Wiser Advisor Group LLC Portfolio Holdings
Q3 2025•248 long positions•$80.4M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding248 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $5.9M 7.37% | -$49.9K Sold | 0.0% 23.3K shares | 23.5K → 23.3K −$49.9K | -0.84% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.2M 6.41% | -$170.3K Sold | — 8.4K shares | 8.7K → 8.4K −$170.3K | -3.2% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $3.6M 4.51% | +$98.0K Bought | 0.0% 14.9K shares | 14.5K → 14.9K +$98.0K | +2.77% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $3.4M 4.18% | +$80.1K Bought | 0.0% 4.4K shares | 4.3K → 4.4K +$80.1K | +2.44% | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $3.0M 3.69% | +$75.3K Bought | 0.0% 13.5K shares | 13.2K → 13.5K +$75.3K | +2.6% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.7M 3.32% | +$104.3K Bought | 0.0% 3.6K shares | 3.5K → 3.6K +$104.3K | +4.06% | $1.84T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.6M 3.18% | +$89.0K Bought | — 82.4K shares | 79.5K → 82.4K +$89.0K | +3.61% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 2.89% | +$2.3M Bought | — 22.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.3M 2.87% | +$88.0K Bought | 0.0% 4.5K shares | 4.3K → 4.5K +$88.0K | +3.97% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.1M 2.56% | -$140.0K Sold | — 27.7K shares | 29.6K → 27.7K −$140.0K | -6.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 2.52% | -$76.3K Sold | — 4.2K shares | 4.4K → 4.2K −$76.3K | -3.63% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $2.0M 2.5% | +$55.2K Bought | 0.0% 6.4K shares | 6.2K → 6.4K +$55.2K | +2.83% | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.0M 2.47% | +$72.6K Bought | 0.0% 10.7K shares | 10.3K → 10.7K +$72.6K | +3.79% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 2.46% | +$93.2K Bought | — 75.1K shares | 71.6K → 75.1K +$93.2K | +4.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.0M 2.45% | -$87.7K Sold | — 10.5K shares | 11.0K → 10.5K −$87.7K | -4.27% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 2.31% | +$294.4K Bought | — 12.3K shares | 10.3K → 12.3K +$294.4K | +18.86% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 2.27% | +$1.8M New | — 46.9K shares | 0 → 46.9K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 2.22% | +$15.3K Bought | — 7.0K shares | 7.0K → 7.0K +$15.3K | +0.86% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.7M 2.11% | +$1.7M Bought | — 82.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $1.5M 1.92% | -$28.4K Sold | 0.0% 3.8K shares | 3.9K → 3.8K −$28.4K | -1.81% | $403.32B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $1.5M 1.88% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $1.5M 1.86% | +$49.1K Bought | 0.0% 14.5K shares | 14.0K → 14.5K +$49.1K | +3.39% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $1.4M 1.71% | +$39.2K Bought | 0.001% 4.5K shares | 4.4K → 4.5K +$39.2K | +2.93% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.6% | +$1.3M Bought | — 26.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.56% | +$16.1K Bought | — 33.8K shares | 33.4K → 33.8K +$16.1K | +1.3% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.2M 1.53% | +$79.6K Bought | — 4.4K shares | 4.1K → 4.4K +$79.6K | +6.93% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $1.1M 1.42% | +$2.3K Bought | — 40.9K shares | 40.8K → 40.9K +$2.3K | +0.2% | — — | Q4 2023 Held for 1y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.0M 1.29% | +$134.4K Bought | 0.001% 2.1K shares | 1.9K → 2.1K +$134.4K | +14.92% | $86.3B Large Cap | Q4 2023 Held for 1y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.0M 1.27% | +$40.8K Bought | 0.0% 15.3K shares | 14.7K → 15.3K +$40.8K | +4.18% | $285.42B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $908.3K 1.13% | +$31.3K Bought | — 9.9K shares | 9.6K → 9.9K +$31.3K | +3.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $834.4K 1.04% | -$47.8K Sold | — 45.7K shares | 48.4K → 45.7K −$47.8K | -5.42% | — — | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $777.7K 0.967% | -$15.1K Sold | 0.0% 1.5K shares | 1.6K → 1.5K −$15.1K | -1.9% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
REIT - Industrial Real Estate | $754.1K 0.938% | -$106.3K Sold | 0.001% 6.6K shares | 7.5K → 6.6K −$106.3K | -12.35% | $106.28B Large Cap | Q4 2023 Held for 1y 11m | |
Travel Services Consumer Cyclical | $710.3K 0.883% | +$46.3K Bought | 0.001% 2.2K shares | 2.1K → 2.2K +$46.3K | +6.97% | $87.9B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $696.5K 0.866% | +$696.5K Bought | — 20.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $632.0K 0.786% | +$6.2K Bought | — 14.2K shares | 14.0K → 14.2K +$6.2K | +0.99% | — — | Q1 2025 Held for 8 months | |
Software - Application Technology | $592.9K 0.737% | +$592.9K Bought | 0.002% 7.2K shares | — | — | $24.7B Large Cap | Q2 2024 Held for 1y 5m | |
Auto - Manufacturers Consumer Cyclical | $563.5K 0.701% | — | 0.0% 1.3K shares | — | — | $1.48T Mega Cap | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $454.7K 0.565% | +$454.7K New | — 8.2K shares | 0 → 8.2K +$454.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $449.6K 0.559% | +$449.6K Bought | — 19.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $429.5K 0.534% | +$3.0K Bought | — 5.1K shares | 5.1K → 5.1K +$3.0K | +0.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $428.0K 0.532% | -$17.2K Sold | — 923.0 shares | 960.0 → 923.0 −$17.2K | -3.85% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $416.8K 0.518% | +$1.5K Bought | — 3.5K shares | 3.5K → 3.5K +$1.5K | +0.37% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Midstream Energy | $392.7K 0.488% | +$392.7K Bought | 0.001% 7.2K shares | — | — | $56.6B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $386.2K 0.48% | +$669.3 Bought | — 577.0 shares | 576.0 → 577.0 +$669.3 | +0.17% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $370.0K 0.46% | +$370.0K Bought | — 616.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $313.4K 0.39% | +$313.4K Bought | — 27.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $248.7K 0.309% | +$248.7K Bought | 0.0% 884.0 shares | — | — | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $243.4K 0.303% | +$243.4K Bought | 0.0% 738.0 shares | — | — | $1.56T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $231.2K 0.287% | +$231.2K Bought | — 4.5K shares | — | — | — — | Q4 2023 Held for 1y 11m |
