Wiser Advisor Group LLC Top Holdings and 13F Report (2025) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $57.56 million in total holdings as of June 30, 2025.Wiser Advisor Group LLC owns shares of 39 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.05% of the portfolio was purchased this quarter.About 31.45% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 275 new stocks and bought additional shares in 21 stocks.Wiser Advisor Group LLC sold shares of 15 stocks and completely divested from 238 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $4,937,891Apple $4,814,793Eli Lilly and Company $3,351,378Amazon.com $2,891,561Meta Platforms $2,578,503 Largest New Holdings this Quarter 33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $1,436,729 Holding29250NAN5 - ENBRIDGE INC 6 77 $20,000 Holding Largest Purchases this Quarter First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 10,335 shares (about $1.44M)Berkshire Hathaway 1,519 shares (about $737.89K)NVIDIA 2,736 shares (about $432.25K)Taiwan Semiconductor Manufacturing 1,648 shares (about $373.28K)SPDR Dow Jones Industrial Average ETF Trust 724 shares (about $319.02K) Largest Sales this Quarter Apple 1,953 shares (about $400.70K)Vanguard Growth ETF 910 shares (about $398.96K)Vanguard S&P 500 ETF 632 shares (about $359.00K)JPMorgan Chase & Co. 1,192 shares (about $345.55K)Prologis 2,687 shares (about $282.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Advisor Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$4,937,891$358,995 ▼-6.8%8,6938.6%ETFAAPLApple$4,814,793$400,703 ▼-7.7%23,4678.4%Computer and TechnologyLLYEli Lilly and Company$3,351,378$60,027 ▲1.8%4,2995.8%MedicalAMZNAmazon.com$2,891,561$19,526 ▲0.7%13,1805.0%Retail/WholesaleMETAMeta Platforms$2,578,503$24,353 ▲1.0%3,4944.5%Computer and TechnologyGOOGLAlphabet$2,560,380$38,417 ▲1.5%14,5294.4%Computer and TechnologyHFXINYLI FTSE International Equity Currency Neutral ETF$2,342,329$92,948 ▼-3.8%79,4824.1%ETFBNDVanguard Total Bond Market ETF$2,177,180$80,552 ▼-3.6%29,5693.8%ETFMSFTMicrosoft$2,131,366$85,553 ▲4.2%4,2853.7%Computer and TechnologyVTVVanguard Value ETF$1,946,567$137,324 ▼-6.6%11,0143.4%ETFVUGVanguard Growth ETF$1,919,827$398,959 ▼-17.2%4,3793.3%ETFJPMJPMorgan Chase & Co.$1,795,016$345,552 ▼-16.1%6,1923.1%FinanceSCHXSchwab US Large-Cap ETF$1,749,973$190,851 ▲12.2%71,6033.0%ETFVBVanguard Small-Cap ETF$1,652,612$247,394 ▼-13.0%6,9742.9%ETFNVDANVIDIA$1,621,564$432,249 ▲36.3%10,2642.8%Computer and TechnologyBRK.ABerkshire Hathaway$1,457,6000.0%22.5%FinanceGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,436,729$1,436,729 ▲New Holding10,3352.5%ETFHDHome Depot$1,420,499$5,133 ▲0.4%3,8742.5%Retail/WholesaleWMTWalmart$1,371,615$41,262 ▲3.1%14,0282.4%Retail/WholesaleMCDMcDonald's$1,286,077$85,310 ▲7.1%4,4022.2%Retail/WholesaleHYLBXtrackers USD High Yield Corporate Bond ETF$1,231,776$27,321 ▲2.3%33,3632.1%ETFKOCocaCola$1,042,118$26,743 ▲2.6%14,7301.8%Consumer StaplesSCHASchwab US Small-Cap ETF$1,031,470$860 ▲0.1%40,7701.8%ETFTSMTaiwan Semiconductor Manufacturing$931,379$373,276 ▲66.9%4,1121.6%Computer and TechnologyRACEFerrari$911,205$64,280 ▲7.6%1,8571.6%Auto/Tires/TrucksFPEFirst Trust Preferred Securities and Income ETF$860,913$74,742 ▼-8.0%48,3661.5%ETFVNQVanguard Real Estate ETF$854,354$10,420 ▲1.2%9,5931.5%ETFPLDPrologis$789,767$282,458 ▼-26.3%7,5131.4%FinanceBRK.BBerkshire Hathaway$766,060$737,885 ▲2,619.0%1,5771.3%FinanceRCLRoyal Caribbean Cruises$642,567$133,085 ▼-17.2%2,0521.1%Consumer DiscretionaryDIVOAmplify CWP Enhanced Dividend Income ETF$597,402$48,252 ▲8.8%14,0401.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$423,009$319,019 ▲306.8%9600.7%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$420,402$13,599 ▼-3.1%5,0700.7%ETFTSLATesla$402,475$9,530 ▲2.4%1,2670.7%Auto/Tires/TrucksIJRiShares Core S&P Small-Cap ETF$381,962$2,951 ▼-0.8%3,4950.7%ETFIVViShares Core S&P 500 ETF$357,927$65,869 ▼-15.5%5760.6%ETFDISWalt Disney$243,682$163,075 ▼-40.1%1,9650.4%Consumer DiscretionaryVVisa$208,952$355 ▲0.2%5890.4%Business ServicesENBRIDGE INC 6 77$20,000$20,000 ▲New Holding20,0000.0%DebtFMBFirst Trust Managed Municipal ETF$0$2,177,551 ▼-100.0%00.0%ManufacturingXMHQInvesco S&P MidCap Quality ETF$0$2,017,421 ▼-100.0%00.0%ETFMLPAGlobal X MLP ETF$0$1,055,275 ▼-100.0%00.0%ETFZMZoom Communications$0$480,757 ▼-100.0%00.0%Computer and TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$0$448,635 ▼-100.0%00.0%ETFBLOKAmplify Transformational Data Sharing ETF$0$430,870 ▼-100.0%00.0%ETFTRPTC Energy$0$342,535 ▼-100.0%00.0%EnergyPGXInvesco Preferred ETF$0$306,503 ▼-100.0%00.0%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$0$291,885 ▼-100.0%00.0%ManufacturingQQQInvesco QQQ$0$264,840 ▼-100.0%00.0%FinanceABTAbbott Laboratories$0$246,701 ▼-100.0%00.0%MedicalHYDVanEck High Yield Muni ETF$0$230,135 ▼-100.0%00.0%ETFPSCHInvesco S&P SmallCap Health Care ETF$0$193,416 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$190,739 ▼-100.0%00.0%ETFBUFRFT Vest Laddered Buffer ETF$0$187,670 ▼-100.0%00.0%ETFPFEPfizer$0$161,175 ▼-100.0%00.0%MedicalCSCOCisco Systems$0$160,167 ▼-100.0%00.0%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$0$158,068 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$155,067 ▼-100.0%00.0%Retail/WholesaleVNMVanEck Vietnam ETF$0$127,410 ▼-100.0%00.0%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$0$127,001 ▼-100.0%00.0%ETFGOOGAlphabet$0$125,519 ▼-100.0%00.0%Computer and TechnologyCPCanadian Pacific Kansas City$0$125,198 ▼-100.0%00.0%TransportationAVGOBroadcom$0$123,642 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$122,921 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$114,454 ▼-100.0%00.0%MedicalWMWaste Management$0$111,962 ▼-100.0%00.0%Business ServicesALLAllstate$0$110,643 ▼-100.0%00.0%FinanceAMTAmerican Tower$0$104,085 ▼-100.0%00.0%FinanceCMGChipotle Mexican Grill$0$102,931 ▼-100.0%00.0%Retail/WholesaleJNJJohnson & Johnson$0$102,511 ▼-100.0%00.0%MedicalWELLWelltower$0$100,452 ▼-100.0%00.0%FinanceELVElevance Health$0$100,008 ▼-100.0%00.0%MedicalVEAVanguard FTSE Developed Markets ETF$0$99,509 ▼-100.0%00.0%ETFLOWLowe's Companies$0$97,478 ▼-100.0%00.0%Retail/WholesaleRTXRTX$0$97,191 ▼-100.0%00.0%AerospaceUNHUnitedHealth Group$0$94,760 ▼-100.0%00.0%MedicalFEZSPDR EURO STOXX 50 ETF$0$93,792 ▼-100.0%00.0%ETFDUKDuke Energy$0$91,822 ▼-100.0%00.0%UtilitiesNFLXNetflix$0$88,591 ▼-100.0%00.0%Consumer DiscretionaryAXPAmerican Express$0$70,898 ▼-100.0%00.0%FinanceADBEAdobe$0$65,967 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$63,210 ▼-100.0%00.0%MedicalNEENextEra Energy$0$61,816 ▼-100.0%00.0%UtilitiesAVBAvalonBay Communities$0$61,713 ▼-100.0%00.0%FinanceSYKStryker$0$61,225 ▼-100.0%00.0%MedicalCVXChevron$0$60,222 ▼-100.0%00.0%EnergyHONHoneywell International$0$59,121 ▼-100.0%00.0%Multi-Sector ConglomeratesUDRUnited Dominion Realty Trust$0$58,378 ▼-100.0%00.0%FinanceVZVerizon Communications$0$57,657 ▼-100.0%00.0%Computer and TechnologyDGXQuest Diagnostics$0$56,425 ▼-100.0%00.0%MedicalYUMCYum China$0$56,274 ▼-100.0%00.0%Retail/WholesaleMDLZMondelez International$0$55,250 ▼-100.0%00.0%Consumer StaplesLMTLockheed Martin$0$54,064 ▼-100.0%00.0%AerospaceEQIXEquinix$0$54,063 ▼-100.0%00.0%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$0$53,467 ▼-100.0%00.0%ManufacturingAKAMAkamai Technologies$0$52,728 ▼-100.0%00.0%Computer and TechnologyORealty Income$0$52,002 ▼-100.0%00.0%FinanceFCFranklin Covey$0$50,047 ▼-100.0%00.0%Business ServicesNDAQNasdaq$0$49,017 ▼-100.0%00.0%FinanceVXUSVanguard Total International Stock ETF$0$48,708 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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