Wiser Advisor Group LLC
- SEC CIK
- 0002011550
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31,2024/2/13 申報。只含多頭部位。
- 持股檔數
- 303
- 2023 年第 3 季沒有申報
- 總值
- $6,013 萬
- 2023 年第 3 季沒有申報
Wiser Advisor Group LLC 沒有申報 2023 年第 3 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 2 | $23 | <0.1% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 2 | $34 | <0.1% | – | – | 歷史 |
| ONLOrion Properties Inc. | REIT | 6 | $36 | <0.1% | – | – | 歷史 |
| DOMADoma Holdings, Inc. | COM NEW | 8 | $37 | <0.1% | – | – | 歷史 |
| LOGCContextLogic Holdings Inc. | CL A NEW | 8 | $48 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1 | $52 | <0.1% | – | – | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 5 | $89 | <0.1% | – | – | – |
| BYNDBeyond Meat, Inc. | COM | 18 | $160 | <0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2 | $166 | <0.1% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 5 | $202 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 12 | $209 | <0.1% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM NEW | 43 | $219 | <0.1% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 137 | $315 | <0.1% | – | – | 歷史 |
| OPENOpendoor Technologies Inc. | COM | 125 | $560 | <0.1% | – | – | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 25 | $581 | <0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 8 | $619 | <0.1% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 24 | $870 | <0.1% | – | – | 歷史 |
| WMGWarner Music Group Corp. | COM CL A | 25 | $904 | <0.1% | – | – | 歷史 |
| RXTRackspace Technology, Inc. | COM | 500 | $1,000 | <0.1% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 48 | $1,002 | <0.1% | – | – | – |
| Xtrackers International Real Estate ETF233051846 | ETF | 48 | $1,044 | <0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 27 | $1,054 | <0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 10 | $1,093 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17 | $1,122 | <0.1% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 34 | $1,140 | <0.1% | – | – | – |
| DKNGDraftKings Inc. | Stock | 40 | $1,410 | <0.1% | – | – | 歷史 |
| VACMarriott Vacations Worldwide Corp | COM | 17 | $1,454 | <0.1% | – | – | 歷史 |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 459 | $1,533 | <0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 74 | $1,563 | <0.1% | – | – | – |
| Fidelity Covington Trust31609A404 | ENHANCED INTL | 61 | $1,617 | <0.1% | – | – | – |
| PUBMPubMatic, Inc. | COM CL A | 100 | $1,631 | <0.1% | – | – | 歷史 |
| SHCSotera Health Co | COM | 100 | $1,686 | <0.1% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 51 | $1,763 | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 23 | $1,783 | <0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 166 | $1,798 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38 | $1,908 | <0.1% | – | – | – |
| AALAmerican Airlines Group Inc. | Stock | 140 | $1,924 | <0.1% | – | – | 歷史 |
| PUKPrudential PLC | ADR | 89 | $2,003 | <0.1% | – | – | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 118 | $2,043 | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 238 | $2,072 | <0.1% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 25 | $2,082 | <0.1% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 24 | $2,172 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 15 | $2,199 | <0.1% | – | – | 歷史 |
| WPPWPP plc | ADR | 47 | $2,236 | <0.1% | – | – | 歷史 |
| BCSBarclays PLC | ADR | 291 | $2,293 | <0.1% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 45 | $2,356 | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 64 | $2,364 | <0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 68 | $2,371 | <0.1% | – | – | – |
| PNWPinnacle West Capital Corp | COM | 33 | $2,371 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 102 | $2,527 | <0.1% | – | – | – |
| NICENICE Ltd. | SPONSORED ADR | 13 | $2,595 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 64 | $2,621 | <0.1% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 45 | $2,717 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 57 | $2,784 | <0.1% | – | – | 歷史 |
| GBCIGlacier Bancorp, Inc. | COM | 68 | $2,804 | <0.1% | – | – | 歷史 |
| REYNReynolds Consumer Products Inc. | COM | 106 | $2,839 | <0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 81 | $2,858 | <0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 23 | $2,878 | <0.1% | – | – | – |
| SNYSanofi | SPONSORED ADR | 58 | $2,885 | <0.1% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 42 | $2,902 | <0.1% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 63 | $3,039 | <0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 33 | $3,128 | <0.1% | – | – | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 80 | $3,234 | <0.1% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 218 | $3,273 | <0.1% | – | – | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 68 | $3,414 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 10 | $3,521 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 21 | $3,701 | <0.1% | – | – | – |
| LINLinde PLC | Stock | 9 | $3,709 | <0.1% | – | – | 歷史 |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 41 | $3,748 | <0.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 23 | $3,797 | <0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 141 | $3,819 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 38 | $3,917 | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 42 | $3,924 | <0.1% | – | – | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 214 | $3,968 | <0.1% | – | – | 歷史 |
| CCKCrown Holdings, Inc. | COM | 44 | $4,075 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 75 | $4,147 | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 32 | $4,268 | <0.1% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 27 | $4,346 | <0.1% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 130 | $4,368 | <0.1% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 97 | $4,510 | <0.1% | – | – | – |
| CAGConagra Brands Inc. | Stock | 160 | $4,586 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 33 | $4,865 | <0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 64 | $4,894 | <0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 36 | $4,901 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14 | $4,993 | <0.1% | – | – | 歷史 |
| PETSPetmed Express Inc | COM | 663 | $5,009 | <0.1% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 67 | $5,420 | <0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 111 | $5,458 | <0.1% | – | – | – |
| SWKStanley Black & Decker, Inc. | COM | 56 | $5,491 | <0.1% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 62 | $5,497 | <0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 10 | $5,551 | <0.1% | – | – | 歷史 |
| JAMFJamf Holding Corp. | COM | 313 | $5,653 | <0.1% | – | – | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 590 | $5,870 | <0.1% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 59 | $6,070 | <0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16 | $6,089 | <0.1% | – | – | 歷史 |
| DUOLDuolingo, Inc. | CL A COM | 27 | $6,125 | <0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 75 | $6,188 | <0.1% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 138 | $6,309 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 104 | $6,414 | <0.1% | – | – | – |
| PINSPinterest, Inc. | CL A | 175 | $6,482 | <0.1% | – | – | 歷史 |