Wiser Wealth Management, Inc Purchases and Sells in Q3 2024

Wiser Wealth Management, Inc

$348 Million
Q3 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.58K + 14.23%	$520.18 - $576.82 $1.86M - $2.06M	28.7K $16.6M
JCPB	19.5K + 2.14%	$45.87 - $48.53 $896K - $948K	931K $44.9M
VIOO	1.28K + 1.07%	$97.19 - $109.09 $125K - $140K	121K $13.1M
IEFA	15.8K + 103.04%	$70.09 - $78.74 $1.11M - $1.25M	31.2K $2.44M
BND	10.9K + 22.14%	$71.45 - $75.64 $782K - $828K	60.4K $4.54M
VGT	626 + 1.89%	$514.43 - $606.85 $322K - $380K	33.7K $19.8M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SO	13.1K New	$77.0 - $90.52 $1.01M - $1.19M	13.1K $1.18M
LLY	563 New	$772.14 - $960.02 $435K - $540K	563 $498K
FTEC	2.46K New	$152.9 - $180.39 $376K - $444K	2.46K $429K
JNJ	1.61K New	$145.48 - $167.38 $233K - $269K	1.61K $260K
ADP	915 New	$233.44 - $279.45 $214K - $256K	915 $253K
WMT	3.06K New	$66.91 - $81.4 $205K - $249K	3.06K $247K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	-1.88K - 9.96%	$104.3 - $106.3 $196K - $200K	17K $1.8M
MUB	-5 - 0.1%	$106.13 - $108.7 $531 - $544	5.19K $563K
SPTM	-178 - 1.76%	$63.28 - $70.06 $11.3K - $12.5K	9.94K $696K
NSC	-10 - 0.95%	$213.75 - $259.69 $2.14K - $2.6K	1.04K $259K
VV	-21 - 0.22%	$236.92 - $263.4 $4.98K - $5.53K	9.4K $2.48M
HD	-26 - 0.6%	$333.64 - $405.2 $8.67K - $10.5K	4.32K $1.75M

Activity Summary All Purchases 39 New Holdings 14 Increased Positions 25 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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