Wiser Advisor Group LLC Top Holdings and 13F Report (2025) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $68.75 million in total holdings as of December 31, 2024.Wiser Advisor Group LLC owns shares of 268 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.15% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 261 new stocks and bought additional shares in 136 stocks.Wiser Advisor Group LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $6,447,890Vanguard S&P 500 ETF $5,158,579First Trust Managed Municipal ETF $2,920,757Amazon.com $2,762,557Vanguard Growth ETF $2,396,898 Largest New Holdings this Quarter SOUTH BOW $26,754 HoldingSPDR S&P 500 ETF Trust $20,513 HoldingRealReal $8,744 HoldingiShares Russell 2000 ETF $4,419 HoldingGeneral Electric $1,835 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 46,362 shares (about $1.07M)Eli Lilly and Company 903 shares (about $697.22K)Schwab US Small-Cap ETF 21,167 shares (about $547.38K)Alphabet 645 shares (about $122.10K)Ferrari 175 shares (about $74.35K) Largest Sales this Quarter Vanguard S&P 500 ETF 509 shares (about $274.25K)Walt Disney 935 shares (about $104.13K)Jacobs Solutions 685 shares (about $91.51K)Vanguard Value ETF 283 shares (about $47.91K)CVS Health 744 shares (about $35.71K) 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$6,447,890$26,545 ▲0.4%25,7489.4%Computer and TechnologyVOOVanguard S&P 500 ETF$5,158,579$274,255 ▼-5.0%9,5747.5%ETFFMBFirst Trust Managed Municipal ETF$2,920,757$33,565 ▼-1.1%57,2584.2%ManufacturingAMZNAmazon.com$2,762,557$47,827 ▲1.8%12,5924.0%Retail/WholesaleVUGVanguard Growth ETF$2,396,898$1,642 ▲0.1%5,8403.5%ETFGOOGLAlphabet$2,396,894$122,097 ▲5.4%12,6623.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$2,340,629$13,160 ▼-0.6%32,5493.4%ETFVBVanguard Small-Cap ETF$2,298,083$8,170 ▲0.4%9,5643.3%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$2,141,244$10,685 ▼-0.5%82,1663.1%ETFVTVVanguard Value ETF$2,000,136$47,913 ▼-2.3%11,8142.9%ETFXMHQInvesco S&P MidCap Quality ETF$1,994,609$72,474 ▲3.8%20,2562.9%ETFLLYEli Lilly and Company$1,939,541$697,216 ▲56.1%2,5122.8%MedicalMETAMeta Platforms$1,907,288$72,028 ▲3.9%3,2572.8%Computer and TechnologyJPMJPMorgan Chase & Co.$1,707,330$69,281 ▲4.2%7,1222.5%FinanceMSFTMicrosoft$1,666,031$47,625 ▲2.9%3,9532.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,596,478$1,074,672 ▲206.0%68,8732.3%ETFHDHome Depot$1,393,724$18,671 ▲1.4%3,5832.0%Retail/WholesaleBRK.ABerkshire Hathaway$1,361,8400.0%22.0%FinanceFPEFirst Trust Preferred Securities and Income ETF$1,296,764$12,779 ▲1.0%73,2631.9%ETFMCDMcDonald's$1,267,924$27,538 ▲2.2%4,3741.8%Retail/WholesaleWMTWalmart$1,197,765$5,602 ▼-0.5%13,2571.7%Retail/WholesaleHYLBXtrackers USD High Yield Corporate Bond ETF$1,146,647$26,230 ▼-2.2%31,7811.7%ETFPLDPrologis$1,138,613$3,488 ▲0.3%10,7721.7%FinanceSCHASchwab US Small-Cap ETF$1,089,540$547,382 ▲101.0%42,1321.6%ETFKOCoca-Cola$864,746$23,472 ▲2.8%13,8891.3%Consumer StaplesNVDANVIDIA$838,121$56,269 ▲7.2%6,2411.2%Computer and TechnologyMLPAGlobal X MLP ETF$662,487$36,514 ▲5.8%13,4081.0%ETFVNQVanguard Real Estate ETF$643,437$29,130 ▲4.7%7,2230.9%ETFRACEFerrari$553,569$74,347 ▲15.5%1,3030.8%Auto/Tires/TrucksVCITVanguard Intermediate-Term Corporate Bond ETF$509,764$4,334 ▲0.9%6,3510.7%ETFPZAInvesco National AMT-Free Municipal Bond ETF$490,710$16,315 ▼-3.2%20,7840.7%ETFTSLATesla$489,050$9,288 ▼-1.9%1,2110.7%Auto/Tires/TrucksKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$462,022$21,540 ▲4.9%9,2020.7%ETFIVViShares Core S&P 500 ETF$424,448$12,363 ▲3.0%7210.6%ETFIJRiShares Core S&P Small-Cap ETF$416,513$3,917 ▲0.9%3,6150.6%ETFZMZoom Video Communications$407,642$46,926 ▲13.0%4,9950.6%Computer and TechnologyTRPTC Energy$378,838$6,747 ▲1.8%8,1420.6%Oils/EnergyHYDVanEck High Yield Muni ETF$377,248$4,828 ▲1.3%7,2670.5%ETFPGXInvesco Preferred ETF$314,498$22,784 ▼-6.8%27,2760.5%ETFRCLRoyal Caribbean Cruises$313,406$19,602 ▲6.7%1,3590.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$303,981$41,676 ▲15.9%1,5390.4%Computer and TechnologyQQQInvesco QQQ$301,005$23,508 ▲8.5%5890.4%FinanceBLOKAmplify Transformational Data Sharing ETF$253,449$24,619 ▲10.8%5,8680.4%ETFYUMCYum China$215,591$1,589 ▼-0.7%4,4760.3%Retail/WholesaleABTAbbott Laboratories$212,662$3,846 ▼-1.8%1,8800.3%MedicalPSCHInvesco S&P SmallCap Health Care ETF$197,881$89 ▲0.0%4,4680.3%ETFDUKDuke Energy$193,531$12,284 ▼-6.0%1,7960.3%UtilitiesVZVerizon Communications$193,398$33,113 ▼-14.6%4,8360.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$190,349$955 ▲0.5%9970.3%ETFDISWalt Disney$185,995$104,135 ▼-35.9%1,6700.3%Consumer DiscretionaryVVisa$185,391$316 ▲0.2%5870.3%Business ServicesROBOROBO Global Robotics & Automation ETF$177,688$20,031 ▲12.7%3,1580.3%ETFFPXFirst Trust US Equity Opportunities ETF$169,053$119 ▲0.1%1,4150.2%ETFCSCOCisco Systems$152,858$829 ▲0.5%2,5820.2%Computer and TechnologyGOOGAlphabet$152,834$190 ▲0.1%8030.2%Computer and TechnologyORCLOracle$146,187$333 ▲0.2%8770.2%Computer and TechnologyAVGOBroadcom$143,583$232 ▲0.2%6190.2%Computer and TechnologyCOSTCostco Wholesale$137,2720.0%1500.2%Retail/WholesalePFEPfizer$128,349$1,380 ▲1.1%4,8380.2%MedicalMMITNYLI MacKay Shields Municipal Intermediate ETF$126,222$1,201 ▲1.0%5,2570.2%ETFCPCanadian Pacific Kansas City$125,338$10,855 ▲9.5%1,7320.2%TransportationCMGChipotle Mexican Grill$123,6150.0%2,0500.2%Retail/WholesaleTMOThermo Fisher Scientific$119,5750.0%2300.2%MedicalJJacobs Solutions$112,485$91,511 ▼-44.9%8420.2%Business ServicesLOWLowe's Companies$102,692$494 ▲0.5%4160.1%Retail/WholesaleALLAllstate$102,525$578 ▲0.6%5320.1%FinanceWMWaste Management$97,239$403 ▲0.4%4820.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$96,945$622 ▲0.6%2,0270.1%ETFUNHUnitedHealth Group$91,142$506 ▲0.6%1800.1%MedicalRTXRTX$90,513$463 ▲0.5%7820.1%AerospaceJNJJohnson & Johnson$88,904$578 ▲0.7%6150.1%MedicalAMTAmerican Tower$86,969$550 ▲0.6%4740.1%FinanceNFLXNetflix$84,675$2,674 ▲3.3%950.1%Consumer DiscretionaryELVElevance Health$84,483$39,844 ▲89.3%2290.1%MedicalCOINCoinbase Global$83,4290.0%3360.1%FinanceFEZSPDR EURO STOXX 50 ETF$82,785$241 ▲0.3%1,7190.1%ETFWELLWelltower$82,277$1,134 ▲1.4%6530.1%FinanceAXPAmerican Express$78,036$297 ▲0.4%2630.1%FinanceADBEAdobe$76,4850.0%1720.1%Computer and TechnologyMRKMerck & Co., Inc.$69,494$497 ▲0.7%6990.1%MedicalFCFranklin Covey$68,095$34,085 ▲100.2%1,8120.1%Business ServicesILMNIllumina$66,814$5,078 ▼-7.1%5000.1%MedicalAVBAvalonBay Communities$62,774$441 ▲0.7%2850.1%FinanceHONHoneywell International$62,729$451 ▲0.7%2780.1%Multi-Sector ConglomeratesAKAMAkamai Technologies$62,6510.0%6550.1%Computer and TechnologyNEENextEra Energy$62,5140.0%8720.1%UtilitiesEQIXEquinix$62,1750.0%660.1%FinanceSYKStryker$59,0910.0%1640.1%MedicalLMTLockheed Martin$58,185$970 ▲1.7%1200.1%AerospaceMARMarriott International$56,4700.0%2020.1%Consumer DiscretionaryUDRUDR$55,534$521 ▲0.9%1,2790.1%FinanceVNMVanEck VietnamETF$54,760$21,697 ▲65.6%4,7700.1%ETFPAWZProShares Pet Care ETF$53,964$20,366 ▼-27.4%9910.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$53,777$237 ▲0.4%9090.1%ManufacturingCVXChevron$51,582$435 ▲0.8%3560.1%Oils/EnergyXPOXPO$50,7550.0%3870.1%TransportationDGXQuest Diagnostics$50,070$302 ▲0.6%3320.1%MedicalNDAQNasdaq$49,797$155 ▲0.3%6440.1%FinanceMDLZMondelez International$48,234$358 ▲0.7%8080.1%Consumer StaplesORealty Income$47,193$641 ▲1.4%8840.1%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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