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CIK: 0002011550
Total reported value
$91.3M
$91.3M
261 檔
20.9%
According to the latest 13F quarterly dataset, Wiser Advisor Group LLC managed an equity portfolio of $91.3M at the end of Q3 2024, spanning 261 distinct U.S. exchange-listed positions.
During Q3 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 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.92% | -0.37% | +0.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.94% | +0.20% | -3.73% | |
| 3 | FMB | First Trust Managed Municipa | ETF-Other | 4.49% | — | -0.53% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 3.67% | -0.27% | -2.93% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.45% | +0.79% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.41% | +0.06% | -2.34% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.37% | -0.10% | -4.36% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.34% | -0.08% | +0.10% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 3.15% | -0.16% | -1.43% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.99% | -0.04% | -1.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.50% | +4.30% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.68% | -0.26% | +0.77% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | +0.14% | +8.72% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.28% | +0.09% | +1.28% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | +0.02% | -1.39% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.14% | -1.51% | EXIT | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.13% | +0.86% | +8.64% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.06% | -0.10% | — | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 2.02% | -0.12% | +0.77% | |
| 20 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.96% | -0.09% | +0.16% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.94% | -0.36% | +1.76% | |
| 22 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.79% | -0.11% | -8.55% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.61% | +0.21% | +0.49% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.61% | -0.39% | -1.59% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.45% | -0.04% | +0.81% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.08% | +55.71% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.00% | -0.02% | +0.67% | |
| 28 | MLPA | Global X Mlp ETF | ETF-Other | 0.91% | -0.24% | +3.03% | |
| 29 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.79% | — | +17.01% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.79% | -0.05% | -3.49% | |
| 31 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.77% | -0.07% | -2.07% | |
| 32 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.71% | — | -0.81% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.04% | +0.42% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.02% | -5.15% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.57% | -0.02% | +1.03% | |
| 36 | TRP | Tc Energy CORP | Stock-Energy | 0.57% | -0.02% | — | |
| 37 | PGX | Invesco Preferred ETF | ETF-Other | 0.54% | -0.04% | -7.39% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.02% | -10.84% | |
| 39 | ZM | Zoom Communications Inc | Stock-Tech | 0.46% | — | +124.94% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | +0.07% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.38% | -0.01% | -24.34% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | — | -25.70% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.34% | +0.49% | +147.76% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.34% | +0.03% | +7.33% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.33% | -0.01% | -37.76% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.03% | -41.59% | |
| 47 | PSCH | Invesco S&p Smallcap Health | ETF-Other | 0.31% | +0.01% | -0.02% | |
| 48 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.30% | — | -12.12% | |
| 49 | J | Jacobs Solutions Inc | Stock-Industrials | 0.30% | — | -30.72% | |
| 50 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.30% | — | -10.66% |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 261 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, FMB) accounted for 20.9% of total reported equity market value during Q3 2024.
During Q3 2024, Wiser Advisor Group LLC's top holdings by market value included AAPL (8.9%)、VOO (7.9%)、FMB (4.5%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q3 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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