Wiser Advisor Group LLC Top Holdings and 13F Report (2026) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $82.72 million in total holdings as of March 31, 2026.Wiser Advisor Group LLC owns shares of 224 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 6.02% of the portfolio was purchased this quarter.About 8.28% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 233 new stocks and bought additional shares in 89 stocks.Wiser Advisor Group LLC sold shares of 57 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $5,546,249Vanguard S&P 500 ETF $4,948,437Alphabet $4,010,141Eli Lilly and Company $3,937,424FT Vest Laddered Buffer ETF $3,921,240 Largest New Holdings this Quarter 670346105 - Nucor $718,677 HoldingG0593M107 - AstraZeneca $16,961 Holding369550108 - General Dynamics $11,326 Holding097023105 - Boeing $10,150 Holding92537N108 - Vertiv $6,266 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 64,265 shares (about $2.17M)Blackstone 8,645 shares (about $994.09K)Nucor 4,250 shares (about $718.68K)Global X MLP ETF 9,973 shares (about $537.25K)Schwab US Small-Cap ETF 9,443 shares (about $274.60K) Largest Sales this Quarter Ferrari 2,118 shares (about $716.73K)Zoom Communications 7,180 shares (about $577.09K)Alphabet 1,116 shares (about $320.93K)Apple 820 shares (about $208.10K)SPDR Dow Jones Industrial Average ETF Trust 354 shares (about $163.97K) 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$5,546,249$208,105 ▼-3.6%21,8546.7%Computer and TechnologyVOOVanguard S&P 500 ETF$4,948,437$78,879 ▼-1.6%8,2816.0%ETFGOOGLAlphabet$4,010,141$320,926 ▼-7.4%13,9454.8%Computer and TechnologyLLYEli Lilly and Company$3,937,424$47,827 ▼-1.2%4,2814.8%MedicalBUFRFT Vest Laddered Buffer ETF$3,921,240$2,170,231 ▲123.9%116,1164.7%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$2,873,146$40,901 ▲1.4%85,5613.5%ETFAMZNAmazon.com$2,788,528$46,028 ▼-1.6%13,3893.4%Retail/WholesaleXMHQInvesco S&P MidCap Quality ETF$2,373,847$43,208 ▲1.9%22,9652.9%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,080,360$1,636 ▼-0.1%12,7182.5%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$2,064,741$3,019 ▼-0.1%86,1752.5%ManufacturingVTVVanguard Value ETF$2,046,833$34,336 ▼-1.6%10,4322.5%ETFMETAMeta Platforms$2,007,515$94,397 ▼-4.5%3,5092.4%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,988,607$88,885 ▼-4.3%27,0042.4%ETFSCHXSchwab US Large-Cap ETF$1,965,152$20,281 ▼-1.0%76,6442.4%ETFMLPAGlobal X MLP ETF$1,939,827$537,252 ▲38.3%36,0092.3%ETFJPMJPMorgan Chase & Co.$1,893,887$588 ▲0.0%6,4382.3%FinanceWALMART INC$1,832,399$11,807 ▼-0.6%14,7442.2%Common StockVBVanguard Small-Cap ETF$1,811,476$17,811 ▼-1.0%6,9162.2%ETFHMOPHartford Municipal Opportunities ETF$1,751,998$71,244 ▼-3.9%45,2242.1%ETFNVDANVIDIA$1,727,961$149,287 ▼-8.0%9,9082.1%Computer and TechnologyVUGVanguard Growth ETF$1,679,756$134,520 ▼-7.4%3,8462.0%ETFMSFTMicrosoft$1,604,587$71,068 ▼-4.2%4,3351.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,486,388$19,940 ▼-1.3%4,3981.8%Computer and TechnologySCHASchwab US Small-Cap ETF$1,441,329$274,604 ▲23.5%49,5641.7%ETFBRK.ABerkshire Hathaway$1,436,2800.0%21.7%FinanceMCDMcDonald's$1,423,936$3,729 ▼-0.3%4,5821.7%Retail/WholesaleHDHome Depot$1,248,078$6,577 ▼-0.5%3,7951.5%Retail/WholesaleHYLBXtrackers USD High Yield Corporate Bond ETF$1,246,955$14,102 ▼-1.1%34,4851.5%ETFKOCocaCola$1,193,871$684 ▼-0.1%15,6981.4%Consumer StaplesBXBlackstone$1,006,050$994,091 ▲8,312.5%8,7491.2%FinancePLDPrologis$881,687$7,138 ▲0.8%6,6701.1%FinanceVNQVanguard Real Estate ETF$826,100$59,786 ▼-6.7%9,3131.0%ETFFPEFirst Trust Preferred Securities and Income ETF$774,819$34,683 ▼-4.3%43,6520.9%ETFNUENucor$718,677$718,677 ▲New Holding4,2500.9%Basic MaterialsBRK.BBerkshire Hathaway$668,960$24,918 ▼-3.6%1,3960.8%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$660,909$18,523 ▲2.9%14,7360.8%ETFRCLRoyal Caribbean Cruises$615,789$825 ▲0.1%2,2380.7%Consumer DiscretionaryTRPTC Energy$453,020$3,443 ▼-0.8%7,2370.5%EnergyIJRiShares Core S&P Small-Cap ETF$435,117$21,259 ▼-4.7%3,5000.5%ETFTSLATesla$434,205$23,792 ▼-5.2%1,1680.5%Auto/Tires/TrucksVCITVanguard Intermediate-Term Corporate Bond ETF$416,417$7,117 ▼-1.7%5,0320.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$386,762$163,969 ▼-29.8%8350.5%FinancePZAInvesco National AMT-Free Municipal Bond ETF$383,4210.0%16,6850.5%ETFQQQInvesco QQQ$356,9120.0%6180.4%FinanceIVViShares Core S&P 500 ETF$325,807$49,622 ▼-13.2%4990.4%ETFPGXInvesco Preferred ETF$294,824$435 ▲0.1%27,0980.4%ETFGOOGAlphabet$231,199$287 ▲0.1%8060.3%Computer and TechnologyAVGOBroadcom$227,904$929 ▼-0.4%7360.3%Computer and TechnologyHYDVanEck High Yield Muni ETF$207,341$14,993 ▼-6.7%4,1350.3%ETFVNMVanEck Vietnam ETF$201,682$4,864 ▲2.5%11,6510.2%ETFARKXARK Space Exploration & Innovation ETF$196,380$1,996 ▼-1.0%6,6910.2%ETFCOSTCostco Wholesale$193,0510.0%1940.2%Retail/WholesaleFPXFirst Trust US Equity Opportunities ETF$187,233$23,980 ▼-11.4%1,1790.2%ETFIVEiShares S&P 500 Value ETF$186,418$26,601 ▼-12.5%8830.2%ETFVVisa$180,423$1,813 ▲1.0%5970.2%Business ServicesRTXRTX$143,872$579 ▲0.4%7460.2%AerospaceJNJJohnson & Johnson$131,538$489 ▲0.4%5380.2%MedicalORCLOracle$130,694$294 ▲0.2%8880.2%Computer and TechnologyWELLWelltower$130,333$396 ▲0.3%6590.2%FinanceCSCOCisco Systems$127,360$621 ▲0.5%1,6410.2%Computer and TechnologyMMITNYLI MacKay Shields Municipal Intermediate ETF$121,707$9,497 ▼-7.2%5,0490.1%ETFABTAbbott Laboratories$119,726$26,697 ▼-18.2%1,1660.1%MedicalALLAllstate$112,943$622 ▲0.6%5450.1%FinanceWMWaste Management$112,836$460 ▲0.4%4910.1%Business ServicesFEZSPDR EURO STOXX 50 ETF$110,116$186 ▲0.2%1,7740.1%ETFTMOThermo Fisher Scientific$102,050$491 ▲0.5%2080.1%MedicalNFLXNetflix$97,690$1,346 ▼-1.4%1,0160.1%Consumer DiscretionaryAMTAmerican Tower$82,787$862 ▲1.1%4800.1%FinanceLOWLowe's Companies$81,859$237 ▲0.3%3460.1%Retail/WholesalePALANTIR TECHNOLOGIES$81,477$38,617 ▲90.1%5570.1%Common StockAXPAmerican Express$80,5180.0%2660.1%FinanceMRKMerck & Co., Inc.$80,039$602 ▲0.8%6650.1%MedicalCVXChevron$77,798$828 ▲1.1%3760.1%EnergyXPOXPO$75,2910.0%3870.1%TransportationPSCHInvesco S&P SmallCap Health Care ETF$74,8190.0%1,8180.1%ETFVEAVanguard FTSE Developed Markets ETF$71,003$14,226 ▼-16.7%1,1080.1%ETFNEENextEra Energy$67,152$13,839 ▼-17.1%7230.1%UtilitiesMARMarriott International$66,886$326 ▲0.5%2050.1%Consumer DiscretionaryDGXQuest Diagnostics$66,560$392 ▲0.6%3400.1%MedicalLMTLockheed Martin$66,422$1,208 ▲1.9%1100.1%AerospaceCMGChipotle Mexican Grill$65,6210.0%2,0500.1%Retail/WholesaleEQIXEquinix$65,502$978 ▲1.5%670.1%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$63,018$205 ▲0.3%9230.1%ManufacturingORealty Income$57,922$734 ▲1.3%9470.1%FinanceNDAQNasdaq$55,528$170 ▲0.3%6540.1%FinanceSYKStryker$54,5340.0%1660.1%MedicalSCHWCharles Schwab$51,657$188 ▲0.4%5500.1%FinanceAVBAvalonBay Communities$47,882$490 ▲1.0%2930.1%FinanceHSTHost Hotels & Resorts$46,656$881 ▲1.9%2,4350.1%FinanceVXUSVanguard Total International Stock ETF$46,581$1,311 ▲2.9%6040.1%ETFUDRUnited Dominion Realty Trust$45,678$507 ▲1.1%1,3520.1%FinanceSUISun Communities$45,373$378 ▲0.8%3600.1%FinanceMPLXMplx$44,834$856 ▲1.9%7860.1%EnergyMUMicron Technology$44,2360.0%1310.1%Computer and TechnologyDLRDigital Realty Trust$44,204$1,624 ▼-3.5%2450.1%FinanceLITELumentum$42,870$42,167 ▲6,000.0%610.1%Computer and TechnologyADBEAdobe$41,8100.0%1720.1%Computer and TechnologyVVVanguard Large-Cap ETF$41,5400.0%1390.1%ETFVICIVICI Properties$39,932$656 ▲1.7%1,4620.0%FinanceUALUnited Airlines$39,4060.0%4280.0%TransportationShowing 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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