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.
- Positions
- 275
- +7 vs. Q4 2024
- Portfolio value
- $67.7M
- −$1.02M (−1.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 561 | $11.2K | <0.1% | +14+2.6% | Added | History |
| LAMRLamar Advertising Co | REIT | 100 | $11.4K | <0.1% | +1+1.0% | Added | History |
| KMBKimberly Clark Corp | Stock | 83 | $11.8K | <0.1% | 00.0% | Unchanged | History |
| Etfis Ser Tr I26923G822 | VIRTUS INFRCAP | 557 | $11.8K | <0.1% | +13+2.4% | Added | – |
| AVAVAeroVironment Inc | COM | 100 | $11.9K | <0.1% | 00.0% | Unchanged | History |
| WECWec Energy Group, Inc. | Stock | 111 | $12.1K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 192 | $12.2K | <0.1% | +192 | New | History |
| SOBOSouth Bow Corp | COM | 489 | $12.5K | <0.1% | −646−56.9% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 70 | $12.8K | <0.1% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 121 | $13.6K | <0.1% | +96+384.0% | Added | History |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 246 | $13.7K | <0.1% | 00.0% | Unchanged | – |
| MOAltria Group, Inc. | Stock | 232 | $13.9K | <0.1% | +5+2.2% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 190 | $13.9K | <0.1% | −20−9.5% | Reduced | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 276 | $14.3K | <0.1% | +5+1.8% | Added | – |
| PYPLPayPal Holdings, Inc. | Stock | 221 | $14.4K | <0.1% | 00.0% | Unchanged | History |
| EPRTEssential Properties Realty Trust, Inc. | COM | 453 | $14.8K | <0.1% | +5+1.1% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 72 | $14.9K | <0.1% | 00.0% | Unchanged | History |
| GXOGXO Logistics, Inc. | Stock | 387 | $15.1K | <0.1% | 00.0% | Unchanged | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 139 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 305 | $15.5K | <0.1% | +5+1.7% | Added | History |
| COLDAmericold Realty Trust | COM | 746 | $16.0K | <0.1% | +8+1.1% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 360 | $16.3K | <0.1% | 00.0% | Unchanged | – |
| AREAlexandria Real Estate Equities, Inc. | COM | 179 | $16.6K | <0.1% | +2+1.1% | Added | History |
| EXRExtra Space Storage Inc. | COM | 116 | $17.2K | <0.1% | +2+1.8% | Added | History |
| MUMicron Technology Inc | Stock | 221 | $19.2K | <0.1% | −17−7.1% | Reduced | History |
| KIMKimco Realty Corp | COM | 911 | $19.3K | <0.1% | +11+1.2% | Added | History |
| MMM3M Co | Stock | 133 | $19.5K | <0.1% | +1+0.8% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 35 | $19.6K | <0.1% | 00.0% | Unchanged | History |
| NNNNNN REIT, Inc. | REIT | 462 | $19.7K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 44 | $20.3K | <0.1% | −4−8.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 99 | $20.8K | <0.1% | +1+1.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 77 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| MKCMcCormick & Co Inc | Stock | 257 | $21.1K | <0.1% | +2+0.8% | Added | History |
| BRXBrixmor Property Group Inc. | COM | 801 | $21.3K | <0.1% | +8+1.0% | Added | History |
| METMetlife Inc | Stock | 269 | $21.6K | <0.1% | +1+0.4% | Added | History |
| HRHealthcare Realty Trust Inc | CL A COM | 1,327 | $22.4K | <0.1% | +25+1.9% | Added | History |
| PGProcter & Gamble Co | Stock | 136 | $23.1K | <0.1% | +1+0.7% | Added | History |
| TOLToll Brothers, Inc. | COM | 219 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 781 | $23.1K | <0.1% | 00.0% | Unchanged | History |
| INVHInvitation Homes Inc. | COM | 667 | $23.2K | <0.1% | +6+0.9% | Added | History |
| BACBank of America Corp | Stock | 572 | $23.9K | <0.1% | 00.0% | Unchanged | History |
| KRCKilroy Realty Corp | COM | 738 | $24.2K | <0.1% | +10+1.4% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,179 | $25.4K | <0.1% | +3+0.3% | Added | – |
| SHELShell plc | ADR | 350 | $25.6K | <0.1% | −21−5.7% | Reduced | History |
| VTRVentas, Inc. | REIT | 379 | $26.1K | <0.1% | +3+0.8% | Added | History |
| ELSEquity Lifestyle Properties Inc | COM | 412 | $27.5K | <0.1% | +3+0.7% | Added | History |
| TRNOTerreno Realty Corp | COM | 438 | $27.7K | <0.1% | +3+0.7% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 282 | $27.9K | <0.1% | +2+0.7% | Added | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 44 | $27.9K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74348A145 | PET CARE ETF | 536 | $28.0K | <0.1% | −455−45.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 487 | $28.4K | <0.1% | +10+2.1% | Added | – |
| CUBECubeSmart | REIT | 667 | $28.5K | <0.1% | +8+1.2% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 428 | $29.6K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 310 | $30.4K | <0.1% | +2+0.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 58 | $30.9K | <0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 296 | $30.9K | <0.1% | +4+1.4% | Added | History |
| REXRRexford Industrial Realty, Inc. | COM | 801 | $31.4K | <0.1% | +8+1.0% | Added | History |
| YUMYum Brands Inc | Stock | 203 | $31.9K | <0.1% | +1+0.5% | Added | History |
| HSTHost Hotels & Resorts, Inc. | COM | 2,299 | $32.7K | <0.1% | +38+1.7% | Added | History |
| AEEAmeren Corp | COM | 337 | $33.8K | <0.1% | 00.0% | Unchanged | History |
| ADCAgree Realty Corp | COM | 441 | $34.1K | 0.1% | +4+0.9% | Added | History |
| CCitigroup Inc | Stock | 485 | $34.5K | 0.1% | +3+0.6% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 313 | $34.5K | 0.1% | +4+1.3% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $35.7K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 308 | $36.6K | 0.1% | +3+1.0% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 256 | $36.7K | 0.1% | +15+6.2% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 1,897 | $38.4K | 0.1% | +28+1.5% | Added | History |
| SCHWSchwab Charles Corp | Stock | 513 | $40.2K | 0.1% | +1+0.2% | Added | History |
| ADMArcher-Daniels-Midland Co | Stock | 860 | $41.3K | 0.1% | +9+1.1% | Added | History |
| XPOXPO, Inc. | COM | 387 | $41.6K | 0.1% | 00.0% | Unchanged | History |
| JJacobs Solutions Inc. | COM | 346 | $41.8K | 0.1% | −496−58.9% | Reduced | History |
| FISVFiserv Inc | Stock | 190 | $42.0K | 0.1% | 00.0% | Unchanged | History |
| MPLXMPLX LP | COM UNIT REP LTD | 788 | $42.2K | 0.1% | +14+1.8% | Added | History |
| SUISun Communities Inc | COM | 339 | $43.7K | 0.1% | +2+0.6% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 264 | $45.5K | 0.1% | −72−21.4% | Reduced | History |
| VICIVici Properties Inc. | COM | 1,415 | $46.2K | 0.1% | +21+1.5% | Added | History |
| EBAYeBay Inc | COM | 693 | $46.9K | 0.1% | +3+0.4% | Added | History |
| MARMarriott International Inc | Stock | 203 | $48.3K | 0.1% | +1+0.5% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 784 | $48.7K | 0.1% | +178+29.4% | Added | – |
| NDAQNasdaq, Inc. | COM | 646 | $49.0K | 0.1% | +2+0.3% | Added | History |
| FCFranklin Covey Co | COM | 1,812 | $50.0K | 0.1% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 896 | $52.0K | 0.1% | +12+1.4% | Added | History |
| AKAMAkamai Technologies Inc | COM | 655 | $52.7K | 0.1% | 00.0% | Unchanged | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 913 | $53.5K | 0.1% | +4+0.4% | Added | – |
| EQIXEquinix Inc | COM | 66 | $54.1K | 0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 121 | $54.1K | 0.1% | +1+0.8% | Added | History |
| MDLZMondelez International, Inc. | Stock | 814 | $55.3K | 0.1% | +6+0.7% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 1,081 | $56.3K | 0.1% | −3,395−75.8% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 333 | $56.4K | 0.1% | +1+0.3% | Added | History |
| VZVerizon Communications Inc | Stock | 1,271 | $57.7K | 0.1% | −3,565−73.7% | Reduced | History |
| UDRUDR, Inc. | COM | 1,292 | $58.4K | 0.1% | +13+1.0% | Added | History |
| HONHoneywell International Inc | COM | 279 | $59.1K | 0.1% | +1+0.4% | Added | History |
| CVXChevron Corp | Stock | 360 | $60.2K | 0.1% | +4+1.1% | Added | History |
| SYKStryker Corp | Stock | 164 | $61.2K | 0.1% | 00.0% | Unchanged | History |
| AVBAvalonbay Communities Inc | COM | 288 | $61.7K | 0.1% | +3+1.1% | Added | History |
| NEENextera Energy Inc | Stock | 872 | $61.8K | 0.1% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 704 | $63.2K | 0.1% | +5+0.7% | Added | History |
| ADBEAdobe Inc. | Stock | 172 | $66.0K | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 264 | $70.9K | 0.1% | +1+0.4% | Added | History |
| NFLXNetflix Inc | Stock | 95 | $88.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 110 | $15.4K | <0.1% | History |
| DDDuPont de Nemours, Inc. | COM | 65 | $4.95K | <0.1% | History |
| Schwab US Tips ETF808524870 | ETF | 93 | $2.40K | <0.1% | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 64 | $2.33K | <0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 29 | $1.64K | <0.1% | History |
| WPPWPP plc | ADR | 26 | $1.34K | <0.1% | History |
| NICENICE Ltd. | SPONSORED ADR | 7 | $1.19K | <0.1% | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 137 | $182 | <0.1% | History |