Wiser Advisor Group LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Wiser Advisor Group LLC reported 303 stock positions worth $63.6 million. Its top holding was Apple (AAPL) at 8.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.2%) and First Trust Managed Municipa (FMB, 4.7%). Compared with Q1 2024, it opened 14 new positions, sold out of 18, added to 180 and reduced 49. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale First Trust Managed Municipa (FMB, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $63.6M (Q2 2024)
- SEC Filing
- 0002011550-24-000002 ↗ filed Aug 14, 2024
Holdings Value
Holdings 303 stocks · $63.6M
| AAPL Apple Inc. | 8.44% | 25,492 | $5.4M | Reduce -1.8% |
| VOO Vanguard S&P 500 ETF | 8.24% | 10,474 | $5.2M | Reduce -0.2% |
| FMB First Trust Managed Municipa | 4.67% | 58,222 | $3.0M | Reduce -20.4% |
| BND Vanguard Total Bond Market | 3.82% | 33,720 | $2.4M | Reduce -16.4% |
| AMZN Amazon.com Inc. | 3.73% | 12,277 | $2.4M | Reduce -1.7% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | 3.55% | 84,553 | $2.3M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.43% | 5,830 | $2.2M | Reduce -1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.42% | 9,964 | $2.2M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 3.30% | 11,522 | $2.1M | Add +0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.10% | 12,272 | $2.0M | Reduce -1.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.02% | 19,770 | $1.9M | Add +12.5% |
| MSFT Microsoft Corp. | 2.48% | 3,532 | $1.6M | Add +2.6% |
| META Meta Platforms Inc. Class A | 2.47% | 3,110 | $1.6M | Add +1.4% |
| SCHX Schwab US Large-Cap ETF | 2.25% | 22,227 | $1.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.20% | 6,929 | $1.4M | Add +1.7% |
| LLY Eli Lilly & Co. | 2.11% | 1,481 | $1.3M | Add +2.4% |
| HYLB Xtrackers Usd High Yield Cor | 1.98% | 35,546 | $1.3M | Reduce -3.5% |
| FPE FT-Preferred Secur & Inc. ETF | 1.98% | 72,427 | $1.3M | Reduce -15.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.93% | 2 | $1.2M | No change |
| HD Home Depot Inc. | 1.89% | 3,489 | $1.2M | Add +6.5% |
| PLD Prologis Inc. | 1.88% | 10,657 | $1.2M | Add +0.9% |
| MCD McDonald's Corp. | 1.68% | 4,205 | $1.1M | Add +14.3% |
| SCHA Schwab US Small-Cap ETF | 1.56% | 20,862 | $990K | Reduce -1.4% |
| WMT Walmart Inc. | 1.44% | 13,534 | $916K | Reduce -0.8% |
| KO The Coca-Cola Co. | 1.34% | 13,404 | $853K | Reduce -2.3% |
| MLPA Global X MLP ETF | 0.94% | 12,296 | $596K | Add +13.6% |
| VNQ Vanguard Real Estate ETF | 0.90% | 6,850 | $574K | Add +27.2% |
| VCIT Vanguard Int-Term Corporate | 0.82% | 6,525 | $521K | Reduce -17.7% |
| PZA Invesco National Amt-Free Mu | 0.82% | 21,930 | $519K | No change |
| NVDA Nvidia Corp. | 0.73% | 3,739 | $462K | Reduce -22.6% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.70% | 8,845 | $447K | Reduce -12.5% |
| IVV iShares Core S&P 500 ETF | 0.63% | 738 | $403K | Add +48.8% |
| RACE Ferrari NV | 0.62% | 964 | $393K | Add +10.6% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 3,566 | $380K | Add +3.5% |
| HYD Vaneck High Yield Muni ETF | 0.58% | 7,101 | $367K | Reduce -1.3% |
| PGX Invesco Preferred ETF | 0.57% | 31,586 | $365K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 3,506 | $348K | Reduce -5.6% |
| ABT Abbott Laboratories | 0.54% | 3,277 | $341K | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.49% | 7,486 | $309K | Reduce -4.8% |
| J Jacobs Solutions Inc. | 0.48% | 2,204 | $308K | Reduce -14.9% |
| DUK Duke Energy Corp. | 0.48% | 3,069 | $308K | Add +7.5% |
| TSLA Tesla Inc. | 0.43% | 1,384 | $274K | Add +1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 495 | $273K | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 543 | $260K | Reduce -9.5% |
| FPX First Trust US Equity Opport | 0.36% | 2,315 | $230K | Reduce -2.2% |
| BLOK Amplify Blockchain Tech ETF | 0.33% | 5,930 | $210K | Reduce -3.6% |
| PAWZ Proshares Pet Care ETF | 0.33% | 3,895 | $210K | Reduce -11.3% |
| PSCH Invesco S&P Smallcap Health | 0.30% | 4,467 | $190K | Reduce -0.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.30% | 1,187 | $189K | Reduce -1.8% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.29% | 3,370 | $186K | Reduce -4.4% |
| IVE iShares S&P 500 Value ETF | 0.28% | 987 | $180K | Add +24.8% |
| V Visa Inc. Class A | 0.25% | 610 | $160K | Reduce -5.3% |
| YUMC Yum China Holdings Inc. | 0.25% | 5,131 | $158K | Reduce -27.5% |
| GOOG Alphabet Inc. Class C | 0.23% | 801 | $147K | Add +0.1% |
| PFE Pfizer Inc. | 0.21% | 4,811 | $135K | Reduce -29.5% |
| CSCO Cisco Systems Inc. | 0.21% | 2,780 | $132K | Reduce -4.0% |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 2,050 | $128K | No change |
| COST Costco Wholesale Corp. | 0.20% | 150 | $127K | Add +1.4% |
| MMIT Nylim Mackay Muni Intermedia | 0.20% | 5,158 | $125K | Add +1.0% |
| ORCL Oracle Corp. | 0.19% | 873 | $123K | Add +0.5% |
| CP Canadian Pacific Kansas City | 0.19% | 1,565 | $123K | Add +59.5% |
| ZM Zoom Communications Inc. filed as ZOOM VIDEO COMMUNICATIONS IN | 0.18% | 1,965 | $116K | New |
| WM Waste Management Inc. | 0.16% | 479 | $102K | Add +0.6% |
| VEA Vanguard Ftse Developed ETF | 0.16% | 2,011 | $99K | Add +21.9% |
| ADBE Adobe Inc. | 0.15% | 172 | $96K | No change |
| ILMN Illumina Inc. | 0.15% | 900 | $94K | Reduce -26.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 536 | $93K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 179 | $91K | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.14% | 413 | $91K | Add +0.7% |
| AMT American Tower Corp. | 0.14% | 468 | $91K | Add +1.3% |
| JNJ Johnson & Johnson | 0.14% | 608 | $89K | Add +0.8% |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 1,712 | $86K | Add +2.3% |
| MRK Merck & Co. Inc. | 0.13% | 690 | $85K | Add +11.7% |
| ALL Allstate Corp. | 0.13% | 527 | $84K | Add +0.8% |
| RTX RTX Corp. | 0.12% | 774 | $78K | Add +0.8% |
| COIN Coinbase Global Inc. Class A | 0.12% | 346 | $77K | No change |
| WELL Welltower Inc. | 0.10% | 641 | $67K | Add +0.9% |
| ELV Elevance Health Inc. | 0.10% | 121 | $65K | Add +505.0% |
| NFLX Netflix Inc. | 0.10% | 92 | $62K | Add +7.0% |
| NEE Nextera Energy Inc. | 0.10% | 872 | $62K | No change |
| AXP American Express Co. | 0.10% | 262 | $61K | Add +0.8% |
| AKAM Akamai Technologies Inc. | 0.09% | 655 | $59K | No change |
| HON Honeywell International Inc. | 0.09% | 275 | $59K | Add +1.1% |
| AVB Avalonbay Communities Inc. | 0.09% | 281 | $58K | Add +1.4% |
| MGM MGM Resorts International | 0.09% | 1,281 | $57K | No change |
| SYK Stryker Corp. | 0.09% | 164 | $56K | Add +1.2% |
| AVGO Broadcom Inc. | 0.09% | 35 | $55K | New |
| ADM Archer-Daniels-Midland Co. | 0.09% | 896 | $54K | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.08% | 116 | $54K | Add +84.1% |
| CVX Chevron Corp. | 0.08% | 342 | $53K | Add +1.2% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 798 | $52K | Add +0.8% |
| UDR Udr Inc. | 0.08% | 1,254 | $52K | Add +1.2% |
| EQIX Equinix Inc. | 0.08% | 66 | $49K | Add +3.1% |
| RDVY First Trust Rising Dividend | 0.08% | 902 | $49K | Add +24.6% |
| O Realty Income Corp. | 0.08% | 931 | $49K | Add +1.6% |
| MAR Marriott International Class A | 0.08% | 202 | $49K | Add +1.0% |
| DLTR Dollar Tree Inc. | 0.07% | 442 | $47K | No change |
| UPS United Parcel Service Class B | 0.07% | 344 | $47K | Add +1.8% |
| REGN Regeneron Pharmaceuticals | 0.07% | 44 | $46K | No change |
| DGX Quest Diagnostics Inc. | 0.07% | 329 | $45K | Add +0.9% |
Portfolio Sells Q1 2024 → Q2 2024
| FMB First Trust Managed Municipa | Reduce -20.4% | 4.67% | −1.21 |
| BND Vanguard Total Bond Market | Reduce -16.4% | 3.82% | −0.77 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -15.5% | 1.98% | −0.35 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.33 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.5% | 3.42% | −0.21 |
| YUMC Yum China Holdings Inc. | Reduce -27.5% | 0.25% | −0.19 |
| VCIT Vanguard Int-Term Corporate | Reduce -17.7% | 0.82% | −0.18 |
| DIS The Walt Disney Co. | Reduce -5.6% | 0.55% | −0.17 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -12.5% | 0.70% | −0.15 |
| J Jacobs Solutions Inc. | Reduce -14.9% | 0.48% | −0.14 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.14 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.13 |
| ILMN Illumina Inc. | Reduce -26.4% | 0.15% | −0.12 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.8% | 3.10% | −0.09 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.09 |
| PFE Pfizer Inc. | Reduce -29.5% | 0.21% | −0.09 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -3.5% | 1.98% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.4% | 1.56% | −0.08 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.54% | −0.06 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -4.8% | 0.49% | −0.03 |
| ROBO Robo Global Robotics and Aut | Reduce -4.4% | 0.29% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.43% | −0.03 |
| FPX First Trust US Equity Opport | Reduce -2.2% | 0.36% | −0.03 |
| V Visa Inc. Class A | Reduce -5.3% | 0.25% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -32.5% | 0.04% | −0.02 |
| BLOK Amplify Blockchain Tech ETF | Reduce -3.6% | 0.33% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -4.0% | 0.21% | −0.02 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -52.4% | 0.01% | −0.01 |
| PAWZ Proshares Pet Care ETF | Reduce -11.3% | 0.33% | −0.01 |
| HYD Vaneck High Yield Muni ETF | Reduce -1.3% | 0.58% | −0.01 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -29.2% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.01 |
| C Citigroup Inc. | Reduce -13.5% | 0.06% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.5% | 0.41% | −0.01 |
| JAMF Jamf Holding Corp. | Sold out | 0.00% | −0.01 |
| TFC Truist Financial Corp. | Reduce -16.9% | 0.04% | −0.01 |
| PSCH Invesco S&P Smallcap Health | Reduce -0.5% | 0.30% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.01 |
| PETS Petmed Express Inc. | Sold out | 0.00% | −0.01 |
| IJT iShares S&P Small-Cap 600 GR | Sold out | 0.00% | −0.00 |
| RBLX Roblox Corp. Class A | Reduce -49.3% | 0.00% | −0.00 |
| SOFI Sofi Technologies Inc. | Reduce -50.3% | 0.00% | −0.00 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Add +0.3% | 3.30% | +0.58 |
| LLY Eli Lilly & Co. | Add +2.4% | 2.11% | +0.34 |
| IVV iShares Core S&P 500 ETF | Add +48.8% | 0.63% | +0.22 |
| MSFT Microsoft Corp. | Add +2.6% | 2.48% | +0.21 |
| ZM Zoom Communications Inc. | New | 0.18% | +0.18 |
| VNQ Vanguard Real Estate ETF | Add +27.2% | 0.90% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.15% | +0.15 |
| META Meta Platforms Inc. Class A | Add +1.4% | 2.47% | +0.13 |
| MLPA Global X MLP ETF | Add +13.6% | 0.94% | +0.12 |
| ELV Elevance Health Inc. | Add +505.0% | 0.10% | +0.09 |
| AVGO Broadcom Inc. | New | 0.09% | +0.09 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.07% | +0.07 |
| MU Micron Technology Inc. | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 2.20% | +0.06 |
| CP Canadian Pacific Kansas City | Add +59.5% | 0.19% | +0.06 |
| XOM Exxon Mobil Corp. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +1.0% | 0.43% | +0.05 |
| MCD McDonald's Corp. | Add +14.3% | 1.68% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +24.8% | 0.28% | +0.05 |
| DUK Duke Energy Corp. | Add +7.5% | 0.48% | +0.05 |
| AGG iShares Core U.S. Aggregate | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.23% | +0.04 |
| LMT Lockheed Martin Corp. | Add +84.1% | 0.08% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.4% | 0.20% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +314.3% | 0.04% | +0.03 |
| LIN Linde PLC | Add +512.5% | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +21.9% | 0.16% | +0.03 |
| RACE Ferrari NV | Add +10.6% | 0.62% | +0.02 |
| ORCL Oracle Corp. | Add +0.5% | 0.19% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +683.8% | 0.02% | +0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.02% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +187.5% | 0.03% | +0.02 |
| NFLX Netflix Inc. | Add +7.0% | 0.10% | +0.02 |
| RDVY First Trust Rising Dividend | Add +24.6% | 0.08% | +0.01 |
| GMED Globus Medical Inc. Class A | New | 0.01% | +0.01 |
| UAL United Airlines Holdings Inc. | Add +59.9% | 0.03% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +26.8% | 0.06% | +0.01 |
| WELL Welltower Inc. | Add +0.9% | 0.10% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +141.0% | 0.02% | +0.01 |
| AVB Avalonbay Communities Inc. | Add +1.4% | 0.09% | +0.01 |
| T AT&T Inc. | Add +2483.3% | 0.01% | +0.01 |
| UDR Udr Inc. | Add +1.2% | 0.08% | +0.01 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +0.4% | 3.55% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +38.7% | 0.02% | +0.01 |
| MRK Merck & Co. Inc. | Add +11.7% | 0.13% | +0.01 |
| F Ford Motor Co. | New | 0.01% | +0.01 |
| HR Healthcare Realty Trust Inc. | Add +2.1% | 0.03% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 0.14% | +0.01 |
| SCHP Schwab U.S. Tips ETF | Add +137.8% | 0.01% | +0.01 |
| VTR Ventas Inc. | Add +1.4% | 0.03% | +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 |