Wiser Advisor Group

Wiser Advisor Group as of March 31, 2025

Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 275 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 8.3 $5.6M 25k 222.13
Vanguard S&p MF Closed and MF Open (VOO) 7.1 $4.8M 9.3k 513.91
Eli Lilly Common Stock (LLY) 5.1 $3.5M 4.2k 825.92
Amazon Common Stock (AMZN) 3.7 $2.5M 13k 190.26
Nyli Ftse MF Closed and MF Open (HFXI) 3.4 $2.3M 83k 27.52
Vanguard Total MF Closed and MF Open (BND) 3.3 $2.3M 31k 73.45
Alphabet Common Stock (GOOGL) 3.3 $2.2M 14k 154.64
First Trust MF Closed and MF Open (FMB) 3.2 $2.2M 43k 50.42
Vanguard Value MF Closed and MF Open (VTV) 3.0 $2.0M 12k 172.74
Invesco S&p MF Closed and MF Open (XMHQ) 3.0 $2.0M 22k 91.53
Meta Platforms Common Stock (META) 2.9 $2.0M 3.5k 576.31
Vanguard Growth MF Closed and MF Open (VUG) 2.9 $2.0M 5.3k 370.83
Jpmorgan Chase Common Stock (JPM) 2.7 $1.8M 7.4k 245.30
Vanguard Small MF Closed and MF Open (VB) 2.6 $1.8M 8.0k 221.74
Berkshire Hathaway Common Stock (BRK.A) 2.4 $1.6M 2.00 798441.50
Microsoft Corp Common Stock (MSFT) 2.3 $1.5M 4.1k 375.43
Home Depot Common Stock (HD) 2.1 $1.4M 3.9k 366.50
Schwab Us MF Closed and MF Open (SCHX) 2.1 $1.4M 64k 22.08
Mcdonalds Corp Common Stock (MCD) 1.9 $1.3M 4.1k 312.40
Walmart Common Stock (WMT) 1.8 $1.2M 14k 87.79
Xtrackers Usd MF Closed and MF Open (HYLB) 1.7 $1.2M 33k 36.15
Prologis Common Stock (PLD) 1.7 $1.1M 10k 111.79
Global X MF Closed and MF Open (MLPA) 1.6 $1.1M 20k 53.23
Coca Cola Company Common Stock (KO) 1.5 $1.0M 14k 71.62
Schwab Us MF Closed and MF Open (SCHA) 1.4 $954k 41k 23.43
First Trust MF Closed and MF Open (FPE) 1.4 $925k 53k 17.59
Vanguard Real MF Closed and MF Open (VNQ) 1.3 $858k 9.5k 90.54
Nvidia Corp Common Stock (NVDA) 1.2 $816k 7.5k 108.38
Ferrari Nv Common Stock (RACE) 1.1 $739k 1.7k 427.88
Amplify Cwp MF Closed and MF Open (DIVO) 0.8 $526k 13k 40.77
Royal Caribbean Common Stock (RCL) 0.8 $509k 2.5k 205.42
Zoom Communications Common Stock (ZM) 0.7 $481k 6.5k 73.77
Invesco National MF Closed and MF Open (PZA) 0.7 $449k 20k 23.04
Amplify Blockchain MF Closed and MF Open (BLOK) 0.6 $431k 12k 36.88
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.6 $428k 5.2k 81.77
Taiwan Semiconductor Common Stock (TSM) 0.6 $409k 2.5k 166.00
Ishares Core MF Closed and MF Open (IVV) 0.6 $383k 682.00 561.81
Ishares Core MF Closed and MF Open (IJR) 0.5 $368k 3.5k 104.56
Tc Energy Common Stock (TRP) 0.5 $343k 7.3k 47.21
Walt Disney Common Stock (DIS) 0.5 $324k 3.3k 98.70
Tesla Common Stock (TSLA) 0.5 $321k 1.2k 259.16
Invesco P MF Closed and MF Open (PGX) 0.5 $307k 27k 11.22
Global X MF Closed and MF Open (DTCR) 0.4 $292k 18k 16.26
Invesco Qqq MF Closed and MF Open (QQQ) 0.4 $265k 565.00 468.74
Abbott Laboratories Common Stock (ABT) 0.4 $247k 1.9k 132.63
Vaneck High MF Closed and MF Open (HYD) 0.3 $230k 4.5k 51.18
Visa Common Stock (V) 0.3 $206k 588.00 350.20
Invesco S&p MF Closed and MF Open (PSCH) 0.3 $193k 4.5k 43.28
Ishares S&p MF Closed and MF Open (IVE) 0.3 $191k 1.0k 190.55
First Trust MF Closed and MF Open (BUFR) 0.3 $188k 6.3k 29.69
Pfizer Common Stock (PFE) 0.2 $161k 6.4k 25.34
Cisco Systems Common Stock (CSCO) 0.2 $160k 2.6k 61.70
First Trust MF Closed and MF Open (FPX) 0.2 $158k 1.4k 111.71
Costco Wholesale Common Stock (COST) 0.2 $155k 164.00 945.53
Vaneck Vietnam MF Closed and MF Open (VNM) 0.2 $127k 10k 12.48
Nyli Mackay MF Closed and MF Open (MMIT) 0.2 $127k 5.3k 23.97
Alphabet Common Stock (GOOG) 0.2 $126k 803.00 156.31
Canadian Pacific Common Stock (CP) 0.2 $125k 1.8k 70.22
Broadcom Common Stock (AVGO) 0.2 $124k 738.00 167.54
Oracle Corp Common Stock (ORCL) 0.2 $123k 879.00 139.84
Thermo Fisher Common Stock (TMO) 0.2 $115k 230.00 497.63
Waste Management Common Stock (WM) 0.2 $112k 484.00 231.33
Allstate Corp Common Stock (ALL) 0.2 $111k 534.00 207.20
American Tower Common Stock (AMT) 0.2 $104k 478.00 217.75
Chipotle Mexican Common Stock (CMG) 0.2 $103k 2.1k 50.21
Johnson & Johnson Common Stock (JNJ) 0.2 $103k 618.00 165.88
Welltower Common Stock (WELL) 0.1 $101k 656.00 153.13
Elevance Health Common Stock (ELV) 0.1 $100k 230.00 434.82
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $100k 2.0k 50.82
Spdr Dow MF Closed and MF Open (DIA) 0.1 $99k 236.00 419.57
Lowes Companies Common Stock (LOW) 0.1 $98k 418.00 233.20
Rtx Corp Common Stock (RTX) 0.1 $97k 734.00 132.41
Unitedhealth Group Common Stock (UNH) 0.1 $95k 181.00 523.54
Spdr Euro MF Closed and MF Open (FEZ) 0.1 $94k 1.7k 54.40
Duke Energy Common Stock (DUK) 0.1 $92k 753.00 121.94
Netflix Common Stock (NFLX) 0.1 $89k 95.00 932.54
American Express Common Stock (AXP) 0.1 $71k 264.00 268.55
Adobe Common Stock (ADBE) 0.1 $66k 172.00 383.53
Merck & Company Common Stock (MRK) 0.1 $63k 704.00 89.79
Nextera Energy Common Stock (NEE) 0.1 $62k 872.00 70.89
Avalonbay Commntys Common Stock (AVB) 0.1 $62k 288.00 214.28
Stryker Corp Common Stock (SYK) 0.1 $61k 164.00 373.32
Chevron Corp Common Stock (CVX) 0.1 $60k 360.00 167.28
Honeywell Intl Common Stock (HON) 0.1 $59k 279.00 211.90
Udr Common Stock (UDR) 0.1 $58k 1.3k 45.18
Verizon Communications Common Stock (VZ) 0.1 $58k 1.3k 45.36
Quest Diagnostics Common Stock (DGX) 0.1 $56k 333.00 169.44
Yum China Common Stock (YUMC) 0.1 $56k 1.1k 52.06
Mondelez International Common Stock (MDLZ) 0.1 $55k 814.00 67.87
Lockheed Martin Common Stock (LMT) 0.1 $54k 121.00 446.81
Equinix Common Stock (EQIX) 0.1 $54k 66.00 819.14
First Trust MF Closed and MF Open (RDVY) 0.1 $54k 913.00 58.56
Akamai Technologies Common Stock (AKAM) 0.1 $53k 655.00 80.50
Realty Income Common Stock (O) 0.1 $52k 896.00 58.04
Franklin Covey Common Stock (FC) 0.1 $50k 1.8k 27.62
Nasdaq Common Stock (NDAQ) 0.1 $49k 646.00 75.88
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $49k 784.00 62.13
Marriott Intl Common Stock (MAR) 0.1 $48k 203.00 238.09
Ebay Common Stock (EBAY) 0.1 $47k 693.00 67.69
Vici Properties Common Stock (VICI) 0.1 $46k 1.4k 32.63
Coinbase Global Common Stock (COIN) 0.1 $46k 264.00 172.23
Sun Communities Common Stock (SUI) 0.1 $44k 339.00 128.79
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.1 $42k 788.00 53.51
Fiserv Common Stock (FI) 0.1 $42k 190.00 220.83
Jacobs Solutions Common Stock (J) 0.1 $42k 346.00 120.94
Xpo Common Stock (XPO) 0.1 $42k 387.00 107.58
Archer Daniels Common Stock (ADM) 0.1 $41k 860.00 47.99
Schwab Charles Common Stock (SCHW) 0.1 $40k 513.00 78.34
Healthpeak Pptys Common Stock (DOC) 0.1 $38k 1.9k 20.22
Digital Realty Common Stock (DLR) 0.1 $37k 256.00 143.45
Exxon Mobil Common Stock (XOM) 0.1 $37k 308.00 118.83
Vanguard Large MF Closed and MF Open (VV) 0.1 $36k 139.00 257.03
United Parcel Common Stock (UPS) 0.1 $35k 313.00 110.15
Citigroup Common Stock (C) 0.1 $35k 485.00 71.05
Agree Realty Common Stock (ADC) 0.1 $34k 441.00 77.24
Ameren Corp Common Stock (AEE) 0.0 $34k 337.00 100.40
Host Hotels Common Stock (HST) 0.0 $33k 2.3k 14.21
Yum Brands Common Stock (YUM) 0.0 $32k 203.00 157.08
Rexford Industrial Common Stock (REXR) 0.0 $31k 801.00 39.15
Crown Castle Common Stock (CCI) 0.0 $31k 296.00 104.36
Berkshire Hathaway Common Stock (BRK.B) 0.0 $31k 58.00 532.59
Starbucks Corp Common Stock (SBUX) 0.0 $30k 310.00 98.02
United Airlines Common Stock (UAL) 0.0 $30k 428.00 69.05
Cubesmart Common Stock (CUBE) 0.0 $29k 667.00 42.71
Ishares Core MF Closed and MF Open (IJH) 0.0 $28k 487.00 58.35
Proshares Pet MF Closed and MF Open (PAWZ) 0.0 $28k 536.00 52.26
Regeneron Pharmaceutical Common Stock (REGN) 0.0 $28k 44.00 635.07
Ishares Core MF Closed and MF Open (AGG) 0.0 $28k 282.00 98.81
Terreno Realty Common Stock (TRNO) 0.0 $28k 438.00 63.25
Equity Lifestyle Common Stock (ELS) 0.0 $28k 412.00 66.66
Ventas Common Stock (VTR) 0.0 $26k 379.00 68.76
Shell Common Stock (SHEL) 0.0 $26k 350.00 73.28
Schwab Us MF Closed and MF Open (SCHB) 0.0 $25k 1.2k 21.54
Kilroy Rlty Corp Common Stock (KRC) 0.0 $24k 738.00 32.77
Bank America Common Stock (BAC) 0.0 $24k 572.00 41.73
Invitation Homes Common Stock (INVH) 0.0 $23k 667.00 34.85
Mgm Resorts Common Stock (MGM) 0.0 $23k 781.00 29.64
Toll Brothers Common Stock (TOL) 0.0 $23k 219.00 105.69
Procter & Gamble Common Stock (PG) 0.0 $23k 136.00 169.94
Healthcare Realty Common Stock (HR) 0.0 $22k 1.3k 16.90
Metlife Common Stock (MET) 0.0 $22k 269.00 80.31
Brixmor Property Common Stock (BRX) 0.0 $21k 801.00 26.55
Mc Cormick Common Stock (MKC) 0.0 $21k 257.00 82.29
Salesforce Common Stock (CRM) 0.0 $21k 77.00 269.86
Abbvie Common Stock (ABBV) 0.0 $21k 99.00 209.88
Linde Common Stock (LIN) 0.0 $20k 44.00 461.25
Nnn Reit Common Stock (NNN) 0.0 $20k 462.00 42.65
SPDR S&P MF Closed and MF Open (SPY) 0.0 $20k 35.00 561.20
3m Company Common Stock (MMM) 0.0 $20k 133.00 146.56
Kimco Realty Common Stock (KIM) 0.0 $19k 911.00 21.23
Micron Technology Common Stock (MU) 0.0 $19k 221.00 86.77
Extra Space Common Stock (EXR) 0.0 $17k 116.00 148.02
Alexandria Real Common Stock (ARE) 0.0 $17k 179.00 92.66
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $16k 360.00 45.25
Americold Realty Common Stock (COLD) 0.0 $16k 746.00 21.45
Gaming & Leisure Common Stock (GLPI) 0.0 $16k 305.00 50.83
Intercontinental Hotels Common Stock (IHG) 0.0 $15k 139.00 109.47
Gxo Logistics Common Stock (GXO) 0.0 $15k 387.00 39.08
Take-two Interactive Common Stock (TTWO) 0.0 $15k 72.00 207.25
Essential Properties Common Stock (EPRT) 0.0 $15k 453.00 32.60
Paypal Holdings Common Stock (PYPL) 0.0 $14k 221.00 65.25
Alerian M MF Closed and MF Open (AMLP) 0.0 $14k 276.00 51.94
Astrazeneca Common Stock 0.0 $14k 190.00 73.37
Altria Group Common Stock (MO) 0.0 $14k 232.00 60.00
Motley Fool MF Closed and MF Open (TMFC) 0.0 $14k 246.00 55.65
Cloudflare Common Stock (NET) 0.0 $14k 121.00 112.69
Doordash Common Stock (DASH) 0.0 $13k 70.00 182.77
South Bow Common Stock (SOBO) 0.0 $13k 489.00 25.52
Nike Common Stock (NKE) 0.0 $12k 192.00 63.48
Wec Energy Common Stock (WEC) 0.0 $12k 111.00 108.98
Aerovironment Common Stock (AVAV) 0.0 $12k 100.00 119.19
Virtus Infracap MF Closed and MF Open (PFFA) 0.0 $12k 557.00 21.21
Kimberly Clark Common Stock (KMB) 0.0 $12k 83.00 142.22
Lamar Advertising Common Stock (LAMR) 0.0 $11k 100.00 114.24
Blackstone Mortgage Common Stock (BXMT) 0.0 $11k 561.00 20.01
SPDR S&P MF Closed and MF Open (XHS) 0.0 $11k 112.00 98.12
Fedex Corp Common Stock (FDX) 0.0 $10k 41.00 246.05
Manchester Utd Common Stock (MANU) 0.0 $10k 766.00 13.09
United Microelectronics Common Stock (UMC) 0.0 $10k 1.4k 7.15
Carrier Global Common Stock (CARR) 0.0 $9.5k 149.00 63.50
Vanguard Total MF Closed and MF Open (VT) 0.0 $9.4k 81.00 115.95
Vanguard Total MF Closed and MF Open (VTI) 0.0 $9.3k 34.00 274.53
Tractor Supply Common Stock (TSCO) 0.0 $9.3k 169.00 55.20
First Trust MF Closed and MF Open (KNG) 0.0 $9.1k 180.00 50.43
Sociedad Quimica Common Stock (SQM) 0.0 $8.9k 225.00 39.73
Globus Medical Common Stock (GMED) 0.0 $8.9k 122.00 73.20
Ishares Msci MF Closed and MF Open (KSA) 0.0 $8.6k 207.00 41.36
Illumina Common Stock (ILMN) 0.0 $8.5k 107.00 79.34
Duolingo Common Stock (DUOL) 0.0 $8.4k 27.00 310.56
At&t Common Stock (T) 0.0 $8.3k 294.00 28.31
Csx Corp Common Stock (CSX) 0.0 $7.9k 267.00 29.43
Ishares Core MF Closed and MF Open (IUSB) 0.0 $7.8k 170.00 46.08
Zoetis Common Stock (ZTS) 0.0 $7.8k 47.00 165.06
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $7.5k 318.00 23.59
Advanced Micro Common Stock (AMD) 0.0 $7.4k 72.00 102.74
Rxo Common Stock (RXO) 0.0 $7.4k 387.00 19.10
Vanguard Total MF Closed and MF Open (BNDX) 0.0 $7.3k 149.00 48.92
Uber Technologies Common Stock (UBER) 0.0 $7.3k 100.00 72.86
Philip Morris Common Stock (PM) 0.0 $7.1k 44.00 160.27
Immunitybio Common Stock (IBRX) 0.0 $6.0k 2.0k 3.01
Target Corp Common Stock (TGT) 0.0 $6.0k 57.00 104.51
Wisdomtree Artificial MF Closed and MF Open (WTAI) 0.0 $5.9k 310.00 19.01
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.0 $5.9k 65.00 90.09
Schwab Intermediate MF Closed and MF Open (SCHR) 0.0 $5.7k 229.00 24.86
Robo Global MF Closed and MF Open (ROBO) 0.0 $5.5k 106.00 51.55
Amentum Holdings Common Stock (AMTM) 0.0 $5.4k 295.00 18.20
Camping World Common Stock (CWH) 0.0 $5.2k 319.00 16.17
Microchip Technology Common Stock (MCHP) 0.0 $4.9k 102.00 48.47
American Water Common Stock (AWK) 0.0 $4.9k 33.00 148.67
Pacer Data MF Closed and MF Open (SRVR) 0.0 $4.9k 166.00 29.35
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $4.9k 135.00 36.03
Dow Common Stock (DOW) 0.0 $4.8k 138.00 34.98
National Grid Common Stock (NGG) 0.0 $4.8k 72.00 66.06
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $4.7k 102.00 46.24
Pinterest Common Stock (PINS) 0.0 $4.7k 150.00 31.00
Barclays Common Stock (BCS) 0.0 $4.5k 296.00 15.37
Stanley Black Common Stock (SWK) 0.0 $4.5k 59.00 76.41
Ambac Financial Common Stock (OSG) 0.0 $4.4k 500.00 8.75
Hsbc Holdings Common Stock (HSBC) 0.0 $4.4k 76.00 57.32
The Realreal Common Stock (REAL) 0.0 $4.3k 800.00 5.39
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $4.2k 152.00 27.48
Crown Holdings Common Stock (CCK) 0.0 $4.0k 45.00 88.82
Ishares Russell MF Closed and MF Open (IWM) 0.0 $4.0k 20.00 199.50
Sony Group Common Stock (SONY) 0.0 $3.8k 151.00 25.31
Fidelity National Common Stock (FIS) 0.0 $3.5k 46.00 75.20
Ford Motor Common Stock (F) 0.0 $3.3k 333.00 10.04
Pinnacle West Common Stock (PNW) 0.0 $3.1k 33.00 95.24
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $3.1k 18.00 174.00
Glacier Bancorp Common Stock (GBCI) 0.0 $3.1k 70.00 44.19
Airbnb Common Stock (ABNB) 0.0 $2.9k 24.00 119.46
Synaptics Common Stock (SYNA) 0.0 $2.5k 40.00 63.73
Intuitive Surgical Common Stock (ISRG) 0.0 $2.5k 5.00 495.20
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $2.4k 20.00 121.90
Solventum Corp Common Stock (SOLV) 0.0 $2.4k 32.00 76.03
Upstart Holdings Common Stock (UPST) 0.0 $2.3k 50.00 46.04
Ge Aerospace Common Stock (GE) 0.0 $2.2k 11.00 200.45
Ishares Core MF Closed and MF Open (IEMG) 0.0 $2.1k 39.00 53.87
Ing Groep Common Stock (ING) 0.0 $1.8k 94.00 19.59
Pursuit Attractions Common Stock (PRSU) 0.0 $1.8k 50.00 35.40
Ishares Gold Common Stock (IAU) 0.0 $1.6k 27.00 58.96
Comcast Corp Common Stock (CMCSA) 0.0 $1.6k 42.00 37.21
American Airlines Common Stock (AAL) 0.0 $1.5k 140.00 10.55
Alibaba Group Common Stock (BABA) 0.0 $1.4k 10.00 136.90
Sba Communications Common Stock (SBAC) 0.0 $1.4k 6.00 226.83
Draftkings Common Stock (DKNG) 0.0 $1.3k 40.00 33.20
Sanofi Common Stock (SNY) 0.0 $1.3k 24.00 54.75
Accenture Common Stock (ACN) 0.0 $1.3k 4.00 320.75
Ishares Core MF Closed and MF Open (IXUS) 0.0 $1.2k 18.00 69.22
BP Common Stock (BP) 0.0 $1.2k 35.00 33.86
Anheuser Busch Common Stock (BUD) 0.0 $1.2k 19.00 62.05
Kkr & Co Common Stock (KKR) 0.0 $1.2k 10.00 115.60
Hubspot Common Stock (HUBS) 0.0 $1.1k 2.00 571.50
Spdr Ice MF Closed and MF Open (PSK) 0.0 $1.1k 34.00 32.38
Viatris Common Stock (VTRS) 0.0 $1.0k 119.00 8.70
Quicklogic Corp Common Stock (QUIK) 0.0 $1.0k 200.00 5.11
Bhp Group Common Stock (BHP) 0.0 $908.000500 19.00 47.79
Pegasystems Common Stock (PEGA) 0.0 $904.000500 13.00 69.54
Grail Common Stock (GRAL) 0.0 $897.001000 35.00 25.63
Wisdomtree U S MF Closed and MF Open (NTSX) 0.0 $871.999300 19.00 45.89
Diageo Common Stock (DEO) 0.0 $658.000200 6.00 109.67
Ge Vernova Common Stock (GEV) 0.0 $611.000000 2.00 305.50
Stmicroelectronics N V Common Stock (STM) 0.0 $599.999400 27.00 22.22
Albertsons Cos Common Stock (ACI) 0.0 $573.001000 26.00 22.04
Okta Common Stock (OKTA) 0.0 $421.000000 4.00 105.25
Pnc Financial Common Stock (PNC) 0.0 $354.000000 2.00 177.00
Ge Healthcare Common Stock (GEHC) 0.0 $242.000100 3.00 80.67
Medtronic Common Stock (MDT) 0.0 $189.000000 2.00 94.50
Carnival Corp Common Stock (CCL) 0.0 $176.000400 9.00 19.56
Global X MF Closed and MF Open (DIV) 0.0 $105.000000 6.00 17.50
Cvs Health Common Stock (CVS) 0.0 $73.000000 1.00 73.00
Viavi Solutions Common Stock (VIAV) 0.0 $67.000200 6.00 11.17
Bristol Myers Common Stock (BMY) 0.0 $66.000000 1.00 66.00
Lumentum Holdings Common Stock (LITE) 0.0 $62.000000 1.00 62.00
Global X MF Closed and MF Open (QYLD) 0.0 $29.000000 2.00 14.50
Warner Bros Common Stock (WBD) 0.0 $21.000000 2.00 10.50