Wiser Advisor Group

Wiser Advisor Group as of Sept. 30, 2025

Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 248 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 7.4 $5.9M 23k 254.63
Vanguard S&p MF Closed and MF Open (VOO) 6.4 $5.2M 8.4k 612.41
Alphabet Common Stock (GOOGL) 4.5 $3.6M 15k 243.09
Eli Lilly Common Stock (LLY) 4.2 $3.4M 4.4k 762.95
Amazon Common Stock (AMZN) 3.7 $3.0M 14k 219.57
Meta Platforms Common Stock (META) 3.3 $2.7M 3.6k 734.45
Nyli Ftse MF Closed and MF Open (HFXI) 3.2 $2.6M 82k 31.01
Invesco S&p MF Closed and MF Open (XMHQ) 2.9 $2.3M 22k 104.96
Microsoft Corp Common Stock (MSFT) 2.9 $2.3M 4.5k 517.90
Vanguard Total MF Closed and MF Open (BND) 2.6 $2.1M 28k 74.37
Vanguard Growth MF Closed and MF Open (VUG) 2.5 $2.0M 4.2k 479.61
Jpmorgan Chase Common Stock (JPM) 2.5 $2.0M 6.4k 315.43
Nvidia Corp Common Stock (NVDA) 2.5 $2.0M 11k 186.58
Schwab Us MF Closed and MF Open (SCHX) 2.5 $2.0M 75k 26.34
Vanguard Value MF Closed and MF Open (VTV) 2.4 $2.0M 11k 186.49
First Trust MF Closed and MF Open (GRID) 2.3 $1.9M 12k 151.08
Hartford Mun MF Closed and MF Open (HMOP) 2.3 $1.8M 47k 38.97
Vanguard Small MF Closed and MF Open (VB) 2.2 $1.8M 7.0k 254.29
Global X MF Closed and MF Open (DTCR) 2.1 $1.7M 83k 20.48
Home Depot Common Stock (HD) 1.9 $1.5M 3.8k 405.18
Berkshire Hathaway Common Stock (BRK.A) 1.9 $1.5M 2.00 754200.00
Walmart Common Stock (WMT) 1.9 $1.5M 15k 103.06
Mcdonalds Corp Common Stock (MCD) 1.7 $1.4M 4.5k 303.91
Global X MF Closed and MF Open (MLPA) 1.6 $1.3M 27k 48.42
Xtrackers Usd MF Closed and MF Open (HYLB) 1.6 $1.3M 34k 37.11
Taiwan Semiconductor Common Stock (TSM) 1.5 $1.2M 4.4k 279.28
Schwab Us MF Closed and MF Open (SCHA) 1.4 $1.1M 41k 27.90
Ferrari Nv Common Stock (RACE) 1.3 $1.0M 2.1k 485.18
Coca Cola Company Common Stock (KO) 1.3 $1.0M 15k 66.32
Vanguard Real MF Closed and MF Open (VNQ) 1.1 $908k 9.9k 91.42
First Trust MF Closed and MF Open (FPE) 1.0 $834k 46k 18.24
Berkshire Hathaway Common Stock (BRK.B) 1.0 $778k 1.5k 502.74
Prologis Common Stock (PLD) 0.9 $754k 6.6k 114.52
Royal Caribbean Common Stock (RCL) 0.9 $710k 2.2k 323.61
First Trust MF Closed and MF Open (BUFR) 0.9 $697k 21k 33.42
Amplify Cwp MF Closed and MF Open (DIVO) 0.8 $632k 14k 44.57
Zoom Communications Common Stock (ZM) 0.7 $593k 7.2k 82.50
Tesla Common Stock (TSLA) 0.7 $564k 1.3k 444.72
Novo Nordisk Common Stock (NVO) 0.6 $455k 8.2k 55.49
Invesco National MF Closed and MF Open (PZA) 0.6 $450k 20k 23.09
Vanguard Intermediate MF Closed and MF Open (VCIT) 0.5 $430k 5.1k 84.11
Spdr Dow MF Closed and MF Open (DIA) 0.5 $428k 923.00 463.69
Ishares Core MF Closed and MF Open (IJR) 0.5 $417k 3.5k 118.82
Tc Energy Common Stock (TRP) 0.5 $393k 7.2k 54.41
Ishares Core MF Closed and MF Open (IVV) 0.5 $386k 577.00 669.31
Invesco Qqq MF Closed and MF Open (QQQ) 0.5 $370k 616.00 600.59
Invesco P MF Closed and MF Open (PGX) 0.4 $313k 27k 11.60
Oracle Corp Common Stock (ORCL) 0.3 $249k 884.00 281.33
Broadcom Common Stock (AVGO) 0.3 $243k 738.00 329.85
Vaneck High MF Closed and MF Open (HYD) 0.3 $231k 4.5k 50.90
Walt Disney Common Stock (DIS) 0.3 $228k 2.0k 114.52
First Trust MF Closed and MF Open (FPX) 0.3 $221k 1.3k 166.18
Ishares S&p MF Closed and MF Open (IVE) 0.3 $208k 1.0k 206.43
Visa Common Stock (V) 0.3 $201k 590.00 341.10
Alphabet Common Stock (GOOG) 0.2 $196k 805.00 243.53
Abbott Laboratories Common Stock (ABT) 0.2 $190k 1.4k 133.94
Costco Wholesale Common Stock (COST) 0.2 $169k 182.00 927.31
Vaneck Vietnam MF Closed and MF Open (VNM) 0.2 $167k 9.4k 17.84
Nyli Mackay MF Closed and MF Open (MMIT) 0.2 $131k 5.4k 24.30
Rtx Corp Common Stock (RTX) 0.2 $124k 740.00 167.43
Welltower Common Stock (WELL) 0.1 $117k 656.00 178.26
Allstate Corp Common Stock (ALL) 0.1 $116k 540.00 214.48
Netflix Common Stock (NFLX) 0.1 $114k 95.00 1198.92
Cisco Systems Common Stock (CSCO) 0.1 $111k 1.6k 68.40
Spdr Euro MF Closed and MF Open (FEZ) 0.1 $109k 1.8k 62.13
Waste Management Common Stock (WM) 0.1 $108k 487.00 220.90
Thermo Fisher Common Stock (TMO) 0.1 $101k 207.00 485.73
Johnson & Johnson Common Stock (JNJ) 0.1 $99k 534.00 185.56
American Tower Common Stock (AMT) 0.1 $93k 484.00 192.28
American Express Common Stock (AXP) 0.1 $88k 265.00 332.16
Lowes Companies Common Stock (LOW) 0.1 $86k 343.00 251.47
Chipotle Mexican Common Stock (CMG) 0.1 $80k 2.1k 39.19
Vanguard Ftse MF Closed and MF Open (VEA) 0.1 $79k 1.3k 59.91
Invesco S&p MF Closed and MF Open (PSCH) 0.1 $76k 1.8k 41.61
Elevance Health Common Stock (ELV) 0.1 $75k 232.00 323.38
Nextera Energy Common Stock (NEE) 0.1 $66k 872.00 75.49
Coinbase Global Common Stock (COIN) 0.1 $65k 193.00 337.49
Quest Diagnostics Common Stock (DGX) 0.1 $64k 337.00 190.43
Ebay Common Stock (EBAY) 0.1 $63k 697.00 91.00
First Trust MF Closed and MF Open (RDVY) 0.1 $62k 918.00 67.25
Lockheed Martin Common Stock (LMT) 0.1 $61k 123.00 497.72
Stryker Corp Common Stock (SYK) 0.1 $61k 165.00 370.10
Adobe Common Stock (ADBE) 0.1 $61k 172.00 352.75
Honeywell Intl Common Stock (HON) 0.1 $59k 282.00 210.54
Nasdaq Common Stock (NDAQ) 0.1 $58k 650.00 88.47
Chevron Corp Common Stock (CVX) 0.1 $57k 368.00 155.40
Avalonbay Commntys Common Stock (AVB) 0.1 $57k 293.00 192.87
Realty Income Common Stock (O) 0.1 $56k 922.00 60.78
Merck & Company Common Stock (MRK) 0.1 $55k 655.00 83.98
Marriott Intl Common Stock (MAR) 0.1 $53k 204.00 260.14
Equinix Common Stock (EQIX) 0.1 $53k 67.00 783.93
Mondelez International Common Stock (MDLZ) 0.1 $52k 826.00 62.45
Vanguard Total MF Closed and MF Open (VXUS) 0.1 $51k 691.00 73.47
Schwab Charles Common Stock (SCHW) 0.1 $51k 529.00 95.55
Xpo Common Stock (XPO) 0.1 $50k 387.00 129.27
Akamai Technologies Common Stock (AKAM) 0.1 $50k 655.00 75.76
Udr Common Stock (UDR) 0.1 $49k 1.3k 37.25
Vici Properties Common Stock (VICI) 0.1 $47k 1.5k 32.62
Sun Communities Common Stock (SUI) 0.1 $46k 356.00 129.11
Digital Realty Common Stock (DLR) 0.1 $45k 260.00 172.73
Vanguard Large MF Closed and MF Open (VV) 0.1 $43k 139.00 307.86
United Airlines Common Stock (UAL) 0.1 $41k 428.00 96.50
Palantir Technologies Common Stock (PLTR) 0.1 $40k 221.00 182.43
Host Hotels Common Stock (HST) 0.0 $40k 2.4k 17.02
MPLX Oil & Gas, Real Estate and REIT (MPLX) 0.0 $38k 755.00 49.98
Healthpeak Pptys Common Stock (DOC) 0.0 $38k 2.0k 19.15
Ameren Corp Common Stock (AEE) 0.0 $35k 337.00 104.38
Franklin Covey Common Stock (FC) 0.0 $35k 1.8k 19.41
Duke Energy Common Stock (DUK) 0.0 $34k 275.00 123.59
Rexford Industrial Common Stock (REXR) 0.0 $34k 821.00 41.11
Kilroy Rlty Corp Common Stock (KRC) 0.0 $32k 764.00 42.26
Agree Realty Common Stock (ADC) 0.0 $32k 451.00 70.97
Schwab Us MF Closed and MF Open (SCHB) 0.0 $29k 1.1k 25.72
Crown Castle Common Stock (CCI) 0.0 $29k 300.00 96.33
Ishares Core MF Closed and MF Open (AGG) 0.0 $29k 287.00 100.35
Yum Brands Common Stock (YUM) 0.0 $28k 185.00 151.66
Cubesmart Common Stock (CUBE) 0.0 $28k 684.00 40.68
Shell Common Stock (SHEL) 0.0 $28k 388.00 71.45
Airbnb Common Stock (ABNB) 0.0 $27k 224.00 121.42
Toll Brothers Common Stock (TOL) 0.0 $27k 195.00 138.25
Ventas Common Stock (VTR) 0.0 $27k 384.00 70.08
Bank America Common Stock (BAC) 0.0 $27k 519.00 51.59
Cloudflare Common Stock (NET) 0.0 $26k 121.00 214.59
Terreno Realty Common Stock (TRNO) 0.0 $25k 446.00 56.73
Equity Lifestyle Common Stock (ELS) 0.0 $25k 408.00 60.77
Healthcare Realty Common Stock (HR) 0.0 $25k 1.4k 18.03
Fiserv Common Stock (FI) 0.0 $25k 190.00 128.93
SPDR S&P MF Closed and MF Open (SPY) 0.0 $24k 35.00 672.23
Abbvie Common Stock (ABBV) 0.0 $23k 101.00 231.27
Ishares Core MF Closed and MF Open (IJH) 0.0 $23k 356.00 65.31
Brixmor Property Common Stock (BRX) 0.0 $23k 819.00 27.68
Metlife Common Stock (MET) 0.0 $22k 272.00 82.44
Micron Technology Common Stock (MU) 0.0 $22k 131.00 167.08
Procter & Gamble Common Stock (PG) 0.0 $21k 137.00 154.15
3m Company Common Stock (MMM) 0.0 $21k 134.00 155.06
Gxo Logistics Common Stock (GXO) 0.0 $21k 387.00 52.89
Mgm Resorts Common Stock (MGM) 0.0 $20k 590.00 34.66
Kimco Realty Common Stock (KIM) 0.0 $20k 932.00 21.85
Vanguard Total MF Closed and MF Open (VT) 0.0 $20k 147.00 137.98
Jacobs Solutions Common Stock (J) 0.0 $20k 135.00 150.05
Invitation Homes Common Stock (INVH) 0.0 $20k 679.00 29.33
Nnn Reit Common Stock (NNN) 0.0 $20k 462.00 42.57
Linde Common Stock (LIN) 0.0 $19k 41.00 472.29
Doordash Common Stock (DASH) 0.0 $19k 70.00 272.00
Take-two Interactive Common Stock (TTWO) 0.0 $19k 72.00 258.36
Salesforce Common Stock (CRM) 0.0 $18k 78.00 236.01
Starbucks Corp Common Stock (SBUX) 0.0 $18k 209.00 84.67
Motley Fool MF Closed and MF Open (TMFC) 0.0 $17k 246.00 70.56
Intercontinental Hotels Common Stock (IHG) 0.0 $17k 140.00 121.20
Extra Space Common Stock (EXR) 0.0 $17k 118.00 141.25
Altria Group Common Stock (MO) 0.0 $16k 240.00 66.08
Alexandria Real Common Stock (ARE) 0.0 $15k 185.00 83.48
Paypal Holdings Common Stock (PYPL) 0.0 $15k 221.00 67.06
First Trust MF Closed and MF Open (FMB) 0.0 $15k 290.00 50.65
Gaming & Leisure Common Stock (GLPI) 0.0 $15k 315.00 46.60
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $14k 264.00 54.22
Essential Properties Common Stock (EPRT) 0.0 $14k 461.00 29.78
Alerian M MF Closed and MF Open (AMLP) 0.0 $14k 287.00 46.97
Astrazeneca Common Stock (AZN) 0.0 $13k 173.00 76.72
Nike Common Stock (NKE) 0.0 $13k 188.00 69.90
Pfizer Common Stock (PFE) 0.0 $13k 501.00 25.47
Wec Energy Common Stock (WEC) 0.0 $13k 111.00 114.59
Virtus Infracap MF Closed and MF Open (PFFA) 0.0 $13k 584.00 21.72
Lamar Advertising Common Stock (LAMR) 0.0 $13k 103.00 122.42
Amplify Blockchain MF Closed and MF Open (BLOK) 0.0 $12k 184.00 67.12
SPDR S&P MF Closed and MF Open (XHS) 0.0 $11k 112.00 101.56
Vanguard Total MF Closed and MF Open (VTI) 0.0 $11k 34.00 328.76
United Microelectronics Common Stock (UMC) 0.0 $11k 1.5k 7.58
Citigroup Common Stock (C) 0.0 $11k 107.00 101.80
Blackstone Mortgage Common Stock (BXMT) 0.0 $11k 589.00 18.42
Verizon Communications Common Stock (VZ) 0.0 $11k 241.00 43.92
Kimberly Clark Common Stock (KMB) 0.0 $10k 83.00 124.34
Fedex Corp Common Stock (FDX) 0.0 $9.9k 42.00 235.07
Uber Technologies Common Stock (UBER) 0.0 $9.8k 100.00 97.97
Tractor Supply Common Stock (TSCO) 0.0 $9.7k 171.00 56.78
Sociedad Quimica Common Stock (SQM) 0.0 $9.7k 225.00 42.98
Csx Corp Common Stock (CSX) 0.0 $9.5k 267.00 35.51
Americold Realty Common Stock (COLD) 0.0 $9.4k 765.00 12.24
Ishares Esg MF Closed and MF Open (ESGU) 0.0 $9.3k 64.00 145.59
Carrier Global Common Stock (CARR) 0.0 $9.0k 150.00 59.79
First Trust MF Closed and MF Open (KNG) 0.0 $8.9k 181.00 49.27
Wisdomtree Artificial MF Closed and MF Open (WTAI) 0.0 $8.9k 310.00 28.58
Duolingo Common Stock (DUOL) 0.0 $8.7k 27.00 321.85
Ishares Msci MF Closed and MF Open (KSA) 0.0 $8.5k 211.00 40.49
The Realreal Common Stock (REAL) 0.0 $8.5k 800.00 10.63
Schwab Fundamental MF Closed and MF Open (FNDX) 0.0 $8.4k 320.00 26.34
At&t Common Stock (T) 0.0 $8.3k 295.00 28.20
Proshares Pet MF Closed and MF Open (PAWZ) 0.0 $8.2k 146.00 56.21
Yum China Common Stock (YUMC) 0.0 $8.1k 190.00 42.82
Ishares Core MF Closed and MF Open (IUSB) 0.0 $7.9k 170.00 46.75
Philip Morris Common Stock (PM) 0.0 $7.3k 45.00 162.76
Globus Medical Common Stock (GMED) 0.0 $7.0k 122.00 57.27
Vanguard Total MF Closed and MF Open (BNDX) 0.0 $7.0k 141.00 49.37
Robo Global MF Closed and MF Open (ROBO) 0.0 $7.0k 106.00 65.61
Zoetis Common Stock (ZTS) 0.0 $6.9k 47.00 146.83
Microchip Technology Common Stock (MCHP) 0.0 $6.7k 104.00 63.95
Barclays Common Stock (BCS) 0.0 $6.2k 300.00 20.67
Rxo Common Stock (RXO) 0.0 $6.0k 387.00 15.38
Schwab Fundamental MF Closed and MF Open (FNDF) 0.0 $5.8k 135.00 43.06
Pacer Data MF Closed and MF Open (SRVR) 0.0 $5.3k 167.00 31.75
Target Corp Common Stock (TGT) 0.0 $5.2k 58.00 90.43
Camping World Common Stock (CWH) 0.0 $5.1k 324.00 15.78
Immunitybio Common Stock (IBRX) 0.0 $4.9k 2.0k 2.46
Vanguard Mortgage MF Closed and MF Open (VMBS) 0.0 $4.9k 104.00 47.00
Ishares Russell MF Closed and MF Open (IWM) 0.0 $4.8k 20.00 241.95
Pinterest Common Stock (PINS) 0.0 $4.8k 150.00 32.17
Schwab Fundamental MF Closed and MF Open (FNDA) 0.0 $4.8k 153.00 31.24
American Water Common Stock (AWK) 0.0 $4.7k 34.00 137.76
Stanley Black Common Stock (SWK) 0.0 $4.5k 60.00 74.33
Crown Holdings Common Stock (CCK) 0.0 $4.4k 45.00 96.89
Sony Group Common Stock (SONY) 0.0 $4.3k 151.00 28.73
Ambac Financial Common Stock (AMBC) 0.0 $4.2k 500.00 8.34
Ford Motor Common Stock (F) 0.0 $4.1k 343.00 11.95
National Grid Common Stock (NGG) 0.0 $3.9k 54.00 72.46
Vanguard Extended MF Closed and MF Open (VXF) 0.0 $3.8k 18.00 211.94
Ishares Jpmorgan MF Closed and MF Open (EMB) 0.0 $3.8k 39.00 96.33
Pursuit Attractions Common Stock (PRSU) 0.0 $3.6k 100.00 36.18
Schwab Intermediate MF Closed and MF Open (SCHR) 0.0 $3.6k 142.00 25.18
Glacier Bancorp Common Stock (GBCI) 0.0 $3.5k 71.00 48.70
Ge Aerospace Common Stock (GE) 0.0 $3.3k 11.00 302.18
Dow Common Stock (DOW) 0.0 $3.3k 143.00 23.00
Fidelity National Common Stock (FIS) 0.0 $3.1k 47.00 65.70
Pinnacle West Common Stock (PNW) 0.0 $3.0k 33.00 89.67
Hsbc Holdings Common Stock (HSBC) 0.0 $2.9k 41.00 70.98
Synaptics Common Stock (SYNA) 0.0 $2.7k 40.00 68.35
Ing Groep Common Stock (ING) 0.0 $2.6k 98.00 26.19
Upstart Holdings Common Stock (UPST) 0.0 $2.5k 50.00 50.80
Intuitive Surgical Common Stock (ISRG) 0.0 $2.2k 5.00 447.20
Amentum Holdings Common Stock (AMTM) 0.0 $2.2k 92.00 23.97
Solventum Corp Common Stock (SOLV) 0.0 $2.2k 30.00 73.00
Ishares Gold Common Stock (IAU) 0.0 $2.0k 27.00 72.78
Illumina Common Stock (ILMN) 0.0 $1.7k 18.00 95.00
Pegasystems Common Stock (PEGA) 0.0 $1.5k 26.00 57.58
Ishares Core MF Closed and MF Open (IXUS) 0.0 $1.5k 18.00 83.17
Kkr & Co Common Stock (KKR) 0.0 $1.3k 10.00 130.00
Sba Communications Common Stock (SBAC) 0.0 $1.2k 6.00 201.50
Spdr Ice MF Closed and MF Open (PSK) 0.0 $1.1k 34.00 33.06
Wisdomtree U S MF Closed and MF Open (NTSX) 0.0 $1.0k 19.00 54.95
Hubspot Common Stock (HUBS) 0.0 $936.000000 2.00 468.00
Grail Common Stock (GRAL) 0.0 $473.000000 8.00 59.12
Albertsons Cos Common Stock (ACI) 0.0 $463.000200 26.00 17.81
Canadian Pacific Common Stock (CP) 0.0 $302.000000 4.00 75.50
Carnival Corp Common Stock (CCL) 0.0 $260.000100 9.00 28.89
Medtronic Common Stock (MDT) 0.0 $204.000000 2.00 102.00
Lumentum Holdings Common Stock (LITE) 0.0 $163.000000 1.00 163.00
Cvs Health Common Stock (CVS) 0.0 $83.000000 1.00 83.00
Bristol Myers Common Stock (BMY) 0.0 $50.000000 1.00 50.00
Warner Bros Common Stock (WBD) 0.0 $39.000000 2.00 19.50