Wiser Advisor Group LLC
Follow13F 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
| Security | Shares change | Approx. 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
| Security | Shares change | Approx. 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.
Back to all 39 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| FMBFIRST TR EXCH TRADED FD III | 43,186 | $2.18M | shares |
| XMHQINVESCO EXCHANGE TRADED FD T | 22,041 | $2.02M | shares |
| MLPAGLOBAL X FDS | 19,825 | $1.06M | shares |
| ZMZOOM COMMUNICATIONS INC | 6,517 | $481K | shares |
| PZAINVESCO EXCH TRADED FD TR II | 19,472 | $449K | shares |
| BLOKAMPLIFY ETF TR | 11,683 | $431K | shares |
| TRPTC ENERGY CORP | 7,256 | $343K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 27,318 | $307K | shares |
| DTCRGLOBAL X FDS | 17,951 | $292K | shares |
| QQQINVESCO QQQ TR | 565 | $265K | shares |
| ABTABBOTT LABORATORIES | 1,860 | $247K | shares |
| HYDVANECK ETF TRUST | 4,497 | $230K | shares |
| PSCHINVESCO EXCH TRADED FD TR II | 4,469 | $193K | shares |
| IVEISHARES TR | 1,001 | $191K | shares |
| BUFRFIRST TR EXCHNG TRADED FD VI | 6,321 | $188K | shares |
| PFEPFIZER INC | 6,360 | $161K | shares |
| CSCOCISCO SYS INC | 2,596 | $160K | shares |
| FPXFIRST TR EXCHANGE-TRADED FD | 1,415 | $158K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 164 | $155K | shares |
| VNMVANECK ETF TRUST | 10,209 | $127K | shares |
| MMITNYLIM ACTIVE ETF TR | 5,298 | $127K | shares |
| GOOGALPHABET INC | 803 | $126K | shares |
| CPCANADIAN PACIFIC KANSAS CITY | 1,783 | $125K | shares |
| AVGOBROADCOM INC | 738 | $124K | shares |
| ORCLORACLE CORP | 879 | $123K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 230 | $114K | shares |
| WMWASTE MGMT INC DEL | 484 | $112K | shares |
| ALLALLSTATE CORP | 534 | $111K | shares |
| AMTAMERICAN TOWER CORP | 478 | $104K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 2,050 | $103K | shares |
| JNJJOHNSON & JOHNSON | 618 | $103K | shares |
| WELLWELLTOWER INC | 656 | $100K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 230 | $100K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 1,958 | $99.5K | shares |
| LOWLOWES COS INC | 418 | $97.5K | shares |
| RTXRTX CORPORATION | 734 | $97.2K | shares |
| UNHUNITEDHEALTH GROUP INC | 181 | $94.8K | shares |
| FEZSPDR INDEX SHS FDS | 1,724 | $93.8K | shares |
| DUKDUKE ENERGY CORP NEW | 753 | $91.8K | shares |
| NFLXNETFLIX INC. | 95 | $88.6K | shares |
| AXPAMERICAN EXPRESS CO | 264 | $70.9K | shares |
| ADBEADOBE INC | 172 | $66K | shares |
| MRKMERCK & CO INC | 704 | $63.2K | shares |
| NEENEXTERA ENERGY INC | 872 | $61.8K | shares |
| AVBAVALONBAY CMNTYS INC | 288 | $61.7K | shares |
| SYKSTRYKER CORPORATION | 164 | $61.2K | shares |
| CVXCHEVRON CORPORATION | 360 | $60.2K | shares |
| HONHONEYWELL INTL INC | 279 | $59.1K | shares |
| UDRUDR INC | 1,292 | $58.4K | shares |
| VZVERIZON COMMUNICATIONS INC | 1,271 | $57.7K | shares |
| DGXQUEST DIAGNOSTICS INC | 333 | $56.4K | shares |
| YUMCYUM CHINA HLDGS INC | 1,081 | $56.3K | shares |
| MDLZMONDELEZ INTL INC | 814 | $55.2K | shares |
| LMTLOCKHEED MARTIN CORP | 121 | $54.1K | shares |
| EQIXEQUINIX INC | 66 | $54.1K | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 913 | $53.5K | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 655 | $52.7K | shares |
| OREALTY INCOME CORP | 896 | $52K | shares |
| FCFRANKLIN COVEY CO | 1,812 | $50K | shares |
| NDAQNASDAQ INC | 646 | $49K | shares |
| VXUSVANGUARD STAR FDS | 784 | $48.7K | shares |
| MARMARRIOTT INTL INC NEW | 203 | $48.3K | shares |
| EBAYEBAY INC. | 693 | $46.9K | shares |
| VICIVICI PPTYS INC | 1,415 | $46.2K | shares |
| COINCOINBASE GLOBAL INC | 264 | $45.5K | shares |
| SUISUN CMNTYS INC | 339 | $43.7K | shares |
| MPLXMPLX LP | 788 | $42.2K | shares |
| FISVFISERV INC | 190 | $42K | shares |
| JJACOBS SOLUTIONS INC | 346 | $41.8K | shares |
| XPOXPO INC | 387 | $41.6K | shares |
| ADMARCHER DANIELS MIDLAND CO | 860 | $41.3K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 513 | $40.2K | shares |
| DOCHEALTHPEAK PROPERTIES INC | 1,897 | $38.4K | shares |
| DLRDIGITAL RLTY TR INC | 256 | $36.7K | shares |
| XOMEXXON MOBIL CORP | 308 | $36.6K | shares |
| VVVANGUARD INDEX FDS | 139 | $35.7K | shares |
| UPSUNITED PARCEL SVCS INC | 313 | $34.5K | shares |
| CCITIGROUP INC | 485 | $34.5K | shares |
| ADCAGREE RLTY CORP | 441 | $34.1K | shares |
| AEEAMEREN CORP | 337 | $33.8K | shares |
| HSTHOST HOTELS & RESORTS INC | 2,299 | $32.7K | shares |
| YUMYUM BRANDS INC | 203 | $31.9K | shares |
| REXRREXFORD INDL RLTY INC | 801 | $31.4K | shares |
| CCICROWN CASTLE INC | 296 | $30.9K | shares |
| SBUXSTARBUCKS CORP | 310 | $30.4K | shares |
| UALUNITED AIRLS HLDGS INC | 428 | $29.6K | shares |
| CUBECUBESMART | 667 | $28.5K | shares |
| IJHISHARES TR | 487 | $28.4K | shares |
| PAWZPROSHARES TR | 536 | $28K | shares |
| REGNREGENERON PHARMACEUTICALS | 44 | $27.9K | shares |
| AGGISHARES TR | 282 | $27.9K | shares |
| TRNOTERRENO RLTY CORP | 438 | $27.7K | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 412 | $27.5K | shares |
| VTRVENTAS INC | 379 | $26.1K | shares |
| SHELSHELL PLC | 350 | $25.6K | shares |
| SCHBSCHWAB STRATEGIC TR | 1,179 | $25.4K | shares |
| KRCKILROY REALTY CORP | 738 | $24.2K | shares |
| BACBANK OF AMER CORP | 572 | $23.9K | shares |
| INVHINVITATION HOMES INC | 667 | $23.2K | shares |
| MGMMGM RESORTS INTERNATIONAL | 781 | $23.1K | shares |
| TOLTOLL BROTHERS INC | 219 | $23.1K | shares |
| PGPROCTER & GAMBLE CO | 136 | $23.1K | shares |
| HRHEALTHCARE RLTY TR | 1,327 | $22.4K | shares |
| METMETLIFE INC | 269 | $21.6K | shares |
| BRXBRIXMOR PPTY GROUP INC | 801 | $21.3K | shares |
| MKCMCCORMICK & CO INC | 257 | $21.1K | shares |
| CRMSALESFORCE INC | 77 | $20.8K | shares |
| ABBVABBVIE INC | 99 | $20.8K | shares |
| LINLINDE PLC | 44 | $20.3K | shares |
| NNNNNN REIT INC | 462 | $19.7K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 35 | $19.6K | shares |
| MMM3M CO | 133 | $19.5K | shares |
| KIMKIMCO REALTY CORP | 911 | $19.3K | shares |
| MUMICRON TECHNOLOGY INC | 221 | $19.2K | shares |
| EXREXTRA SPACE STORAGE INC | 116 | $17.2K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 179 | $16.6K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 360 | $16.3K | shares |
| COLDAMERICOLD REALTY TRUST INC | 746 | $16K | shares |
| GLPIGAMING & LEISURE P | 305 | $15.5K | shares |
| IHGINTERCONTINENTAL HOTELS GROU | 139 | $15.2K | shares |
| GXOGXO LOGISTICS INCORPORATED | 387 | $15.1K | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 72 | $14.9K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 453 | $14.8K | shares |
| PYPLPAYPAL HLDGS INC | 221 | $14.4K | shares |
| AMLPALPS ETF TR | 276 | $14.3K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 190 | $13.9K | shares |
| MOALTRIA GROUP INC | 232 | $13.9K | shares |
| TMFCRBB FD INC | 246 | $13.7K | shares |
| NETCLOUDFLARE INC | 121 | $13.6K | shares |
| DASHDOORDASH INC | 70 | $12.8K | shares |
| SOBOSOUTH BOW CORP | 489 | $12.5K | shares |
| NKENIKE INC | 192 | $12.2K | shares |
| WECWEC ENERGY GROUP INC | 111 | $12.1K | shares |
| AVAVAEROVIRONMENT INC | 100 | $11.9K | shares |
| PFFAETFIS SER TR I | 557 | $11.8K | shares |
| KMBKIMBERLY-CLARK CORP | 83 | $11.8K | shares |
| LAMRLAMAR ADVERTISING CO | 100 | $11.4K | shares |
| BXMTBLACKSTONE MORTGAGE TRUST IN | 561 | $11.2K | shares |
| XHSSPDR SERIES TRUST | 112 | $11K | shares |
| FDXFEDEX CORP | 41 | $10.1K | shares |
| MANUMANCHESTER UTD PLC NEW | 766 | $10K | shares |
| UMCUNITED MICROELECTRONICS CORP | 1,400 | $10K | shares |
| CARRCARRIER GLOBAL CORPORATION | 149 | $9.46K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 81 | $9.39K | shares |
| VTIVANGUARD INDEX FDS | 34 | $9.33K | shares |
| TSCOTRACTOR SUPPLY CO | 169 | $9.33K | shares |
| KNGFIRST TR EXCHANGE-TRADED FD | 180 | $9.08K | shares |
| SQMSOCIEDAD QUIMICA Y MINERA DE | 225 | $8.94K | shares |
| GMEDGLOBUS MED INC | 122 | $8.93K | shares |
| KSAISHARES TR | 207 | $8.56K | shares |
| ILMNILLUMINA INC | 107 | $8.49K | shares |
| DUOLDUOLINGO INC | 27 | $8.38K | shares |
| TAT&T INC | 294 | $8.32K | shares |
| CSXCSX CORP | 267 | $7.86K | shares |
| IUSBISHARES TR | 170 | $7.83K | shares |
| ZTSZOETIS INC | 47 | $7.76K | shares |
| FNDXSCHWAB STRATEGIC TR | 318 | $7.5K | shares |
| AMDADVANCED MICRO DEVICES INC | 72 | $7.4K | shares |
| RXORXO INC | 387 | $7.39K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 149 | $7.29K | shares |
| UBERUBER TECHNOLOGIES INC | 100 | $7.29K | shares |
| PMPHILIP MORRIS INTL INC | 44 | $7.05K | shares |
| IBRXIMMUNITYBIO INC | 2,000 | $6.02K | shares |
| TGTTARGET CORP | 57 | $5.96K | shares |
| WTAIWISDOMTREE TR | 310 | $5.89K | shares |
| EMBISHARES TR | 65 | $5.86K | shares |
| SCHRSCHWAB STRATEGIC TR | 229 | $5.69K | shares |
| ROBOEXCHANGE TRADED CONCEPTS TRU | 106 | $5.46K | shares |
| AMTMAMENTUM HOLDINGS INC | 295 | $5.37K | shares |
| CWHCAMPING WORLD HLDGS INC | 319 | $5.16K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 102 | $4.94K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 33 | $4.91K | shares |
| SRVRPACER FDS TR | 166 | $4.87K | shares |
| FNDFSCHWAB STRATEGIC TR | 135 | $4.86K | shares |
| DOWDOW HLDGS INC | 138 | $4.83K | shares |
| NGGNATIONAL GRID PLC | 72 | $4.76K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 102 | $4.72K | shares |
| PINSPINTEREST INC | 150 | $4.65K | shares |
| BCSBARCLAYS PLC | 296 | $4.55K | shares |
| SWKSTANLEY BLACK & DECKER INC | 59 | $4.51K | shares |
| OSGOCTAVE SPECIALTY GROUP INC | 500 | $4.38K | shares |
| HSBCHSBC HLDGS PLC | 76 | $4.36K | shares |
| REALTHE REALREAL INC | 800 | $4.31K | shares |
| FNDASCHWAB STRATEGIC TR | 152 | $4.18K | shares |
| CCKCROWN HLDGS INC | 45 | $4K | shares |
| IWMISHARES TR | 20 | $3.99K | shares |
| SONYSONY GROUP CORP | 151 | $3.82K | shares |
| FISFIDELITY NATL INFORMATION SV | 46 | $3.46K | shares |
| FFORD MTR CO | 333 | $3.34K | shares |
| PNWPINNACLE WEST CAP CORP | 33 | $3.14K | shares |
| VXFVANGUARD INDEX FDS | 18 | $3.13K | shares |
| GBCIGLACIER BANCORP INC NEW | 70 | $3.09K | shares |
| ABNBAIRBNB INC | 24 | $2.87K | shares |
| SYNASYNAPTICS INC | 40 | $2.55K | shares |
| ISRGINTUITIVE SURGICAL INC | 5 | $2.48K | shares |
| ESGUISHARES TR | 20 | $2.44K | shares |
| SOLVSOLVENTUM CORP | 32 | $2.43K | shares |
| UPSTUPSTART HLDGS INC | 50 | $2.3K | shares |
| GEGE AEROSPACE | 11 | $2.21K | shares |
| IEMGISHARES INC | 39 | $2.1K | shares |
| INGING GROEP N.V. | 94 | $1.84K | shares |
| PRSUPURSUIT ATTRACTIONS AND HOSP | 50 | $1.77K | shares |
| IAUISHARES GOLD TR | 27 | $1.59K | shares |
| CMCSACOMCAST CORP NEW | 42 | $1.56K | shares |
| AALAMERICAN AIRLINES GROUP INC | 140 | $1.48K | shares |
| BABAALIBABA GROUP HLDG LTD | 10 | $1.37K | shares |
| SBACSBA COMMUNICATIONS CORP | 6 | $1.36K | shares |
| DKNGDRAFTKINGS INC NEW | 40 | $1.33K | shares |
| SNYSANOFI SA | 24 | $1.31K | shares |
| ACNACCENTURE PLC IRELAND | 4 | $1.28K | shares |
| IXUSISHARES TR | 18 | $1.25K | shares |
| BPBP PLC | 35 | $1.19K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 19 | $1.18K | shares |
| KKRKKR & CO INC | 10 | $1.16K | shares |
| HUBSHUBSPOT INC | 2 | $1.14K | shares |
| PSKSPDR SERIES TRUST | 34 | $1.1K | shares |
| VTRSVIATRIS INC | 119 | $1.03K | shares |
| QUIKQUICKLOGIC CORP | 200 | $1.02K | shares |
| BHPBHP BILLITON LIMITED | 19 | $908 | shares |
| PEGAPEGASYSTEMS INC | 13 | $904 | shares |
| GRALGRAIL INC | 35 | $897 | shares |
| NTSXWISDOMTREE TR | 19 | $872 | shares |
| DEODIAGEO PLC | 6 | $658 | shares |
| GEVGE VERNOVA INC | 2 | $611 | shares |
| STMSTMICROELECTRONICS N V | 27 | $600 | shares |
| ACIALBERTSONS COMPANIES INC | 26 | $573 | shares |
| OKTAOKTA INC | 4 | $421 | shares |
| PNCPNC FINL SVCS GROUP INC | 2 | $354 | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 3 | $242 | shares |
| MDTMEDTRONIC PLC | 2 | $189 | shares |
| CCLCARNIVAL CORP | 9 | $176 | shares |
| DIVGLOBAL X FDS | 6 | $105 | shares |
| CVSCVS HEALTH CORP | 1 | $73 | shares |
| VIAVVIAVI SOLUTIONS INC | 6 | $67 | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 1 | $66 | shares |
| LITELUMENTUM HLDGS INC | 1 | $62 | shares |
| QYLDGLOBAL X FDS | 2 | $29 | shares |
| WBDWARNER BROS DISCOVERY INC | 2 | $21 | shares |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002011550-25-000004 | base | 2025-08-08 | acceptance time not in the bulk data set |