Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only.
- Positions
- 303
- No filing for Q3 2023
- Portfolio value
- $60.1M
- No filing for Q3 2023
Wiser Advisor Group LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 2 | $23 | <0.1% | – | – | History |
| SNAPSnap Inc | Stock | 2 | $34 | <0.1% | – | – | History |
| ONLOrion Properties Inc. | REIT | 6 | $36 | <0.1% | – | – | History |
| DOMADoma Holdings, Inc. | COM NEW | 8 | $37 | <0.1% | – | – | History |
| LOGCContextLogic Holdings Inc. | CL A NEW | 8 | $48 | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 1 | $52 | <0.1% | – | – | History |
| Global X FDS37950E291 | GLOBX SUPDV US | 5 | $89 | <0.1% | – | – | – |
| BYNDBeyond Meat, Inc. | COM | 18 | $160 | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 2 | $166 | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 5 | $202 | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 12 | $209 | <0.1% | – | – | History |
| CGCCanopy Growth Corp | COM NEW | 43 | $219 | <0.1% | – | – | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 137 | $315 | <0.1% | – | – | History |
| OPENOpendoor Technologies Inc. | COM | 125 | $560 | <0.1% | – | – | History |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 25 | $581 | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 8 | $619 | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 24 | $870 | <0.1% | – | – | History |
| WMGWarner Music Group Corp. | COM CL A | 25 | $904 | <0.1% | – | – | History |
| RXTRackspace Technology, Inc. | COM | 500 | $1.00K | <0.1% | – | – | History |
| Schwab U.S. REIT ETF808524847 | ETF | 48 | $1.00K | <0.1% | – | – | – |
| Xtrackers International Real Estate ETF233051846 | ETF | 48 | $1.04K | <0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 27 | $1.05K | <0.1% | – | – | History |
| MMM3M Co | Stock | 10 | $1.09K | <0.1% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17 | $1.12K | <0.1% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1.14K | <0.1% | – | – | – |
| DKNGDraftKings Inc. | Stock | 40 | $1.41K | <0.1% | – | – | History |
| VACMarriott Vacations Worldwide Corp | COM | 17 | $1.45K | <0.1% | – | – | History |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 459 | $1.53K | <0.1% | – | – | History |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 74 | $1.56K | <0.1% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 61 | $1.62K | <0.1% | – | – | – |
| PUBMPubMatic, Inc. | COM CL A | 100 | $1.63K | <0.1% | – | – | History |
| SHCSotera Health Co | COM | 100 | $1.69K | <0.1% | – | – | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 51 | $1.76K | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 23 | $1.78K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 166 | $1.80K | <0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38 | $1.91K | <0.1% | – | – | – |
| AALAmerican Airlines Group Inc. | Stock | 140 | $1.92K | <0.1% | – | – | History |
| PUKPrudential PLC | ADR | 89 | $2.00K | <0.1% | – | – | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 118 | $2.04K | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 238 | $2.07K | <0.1% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 25 | $2.08K | <0.1% | – | – | History |
| OKTAOkta, Inc. | CL A | 24 | $2.17K | <0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 15 | $2.20K | <0.1% | – | – | History |
| WPPWPP plc | ADR | 47 | $2.24K | <0.1% | – | – | History |
| BCSBarclays PLC | ADR | 291 | $2.29K | <0.1% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 45 | $2.36K | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 64 | $2.36K | <0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 68 | $2.37K | <0.1% | – | – | – |
| PNWPinnacle West Capital Corp | COM | 33 | $2.37K | <0.1% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 102 | $2.53K | <0.1% | – | – | – |
| NICENICE Ltd. | SPONSORED ADR | 13 | $2.60K | <0.1% | – | – | History |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 64 | $2.62K | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 45 | $2.72K | <0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 57 | $2.78K | <0.1% | – | – | History |
| GBCIGlacier Bancorp, Inc. | COM | 68 | $2.80K | <0.1% | – | – | History |
| REYNReynolds Consumer Products Inc. | COM | 106 | $2.84K | <0.1% | – | – | History |
| BPBP PLC | ADR | 81 | $2.86K | <0.1% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 23 | $2.88K | <0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 58 | $2.88K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 42 | $2.90K | <0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 63 | $3.04K | <0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 33 | $3.13K | <0.1% | – | – | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 80 | $3.23K | <0.1% | – | – | History |
| INGING Groep NV | SPONSORED ADR | 218 | $3.27K | <0.1% | – | – | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 68 | $3.41K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 10 | $3.52K | <0.1% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 21 | $3.70K | <0.1% | – | – | – |
| LINLinde PLC | Stock | 9 | $3.71K | <0.1% | – | – | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 41 | $3.75K | <0.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23 | $3.80K | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 141 | $3.82K | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 38 | $3.92K | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 42 | $3.92K | <0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 214 | $3.97K | <0.1% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 44 | $4.08K | <0.1% | – | – | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 75 | $4.15K | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 32 | $4.27K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 27 | $4.35K | <0.1% | – | – | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 130 | $4.37K | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 97 | $4.51K | <0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 160 | $4.59K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 33 | $4.87K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 64 | $4.89K | <0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 36 | $4.90K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14 | $4.99K | <0.1% | – | – | History |
| PETSPetmed Express Inc | COM | 663 | $5.01K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 67 | $5.42K | <0.1% | – | – | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 111 | $5.46K | <0.1% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 56 | $5.49K | <0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 62 | $5.50K | <0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 10 | $5.55K | <0.1% | – | – | History |
| JAMFJamf Holding Corp. | COM | 313 | $5.65K | <0.1% | – | – | History |
| SOFISoFi Technologies, Inc. | Stock | 590 | $5.87K | <0.1% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 59 | $6.07K | <0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16 | $6.09K | <0.1% | – | – | History |
| DUOLDuolingo, Inc. | CL A COM | 27 | $6.13K | <0.1% | – | – | History |
| AFLAflac Inc | Stock | 75 | $6.19K | <0.1% | – | – | History |
| RBLXRoblox Corp | Stock | 138 | $6.31K | <0.1% | – | – | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 104 | $6.41K | <0.1% | – | – | – |
| PINSPinterest, Inc. | CL A | 175 | $6.48K | <0.1% | – | – | History |