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CIK: 0002011550
Total reported value
$91.3M
$91.3M
268 檔
21.6%
As reported in its official Q4 2024 Form 13F filing, Wiser Advisor Group LLC's tracked investment portfolio stood at $91.3M with 268 total positions.
During Q4 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 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.38% | -0.37% | +0.41% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | +0.20% | -5.05% | |
| 3 | FMB | First Trust Managed Municipa | ETF-Other | 4.25% | — | -1.14% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.02% | +0.45% | +1.76% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.49% | -0.08% | +0.07% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.49% | +0.50% | +5.37% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.40% | -0.27% | -0.56% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 3.34% | -0.10% | +0.36% | |
| 9 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 3.11% | +0.06% | -0.50% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.91% | -0.16% | -2.34% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.90% | -0.04% | +3.77% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.82% | +0.86% | +56.12% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.77% | -0.26% | +3.92% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | +0.02% | +4.23% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | +0.14% | +2.94% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.32% | +0.09% | +205.95% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.03% | -1.51% | EXIT | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.98% | -0.10% | — | |
| 19 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.89% | -0.09% | +1.00% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.84% | -0.36% | +2.22% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.74% | -0.39% | -0.47% | |
| 22 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.67% | -0.11% | -2.24% | |
| 23 | PLD | Prologis Inc | Stock-Real Estate | 1.66% | -0.12% | +0.31% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.58% | +0.21% | +100.96% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.26% | -0.04% | +2.79% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.08% | +7.20% | |
| 27 | MLPA | Global X Mlp ETF | ETF-Other | 0.96% | -0.24% | +5.83% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.94% | -0.02% | +4.74% | |
| 29 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.81% | — | +15.51% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | -0.05% | +0.86% | |
| 31 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.71% | -0.07% | -3.22% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.02% | -1.86% | |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.67% | — | +4.89% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | +3.00% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.04% | +0.95% | |
| 36 | ZM | Zoom Communications Inc | Stock-Tech | 0.59% | — | +13.01% | |
| 37 | TRP | Tc Energy CORP | Stock-Energy | 0.55% | -0.02% | +1.81% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.55% | -0.02% | +1.30% | |
| 39 | PGX | Invesco Preferred ETF | ETF-Other | 0.46% | -0.04% | -6.76% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.46% | +0.03% | +6.67% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.49% | +15.89% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | +0.07% | +8.47% | |
| 43 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.37% | — | +10.76% | |
| 44 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.31% | — | -0.73% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.03% | -1.78% | |
| 46 | PSCH | Invesco S&p Smallcap Health | ETF-Other | 0.29% | +0.01% | +0.04% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.28% | -0.01% | -5.97% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.01% | -14.62% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +0.50% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.27% | — | -35.89% |
According to official SEC Form 13F filings, Wiser Advisor Group LLC reported a total U.S. public equity portfolio value of $91.3M across 268 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, FMB) accounted for 21.6% of total reported equity market value during Q4 2024.
During Q4 2024, Wiser Advisor Group LLC's top holdings by market value included AAPL (9.4%)、VOO (7.5%)、FMB (4.3%). The largest single position, AAPL, represented 9.4% of total portfolio value.
In Q4 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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