCK) 0.0 $3.7k 45.00 82.29
Glacier Bancorp Common Stock (GBCI) 0.0 $3.5k 70.00 50.19
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $3.4k 18.00 191.61
Ford Motor Common Stock (F) 0.0 $3.2k 323.00 9.91
Accenture Common Stock (ACN) 0.0 $3.2k 9.00 355.56
Ing Groep Common Stock (ING) 0.0 $3.2k 204.00 15.68
Sony Group Common Stock (SONY) 0.0 $3.2k 151.00 21.10
Airbnb Common Stock (ABNB) 0.0 $3.2k 24.00 131.42
Pinnacle West Common Stock (PNW) 0.0 $2.8k 33.00 84.76
Cloudflare Common Stock (NET) 0.0 $2.7k 25.00 107.68
Sanofi Common Stock (SNY) 0.0 $2.6k 54.00 47.94
American Airlines Common Stock (AAL) 0.0 $2.4k 140.00 17.43
Global X MF Closed and MF Open (QYLD) 0.0 $2.4k 133.00 18.16
Schwab Us MF Closed and MF Open (SCHP) 0.0 $2.4k 93.00 25.83
Grail Common Stock (GRAL) 0.0 $2.3k 131.00 17.86
Flexshares Morningstar MF Closed and MF Open (GUNR) 0.0 $2.3k 64.00 36.36
BP Common Stock (BP) 0.0 $2.2k 76.00 29.39
Solventum Corp Common Stock (SOLV) 0.0 $2.1k 32.00 66.06
Ishares Core MF Closed and MF Open (IEMG) 0.0 $2.0k 39.00 52.13
Alibaba Group Common Stock (BABA) 0.0 $2.0k 23.00 86.09
Bhp Group Common Stock (BHP) 0.0 $1.9k 39.00 49.23
Ge Aerospace Common Stock (GE) 0.0 $1.8k 11.00 166.82
Diageo Common Stock (DEO) 0.0 $1.8k 14.00 129.64
Unilever Common Stock (UL) 0.0 $1.6k 29.00 56.69
Comcast Corp Common Stock (CMCSA) 0.0 $1.6k 42.00 37.52
Stmicroelectronics N V Common Stock (STM) 0.0 $1.6k 62.00 25.10
Draftkings Common Stock (DKNG) 0.0 $1.5k 40.00 37.20
Viatris Common Stock (VTRS) 0.0 $1.5k 118.00 12.47
Ishares Gold Common Stock (IAU) 0.0 $1.3k 27.00 49.52
WPP Common Stock (WPP) 0.0 $1.3k 26.00 51.38
Sba Communications Common Stock (SBAC) 0.0 $1.3k 6.00 209.00
Nice Common Stock (NICE) 0.0 $1.2k 7.00 169.86
Ishares Core MF Closed and MF Open (IXUS) 0.0 $1.2k 18.00 65.61
Spdr Ice MF Closed and MF Open (PSK) 0.0 $1.1k 34.00 33.00
Wisdomtree U S MF Closed and MF Open (NTSX) 0.0 $896.000100 19.00 47.16
Ge Vernova Common Stock (GEV) 0.0 $658.000000 2.00 329.00
Okta Common Stock (OKTA) 0.0 $630.000000 8.00 78.75
Albertsons Cos Common Stock (ACI) 0.0 $508.001000 26.00 19.54
Pnc Financial Common Stock (PNC) 0.0 $386.000000 2.00 193.00
Ge Healthcare Common Stock (GEHC) 0.0 $234.999900 3.00 78.33
Carnival Corp Common Stock (CCL) 0.0 $224.000100 9.00 24.89
Tilray Brands Common Stock (TLRY) 0.0 $182.004500 137.00 1.33
Medtronic Common Stock (MDT) 0.0 $167.000000 2.00 83.50
Global X MF Closed and MF Open (DIV) 0.0 $99.000000 6.00 16.50
Lumentum Holdings Common Stock (LITE) 0.0 $84.000000 1.00 84.00
Bristol Myers Common Stock (BMY) 0.0 $61.000000 1.00 61.00
Viavi Solutions Common Stock (VIAV) 0.0 $61.000200 6.00 10.17
Cvs Health Common Stock (CVS) 0.0 $48.000000 1.00 48.00
Warner Bros Common Stock (WBD) 0.0 $21.000000 2.00 10.50