The Analysis of Wiser Advisor Group LLC's Holdings
Currently, Wiser Advisor Group LLC holds 248 types of securities in its portfolio with a total value $80.4M. In the most recent quarter, they have increased their positions in XMHQ (+22.1K shares, valued at $2.3M), HMOP (+46.9K shares, valued at $1.8M), DTCR (+82.9K shares, valued at $1.7M); decreased their positions in VOO (-278 shares, valued at $170.3K), BND (-1.9K shares, valued at $140.0K), PLD (-928 shares, valued at $106.3K); initiated new positions in XMHQ (+22.1K shares, valued at $2.3M), HMOP (+46.9K shares, valued at $1.8M), DTCR (+82.9K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC23.3K shares-0.84%2025-09-302025-11-14
VOO VANGUARD S&P8.4K shares-3.20%2025-09-302025-11-14 GOOGL ALPHABET INC14.9K shares2.77%2025-09-302025-11-14 LLY ELI LILLY4.4K shares2.44%2025-09-302025-11-14 AMZN AMAZON COM13.5K shares2.60%2025-09-302025-11-14 META META PLATFORMS3.6K shares4.06%2025-09-302025-11-14 HFXI NYLI FTSE82.4K shares3.61%2025-09-302025-11-14 XMHQ INVESCO S&P22.1K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP4.5K shares3.97%2025-09-302025-11-14 BND VANGUARD TOTAL27.7K shares-6.36%2025-09-302025-11-14 VUG VANGUARD GROWTH4.2K shares-3.63%2025-09-302025-11-14 JPM JPMORGAN CHASE6.4K shares2.83%2025-09-302025-11-14 NVDA NVIDIA CORP10.7K shares3.79%2025-09-302025-11-14 SCHX SCHWAB US75.1K shares4.94%2025-09-302025-11-14 VTV VANGUARD VALUE10.5K shares-4.27%2025-09-302025-11-14 GRID FIRST TRUST12.3K shares18.86%2025-09-302025-11-14 HMOP HARTFORD MUN46.9K sharesnew addition2025-09-302025-11-14 VB VANGUARD SMALL7.0K shares0.86%2025-09-302025-11-14 DTCR GLOBAL X82.9K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT3.8K shares-1.81%2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY2 shares0.00%2025-09-302025-11-14 WMT WALMART INC14.5K shares3.39%2025-09-302025-11-14 MCD MCDONALDS CORP4.5K shares2.93%2025-09-302025-11-14 MLPA GLOBAL X26.5K sharesnew addition2025-09-302025-11-14 HYLB XTRACKERS USD33.8K shares1.30%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR4.4K shares6.93%2025-09-302025-11-14 SCHA SCHWAB US40.9K shares0.20%2025-09-302025-11-14 RACE FERRARI NV2.1K shares14.92%2025-09-302025-11-14 KO COCA COLA COMPANY15.3K shares4.18%2025-09-302025-11-14 VNQ VANGUARD REAL9.9K shares3.57%2025-09-302025-11-14 FPE FIRST TRUST45.7K shares-5.42%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY1.5K shares-1.90%2025-09-302025-11-14 PLD PROLOGIS INC6.6K shares-12.35%2025-09-302025-11-14 RCL ROYAL CARIBBEAN2.2K shares6.97%2025-09-302025-11-14 BUFR FIRST TRUST20.8K sharesnew addition2025-09-302025-11-14 DIVO AMPLIFY CWP14.2K shares0.99%2025-09-302025-11-14 ZM ZOOM COMMUNICATIONS7.2K sharesnew addition2025-09-302025-11-14 TSLA TESLA INC1.3K shares0.00%2025-09-302025-11-14 NVO NOVO NORDISK8.2K sharesnew addition2025-09-302025-11-14 PZA INVESCO NATIONAL19.5K sharesnew addition2025-09-302025-11-14 VCIT VANGUARD INTERMEDIATE5.1K shares0.71%2025-09-302025-11-14 DIA SPDR DOW923 shares-3.85%2025-09-302025-11-14 IJR ISHARES CORE3.5K shares0.37%2025-09-302025-11-14 TRP TC ENERGY7.2K sharesnew addition2025-09-302025-11-14 IVV ISHARES CORE577 shares0.17%2025-09-302025-11-14 QQQ INVESCO QQQ616 sharesnew addition2025-09-302025-11-14 PGX INVESCO PFD27.0K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP884 sharesnew addition2025-09-302025-11-14 AVGO BROADCOM INC738 sharesnew addition2025-09-302025-11-14 HYD VANECK HIGH4.5K sharesnew addition2025-09-302025-11-14 DIS WALT DISNEY2.0K shares1.32%2025-09-302025-11-14 FPX FIRST TRUST1.3K sharesnew addition2025-09-302025-11-14 IVE ISHARES S&P1.0K sharesnew addition2025-09-302025-11-14 V VISA INC590 shares0.17%2025-09-302025-11-14 GOOG ALPHABET INC805 sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABORATORIES1.4K sharesnew addition2025-09-302025-11-14 COST COSTCO WHOLESALE182 sharesnew addition2025-09-302025-11-14 VNM VANECK VIETNAM9.4K sharesnew addition2025-09-302025-11-14 MMIT NYLI MACKAY5.4K sharesnew addition2025-09-302025-11-14 RTX RTX CORP740 sharesnew addition2025-09-302025-11-14 WELL WELLTOWER INC656 sharesnew addition2025-09-302025-11-14 ALL ALLSTATE CORP540 sharesnew addition2025-09-302025-11-14 NFLX NETFLIX INC95 sharesnew addition2025-09-302025-11-14 CSCO CISCO SYSTEMS1.6K sharesnew addition2025-09-302025-11-14 FEZ SPDR EURO1.8K sharesnew addition2025-09-302025-11-14 WM WASTE MANAGEMENT487 sharesnew addition2025-09-302025-11-14 TMO THERMO FISHER207 sharesnew addition2025-09-302025-11-14 JNJ JOHNSON & JOHNSON534 sharesnew addition2025-09-302025-11-14 AMT AMERICAN TOWER484 sharesnew addition2025-09-302025-11-14 AXP AMERICAN EXPRESS265 sharesnew addition2025-09-302025-11-14 LOW LOWES COMPANIES343 sharesnew addition2025-09-302025-11-14 CMG CHIPOTLE MEXICAN2.0K sharesnew addition2025-09-302025-11-14 VEA VANGUARD FTSE1.3K sharesnew addition2025-09-302025-11-14 PSCH INVESCO S&P1.8K sharesnew addition2025-09-302025-11-14 ELV ELEVANCE HEALTH232 sharesnew addition2025-09-302025-11-14 NEE NEXTERA ENERGY872 sharesnew addition2025-09-302025-11-14 COIN COINBASE GLOBAL193 sharesnew addition2025-09-302025-11-14 DGX QUEST DIAGNOSTICS337 sharesnew addition2025-09-302025-11-14 EBAY EBAY INC697 sharesnew addition2025-09-302025-11-14 RDVY FIRST TRUST918 sharesnew addition2025-09-302025-11-14 LMT LOCKHEED MARTIN123 sharesnew addition2025-09-302025-11-14 SYK STRYKER CORP165 sharesnew addition2025-09-302025-11-14 ADBE ADOBE INC172 sharesnew addition2025-09-302025-11-14 HON HONEYWELL INTL282 sharesnew addition2025-09-302025-11-14 NDAQ NASDAQ INC650 sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP368 sharesnew addition2025-09-302025-11-14 AVB AVALONBAY COMMNTYS293 sharesnew addition2025-09-302025-11-14 O REALTY INCOME922 sharesnew addition2025-09-302025-11-14 MRK MERCK & COMPANY655 sharesnew addition2025-09-302025-11-14 MAR MARRIOTT INTL204 sharesnew addition2025-09-302025-11-14 EQIX EQUINIX INC67 sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTERNATIONAL826 sharesnew addition2025-09-302025-11-14 VXUS VANGUARD TOTAL691 sharesnew addition2025-09-302025-11-14 SCHW SCHWAB CHARLES529 sharesnew addition2025-09-302025-11-14 XPO XPO INC387 sharesnew addition2025-09-302025-11-14 AKAM AKAMAI TECHNOLOGIES655 sharesnew addition2025-09-302025-11-14 UDR UDR INC1.3K sharesnew addition2025-09-302025-11-14 VICI VICI PROPERTIES1.5K sharesnew addition2025-09-302025-11-14 SUI SUN COMMUNITIES356 sharesnew addition2025-09-302025-11-14 DLR DIGITAL REALTY260 sharesnew addition2025-09-302025-11-14 VV VANGUARD LARGE139 sharesnew addition2025-09-302025-11-14 UAL UNITED AIRLINES428 sharesnew addition2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES221 sharesnew addition2025-09-302025-11-14 HST HOST HOTELS2.4K sharesnew addition2025-09-302025-11-14 MPLX MPLX755 sharesnew addition2025-09-302025-11-14 DOC HEALTHPEAK PPTYS2.0K sharesnew addition2025-09-302025-11-14 AEE AMEREN CORP337 sharesnew addition2025-09-302025-11-14 FC FRANKLIN COVEY1.8K sharesnew addition2025-09-302025-11-14 DUK DUKE ENERGY275 sharesnew addition2025-09-302025-11-14 REXR REXFORD INDUSTRIAL821 sharesnew addition2025-09-302025-11-14 KRC KILROY RLTY CORP764 sharesnew addition2025-09-302025-11-14 ADC AGREE REALTY451 sharesnew addition2025-09-302025-11-14 SCHB SCHWAB US1.1K sharesnew addition2025-09-302025-11-14 CCI CROWN CASTLE300 sharesnew addition2025-09-302025-11-14 AGG ISHARES CORE287 sharesnew addition2025-09-302025-11-14 YUM YUM BRANDS INC185 sharesnew addition2025-09-302025-11-14 CUBE CUBESMART684 sharesnew addition2025-09-302025-11-14 SHEL SHELL PLC388 sharesnew addition2025-09-302025-11-14 ABNB AIRBNB INC224 sharesnew addition2025-09-302025-11-14 TOL TOLL BROTHERS195 sharesnew addition2025-09-302025-11-14 VTR VENTAS INC384 sharesnew addition2025-09-302025-11-14 BAC BANK AMERICA519 sharesnew addition2025-09-302025-11-14 NET CLOUDFLARE INC121 sharesnew addition2025-09-302025-11-14 TRNO TERRENO REALTY446 sharesnew addition2025-09-302025-11-14 ELS EQUITY LIFESTYLE408 sharesnew addition2025-09-302025-11-14 HR HEALTHCARE REALTY1.4K sharesnew addition2025-09-302025-11-14 FI FISERV INC190 sharesnew addition2025-09-302025-11-14 SPY SPDR S&P35 sharesnew addition2025-09-302025-11-14 ABBV ABBVIE INC101 sharesnew addition2025-09-302025-11-14 IJH ISHARES CORE356 sharesnew addition2025-09-302025-11-14 BRX BRIXMOR PROPERTY819 sharesnew addition2025-09-302025-11-14 MET METLIFE INC272 sharesnew addition2025-09-302025-11-14 MU MICRON TECHNOLOGY INC131 sharesnew addition2025-09-302025-11-14 PG PROCTER & GAMBLE137 sharesnew addition2025-09-302025-11-14 MMM 3M COMPANY134 sharesnew addition2025-09-302025-11-14 GXO GXO LOGISTICS387 sharesnew addition2025-09-302025-11-14 MGM MGM RESORTS590 sharesnew addition2025-09-302025-11-14 KIM KIMCO REALTY932 sharesnew addition2025-09-302025-11-14 VT VANGUARD TOTAL147 sharesnew addition2025-09-302025-11-14 J JACOBS SOLUTIONS135 sharesnew addition2025-09-302025-11-14 INVH INVITATION HOMES679 sharesnew addition2025-09-302025-11-14 NNN NNN REIT462 sharesnew addition2025-09-302025-11-14 LIN LINDE PLC41 sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC70 sharesnew addition2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE72 sharesnew addition2025-09-302025-11-14 CRM SALESFORCE INC78 sharesnew addition2025-09-302025-11-14 SBUX STARBUCKS CORP209 sharesnew addition2025-09-302025-11-14 TMFC MOTLEY FOOL246 sharesnew addition2025-09-302025-11-14 IHG INTERCONTINENTAL HOTELS140 sharesnew addition2025-09-302025-11-14 EXR EXTRA SPACE118 sharesnew addition2025-09-302025-11-14 MO ALTRIA GROUP240 sharesnew addition2025-09-302025-11-14 ARE ALEXANDRIA REAL185 sharesnew addition2025-09-302025-11-14 PYPL PAYPAL HOLDINGS221 sharesnew addition2025-09-302025-11-14 FMB FIRST TRUST290 sharesnew addition2025-09-302025-11-14 GLPI GAMING & LEISURE315 sharesnew addition2025-09-302025-11-14 VWO VANGUARD FSTE264 sharesnew addition2025-09-302025-11-14 EPRT ESSENTIAL PROPERTIES461 sharesnew addition2025-09-302025-11-14 AMLP ALERIAN MLP287 sharesnew addition2025-09-302025-11-14 AZN ASTRAZENECA PLC173 sharesnew addition2025-09-302025-11-14 NKE NIKE INC188 sharesnew addition2025-09-302025-11-14 PFE PFIZER INC501 sharesnew addition2025-09-302025-11-14 WEC WEC ENERGY111 sharesnew addition2025-09-302025-11-14 PFFA VIRTUS INFRACAP584 sharesnew addition2025-09-302025-11-14 LAMR LAMAR ADVERTISING103 sharesnew addition2025-09-302025-11-14 BLOK AMPLIFY BLOCKCHAIN184 sharesnew addition2025-09-302025-11-14 XHS SPDR S&P112 sharesnew addition2025-09-302025-11-14 VTI VANGUARD TOTAL34 sharesnew addition2025-09-302025-11-14 UMC UNITED MICROELECTRONICS1.5K sharesnew addition2025-09-302025-11-14 C CITIGROUP INC107 sharesnew addition2025-09-302025-11-14 BXMT BLACKSTONE MORTGAGE589 sharesnew addition2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS241 sharesnew addition2025-09-302025-11-14 KMB KIMBERLY CLARK83 sharesnew addition2025-09-302025-11-14 FDX FEDEX CORP42 sharesnew addition2025-09-302025-11-14 UBER UBER TECHNOLOGIES100 sharesnew addition2025-09-302025-11-14 TSCO TRACTOR SUPPLY171 sharesnew addition2025-09-302025-11-14 SQM SOCIEDAD QUIMICA225 sharesnew addition2025-09-302025-11-14 CSX CSX CORP267 sharesnew addition2025-09-302025-11-14 COLD AMERICOLD REALTY765 sharesnew addition2025-09-302025-11-14 ESGU ISHARES ESG64 sharesnew addition2025-09-302025-11-14 CARR CARRIER GLOBAL150 sharesnew addition2025-09-302025-11-14 KNG FIRST TRUST181 sharesnew addition2025-09-302025-11-14 WTAI WISDOMTREE ARTIFICIAL310 sharesnew addition2025-09-302025-11-14 DUOL DUOLINGO INC27 sharesnew addition2025-09-302025-11-14 KSA ISHARES MSCI211 sharesnew addition2025-09-302025-11-14 REAL THE REALREAL800 sharesnew addition2025-09-302025-11-14 FNDX SCHWAB FUNDAMENTAL320 sharesnew addition2025-09-302025-11-14 T AT&T INC295 sharesnew addition2025-09-302025-11-14 PAWZ PROSHARES PET146 sharesnew addition2025-09-302025-11-14 YUMC YUM CHINA190 sharesnew addition2025-09-302025-11-14 IUSB ISHARES CORE170 sharesnew addition2025-09-302025-11-14 PM PHILIP MORRIS45 sharesnew addition2025-09-302025-11-14 GMED GLOBUS MEDICAL122 sharesnew addition2025-09-302025-11-14 BNDX VANGUARD TOTAL141 sharesnew addition2025-09-302025-11-14 ROBO ROBO GLOBAL106 sharesnew addition2025-09-302025-11-14 ZTS ZOETIS INC47 sharesnew addition2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC104 sharesnew addition2025-09-302025-11-14 BCS BARCLAYS PLC300 sharesnew addition2025-09-302025-11-14 RXO RXO INC387 sharesnew addition2025-09-302025-11-14 FNDF SCHWAB FUNDAMENTAL135 sharesnew addition2025-09-302025-11-14 SRVR PACER DATA167 sharesnew addition2025-09-302025-11-14 TGT TARGET CORP58 sharesnew addition2025-09-302025-11-14 CWH CAMPING WORLD324 sharesnew addition2025-09-302025-11-14 IBRX IMMUNITYBIO INC2.0K sharesnew addition2025-09-302025-11-14 VMBS VANGUARD MORTGAGE104 sharesnew addition2025-09-302025-11-14 IWM ISHARES RUSSELL20 sharesnew addition2025-09-302025-11-14 PINS PINTEREST INC150 sharesnew addition2025-09-302025-11-14 FNDA SCHWAB FUNDAMENTAL153 sharesnew addition2025-09-302025-11-14 AWK AMERICAN WATER34 sharesnew addition2025-09-302025-11-14 SWK STANLEY BLACK60 sharesnew addition2025-09-302025-11-14 CCK CROWN HOLDINGS45 sharesnew addition2025-09-302025-11-14 SONY SONY GROUP151 sharesnew addition2025-09-302025-11-14 AMBC AMBAC FINANCIAL500 sharesnew addition2025-09-302025-11-14 F FORD MOTOR343 sharesnew addition2025-09-302025-11-14 NGG NATIONAL GRID54 sharesnew addition2025-09-302025-11-14 VXF VANGUARD EXTENDED18 sharesnew addition2025-09-302025-11-14 EMB ISHARES JPMORGAN39 sharesnew addition2025-09-302025-11-14 PRSU PURSUIT ATTRACTIONS100 sharesnew addition2025-09-302025-11-14 SCHR SCHWAB INTERMEDIATE142 sharesnew addition2025-09-302025-11-14 GBCI GLACIER BANCORP71 sharesnew addition2025-09-302025-11-14 GE GE AEROSPACE11 sharesnew addition2025-09-302025-11-14 DOW DOW INC143 sharesnew addition2025-09-302025-11-14 FIS FIDELITY NATIONAL47 sharesnew addition2025-09-302025-11-14 PNW PINNACLE WEST33 sharesnew addition2025-09-302025-11-14 HSBC HSBC HOLDINGS41 sharesnew addition2025-09-302025-11-14 SYNA SYNAPTICS INC40 sharesnew addition2025-09-302025-11-14 ING ING GROEP98 sharesnew addition2025-09-302025-11-14 UPST UPSTART HOLDINGS50 sharesnew addition2025-09-302025-11-14 ISRG INTUITIVE SURGICAL5 sharesnew addition2025-09-302025-11-14 AMTM AMENTUM HOLDINGS92 sharesnew addition2025-09-302025-11-14 SOLV SOLVENTUM CORP30 sharesnew addition2025-09-302025-11-14 IAU ISHARES GOLD27 sharesnew addition2025-09-302025-11-14 ILMN ILLUMINA INC18 sharesnew addition2025-09-302025-11-14 IXUS ISHARES CORE18 sharesnew addition2025-09-302025-11-14 PEGA PEGASYSTEMS INC26 sharesnew addition2025-09-302025-11-14 KKR KKR & CO10 sharesnew addition2025-09-302025-11-14 SBAC SBA COMMUNICATIONS6 sharesnew addition2025-09-302025-11-14 PSK SPDR ICE34 sharesnew addition2025-09-302025-11-14 NTSX WISDOMTREE U S19 sharesnew addition2025-09-302025-11-14 HUBS HUBSPOT INC2 sharesnew addition2025-09-302025-11-14 GRAL GRAIL INC8 sharesnew addition2025-09-302025-11-14 ACI ALBERTSONS COS26 sharesnew addition2025-09-302025-11-14 CP CANADIAN PACIFIC4 sharesnew addition2025-09-302025-11-14 CCL CARNIVAL CORP9 sharesnew addition2025-09-302025-11-14 MDT MEDTRONIC PLC2 sharesnew addition2025-09-302025-11-14 LITE LUMENTUM HOLDINGS1 sharesnew addition2025-09-302025-11-14 CVS CVS HEALTH1 sharesnew addition2025-09-302025-11-14 BMY BRISTOL MYERS1 sharesnew addition2025-09-302025-11-14 WBD WARNER BROS2 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available