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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 201 | $6.61K | <0.1% | – | – | – |
| TSCOTractor Supply Co | COM | 33 | $7.16K | <0.1% | – | – | History |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 170 | $7.61K | <0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 167 | $7.70K | <0.1% | – | – | – |
| DASHDoorDash, Inc. | Stock | 80 | $7.91K | <0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33 | $7.92K | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 124 | $7.97K | <0.1% | – | – | – |
| BXBlackstone Inc. | COM | 61 | $7.98K | <0.1% | – | – | History |
| CWHCamping World Holdings, Inc. | CL A | 308 | $8.10K | <0.1% | – | – | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 163 | $8.11K | <0.1% | – | – | – |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $8.24K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 76 | $8.25K | <0.1% | – | – | History |
| BABoeing Co | Stock | 32 | $8.34K | <0.1% | – | – | History |
| CARRCarrier Global Corp | Stock | 147 | $8.45K | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 99 | $8.93K | <0.1% | – | – | History |
| RXORXO, Inc. | COMMON STOCK | 387 | $9.00K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 71 | $9.24K | <0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 111 | $9.34K | <0.1% | – | – | History |
| ELVElevance Health, Inc. | Stock | 20 | $9.52K | <0.1% | – | – | History |
| CBChubb Ltd | Stock | 43 | $9.80K | <0.1% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 116 | $9.92K | <0.1% | – | – | – |
| LAMRLamar Advertising Co | REIT | 94 | $9.94K | <0.1% | – | – | History |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $9.96K | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 83 | $10.1K | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 40 | $10.2K | <0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 258 | $10.6K | <0.1% | – | – | – |
| RKTRocket Companies, Inc. | Stock | 750 | $10.9K | <0.1% | – | – | History |
| EPRTEssential Properties Realty Trust, Inc. | COM | 430 | $11.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 291 | $11.7K | <0.1% | – | – | History |
| SBACSba Communications Corp | CL A | 46 | $11.8K | <0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 49 | $11.9K | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 304 | $12.5K | <0.1% | – | – | History |
| AVAVAeroVironment Inc | COM | 100 | $12.6K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 210 | $12.9K | <0.1% | – | – | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 281 | $13.9K | <0.1% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 214 | $14.4K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 95 | $14.7K | <0.1% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 91 | $15.5K | <0.1% | – | – | – |
| TMToyota Motor Corp | ADS | 85 | $15.6K | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 108 | $16.0K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 116 | $16.5K | <0.1% | – | – | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 1,317 | $17.0K | <0.1% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 250 | $17.1K | <0.1% | – | – | History |
| METMetlife Inc | Stock | 261 | $17.3K | <0.1% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 268 | $17.3K | <0.1% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 109 | $17.4K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 38 | $17.4K | <0.1% | – | – | History |
| BRXBrixmor Property Group Inc. | COM | 757 | $17.6K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 187 | $18.0K | <0.1% | – | – | History |
| KRCKilroy Realty Corp | COM | 452 | $18.0K | <0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 363 | $18.1K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 132 | $19.3K | <0.1% | – | – | History |
| KIMKimco Realty Corp | COM | 911 | $19.4K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 34 | $19.8K | <0.1% | – | – | History |
| NNNNNN REIT, Inc. | REIT | 462 | $19.9K | <0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 77 | $20.3K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 383 | $21.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 637 | $21.4K | <0.1% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 170 | $21.5K | <0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 388 | $21.6K | <0.1% | – | – | – |
| COLDAmericold Realty Trust | COM | 714 | $21.6K | <0.1% | – | – | History |
| INVHInvitation Homes Inc. | COM | 640 | $21.8K | <0.1% | – | – | History |
| iShares Core S&P US Value ETF464287663 | ETF | 261 | $22.0K | <0.1% | – | – | – |
| HRHealthcare Realty Trust Inc | CL A COM | 1,278 | $22.0K | <0.1% | – | – | History |
| TOLToll Brothers, Inc. | COM | 217 | $22.3K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 645 | $22.3K | <0.1% | – | – | History |
| GXOGXO Logistics, Inc. | Stock | 387 | $23.7K | <0.1% | – | – | History |
| SHELShell plc | ADR | 362 | $23.8K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 337 | $24.4K | <0.1% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 334 | $25.1K | <0.1% | – | – | – |
| FISVFiserv Inc | Stock | 190 | $25.2K | <0.1% | – | – | History |
| MPLXMPLX LP | COM UNIT REP LTD | 713 | $26.2K | <0.1% | – | – | History |
| TRNOTerreno Realty Corp | COM | 422 | $26.5K | <0.1% | – | – | History |
| ADCAgree Realty Corp | COM | 429 | $27.0K | <0.1% | – | – | History |
| ELSEquity Lifestyle Properties Inc | COM | 397 | $28.0K | <0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 127 | $28.5K | <0.1% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 500 | $29.0K | <0.1% | – | – | – |
| CUBECubeSmart | REIT | 631 | $29.2K | <0.1% | – | – | History |
| EBAYeBay Inc | COM | 677 | $29.5K | <0.1% | – | – | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 444 | $30.2K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 819 | $30.3K | 0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $30.3K | 0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 233 | $31.3K | 0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 275 | $31.6K | 0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 68 | $33.1K | 0.1% | – | – | History |
| XPOXPO, Inc. | COM | 387 | $33.9K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 504 | $34.7K | 0.1% | – | – | History |
| DOCHealthpeak Properties, Inc. | COM | 1,759 | $34.8K | 0.1% | – | – | History |
| YUMYum Brands Inc | Stock | 275 | $35.9K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 820 | $36.0K | 0.1% | – | – | History |
| MANUManchester United plc | ORD CL A | 1,801 | $36.7K | 0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 635 | $36.9K | 0.1% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 717 | $37.0K | 0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 221 | $37.8K | 0.1% | – | – | History |
| SPLKSplunk Inc | COM | 248 | $37.8K | 0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 44 | $38.6K | 0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 141 | $39.2K | 0.1% | – | – | – |
| FCFranklin Covey Co | COM | 905 | $39.4K | 0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 2,141 | $41.7K | 0.1% | – | – | History |
| VICIVici Properties Inc. | COM | 1,320 | $42.1K | 0.1% | – | – | History |