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Livermore
Livermore
ZHEN

Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
275
+7 vs. Q4 2024
Portfolio value
$67.7M
−$1.02M (−1.5%) vs. Q4 2024
Filed
May 14, 2025
SEC
Holdings of Wiser Advisor Group LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WBDWarner Bros. Discovery, Inc.Stock2$21<0.1%00.0%UnchangedHistory
Global X FDS37954Y483NASDAQ 100 COVER2$29<0.1%−131−98.5%Reduced–
LITELumentum Holdings Inc.COM1$62<0.1%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock1$66<0.1%00.0%UnchangedHistory
VIAVViavi Solutions Inc.COM6$67<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1$73<0.1%00.0%UnchangedHistory
Global X FDS37950E291GLOBX SUPDV US6$105<0.1%00.0%Unchanged–
CCLCarnival Corp Ltd.UNIT 99/99/99999$176<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock2$189<0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock3$242<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock2$354<0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A4$421<0.1%−4−50.0%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK26$573<0.1%00.0%UnchangedHistory
STMSTMicroelectronics N.V.NY REGISTRY27$600<0.1%−35−56.5%ReducedHistory
GEVGE Vernova Inc.Stock2$611<0.1%00.0%UnchangedHistory
DEODiageo PLCSPON ADR NEW6$658<0.1%−8−57.1%ReducedHistory
WisdomTree Tr97717Y790US EFFIC CORE FD19$872<0.1%00.0%Unchanged–
GRALGRAIL, Inc.COM35$897<0.1%−96−73.3%ReducedHistory
PEGAPegasystems IncCOM13$904<0.1%+13NewHistory
BHPBHP Group LtdADR19$908<0.1%−20−51.3%ReducedHistory
QUIKQUICKLOGIC CorpCOM NEW200$1.02K<0.1%+200NewHistory
VTRSViatris IncStock119$1.03K<0.1%+1+0.8%AddedHistory
SPDR Series Trust78464A292ST STR PFD ETF34$1.10K<0.1%00.0%Unchanged–
HUBSHubSpot IncCOM2$1.14K<0.1%+2NewHistory
KKRKKR & Co. Inc.COM10$1.16K<0.1%+10NewHistory
BUDAnheuser-Busch InBev SA/NVADR19$1.18K<0.1%−245−92.8%ReducedHistory
BPBP PLCADR35$1.19K<0.1%−41−53.9%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF18$1.25K<0.1%00.0%Unchanged–
ACNAccenture plcStock4$1.28K<0.1%−5−55.6%ReducedHistory
SNYSanofiSPONSORED ADR24$1.31K<0.1%−30−55.6%ReducedHistory
DKNGDraftKings Inc.Stock40$1.33K<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A6$1.36K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR10$1.37K<0.1%−13−56.5%ReducedHistory
AALAmerican Airlines Group Inc.Stock140$1.48K<0.1%00.0%UnchangedHistory
CMCSAComcast CorpStock42$1.56K<0.1%00.0%UnchangedHistory
IAUiShares Gold TrustETF27$1.59K<0.1%00.0%UnchangedHistory
PRSUPursuit Attractions & Hospitality, Inc.COM50$1.77K<0.1%+50NewHistory
INGING Groep NVSPONSORED ADR94$1.84K<0.1%−110−53.9%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF39$2.10K<0.1%00.0%Unchanged–
GEGeneral Electric CoStock11$2.21K<0.1%00.0%UnchangedHistory
UPSTUpstart Holdings, Inc.COM50$2.30K<0.1%+50NewHistory
SOLVSolventum CorpStock32$2.43K<0.1%00.0%UnchangedHistory
iShares Tr46435G425ESG AWR MSCI USA20$2.44K<0.1%+20New–
ISRGIntuitive Surgical IncCOM NEW5$2.48K<0.1%+5NewHistory
SYNASYNAPTICS IncStock40$2.55K<0.1%+40NewHistory
ABNBAirbnb, Inc.Stock24$2.87K<0.1%00.0%UnchangedHistory
GBCIGlacier Bancorp, Inc.COM70$3.09K<0.1%00.0%UnchangedHistory
Vanguard Index FDS922908652EXTEND MKT ETF18$3.13K<0.1%00.0%Unchanged–
PNWPinnacle West Capital CorpCOM33$3.14K<0.1%00.0%UnchangedHistory
FFord Motor CoStock333$3.34K<0.1%+10+3.1%AddedHistory
FISFidelity National Information Services, Inc.Stock46$3.46K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR151$3.82K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF20$3.99K<0.1%00.0%Unchanged–
CCKCrown Holdings, Inc.COM45$4.00K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF152$4.18K<0.1%00.0%Unchanged–
REALTheRealReal, Inc.COM800$4.31K<0.1%00.0%UnchangedHistory
HSBCHSBC Holdings PLCSPON ADR NEW76$4.36K<0.1%00.0%UnchangedHistory
OSGOctave Specialty Group IncCOM NEW500$4.38K<0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM59$4.51K<0.1%+1+1.7%AddedHistory
BCSBarclays PLCADR296$4.55K<0.1%00.0%UnchangedHistory
PINSPinterest, Inc.CL A150$4.65K<0.1%00.0%UnchangedHistory
Vanguard Mortgage-Backed Securities ETF92206C771ETF102$4.72K<0.1%+1+1.0%Added–
NGGNational Grid PLCSPONSORED ADR NE72$4.76K<0.1%−26−26.5%ReducedHistory
DOWDow Inc.Stock138$4.83K<0.1%−66−32.4%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF135$4.86K<0.1%00.0%Unchanged–
Pacer FDS Tr69374H741DATA AND INFRAST166$4.87K<0.1%+166New–
AWKAmerican Water Works Company, Inc.Stock33$4.91K<0.1%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock102$4.94K<0.1%+1+1.0%AddedHistory
CWHCamping World Holdings, Inc.CL A319$5.16K<0.1%+2+0.6%AddedHistory
AMTMAmentum Holdings, Inc.COM295$5.37K<0.1%−1,164−79.8%ReducedHistory
Exchange Traded Concepts Tru301505707ROBO GLB ETF106$5.46K<0.1%−3,052−96.6%Reduced–
Schwab Intermediate-Term US Treasury ETF808524854ETF229$5.69K<0.1%+5+2.2%Added–
iShares Tr464288281JPMORGAN USD EMG65$5.86K<0.1%+1+1.6%Added–
WisdomTree Tr97717Y543ARTI INT INN FD310$5.89K<0.1%00.0%Unchanged–
TGTTarget CorpStock57$5.96K<0.1%00.0%UnchangedHistory
IBRXImmunityBio, Inc.COM2,000$6.02K<0.1%+2,000NewHistory
PMPhilip Morris International Inc.Stock44$7.05K<0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock100$7.29K<0.1%00.0%UnchangedHistory
Vanguard Total International Bond ETF92203J407ETF149$7.29K<0.1%−3−2.0%Reduced–
RXORXO, Inc.COMMON STOCK387$7.39K<0.1%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock72$7.40K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF318$7.50K<0.1%+2+0.6%Added–
ZTSZoetis Inc.Stock47$7.76K<0.1%00.0%UnchangedHistory
iShares Tr46434V613CORE UNIVRSL USD170$7.83K<0.1%−3−1.7%Reduced–
CSXCSX CorpStock267$7.86K<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock294$8.32K<0.1%00.0%UnchangedHistory
DUOLDuolingo, Inc.CL A COM27$8.38K<0.1%00.0%UnchangedHistory
ILMNIllumina, Inc.COM107$8.49K<0.1%−393−78.6%ReducedHistory
iShares Tr46434V423MSCI SAUDI ARBIA207$8.56K<0.1%+2+1.0%Added–
GMEDGlobus Medical IncStock122$8.93K<0.1%00.0%UnchangedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B225$8.94K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q705FT VEST S&P 500180$9.08K<0.1%−9,022−98.0%Reduced–
TSCOTractor Supply CoCOM169$9.33K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF34$9.33K<0.1%00.0%Unchanged–
Vanguard Total World Stock ETF922042742ETF81$9.39K<0.1%00.0%Unchanged–
CARRCarrier Global CorpStock149$9.46K<0.1%00.0%UnchangedHistory
UMCUnited Microelectronics CorpSPON ADR NEW1,400$10.0K<0.1%00.0%UnchangedHistory
MANUManchester United plcORD CL A766$10.0K<0.1%00.0%UnchangedHistory
FDXFedEx CorpStock41$10.1K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A573ST STR SP HCSVC112$11.0K<0.1%00.0%Unchanged–

Sold out since Q4 2024 (8)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Wiser Advisor Group LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
MPCMarathon Petroleum CorpStock110$15.4K<0.1%History
DDDuPont de Nemours, Inc.COM65$4.95K<0.1%History
Schwab US Tips ETF808524870ETF93$2.40K<0.1%–
Flexshares Tr33939L407MORNSTAR UPSTR64$2.33K<0.1%–
ULUnilever PLCSPON ADR NEW29$1.64K<0.1%History
WPPWPP plcADR26$1.34K<0.1%History
NICENICE Ltd.SPONSORED ADR7$1.19K<0.1%History
TLRYTilray Brands, Inc.COM CL 2137$182<0.1%History