Skip to main content
Livermore
Livermore
ZHEN

Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 5, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
268
+7 vs. Q3 2024
Portfolio value
$68.8M
+$1.75M (+2.6%) vs. Q3 2024
Filed
Feb 5, 2025
SEC
Holdings of Wiser Advisor Group LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
WBDWarner Bros. Discovery, Inc.Stock2$21<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1$48<0.1%−744−99.9%ReducedHistory
BMYBristol Myers Squibb CoStock1$61<0.1%00.0%UnchangedHistory
VIAVViavi Solutions Inc.COM6$61<0.1%+6NewHistory
LITELumentum Holdings Inc.COM1$84<0.1%+1NewHistory
Global X FDS37950E291GLOBX SUPDV US6$99<0.1%+1+20.0%Added–
MDTMedtronic plcStock2$167<0.1%00.0%UnchangedHistory
TLRYTilray Brands, Inc.COM CL 2137$182<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/99999$224<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock3$235<0.1%+3NewHistory
PNCPNC Financial Services Group, Inc.Stock2$386<0.1%+2NewHistory
ACIAlbertsons Companies, Inc.COMMON STOCK26$508<0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A8$630<0.1%−14−63.6%ReducedHistory
GEVGE Vernova Inc.Stock2$658<0.1%+2NewHistory
WisdomTree Tr97717Y790US EFFIC CORE FD19$896<0.1%00.0%Unchanged–
SPDR Series Trust78464A292ST STR PFD ETF34$1.12K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF18$1.18K<0.1%00.0%Unchanged–
NICENICE Ltd.SPONSORED ADR7$1.19K<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A6$1.25K<0.1%−41−87.2%ReducedHistory
WPPWPP plcADR26$1.34K<0.1%00.0%UnchangedHistory
IAUiShares Gold TrustETF27$1.34K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock118$1.47K<0.1%−7−5.6%ReducedHistory
DKNGDraftKings Inc.Stock40$1.49K<0.1%00.0%UnchangedHistory
STMSTMicroelectronics N.V.NY REGISTRY62$1.56K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock42$1.58K<0.1%+42NewHistory
ULUnilever PLCSPON ADR NEW29$1.64K<0.1%00.0%UnchangedHistory
DEODiageo PLCSPON ADR NEW14$1.81K<0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock11$1.83K<0.1%+11NewHistory
BHPBHP Group LtdADR39$1.92K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR23$1.98K<0.1%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF39$2.03K<0.1%+1+2.6%Added–
SOLVSolventum CorpStock32$2.11K<0.1%00.0%UnchangedHistory
BPBP PLCADR76$2.23K<0.1%+1+1.3%AddedHistory
Flexshares Tr33939L407MORNSTAR UPSTR64$2.33K<0.1%00.0%Unchanged–
GRALGRAIL, Inc.COM131$2.34K<0.1%00.0%UnchangedHistory
Schwab US Tips ETF808524870ETF93$2.40K<0.1%+1+1.1%AddedConverted for a 2-for-1 split–
Global X FDS37954Y483NASDAQ 100 COVER133$2.42K<0.1%+3+2.3%Added–
AALAmerican Airlines Group Inc.Stock140$2.44K<0.1%00.0%UnchangedHistory
SNYSanofiSPONSORED ADR54$2.59K<0.1%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM25$2.69K<0.1%00.0%UnchangedHistory
PNWPinnacle West Capital CorpCOM33$2.80K<0.1%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock24$3.15K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR151$3.19K<0.1%+1+0.7%AddedConverted for a 5-for-1 splitHistory
INGING Groep NVSPONSORED ADR204$3.20K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock9$3.20K<0.1%00.0%UnchangedHistory
FFord Motor CoStock323$3.20K<0.1%+4+1.3%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF18$3.45K<0.1%−5−21.7%Reduced–
GBCIGlacier Bancorp, Inc.COM70$3.51K<0.1%+1+1.4%AddedHistory
CCKCrown Holdings, Inc.COM45$3.70K<0.1%00.0%UnchangedHistory
FISFidelity National Information Services, Inc.Stock46$3.72K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW76$3.75K<0.1%00.0%UnchangedHistory
BCSBarclays PLCADR296$3.94K<0.1%00.0%UnchangedHistory
AWKAmerican Water Works Company, Inc.Stock33$4.12K<0.1%00.0%UnchangedHistory
PINSPinterest, Inc.CL A150$4.35K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF20$4.42K<0.1%+20New–
Schwab Fundamental International Equity ETF808524755ETF135$4.47K<0.1%+4+3.1%Added–
Schwab Fundamental U.S. Small Company ETF808524763ETF152$4.52K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
Vanguard Mortgage-Backed Securities ETF92206C771ETF101$4.59K<0.1%+1+1.0%Added–
SWKStanley Black & Decker, Inc.COM58$4.66K<0.1%+1+1.8%AddedHistory
DDDuPont de Nemours, Inc.COM65$4.95K<0.1%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock44$5.29K<0.1%+1+2.3%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF224$5.44K<0.1%+4+1.8%AddedConverted for a 2-for-1 split–
iShares Tr464288281JPMORGAN USD EMG64$5.71K<0.1%+1+1.6%Added–
MCHPMicrochip Technology IncStock101$5.81K<0.1%00.0%UnchangedHistory
NGGNational Grid PLCSPONSORED ADR NE98$5.85K<0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock100$6.03K<0.1%00.0%UnchangedHistory
OSGOctave Specialty Group IncCOM NEW500$6.33K<0.1%00.0%UnchangedHistory
CWHCamping World Holdings, Inc.CL A317$6.68K<0.1%+2+0.6%AddedHistory
TAT&T Inc.Stock294$6.70K<0.1%−16−5.2%ReducedHistory
WisdomTree Tr97717Y543ARTI INT INN FD310$6.83K<0.1%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF152$7.45K<0.1%+2+1.3%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF316$7.49K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
TGTTarget CorpStock57$7.65K<0.1%+1+1.8%AddedHistory
ZTSZoetis Inc.Stock47$7.67K<0.1%−43−47.8%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD173$7.82K<0.1%+2+1.2%Added–
SQMChemical & Mining Co of Chile IncSPON ADR SER B225$8.18K<0.1%00.0%UnchangedHistory
DOWDow Inc.Stock204$8.19K<0.1%−194−48.7%ReducedHistory
iShares Tr46434V423MSCI SAUDI ARBIA205$8.39K<0.1%+2+1.0%Added–
CSXCSX CorpStock267$8.62K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock72$8.70K<0.1%00.0%UnchangedHistory
REALTheRealReal, Inc.COM800$8.74K<0.1%+800NewHistory
DUOLDuolingo, Inc.CL A COM27$8.75K<0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM169$8.98K<0.1%−1−0.6%ReducedConverted for a 5-for-1 splitHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,400$9.09K<0.1%00.0%UnchangedHistory
RXORXO, Inc.COMMON STOCK387$9.23K<0.1%00.0%UnchangedHistory
Vanguard Total World Stock ETF922042742ETF81$9.52K<0.1%00.0%Unchanged–
BXMTBlackstone Mortgage Trust, Inc.COM CL A547$9.53K<0.1%+14+2.6%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF34$9.81K<0.1%00.0%Unchanged–
GMEDGlobus Medical IncStock122$10.1K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A573ST STR SP HCSVC112$10.1K<0.1%00.0%Unchanged–
CARRCarrier Global CorpStock149$10.2K<0.1%+1+0.7%AddedHistory
WECWec Energy Group, Inc.Stock111$10.4K<0.1%00.0%UnchangedHistory
KMBKimberly Clark CorpStock83$10.9K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock41$11.6K<0.1%00.0%UnchangedHistory
DASHDoorDash, Inc.Stock70$11.7K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock227$11.9K<0.1%+4+1.8%AddedHistory
Etfis Ser Tr I26923G822VIRTUS INFRCAP544$11.9K<0.1%+12+2.3%Added–
LAMRLamar Advertising CoREIT99$12.1K<0.1%+1+1.0%AddedHistory
Alps ETF Tr00162Q452ALERIAN MLP271$13.0K<0.1%+5+1.9%Added–
BUDAnheuser-Busch InBev SA/NVADR264$13.2K<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (4)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Wiser Advisor Group LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
DLTRDollar Tree, Inc.COM442$31.1K<0.1%History
RBLXRoblox CorpStock70$3.10K<0.1%History
Fidelity Covington Trust31609A404ENHANCED INTL62$1.89K<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD25$1.26K<0.1%–