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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wiser Advisor Group LLC

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0002011550-25-000001

Total Value
$68.8M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL25,748$6.4M9.38%
2VANGUARD S&P9229083639,574$5.2M7.50%
3FIRST TRUST33739N10857,258$2.9M4.25%
4AMAZON COMAMZN12,592$2.8M4.02%
5VANGUARD GROWTH9229087365,840$2.4M3.49%
6ALPHABET INCGOOG12,662$2.4M3.49%
7VANGUARD TOTAL92193783532,549$2.3M3.40%
8VANGUARD SMALL9229087519,564$2.3M3.34%
9NEW YORK LIFE45409B56082,166$2.1M3.11%
10VANGUARD VALUE92290874411,814$2.0M2.91%
11INVESCO S&PIVZ20,256$2.0M2.90%
12ELI LILLYLLY2,512$1.9M2.82%
13META PLATFORMSMETA3,257$1.9M2.77%
14JPMORGAN CHASEVYLD7,122$1.7M2.48%
15MICROSOFT CORPMSFT3,953$1.7M2.42%
16SCHWAB US80852420168,873$1.6M2.32%
17HOME DEPOTHD3,583$1.4M2.03%
18BERKSHIRE HATHAWAYBRK-A2$1.4M1.98%
19FIRST TRUST33739E10873,263$1.3M1.89%
20MCDONALDS CORPMCD4,374$1.3M1.84%
21WALMART INCWMT13,257$1.2M1.74%
22X TRACKERS23305143231,781$1.1M1.67%
23PROLOGIS INCPLDGP10,772$1.1M1.66%
24SCHWAB US80852460742,132$1.1M1.58%
25COCA COLA COMPANYKO13,889$864,7461.26%
26NVIDIA CORPNVDA6,241$838,1211.22%
27GLOBAL X37954Y34313,408$662,4870.96%
28VANGUARD REAL9229085537,223$643,4370.94%
29FERRARI NVRACE1,303$553,5690.81%
30VANGUARD INTERMEDIATE92206C8706,351$509,7640.74%
31INVESCO NATIONALIVZ20,784$490,7100.71%
32TESLA INCTSLA1,211$489,0500.71%
33FIRST TRUST33739Q7059,202$462,0220.67%
34ISHARES CORE464287200721$424,4480.62%
35ISHARES CORE4642878043,615$416,5130.61%
36ZOOM COMMUNICATIONSZM4,995$407,6420.59%
37TC ENERGYTRPRF8,142$378,8380.55%
38VANECK HIGH92189H4097,267$377,2480.55%
39INVESCO PFDIVZ27,276$314,4980.46%
40ROYAL CARIBBEANV7780T1031,359$313,4060.46%
41TAIWAN SEMICONDUCTOR8740391001,539$303,9810.44%
42INVESCO QQQIVZ589$301,0050.44%
43AMPLIFY BLOCKCHAIN0321086075,868$253,4490.37%
44YUM CHINAYUMC4,476$215,5910.31%
45ABBOTT LABORATORIESABLZF1,880$212,6620.31%
46INVESCO S&PIVZ4,468$197,8810.29%
47DUKE ENERGYDUKB1,796$193,5310.28%
48VERIZON COMMUNICATIONSVZ4,836$193,3980.28%
49ISHARES S&P464287408997$190,3490.28%
50WALT DISNEY2546871061,670$185,9950.27%
51VISA INCV587$185,3910.27%
52EXCHANGE TRADED3015057073,158$177,6880.26%
53FIRST TRUST3369201031,415$169,0530.25%
54CISCO SYSTEMSCSCO2,582$152,8580.22%
55ALPHABET INCGOOG803$152,8340.22%
56ORACLE CORPORCL-PD877$146,1870.21%
57BROADCOM INCAVGO619$143,5830.21%
58COSTCO WHOLESALE22160K105150$137,2720.20%
59PFIZER INCPFE4,838$128,3490.19%
60NEW YORK LIFE45409F8275,257$126,2220.18%
61CANADIAN PACIFICCP1,732$125,3380.18%
62CHIPOTLE MEXICANCMG2,050$123,6150.18%
63THERMO FISHERTMO230$119,5750.17%
64JACOBS SOLUTIONSJ842$112,4850.16%
65LOWES COMPANIES548661107416$102,6920.15%
66ALLSTATE CORPALL-PJ532$102,5250.15%
67WASTE MANAGEMENT94106L109482$97,2390.14%
68VANGUARD FTSE9219438582,027$96,9450.14%
69UNITEDHEALTH GROUPUNH180$91,1420.13%
70RTX CORPRTX782$90,5130.13%
71JOHNSON & JOHNSONJNJ615$88,9040.13%
72AMERICAN TOWER03027X100474$86,9690.13%
73NETFLIX INCNFLX95$84,6750.12%
74ELEVANCE HEALTHELV229$84,4830.12%
75COINBASE GLOBALCOIN336$83,4290.12%
76SPDR EURO78463X2021,719$82,7850.12%
77WELLTOWER INCWELL653$82,2770.12%
78AMERICAN EXPRESSAXP263$78,0360.11%
79ADOBE INCADBE172$76,4850.11%
80MERCK & COMPANYMRK699$69,4940.10%
81FRANKLIN COVEYFC1,812$68,0950.10%
82ILLUMINA INCILMN500$66,8140.10%
83AVALONBAY COMMNTYSAWX285$62,7740.09%
84HONEYWELL INTL438516106278$62,7290.09%
85AKAMAI TECHNOLOGIESAKAM655$62,6510.09%
86NEXTERA ENERGYNEE-PW872$62,5140.09%
87EQUINIX INCEQIX66$62,1750.09%
88STRYKER CORPSYK164$59,0910.09%
89LOCKHEED MARTINLMT120$58,1850.08%
90MARRIOTT INTL571903202202$56,4700.08%
91UDR INCUDR1,279$55,5340.08%
92VANECK VIETNAM92189F8174,770$54,7600.08%
93PROSHARES PET74348A145991$53,9640.08%
94FIRST TRUST33738R506909$53,7770.08%
95CHEVRON CORPCVX356$51,5820.08%
96XPO INCXPO387$50,7550.07%
97QUEST DIAGNOSTICSDGX332$50,0700.07%
98NASDAQ INCNDAQ644$49,7970.07%
99MONDELEZ INTERNATIONAL609207105808$48,2340.07%
100REALTY INCOMEO884$47,1930.07%
101ARCHER DANIELSADM851$42,9930.06%
102EBAY INCEBAY690$42,7190.06%
103DIGITAL REALTY253868103241$42,6630.06%
104UNITED AIRLINESUNTCW428$41,5590.06%
105SUN COMMUNITIES866674104337$41,4230.06%
106VICI PROPERTIES9256521091,394$40,7230.06%
107HOST HOTELSHST2,261$39,6100.06%
108FISERV INCFISV190$39,0300.06%
109UNITED PARCELUPS309$38,9910.06%
110HEALTHPEAK PPTYSDOC1,869$37,8840.06%
111SCHWAB CHARLESSCHW-PJ512$37,8650.06%
112VANGUARD LARGE922908637139$37,4880.05%
113MPLXMPLXP774$37,0520.05%
114VANGUARD TOTAL921909768606$35,7040.05%
115CITIGROUP INCC-PR482$33,9580.05%
116EXXON MOBILXOM305$32,8090.05%
117REGENERON PHARMACEUTICALREGN44$31,3430.05%
118AGREE REALTY008492100437$30,7660.04%
119AMENTUM HOLDINGSAMTM1,459$30,6790.04%
120REXFORD INDUSTRIAL76169C100793$30,6510.04%
121AMEREN CORPAEE337$30,0400.04%
122ISHARES CORE464287507477$29,7380.04%
123KILROY RLTY CORP49427F108728$29,4410.04%
124CUBESMARTCUBE659$28,2200.04%
125STARBUCKS CORPSBUX308$28,1180.04%
126TOLL BROTHERSTOL219$27,5640.04%
127EQUITY LIFESTYLE29472R108409$27,2210.04%
128ISHARES CORE464287226280$27,1220.04%
129YUM BRANDS INCYUM202$27,0670.04%
130MGM RESORTSMGM781$27,0610.04%
131SOUTH BOWSOBO1,135$26,7540.04%
132SCHWAB US8085241021,176$26,7030.04%
133CROWN CASTLECCI292$26,5040.04%
134BERKSHIRE HATHAWAYBRK-A58$26,2900.04%
135SALESFORCE INCCRM77$25,8550.04%
136TERRENO REALTY88146M101435$25,7020.04%
137BANK AMERICA060505104572$25,1400.04%
138SHELL PLCRYDAF371$23,2730.03%
139PROCTER & GAMBLE742718109135$22,5970.03%
140VENTAS INCVTR376$22,1480.03%
141HEALTHCARE REALTY42226K1051,302$22,0760.03%
142BRIXMOR PROPERTY11120U105793$22,0630.03%
143METLIFE INCMET-PF268$21,9060.03%
144INVITATION HOMESINVH661$21,1290.03%
145KIMCO REALTY49446R109900$21,0850.03%
146SPDR S&PSPY35$20,5130.03%
147LINDE PLCLIN48$20,2810.03%
148MICRON TECHNOLOGY INCMU238$19,9880.03%
149MC CORMICKMKC-V255$19,4670.03%
150SPDR DOW78467X10946$19,4350.03%
151NNN REITNNN462$18,8730.03%
152PAYPAL HOLDINGSPYPL221$18,8620.03%
153ABBVIE INCABBV98$17,4750.03%
154INTERCONTINENTAL HOTELS45857P806139$17,3450.03%
155ALEXANDRIA REAL015271109177$17,2630.03%
156EXTRA SPACEEXR114$17,1100.02%
1573M COMPANYMMM132$17,0560.02%
158GXO LOGISTICSGXO387$16,8350.02%
159VANGUARD FSTE922042858360$15,8440.02%
160AMERICOLD REALTYCOLD738$15,7970.02%
161MARATHON PETROLEUMMARA110$15,3940.02%
162AEROVIRONMENT INCAVAV100$15,3890.02%
163RBB FD74933W601246$14,7960.02%
164GAMING & LEISURE36467J108300$14,4530.02%
165ESSENTIAL PROPERTIES29670E107448$14,0210.02%
166ASTRAZENECA PLCAZN210$13,7880.02%
167MANCHESTER UTDG5784H106766$13,2910.02%
168TAKE-TWO INTERACTIVETTWO72$13,2540.02%
169ANHEUSER BUSCHBUDFF264$13,2260.02%
170ALPS ALERIAN00162Q452271$13,0480.02%
171LAMAR ADVERTISINGLAMR99$12,0570.02%
172ETFIS VIRTUS26923G822544$11,9200.02%
173ALTRIA GROUPMO227$11,8910.02%
174DOORDASH INCDASH70$11,7430.02%
175FEDEX CORPFDX41$11,5830.02%
176KIMBERLY CLARKKMB83$10,8760.02%
177WEC ENERGYWEC111$10,4380.02%
178CARRIER GLOBALCARR149$10,1530.01%
179SPDR S&P78464A573112$10,1000.01%
180GLOBUS MEDICALGMED122$10,0910.01%
181VANGUARD TOTAL92290876934$9,8060.01%
182BLACKSTONE MORTGAGEBX547$9,5260.01%
183VANGUARD TOTAL92204274281$9,5160.01%
184RXO INCRXO387$9,2260.01%
185UNITED MICROELECTRONICSUMC1,400$9,0860.01%
186TRACTOR SUPPLYTSCO169$8,9840.01%
187DUOLINGO INCDUOL27$8,7540.01%
188THE REALREAL88339P101800$8,7440.01%
189ADVANCED MICROAMD72$8,6970.01%
190CSX CORPCSX267$8,6160.01%
191ISHARES MSCI46434V423205$8,3880.01%
192DOW INCDOW204$8,1880.01%
193SOCIEDAD QUIMICA833635105225$8,1810.01%
194ISHARES CORE46434V613173$7,8180.01%
195ZOETIS INCZTS47$7,6730.01%
196TARGET CORPTGT57$7,6460.01%
197SCHWAB FUNDAMENTAL808524771316$7,4900.01%
198VANGUARD TOTAL92203J407152$7,4540.01%
199WISDOMTREE TRWT310$6,8250.01%
200AT&T INCT-PC294$6,6980.01%
201CAMPING WORLDCWH317$6,6800.01%
202AMBAC FINANCIALOSG500$6,3250.01%
203UBER TECHNOLOGIESUBER100$6,0320.01%
204NATIONAL GRIDNMPWP98$5,8530.01%
205MICROCHIP TECHNOLOGY INCMCHPP101$5,8120.01%
206ISHARES JPMORGAN46428828164$5,7060.01%
207SCHWAB INTERMEDIATE808524854224$5,4360.01%
208PHILIP MORRIS71817210944$5,2860.01%
209DUPONT DEDD65$4,9450.01%
210STANLEY BLACKSWK58$4,6610.01%
211VANGUARD MORTGAGE92206C771101$4,5860.01%
212SCHWAB FUNDAMENTAL808524763152$4,5200.01%
213SCHWAB FUNDAMENTAL808524755135$4,4700.01%
214ISHARES RUSSELL46428765520$4,4190.01%
215PINTEREST INCPINS150$4,3500.01%
216AMERICAN WATER03042010333$4,1180.01%
217BARCLAYS PLCBCLYF296$3,9350.01%
218HSBC HOLDINGSHBCYF76$3,7520.01%
219FIDELITY NATIONAL31620M10646$3,7210.01%
220CROWN HOLDINGSCCK45$3,7030.01%
221GLACIER BANCORPGBCI70$3,5130.01%
222VANGUARD EXTENDED92290865218$3,4490.01%
223FORD MOTOR345370860323$3,2010.00%
224ACCENTURE PLCACN9$3,2000.00%
225ING GROEPINGVF204$3,1990.00%
226SONY GROUPSNEJF151$3,1860.00%
227AIRBNB INCABNB24$3,1540.00%
228PINNACLE WESTPNW33$2,7970.00%
229CLOUDFLARE INCNET25$2,6920.00%
230SANOFISNYNF54$2,5890.00%
231AMERICAN AIRLINES02376R102140$2,4400.00%
232GLOBAL X37954Y483133$2,4150.00%
233SCHWAB US80852487093$2,4020.00%
234GRAIL INCGRAL131$2,3390.00%
235FLEXSHARES MORNINGSTARFLEX64$2,3270.00%
236BP PLCBPPFF76$2,2340.00%
237SOLVENTUM CORPSOLV32$2,1140.00%
238ISHARES CORE46434G10339$2,0330.00%
239ALIBABA GROUPBBAAY23$1,9800.00%
240BHP GROUPBHPLF39$1,9200.00%
241GE AEROSPACE36960430111$1,8350.00%
242DIAGEO PLCDGEAF14$1,8150.00%
243UNILEVER PLCUNLYF29$1,6440.00%
244COMCAST CORPCCZ42$1,5760.00%
245STMICROELECTRONICS N VSTMEF62$1,5560.00%
246DRAFTKINGS INCDKNG40$1,4880.00%
247VIATRIS INCVTRS118$1,4720.00%
248ISHARES GOLDIAU27$1,3370.00%
249WPP PLCWPPGF26$1,3360.00%
250SBA COMMUNICATIONSSBAC6$1,2540.00%
251NICE LTDNCSYF7$1,1890.00%
252ISHARES CORE46432F83418$1,1810.00%
253SPDR ICE78464A29234$1,1220.00%
254WISDOMTREE U SWT19$8960.00%
255GE VERNOVAGEV2$6580.00%
256OKTA INCOKTA8$6300.00%
257ALBERTSONS COS01309110326$5080.00%
258PNC FINANCIAL6934751052$3860.00%
259GE HEALTHCAREGEHC3$2350.00%
260CARNIVAL CORPCUKPF9$2240.00%
261TILRAY BRANDSTLRY137$1820.00%
262MEDTRONIC PLCMDT2$1670.00%
263GLOBAL X37950E2916$990.00%
264LUMENTUM HOLDINGSLITE1$840.00%
265BRISTOL MYERSCELG-RI1$610.00%
266VIAVI SOLUTIONSVIAV6$610.00%
267CVS HEALTHCVS1$480.00%
268WARNER BROSWBD2$210.00%