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)

#StockSharesValue% PortfolioType
201
CWHCAMPING WORLD
317$6.7M0.01%
202
OSGAMBAC FINANCIAL
500$6.3M0.01%
203
UBERUBER TECHNOLOGIES
100$6.0M0.01%
204
NGGNATIONAL GRID
98$5.9M0.01%
205
MCHPMICROCHIP TECHNOLOGY INC
101$5.8M0.01%
206
EMBISHARES JPMORGAN
64$5.7M0.01%
207
SCHRSCHWAB INTERMEDIATE
224$5.4M0.01%
208
4I1PHILIP MORRIS
44$5.3M0.01%
209
DDDUPONT DE
65$4.9M0.01%
210
SWKSTANLEY BLACK
58$4.7M0.01%
211
VMBSVANGUARD MORTGAGE
101$4.6M0.01%
212
FNDASCHWAB FUNDAMENTAL
152$4.5M0.01%
213
FNDFSCHWAB FUNDAMENTAL
135$4.5M0.01%
214
IWMISHARES RUSSELL
20$4.4M0.01%
215
PINSPINTEREST INC
150$4.3M0.01%
216
AWCAMERICAN WATER
33$4.1M0.01%
217
BCSBARCLAYS PLC
296$3.9M0.01%
218
HBC2HSBC HOLDINGS
76$3.8M0.01%
219
FISFIDELITY NATIONAL
46$3.7M0.01%
220
CCKCROWN HOLDINGS
45$3.7M0.01%
221
GBCIGLACIER BANCORP
70$3.5M0.01%
222
VXFVANGUARD EXTENDED
18$3.4M0.01%
223
FFORD MOTOR
323$3.2M0.00%
224
ACNACCENTURE PLC
9$3.2M0.00%
225
INGING GROEP
204$3.2M0.00%
226
SONYSONY GROUP
151$3.2M0.00%
227
ABNBAIRBNB INC
24$3.2M0.00%
228
PNWPINNACLE WEST
33$2.8M0.00%
229
NETCLOUDFLARE INC
25$2.7M0.00%
230
SNYSANOFI
54$2.6M0.00%
231
AALAMERICAN AIRLINES
140$2.4M0.00%
232
QYLDGLOBAL X
133$2.4M0.00%
233
SCHPSCHWAB US
93$2.4M0.00%
234
GRALGRAIL INC
131$2.3M0.00%
235
GUNRFLEXSHARES MORNINGSTAR
64$2.3M0.00%
236
BPBP PLC
76$2.2M0.00%
237
SOLVSOLVENTUM CORP
32$2.1M0.00%
238
IEMGISHARES CORE
39$2.0M0.00%
239
BABAALIBABA GROUP
23$2.0M0.00%
240
BHPBHP GROUP
39$1.9M0.00%
241
GEGE AEROSPACE
11$1.8M0.00%
242
DEODIAGEO PLC
14$1.8M0.00%
243
ULUNILEVER PLC
29$1.6M0.00%
244
CMCSACOMCAST CORP
42$1.6M0.00%
245
STMSTMICROELECTRONICS N V
62$1.6M0.00%
246
DKNGDRAFTKINGS INC
40$1.5M0.00%
247
VTRSVIATRIS INC
118$1.5M0.00%
248
IAU*ISHARES GOLD
27$1.3M0.00%
249
WPPWPP PLC
26$1.3M0.00%
250
SBACSBA COMMUNICATIONS
6$1.3M0.00%
251
NSYNICE LTD
7$1.2M0.00%
252
IXUSISHARES CORE
18$1.2M0.00%
253
LVLNSPDR ICE
34$1.1M0.00%
254
NTSXWISDOMTREE U S
19$896K0.00%
255
GEVGE VERNOVA
2$658K0.00%
256
OKTAOKTA INC
8$630K0.00%
257
ACIALBERTSONS COS
26$508K0.00%
258
PNCPNC FINANCIAL
2$386K0.00%
259
GEHCGE HEALTHCARE
3$235K0.00%
260
CCLCARNIVAL CORP
9$224K0.00%
261
TLRYEURTILRAY BRANDS
137$182K0.00%
262
MDTMEDTRONIC PLC
2$167K0.00%
263
DIVGLOBAL X
6$99K0.00%
264
LITELUMENTUM HOLDINGS
1$84K0.00%
265
BMYBRISTOL MYERS
1$61K0.00%
266
VIAVVIAVI SOLUTIONS
6$61K0.00%
267
CVSCVS HEALTH
1$48K0.00%
268
WBDWARNER BROS
2$21K0.00%
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