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Wiser Advisor Group LLC

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13F filer, CIK 2011550, PHOENIX, AZ

Wiser Advisor Group LLC reported $57,560,880 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 51.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011550-25-000004

Period
2025-06-30
Reported value
$57.6M
Holdings
39
Top 10 weight
51.65%
New
2
Sold out
238

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GRIDnew+10,335$1.44M
BRK-Badded+1,519$738K
NVDAadded+2,736$432K
TSMadded+1,648$373K
DIAadded+724$319K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
FMBexited-43,186-$2.18M
XMHQexited-22,041-$2.02M
MLPAexited-19,825-$1.06M
ZMexited-6,517-$481K
PZAexited-19,472-$449K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0002011550-25-000004, largest first. % of portfolio is the value over $57,560,880, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,083 shares; 2024Q4: 9,574 shares; 2025Q1: 9,325 shares; 2025Q2: 8,693 shares 8,693$4.94M8.58%-632Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,642 shares; 2024Q4: 25,748 shares; 2025Q1: 25,420 shares; 2025Q2: 23,467 shares 23,467$4.81M8.36%-1,953Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,609 shares; 2024Q4: 2,512 shares; 2025Q1: 4,222 shares; 2025Q2: 4,299 shares 4,299$3.35M5.82%+77Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 12,592 shares; 2025Q1: 13,091 shares; 2025Q2: 13,180 shares 13,180$2.89M5.02%+89Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,134 shares; 2024Q4: 3,257 shares; 2025Q1: 3,461 shares; 2025Q2: 3,494 shares 3,494$2.58M4.48%+33Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 12,662 shares; 2025Q1: 14,311 shares; 2025Q2: 14,529 shares 14,529$2.56M4.45%+218Timeline
HFXINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,576 shares; 2024Q4: 82,166 shares; 2025Q1: 82,636 shares; 2025Q2: 79,482 shares 79,482$2.34M4.07%-3,154Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,732 shares; 2024Q4: 32,549 shares; 2025Q1: 30,663 shares; 2025Q2: 29,569 shares 29,569$2.18M3.78%-1,094Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,840 shares; 2024Q4: 3,953 shares; 2025Q1: 4,113 shares; 2025Q2: 4,285 shares 4,285$2.13M3.7%+172Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,097 shares; 2024Q4: 11,814 shares; 2025Q1: 11,791 shares; 2025Q2: 11,014 shares 11,014$1.95M3.38%-777Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 5,840 shares; 2025Q1: 5,289 shares; 2025Q2: 4,379 shares 4,379$1.92M3.34%-910Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,833 shares; 2024Q4: 7,122 shares; 2025Q1: 7,384 shares; 2025Q2: 6,192 shares 6,192$1.8M3.12%-1,192Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,511 shares; 2024Q4: 68,873 shares; 2025Q1: 63,794 shares; 2025Q2: 71,603 shares 71,603$1.75M3.04%+7,809Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,530 shares; 2024Q4: 9,564 shares; 2025Q1: 8,018 shares; 2025Q2: 6,974 shares 6,974$1.65M2.87%-1,044Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,822 shares; 2024Q4: 6,241 shares; 2025Q1: 7,528 shares; 2025Q2: 10,264 shares 10,264$1.62M2.82%+2,736Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M2.53%0Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,335 shares 10,335$1.44M2.5%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,583 shares; 2025Q1: 3,860 shares; 2025Q2: 3,874 shares 3,874$1.42M2.47%+14Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,319 shares; 2024Q4: 13,257 shares; 2025Q1: 13,606 shares; 2025Q2: 14,028 shares 14,028$1.37M2.38%+422Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,279 shares; 2024Q4: 4,374 shares; 2025Q1: 4,110 shares; 2025Q2: 4,402 shares 4,402$1.29M2.23%+292Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,508 shares; 2024Q4: 31,781 shares; 2025Q1: 32,623 shares; 2025Q2: 33,363 shares 33,363$1.23M2.14%+740Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,512 shares; 2024Q4: 13,889 shares; 2025Q1: 14,352 shares; 2025Q2: 14,730 shares 14,730$1.04M1.81%+378Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 42,132 shares; 2025Q1: 40,736 shares; 2025Q2: 40,770 shares 40,770$1.03M1.79%+34Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,539 shares; 2025Q1: 2,464 shares; 2025Q2: 4,112 shares 4,112$931K1.62%+1,648Timeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,303 shares; 2025Q1: 1,726 shares; 2025Q2: 1,857 shares 1,857$911K1.58%+131Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,541 shares; 2024Q4: 73,263 shares; 2025Q1: 52,565 shares; 2025Q2: 48,366 shares 48,366$861K1.5%-4,199Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,223 shares; 2025Q1: 9,476 shares; 2025Q2: 9,593 shares 9,593$854K1.48%+117Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 10,772 shares; 2025Q1: 10,200 shares; 2025Q2: 7,513 shares 7,513$790K1.37%-2,687Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 1,577 shares 1,577$766K1.33%+1,519Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,359 shares; 2025Q1: 2,477 shares; 2025Q2: 2,052 shares 2,052$643K1.12%-425Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,906 shares; 2025Q2: 14,040 shares 14,040$597K1.04%+1,134Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 236 shares; 2025Q2: 960 shares 960$423K0.73%+724Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 6,351 shares; 2025Q1: 5,234 shares; 2025Q2: 5,070 shares 5,070$420K0.73%-164Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,234 shares; 2024Q4: 1,211 shares; 2025Q1: 1,237 shares; 2025Q2: 1,267 shares 1,267$402K0.7%+30Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 3,615 shares; 2025Q1: 3,522 shares; 2025Q2: 3,495 shares 3,495$382K0.66%-27Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 721 shares; 2025Q1: 682 shares; 2025Q2: 576 shares 576$358K0.62%-106Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,605 shares; 2024Q4: 1,670 shares; 2025Q1: 3,280 shares; 2025Q2: 1,965 shares 1,965$244K0.42%-1,315Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 587 shares; 2025Q1: 588 shares; 2025Q2: 589 shares 589$209K0.36%+1Timeline
ENBRIDGE INC 6 77ENBRIDGE INC 6 77Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$20K0.03%new

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 238. All 238

SecurityShares beforeValue beforeType
FMBFIRST TR EXCH TRADED FD III43,186$2.18Mshares
XMHQINVESCO EXCHANGE TRADED FD T22,041$2.02Mshares
MLPAGLOBAL X FDS19,825$1.06Mshares
ZMZOOM COMMUNICATIONS INC6,517$481Kshares
PZAINVESCO EXCH TRADED FD TR II19,472$449Kshares
BLOKAMPLIFY ETF TR11,683$431Kshares
TRPTC ENERGY CORP7,256$343Kshares
PGXINVESCO EXCH TRADED FD TR II27,318$307Kshares
DTCRGLOBAL X FDS17,951$292Kshares
QQQINVESCO QQQ TR565$265Kshares
ABTABBOTT LABORATORIES1,860$247Kshares
HYDVANECK ETF TRUST4,497$230Kshares
PSCHINVESCO EXCH TRADED FD TR II4,469$193Kshares
IVEISHARES TR1,001$191Kshares
BUFRFIRST TR EXCHNG TRADED FD VI6,321$188Kshares
PFEPFIZER INC6,360$161Kshares
CSCOCISCO SYS INC2,596$160Kshares
FPXFIRST TR EXCHANGE-TRADED FD1,415$158Kshares
COSTCOSTCO WHOLESALE CORPORATION164$155Kshares
VNMVANECK ETF TRUST10,209$127Kshares
MMITNYLIM ACTIVE ETF TR5,298$127Kshares
GOOGALPHABET INC803$126Kshares
CPCANADIAN PACIFIC KANSAS CITY1,783$125Kshares
AVGOBROADCOM INC738$124Kshares
ORCLORACLE CORP879$123Kshares
TMOTHERMO FISHER SCIENTIFIC INC230$114Kshares
WMWASTE MGMT INC DEL484$112Kshares
ALLALLSTATE CORP534$111Kshares
AMTAMERICAN TOWER CORP478$104Kshares
CMGCHIPOTLE MEXICAN GRILL INC2,050$103Kshares
JNJJOHNSON & JOHNSON618$103Kshares
WELLWELLTOWER INC656$100Kshares
ELVELEVANCE HEALTH INC FORMERLY230$100Kshares
VEAVANGUARD TAX-MANAGED FDS1,958$99.5Kshares
LOWLOWES COS INC418$97.5Kshares
RTXRTX CORPORATION734$97.2Kshares
UNHUNITEDHEALTH GROUP INC181$94.8Kshares
FEZSPDR INDEX SHS FDS1,724$93.8Kshares
DUKDUKE ENERGY CORP NEW753$91.8Kshares
NFLXNETFLIX INC.95$88.6Kshares
AXPAMERICAN EXPRESS CO264$70.9Kshares
ADBEADOBE INC172$66Kshares
MRKMERCK & CO INC704$63.2Kshares
NEENEXTERA ENERGY INC872$61.8Kshares
AVBAVALONBAY CMNTYS INC288$61.7Kshares
SYKSTRYKER CORPORATION164$61.2Kshares
CVXCHEVRON CORPORATION360$60.2Kshares
HONHONEYWELL INTL INC279$59.1Kshares
UDRUDR INC1,292$58.4Kshares
VZVERIZON COMMUNICATIONS INC1,271$57.7Kshares
DGXQUEST DIAGNOSTICS INC333$56.4Kshares
YUMCYUM CHINA HLDGS INC1,081$56.3Kshares
MDLZMONDELEZ INTL INC814$55.2Kshares
LMTLOCKHEED MARTIN CORP121$54.1Kshares
EQIXEQUINIX INC66$54.1Kshares
RDVYFIRST TR EXCHANGE TRADED FD913$53.5Kshares
AKAMAKAMAI TECHNOLOGIES INC655$52.7Kshares
OREALTY INCOME CORP896$52Kshares
FCFRANKLIN COVEY CO1,812$50Kshares
NDAQNASDAQ INC646$49Kshares
VXUSVANGUARD STAR FDS784$48.7Kshares
MARMARRIOTT INTL INC NEW203$48.3Kshares
EBAYEBAY INC.693$46.9Kshares
VICIVICI PPTYS INC1,415$46.2Kshares
COINCOINBASE GLOBAL INC264$45.5Kshares
SUISUN CMNTYS INC339$43.7Kshares
MPLXMPLX LP788$42.2Kshares
FISVFISERV INC190$42Kshares
JJACOBS SOLUTIONS INC346$41.8Kshares
XPOXPO INC387$41.6Kshares
ADMARCHER DANIELS MIDLAND CO860$41.3Kshares
SCHWCHARLES SCHWAB CORP (THE)513$40.2Kshares
DOCHEALTHPEAK PROPERTIES INC1,897$38.4Kshares
DLRDIGITAL RLTY TR INC256$36.7Kshares
XOMEXXON MOBIL CORP308$36.6Kshares
VVVANGUARD INDEX FDS139$35.7Kshares
UPSUNITED PARCEL SVCS INC313$34.5Kshares
CCITIGROUP INC485$34.5Kshares
ADCAGREE RLTY CORP441$34.1Kshares
AEEAMEREN CORP337$33.8Kshares
HSTHOST HOTELS & RESORTS INC2,299$32.7Kshares
YUMYUM BRANDS INC203$31.9Kshares
REXRREXFORD INDL RLTY INC801$31.4Kshares
CCICROWN CASTLE INC296$30.9Kshares
SBUXSTARBUCKS CORP310$30.4Kshares
UALUNITED AIRLS HLDGS INC428$29.6Kshares
CUBECUBESMART667$28.5Kshares
IJHISHARES TR487$28.4Kshares
PAWZPROSHARES TR536$28Kshares
REGNREGENERON PHARMACEUTICALS44$27.9Kshares
AGGISHARES TR282$27.9Kshares
TRNOTERRENO RLTY CORP438$27.7Kshares
ELSEQUITY LIFESTYLE PROPERTIES412$27.5Kshares
VTRVENTAS INC379$26.1Kshares
SHELSHELL PLC350$25.6Kshares
SCHBSCHWAB STRATEGIC TR1,179$25.4Kshares
KRCKILROY REALTY CORP738$24.2Kshares
BACBANK OF AMER CORP572$23.9Kshares
INVHINVITATION HOMES INC667$23.2Kshares
MGMMGM RESORTS INTERNATIONAL781$23.1Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002011550-25-000004 base2025-08-08acceptance time not in the bulk data set