Wiser Advisor Group LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$67.7B
Holdings
275
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 25,420 | $5.6B | 8.34% | |
| 2 | VOOVANGUARD S&P | 9,325 | $4.8B | 7.08% | |
| 3 | LLYELI LILLY | 4,222 | $3.5B | 5.15% | |
| 4 | AMZNAMAZON COM | 13,091 | $2.5B | 3.68% | |
| 5 | HFXINYLI FTSE | 82,636 | $2.3B | 3.36% | |
| 6 | BNDVANGUARD TOTAL | 30,663 | $2.3B | 3.33% | |
| 7 | GOOGLALPHABET INC | 14,311 | $2.2B | 3.27% | |
| 8 | FMBFIRST TRUST | 43,186 | $2.2B | 3.22% | |
| 9 | VTVVANGUARD VALUE | 11,791 | $2.0B | 3.01% | |
| 10 | XMHQINVESCO S&P | 22,041 | $2.0B | 2.98% | |
| 11 | METAMETA PLATFORMS | 3,461 | $2.0B | 2.95% | |
| 12 | VUGVANGUARD GROWTH | 5,289 | $2.0B | 2.90% | |
| 13 | JPMJPMORGAN CHASE | 7,384 | $1.8B | 2.67% | |
| 14 | VBVANGUARD SMALL | 8,018 | $1.8B | 2.63% | |
| 15 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.6B | 2.36% | |
| 16 | MSFTMICROSOFT CORP | 4,113 | $1.5B | 2.28% | |
| 17 | HDHOME DEPOT | 3,860 | $1.4B | 2.09% | |
| 18 | SCHXSCHWAB US | 63,794 | $1.4B | 2.08% | |
| 19 | MCDMCDONALDS CORP | 4,110 | $1.3B | 1.90% | |
| 20 | WMTWALMART INC | 13,606 | $1.2B | 1.76% | |
| 21 | HYLBXTRACKERS USD | 32,623 | $1.2B | 1.74% | |
| 22 | PLDPROLOGIS INC | 10,200 | $1.1B | 1.68% | |
| 23 | MLPAGLOBAL X | 19,825 | $1.1B | 1.56% | |
| 24 | KOCOCA COLA COMPANY | 14,352 | $1.0B | 1.52% | |
| 25 | SCHASCHWAB US | 40,736 | $954.4M | 1.41% | |
| 26 | XFEBFIRST TRUST | 52,565 | $924.6M | 1.37% | |
| 27 | VNQVANGUARD REAL | 9,476 | $857.9M | 1.27% | |
| 28 | NVDANVIDIA CORP | 7,528 | $815.9M | 1.20% | |
| 29 | RACEFERRARI NV | 1,726 | $738.5M | 1.09% | |
| 30 | DIVOAMPLIFY CWP | 12,906 | $526.2M | 0.78% | |
| 31 | RCLROYAL CARIBBEAN | 2,477 | $508.8M | 0.75% | |
| 32 | ZMZOOM COMMUNICATIONS | 6,517 | $480.8M | 0.71% | |
| 33 | PZAINVESCO NATIONAL | 19,472 | $448.6M | 0.66% | |
| 34 | BLOKAMPLIFY BLOCKCHAIN | 11,683 | $430.9M | 0.64% | |
| 35 | VCITVANGUARD INTERMEDIATE | 5,234 | $428.0M | 0.63% | |
| 36 | TSMTAIWAN SEMICONDUCTOR | 2,464 | $409.0M | 0.60% | |
| 37 | IVVISHARES CORE | 682 | $383.2M | 0.57% | |
| 38 | IJRISHARES CORE | 3,522 | $368.3M | 0.54% | |
| 39 | TRPTC ENERGY | 7,256 | $342.5M | 0.51% | |
| 40 | DISWALT DISNEY | 3,280 | $323.7M | 0.48% | |
| 41 | TSLATESLA INC | 1,237 | $320.6M | 0.47% | |
| 42 | PGXINVESCO PFD | 27,318 | $306.5M | 0.45% | |
| 43 | DTCRGLOBAL X | 17,951 | $291.9M | 0.43% | |
| 44 | NDQINVESCO QQQ | 565 | $264.8M | 0.39% | |
| 45 | ABTABBOTT LABORATORIES | 1,860 | $246.7M | 0.36% | |
| 46 | HYDVANECK HIGH | 4,497 | $230.1M | 0.34% | |
| 47 | VVISA INC | 588 | $205.9M | 0.30% | |
| 48 | PSCHINVESCO S&P | 4,469 | $193.4M | 0.29% | |
| 49 | IVEISHARES S&P | 1,001 | $190.7M | 0.28% | |
| 50 | BUFRFIRST TRUST | 6,321 | $187.7M | 0.28% | |
| 51 | PFEPFIZER INC | 6,360 | $161.2M | 0.24% | |
| 52 | CSCOCISCO SYSTEMS | 2,596 | $160.2M | 0.24% | |
| 53 | FPXFIRST TRUST | 1,415 | $158.1M | 0.23% | |
| 54 | COSTCOSTCO WHOLESALE | 164 | $155.1M | 0.23% | |
| 55 | VNMVANECK VIETNAM | 10,209 | $127.4M | 0.19% | |
| 56 | MMITNYLI MACKAY | 5,298 | $127.0M | 0.19% | |
| 57 | GOOGALPHABET INC | 803 | $125.5M | 0.19% | |
| 58 | CPCANADIAN PACIFIC | 1,783 | $125.2M | 0.18% | |
| 59 | AVGOBROADCOM INC | 738 | $123.6M | 0.18% | |
| 60 | ORCLORACLE CORP | 879 | $122.9M | 0.18% | |
| 61 | TMOTHERMO FISHER | 230 | $114.5M | 0.17% | |
| 62 | WMWASTE MANAGEMENT | 484 | $112.0M | 0.17% | |
| 63 | ALSALLSTATE CORP | 534 | $110.6M | 0.16% | |
| 64 | AMTAMERICAN TOWER | 478 | $104.1M | 0.15% | |
| 65 | CMGCHIPOTLE MEXICAN | 2,050 | $102.9M | 0.15% | |
| 66 | JNJJOHNSON & JOHNSON | 618 | $102.5M | 0.15% | |
| 67 | WELLWELLTOWER INC | 656 | $100.5M | 0.15% | |
| 68 | ELVELEVANCE HEALTH | 230 | $100.0M | 0.15% | |
| 69 | VEAVANGUARD FTSE | 1,958 | $99.5M | 0.15% | |
| 70 | DONSPDR DOW | 236 | $99.0M | 0.15% | |
| 71 | LOWLOWES COMPANIES | 418 | $97.5M | 0.14% | |
| 72 | RTXRTX CORP | 734 | $97.2M | 0.14% | |
| 73 | UNHUNITEDHEALTH GROUP | 181 | $94.8M | 0.14% | |
| 74 | FEZSPDR EURO | 1,724 | $93.8M | 0.14% | |
| 75 | DUKDUKE ENERGY | 753 | $91.8M | 0.14% | |
| 76 | NFLXNETFLIX INC | 95 | $88.6M | 0.13% | |
| 77 | AXPAMERICAN EXPRESS | 264 | $70.9M | 0.10% | |
| 78 | ADBEADOBE INC | 172 | $66.0M | 0.10% | |
| 79 | MRKMERCK & COMPANY | 704 | $63.2M | 0.09% | |
| 80 | NEENEXTERA ENERGY | 872 | $61.8M | 0.09% | |
| 81 | AVBAVALONBAY COMMNTYS | 288 | $61.7M | 0.09% | |
| 82 | SYKSTRYKER CORP | 164 | $61.2M | 0.09% | |
| 83 | CVXCHEVRON CORP | 360 | $60.2M | 0.09% | |
| 84 | HONHONEYWELL INTL | 279 | $59.1M | 0.09% | |
| 85 | UDRUDR INC | 1,292 | $58.4M | 0.09% | |
| 86 | BACVERIZON COMMUNICATIONS | 1,271 | $57.7M | 0.09% | |
| 87 | DGXQUEST DIAGNOSTICS | 333 | $56.4M | 0.08% | |
| 88 | YUMCYUM CHINA | 1,081 | $56.3M | 0.08% | |
| 89 | MDLZMONDELEZ INTERNATIONAL | 814 | $55.3M | 0.08% | |
| 90 | LMTLOCKHEED MARTIN | 121 | $54.1M | 0.08% | |
| 91 | EQIXEQUINIX INC | 66 | $54.1M | 0.08% | |
| 92 | RDVYFIRST TRUST | 913 | $53.5M | 0.08% | |
| 93 | AKAMAKAMAI TECHNOLOGIES | 655 | $52.7M | 0.08% | |
| 94 | OREALTY INCOME | 896 | $52.0M | 0.08% | |
| 95 | FCFRANKLIN COVEY | 1,812 | $50.0M | 0.07% | |
| 96 | NDAQNASDAQ INC | 646 | $49.0M | 0.07% | |
| 97 | VXUSVANGUARD TOTAL | 784 | $48.7M | 0.07% | |
| 98 | MARMARRIOTT INTL | 203 | $48.3M | 0.07% | |
| 99 | EBAEBAY INC | 693 | $46.9M | 0.07% | |
| 100 | VICIVICI PROPERTIES | 1,415 | $46.2M | 0.07% |
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