Wiser Advisor Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Wiser Advisor Group LLC reported 268 stock positions worth $68.8 million. Its top holding was Apple (AAPL) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.5%) and First Trust Managed Municipa (FMB, 4.2%). Compared with Q3 2024, it opened 10 new positions, sold out of 4, added to 134 and reduced 35. The biggest buy was Eli Lilly (LLY, shares +56%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $68.8M (Q4 2024)
- SEC Filing
- 0002011550-25-000001 ↗ filed Feb 5, 2025
Holdings Value
Holdings 268 stocks · $68.8M
| AAPL Apple Inc. | 9.38% | 25,748 | $6.4M | Add +0.4% |
| VOO Vanguard S&P 500 ETF | 7.50% | 9,574 | $5.2M | Reduce -5.0% |
| FMB First Trust Managed Municipa | 4.25% | 57,258 | $2.9M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 4.02% | 12,592 | $2.8M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.49% | 5,840 | $2.4M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 3.49% | 12,662 | $2.4M | Add +5.4% |
| BND Vanguard Total Bond Market | 3.40% | 32,549 | $2.3M | Reduce -0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.34% | 9,564 | $2.3M | Add +0.4% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 3.11% | 82,166 | $2.1M | Reduce -0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.91% | 11,814 | $2.0M | Reduce -2.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.90% | 20,256 | $2.0M | Add +3.8% |
| LLY Eli Lilly & Co. | 2.82% | 2,512 | $1.9M | Add +56.1% |
| META Meta Platforms Inc. Class A | 2.77% | 3,257 | $1.9M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 2.48% | 7,122 | $1.7M | Add +4.2% |
| MSFT Microsoft Corp. | 2.42% | 3,953 | $1.7M | Add +2.9% |
| SCHX Schwab US Large-Cap ETF | 2.32% | 68,873 | $1.6M | Add +2.0% |
| HD Home Depot Inc. | 2.03% | 3,583 | $1.4M | Add +1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.98% | 2 | $1.4M | No change |
| FPE FT-Preferred Secur & Inc. ETF | 1.89% | 73,263 | $1.3M | Add +1.0% |
| MCD McDonald's Corp. | 1.84% | 4,374 | $1.3M | Add +2.2% |
| WMT Walmart Inc. | 1.74% | 13,257 | $1.2M | Reduce -0.5% |
| HYLB Xtrackers Usd High Yield Cor | 1.67% | 31,781 | $1.1M | Reduce -2.2% |
| PLD Prologis Inc. | 1.66% | 10,772 | $1.1M | Add +0.3% |
| SCHA Schwab US Small-Cap ETF | 1.58% | 42,132 | $1.1M | Add +0.5% |
| KO The Coca-Cola Co. | 1.26% | 13,889 | $865K | Add +2.8% |
| NVDA Nvidia Corp. | 1.22% | 6,241 | $838K | Add +7.2% |
| MLPA Global X MLP ETF | 0.96% | 13,408 | $662K | Add +5.8% |
| VNQ Vanguard Real Estate ETF | 0.94% | 7,223 | $643K | Add +4.7% |
| RACE Ferrari NV | 0.81% | 1,303 | $554K | Add +15.5% |
| VCIT Vanguard Int-Term Corporate | 0.74% | 6,351 | $510K | Add +0.9% |
| PZA Invesco National Amt-Free Mu | 0.71% | 20,784 | $491K | Reduce -3.2% |
| TSLA Tesla Inc. | 0.71% | 1,211 | $489K | Reduce -1.9% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.67% | 9,202 | $462K | Add +4.9% |
| IVV iShares Core S&P 500 ETF | 0.62% | 721 | $424K | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 0.61% | 3,615 | $417K | Add +0.9% |
| ZM Zoom Communications Inc. | 0.59% | 4,995 | $408K | Add +13.0% |
| TRP TC Energy Corp. | 0.55% | 8,142 | $379K | Add +1.8% |
| HYD Vaneck High Yield Muni ETF | 0.55% | 7,267 | $377K | Add +1.3% |
| PGX Invesco Preferred ETF | 0.46% | 27,276 | $314K | Reduce -6.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.46% | 1,359 | $313K | Add +6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 1,539 | $304K | Add +15.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 589 | $301K | Add +8.5% |
| BLOK Amplify Blockchain Tech ETF | 0.37% | 5,868 | $253K | Add +10.8% |
| YUMC Yum China Holdings Inc. | 0.31% | 4,476 | $216K | Reduce -0.7% |
| ABT Abbott Laboratories | 0.31% | 1,880 | $213K | Reduce -1.8% |
| PSCH Invesco S&P Smallcap Health | 0.29% | 4,468 | $198K | Add +0.0% |
| DUK Duke Energy Corp. | 0.28% | 1,796 | $194K | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.28% | 4,836 | $193K | Reduce -14.6% |
| IVE iShares S&P 500 Value ETF | 0.28% | 997 | $190K | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 1,670 | $186K | Reduce -35.9% |
| V Visa Inc. Class A | 0.27% | 587 | $185K | Add +0.2% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.26% | 3,158 | $178K | Add +12.7% |
| FPX First Trust US Equity Opport | 0.25% | 1,415 | $169K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.22% | 2,582 | $153K | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.22% | 803 | $153K | Add +0.1% |
| ORCL Oracle Corp. | 0.21% | 877 | $146K | Add +0.2% |
| AVGO Broadcom Inc. | 0.21% | 619 | $144K | Add +0.2% |
| COST Costco Wholesale Corp. | 0.20% | 150 | $137K | No change |
| PFE Pfizer Inc. | 0.19% | 4,838 | $128K | Add +1.1% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.18% | 5,257 | $126K | Add +1.0% |
| CP Canadian Pacific Kansas City | 0.18% | 1,732 | $125K | Add +9.5% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 2,050 | $124K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 230 | $120K | No change |
| J Jacobs Solutions Inc. | 0.16% | 842 | $112K | Reduce -44.9% |
| LOW Lowe's Cos Inc. | 0.15% | 416 | $103K | Add +0.5% |
| ALL Allstate Corp. | 0.15% | 532 | $103K | Add +0.6% |
| WM Waste Management Inc. | 0.14% | 482 | $97K | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 2,027 | $97K | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.13% | 180 | $91K | Add +0.6% |
| RTX RTX Corp. | 0.13% | 782 | $91K | Add +0.5% |
| JNJ Johnson & Johnson | 0.13% | 615 | $89K | Add +0.7% |
| AMT American Tower Corp. | 0.13% | 474 | $87K | Add +0.6% |
| NFLX Netflix Inc. | 0.12% | 95 | $85K | Add +3.3% |
| ELV Elevance Health Inc. | 0.12% | 229 | $84K | Add +89.3% |
| COIN Coinbase Global Inc. Class A | 0.12% | 336 | $83K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.12% | 1,719 | $83K | Add +0.3% |
| WELL Welltower Inc. | 0.12% | 653 | $82K | Add +1.4% |
| AXP American Express Co. | 0.11% | 263 | $78K | Add +0.4% |
| ADBE Adobe Inc. | 0.11% | 172 | $76K | No change |
| MRK Merck & Co. Inc. | 0.10% | 699 | $69K | Add +0.7% |
| FC Franklin Covey Co. | 0.10% | 1,812 | $68K | Add +100.2% |
| ILMN Illumina Inc. | 0.10% | 500 | $67K | Reduce -7.1% |
| AVB Avalonbay Communities Inc. | 0.09% | 285 | $63K | Add +0.7% |
| HON Honeywell International Inc. | 0.09% | 278 | $63K | Add +0.7% |
| AKAM Akamai Technologies Inc. | 0.09% | 655 | $63K | No change |
| NEE Nextera Energy Inc. | 0.09% | 872 | $63K | No change |
| EQIX Equinix Inc. | 0.09% | 66 | $62K | No change |
| SYK Stryker Corp. | 0.09% | 164 | $59K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 120 | $58K | Add +1.7% |
| MAR Marriott International Class A | 0.08% | 202 | $56K | No change |
| UDR Udr Inc. | 0.08% | 1,279 | $56K | Add +0.9% |
| VNM Vaneck Vietnam ETF | 0.08% | 4,770 | $55K | Add +65.6% |
| PAWZ Proshares Pet Care ETF | 0.08% | 991 | $54K | Reduce -27.4% |
| RDVY First Trust Rising Dividend | 0.08% | 909 | $54K | Add +0.4% |
| CVX Chevron Corp. | 0.07% | 356 | $52K | Add +0.8% |
| XPO Xpo Inc. | 0.07% | 387 | $51K | No change |
| DGX Quest Diagnostics Inc. | 0.07% | 332 | $50K | Add +0.6% |
| NDAQ Nasdaq Inc. | 0.07% | 644 | $50K | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 0.07% | 808 | $48K | Add +0.8% |
| O Realty Income Corp. | 0.07% | 884 | $47K | Add +1.4% |
Portfolio Sells Q3 2024 → Q4 2024
| VOO Vanguard S&P 500 ETF | Reduce -5.0% | 7.50% | −0.44 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Reduce -0.5% | 3.11% | −0.29 |
| BND Vanguard Total Bond Market | Reduce -0.6% | 3.40% | −0.26 |
| FMB First Trust Managed Municipa | Reduce -1.1% | 4.25% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 2.91% | −0.24 |
| J Jacobs Solutions Inc. | Reduce -44.9% | 0.16% | −0.13 |
| HYLB Xtrackers Usd High Yield Cor | Reduce -2.2% | 1.67% | −0.12 |
| DIS The Walt Disney Co. | Reduce -35.9% | 0.27% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -14.6% | 0.28% | −0.10 |
| PGX Invesco Preferred ETF | Reduce -6.8% | 0.46% | −0.08 |
| CVS CVS Health Corp. | Reduce -99.9% | 0.00% | −0.07 |
| PZA Invesco National Amt-Free Mu | Reduce -3.2% | 0.71% | −0.06 |
| DUK Duke Energy Corp. | Reduce -6.0% | 0.28% | −0.05 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.05 |
| PAWZ Proshares Pet Care ETF | Reduce -27.4% | 0.08% | −0.04 |
| AMTM Amentum Holdings Inc. | Reduce -4.3% | 0.04% | −0.03 |
| DOW Dow Inc. | Reduce -48.7% | 0.01% | −0.02 |
| SOBO South Bow Corp. | Reduce -29.0% | 0.04% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.31% | −0.02 |
| ZTS Zoetis Inc. | Reduce -47.8% | 0.01% | −0.02 |
| SBAC SBA Communications Corp. | Reduce -87.2% | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -9.2% | 0.03% | −0.01 |
| ILMN Illumina Inc. | Reduce -7.1% | 0.10% | −0.01 |
| ADC Agree Realty Corp. | Reduce -1.6% | 0.04% | −0.01 |
| HR Healthcare Realty Trust Inc. | Reduce -4.0% | 0.03% | −0.00 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.00 |
| FENI Fidelity Enhanced Intl ETF | Sold out | 0.00% | −0.00 |
| KRC Kilroy Realty Corp. | Reduce -7.0% | 0.04% | −0.00 |
| KIM Kimco Realty Corp. | Reduce -4.6% | 0.03% | −0.00 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.00 |
| TSCO Tractor Supply Company | Reduce -0.6% | 0.01% | −0.00 |
| OKTA Okta Inc. | Reduce -63.6% | 0.00% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -21.7% | 0.01% | −0.00 |
| T AT&T Inc. | Reduce -5.2% | 0.01% | −0.00 |
| VTRS Viatris Inc. | Reduce -5.6% | 0.00% | 0.00 |
| C Citigroup Inc. | Reduce -7.0% | 0.05% | +0.00 |
| YUMC Yum China Holdings Inc. | Reduce -0.7% | 0.31% | +0.01 |
| WMT Walmart Inc. | Reduce -0.5% | 1.74% | +0.14 |
| TSLA Tesla Inc. | Reduce -1.9% | 0.71% | +0.23 |
Portfolio Buys Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Add +56.1% | 2.82% | +0.69 |
| AMZN Amazon.com Inc. | Add +1.8% | 4.02% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +5.4% | 3.49% | +0.51 |
| AAPL Apple Inc. | Add +0.4% | 9.38% | +0.46 |
| JPM JPMorgan Chase & Co. | Add +4.2% | 2.48% | +0.33 |
| NVDA Nvidia Corp. | Add +7.2% | 1.22% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 3.49% | +0.14 |
| ZM Zoom Communications Inc. | Add +13.0% | 0.59% | +0.13 |
| RCL Royal Caribbean Cruises Ltd. | Add +6.7% | 0.46% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +15.9% | 0.44% | +0.10 |
| META Meta Platforms Inc. Class A | Add +3.9% | 2.77% | +0.10 |
| BLOK Amplify Blockchain Tech ETF | Add +10.8% | 0.37% | +0.07 |
| MLPA Global X MLP ETF | Add +5.8% | 0.96% | +0.06 |
| AVGO Broadcom Inc. | Add +0.2% | 0.21% | +0.05 |
| FC Franklin Covey Co. | Add +100.2% | 0.10% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +2.0% | 2.32% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.5% | 0.44% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| V Visa Inc. Class A | Add +0.2% | 0.27% | +0.03 |
| ELV Elevance Health Inc. | Add +89.3% | 0.12% | +0.03 |
| NFLX Netflix Inc. | Add +3.3% | 0.12% | +0.03 |
| VNM Vaneck Vietnam ETF | Add +65.6% | 0.08% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.22% | +0.02 |
| ROBO Robo Global Robotics and Aut | Add +12.7% | 0.26% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.22% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 0.62% | +0.01 |
| RACE Ferrari NV | Add +15.5% | 0.81% | +0.01 |
| FPX First Trust US Equity Opport | Add +0.1% | 0.25% | +0.01 |
| REAL The Realreal Inc. | New | 0.01% | +0.01 |
| AXP American Express Co. | Add +0.4% | 0.11% | +0.01 |
| IWM iShares Russell 2000 ETF | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +0.7% | 0.09% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.4% | 0.06% | +0.01 |
| MPLX MPLX LP | Add +2.0% | 0.05% | +0.00 |
| GE General Electric | New | 0.00% | +0.00 |
| NDAQ Nasdaq Inc. | Add +0.3% | 0.07% | +0.00 |
| IHG Intercontinental Hotels-ADR | Add +0.7% | 0.03% | +0.00 |
| CMCSA Comcast Corp. Class A | New | 0.00% | +0.00 |
| GEV GE Vernova Inc. | New | 0.00% | +0.00 |
| TMFC Motley Fool 100 Index ETF | Add +0.4% | 0.02% | +0.00 |
| PNC PNC Financial Services Group | New | 0.00% | +0.00 |
| GBCI Glacier Bancorp Inc. | Add +1.4% | 0.01% | +0.00 |
| AMLP Alerian MLP ETF | Add +1.9% | 0.02% | +0.00 |
| MO Altria Group Inc. | Add +1.8% | 0.02% | +0.00 |
| GEHC GE Healthcare Technology | New | 0.00% | +0.00 |
| SONY Sony Group Corp. - SP ADR | Add +0.7% | 0.00% | +0.00 |
| LITE Lumentum Holdings Inc. | New | 0.00% | +0.00 |
| VIAV Viavi Solutions Inc. | New | 0.00% | +0.00 |
| DIV Global X Superdividend Use | Add +20.0% | 0.00% | 0.00 |
| QYLD Global X Nasd 100 Cov Call | Add +2.3% | 0.00% | 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 |