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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 201 | $6,614 | <0.1% | – | – | – |
| TSCOTractor Supply Co | COM | 33 | $7,164 | <0.1% | – | – | 歷史 |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 170 | $7,611 | <0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 167 | $7,698 | <0.1% | – | – | – |
| DASHDoorDash, Inc. | Stock | 80 | $7,912 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 33 | $7,921 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 124 | $7,970 | <0.1% | – | – | – |
| BXBlackstone Inc. | COM | 61 | $7,978 | <0.1% | – | – | 歷史 |
| CWHCamping World Holdings, Inc. | CL A | 308 | $8,098 | <0.1% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 163 | $8,110 | <0.1% | – | – | – |
| OSGOctave Specialty Group Inc | COM NEW | 500 | $8,240 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 76 | $8,251 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 32 | $8,341 | <0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 147 | $8,445 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 99 | $8,928 | <0.1% | – | – | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 387 | $9,002 | <0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 71 | $9,238 | <0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 111 | $9,343 | <0.1% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 20 | $9,524 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 43 | $9,802 | <0.1% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 116 | $9,917 | <0.1% | – | – | – |
| LAMRLamar Advertising Co | REIT | 94 | $9,939 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A573 | ST STR SP HCSVC | 112 | $9,962 | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 83 | $1.01 萬 | <0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 40 | $1.02 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 258 | $1.06 萬 | <0.1% | – | – | – |
| RKTRocket Companies, Inc. | Stock | 750 | $1.09 萬 | <0.1% | – | – | 歷史 |
| EPRTEssential Properties Realty Trust, Inc. | COM | 430 | $1.10 萬 | <0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 291 | $1.17 萬 | <0.1% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 46 | $1.18 萬 | <0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 49 | $1.19 萬 | <0.1% | – | – | 歷史 |
| UALUnited Airlines Holdings, Inc. | COM | 304 | $1.25 萬 | <0.1% | – | – | 歷史 |
| AVAVAeroVironment Inc | COM | 100 | $1.26 萬 | <0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 210 | $1.29 萬 | <0.1% | – | – | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 281 | $1.39 萬 | <0.1% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 214 | $1.44 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 95 | $1.47 萬 | <0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 91 | $1.55 萬 | <0.1% | – | – | – |
| TMToyota Motor Corp | ADS | 85 | $1.56 萬 | <0.1% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 108 | $1.60 萬 | <0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 116 | $1.65 萬 | <0.1% | – | – | 歷史 |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 1,317 | $1.70 萬 | <0.1% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 250 | $1.71 萬 | <0.1% | – | – | 歷史 |
| METMetlife Inc | Stock | 261 | $1.73 萬 | <0.1% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 268 | $1.73 萬 | <0.1% | – | – | 歷史 |
| EXRExtra Space Storage Inc. | COM | 109 | $1.74 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 38 | $1.74 萬 | <0.1% | – | – | 歷史 |
| BRXBrixmor Property Group Inc. | COM | 757 | $1.76 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 187 | $1.80 萬 | <0.1% | – | – | 歷史 |
| KRCKilroy Realty Corp | COM | 452 | $1.80 萬 | <0.1% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 363 | $1.81 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 132 | $1.93 萬 | <0.1% | – | – | 歷史 |
| KIMKimco Realty Corp | COM | 911 | $1.94 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 34 | $1.98 萬 | <0.1% | – | – | 歷史 |
| NNNNNN REIT, Inc. | REIT | 462 | $1.99 萬 | <0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 77 | $2.03 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 383 | $2.10 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 637 | $2.14 萬 | <0.1% | – | – | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 170 | $2.15 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 388 | $2.16 萬 | <0.1% | – | – | – |
| COLDAmericold Realty Trust | COM | 714 | $2.16 萬 | <0.1% | – | – | 歷史 |
| INVHInvitation Homes Inc. | COM | 640 | $2.18 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 261 | $2.20 萬 | <0.1% | – | – | – |
| HRHealthcare Realty Trust Inc | CL A COM | 1,278 | $2.20 萬 | <0.1% | – | – | 歷史 |
| TOLToll Brothers, Inc. | COM | 217 | $2.23 萬 | <0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 645 | $2.23 萬 | <0.1% | – | – | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 387 | $2.37 萬 | <0.1% | – | – | 歷史 |
| SHELShell plc | ADR | 362 | $2.38 萬 | <0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 337 | $2.44 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 334 | $2.51 萬 | <0.1% | – | – | – |
| FISVFiserv Inc | Stock | 190 | $2.52 萬 | <0.1% | – | – | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 713 | $2.62 萬 | <0.1% | – | – | 歷史 |
| TRNOTerreno Realty Corp | COM | 422 | $2.65 萬 | <0.1% | – | – | 歷史 |
| ADCAgree Realty Corp | COM | 429 | $2.70 萬 | <0.1% | – | – | 歷史 |
| ELSEquity Lifestyle Properties Inc | COM | 397 | $2.80 萬 | <0.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 127 | $2.85 萬 | <0.1% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 500 | $2.90 萬 | <0.1% | – | – | – |
| CUBECubeSmart | REIT | 631 | $2.92 萬 | <0.1% | – | – | 歷史 |
| EBAYeBay Inc | COM | 677 | $2.95 萬 | <0.1% | – | – | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 444 | $3.02 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 819 | $3.03 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 139 | $3.03 萬 | 0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 233 | $3.13 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 275 | $3.16 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 68 | $3.31 萬 | 0.1% | – | – | 歷史 |
| XPOXPO, Inc. | COM | 387 | $3.39 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 504 | $3.47 萬 | 0.1% | – | – | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 1,759 | $3.48 萬 | 0.1% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 275 | $3.59 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 820 | $3.60 萬 | 0.1% | – | – | 歷史 |
| MANUManchester United plc | ORD CL A | 1,801 | $3.67 萬 | 0.1% | – | – | 歷史 |
| NDAQNasdaq, Inc. | COM | 635 | $3.69 萬 | 0.1% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 717 | $3.70 萬 | 0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 221 | $3.78 萬 | 0.1% | – | – | 歷史 |
| SPLKSplunk Inc | COM | 248 | $3.78 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 44 | $3.86 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 141 | $3.92 萬 | 0.1% | – | – | – |
| FCFranklin Covey Co | COM | 905 | $3.94 萬 | 0.1% | – | – | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 2,141 | $4.17 萬 | 0.1% | – | – | 歷史 |
| VICIVici Properties Inc. | COM | 1,320 | $4.21 萬 | 0.1% | – | – | 歷史 |