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Wiser Advisor Group LLC Top Holdings and 13F Report (2025)

About Wiser Advisor Group LLC

Investment Activity

  • Wiser Advisor Group LLC has $67.73 million in total holdings as of March 31, 2025.
  • Wiser Advisor Group LLC owns shares of 275 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 8.03% of the portfolio was purchased this quarter.
  • About 5.80% of the portfolio was sold this quarter.
  • This quarter, Wiser Advisor Group LLC has purchased 268 new stocks and bought additional shares in 113 stocks.
  • Wiser Advisor Group LLC sold shares of 53 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$5,646,620
Amazon.com
$2,490,690

Largest New Holdings this Quarter

33740F755 - FT Vest Laddered Buffer ETF
$187,670 Holding
654106103 - NIKE
$12,188 Holding
45256X103 - ImmunityBio
$6,020 Holding

Largest Purchases this Quarter

Eli Lilly and Company
1,710 shares (about $1.41M)
Global X MLP ETF
6,417 shares (about $341.57K)
Alphabet
1,649 shares (about $254.99K)

Largest Sales this Quarter

First Trust Managed Municipal ETF
14,072 shares (about $709.55K)
Vanguard Small-Cap ETF
1,546 shares (about $342.81K)
Vanguard Growth ETF
551 shares (about $204.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWiser Advisor Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$5,646,620$72,860 -1.3%25,4208.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,792,220$127,964 -2.6%9,3257.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,487,050$1,412,330 68.1%4,2225.1%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,490,690$94,940 4.0%13,0913.7%Retail/Wholesale
NYLI FTSE International Equity Currency Neutral ETF stock logo
HFXI
NYLI FTSE International Equity Currency Neutral ETF
$2,274,144$12,934 0.6%82,6363.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$2,252,169$138,525 -5.8%30,6633.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,212,990$254,994 13.0%14,3113.3%Computer and Technology
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$2,177,551$709,547 -24.6%43,1863.2%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,036,759$3,973 -0.2%11,7913.0%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$2,017,421$163,382 8.8%22,0413.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,994,593$117,566 6.3%3,4612.9%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,961,328$204,328 -9.4%5,2892.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,811,291$64,268 3.7%7,3842.7%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,777,906$342,809 -16.2%8,0182.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596,8830.0%22.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$1,544,142$60,069 4.0%4,1132.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$1,414,675$101,519 7.7%3,8602.1%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,408,563$112,144 -7.4%63,7942.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,283,973$82,474 -6.0%4,1101.9%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$1,194,457$30,638 2.6%13,6061.8%Retail/Wholesale
Xtrackers USD High Yield Corporate Bond ETF stock logo
HYLB
Xtrackers USD High Yield Corporate Bond ETF
$1,179,303$30,438 2.6%32,6231.7%ETF
Prologis, Inc. stock logo
PLD
Prologis
$1,140,214$63,941 -5.3%10,2001.7%Finance
Global X MLP ETF stock logo
MLPA
Global X MLP ETF
$1,055,275$341,574 47.9%19,8251.6%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,027,912$33,161 3.3%14,3521.5%Consumer Staples
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$954,433$32,708 -3.3%40,7361.4%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$924,621$364,079 -28.3%52,5651.4%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$857,935$203,981 31.2%9,4761.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$815,898$139,487 20.6%7,5281.2%Computer and Technology
Ferrari stock logo
RACE
Ferrari
$738,518$180,993 32.5%1,7261.1%Auto/Tires/Trucks
Amplify YieldShares CWP Dividend & Option Income ETF stock logo
DIVO
Amplify YieldShares CWP Dividend & Option Income ETF
$526,166$526,166 New Holding12,9060.8%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$508,814$229,654 82.3%2,4770.8%Consumer Discretionary
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$480,757$112,277 30.5%6,5170.7%Computer and Technology
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$448,635$30,228 -6.3%19,4720.7%ETF
Amplify Transformational Data Sharing ETF stock logo
BLOK
Amplify Transformational Data Sharing ETF
$430,870$214,458 99.1%11,6830.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$427,968$91,334 -17.6%5,2340.6%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$409,026$153,551 60.1%2,4640.6%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$383,157$21,911 -5.4%6820.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$368,250$9,724 -2.6%3,5220.5%ETF
TC Energy Co. stock logo
TRP
TC Energy
$342,535$41,826 -10.9%7,2560.5%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$323,728$158,903 96.4%3,2800.5%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$320,581$6,738 2.1%1,2370.5%Auto/Tires/Trucks
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$306,503$471 0.2%27,3180.5%ETF
VPN
Global X Data Center & Digital Infrastructure ETF
$291,885$291,885 New Holding17,9510.4%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$264,840$11,250 -4.1%5650.4%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$246,701$2,653 -1.1%1,8600.4%Medical
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$230,135$141,755 -38.1%4,4970.3%ETF
Visa Inc. stock logo
V
Visa
$205,917$350 0.2%5880.3%Business Services
Invesco S&P SmallCap Health Care ETF stock logo
PSCH
Invesco S&P SmallCap Health Care ETF
$193,416$43 0.0%4,4690.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$190,739$762 0.4%1,0010.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$187,670$187,670 New Holding6,3210.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$161,175$38,570 31.5%6,3600.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$160,167$864 0.5%2,5960.2%Computer and Technology
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$158,0680.0%1,4150.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$155,067$13,237 9.3%1640.2%Retail/Wholesale
VanEck Vietnam ETF stock logo
VNM
VanEck Vietnam ETF
$127,410$67,880 114.0%10,2090.2%ETF
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$127,001$983 0.8%5,2980.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$125,5190.0%8030.2%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$125,198$3,581 2.9%1,7830.2%Transportation
Broadcom Inc. stock logo
AVGO
Broadcom
$123,642$19,937 19.2%7380.2%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$122,921$280 0.2%8790.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$114,4540.0%2300.2%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$111,962$463 0.4%4840.2%Business Services
The Allstate Co. stock logo
ALL
Allstate
$110,643$414 0.4%5340.2%Finance
American Tower Co. stock logo
AMT
American Tower
$104,085$871 0.8%4780.2%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$102,9310.0%2,0500.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$102,511$498 0.5%6180.2%Medical
Welltower Inc. stock logo
WELL
Welltower
$100,452$459 0.5%6560.1%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$100,008$435 0.4%2300.1%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$99,509$3,507 -3.4%1,9580.1%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$99,018$79,718 413.0%2360.1%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$97,478$466 0.5%4180.1%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$97,191$6,356 -6.1%7340.1%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$94,760$524 0.6%1810.1%Medical
SPDR EURO STOXX 50 ETF stock logo
FEZ
SPDR EURO STOXX 50 ETF
$93,792$272 0.3%1,7240.1%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$91,822$127,185 -58.1%7530.1%Utilities
Netflix, Inc. stock logo
NFLX
Netflix
$88,5910.0%950.1%Consumer Discretionary
American Express stock logo
AXP
American Express
$70,898$269 0.4%2640.1%Finance
Adobe Inc. stock logo
ADBE
Adobe
$65,9670.0%1720.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$63,210$449 0.7%7040.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$61,8160.0%8720.1%Utilities
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$61,713$643 1.1%2880.1%Finance
Stryker Co. stock logo
SYK
Stryker
$61,2250.0%1640.1%Medical
Chevron Co. stock logo
CVX
Chevron
$60,222$669 1.1%3600.1%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$59,121$212 0.4%2790.1%Multi-Sector Conglomerates
UDR, Inc. stock logo
UDR
UDR
$58,378$587 1.0%1,2920.1%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$57,657$161,721 -73.7%1,2710.1%Computer and Technology
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$56,425$169 0.3%3330.1%Medical
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$56,274$176,735 -75.8%1,0810.1%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$55,250$407 0.7%8140.1%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$54,064$447 0.8%1210.1%Aerospace
Equinix, Inc. stock logo
EQIX
Equinix
$54,0630.0%660.1%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$53,467$234 0.4%9130.1%Manufacturing
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$52,7280.0%6550.1%Computer and Technology
Realty Income Co. stock logo
O
Realty Income
$52,002$696 1.4%8960.1%Finance
Franklin Covey Co. stock logo
FC
Franklin Covey
$50,0470.0%1,8120.1%Business Services
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$49,017$152 0.3%6460.1%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$48,708$11,059 29.4%7840.1%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$48,332$238 0.5%2030.1%Consumer Discretionary
eBay Inc. stock logo
EBAY
eBay
$46,907$203 0.4%6930.1%Retail/Wholesale
VICI Properties Inc. stock logo
VICI
VICI Properties
$46,167$685 1.5%1,4150.1%Finance

Showing largest 100 holdings. View all holdings.
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