Wiser Advisor Group LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$68.8B
Holdings
268
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (268 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 25,748 | $6.4B | 9.38% | |
| 2 | VOOVANGUARD S&P | 9,574 | $5.2B | 7.50% | |
| 3 | FMBFIRST TRUST | 57,258 | $2.9B | 4.25% | |
| 4 | AMZNAMAZON COM | 12,592 | $2.8B | 4.02% | |
| 5 | VUGVANGUARD GROWTH | 5,840 | $2.4B | 3.49% | |
| 6 | GOOGLALPHABET INC | 12,662 | $2.4B | 3.49% | |
| 7 | BNDVANGUARD TOTAL | 32,549 | $2.3B | 3.40% | |
| 8 | VBVANGUARD SMALL | 9,564 | $2.3B | 3.34% | |
| 9 | HFXINEW YORK LIFE | 82,166 | $2.1B | 3.11% | |
| 10 | VTVVANGUARD VALUE | 11,814 | $2.0B | 2.91% | |
| 11 | XMHQINVESCO S&P | 20,256 | $2.0B | 2.90% | |
| 12 | LLYELI LILLY | 2,512 | $1.9B | 2.82% | |
| 13 | METAMETA PLATFORMS | 3,257 | $1.9B | 2.77% | |
| 14 | JPMJPMORGAN CHASE | 7,122 | $1.7B | 2.48% | |
| 15 | MSFTMICROSOFT CORP | 3,953 | $1.7B | 2.42% | |
| 16 | SCHXSCHWAB US | 68,873 | $1.6B | 2.32% | |
| 17 | HDHOME DEPOT | 3,583 | $1.4B | 2.03% | |
| 18 | BRK-BBERKSHIRE HATHAWAY | 2 | $1.4B | 1.98% | |
| 19 | XFEBFIRST TRUST | 73,263 | $1.3B | 1.89% | |
| 20 | MCDMCDONALDS CORP | 4,374 | $1.3B | 1.84% | |
| 21 | WMTWALMART INC | 13,257 | $1.2B | 1.74% | |
| 22 | HYLBX TRACKERS | 31,781 | $1.1B | 1.67% | |
| 23 | PLDPROLOGIS INC | 10,772 | $1.1B | 1.66% | |
| 24 | SCHASCHWAB US | 42,132 | $1.1B | 1.58% | |
| 25 | KOCOCA COLA COMPANY | 13,889 | $864.7M | 1.26% | |
| 26 | NVDANVIDIA CORP | 6,241 | $838.1M | 1.22% | |
| 27 | MLPAGLOBAL X | 13,408 | $662.5M | 0.96% | |
| 28 | VNQVANGUARD REAL | 7,223 | $643.4M | 0.94% | |
| 29 | RACEFERRARI NV | 1,303 | $553.6M | 0.81% | |
| 30 | VCITVANGUARD INTERMEDIATE | 6,351 | $509.8M | 0.74% | |
| 31 | PZAINVESCO NATIONAL | 20,784 | $490.7M | 0.71% | |
| 32 | TSLATESLA INC | 1,211 | $489.1M | 0.71% | |
| 33 | KNGFIRST TRUST | 9,202 | $462.0M | 0.67% | |
| 34 | IVVISHARES CORE | 721 | $424.4M | 0.62% | |
| 35 | IJRISHARES CORE | 3,615 | $416.5M | 0.61% | |
| 36 | ZMZOOM COMMUNICATIONS | 4,995 | $407.6M | 0.59% | |
| 37 | TRPTC ENERGY | 8,142 | $378.8M | 0.55% | |
| 38 | HYDVANECK HIGH | 7,267 | $377.2M | 0.55% | |
| 39 | PGXINVESCO PFD | 27,276 | $314.5M | 0.46% | |
| 40 | RCLROYAL CARIBBEAN | 1,359 | $313.4M | 0.46% | |
| 41 | TSMTAIWAN SEMICONDUCTOR | 1,539 | $304.0M | 0.44% | |
| 42 | NDQINVESCO QQQ | 589 | $301.0M | 0.44% | |
| 43 | BLOKAMPLIFY BLOCKCHAIN | 5,868 | $253.4M | 0.37% | |
| 44 | YUMCYUM CHINA | 4,476 | $215.6M | 0.31% | |
| 45 | ABTABBOTT LABORATORIES | 1,880 | $212.7M | 0.31% | |
| 46 | PSCHINVESCO S&P | 4,468 | $197.9M | 0.29% | |
| 47 | DUKDUKE ENERGY | 1,796 | $193.5M | 0.28% | |
| 48 | BACVERIZON COMMUNICATIONS | 4,836 | $193.4M | 0.28% | |
| 49 | IVEISHARES S&P | 997 | $190.3M | 0.28% | |
| 50 | DISWALT DISNEY | 1,670 | $186.0M | 0.27% | |
| 51 | VVISA INC | 587 | $185.4M | 0.27% | |
| 52 | ROBOEXCHANGE TRADED | 3,158 | $177.7M | 0.26% | |
| 53 | FPXFIRST TRUST | 1,415 | $169.1M | 0.25% | |
| 54 | CSCOCISCO SYSTEMS | 2,582 | $152.9M | 0.22% | |
| 55 | GOOGALPHABET INC | 803 | $152.8M | 0.22% | |
| 56 | ORCLORACLE CORP | 877 | $146.2M | 0.21% | |
| 57 | AVGOBROADCOM INC | 619 | $143.6M | 0.21% | |
| 58 | COSTCOSTCO WHOLESALE | 150 | $137.3M | 0.20% | |
| 59 | PFEPFIZER INC | 4,838 | $128.3M | 0.19% | |
| 60 | MMITNEW YORK LIFE | 5,257 | $126.2M | 0.18% | |
| 61 | CPCANADIAN PACIFIC | 1,732 | $125.3M | 0.18% | |
| 62 | CMGCHIPOTLE MEXICAN | 2,050 | $123.6M | 0.18% | |
| 63 | TMOTHERMO FISHER | 230 | $119.6M | 0.17% | |
| 64 | JJACOBS SOLUTIONS | 842 | $112.5M | 0.16% | |
| 65 | LOWLOWES COMPANIES | 416 | $102.7M | 0.15% | |
| 66 | ALSALLSTATE CORP | 532 | $102.5M | 0.15% | |
| 67 | WMWASTE MANAGEMENT | 482 | $97.2M | 0.14% | |
| 68 | VEAVANGUARD FTSE | 2,027 | $96.9M | 0.14% | |
| 69 | UNHUNITEDHEALTH GROUP | 180 | $91.1M | 0.13% | |
| 70 | RTXRTX CORP | 782 | $90.5M | 0.13% | |
| 71 | JNJJOHNSON & JOHNSON | 615 | $88.9M | 0.13% | |
| 72 | AMTAMERICAN TOWER | 474 | $87.0M | 0.13% | |
| 73 | NFLXNETFLIX INC | 95 | $84.7M | 0.12% | |
| 74 | ELVELEVANCE HEALTH | 229 | $84.5M | 0.12% | |
| 75 | COINCOINBASE GLOBAL | 336 | $83.4M | 0.12% | |
| 76 | FEZSPDR EURO | 1,719 | $82.8M | 0.12% | |
| 77 | WELLWELLTOWER INC | 653 | $82.3M | 0.12% | |
| 78 | AXPAMERICAN EXPRESS | 263 | $78.0M | 0.11% | |
| 79 | ADBEADOBE INC | 172 | $76.5M | 0.11% | |
| 80 | MRKMERCK & COMPANY | 699 | $69.5M | 0.10% | |
| 81 | FCFRANKLIN COVEY | 1,812 | $68.1M | 0.10% | |
| 82 | ILMNILLUMINA INC | 500 | $66.8M | 0.10% | |
| 83 | AVBAVALONBAY COMMNTYS | 285 | $62.8M | 0.09% | |
| 84 | HONHONEYWELL INTL | 278 | $62.7M | 0.09% | |
| 85 | AKAMAKAMAI TECHNOLOGIES | 655 | $62.7M | 0.09% | |
| 86 | NEENEXTERA ENERGY | 872 | $62.5M | 0.09% | |
| 87 | EQIXEQUINIX INC | 66 | $62.2M | 0.09% | |
| 88 | SYKSTRYKER CORP | 164 | $59.1M | 0.09% | |
| 89 | LMTLOCKHEED MARTIN | 120 | $58.2M | 0.08% | |
| 90 | MARMARRIOTT INTL | 202 | $56.5M | 0.08% | |
| 91 | UDRUDR INC | 1,279 | $55.5M | 0.08% | |
| 92 | VNMVANECK VIETNAM | 4,770 | $54.8M | 0.08% | |
| 93 | PAWZPROSHARES PET | 991 | $54.0M | 0.08% | |
| 94 | RDVYFIRST TRUST | 909 | $53.8M | 0.08% | |
| 95 | CVXCHEVRON CORP | 356 | $51.6M | 0.08% | |
| 96 | XPOXPO INC | 387 | $50.8M | 0.07% | |
| 97 | DGXQUEST DIAGNOSTICS | 332 | $50.1M | 0.07% | |
| 98 | NDAQNASDAQ INC | 644 | $49.8M | 0.07% | |
| 99 | MDLZMONDELEZ INTERNATIONAL | 808 | $48.2M | 0.07% | |
| 100 | OREALTY INCOME | 884 | $47.2M | 0.07% |
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