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 |
|---|---|---|---|---|---|---|---|
| REXRRexford Industrial Realty, Inc. | COM | 767 | $43.0K | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 705 | $43.3K | 0.1% | – | – | History |
| SUISun Communities Inc | COM | 327 | $43.7K | 0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 325 | $44.8K | 0.1% | – | – | History |
| MARMarriott International Inc | Stock | 201 | $45.3K | 0.1% | – | – | History |
| UDRUDR, Inc. | COM | 1,226 | $46.9K | 0.1% | – | – | History |
| SYKStryker Corp | Stock | 163 | $48.7K | 0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 260 | $48.7K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 334 | $49.9K | 0.1% | – | – | History |
| AVBAvalonbay Communities Inc | COM | 276 | $51.6K | 0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 64 | $51.8K | 0.1% | – | – | History |
| ORealty Income Corp | REIT | 904 | $51.9K | 0.1% | – | – | History |
| EQIXEquinix Inc | COM | 65 | $52.1K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 336 | $52.8K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 872 | $53.0K | 0.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 990 | $53.3K | 0.1% | – | – | – |
| CCitigroup Inc | Stock | 1,102 | $56.7K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 722 | $57.0K | 0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 632 | $57.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 272 | $57.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 787 | $57.0K | 0.1% | – | – | History |
| MGMMGM Resorts International | Stock | 1,281 | $57.2K | 0.1% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 354 | $61.6K | 0.1% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 442 | $62.8K | 0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 882 | $63.7K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 765 | $64.3K | 0.1% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 634 | $66.7K | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 135 | $66.9K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 615 | $67.0K | 0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 911 | $72.0K | 0.1% | – | – | History |
| ALLAllstate Corp | Stock | 520 | $72.8K | 0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 162 | $77.3K | 0.1% | – | – | – |
| AKAMAkamai Technologies Inc | COM | 655 | $77.5K | 0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,646 | $78.8K | 0.1% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 778 | $79.3K | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 1,672 | $79.9K | 0.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 478 | $80.6K | 0.1% | – | – | – |
| WMWaste Management Inc | Stock | 475 | $85.1K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 408 | $90.9K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 867 | $91.4K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 177 | $93.3K | 0.2% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 41 | $93.8K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 601 | $94.1K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 146 | $96.7K | 0.2% | – | – | History |
| AMTAmerican Tower Corp | REIT | 459 | $99.1K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 172 | $102.6K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 800 | $112.7K | 0.2% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 414 | $122.1K | 0.2% | – | – | History |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 5,061 | $124.3K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 619 | $161.2K | 0.3% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 1,249 | $161.7K | 0.3% | – | – | History |
| Amplify Blockchain Technology ETF032108607 | ETF | 6,356 | $189.7K | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E149 | S&P SMLCP HELT | 4,518 | $193.4K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 6,834 | $196.7K | 0.3% | – | – | History |
| Exchange Traded Concepts Tru301505707 | ROBO GLB ETF | 3,515 | $201.4K | 0.3% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 4,199 | $207.4K | 0.3% | – | – | – |
| ILMNIllumina, Inc. | COM | 1,537 | $214.0K | 0.4% | – | – | History |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 2,393 | $229.5K | 0.4% | – | – | – |
| ProShares Tr74348A145 | PET CARE ETF | 4,497 | $237.2K | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 965 | $239.8K | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 599 | $245.3K | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 5,228 | $264.1K | 0.4% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 507 | $269.2K | 0.4% | – | – | History |
| RACEFerrari N.V. | COM | 810 | $274.1K | 0.5% | – | – | History |
| DUKDuke Energy CORP | Stock | 2,836 | $275.2K | 0.5% | – | – | History |
| VZVerizon Communications Inc | Stock | 7,812 | $294.5K | 0.5% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 7,210 | $305.9K | 0.5% | – | – | History |
| JJacobs Solutions Inc. | COM | 2,680 | $347.9K | 0.6% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 31,510 | $361.4K | 0.6% | – | – | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 8,329 | $369.0K | 0.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,437 | $372.1K | 0.6% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,394 | $373.6K | 0.6% | – | – | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7,968 | $411.4K | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 4,959 | $447.7K | 0.7% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 5,156 | $455.6K | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 9,713 | $501.9K | 0.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 21,930 | $530.3K | 0.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,052 | $654.4K | 1.1% | – | – | – |
| WMTWalmart Inc. | Stock | 4,703 | $741.5K | 1.2% | – | – | History |
| KOCoca Cola Co | Stock | 13,963 | $822.8K | 1.4% | – | – | History |
| ZTSZoetis Inc. | Stock | 4,696 | $926.8K | 1.5% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 21,306 | $1.01M | 1.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,981 | $1.06M | 1.8% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.09M | 1.8% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,701 | $1.10M | 1.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 3,345 | $1.16M | 1.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,052 | $1.20M | 2.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 3,260 | $1.23M | 2.0% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 22,338 | $1.26M | 2.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 35,876 | $1.28M | 2.1% | – | – | – |
| PLDPrologis, Inc. | REIT | 10,488 | $1.40M | 2.3% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 88,305 | $1.49M | 2.5% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 17,716 | $1.57M | 2.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 11,345 | $1.58M | 2.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 11,577 | $1.76M | 2.9% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,124 | $1.90M | 3.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,862 | $1.92M | 3.2% | – | – | – |
| New York Life Investments Et45409B560 | FTSE INTL EQTY C | 84,529 | $2.10M | 3.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,195 | $2.17M | 3.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,129 | $3.10M | 5.2% | – | – | – |