Wiser Advisor Group LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Wiser Advisor Group LLC reported 305 stock positions worth $63.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.9% of the portfolio, followed by Apple (AAPL, 7.0%) and First Trust Managed Municipa (FMB, 5.9%). Compared with Q4 2023, it opened 8 new positions, sold out of 6, added to 93 and reduced 75. The biggest buy was Eli Lilly (LLY, shares +4156%) and the biggest sale Zoetis (ZTS, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $63.8M (Q1 2024)
- SEC Filing
- 0001888831-24-000003 ↗ filed May 16, 2024
Holdings Value
Holdings 305 stocks · $63.8M
| VOO Vanguard S&P 500 ETF | 7.91% | 10,497 | $5.0M | Add +0.6% |
| AAPL Apple Inc. | 6.98% | 25,957 | $4.5M | Add +3.3% |
| FMB First Trust Managed Municipa | 5.89% | 73,163 | $3.8M | Reduce -9.8% |
| BND Vanguard Total Bond Market | 4.59% | 40,342 | $2.9M | Reduce -4.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.63% | 10,118 | $2.3M | Reduce -0.8% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 3.54% | 84,251 | $2.3M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.53% | 12,484 | $2.3M | Add +7.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.19% | 12,496 | $2.0M | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.18% | 5,900 | $2.0M | Reduce -3.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.03% | 17,575 | $1.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.72% | 11,489 | $1.7M | Add +1.3% |
| META Meta Platforms Inc. Class A | 2.33% | 3,066 | $1.5M | Add +2.9% |
| FPE FT-Preferred Secur & Inc. ETF | 2.33% | 85,702 | $1.5M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.27% | 3,444 | $1.5M | Add +5.6% |
| SCHX Schwab US Large-Cap ETF | 2.16% | 22,245 | $1.4M | Reduce -0.4% |
| PLD Prologis Inc. | 2.16% | 10,565 | $1.4M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 2.15% | 6,814 | $1.4M | Reduce -3.4% |
| HYLB Xtrackers Usd High Yield Cor | 2.06% | 36,842 | $1.3M | Add +2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.99% | 2 | $1.3M | No change |
| HD Home Depot Inc. | 1.98% | 3,276 | $1.3M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 1.77% | 1,447 | $1.1M | Add +4155.9% |
| MCD McDonald's Corp. | 1.63% | 3,680 | $1.0M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 1.63% | 21,166 | $1.0M | Reduce -0.7% |
| KO The Coca-Cola Co. | 1.32% | 13,715 | $841K | Reduce -1.8% |
| WMT Walmart Inc. | 1.29% | 13,646 | $822K | Reduce -3.3% |
| VCIT Vanguard Int-Term Corporate | 1.00% | 7,930 | $641K | Reduce -1.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.85% | 10,105 | $544K | Add +4.0% |
| MLPA Global X MLP ETF | 0.82% | 10,822 | $523K | Add +29.9% |
| PZA Invesco National Amt-Free Mu | 0.82% | 21,930 | $523K | No change |
| VNQ Vanguard Real Estate ETF | 0.73% | 5,384 | $468K | Add +4.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.71% | 3,715 | $455K | Reduce -25.1% |
| NVDA Nvidia Corp. | 0.68% | 483 | $436K | Add +257.8% |
| J Jacobs Solutions Inc. | 0.63% | 2,591 | $400K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.60% | 3,356 | $382K | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 3,446 | $381K | Add +0.3% |
| RACE Ferrari NV | 0.60% | 872 | $380K | Add +7.7% |
| HYD Vaneck High Yield Muni ETF | 0.59% | 7,195 | $376K | Reduce -9.7% |
| PGX Invesco Preferred ETF | 0.59% | 31,547 | $375K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.52% | 7,867 | $331K | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 507 | $295K | No change |
| YUMC Yum China Holdings Inc. | 0.44% | 7,074 | $282K | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.43% | 2,854 | $278K | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 600 | $267K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.41% | 496 | $261K | Add +206.2% |
| FPX First Trust US Equity Opport | 0.39% | 2,368 | $251K | Reduce -1.0% |
| TSLA Tesla Inc. | 0.38% | 1,370 | $241K | Add +42.0% |
| BLOK Amplify Blockchain Tech ETF | 0.35% | 6,151 | $225K | Reduce -3.2% |
| PAWZ Proshares Pet Care ETF | 0.34% | 4,393 | $219K | Reduce -2.3% |
| PULS Pgim Ultra Short Bond ETF | 0.33% | 4,261 | $212K | Add +1.5% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.32% | 3,525 | $207K | Add +0.3% |
| PSCH Invesco S&P Smallcap Health | 0.31% | 4,490 | $196K | Reduce -0.6% |
| PFE Pfizer Inc. | 0.30% | 6,821 | $189K | Reduce -0.2% |
| V Visa Inc. Class A | 0.28% | 644 | $180K | Add +4.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.26% | 1,209 | $168K | Reduce -3.2% |
| ILMN Illumina Inc. | 0.26% | 1,223 | $168K | Reduce -20.4% |
| IVE iShares S&P 500 Value ETF | 0.23% | 791 | $148K | Add +3666.7% |
| CSCO Cisco Systems Inc. | 0.23% | 2,897 | $145K | Reduce -44.6% |
| MMIT Nylim Mackay Muni Intermedia | 0.20% | 5,107 | $125K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.19% | 800 | $122K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.19% | 41 | $119K | No change |
| COST Costco Wholesale Corp. | 0.17% | 148 | $109K | Add +1.4% |
| ORCL Oracle Corp. | 0.17% | 869 | $109K | Add +0.2% |
| LOW Lowe's Cos Inc. | 0.16% | 410 | $105K | Add +0.5% |
| WM Waste Management Inc. | 0.16% | 476 | $102K | Add +0.2% |
| JNJ Johnson & Johnson | 0.15% | 603 | $96K | Add +0.3% |
| COIN Coinbase Global Inc. Class A | 0.14% | 346 | $92K | Reduce -2.3% |
| AMT American Tower Corp. | 0.14% | 462 | $91K | Add +0.7% |
| ALL Allstate Corp. | 0.14% | 523 | $91K | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 177 | $88K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.14% | 1,674 | $88K | Add +0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.14% | 478 | $87K | No change |
| ADBE Adobe Inc. | 0.14% | 172 | $87K | No change |
| CP Canadian Pacific Kansas City | 0.14% | 981 | $87K | Add +7.7% |
| HDV iShares Core High Dividend E | 0.13% | 778 | $86K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 1,649 | $83K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.13% | 618 | $82K | Add +0.5% |
| RTX RTX Corp. | 0.12% | 768 | $75K | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.11% | 634 | $73K | No change |
| AKAM Akamai Technologies Inc. | 0.11% | 655 | $71K | No change |
| MGM MGM Resorts International | 0.09% | 1,281 | $60K | No change |
| WELL Welltower Inc. | 0.09% | 635 | $59K | Add +0.5% |
| AXP American Express Co. | 0.09% | 260 | $59K | No change |
| DLTR Dollar Tree Inc. | 0.09% | 442 | $59K | No change |
| SYK Stryker Corp. | 0.09% | 162 | $58K | Reduce -0.6% |
| CVS CVS Health Corp. | 0.09% | 728 | $58K | Add +0.8% |
| DGRO iShares Core Dividend Growth | 0.09% | 990 | $57K | No change |
| HON Honeywell International Inc. | 0.09% | 272 | $56K | No change |
| ADM Archer-Daniels-Midland Co. | 0.09% | 889 | $56K | Add +0.8% |
| NEE Nextera Energy Inc. | 0.09% | 872 | $56K | No change |
| MDLZ Mondelez International Inc. Class A | 0.09% | 792 | $55K | Add +0.6% |
| EQIX Equinix Inc. | 0.08% | 64 | $54K | Reduce -1.5% |
| CVX Chevron Corp. | 0.08% | 338 | $53K | Add +1.2% |
| NFLX Netflix Inc. | 0.08% | 86 | $52K | Add +26.5% |
| AVB Avalonbay Communities Inc. | 0.08% | 277 | $52K | Add +0.4% |
| MAR Marriott International Class A | 0.08% | 200 | $51K | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.08% | 338 | $50K | Add +0.6% |
| O Realty Income Corp. | 0.08% | 916 | $50K | Add +1.3% |
| XPO Xpo Inc. | 0.07% | 387 | $47K | No change |
| UDR Udr Inc. | 0.07% | 1,239 | $46K | Add +1.1% |
| HST Host Hotels & Resorts Inc. | 0.07% | 2,189 | $45K | Add +2.2% |
Portfolio Sells Q4 2023 → Q1 2024
| ZTS Zoetis Inc. | Reduce -98.1% | 0.02% | −1.52 |
| FMB First Trust Managed Municipa | Reduce -9.8% | 5.89% | −1.08 |
| BND Vanguard Total Bond Market | Reduce -4.2% | 4.59% | −0.56 |
| CSCO Cisco Systems Inc. | Reduce -44.6% | 0.23% | −0.21 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.20 |
| MCD McDonald's Corp. | Reduce -0.6% | 1.63% | −0.19 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -3.0% | 2.33% | −0.15 |
| HYD Vaneck High Yield Muni ETF | Reduce -9.7% | 0.59% | −0.09 |
| ILMN Illumina Inc. | Reduce -20.4% | 0.26% | −0.09 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.5% | 1.00% | −0.09 |
| YUMC Yum China Holdings Inc. | Reduce -1.9% | 0.44% | −0.07 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.06 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.06 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.06 |
| KO The Coca-Cola Co. | Reduce -1.8% | 1.32% | −0.05 |
| PAWZ Proshares Pet Care ETF | Reduce -2.3% | 0.34% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 1.63% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -55.7% | 0.03% | −0.04 |
| MANU Manchester United PLC Class A | Reduce -26.3% | 0.03% | −0.03 |
| DIS The Walt Disney Co. | Reduce -25.1% | 0.71% | −0.03 |
| PFE Pfizer Inc. | Reduce -0.2% | 0.30% | −0.03 |
| C Citigroup Inc. | Reduce -38.2% | 0.07% | −0.03 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.60% | −0.02 |
| BA The Boeing Co. | Sold out | 0.00% | −0.01 |
| PSCH Invesco S&P Smallcap Health | Reduce -0.6% | 0.31% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.9% | 3.19% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -3.2% | 0.26% | −0.01 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -1.5% | 0.03% | −0.00 |
| PETS Petmed Express Inc. | Reduce -0.1% | 0.01% | −0.00 |
| NGG National Grid PLC-SP ADR | Reduce -1.1% | 0.05% | −0.00 |
| EQIX Equinix Inc. | Reduce -1.5% | 0.08% | −0.00 |
| PINS Pinterest Inc. Class A | Reduce -14.3% | 0.01% | −0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -1.9% | 0.02% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -0.6% | 0.04% | −0.00 |
| STM Stmicroelectronics NV-NY SHS | Reduce -8.8% | 0.00% | −0.00 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -9.5% | 0.00% | −0.00 |
| SONY Sony Group Corp. - SP ADR | Reduce -9.1% | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -2.0% | 0.02% | −0.00 |
| HSBC HSBC Holdings PLC-Spons ADR | Reduce -10.0% | 0.00% | −0.00 |
| PUK Prudential PLC-ADR | Reduce -9.0% | 0.00% | −0.00 |
| SCHR Schwab Intermediate-Term US | Reduce -0.6% | 0.01% | −0.00 |
| SNY Sanofi-ADR | Reduce -8.6% | 0.00% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.02% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -1.6% | 0.01% | −0.00 |
| UL Unilever PLC | Reduce -8.8% | 0.00% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.8% | 0.01% | −0.00 |
| BP BP PLC-Spons ADR | Reduce -8.6% | 0.00% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Reduce -6.7% | 0.00% | −0.00 |
| GBCI Glacier Bancorp Inc. | Reduce -1.5% | 0.00% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +4155.9% | 1.77% | +1.73 |
| AMZN Amazon.com Inc. | Add +7.8% | 3.53% | +0.60 |
| META Meta Platforms Inc. Class A | Add +2.9% | 2.33% | +0.58 |
| NVDA Nvidia Corp. | Add +257.8% | 0.68% | +0.57 |
| VOO Vanguard S&P 500 ETF | Add +0.6% | 7.91% | +0.32 |
| IVV iShares Core S&P 500 ETF | Add +206.2% | 0.41% | +0.28 |
| MSFT Microsoft Corp. | Add +5.6% | 2.27% | +0.24 |
| IVE iShares S&P 500 Value ETF | Add +3666.7% | 0.23% | +0.23 |
| MLPA Global X MLP ETF | Add +29.9% | 0.82% | +0.21 |
| RACE Ferrari NV | Add +7.7% | 0.60% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 2.72% | +0.08 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.52% | +0.03 |
| NFLX Netflix Inc. | Add +26.5% | 0.08% | +0.03 |
| VNM Vaneck Vietnam ETF | Add +83.7% | 0.05% | +0.02 |
| ALL Allstate Corp. | Add +0.6% | 0.14% | +0.02 |
| MMM 3M Co. | Add +1200.0% | 0.02% | +0.02 |
| ORCL Oracle Corp. | Add +0.2% | 0.17% | +0.02 |
| AMLP Alerian MLP ETF | New | 0.02% | +0.02 |
| UMC United Microelectron-SP ADR | New | 0.02% | +0.02 |
| WM Waste Management Inc. | Add +0.2% | 0.16% | +0.02 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +4.0% | 0.85% | +0.02 |
| SQM Quimica Y Minera Chil-SP ADR | New | 0.02% | +0.02 |
| PFFA Virtus Infracap US Pref STCK | New | 0.02% | +0.02 |
| IHG Intercontinental Hotels-ADR | Add +234.2% | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.13% | +0.02 |
| LMT Lockheed Martin Corp. | Add +65.8% | 0.05% | +0.02 |
| CP Canadian Pacific Kansas City | Add +7.7% | 0.14% | +0.02 |
| BXMT Blackstone Mortgage Tru Class A | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +4.0% | 0.28% | +0.01 |
| KSA Ishrs MSCI Saudi Arabia ETF | New | 0.01% | +0.01 |
| KRC Kilroy Realty Corp. | Add +67.5% | 0.04% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.5% | 0.16% | +0.01 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.17% | +0.01 |
| RTX RTX Corp. | Add +0.4% | 0.12% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.42% | +0.01 |
| AMD Advanced Micro Devices | Add +75.8% | 0.02% | +0.01 |
| EBAY eBay Inc. | Add +0.3% | 0.06% | +0.01 |
| PXD Pioneer Natural Resources Co. | Add +0.8% | 0.05% | +0.01 |
| FEZ State Street SPDR Euro Stoxx | Add +0.1% | 0.14% | +0.01 |
| MPLX MPLX LP | Add +2.1% | 0.05% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +37.3% | 0.01% | +0.00 |
| RDVY First Trust Rising Dividend | Add +1.0% | 0.06% | +0.00 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.4% | 0.03% | +0.00 |
| MET Metlife Inc. | Add +0.4% | 0.03% | +0.00 |
| EPI Wisdomtree India Earnings | New | 0.00% | +0.00 |
| HST Host Hotels & Resorts Inc. | Add +2.2% | 0.07% | +0.00 |
| NDAQ Nasdaq Inc. | Add +0.3% | 0.06% | +0.00 |
| LAMR Lamar Advertising Co. Class A | Add +1.1% | 0.02% | +0.00 |
| DLR Digital Realty Trust Inc. | Add +1.3% | 0.05% | +0.00 |
| MO Altria Group Inc. | Add +2.1% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 229 | $91.3M | AAPL, VOO, LLY, GOOGL, BUFR |
| Q1 2026 | 224 | $82.7M | AAPL, VOO, GOOGL, LLY, BUFR |
| Q4 2025 | 233 | $87.4M | AAPL, VOO, GOOGL, LLY, AMZN |
| Q3 2025 | 248 | $80.4M | AAPL, VOO, GOOGL, LLY, AMZN |
| Q2 2025 | 39 | $57.6M | VOO, AAPL, LLY, AMZN, META |
| Q1 2025 | 275 | $67.7M | AAPL, VOO, LLY, AMZN, HFXI |
| Q4 2024 | 268 | $68.8M | AAPL, VOO, FMB, AMZN, VUG |
| Q3 2024 | 261 | $67.0M | AAPL, VOO, FMB, BND, AMZN |
| Q2 2024 | 303 | $63.6M | AAPL, VOO, FMB, BND, AMZN |
| Q1 2024 | 305 | $63.8M | VOO, AAPL, FMB, BND, VB |