WA

Wiser Advisor Group LLC

13F
Wiser Advisor Group LLC
Last update 2025-05-14 275 Stocks (15 new)
Value $68.00 Mil Turnover 8 %
Countries:
Top Holdings: AAPL(8.34%)VOO(7.08%)LLY(5.15%)AMZN(3.68%)HFXI(3.36%)
Summary Stock Picks Current Portfolio
Wiser Advisor Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
25,420
5,646.6
-1.27%
8.340
-0.12%
0.000
+15.85%
-15.96%
3,135,776.7
Hardware
VOO
Vanguard S&P 500 ETF
9,325
4,792.2
-2.60%
7.080
-0.20%
0.000
+23.09%
+5.90%
651,674.4
 
LLY
Eli Lilly and Co
4,222
3,487.1
+68.07%
5.150
+2.09%
0.000
+7.01%
+0.49%
693,833.0
Drug Manufacturers
AMZN
Amazon.com Inc
13,091
2,490.7
+3.96%
3.680
+0.14%
0.000
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
HFXI
NYLI FTSE International Equity Currency Neutral ETF
NYLI FTSE International Equity Currency Neutral ETF
82,636
2,274.1
+0.57%
3.360
+0.02%
0.230
+18.56%
+12.28%
1,018.2
 
BND
Vanguard Total Bond Market ETF
30,663
2,252.2
-5.79%
3.330
-0.20%
0.000
-0.12%
+1.29%
127,042.1
 
GOOGL
Alphabet Inc
14,311
2,213.0
+13.02%
3.270
+0.38%
0.000
+20.62%
-6.39%
2,149,506.1
Interactive Media
FMB
First Trust Managed Municipal ETF
43,186
2,177.6
-24.58%
3.220
-1.04%
0.110
-0.12%
-2.29%
1,903.9
 
VTV
Vanguard Value ETF
11,791
2,036.8
-0.19%
3.010
-0.01%
0.000
+14.48%
+5.26%
132,254.0
 
XMHQ
Invesco S&P MidCap Quality ETF
22,041
2,017.4
+8.81%
2.980
+0.24%
0.040
+19.36%
+1.47%
5,050.0
 

Wiser Advisor Group LLC's Historical Top Holdings Breakdowns

Wiser Advisor Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+2.09%
●
725.72 ($832.09) 929.72
$772.87
-7.12%
Add 68.07%
4,222
1,710
FMB
First Trust Managed Municipal ETF
2025-03-31
Reduce
Reduce
-1.04%
●
50.17 ($51) 51.47
$49.84
-2.27%
Reduce -24.58%
43,186
-14,072
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
2025-03-31
New Buy
New Buy
+0.78%
●
39.61 ($41.42) 42.65
$42.91
3.60%
New holding
12,906
12,906
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
2025-03-31
Reduce
Reduce
-0.66%
●
49.22 ($50.68) 51.7
$49.67
-1.99%
Reduce -98.04%
180
-9,022
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.54%
●
217.89 ($238.81) 252.64
$240.64
0.77%
Reduce -16.16%
8,018
-1,546
FPE
First Trust Preferred Securities and Income ETF
First Trust Preferred Securities and Income ETF
2025-03-31
Reduce
Reduce
-0.53%
●
17.53 ($17.75) 17.87
$17.86
0.62%
Reduce -28.25%
52,565
-20,698
MLPA
Global X MLP ETF
2025-03-31
Add
Add
+0.50%
●
49.83 ($52.58) 54.53
$50.05
-4.81%
Add 47.86%
19,825
6,417
VPN
CBOE Capped VIX Premium Strategy Index
CBOE Capped VIX Premium Strategy Index
2025-03-31
New Buy
New Buy
+0.43%
●
16.17 ($17.28) 19.23
$15.51
-10.22%
New holding
17,951
17,951
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.38%
●
154.33 ($181.36) 206.38
$176.79
-2.52%
Add 13.02%
14,311
1,649
RCL
Royal Caribbean Group
2025-03-31
Add
Add
+0.34%
●
203.38 ($236.05) 274.79
$328.85
39.31%
Add 82.27%
2,477
1,118

Wiser Advisor Group LLC Total Holding History ($B)

To

Wiser Advisor Group LLC's Asset Allocation

To

Wiser Advisor Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wiser Advisor Group LLC's Hypothetical Growth since 2025-03-31

Wiser Advisor Group LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wiser Advisor Group LLC's Holdings Heat Map

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Wiser Advisor Group LLC's Holdings Bubble Chart

Wiser Advisor Group LLC News

  • 1

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