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CIK: 0002011550
Total reported value
$91.3M
$91.3M
303 檔
20.1%
In Q2 2024, Wiser Advisor Group LLC's U.S. equity holdings reached a combined market value of $91.3M, distributed across 303 disclosed stock positions.
During Q2 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 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.44% | -0.37% | -1.79% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.24% | +0.20% | -0.22% | |
| 3 | FMB | First Trust Managed Municipa | ETF-Other | 4.67% | — | -20.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 3.82% | -0.27% | -16.41% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | +0.45% | -1.66% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.55% | +0.06% | +0.36% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.43% | -0.08% | -1.19% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.42% | -0.10% | -1.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.30% | +0.50% | +0.29% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 3.10% | -0.16% | -1.79% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.02% | -0.04% | +12.49% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.14% | +2.56% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | -0.26% | +1.44% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.25% | +0.09% | -0.08% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | +0.02% | +1.69% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.11% | +0.86% | +2.35% | |
| 17 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.98% | -0.11% | -3.52% | |
| 18 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.98% | -0.09% | -15.49% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.93% | -0.10% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | -1.51% | EXIT | |
| 21 | PLD | Prologis Inc | Stock-Real Estate | 1.88% | -0.12% | +0.87% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.68% | -0.36% | +14.27% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.56% | +0.21% | -1.44% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.39% | -0.82% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.34% | -0.04% | -2.27% | |
| 26 | MLPA | Global X Mlp ETF | ETF-Other | 0.94% | -0.24% | +13.62% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | -0.02% | +27.23% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | -0.05% | -17.72% | |
| 29 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.82% | -0.07% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.08% | +674.12% | |
| 31 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.70% | — | -12.47% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | +48.79% | |
| 33 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.62% | — | +10.55% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.04% | +3.48% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.58% | -0.02% | -1.31% | |
| 36 | PGX | Invesco Preferred ETF | ETF-Other | 0.57% | -0.04% | +0.12% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.55% | — | -5.63% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.03% | -2.35% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.01% | -4.84% | |
| 40 | J | Jacobs Solutions Inc | Stock-Industrials | 0.48% | — | -14.94% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.01% | +7.53% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | +0.02% | +1.02% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | -0.01% | -2.37% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.07% | -9.50% | |
| 45 | FPX | First Trust US Equity Opport | ETF-Other | 0.36% | +0.04% | -2.24% | |
| 46 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.33% | — | -3.59% | |
| 47 | PAWZ | Proshares Pet Care ETF | ETF-Other | 0.33% | — | -11.34% | |
| 48 | PSCH | Invesco S&p Smallcap Health | ETF-Other | 0.30% | +0.01% | -0.51% | |
| 49 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.30% | +0.03% | -1.82% | |
| 50 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.29% | — | -4.40% |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 303 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, FMB) accounted for 20.1% of total reported equity market value during Q2 2024.
During Q2 2024, Wiser Advisor Group LLC's top holdings by market value included AAPL (8.4%)、VOO (8.2%)、FMB (4.7%). The largest single position, AAPL, represented 8.4% of total portfolio value.
In Q2 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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