Wiser Wealth Management, Inc Portfolio Holdings
Q3 2025•54 long positions•$437.4M portfolio value
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Holding54 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $142.0M 32.46% | -$344.2K Sold | — 231.8K shares | 232.4K → 231.8K −$344.2K | -0.24% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $53.3M 12.18% | +$6.4M Bought | — 1.1M shares | 985.2K → 1.1M +$6.4M | +13.74% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $36.4M 8.32% | +$1.3M Bought | — 607.3K shares | 585.0K → 607.3K +$1.3M | +3.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $27.9M 6.38% | -$3.0M Sold | — 37.4K shares | 41.5K → 37.4K −$3.0M | -9.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.8M 5.22% | +$2.4M Bought | — 449.1K shares | 402.0K → 449.1K +$2.4M | +11.71% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $22.4M 5.12% | +$2.7M Bought | — 452.6K shares | 398.6K → 452.6K +$2.7M | +13.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.3M 4.86% | +$768.8K Bought | — 369.8K shares | 356.5K → 369.8K +$768.8K | +3.75% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $19.4M 4.43% | -$1.2M Sold | — 29.0K shares | 30.7K → 29.0K −$1.2M | -5.64% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.3M 3.95% | +$1.4M Bought | — 219.1K shares | 201.7K → 219.1K +$1.4M | +8.62% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.3M 3.72% | +$640.6K Bought | — 147.4K shares | 141.6K → 147.4K +$640.6K | +4.1% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $11.3M 2.58% | +$262.5K Bought | — 151.5K shares | 148.0K → 151.5K +$262.5K | +2.38% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.3M 0.975% | +$286.9K Bought | — 83.2K shares | 77.6K → 83.2K +$286.9K | +7.22% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.2M 0.743% | -$53.0K Sold | — 27.3K shares | 27.8K → 27.3K −$53.0K | -1.61% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $3.0M 0.687% | +$130.4K Bought | 0.0% 11.8K shares | 11.3K → 11.8K +$130.4K | +4.54% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.8M 0.648% | +$212.5K Bought | — 45.5K shares | 42.1K → 45.5K +$212.5K | +8.11% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.8M 0.642% | -$46.8K Sold | — 9.1K shares | 9.3K → 9.1K −$46.8K | -1.64% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.2M 0.495% | +$320.1K Bought | 0.0% 4.2K shares | 3.6K → 4.2K +$320.1K | +17.36% | $3.85T Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.1M 0.486% | +$118.9K Bought | 0.0% 11.4K shares | 10.8K → 11.4K +$118.9K | +5.93% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.0M 0.459% | +$356.5K Bought | — 18.8K shares | 15.5K → 18.8K +$356.5K | +21.58% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.9M 0.443% | -$227.4K Sold | — 22.2K shares | 24.8K → 22.2K −$227.4K | -10.52% | — — | Q2 2022 Held for 3y 5m | |
Home Improvement Consumer Cyclical | $1.8M 0.412% | -$70.5K Sold | 0.0% 4.4K shares | 4.6K → 4.4K −$70.5K | -3.77% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.363% | -$994.4K Sold | — 21.6K shares | 35.2K → 21.6K −$994.4K | -38.51% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $1.5M 0.336% | +$64.6K Bought | — 49.2K shares | 47.1K → 49.2K +$64.6K | +4.6% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.4M 0.311% | -$3.3K Sold | — 2.0K shares | 2.1K → 2.0K −$3.3K | -0.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.308% | -$52.5K Sold | — 4.1K shares | 4.3K → 4.1K −$52.5K | -3.75% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $1.1M 0.26% | +$270.6K Bought | 0.0% 4.7K shares | 3.6K → 4.7K +$270.6K | +31.15% | $2.95T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.1M 0.259% | +$651.0K Bought | — 5.1K shares | 2.2K → 5.1K +$651.0K | +135.33% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.1M 0.258% | -$61.3K Sold | — 5.2K shares | 5.5K → 5.2K −$61.3K | -5.14% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $1.1M 0.24% | +$157.9K Bought | 0.0% 4.8K shares | 4.1K → 4.8K +$157.9K | +17.67% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $796.1K 0.182% | +$114.6K Bought | 0.0% 1.1K shares | 928.0 → 1.1K +$114.6K | +16.81% | $1.84T Mega Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $782.5K 0.179% | +$782.5K Bought | 0.0% 4.2K shares | — | — | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $727.1K 0.166% | +$88.1K Bought | 0.0% 2.2K shares | 1.9K → 2.2K +$88.1K | +13.78% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $633.9K 0.145% | +$58.1K Bought | — 6.0K shares | 5.4K → 6.0K +$58.1K | +10.1% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $584.2K 0.134% | +$150.3K Bought | 0.0% 1.2K shares | 863.0 → 1.2K +$150.3K | +34.65% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
Regulated Electric Utilities | $558.9K 0.128% | +$2.0K Bought | 0.001% 5.9K shares | 5.9K → 5.9K +$2.0K | +0.36% | $104.25B Large Cap | Q3 2024 Held for 1y 2m | |
Auto - Manufacturers Consumer Cyclical | $556.3K 0.127% | -$12.0K Sold | 0.0% 1.3K shares | 1.3K → 1.3K −$12.0K | -2.11% | $1.48T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $546.4K 0.125% | -$55.0K Sold | — 6.8K shares | 7.5K → 6.8K −$55.0K | -9.15% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $537.9K 0.123% | +$61.2K Bought | 0.0% 1.7K shares | 1.5K → 1.7K +$61.2K | +12.84% | $867.35B Mega Cap | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $474.5K 0.108% | -$129.9K Sold | 0.0% 4.6K shares | 5.9K → 4.6K −$129.9K | -21.49% | $821.68B Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $462.0K 0.106% | +$49.9K Bought | 0.0% 1.9K shares | 1.7K → 1.9K +$49.9K | +12.12% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $423.7K 0.097% | +$115.4K Bought | 0.0% 1.2K shares | 903.0 → 1.2K +$115.4K | +37.43% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $369.8K 0.085% | -$14.9K Sold | 0.0% 2.4K shares | 2.5K → 2.4K −$14.9K | -3.87% | $359.62B Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $362.4K 0.083% | +$124.4K Bought | 0.0% 475.0 shares | 312.0 → 475.0 +$124.4K | +52.24% | $684.00B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $359.1K 0.082% | +$359.1K New | 0.0% 1.3K shares | 0 → 1.3K +$359.1K | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $334.5K 0.076% | +$15.6K Bought | 0.0% 279.0 shares | 266.0 → 279.0 +$15.6K | +4.89% | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Railroads Industrials | $319.6K 0.073% | -$8.4K Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$8.4K | -2.56% | $67.4B Large Cap | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $267.9K 0.061% | +$58.6K Bought | 0.0% 471.0 shares | 368.0 → 471.0 +$58.6K | +27.99% | $514.21B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $262.2K 0.06% | +$46.8K Bought | 0.0% 2.3K shares | 1.9K → 2.3K +$46.8K | +21.72% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $259.5K 0.059% | +$6.5K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$6.5K | +2.56% | $252.48B Mega Cap | Q2 2025 Held for 5 months | |
Staffing & Employment Services Industrials | $238.3K 0.054% | -$51.9K Sold | 0.0% 812.0 shares | 989.0 → 812.0 −$51.9K | -17.9% | $118.89B Large Cap | Q3 2024 Held for 1y 2m |
