Wiser Advisor Group LLC Top Holdings and 13F Report (2025) About Wiser Advisor Group LLCInvestment ActivityWiser 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 $5,646,620Vanguard S&P 500 ETF $4,792,220Eli Lilly and Company $3,487,050Amazon.com $2,490,690NYLI FTSE International Equity Currency Neutral ETF $2,274,144 Largest New Holdings this Quarter 032108409 - Amplify YieldShares CWP Dividend & Option Income ETF $526,166 Holding37954Y236 - Global X Data Center & Digital Infrastructure ETF $291,885 Holding33740F755 - FT Vest Laddered Buffer ETF $187,670 Holding654106103 - NIKE $12,188 Holding45256X103 - ImmunityBio $6,020 Holding Largest Purchases this Quarter Eli Lilly and Company 1,710 shares (about $1.41M)Amplify YieldShares CWP Dividend & Option Income ETF 12,906 shares (about $526.17K)Global X MLP ETF 6,417 shares (about $341.57K)Global X Data Center & Digital Infrastructure ETF 17,951 shares (about $291.89K)Alphabet 1,649 shares (about $254.99K) Largest Sales this Quarter First Trust Managed Municipal ETF 14,072 shares (about $709.55K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 9,022 shares (about $455.01K)First Trust Preferred Securities and Income ETF 20,698 shares (about $364.08K)Vanguard Small-Cap ETF 1,546 shares (about $342.81K)Vanguard Growth ETF 551 shares (about $204.33K) 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 PortfolioSectorAAPLApple$5,646,620$72,860 ▼-1.3%25,4208.3%Computer and TechnologyVOOVanguard S&P 500 ETF$4,792,220$127,964 ▼-2.6%9,3257.1%ETFLLYEli Lilly and Company$3,487,050$1,412,330 ▲68.1%4,2225.1%MedicalAMZNAmazon.com$2,490,690$94,940 ▲4.0%13,0913.7%Retail/WholesaleHFXINYLI FTSE International Equity Currency Neutral ETF$2,274,144$12,934 ▲0.6%82,6363.4%ETFBNDVanguard Total Bond Market ETF$2,252,169$138,525 ▼-5.8%30,6633.3%ETFGOOGLAlphabet$2,212,990$254,994 ▲13.0%14,3113.3%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$2,177,551$709,547 ▼-24.6%43,1863.2%ManufacturingVTVVanguard Value ETF$2,036,759$3,973 ▼-0.2%11,7913.0%ETFXMHQInvesco S&P MidCap Quality ETF$2,017,421$163,382 ▲8.8%22,0413.0%ETFMETAMeta Platforms$1,994,593$117,566 ▲6.3%3,4612.9%Computer and TechnologyVUGVanguard Growth ETF$1,961,328$204,328 ▼-9.4%5,2892.9%ETFJPMJPMorgan Chase & Co.$1,811,291$64,268 ▲3.7%7,3842.7%FinanceVBVanguard Small-Cap ETF$1,777,906$342,809 ▼-16.2%8,0182.6%ETFBRK.ABerkshire Hathaway$1,596,8830.0%22.4%FinanceMSFTMicrosoft$1,544,142$60,069 ▲4.0%4,1132.3%Computer and TechnologyHDHome Depot$1,414,675$101,519 ▲7.7%3,8602.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,408,563$112,144 ▼-7.4%63,7942.1%ETFMCDMcDonald's$1,283,973$82,474 ▼-6.0%4,1101.9%Retail/WholesaleWMTWalmart$1,194,457$30,638 ▲2.6%13,6061.8%Retail/WholesaleHYLBXtrackers USD High Yield Corporate Bond ETF$1,179,303$30,438 ▲2.6%32,6231.7%ETFPLDPrologis$1,140,214$63,941 ▼-5.3%10,2001.7%FinanceMLPAGlobal X MLP ETF$1,055,275$341,574 ▲47.9%19,8251.6%ETFKOCoca-Cola$1,027,912$33,161 ▲3.3%14,3521.5%Consumer StaplesSCHASchwab US Small-Cap ETF$954,433$32,708 ▼-3.3%40,7361.4%ETFFPEFirst Trust Preferred Securities and Income ETF$924,621$364,079 ▼-28.3%52,5651.4%ETFVNQVanguard Real Estate ETF$857,935$203,981 ▲31.2%9,4761.3%ETFNVDANVIDIA$815,898$139,487 ▲20.6%7,5281.2%Computer and TechnologyRACEFerrari$738,518$180,993 ▲32.5%1,7261.1%Auto/Tires/TrucksDIVOAmplify YieldShares CWP Dividend & Option Income ETF$526,166$526,166 ▲New Holding12,9060.8%ETFRCLRoyal Caribbean Cruises$508,814$229,654 ▲82.3%2,4770.8%Consumer DiscretionaryZMZoom Video Communications$480,757$112,277 ▲30.5%6,5170.7%Computer and TechnologyPZAInvesco National AMT-Free Municipal Bond ETF$448,635$30,228 ▼-6.3%19,4720.7%ETFBLOKAmplify Transformational Data Sharing ETF$430,870$214,458 ▲99.1%11,6830.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$427,968$91,334 ▼-17.6%5,2340.6%ETFTSMTaiwan Semiconductor Manufacturing$409,026$153,551 ▲60.1%2,4640.6%Computer and TechnologyIVViShares Core S&P 500 ETF$383,157$21,911 ▼-5.4%6820.6%ETFIJRiShares Core S&P Small-Cap ETF$368,250$9,724 ▼-2.6%3,5220.5%ETFTRPTC Energy$342,535$41,826 ▼-10.9%7,2560.5%EnergyDISWalt Disney$323,728$158,903 ▲96.4%3,2800.5%Consumer DiscretionaryTSLATesla$320,581$6,738 ▲2.1%1,2370.5%Auto/Tires/TrucksPGXInvesco Preferred ETF$306,503$471 ▲0.2%27,3180.5%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$291,885$291,885 ▲New Holding17,9510.4%ManufacturingQQQInvesco QQQ$264,840$11,250 ▼-4.1%5650.4%FinanceABTAbbott Laboratories$246,701$2,653 ▼-1.1%1,8600.4%MedicalHYDVanEck High Yield Muni ETF$230,135$141,755 ▼-38.1%4,4970.3%ETFVVisa$205,917$350 ▲0.2%5880.3%Business ServicesPSCHInvesco S&P SmallCap Health Care ETF$193,416$43 ▲0.0%4,4690.3%ETFIVEiShares S&P 500 Value ETF$190,739$762 ▲0.4%1,0010.3%ETFBUFRFT Vest Laddered Buffer ETF$187,670$187,670 ▲New Holding6,3210.3%ETFPFEPfizer$161,175$38,570 ▲31.5%6,3600.2%MedicalCSCOCisco Systems$160,167$864 ▲0.5%2,5960.2%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$158,0680.0%1,4150.2%ETFCOSTCostco Wholesale$155,067$13,237 ▲9.3%1640.2%Retail/WholesaleVNMVanEck Vietnam ETF$127,410$67,880 ▲114.0%10,2090.2%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$127,001$983 ▲0.8%5,2980.2%ETFGOOGAlphabet$125,5190.0%8030.2%Computer and TechnologyCPCanadian Pacific Kansas City$125,198$3,581 ▲2.9%1,7830.2%TransportationAVGOBroadcom$123,642$19,937 ▲19.2%7380.2%Computer and TechnologyORCLOracle$122,921$280 ▲0.2%8790.2%Computer and TechnologyTMOThermo Fisher Scientific$114,4540.0%2300.2%MedicalWMWaste Management$111,962$463 ▲0.4%4840.2%Business ServicesALLAllstate$110,643$414 ▲0.4%5340.2%FinanceAMTAmerican Tower$104,085$871 ▲0.8%4780.2%FinanceCMGChipotle Mexican Grill$102,9310.0%2,0500.2%Retail/WholesaleJNJJohnson & Johnson$102,511$498 ▲0.5%6180.2%MedicalWELLWelltower$100,452$459 ▲0.5%6560.1%FinanceELVElevance Health$100,008$435 ▲0.4%2300.1%MedicalVEAVanguard FTSE Developed Markets ETF$99,509$3,507 ▼-3.4%1,9580.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$99,018$79,718 ▲413.0%2360.1%FinanceLOWLowe's Companies$97,478$466 ▲0.5%4180.1%Retail/WholesaleRTXRTX$97,191$6,356 ▼-6.1%7340.1%AerospaceUNHUnitedHealth Group$94,760$524 ▲0.6%1810.1%MedicalFEZSPDR EURO STOXX 50 ETF$93,792$272 ▲0.3%1,7240.1%ETFDUKDuke Energy$91,822$127,185 ▼-58.1%7530.1%UtilitiesNFLXNetflix$88,5910.0%950.1%Consumer DiscretionaryAXPAmerican Express$70,898$269 ▲0.4%2640.1%FinanceADBEAdobe$65,9670.0%1720.1%Computer and TechnologyMRKMerck & Co., Inc.$63,210$449 ▲0.7%7040.1%MedicalNEENextEra Energy$61,8160.0%8720.1%UtilitiesAVBAvalonBay Communities$61,713$643 ▲1.1%2880.1%FinanceSYKStryker$61,2250.0%1640.1%MedicalCVXChevron$60,222$669 ▲1.1%3600.1%EnergyHONHoneywell International$59,121$212 ▲0.4%2790.1%Multi-Sector ConglomeratesUDRUDR$58,378$587 ▲1.0%1,2920.1%FinanceVZVerizon Communications$57,657$161,721 ▼-73.7%1,2710.1%Computer and TechnologyDGXQuest Diagnostics$56,425$169 ▲0.3%3330.1%MedicalYUMCYum China$56,274$176,735 ▼-75.8%1,0810.1%Retail/WholesaleMDLZMondelez International$55,250$407 ▲0.7%8140.1%Consumer StaplesLMTLockheed Martin$54,064$447 ▲0.8%1210.1%AerospaceEQIXEquinix$54,0630.0%660.1%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$53,467$234 ▲0.4%9130.1%ManufacturingAKAMAkamai Technologies$52,7280.0%6550.1%Computer and TechnologyORealty Income$52,002$696 ▲1.4%8960.1%FinanceFCFranklin Covey$50,0470.0%1,8120.1%Business ServicesNDAQNasdaq$49,017$152 ▲0.3%6460.1%FinanceVXUSVanguard Total International Stock ETF$48,708$11,059 ▲29.4%7840.1%ETFMARMarriott International$48,332$238 ▲0.5%2030.1%Consumer DiscretionaryEBAYeBay$46,907$203 ▲0.4%6930.1%Retail/WholesaleVICIVICI Properties$46,167$685 ▲1.5%1,4150.1%FinanceShowing 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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