Wiser Advisor Group LLC Portfolio Holdings by Sector
Wiser Advisor Group LLC
- $80.4 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO HFXI XMHQ BND VUG SCHX VTV GRID 69 stocks |
$36.5 Million
45.41% of portfolio
|
63
|
6
|
52
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG DASH PINS 5 stocks |
$6.52 Million
8.12% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$5.93 Million
7.38% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV AZN PFE BMY 7 stocks |
$3.56 Million
4.44% of portfolio
|
7
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO MU UMC MCHP SYNA 7 stocks |
$3.5 Million
4.36% of portfolio
|
7
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$3.03 Million
3.77% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE AKAM PLTR NET 6 stocks |
$2.73 Million
3.4% of portfolio
|
6
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$2.29 Million
2.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC C BCS HSBC ING 6 stocks |
$2.06 Million
2.56% of portfolio
|
6
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$1.67 Million
2.08% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.63 Million
2.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA F 3 stocks |
$1.6 Million
2.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG YUM SBUX YUMC 5 stocks |
$1.51 Million
1.88% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$1.02 Million
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD REXR CUBE TRNO EXR COLD 6 stocks |
$866,993
1.08% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL ABNB CCL 3 stocks |
$737,773
0.92% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ZM COIN CRM UBER DUOL PEGA HUBS 7 stocks |
$697,403
0.87% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO IBRX 2 stocks |
$459,606
0.57% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRP MPLX 2 stocks |
$430,392
0.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX WBD 3 stocks |
$341,944
0.43% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP PYPL UPST 4 stocks |
$306,630
0.38% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK GMED MDT 4 stocks |
$258,449
0.32% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX DLR CCI GLPI LAMR SBAC 7 stocks |
$247,894
0.31% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB UDR SUI ELS INVH 5 stocks |
$196,357
0.24% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT 2 stocks |
$185,120
0.23% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK VTR 3 stocks |
$181,448
0.23% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DGX ILMN 3 stocks |
$166,432
0.21% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEE DUK WEC NGG PNW 6 stocks |
$154,582
0.19% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O ADC BRX KIM NNN 5 stocks |
$150,748
0.19% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$115,818
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO LITE 2 stocks |
$111,252
0.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$107,580
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL 2 stocks |
$84,911
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
XPO GXO FDX 3 stocks |
$80,368
0.1% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$80,151
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CVS 2 stocks |
$75,108
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR IHG 2 stocks |
$70,037
0.09% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI EPRT 2 stocks |
$61,124
0.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ 1 stocks |
$57,503
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$51,584
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$50,544
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
KRC ARE 2 stocks |
$47,732
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$41,302
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$40,181
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
FC 1 stocks |
$35,171
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$31,438
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV FIS 2 stocks |
$27,584
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL 1 stocks |
$26,959
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$23,184
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$22,423
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$20,450
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$18,905
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$18,602
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$13,142
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11,178
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
BXMT 1 stocks |
$10,850
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TSCO 1 stocks |
$9,710
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SQM 1 stocks |
$9,671
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$9,481
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$8,969
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
REAL 1 stocks |
$8,504
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$6,901
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CWH 1 stocks |
$5,112
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$4,684
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$4,460
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
CCK 1 stocks |
$4,360
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AMBC 1 stocks |
$4,170
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
VVI 1 stocks |
$3,618
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GBCI 1 stocks |
$3,458
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$3,324
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$3,289
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$2,236
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR 1 stocks |
$1,300
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI 1 stocks |
$463
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|