The Analysis of Wiser Advisor Group LLC's Holdings
Currently, Wiser Advisor Group LLC holds 233 types of securities in its portfolio with a total value $87.4M. In the most recent quarter, they have increased their positions in N/A (+42.8K shares, valued at $2.8M), BUFR (+31.0K shares, valued at $1.1M), ARKX (+6.8K shares, valued at $195.9K); decreased their positions in AAPL (-597 shares, valued at $162.3K), LLY (-71 shares, valued at $76.3K), PZA (-2.8K shares, valued at $64.6K); initiated new positions in N/A (+42.8K shares, valued at $2.8M), ARKX (+6.8K shares, valued at $195.9K), ITOT (+999 shares, valued at $148.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC22.7K shares-2.57%2025-12-312026-02-09
VANGUARD S&P VANGUARD S&P8.4K shares-0.02%2025-12-312026-02-09 ALPHABET INC ALPHABET INC15.1K shares0.86%2025-12-312026-02-09 LLY ELI LILLY4.3K shares-1.61%2025-12-312026-02-09 AMZN AMAZON COM13.6K shares0.64%2025-12-312026-02-09 HFXI NYLI FTSE84.3K shares2.42%2025-12-312026-02-09 META META PLATFORMS3.7K shares1.05%2025-12-312026-02-09 XMHQ INVESCO S&P22.5K shares1.96%2025-12-312026-02-09 MSFT MICROSOFT CORP4.5K shares1.62%2025-12-312026-02-09 BND VANGUARD TOTAL28.2K shares1.89%2025-12-312026-02-09 SCHX SCHWAB US77.4K shares3.05%2025-12-312026-02-09 JPM JPMORGAN CHASE6.4K shares1.08%2025-12-312026-02-09 VUG VANGUARD GROWTH4.2K shares-1.56%2025-12-312026-02-09 VTV VANGUARD VALUE10.6K shares0.60%2025-12-312026-02-09 NVDA NVIDIA CORP10.8K shares1.04%2025-12-312026-02-09 GRID FIRST TRUST12.7K shares3.61%2025-12-312026-02-09 HMOP HARTFORD MUN47.1K shares0.43%2025-12-312026-02-09 DTCR GLOBAL X86.3K shares4.16%2025-12-312026-02-09 VB VANGUARD SMALL7.0K shares-0.71%2025-12-312026-02-09 BUFR FIRST TRUST51.9K shares148.78%2025-12-312026-02-09 WMT WALMART INC14.8K shares2.31%2025-12-312026-02-09 BRK.A BERKSHIRE HATHAWAY2 shares0.00%2025-12-312026-02-09 MCD MCDONALDS CORP4.6K shares1.39%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR4.5K shares1.36%2025-12-312026-02-09 HD HOME DEPOT3.8K shares0.29%2025-12-312026-02-09 HYLB XTRACKERS USD34.9K shares3.19%2025-12-312026-02-09 MLPA GLOBAL X26.0K shares-1.83%2025-12-312026-02-09 SCHA SCHWAB US40.1K shares-1.79%2025-12-312026-02-09 KO COCA COLA COMPANY15.7K shares2.36%2025-12-312026-02-09 VNQ VANGUARD REAL10.0K shares0.52%2025-12-312026-02-09 PLD PROLOGIS INC6.6K shares0.47%2025-12-312026-02-09 FPE FIRST TRUST45.6K shares-0.30%2025-12-312026-02-09 RACE FERRARI NV2.1K shares-0.52%2025-12-312026-02-09 DIVO AMPLIFY CWP14.3K shares1.02%2025-12-312026-02-09 RCL ROYAL CARIBBEAN2.2K shares1.82%2025-12-312026-02-09 ZM ZOOM COMMUNICATIONS7.2K shares0.35%2025-12-312026-02-09 DIA SPDR DOW1.2K shares28.82%2025-12-312026-02-09 TSLA TESLA INC1.2K shares-2.76%2025-12-312026-02-09 IJR ISHARES CORE3.7K shares4.65%2025-12-312026-02-09 VCIT VANGUARD INTERMEDIATE5.1K shares0.24%2025-12-312026-02-09 TRP TC ENERGY7.3K shares1.04%2025-12-312026-02-09 IVV ISHARES CORE575 shares-0.35%2025-12-312026-02-09 PZA INVESCO NATIONAL16.7K shares-14.31%2025-12-312026-02-09 NVO NOVO NORDISK7.6K shares-7.22%2025-12-312026-02-09 INVESCO QQQ INVESCO QQQ618 shares0.32%2025-12-312026-02-09 PGX INVESCO PFD27.1K shares0.15%2025-12-312026-02-09 BROADCOM INC BROADCOM INC739 shares0.14%2025-12-312026-02-09 ALPHABET INC ALPHABET INC805 shares0.00%2025-12-312026-02-09 HYD VANECK HIGH4.4K shares-2.38%2025-12-312026-02-09 FPX FIRST TRUST1.3K shares0.15%2025-12-312026-02-09 VNM VANECK VIETNAM11.4K shares21.34%2025-12-312026-02-09 IVE ISHARES S&P1.0K shares0.00%2025-12-312026-02-09 V VISA INC591 shares0.17%2025-12-312026-02-09 ARKX ARK SPACE6.8K sharesnew addition2025-12-312026-02-09 ABT ABBOTT LABORATORIES1.4K shares0.42%2025-12-312026-02-09 ORCL ORACLE CORP886 shares0.23%2025-12-312026-02-09 COST COSTCO WHOLESALE194 shares6.59%2025-12-312026-02-09 ITOT ISHARES CORE999 sharesnew addition2025-12-312026-02-09 RTX RTX CORP743 shares0.41%2025-12-312026-02-09 MMIT NYLI MACKAY5.4K shares0.87%2025-12-312026-02-09 CSCO CISCO SYSTEMS1.6K shares0.55%2025-12-312026-02-09 WELL WELLTOWER INC657 shares0.15%2025-12-312026-02-09 TMO THERMO FISHER207 shares0.00%2025-12-312026-02-09 FEZ SPDR EURO1.8K shares0.80%2025-12-312026-02-09 ALL ALLSTATE CORP542 shares0.37%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON536 shares0.37%2025-12-312026-02-09 WM WASTE MANAGEMENT489 shares0.41%2025-12-312026-02-09 AXP AMERICAN EXPRESS266 shares0.38%2025-12-312026-02-09 NFLX NETFLIX INC1.0K shares984.21%2025-12-312026-02-09 AMT AMERICAN TOWER475 shares-1.86%2025-12-312026-02-09 LOW LOWES COMPANIES345 shares0.58%2025-12-312026-02-09 VEA VANGUARD FTSE1.3K shares0.61%2025-12-312026-02-09 ELV ELEVANCE HEALTH233 shares0.43%2025-12-312026-02-09 PSCH INVESCO S&P1.8K shares0.00%2025-12-312026-02-09 CMG CHIPOTLE MEXICAN2.0K shares0.00%2025-12-312026-02-09 BAC BANK AMERICA1.3K shares145.47%2025-12-312026-02-09 NEE NEXTERA ENERGY872 shares0.00%2025-12-312026-02-09 RDVY FIRST TRUST920 shares0.22%2025-12-312026-02-09 MAR MARRIOTT INTL204 shares0.00%2025-12-312026-02-09 NDAQ NASDAQ INC652 shares0.31%2025-12-312026-02-09 EBAY EBAY INC700 shares0.43%2025-12-312026-02-09 ADBE ADOBE INC172 shares0.00%2025-12-312026-02-09 DGX QUEST DIAGNOSTICS338 shares0.30%2025-12-312026-02-09 SYK STRYKER CORP166 shares0.61%2025-12-312026-02-09 CVX CHEVRON CORP372 shares1.09%2025-12-312026-02-09 SCHW SCHWAB CHARLES548 shares3.59%2025-12-312026-02-09 O REALTY INCOME935 shares1.41%2025-12-312026-02-09 AVB AVALONBAY COMMNTYS290 shares-1.02%2025-12-312026-02-09 XPO XPO INC387 shares0.00%2025-12-312026-02-09 LMT LOCKHEED MARTIN108 shares-12.20%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES293 shares32.58%2025-12-312026-02-09 EQIX EQUINIX INC66 shares-1.49%2025-12-312026-02-09 UDR UDR INC1.3K shares1.29%2025-12-312026-02-09 UAL UNITED AIRLINES428 shares0.00%2025-12-312026-02-09 SUI SUN COMMUNITIES357 shares0.28%2025-12-312026-02-09 VXUS VANGUARD TOTAL587 shares-15.05%2025-12-312026-02-09 VV VANGUARD LARGE139 shares0.00%2025-12-312026-02-09 COIN COINBASE GLOBAL193 shares0.00%2025-12-312026-02-09 HST HOST HOTELS2.4K shares1.19%2025-12-312026-02-09 MPLX MPLX771 shares2.12%2025-12-312026-02-09 VICI VICI PROPERTIES1.4K shares-1.03%2025-12-312026-02-09 DLR DIGITAL REALTY254 shares-2.31%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC131 shares0.00%2025-12-312026-02-09 AEE AMEREN CORP337 shares0.00%2025-12-312026-02-09 ADC AGREE REALTY455 shares0.89%2025-12-312026-02-09 DOC HEALTHPEAK PPTYS2.0K shares1.78%2025-12-312026-02-09 REXR REXFORD INDUSTRIAL830 shares1.10%2025-12-312026-02-09 FC FRANKLIN COVEY1.8K shares0.00%2025-12-312026-02-09 ABNB AIRBNB INC224 shares0.00%2025-12-312026-02-09 VTR VENTAS INC387 shares0.78%2025-12-312026-02-09 AGG ISHARES CORE291 shares1.39%2025-12-312026-02-09 KRC KILROY RLTY CORP774 shares1.31%2025-12-312026-02-09 SHEL SHELL PLC391 shares0.77%2025-12-312026-02-09 YUM YUM BRANDS INC185 shares0.00%2025-12-312026-02-09 CROWN CASTLE CROWN CASTLE306 shares2.00%2025-12-312026-02-09 TOL TOLL BROTHERS196 shares0.51%2025-12-312026-02-09 TRNO TERRENO REALTY450 shares0.90%2025-12-312026-02-09 CUBE CUBESMART693 shares1.32%2025-12-312026-02-09 ELS EQUITY LIFESTYLE412 shares0.98%2025-12-312026-02-09 SPY SPDR S&P35 shares0.00%2025-12-312026-02-09 NET CLOUDFLARE INC121 shares0.00%2025-12-312026-02-09 HR HEALTHCARE REALTY1.4K shares1.38%2025-12-312026-02-09 IJH ISHARES CORE357 shares0.28%2025-12-312026-02-09 ABBV ABBVIE INC102 shares0.99%2025-12-312026-02-09 BRX BRIXMOR PROPERTY828 shares1.10%2025-12-312026-02-09 MET METLIFE INC274 shares0.74%2025-12-312026-02-09 MGM MGM RESORTS590 shares0.00%2025-12-312026-02-09 MMM 3M COMPANY134 shares0.00%2025-12-312026-02-09 XMMO INVESCO S&P151 sharesnew addition2025-12-312026-02-09 VT VANGUARD TOTAL147 shares0.00%2025-12-312026-02-09 CRM SALESFORCE INC78 shares0.00%2025-12-312026-02-09 GXO GXO LOGISTICS387 shares0.00%2025-12-312026-02-09 PG PROCTER & GAMBLE138 shares0.73%2025-12-312026-02-09 IHG INTERCONTINENTAL HOTELS140 shares0.00%2025-12-312026-02-09 KIM KIMCO REALTY944 shares1.29%2025-12-312026-02-09 INVH INVITATION HOMES686 shares1.03%2025-12-312026-02-09 DUKE ENERGY DUKE ENERGY159 shares-42.18%2025-12-312026-02-09 HON HONEYWELL INTL95 shares-66.31%2025-12-312026-02-09 TTWO TAKE-TWO INTERACTIVE72 shares0.00%2025-12-312026-02-09 NNN NNN REIT462 shares0.00%2025-12-312026-02-09 SBUX STARBUCKS CORP211 shares0.96%2025-12-312026-02-09 BLACKSTONE INC BLACKSTONE INC104 sharesnew addition2025-12-312026-02-09 AZN ASTRAZENECA PLC173 shares0.00%2025-12-312026-02-09 DASH DOORDASH INC70 shares0.00%2025-12-312026-02-09 EXR EXTRA SPACE120 shares1.69%2025-12-312026-02-09 SQM SOCIEDAD QUIMICA225 shares0.00%2025-12-312026-02-09 GLPI GAMING & LEISURE320 shares1.59%2025-12-312026-02-09 VWO VANGUARD FSTE266 shares0.76%2025-12-312026-02-09 MO ALTRIA GROUP244 shares1.67%2025-12-312026-02-09 EPRT ESSENTIAL PROPERTIES466 shares1.08%2025-12-312026-02-09 ALERIAN MLP ALERIAN MLP293 shares2.09%2025-12-312026-02-09 LAMR LAMAR ADVERTISING104 shares0.97%2025-12-312026-02-09 PYPL PAYPAL HOLDINGS222 shares0.45%2025-12-312026-02-09 PFFA VIRTUS INFRACAP598 shares2.40%2025-12-312026-02-09 PFE PFIZER INC509 shares1.60%2025-12-312026-02-09 REAL THE REALREAL800 shares0.00%2025-12-312026-02-09 NKE NIKE INC194 shares3.19%2025-12-312026-02-09 TMFC MOTLEY FOOL171 shares-30.49%2025-12-312026-02-09 SCHB SCHWAB US467 shares-59.21%2025-12-312026-02-09 FDX FEDEX CORP42 shares0.00%2025-12-312026-02-09 XHS STATE STREET112 shares0.00%2025-12-312026-02-09 WEC ENERGY WEC ENERGY111 shares0.00%2025-12-312026-02-09 BXMT BLACKSTONE MORTGAGE604 shares2.55%2025-12-312026-02-09 UMC UNITED MICROELECTRONICS1.5K shares0.00%2025-12-312026-02-09 VTI VANGUARD TOTAL34 shares0.00%2025-12-312026-02-09 GMED GLOBUS MEDICAL122 shares0.00%2025-12-312026-02-09 CSX CSX CORP267 shares0.00%2025-12-312026-02-09 ESGU ISHARES ESG64 shares0.00%2025-12-312026-02-09 WTAI WISDOMTREE ARTIFICIAL312 shares0.65%2025-12-312026-02-09 COLD AMERICOLD REALTY683 shares-10.72%2025-12-312026-02-09 FNDX SCHWAB FUNDAMENTAL322 shares0.63%2025-12-312026-02-09 J JACOBS SOLUTIONS65 shares-51.85%2025-12-312026-02-09 TSCO TRACTOR SUPPLY171 shares0.00%2025-12-312026-02-09 KMB KIMBERLY CLARK83 shares0.00%2025-12-312026-02-09 UBER UBER TECHNOLOGIES100 shares0.00%2025-12-312026-02-09 ARE ALEXANDRIA REAL166 shares-10.27%2025-12-312026-02-09 CARR CARRIER GLOBAL151 shares0.67%2025-12-312026-02-09 KSA ISHARES MSCI213 shares0.95%2025-12-312026-02-09 BCS BARCLAYS PLC300 shares0.00%2025-12-312026-02-09 PM PHILIP MORRIS46 shares2.22%2025-12-312026-02-09 T AT&T INC281 shares-4.75%2025-12-312026-02-09 AIRR FIRST TRUST70 sharesnew addition2025-12-312026-02-09 BNDX VANGUARD TOTAL142 shares0.71%2025-12-312026-02-09 MCHP MICROCHIP TECHNOLOGY INC104 shares0.00%2025-12-312026-02-09 FNDF SCHWAB FUNDAMENTAL139 shares2.96%2025-12-312026-02-09 TGT TARGET CORP59 shares1.72%2025-12-312026-02-09 VMBS VANGUARD MORTGAGE106 shares1.92%2025-12-312026-02-09 IWM ISHARES RUSSELL20 shares0.00%2025-12-312026-02-09 RXO RXO INC387 shares0.00%2025-12-312026-02-09 FNDA SCHWAB FUNDAMENTAL154 shares0.65%2025-12-312026-02-09 DUOL DUOLINGO INC27 shares0.00%2025-12-312026-02-09 CCK CROWN HOLDINGS45 shares0.00%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS112 shares-53.53%2025-12-312026-02-09 F FORD MOTOR347 shares1.17%2025-12-312026-02-09 AWK AMERICAN WATER34 shares0.00%2025-12-312026-02-09 IUSB ISHARES CORE91 shares-46.47%2025-12-312026-02-09 IBRX IMMUNITYBIO INC2.0K shares0.00%2025-12-312026-02-09 AMBC OCTAVE SPECIALTY500 shares0.00%2025-12-312026-02-09 PINS PINTEREST INC150 shares0.00%2025-12-312026-02-09 SONY SONY GROUP151 shares0.00%2025-12-312026-02-09 EMB ISHARES JPMORGAN40 shares2.56%2025-12-312026-02-09 VXF VANGUARD EXTENDED18 shares0.00%2025-12-312026-02-09 SCHR SCHWAB INTERMEDIATE143 shares0.70%2025-12-312026-02-09 YUMC YUM CHINA73 shares-61.58%2025-12-312026-02-09 PRSU PURSUIT ATTRACTIONS100 shares0.00%2025-12-312026-02-09 HSBC HSBC HOLDINGS41 shares0.00%2025-12-312026-02-09 CWH CAMPING WORLD328 shares1.23%2025-12-312026-02-09 GBCI GLACIER BANCORP72 shares1.41%2025-12-312026-02-09 FIS FIDELITY NATIONAL47 shares0.00%2025-12-312026-02-09 PNW PINNACLE WEST33 shares0.00%2025-12-312026-02-09 ING ING GROEP98 shares0.00%2025-12-312026-02-09 FI FISERV INC25 shares-86.84%2025-12-312026-02-09 IXUS ISHARES CORE18 shares0.00%2025-12-312026-02-09 PEGA PEGASYSTEMS INC26 shares0.00%2025-12-312026-02-09 SBAC SBA COMMUNICATIONS6 shares0.00%2025-12-312026-02-09 KTOS KRATOS DEFENSE16 sharesnew addition2025-12-312026-02-09 PSK STATE STREET34 shares0.00%2025-12-312026-02-09 NTSX WISDOMTREE U S19 shares0.00%2025-12-312026-02-09 HUBS HUBSPOT INC2 shares0.00%2025-12-312026-02-09 ACI ALBERTSONS COS27 shares3.85%2025-12-312026-02-09 AMTM AMENTUM HOLDINGS13 shares-85.87%2025-12-312026-02-09 LITE LUMENTUM HOLDINGS1 shares0.00%2025-12-312026-02-09 CCL CARNIVAL CORP9 shares0.00%2025-12-312026-02-09 GRAL GRAIL INC1 shares-87.50%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available