Wiser Advisor Group LLC Top Holdings and 13F Report (2024) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $67.01 million in total holdings as of September 30, 2024.Wiser Advisor Group LLC owns shares of 261 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 3.38% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 303 new stocks and bought additional shares in 101 stocks.Wiser Advisor Group LLC sold shares of 78 stocks and completely divested from 44 stocks this quarter.Largest Holdings Apple $5,974,611Vanguard S&P 500 ETF $5,320,656First Trust Managed Municipal ETF $3,009,296Vanguard Total Bond Market ETF $2,458,466Amazon.com $2,305,650 Largest New Holdings this Quarter TC Energy $380,263 HoldingAMENTUM HOLDINGS $49,153 Holding Largest Purchases this Quarter TC Energy 7,997 shares (about $380.26K)NVIDIA 2,083 shares (about $252.98K)Zoom Video Communications 2,455 shares (about $171.21K)Taiwan Semiconductor Manufacturing 792 shares (about $137.52K)Microsoft 308 shares (about $132.54K) Largest Sales this Quarter Vanguard S&P 500 ETF 391 shares (about $206.33K)Thermo Fisher Scientific 265 shares (about $163.71K)Abbott Laboratories 1,363 shares (about $155.41K)ProShares Pet Care ETF 2,530 shares (about $150.89K)Duke Energy 1,159 shares (about $133.62K) 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$5,974,611$34,950 ▲0.6%25,6428.9%Computer and TechnologyVOOVanguard S&P 500 ETF$5,320,656$206,325 ▼-3.7%10,0837.9%ETFFMBFirst Trust Managed Municipal ETF$3,009,296$15,900 ▼-0.5%57,9164.5%ManufacturingBNDVanguard Total Bond Market ETF$2,458,466$74,208 ▼-2.9%32,7323.7%ETFAMZNAmazon.com$2,305,650$18,074 ▲0.8%12,3743.4%Retail/WholesaleHFXINYLI FTSE International Equity Currency Neutral ETF$2,282,387$54,644 ▼-2.3%82,5763.4%ETFVBVanguard Small-Cap ETF$2,260,561$102,947 ▼-4.4%9,5303.4%ETFVUGVanguard Growth ETF$2,240,694$2,304 ▲0.1%5,8363.3%ETFVTVVanguard Value ETF$2,111,792$30,550 ▼-1.4%12,0973.2%ETFXMHQInvesco S&P MidCap Quality ETF$2,002,364$25,645 ▼-1.3%19,5203.0%ETFGOOGLAlphabet$1,993,006$82,095 ▲4.3%12,0173.0%Computer and TechnologyMETAMeta Platforms$1,793,735$13,736 ▲0.8%3,1342.7%Computer and TechnologyMSFTMicrosoft$1,652,466$132,542 ▲8.7%3,8402.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,527,380$19,270 ▲1.3%22,5112.3%ETFJPMJPMorgan Chase & Co.$1,440,833$20,243 ▼-1.4%6,8332.2%FinanceHDHome Depot$1,432,397$18,639 ▲1.3%3,5352.1%Retail/WholesaleLLYEli Lilly and Company$1,425,780$113,424 ▲8.6%1,6092.1%MedicalBRK.ABerkshire Hathaway$1,382,3600.0%22.1%FinancePLDPrologis$1,356,059$10,354 ▲0.8%10,7392.0%FinanceFPEFirst Trust Preferred Securities and Income ETF$1,312,998$2,063 ▲0.2%72,5412.0%ETFMCDMcDonald's$1,303,020$22,534 ▲1.8%4,2791.9%Retail/WholesaleHYLBXtrackers USD High Yield Corporate Bond ETF$1,200,188$112,162 ▼-8.5%32,5081.8%ETFSCHASchwab US Small-Cap ETF$1,079,721$5,305 ▲0.5%20,9651.6%ETFWMTWalmart$1,075,508$17,361 ▼-1.6%13,3191.6%Retail/WholesaleKOCoca-Cola$970,993$7,761 ▲0.8%13,5121.4%Consumer StaplesNVDANVIDIA$707,081$252,980 ▲55.7%5,8221.1%Computer and TechnologyVNQVanguard Real Estate ETF$671,854$4,482 ▲0.7%6,8961.0%ETFMLPAGlobal X MLP ETF$607,867$17,897 ▲3.0%12,6690.9%ETFRACEFerrari$530,273$77,096 ▲17.0%1,1280.8%Auto/Tires/TrucksVCITVanguard Intermediate-Term Corporate Bond ETF$527,361$19,095 ▼-3.5%6,2970.8%ETFPZAInvesco National AMT-Free Municipal Bond ETF$518,621$10,988 ▼-2.1%21,4750.8%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$477,933$3,922 ▼-0.8%8,7730.7%ETFIJRiShares Core S&P Small-Cap ETF$418,804$1,754 ▲0.4%3,5810.6%ETFIVViShares Core S&P 500 ETF$403,598$21,910 ▼-5.1%7000.6%ETFHYDVanEck High Yield Muni ETF$380,708$3,874 ▲1.0%7,1740.6%ETFTRPTC Energy$380,263$380,263 ▲New Holding7,9970.6%Oils/EnergyPGXInvesco Preferred ETF$361,257$28,824 ▼-7.4%29,2520.5%ETFTSLATesla$322,852$39,245 ▼-10.8%1,2340.5%Auto/Tires/TrucksZMZoom Video Communications$308,251$171,212 ▲124.9%4,4200.5%Computer and TechnologyQQQInvesco QQQ$265,0660.0%5430.4%FinanceVZVerizon Communications$254,374$81,827 ▼-24.3%5,6640.4%Computer and TechnologyDISWalt Disney$250,573$86,667 ▼-25.7%2,6050.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$230,582$137,516 ▲147.8%1,3280.3%Computer and TechnologyRCLRoyal Caribbean Cruises$225,956$15,430 ▲7.3%1,2740.3%Consumer DiscretionaryDUKDuke Energy$220,210$133,625 ▼-37.8%1,9100.3%UtilitiesABTAbbott Laboratories$218,238$155,412 ▼-41.6%1,9140.3%MedicalPSCHInvesco S&P SmallCap Health Care ETF$206,171$46 ▼0.0%4,4660.3%ETFYUMCYum China$202,990$28,002 ▼-12.1%4,5090.3%Retail/WholesaleJJacobs Solutions$199,940$88,644 ▼-30.7%1,5270.3%Business ServicesBLOKAmplify Transformational Data Sharing ETF$198,770$23,711 ▼-10.7%5,2980.3%ETFIVEiShares S&P 500 Value ETF$195,554$986 ▲0.5%9920.3%ETFVVisa$160,987$6,593 ▼-3.9%5860.2%Business ServicesROBOROBO Global Robotics & Automation ETF$159,903$32,414 ▼-16.9%2,8020.2%ETFFPXFirst Trust US Equity Opportunities ETF$155,769$99,256 ▼-38.9%1,4140.2%ETFORCLOracle$149,141$341 ▲0.2%8750.2%Computer and TechnologyTMOThermo Fisher Scientific$142,086$163,708 ▼-53.5%2300.2%MedicalPFEPfizer$138,512$724 ▼-0.5%4,7860.2%MedicalCSCOCisco Systems$136,644$11,281 ▼-7.6%2,5680.2%Computer and TechnologyCPCanadian Pacific Kansas City$135,330$1,454 ▲1.1%1,5820.2%TransportationGOOGAlphabet$134,048$167 ▲0.1%8020.2%Computer and TechnologyCOSTCostco Wholesale$132,6750.0%1500.2%Retail/WholesaleMMITNYLI MacKay Shields Municipal Intermediate ETF$128,093$1,205 ▲0.9%5,2070.2%ETFCMGChipotle Mexican Grill$118,1210.0%2,0500.2%Retail/WholesaleLOWLowe's Companies$112,207$271 ▲0.2%4140.2%Retail/WholesaleAMTAmerican Tower$109,489$697 ▲0.6%4710.2%FinanceAVGOBroadcom$106,626$100,587 ▲1,665.7%6180.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$106,333$158 ▲0.1%2,0140.2%ETFUNHUnitedHealth Group$104,8910.0%1790.2%MedicalALLAllstate$100,367$379 ▲0.4%5290.1%FinanceWMWaste Management$99,676$208 ▲0.2%4800.1%Business ServicesJNJJohnson & Johnson$99,017$486 ▲0.5%6110.1%MedicalRTXRTX$94,261$485 ▲0.5%7780.1%AerospaceFEZSPDR EURO STOXX 50 ETF$91,243$106 ▲0.1%1,7140.1%ETFADBEAdobe$89,0580.0%1720.1%Computer and TechnologyWELLWelltower$82,411$384 ▲0.5%6440.1%FinancePAWZProShares Pet Care ETF$81,408$150,888 ▼-65.0%1,3650.1%ETFMRKMerck & Co., Inc.$78,776$454 ▲0.6%6940.1%MedicalNEENextEra Energy$73,7100.0%8720.1%UtilitiesAXPAmerican Express$71,1340.0%2620.1%FinanceILMNIllumina$70,157$47,206 ▼-40.2%5380.1%MedicalLMTLockheed Martin$68,967$1,169 ▲1.7%1180.1%AerospaceAKAMAkamai Technologies$66,1220.0%6550.1%Computer and TechnologyNFLXNetflix$65,2520.0%920.1%Consumer DiscretionaryAVBAvalonBay Communities$63,794$451 ▲0.7%2830.1%FinanceELVElevance Health$62,9170.0%1210.1%MedicalCOINCoinbase Global$59,865$1,782 ▼-2.9%3360.1%Business ServicesSYKStryker$59,1590.0%1640.1%MedicalMDLZMondelez International$59,098$295 ▲0.5%8020.1%Consumer StaplesEQIXEquinix$58,2750.0%660.1%FinanceUDRUDR$57,430$589 ▲1.0%1,2670.1%FinanceHONHoneywell International$57,119$207 ▲0.4%2760.1%Multi-Sector ConglomeratesORealty Income$55,277$3,740 ▼-6.3%8720.1%FinanceRDVYFirst Trust NASDAQ Rising Dividend Achievers$53,574$178 ▲0.3%9050.1%ManufacturingCVXChevron$51,913$1,618 ▲3.2%3530.1%Oils/EnergyDGXQuest Diagnostics$51,269$155 ▲0.3%3300.1%MedicalADMArcher-Daniels-Midland$50,364$3,166 ▼-5.9%8430.1%Consumer StaplesMARMarriott International$50,2320.0%2020.1%Consumer DiscretionaryAMENTUM HOLDINGS$49,153$49,153 ▲New Holding1,5240.1%Common StockNDAQNasdaq$46,882$73 ▲0.2%6420.1%FinanceCVSCVS Health$46,836$503 ▲1.1%7450.1%Retail/WholesaleShowing 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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