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CIK: 0002011550
Total reported value
$91.3M
$91.3M
305 檔
20.3%
As reported in its official Q1 2024 Form 13F filing, Wiser Advisor Group LLC's tracked investment portfolio stood at $91.3M with 305 total positions.
During Q1 2024, Wiser Advisor Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.91% | +0.20% | +0.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.98% | -0.37% | +3.25% | |
| 3 | FMB | First Trust Managed Municipa | ETF-Other | 5.89% | — | -9.77% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.59% | -0.27% | -4.24% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 3.63% | -0.10% | -0.76% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.54% | +0.06% | -0.33% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.53% | +0.45% | +7.83% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.19% | -0.16% | -2.85% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.18% | -0.08% | -3.66% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.03% | -0.04% | -0.80% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.72% | +0.50% | +1.27% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -0.26% | +2.85% | |
| 13 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.33% | -0.09% | -2.95% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | +0.14% | +5.64% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.16% | +0.09% | -0.42% | |
| 16 | PLD | Prologis Inc | Stock-Real Estate | 2.16% | -0.12% | +0.73% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | +0.02% | -3.37% | |
| 18 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 2.06% | -0.11% | +2.69% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.99% | -0.10% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.98% | -1.51% | EXIT | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.77% | +0.86% | +4155.88% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.63% | -0.36% | -0.57% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.63% | +0.21% | -0.66% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.32% | -0.04% | -1.78% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.29% | -0.39% | +190.16% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.00% | -0.05% | -1.52% | |
| 27 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.85% | — | +4.04% | |
| 28 | MLPA | Global X Mlp ETF | ETF-Other | 0.82% | -0.24% | +29.93% | |
| 29 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.82% | -0.07% | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.02% | +4.42% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | — | -25.09% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.08% | +257.78% | |
| 33 | J | Jacobs Solutions Inc | Stock-Industrials | 0.63% | — | -3.32% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.03% | -1.12% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.04% | +0.26% | |
| 36 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.60% | — | +7.65% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.59% | -0.02% | -9.70% | |
| 38 | PGX | Invesco Preferred ETF | ETF-Other | 0.59% | -0.04% | +0.12% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.01% | +0.70% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.01% | — | |
| 41 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.44% | — | -1.89% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.01% | +0.63% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.07% | +0.17% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.02% | +206.17% | |
| 45 | FPX | First Trust US Equity Opport | ETF-Other | 0.39% | +0.04% | -1.04% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.02% | +41.97% | |
| 47 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.35% | — | -3.23% | |
| 48 | PAWZ | Proshares Pet Care ETF | ETF-Other | 0.34% | — | -2.31% | |
| 49 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.33% | — | +1.48% | |
| 50 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.32% | — | +0.28% |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 305 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, FMB) accounted for 20.3% of total reported equity market value during Q1 2024.
During Q1 2024, Wiser Advisor Group LLC's top holdings by market value included VOO (7.9%)、AAPL (7.0%)、FMB (5.9%). The largest single position, VOO, represented 7.9% of total portfolio value.
In Q1 2024, Wiser Advisor Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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