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The Analysis of Wiser Advisor Group LLC's Holdings & P&L

Currently, Wiser Advisor Group LLC holds 224 types of securities in its portfolio with a total value $82.7M. In the most recent quarter, they have increased their positions in BUFR (+64.3K shares, valued at $2.2M), N/A (+8.6K shares, valued at $994.1K), NUE (+4.3K shares, valued at $718.7K); decreased their positions in RACE (-2.1K shares, valued at $716.7K), ZM (-7.2K shares, valued at $577.1K), N/A (-1.1K shares, valued at $320.9K); initiated new positions in NUE (+4.3K shares, valued at $718.7K), N/A (+86 shares, valued at $17.0K), N/A (+33 shares, valued at $11.3K).

1M P&L

+2.8M+3.64%

3M P&L

-5.3M-6.34%

HY P&L

-2.0M-2.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A36.9M

51.9%

2Consumer Electronics5.5M

7.8%

3Drug Manufacturers - General4.1M

5.8%

Top Industries by Stock Count

1N/A64 stocks

31.2%

2REIT - Retail6 stocks

2.9%

3REIT - Industrial6 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC21.9K shares-3.62%2026-03-312026-04-22

VANGUARD S&P VANGUARD S&P8.3K shares-1.57%2026-03-312026-04-22

ALPHABET INC ALPHABET INC13.9K shares-7.41%2026-03-312026-04-22

LLY ELI LILLY4.3K shares-1.20%2026-03-312026-04-22

BUFR FIRST TRUST116.1K shares123.94%2026-03-312026-04-22

HFXI NYLI FTSE85.6K shares1.44%2026-03-312026-04-22

AMZN AMAZON COM13.4K shares-1.62%2026-03-312026-04-22

XMHQ INVESCO S&P23.0K shares1.85%2026-03-312026-04-22

Sponsored

GRID FIRST TRUST12.7K shares-0.08%2026-03-312026-04-22

DTCR GLOBAL X86.2K shares-0.15%2026-03-312026-04-22

VTV VANGUARD VALUE10.4K shares-1.65%2026-03-312026-04-22

META META PLATFORMS3.5K shares-4.49%2026-03-312026-04-22

BND VANGUARD TOTAL27.0K shares-4.28%2026-03-312026-04-22

SCHX SCHWAB US76.6K shares-1.02%2026-03-312026-04-22

MLPA GLOBAL X36.0K shares38.30%2026-03-312026-04-22

JPM JPMORGAN CHASE6.4K shares0.03%2026-03-312026-04-22

Sponsored

WMT WALMART INC14.7K shares-0.64%2026-03-312026-04-22

VB VANGUARD SMALL6.9K shares-0.97%2026-03-312026-04-22

HMOP HARTFORD MUN45.2K shares-3.91%2026-03-312026-04-22

NVDA NVIDIA CORP9.9K shares-7.95%2026-03-312026-04-22

VUG VANGUARD GROWTH3.8K shares-7.41%2026-03-312026-04-22

MSFT MICROSOFT CORP4.3K shares-4.24%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR4.4K shares-1.32%2026-03-312026-04-22

SCHA SCHWAB US49.6K shares23.54%2026-03-312026-04-22

Sponsored

BRK.A BERKSHIRE HATHAWAY2 shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP4.6K shares-0.26%2026-03-312026-04-22

HD HOME DEPOT3.8K shares-0.52%2026-03-312026-04-22

HYLB XTRACKERS USD34.5K shares-1.12%2026-03-312026-04-22

KO COCA COLA COMPANY15.7K shares-0.06%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC8.7K shares8312.50%2026-03-312026-04-22

PLD PROLOGIS INC6.7K shares0.82%2026-03-312026-04-22

VNQ VANGUARD REAL9.3K shares-6.75%2026-03-312026-04-22

Sponsored

FPE FIRST TRUST43.7K shares-4.28%2026-03-312026-04-22

NUE NUCOR CORP4.3K sharesnew addition2026-03-312026-04-22

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY1.4K shares-3.59%2026-03-312026-04-22

DIVO AMPLIFY CWP14.7K shares2.88%2026-03-312026-04-22

RCL ROYAL CARIBBEAN2.2K shares0.13%2026-03-312026-04-22

TRP TC ENERGY7.2K shares-0.75%2026-03-312026-04-22

IJR ISHARES CORE3.5K shares-4.66%2026-03-312026-04-22

TSLA TESLA INC1.2K shares-5.19%2026-03-312026-04-22

Sponsored

VCIT VANGUARD INTERMEDIATE5.0K shares-1.68%2026-03-312026-04-22

DIA STATE STREET835 shares-29.77%2026-03-312026-04-22

PZA INVESCO NATIONAL16.7K shares0.00%2026-03-312026-04-22

INVESCO QQQ INVESCO QQQ618 shares0.00%2026-03-312026-04-22

IVV ISHARES CORE499 shares-13.22%2026-03-312026-04-22

PGX INVESCO PFD27.1K shares0.15%2026-03-312026-04-22

ALPHABET INC ALPHABET INC806 shares0.12%2026-03-312026-04-22

BROADCOM INC BROADCOM INC736 shares-0.41%2026-03-312026-04-22

Sponsored

HYD VANECK HIGH4.1K shares-6.74%2026-03-312026-04-22

VNM VANECK VIETNAM11.7K shares2.47%2026-03-312026-04-22

ARKX ARK SPACE6.7K shares-1.01%2026-03-312026-04-22

COST COSTCO WHOLESALE194 shares0.00%2026-03-312026-04-22

FPX FIRST TRUST1.2K shares-11.35%2026-03-312026-04-22

IVE ISHARES S&P883 shares-12.49%2026-03-312026-04-22

V VISA INC597 shares1.02%2026-03-312026-04-22

RTX RTX CORP746 shares0.40%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON538 shares0.37%2026-03-312026-04-22

ORCL ORACLE CORP888 shares0.23%2026-03-312026-04-22

WELL WELLTOWER INC659 shares0.30%2026-03-312026-04-22

CSCO CISCO SYSTEMS1.6K shares0.49%2026-03-312026-04-22

MMIT NYLI MACKAY5.0K shares-7.24%2026-03-312026-04-22

ABT ABBOTT LABORATORIES1.2K shares-18.23%2026-03-312026-04-22

ALL ALLSTATE CORP545 shares0.55%2026-03-312026-04-22

WM WASTE MANAGEMENT491 shares0.41%2026-03-312026-04-22

Sponsored

FEZ STATE STREET1.8K shares0.17%2026-03-312026-04-22

TMO THERMO FISHER208 shares0.48%2026-03-312026-04-22

NFLX NETFLIX INC1.0K shares-1.36%2026-03-312026-04-22

AMT AMERICAN TOWER480 shares1.05%2026-03-312026-04-22

LOW LOWES COMPANIES346 shares0.29%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES557 shares90.10%2026-03-312026-04-22

AXP AMERICAN EXPRESS266 shares0.00%2026-03-312026-04-22

MERCK & COMPANY MERCK & COMPANY665 shares0.76%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORP376 shares1.08%2026-03-312026-04-22

XPO XPO INC387 shares0.00%2026-03-312026-04-22

PSCH INVESCO S&P1.8K shares0.00%2026-03-312026-04-22

VEA VANGUARD FTSE1.1K shares-16.69%2026-03-312026-04-22

NEE NEXTERA ENERGY723 shares-17.09%2026-03-312026-04-22

MAR MARRIOTT INTL205 shares0.49%2026-03-312026-04-22

DGX QUEST DIAGNOSTICS340 shares0.59%2026-03-312026-04-22

LMT LOCKHEED MARTIN110 shares1.85%2026-03-312026-04-22

Sponsored

CMG CHIPOTLE MEXICAN2.0K shares0.00%2026-03-312026-04-22

EQIX EQUINIX INC67 shares1.52%2026-03-312026-04-22

RDVY FIRST TRUST923 shares0.33%2026-03-312026-04-22

O REALTY INCOME947 shares1.28%2026-03-312026-04-22

NDAQ NASDAQ INC654 shares0.31%2026-03-312026-04-22

SYK STRYKER CORP166 shares0.00%2026-03-312026-04-22

SCHW SCHWAB CHARLES550 shares0.36%2026-03-312026-04-22

AVB AVALONBAY COMMNTYS293 shares1.03%2026-03-312026-04-22

Sponsored

HST HOST HOTELS2.4K shares1.93%2026-03-312026-04-22

VXUS VANGUARD TOTAL604 shares2.90%2026-03-312026-04-22

UDR UDR INC1.4K shares1.12%2026-03-312026-04-22

SUI SUN COMMUNITIES360 shares0.84%2026-03-312026-04-22

MPLX MPLX786 shares1.95%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC131 shares0.00%2026-03-312026-04-22

DLR DIGITAL REALTY245 shares-3.54%2026-03-312026-04-22

LITE LUMENTUM HOLDINGS61 shares6000.00%2026-03-312026-04-22

Sponsored

ADBE ADOBE INC172 shares0.00%2026-03-312026-04-22

VV VANGUARD LARGE139 shares0.00%2026-03-312026-04-22

VICI VICI PROPERTIES1.5K shares1.67%2026-03-312026-04-22

UAL UNITED AIRLINES428 shares0.00%2026-03-312026-04-22

AEE AMEREN CORP337 shares0.00%2026-03-312026-04-22

SHEL SHELL PLC395 shares1.02%2026-03-312026-04-22

ADC AGREE REALTY460 shares1.10%2026-03-312026-04-22

DOC HEALTHPEAK PPTYS2.0K shares1.80%2026-03-312026-04-22

Sponsored

VTR VENTAS INC390 shares0.78%2026-03-312026-04-22

COIN COINBASE GLOBAL169 shares-12.44%2026-03-312026-04-22

AGG ISHARES CORE293 shares0.69%2026-03-312026-04-22

YUM YUM BRANDS INC186 shares0.54%2026-03-312026-04-22

FC FRANKLIN COVEY1.8K shares0.00%2026-03-312026-04-22

ABNB AIRBNB INC224 shares0.00%2026-03-312026-04-22

TRNO TERRENO REALTY454 shares0.89%2026-03-312026-04-22

REXR REXFORD INDUSTRIAL838 shares0.96%2026-03-312026-04-22

Sponsored

TOL TOLL BROTHERS196 shares0.00%2026-03-312026-04-22

ELS EQUITY LIFESTYLE415 shares0.73%2026-03-312026-04-22

CUBE CUBESMART702 shares1.30%2026-03-312026-04-22

BAC BANK AMERICA519 shares-59.26%2026-03-312026-04-22

CROWN CASTLE CROWN CASTLE311 shares1.63%2026-03-312026-04-22

NET CLOUDFLARE INC121 shares0.00%2026-03-312026-04-22

BRX BRIXMOR PROPERTY838 shares1.21%2026-03-312026-04-22

HR HEALTHCARE REALTY1.4K shares1.29%2026-03-312026-04-22

Sponsored

SPY STATE STREET36 shares2.86%2026-03-312026-04-22

IBRX IMMUNITYBIO INC3.0K shares50.00%2026-03-312026-04-22

ABBV ABBVIE INC102 shares0.00%2026-03-312026-04-22

KRC KILROY RLTY CORP785 shares1.42%2026-03-312026-04-22

XMMO INVESCO S&P151 shares0.00%2026-03-312026-04-22

MGM MGM RESORTS590 shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL95 shares0.00%2026-03-312026-04-22

KIM KIMCO REALTY955 shares1.17%2026-03-312026-04-22

Sponsored

DUKE ENERGY DUKE ENERGY160 shares0.63%2026-03-312026-04-22

PG PROCTER & GAMBLE139 shares0.72%2026-03-312026-04-22

GXO GXO LOGISTICS387 shares0.00%2026-03-312026-04-22

MMM 3M COMPANY135 shares0.75%2026-03-312026-04-22

MET METLIFE INC276 shares0.73%2026-03-312026-04-22

NNN NNN REIT462 shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP212 shares0.47%2026-03-312026-04-22

IHG INTERCONTINENTAL HOTELS140 shares0.00%2026-03-312026-04-22

Sponsored

VT VANGUARD TOTAL135 shares-8.16%2026-03-312026-04-22

SQM SOCIEDAD QUIMICA225 shares0.00%2026-03-312026-04-22

IJH ISHARES CORE262 shares-26.61%2026-03-312026-04-22

INVH INVITATION HOMES693 shares1.02%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC86 sharesnew addition2026-03-312026-04-22

MO ALTRIA GROUP248 shares1.64%2026-03-312026-04-22

EXR EXTRA SPACE121 shares0.83%2026-03-312026-04-22

ALERIAN MLP ALERIAN MLP299 shares2.05%2026-03-312026-04-22

Sponsored

FDX FEDEX CORP42 shares0.00%2026-03-312026-04-22

CRM SALESFORCE INC78 shares0.00%2026-03-312026-04-22

PFE PFIZER INC517 shares1.57%2026-03-312026-04-22

GLPI GAMING & LEISURE326 shares1.88%2026-03-312026-04-22

EPRT ESSENTIAL PROPERTIES471 shares1.07%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE72 shares0.00%2026-03-312026-04-22

LAMR LAMAR ADVERTISING106 shares1.92%2026-03-312026-04-22

UMC UNITED MICROELECTRONICS1.5K shares0.00%2026-03-312026-04-22

Sponsored

WEC ENERGY WEC ENERGY111 shares0.00%2026-03-312026-04-22

PFFA VIRTUS INFRACAP613 shares2.51%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC109 shares0.93%2026-03-312026-04-22

BXMT BLACKSTONE MORTGAGE619 shares2.48%2026-03-312026-04-22

SCHB SCHWAB US468 shares0.21%2026-03-312026-04-22

GENERAL DYNAMICS GENERAL DYNAMICS33 sharesnew addition2026-03-312026-04-22

VTI VANGUARD TOTAL35 shares2.94%2026-03-312026-04-22

TMFC MOTLEY FOOL171 shares0.00%2026-03-312026-04-22

Sponsored

XHS STATE STREET112 shares0.00%2026-03-312026-04-22

CSX CSX CORP267 shares0.00%2026-03-312026-04-22

VWO VANGUARD FSTE196 shares-26.32%2026-03-312026-04-22

GMED GLOBUS MEDICAL122 shares0.00%2026-03-312026-04-22

DASH DOORDASH INC70 shares0.00%2026-03-312026-04-22

BA BOEING COMPANY51 sharesnew addition2026-03-312026-04-22

PYPL PAYPAL HOLDINGS222 shares0.00%2026-03-312026-04-22

ESGU ISHARES ESG64 shares0.00%2026-03-312026-04-22

Sponsored

WTAI WISDOMTREE ARTIFICIAL312 shares0.00%2026-03-312026-04-22

CARR CARRIER GLOBAL151 shares0.00%2026-03-312026-04-22

KSA ISHARES MSCI213 shares0.00%2026-03-312026-04-22

J JACOBS SOLUTIONS65 shares0.00%2026-03-312026-04-22

T AT&T INC281 shares0.00%2026-03-312026-04-22

KMB KIMBERLY CLARK83 shares0.00%2026-03-312026-04-22

COLD AMERICOLD REALTY695 shares1.76%2026-03-312026-04-22

FNDX SCHWAB FUNDAMENTAL285 shares-11.49%2026-03-312026-04-22

Sponsored

TSCO TRACTOR SUPPLY172 shares0.58%2026-03-312026-04-22

ARE ALEXANDRIA REAL168 shares1.20%2026-03-312026-04-22

AIRR FIRST TRUST70 shares0.00%2026-03-312026-04-22

PM PHILIP MORRIS46 shares0.00%2026-03-312026-04-22

PEGA PEGASYSTEMS INC177 shares580.77%2026-03-312026-04-22

REAL THE REALREAL800 shares0.00%2026-03-312026-04-22

TGT TARGET CORP60 shares1.69%2026-03-312026-04-22

FNDF SCHWAB FUNDAMENTAL139 shares0.00%2026-03-312026-04-22

Sponsored

MCHP MICROCHIP TECHNOLOGY INC105 shares0.96%2026-03-312026-04-22

NKE NIKE INC125 shares-35.57%2026-03-312026-04-22

BCS BARCLAYS PLC302 shares0.67%2026-03-312026-04-22

VRT VERTIV HOLDINGS25 sharesnew addition2026-03-312026-04-22

RXO RXO INC387 shares0.00%2026-03-312026-04-22

BNDX VANGUARD TOTAL112 shares-21.13%2026-03-312026-04-22

VMBS VANGUARD MORTGAGE106 shares0.00%2026-03-312026-04-22

IWM ISHARES RUSSELL20 shares0.00%2026-03-312026-04-22

Sponsored

FCX FREEPORT MCMORAN82 sharesnew addition2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS94 shares-16.07%2026-03-312026-04-22

AWK AMERICAN WATER34 shares0.00%2026-03-312026-04-22

FNDA SCHWAB FUNDAMENTAL142 shares-7.79%2026-03-312026-04-22

NATIONAL GRID NATIONAL GRID54 shares0.00%2026-03-312026-04-22

CCK CROWN HOLDINGS45 shares0.00%2026-03-312026-04-22

STANLEY BLACK STANLEY BLACK61 shares0.00%2026-03-312026-04-22

F FORD MOTOR351 shares1.15%2026-03-312026-04-22

Sponsored

PRSU PURSUIT ATTRACTIONS100 shares0.00%2026-03-312026-04-22

YUMC YUM CHINA73 shares0.00%2026-03-312026-04-22

HSBC HSBC HOLDINGS41 shares0.00%2026-03-312026-04-22

PNW PINNACLE WEST33 shares0.00%2026-03-312026-04-22

GBCI GLACIER BANCORP72 shares0.00%2026-03-312026-04-22

EMB ISHARES JPMORGAN34 shares-15.00%2026-03-312026-04-22

SONY SONY GROUP151 shares0.00%2026-03-312026-04-22

DUOL DUOLINGO INC27 shares0.00%2026-03-312026-04-22

Sponsored

ING ING GROEP99 shares1.02%2026-03-312026-04-22

ZM ZOOM COMMUNICATIONS32 shares-99.56%2026-03-312026-04-22

ISHARES GOLD ISHARES GOLD27 shares0.00%2026-03-312026-04-22

AMBC OCTAVE SPECIALTY500 shares0.00%2026-03-312026-04-22

CWH CAMPING WORLD328 shares0.00%2026-03-312026-04-22

FIS FIDELITY NATIONAL48 shares2.13%2026-03-312026-04-22

SCHR SCHWAB INTERMEDIATE86 shares-39.86%2026-03-312026-04-22

SOLSTICE ADVANCED SOLSTICE ADVANCED23 shares0.00%2026-03-312026-04-22

Sponsored

VXF VANGUARD EXTENDED8 shares-55.56%2026-03-312026-04-22

RACE FERRARI NV5 shares-99.76%2026-03-312026-04-22

IXUS ISHARES CORE18 shares0.00%2026-03-312026-04-22

NTSX WISDOMTREE U S19 shares0.00%2026-03-312026-04-22

IVW ISHARES S&P5 sharesnew addition2026-03-312026-04-22

CCL CARNIVAL CORP9 shares0.00%2026-03-312026-04-22

NAK NORTHERN DYNASTY100 sharesnew addition2026-03-312026-04-22

GRAL GRAIL INC1 shares0.00%2026-03-312026-04-22

Sponsored

AAPL

APPLE INC

-3.62%

Shares21.9K

Event2026-03-31

Filed2026-04-22

VANGUARD S&P

-1.57%

Shares8.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-7.41%

Shares13.9K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY

-1.20%

Shares4.3K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TRUST

123.94%

Shares116.1K

Event2026-03-31

Filed2026-04-22

HFXI

NYLI FTSE

1.44%

Shares85.6K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM

-1.62%

Shares13.4K

Event2026-03-31

Filed2026-04-22

XMHQ

INVESCO S&P

1.85%

Shares23.0K

Event2026-03-31

Filed2026-04-22

GRID

FIRST TRUST

-0.08%

Shares12.7K

Event2026-03-31

Filed2026-04-22

DTCR

GLOBAL X

-0.15%

Shares86.2K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD VALUE

-1.65%

Shares10.4K

Event2026-03-31

Filed2026-04-22