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 |
|---|---|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 81,087 | $4.19M | 7.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,440 | $4.56M | 7.6% | – | – | – |
| AAPLApple Inc. | Stock | 25,141 | $4.84M | 8.1% | – | – | History |