Wiser Advisor Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Wiser Advisor Group LLC reported 275 stock positions worth $67.7 million. Its top holding was Apple (AAPL) at 8.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.1%) and Eli Lilly (LLY, 5.1%). Compared with Q4 2024, it opened 15 new positions, sold out of 8, added to 113 and reduced 53. The biggest buy was Eli Lilly (LLY, shares +68%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0002011550
- Portfolio Value
- $67.7M (Q1 2025)
- SEC Filing
- 0002011550-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 275 stocks · $67.7M
| AAPL Apple Inc. | 8.34% | 25,420 | $5.6M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 7.08% | 9,325 | $4.8M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 5.15% | 4,222 | $3.5M | Add +68.1% |
| AMZN Amazon.com Inc. | 3.68% | 13,091 | $2.5M | Add +4.0% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 3.36% | 82,636 | $2.3M | Add +0.6% |
| BND Vanguard Total Bond Market | 3.33% | 30,663 | $2.3M | Reduce -5.8% |
| GOOGL Alphabet Inc. Class A | 3.27% | 14,311 | $2.2M | Add +13.0% |
| FMB First Trust Managed Municipa | 3.22% | 43,186 | $2.2M | Reduce -24.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.01% | 11,791 | $2.0M | Reduce -0.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.98% | 22,041 | $2.0M | Add +8.8% |
| META Meta Platforms Inc. Class A | 2.95% | 3,461 | $2.0M | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.90% | 5,289 | $2.0M | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 2.67% | 7,384 | $1.8M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.63% | 8,018 | $1.8M | Reduce -16.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.36% | 2 | $1.6M | No change |
| MSFT Microsoft Corp. | 2.28% | 4,113 | $1.5M | Add +4.0% |
| HD Home Depot Inc. | 2.09% | 3,860 | $1.4M | Add +7.7% |
| SCHX Schwab US Large-Cap ETF | 2.08% | 63,794 | $1.4M | Reduce -7.4% |
| MCD McDonald's Corp. | 1.90% | 4,110 | $1.3M | Reduce -6.0% |
| WMT Walmart Inc. | 1.76% | 13,606 | $1.2M | Add +2.6% |
| HYLB Xtrackers Usd High Yield Cor | 1.74% | 32,623 | $1.2M | Add +2.6% |
| PLD Prologis Inc. | 1.68% | 10,200 | $1.1M | Reduce -5.3% |
| MLPA Global X MLP ETF | 1.56% | 19,825 | $1.1M | Add +47.9% |
| KO The Coca-Cola Co. | 1.52% | 14,352 | $1.0M | Add +3.3% |
| SCHA Schwab US Small-Cap ETF | 1.41% | 40,736 | $954K | Reduce -3.3% |
| FPE FT-Preferred Secur & Inc. ETF | 1.37% | 52,565 | $925K | Reduce -28.3% |
| VNQ Vanguard Real Estate ETF | 1.27% | 9,476 | $858K | Add +31.2% |
| NVDA Nvidia Corp. | 1.20% | 7,528 | $816K | Add +20.6% |
| RACE Ferrari NV | 1.09% | 1,726 | $739K | Add +32.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.78% | 12,906 | $526K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.75% | 2,477 | $509K | Add +82.3% |
| ZM Zoom Communications Inc. | 0.71% | 6,517 | $481K | Add +30.5% |
| PZA Invesco National Amt-Free Mu | 0.66% | 19,472 | $449K | Reduce -6.3% |
| BLOK Amplify Blockchain Tech ETF | 0.64% | 11,683 | $431K | Add +99.1% |
| VCIT Vanguard Int-Term Corporate | 0.63% | 5,234 | $428K | Reduce -17.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.60% | 2,464 | $409K | Add +60.1% |
| IVV iShares Core S&P 500 ETF | 0.57% | 682 | $383K | Reduce -5.4% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 3,522 | $368K | Reduce -2.6% |
| TRP TC Energy Corp. | 0.51% | 7,256 | $343K | Reduce -10.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 3,280 | $324K | Add +96.4% |
| TSLA Tesla Inc. | 0.47% | 1,237 | $321K | Add +2.1% |
| PGX Invesco Preferred ETF | 0.45% | 27,318 | $307K | Add +0.1% |
| DTCR Global X Data Center & Digit | 0.43% | 17,951 | $292K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 565 | $265K | Reduce -4.1% |
| ABT Abbott Laboratories | 0.36% | 1,860 | $247K | Reduce -1.1% |
| HYD Vaneck High Yield Muni ETF | 0.34% | 4,497 | $230K | Reduce -38.1% |
| V Visa Inc. Class A | 0.30% | 588 | $206K | Add +0.2% |
| PSCH Invesco S&P Smallcap Health | 0.29% | 4,469 | $193K | Add +0.0% |
| IVE iShares S&P 500 Value ETF | 0.28% | 1,001 | $191K | Add +0.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.28% | 6,321 | $188K | New |
| PFE Pfizer Inc. | 0.24% | 6,360 | $161K | Add +31.5% |
| CSCO Cisco Systems Inc. | 0.24% | 2,596 | $160K | Add +0.5% |
| FPX First Trust US Equity Opport | 0.23% | 1,415 | $158K | No change |
| COST Costco Wholesale Corp. | 0.23% | 164 | $155K | Add +9.3% |
| VNM Vaneck Vietnam ETF | 0.19% | 10,209 | $127K | Add +114.0% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.19% | 5,298 | $127K | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.19% | 803 | $126K | No change |
| CP Canadian Pacific Kansas City | 0.18% | 1,783 | $125K | Add +2.9% |
| AVGO Broadcom Inc. | 0.18% | 738 | $124K | Add +19.2% |
| ORCL Oracle Corp. | 0.18% | 879 | $123K | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 230 | $114K | No change |
| WM Waste Management Inc. | 0.17% | 484 | $112K | Add +0.4% |
| ALL Allstate Corp. | 0.16% | 534 | $111K | Add +0.4% |
| AMT American Tower Corp. | 0.15% | 478 | $104K | Add +0.8% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 2,050 | $103K | No change |
| JNJ Johnson & Johnson | 0.15% | 618 | $103K | Add +0.5% |
| WELL Welltower Inc. | 0.15% | 656 | $100K | Add +0.5% |
| ELV Elevance Health Inc. | 0.15% | 230 | $100K | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 1,958 | $100K | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 236 | $99K | Add +413.0% |
| LOW Lowe's Cos Inc. | 0.14% | 418 | $97K | Add +0.5% |
| RTX RTX Corp. | 0.14% | 734 | $97K | Reduce -6.1% |
| UNH Unitedhealth Group Inc. | 0.14% | 181 | $95K | Add +0.6% |
| FEZ State Street SPDR Euro Stoxx | 0.14% | 1,724 | $94K | Add +0.3% |
| DUK Duke Energy Corp. | 0.14% | 753 | $92K | Reduce -58.1% |
| NFLX Netflix Inc. | 0.13% | 95 | $89K | No change |
| AXP American Express Co. | 0.10% | 264 | $71K | Add +0.4% |
| ADBE Adobe Inc. | 0.10% | 172 | $66K | No change |
| MRK Merck & Co. Inc. | 0.09% | 704 | $63K | Add +0.7% |
| NEE Nextera Energy Inc. | 0.09% | 872 | $62K | No change |
| AVB Avalonbay Communities Inc. | 0.09% | 288 | $62K | Add +1.1% |
| SYK Stryker Corp. | 0.09% | 164 | $61K | No change |
| CVX Chevron Corp. | 0.09% | 360 | $60K | Add +1.1% |
| HON Honeywell International Inc. | 0.09% | 279 | $59K | Add +0.4% |
| UDR Udr Inc. | 0.09% | 1,292 | $58K | Add +1.0% |
| VZ Verizon Communications Inc. | 0.09% | 1,271 | $58K | Reduce -73.7% |
| DGX Quest Diagnostics Inc. | 0.08% | 333 | $56K | Add +0.3% |
| YUMC Yum China Holdings Inc. | 0.08% | 1,081 | $56K | Reduce -75.8% |
| MDLZ Mondelez International Inc. Class A | 0.08% | 814 | $55K | Add +0.7% |
| LMT Lockheed Martin Corp. | 0.08% | 121 | $54K | Add +0.8% |
| EQIX Equinix Inc. | 0.08% | 66 | $54K | No change |
| RDVY First Trust Rising Dividend | 0.08% | 913 | $53K | Add +0.4% |
| AKAM Akamai Technologies Inc. | 0.08% | 655 | $53K | No change |
| O Realty Income Corp. | 0.08% | 896 | $52K | Add +1.4% |
| FC Franklin Covey Co. | 0.07% | 1,812 | $50K | No change |
| NDAQ Nasdaq Inc. | 0.07% | 646 | $49K | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.07% | 784 | $49K | Add +29.4% |
| MAR Marriott International Class A | 0.07% | 203 | $48K | Add +0.5% |
| EBAY eBay Inc. | 0.07% | 693 | $47K | Add +0.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.07% | 1,415 | $46K | Add +1.5% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.3% | 8.34% | −1.04 |
| FMB First Trust Managed Municipa | Reduce -24.6% | 3.22% | −1.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.2% | 2.63% | −0.72 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -98.0% | 0.01% | −0.66 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.4% | 2.90% | −0.59 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -28.3% | 1.37% | −0.52 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 7.08% | −0.43 |
| ROBO Robo Global Robotics and Aut | Reduce -96.6% | 0.01% | −0.25 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.4% | 2.08% | −0.24 |
| YUMC Yum China Holdings Inc. | Reduce -75.8% | 0.08% | −0.23 |
| HYD Vaneck High Yield Muni ETF | Reduce -38.1% | 0.34% | −0.21 |
| VZ Verizon Communications Inc. | Reduce -73.7% | 0.09% | −0.20 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.3% | 1.41% | −0.18 |
| DUK Duke Energy Corp. | Reduce -58.1% | 0.14% | −0.15 |
| VCIT Vanguard Int-Term Corporate | Reduce -17.6% | 0.63% | −0.11 |
| J Jacobs Solutions Inc. | Reduce -58.9% | 0.06% | −0.10 |
| ILMN Illumina Inc. | Reduce -78.6% | 0.01% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -5.8% | 3.33% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.6% | 0.54% | −0.06 |
| COIN Coinbase Global Inc. Class A | Reduce -21.4% | 0.07% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -5.4% | 0.57% | −0.05 |
| PZA Invesco National Amt-Free Mu | Reduce -6.3% | 0.66% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.1% | 0.39% | −0.05 |
| TRP TC Energy Corp. | Reduce -10.9% | 0.51% | −0.05 |
| PAWZ Proshares Pet Care ETF | Reduce -45.9% | 0.04% | −0.04 |
| AMTM Amentum Holdings Inc. | Reduce -79.8% | 0.01% | −0.04 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| SOBO South Bow Corp. | Reduce -56.9% | 0.02% | −0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -92.8% | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -32.4% | 0.01% | −0.00 |
| QYLD Global X Nasd 100 Cov Call | Reduce -98.5% | 0.00% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.00 |
| GUNR NT Mstar GLBL NR ETF | Sold out | 0.00% | −0.00 |
| ACN Accenture PLC Class A | Reduce -55.6% | 0.00% | −0.00 |
| UL Unilever PLC | Sold out | 0.00% | −0.00 |
| GRAL Grail Inc. | Reduce -73.3% | 0.00% | −0.00 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -53.9% | 0.00% | −0.00 |
| WPP WPP PLC-Sponsored ADR | Sold out | 0.00% | −0.00 |
| SNY Sanofi-ADR | Reduce -55.6% | 0.00% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Reduce -57.1% | 0.00% | −0.00 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.00 |
| BP BP PLC-Spons ADR | Reduce -54.0% | 0.00% | −0.00 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -51.3% | 0.00% | −0.00 |
| NGG National Grid PLC-SP ADR | Reduce -26.5% | 0.01% | −0.00 |
| STM Stmicroelectronics NV-NY SHS | Reduce -56.5% | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Reduce -56.5% | 0.00% | −0.00 |
| MU Micron Technology Inc. | Reduce -7.1% | 0.03% | −0.00 |
| OKTA Okta Inc. | Reduce -50.0% | 0.00% | −0.00 |
| TLRY Tilray Brands Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| LLY Eli Lilly & Co. | Add +68.1% | 5.15% | +2.33 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.78% | +0.78 |
| MLPA Global X MLP ETF | Add +47.9% | 1.56% | +0.59 |
| DTCR Global X Data Center & Digit | New | 0.43% | +0.43 |
| VNQ Vanguard Real Estate ETF | Add +31.2% | 1.27% | +0.33 |
| RCL Royal Caribbean Cruises Ltd. | Add +82.3% | 0.75% | +0.30 |
| RACE Ferrari NV | Add +32.5% | 1.09% | +0.29 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.28% | +0.28 |
| BLOK Amplify Blockchain Tech ETF | Add +99.1% | 0.64% | +0.27 |
| KO The Coca-Cola Co. | Add +3.3% | 1.52% | +0.26 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +0.6% | 3.36% | +0.24 |
| DIS The Walt Disney Co. | Add +96.4% | 0.48% | +0.21 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 2.67% | +0.19 |
| META Meta Platforms Inc. Class A | Add +6.3% | 2.95% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +60.1% | 0.60% | +0.16 |
| DIA SS SPDR Dow Jones Indus Avg | Add +413.0% | 0.15% | +0.12 |
| ZM Zoom Communications Inc. | Add +30.5% | 0.71% | +0.12 |
| VNM Vaneck Vietnam ETF | Add +114.0% | 0.19% | +0.11 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +8.8% | 2.98% | +0.08 |
| HYLB Xtrackers Usd High Yield Cor | Add +2.6% | 1.74% | +0.07 |
| HD Home Depot Inc. | Add +7.7% | 2.09% | +0.06 |
| PFE Pfizer Inc. | Add +31.5% | 0.24% | +0.05 |
| V Visa Inc. Class A | Add +0.2% | 0.30% | +0.03 |
| COST Costco Wholesale Corp. | Add +9.3% | 0.23% | +0.03 |
| WELL Welltower Inc. | Add +0.5% | 0.15% | +0.03 |
| AMT American Tower Corp. | Add +0.8% | 0.15% | +0.03 |
| ELV Elevance Health Inc. | Add +0.4% | 0.15% | +0.02 |
| WM Waste Management Inc. | Add +0.4% | 0.17% | +0.02 |
| JNJ Johnson & Johnson | Add +0.5% | 0.15% | +0.02 |
| WMT Walmart Inc. | Add +2.6% | 1.76% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +29.4% | 0.07% | +0.02 |
| FEZ State Street SPDR Euro Stoxx | Add +0.3% | 0.14% | +0.02 |
| NKE Nike Inc. Class B | New | 0.02% | +0.02 |
| NET Cloudflare Inc. Class A | Add +384.0% | 0.02% | +0.02 |
| ALL Allstate Corp. | Add +0.4% | 0.16% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.24% | +0.01 |
| CVX Chevron Corp. | Add +1.1% | 0.09% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.7% | 0.08% | +0.01 |
| DGX Quest Diagnostics Inc. | Add +0.3% | 0.08% | +0.01 |
| IBRX Immunitybio Inc. | New | 0.01% | +0.01 |
| VICI Vici Properties Inc. | Add +1.5% | 0.07% | +0.01 |
| MPLX MPLX LP | Add +1.8% | 0.06% | +0.01 |
| O Realty Income Corp. | Add +1.4% | 0.08% | +0.01 |
| YUM Yum! Brands Inc. | Add +0.5% | 0.05% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 0.14% | +0.01 |
| SRVR Pacer Data & Infrastructure | New | 0.01% | +0.01 |
| CCI Crown Castle Inc. | Add +1.4% | 0.05% | +0.01 |
| EBAY eBay Inc. | Add +0.4% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.05% | +0.01 |
| VTR Ventas Inc. | Add +0.8% | 0.04% | +0.01 |
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 |