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Wiser Advisor Group

Latest statistics and disclosures from Wiser Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, LLY, AMZN, HFXI, and represent 27.60% of Wiser Advisor Group's stock portfolio.
Added to shares of these 10 stocks: LLY, DIVO, MLPA, DTCR, GOOGL, RCL, BLOK, VNQ, BUFR, RACE.
Started 15 new stock positions in DTCR, IBRX, ESGU, PEGA, BUFR, NKE, KKR, SYNA, HUBS, PRSU. DIVO, SRVR, ISRG, QUIK, UPST.
Reduced shares in these 10 stocks: FMB, KNG, FPE, VB, VUG, YUMC, VZ, ROBO, HYD, BND.
Sold out of its positions in DD, GUNR, MPC, NICE, SCHP, TLRY, UL, WPP.
Wiser Advisor Group was a net buyer of stock by $1.5M.
Wiser Advisor Group has $68M in assets under management (AUM), dropping by -1.49%.
Central Index Key (CIK): 0002011550

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Portfolio Holdings for Wiser Advisor Group

Wiser Advisor Group holds 275 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	8.3	$5.6M		25k	222.13	View chart
Vanguard S&p MF Closed and MF Open (VOO)	7.1	$4.8M	-2%	9.3k	513.91	View chart
Eli Lilly Common Stock (LLY)	5.1	$3.5M	+68%	4.2k	825.92	View chart
Amazon Common Stock (AMZN)	3.7	$2.5M	+3%	13k	190.26	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	3.4	$2.3M		83k	27.52	View chart
Vanguard Total MF Closed and MF Open (BND)	3.3	$2.3M	-5%	31k	73.45	View chart
Alphabet Common Stock (GOOGL)	3.3	$2.2M	+13%	14k	154.64	View chart
First Trust MF Closed and MF Open (FMB)	3.2	$2.2M	-24%	43k	50.42	View chart
Vanguard Value MF Closed and MF Open (VTV)	3.0	$2.0M		12k	172.74	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	3.0	$2.0M	+8%	22k	91.53	View chart
Meta Platforms Common Stock (META)	2.9	$2.0M	+6%	3.5k	576.31	View chart
Vanguard Growth MF Closed and MF Open (VUG)	2.9	$2.0M	-9%	5.3k	370.83	View chart
Jpmorgan Chase Common Stock (JPM)	2.7	$1.8M	+3%	7.4k	245.30	View chart
Vanguard Small MF Closed and MF Open (VB)	2.6	$1.8M	-16%	8.0k	221.74	View chart
Berkshire Hathaway Common Stock (BRK.A)	2.4	$1.6M		2.00	798441.50	View chart
Microsoft Corp Common Stock (MSFT)	2.3	$1.5M	+4%	4.1k	375.43	View chart
Home Depot Common Stock (HD)	2.1	$1.4M	+7%	3.9k	366.50	View chart
Schwab Us MF Closed and MF Open (SCHX)	2.1	$1.4M	-7%	64k	22.08	View chart
Mcdonalds Corp Common Stock (MCD)	1.9	$1.3M	-6%	4.1k	312.40	View chart
Walmart Common Stock (WMT)	1.8	$1.2M	+2%	14k	87.79	View chart
Xtrackers Usd MF Closed and MF Open (HYLB)	1.7	$1.2M	+2%	33k	36.15	View chart
Prologis Common Stock (PLD)	1.7	$1.1M	-5%	10k	111.79	View chart
Global X MF Closed and MF Open (MLPA)	1.6	$1.1M	+47%	20k	53.23	View chart
Coca Cola Company Common Stock (KO)	1.5	$1.0M	+3%	14k	71.62	View chart
Schwab Us MF Closed and MF Open (SCHA)	1.4	$954k	-3%	41k	23.43	View chart
First Trust MF Closed and MF Open (FPE)	1.4	$925k	-28%	53k	17.59	View chart
Vanguard Real MF Closed and MF Open (VNQ)	1.3	$858k	+31%	9.5k	90.54	View chart
Nvidia Corp Common Stock (NVDA)	1.2	$816k	+20%	7.5k	108.38	View chart
Ferrari Nv Common Stock (RACE)	1.1	$739k	+32%	1.7k	427.88	View chart
Amplify Cwp MF Closed and MF Open (DIVO)	0.8	$526k	NEW	13k	40.77	View chart
Royal Caribbean Common Stock (RCL)	0.8	$509k	+82%	2.5k	205.42	View chart
Zoom Communications Common Stock (ZM)	0.7	$481k	+30%	6.5k	73.77	View chart
Invesco National MF Closed and MF Open (PZA)	0.7	$449k	-6%	20k	23.04	View chart
Amplify Blockchain MF Closed and MF Open (BLOK)	0.6	$431k	+99%	12k	36.88	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.6	$428k	-17%	5.2k	81.77	View chart
Taiwan Semiconductor Common Stock (TSM)	0.6	$409k	+60%	2.5k	166.00	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$383k	-5%	682.00	561.81	View chart
Ishares Core MF Closed and MF Open (IJR)	0.5	$368k	-2%	3.5k	104.56	View chart
Tc Energy Common Stock (TRP)	0.5	$343k	-10%	7.3k	47.21	View chart
Walt Disney Common Stock (DIS)	0.5	$324k	+96%	3.3k	98.70	View chart
Tesla Common Stock (TSLA)	0.5	$321k	+2%	1.2k	259.16	View chart
Invesco P MF Closed and MF Open (PGX)	0.5	$307k		27k	11.22	View chart
Global X MF Closed and MF Open (DTCR)	0.4	$292k	NEW	18k	16.26	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.4	$265k	-4%	565.00	468.74	View chart
Abbott Laboratories Common Stock (ABT)	0.4	$247k		1.9k	132.63	View chart
Vaneck High MF Closed and MF Open (HYD)	0.3	$230k	-38%	4.5k	51.18	View chart
Visa Common Stock (V)	0.3	$206k		588.00	350.20	View chart
Invesco S&p MF Closed and MF Open (PSCH)	0.3	$193k		4.5k	43.28	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.3	$191k		1.0k	190.55	View chart
First Trust MF Closed and MF Open (BUFR)	0.3	$188k	NEW	6.3k	29.69	View chart
Pfizer Common Stock (PFE)	0.2	$161k	+31%	6.4k	25.34	View chart
Cisco Systems Common Stock (CSCO)	0.2	$160k		2.6k	61.70	View chart
First Trust MF Closed and MF Open (FPX)	0.2	$158k		1.4k	111.71	View chart
Costco Wholesale Common Stock (COST)	0.2	$155k	+9%	164.00	945.53	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.2	$127k	+114%	10k	12.48	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.2	$127k		5.3k	23.97	View chart
Alphabet Common Stock (GOOG)	0.2	$126k		803.00	156.31	View chart
Canadian Pacific Common Stock (CP)	0.2	$125k	+2%	1.8k	70.22	View chart
Broadcom Common Stock (AVGO)	0.2	$124k	+19%	738.00	167.54	View chart
Oracle Corp Common Stock (ORCL)	0.2	$123k		879.00	139.84	View chart
Thermo Fisher Common Stock (TMO)	0.2	$115k		230.00	497.63	View chart
Waste Management Common Stock (WM)	0.2	$112k		484.00	231.33	View chart
Allstate Corp Common Stock (ALL)	0.2	$111k		534.00	207.20	View chart
American Tower Common Stock (AMT)	0.2	$104k		478.00	217.75	View chart
Chipotle Mexican Common Stock (CMG)	0.2	$103k		2.1k	50.21	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$103k		618.00	165.88	View chart
Welltower Common Stock (WELL)	0.1	$101k		656.00	153.13	View chart
Elevance Health Common Stock (ELV)	0.1	$100k		230.00	434.82	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$100k	-3%	2.0k	50.82	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.1	$99k	+413%	236.00	419.57	View chart
Lowes Companies Common Stock (LOW)	0.1	$98k		418.00	233.20	View chart
Rtx Corp Common Stock (RTX)	0.1	$97k	-6%	734.00	132.41	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$95k		181.00	523.54	View chart
Spdr Euro MF Closed and MF Open (FEZ)	0.1	$94k		1.7k	54.40	View chart
Duke Energy Common Stock (DUK)	0.1	$92k	-58%	753.00	121.94	View chart
Netflix Common Stock (NFLX)	0.1	$89k		95.00	932.54	View chart
American Express Common Stock (AXP)	0.1	$71k		264.00	268.55	View chart
Adobe Common Stock (ADBE)	0.1	$66k		172.00	383.53	View chart
Merck & Company Common Stock (MRK)	0.1	$63k		704.00	89.79	View chart
Nextera Energy Common Stock (NEE)	0.1	$62k		872.00	70.89	View chart
Avalonbay Commntys Common Stock (AVB)	0.1	$62k		288.00	214.28	View chart
Stryker Corp Common Stock (SYK)	0.1	$61k		164.00	373.32	View chart
Chevron Corp Common Stock (CVX)	0.1	$60k		360.00	167.28	View chart
Honeywell Intl Common Stock (HON)	0.1	$59k		279.00	211.90	View chart
Udr Common Stock (UDR)	0.1	$58k		1.3k	45.18	View chart
Verizon Communications Common Stock (VZ)	0.1	$58k	-73%	1.3k	45.36	View chart
Quest Diagnostics Common Stock (DGX)	0.1	$56k		333.00	169.44	View chart
Yum China Common Stock (YUMC)	0.1	$56k	-75%	1.1k	52.06	View chart
Mondelez International Common Stock (MDLZ)	0.1	$55k		814.00	67.87	View chart
Lockheed Martin Common Stock (LMT)	0.1	$54k		121.00	446.81	View chart
Equinix Common Stock (EQIX)	0.1	$54k		66.00	819.14	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$54k		913.00	58.56	View chart
Akamai Technologies Common Stock (AKAM)	0.1	$53k		655.00	80.50	View chart
Realty Income Common Stock (O)	0.1	$52k		896.00	58.04	View chart
Franklin Covey Common Stock (FC)	0.1	$50k		1.8k	27.62	View chart
Nasdaq Common Stock (NDAQ)	0.1	$49k		646.00	75.88	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$49k	+29%	784.00	62.13	View chart
Marriott Intl Common Stock (MAR)	0.1	$48k		203.00	238.09	View chart
Ebay Common Stock (EBAY)	0.1	$47k		693.00	67.69	View chart
Vici Properties Common Stock (VICI)	0.1	$46k		1.4k	32.63	View chart
Coinbase Global Common Stock (COIN)	0.1	$46k	-21%	264.00	172.23	View chart
Sun Communities Common Stock (SUI)	0.1	$44k		339.00	128.79	View chart
MPLX Oil & Gas, Real Estate and REIT (MPLX)	0.1	$42k		788.00	53.51	View chart
Fiserv Common Stock (FI)	0.1	$42k		190.00	220.83	View chart
Jacobs Solutions Common Stock (J)	0.1	$42k	-58%	346.00	120.94	View chart
Xpo Common Stock (XPO)	0.1	$42k		387.00	107.58	View chart
Archer Daniels Common Stock (ADM)	0.1	$41k		860.00	47.99	View chart
Schwab Charles Common Stock (SCHW)	0.1	$40k		513.00	78.34	View chart
Healthpeak Pptys Common Stock (DOC)	0.1	$38k		1.9k	20.22	View chart
Digital Realty Common Stock (DLR)	0.1	$37k	+6%	256.00	143.45	View chart
Exxon Mobil Common Stock (XOM)	0.1	$37k		308.00	118.83	View chart
Vanguard Large MF Closed and MF Open (VV)	0.1	$36k		139.00	257.03	View chart
United Parcel Common Stock (UPS)	0.1	$35k		313.00	110.15	View chart
Citigroup Common Stock (C)	0.1	$35k		485.00	71.05	View chart
Agree Realty Common Stock (ADC)	0.1	$34k		441.00	77.24	View chart
Ameren Corp Common Stock (AEE)	0.0	$34k		337.00	100.40	View chart
Host Hotels Common Stock (HST)	0.0	$33k		2.3k	14.21	View chart
Yum Brands Common Stock (YUM)	0.0	$32k		203.00	157.08	View chart
Rexford Industrial Common Stock (REXR)	0.0	$31k		801.00	39.15	View chart
Crown Castle Common Stock (CCI)	0.0	$31k		296.00	104.36	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.0	$31k		58.00	532.59	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$30k		310.00	98.02	View chart
United Airlines Common Stock (UAL)	0.0	$30k		428.00	69.05	View chart
Cubesmart Common Stock (CUBE)	0.0	$29k		667.00	42.71	View chart
Ishares Core MF Closed and MF Open (IJH)	0.0	$28k	+2%	487.00	58.35	View chart
Proshares Pet MF Closed and MF Open (PAWZ)	0.0	$28k	-45%	536.00	52.26	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$28k		44.00	635.07	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$28k		282.00	98.81	View chart
Terreno Realty Common Stock (TRNO)	0.0	$28k		438.00	63.25	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$28k		412.00	66.66	View chart
Ventas Common Stock (VTR)	0.0	$26k		379.00	68.76	View chart
Shell Common Stock (SHEL)	0.0	$26k	-5%	350.00	73.28	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$25k		1.2k	21.54	View chart
Kilroy Rlty Corp Common Stock (KRC)	0.0	$24k		738.00	32.77	View chart
Bank America Common Stock (BAC)	0.0	$24k		572.00	41.73	View chart
Invitation Homes Common Stock (INVH)	0.0	$23k		667.00	34.85	View chart
Mgm Resorts Common Stock (MGM)	0.0	$23k		781.00	29.64	View chart
Toll Brothers Common Stock (TOL)	0.0	$23k		219.00	105.69	View chart
Procter & Gamble Common Stock (PG)	0.0	$23k		136.00	169.94	View chart
Healthcare Realty Common Stock (HR)	0.0	$22k		1.3k	16.90	View chart
Metlife Common Stock (MET)	0.0	$22k		269.00	80.31	View chart
Brixmor Property Common Stock (BRX)	0.0	$21k		801.00	26.55	View chart
Mc Cormick Common Stock (MKC)	0.0	$21k		257.00	82.29	View chart
Salesforce Common Stock (CRM)	0.0	$21k		77.00	269.86	View chart
Abbvie Common Stock (ABBV)	0.0	$21k		99.00	209.88	View chart
Linde Common Stock (LIN)	0.0	$20k	-8%	44.00	461.25	View chart
Nnn Reit Common Stock (NNN)	0.0	$20k		462.00	42.65	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.0	$20k		35.00	561.20	View chart
3m Company Common Stock (MMM)	0.0	$20k		133.00	146.56	View chart
Kimco Realty Common Stock (KIM)	0.0	$19k		911.00	21.23	View chart
Micron Technology Common Stock (MU)	0.0	$19k	-7%	221.00	86.77	View chart
Extra Space Common Stock (EXR)	0.0	$17k		116.00	148.02	View chart
Alexandria Real Common Stock (ARE)	0.0	$17k		179.00	92.66	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$16k		360.00	45.25	View chart
Americold Realty Common Stock (COLD)	0.0	$16k		746.00	21.45	View chart
Gaming & Leisure Common Stock (GLPI)	0.0	$16k		305.00	50.83	View chart
Intercontinental Hotels Common Stock (IHG)	0.0	$15k		139.00	109.47	View chart
Gxo Logistics Common Stock (GXO)	0.0	$15k		387.00	39.08	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$15k		72.00	207.25	View chart
Essential Properties Common Stock (EPRT)	0.0	$15k		453.00	32.60	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$14k		221.00	65.25	View chart
Alerian M MF Closed and MF Open (AMLP)	0.0	$14k		276.00	51.94	View chart
Astrazeneca Common Stock (AZN)	0.0	$14k	-9%	190.00	73.37	View chart
Altria Group Common Stock (MO)	0.0	$14k	+2%	232.00	60.00	View chart
Motley Fool MF Closed and MF Open (TMFC)	0.0	$14k		246.00	55.65	View chart
Cloudflare Common Stock (NET)	0.0	$14k	+384%	121.00	112.69	View chart
Doordash Common Stock (DASH)	0.0	$13k		70.00	182.77	View chart
South Bow Common Stock (SOBO)	0.0	$13k	-56%	489.00	25.52	View chart
Nike Common Stock (NKE)	0.0	$12k	NEW	192.00	63.48	View chart
Wec Energy Common Stock (WEC)	0.0	$12k		111.00	108.98	View chart
Aerovironment Common Stock (AVAV)	0.0	$12k		100.00	119.19	View chart
Virtus Infracap MF Closed and MF Open (PFFA)	0.0	$12k	+2%	557.00	21.21	View chart
Kimberly Clark Common Stock (KMB)	0.0	$12k		83.00	142.22	View chart
Lamar Advertising Common Stock (LAMR)	0.0	$11k		100.00	114.24	View chart
Blackstone Mortgage Common Stock (BXMT)	0.0	$11k	+2%	561.00	20.01	View chart
SPDR S&P MF Closed and MF Open (XHS)	0.0	$11k		112.00	98.12	View chart
Fedex Corp Common Stock (FDX)	0.0	$10k		41.00	246.05	View chart
Manchester Utd Common Stock (MANU)	0.0	$10k		766.00	13.09	View chart
United Microelectronics Common Stock (UMC)	0.0	$10k		1.4k	7.15	View chart
Carrier Global Common Stock (CARR)	0.0	$9.5k		149.00	63.50	View chart
Vanguard Total MF Closed and MF Open (VT)	0.0	$9.4k		81.00	115.95	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$9.3k		34.00	274.53	View chart
Tractor Supply Common Stock (TSCO)	0.0	$9.3k		169.00	55.20	View chart
First Trust MF Closed and MF Open (KNG)	0.0	$9.1k	-98%	180.00	50.43	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$8.9k		225.00	39.73	View chart
Globus Medical Common Stock (GMED)	0.0	$8.9k		122.00	73.20	View chart
Ishares Msci MF Closed and MF Open (KSA)	0.0	$8.6k		207.00	41.36	View chart
Illumina Common Stock (ILMN)	0.0	$8.5k	-78%	107.00	79.34	View chart
Duolingo Common Stock (DUOL)	0.0	$8.4k		27.00	310.56	View chart
At&t Common Stock (T)	0.0	$8.3k		294.00	28.31	View chart
Csx Corp Common Stock (CSX)	0.0	$7.9k		267.00	29.43	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.0	$7.8k		170.00	46.08	View chart
Zoetis Common Stock (ZTS)	0.0	$7.8k		47.00	165.06	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$7.5k		318.00	23.59	View chart
Advanced Micro Common Stock (AMD)	0.0	$7.4k		72.00	102.74	View chart
Rxo Common Stock (RXO)	0.0	$7.4k		387.00	19.10	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$7.3k		149.00	48.92	View chart
Uber Technologies Common Stock (UBER)	0.0	$7.3k		100.00	72.86	View chart
Philip Morris Common Stock (PM)	0.0	$7.1k		44.00	160.27	View chart
Immunitybio Common Stock (IBRX)	0.0	$6.0k	NEW	2.0k	3.01	View chart
Target Corp Common Stock (TGT)	0.0	$6.0k		57.00	104.51	View chart
Wisdomtree Artificial MF Closed and MF Open (WTAI)	0.0	$5.9k		310.00	19.01	View chart
Ishares Jpmorgan MF Closed and MF Open (EMB)	0.0	$5.9k		65.00	90.09	View chart
Schwab Intermediate MF Closed and MF Open (SCHR)	0.0	$5.7k	+2%	229.00	24.86	View chart
Robo Global MF Closed and MF Open (ROBO)	0.0	$5.5k	-96%	106.00	51.55	View chart
Amentum Holdings Common Stock (AMTM)	0.0	$5.4k	-79%	295.00	18.20	View chart
Camping World Common Stock (CWH)	0.0	$5.2k		319.00	16.17	View chart
Microchip Technology Common Stock (MCHP)	0.0	$4.9k		102.00	48.47	View chart
American Water Common Stock (AWK)	0.0	$4.9k		33.00	148.67	View chart
Pacer Data MF Closed and MF Open (SRVR)	0.0	$4.9k	NEW	166.00	29.35	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$4.9k		135.00	36.03	View chart
Dow Common Stock (DOW)	0.0	$4.8k	-32%	138.00	34.98	View chart
National Grid Common Stock (NGG)	0.0	$4.8k	-26%	72.00	66.06	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.0	$4.7k		102.00	46.24	View chart
Pinterest Common Stock (PINS)	0.0	$4.7k		150.00	31.00	View chart
Barclays Common Stock (BCS)	0.0	$4.5k		296.00	15.37	View chart
Stanley Black Common Stock (SWK)	0.0	$4.5k		59.00	76.41	View chart
Ambac Financial Common Stock (AMBC)	0.0	$4.4k		500.00	8.75	View chart
Hsbc Holdings Common Stock (HSBC)	0.0	$4.4k		76.00	57.32	View chart
The Realreal Common Stock (REAL)	0.0	$4.3k		800.00	5.39	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$4.2k		152.00	27.48	View chart
Crown Holdings Common Stock (CCK)	0.0	$4.0k		45.00	88.82	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.0	$4.0k		20.00	199.50	View chart
Sony Group Common Stock (SONY)	0.0	$3.8k		151.00	25.31	View chart
Fidelity National Common Stock (FIS)	0.0	$3.5k		46.00	75.20	View chart
Ford Motor Common Stock (F)	0.0	$3.3k	+3%	333.00	10.04	View chart
Pinnacle West Common Stock (PNW)	0.0	$3.1k		33.00	95.24	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$3.1k		18.00	174.00	View chart
Glacier Bancorp Common Stock (GBCI)	0.0	$3.1k		70.00	44.19	View chart
Airbnb Common Stock (ABNB)	0.0	$2.9k		24.00	119.46	View chart
Synaptics Common Stock (SYNA)	0.0	$2.5k	NEW	40.00	63.73	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$2.5k	NEW	5.00	495.20	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$2.4k	NEW	20.00	121.90	View chart
Solventum Corp Common Stock (SOLV)	0.0	$2.4k		32.00	76.03	View chart
Upstart Holdings Common Stock (UPST)	0.0	$2.3k	NEW	50.00	46.04	View chart
Ge Aerospace Common Stock (GE)	0.0	$2.2k		11.00	200.45	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$2.1k		39.00	53.87	View chart
Ing Groep Common Stock (ING)	0.0	$1.8k	-53%	94.00	19.59	View chart
Pursuit Attractions Common Stock (PRSU)	0.0	$1.8k	NEW	50.00	35.40	View chart
Ishares Gold Common Stock (IAU)	0.0	$1.6k		27.00	58.96	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$1.6k		42.00	37.21	View chart
American Airlines Common Stock (AAL)	0.0	$1.5k		140.00	10.55	View chart
Alibaba Group Common Stock (BABA)	0.0	$1.4k	-56%	10.00	136.90	View chart
Sba Communications Common Stock (SBAC)	0.0	$1.4k		6.00	226.83	View chart
Draftkings Common Stock (DKNG)	0.0	$1.3k		40.00	33.20	View chart
Sanofi Common Stock (SNY)	0.0	$1.3k	-55%	24.00	54.75	View chart
Accenture Common Stock (ACN)	0.0	$1.3k	-55%	4.00	320.75	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$1.2k		18.00	69.22	View chart
BP Common Stock (BP)	0.0	$1.2k	-53%	35.00	33.86	View chart
Anheuser Busch Common Stock (BUD)	0.0	$1.2k	-92%	19.00	62.05	View chart
Kkr & Co Common Stock (KKR)	0.0	$1.2k	NEW	10.00	115.60	View chart
Hubspot Common Stock (HUBS)	0.0	$1.1k	NEW	2.00	571.50	View chart
Spdr Ice MF Closed and MF Open (PSK)	0.0	$1.1k		34.00	32.38	View chart
Viatris Common Stock (VTRS)	0.0	$1.0k		119.00	8.70	View chart
Quicklogic Corp Common Stock (QUIK)	0.0	$1.0k	NEW	200.00	5.11	View chart
Bhp Group Common Stock (BHP)	0.0	$908.000500	-51%	19.00	47.79	View chart
Pegasystems Common Stock (PEGA)	0.0	$904.000500	NEW	13.00	69.54	View chart
Grail Common Stock (GRAL)	0.0	$897.001000	-73%	35.00	25.63	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.0	$871.999300		19.00	45.89	View chart
Diageo Common Stock (DEO)	0.0	$658.000200	-57%	6.00	109.67	View chart
Ge Vernova Common Stock (GEV)	0.0	$611.000000		2.00	305.50	View chart
Stmicroelectronics N V Common Stock (STM)	0.0	$599.999400	-56%	27.00	22.22	View chart
Albertsons Cos Common Stock (ACI)	0.0	$573.001000		26.00	22.04	View chart
Okta Common Stock (OKTA)	0.0	$421.000000	-50%	4.00	105.25	View chart
Pnc Financial Common Stock (PNC)	0.0	$354.000000		2.00	177.00	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$242.000100		3.00	80.67	View chart
Medtronic Common Stock (MDT)	0.0	$189.000000		2.00	94.50	View chart
Carnival Corp Common Stock (CCL)	0.0	$176.000400		9.00	19.56	View chart
Global X MF Closed and MF Open (DIV)	0.0	$105.000000		6.00	17.50	View chart
Cvs Health Common Stock (CVS)	0.0	$73.000000		1.00	73.00	View chart
Viavi Solutions Common Stock (VIAV)	0.0	$67.000200		6.00	11.17	View chart
Bristol Myers Common Stock (BMY)	0.0	$66.000000		1.00	66.00	View chart
Lumentum Holdings Common Stock (LITE)	0.0	$62.000000		1.00	62.00	View chart
Global X MF Closed and MF Open (QYLD)	0.0	$29.000000	-98%	2.00	14.50	View chart
Warner Bros Common Stock (WBD)	0.0	$21.000000		2.00	10.50	View chart

Past Filings by Wiser Advisor Group

SEC 13F filings are viewable for Wiser Advisor Group going back to 2024

Wiser Advisor Group 2025 Q1 filed May 14, 2025
Wiser Advisor Group 2024 Q4 filed Feb. 5, 2025
Wiser Advisor Group 2024 Q3 filed Nov. 13, 2024
Wiser Advisor Group 2024 Q2 filed Aug. 14, 2024
Wiser Advisor Group 2024 Q1 filed May 16, 2024

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