Wiser Advisor Group

Wiser Advisor Group as of June 30, 2025

Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 39 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p MF Closed and MF Open (VOO) 8.6 $4.9M 8.7k 568.03
Apple Common Stock (AAPL) 8.4 $4.8M 24k 205.17
Eli Lilly Common Stock (LLY) 5.8 $3.4M 4.3k 779.57
Amazon Common Stock (AMZN) 5.0 $2.9M 13k 219.39
Meta Platforms Common Stock (META) 4.5 $2.6M 3.5k 737.98
Alphabet Common Stock (GOOGL) 4.4 $2.6M 15k 176.23
Nyli Ftse MF Closed and MF Open (HFXI) 4.1 $2.3M 80k 29.47
Vanguard Total MF Closed and MF Open (BND) 3.8 $2.2M 30k 73.63
Microsoft Corp Common Stock (MSFT) 3.7 $2.1M 4.3k 497.40
Vanguard Value MF Closed and MF Open (VTV) 3.4 $1.9M 11k 176.74
Vanguard Growth MF Closed and MF Open (VUG) 3.3 $1.9M 4.4k 438.42
Jpmorgan Chase Common Stock (JPM) 3.1 $1.8M 6.2k 289.89
Schwab Us MF Closed and MF Open (SCHX) 3.0 $1.7M 72k 24.44
Vanguard Small MF Closed and MF Open (VB) 2.9 $1.7M 7.0k 236.97
Nvidia Corp Common Stock (NVDA) 2.8 $1.6M 10k 157.99
Berkshire Hathaway Common Stock (BRK.A) 2.5 $1.5M 2.00 728800.00
First Trust MF Closed and MF Open (GRID) 2.5 $1.4M 10k 139.02
Home Depot Common Stock (HD) 2.5 $1.4M 3.9k 366.68
Walmart Common Stock (WMT) 2.4 $1.4M 14k 97.78
Mcdonalds Corp Common Stock (MCD) 2.2 $1.3M 4.4k 292.16
Xtrackers Usd MF Closed and MF Open (HYLB) 2.1 $1.2M 33k 36.92
Coca Cola Company Common Stock (KO) 1.8 $1.0M 15k 70.75
Schwab Us MF Closed and MF Open (SCHA) 1.8 $1.0M 41k 25.30
Taiwan Semiconductor Common Stock (TSM) 1.6 $931k 4.1k 226.50
Ferrari Nv Common Stock (RACE) 1.6 $911k 1.9k 490.69
First Trust MF Closed and MF Open (FPE) 1.5 $861k 48k 17.80
Vanguard Real MF Closed and MF Open (VNQ) 1.5 $854k 9.6k 89.06
Prologis Common Stock (PLD) 1.4 $790k 7.5k 105.12
Berkshire Hathaway Common Stock (BRK.B) 1.3 $766k 1.6k 485.77
Royal Caribbean Common Stock (RCL) 1.1 $643k 2.1k 313.14
Amplify Cwp MF Closed and MF Open (DIVO) 1.0 $597k 14k 42.55
Spdr Dow MF Closed and MF Open (DIA) 0.7 $423k 960.00 440.63
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.7 $420k 5.1k 82.92
Tesla Common Stock (TSLA) 0.7 $403k 1.3k 317.66
Ishares Core MF Closed and MF Open (IJR) 0.7 $382k 3.5k 109.29
Ishares Core MF Closed and MF Open (IVV) 0.6 $358k 576.00 621.40
Walt Disney Common Stock (DIS) 0.4 $244k 2.0k 124.01
Visa Common Stock (V) 0.4 $209k 589.00 354.76
Enbridge Inc 6 77 Debt 0.0 $20k 20k 1.00