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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 Q1 2025 · Filed May 14, 2025 · Accession 0002011550-25-000003

Total Value
$67.7M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL25,420$5.6M8.34%
2VANGUARD S&P9229083639,325$4.8M7.08%
3ELI LILLYLLY4,222$3.5M5.15%
4AMAZON COMAMZN13,091$2.5M3.68%
5NYLI FTSE45409B56082,636$2.3M3.36%
6VANGUARD TOTAL92193783530,663$2.3M3.33%
7ALPHABET INCGOOG14,311$2.2M3.27%
8FIRST TRUST33739N10843,186$2.2M3.22%
9VANGUARD VALUE92290874411,791$2.0M3.01%
10INVESCO S&PIVZ22,041$2.0M2.98%
11META PLATFORMSMETA3,461$2.0M2.95%
12VANGUARD GROWTH9229087365,289$2.0M2.90%
13JPMORGAN CHASEVYLD7,384$1.8M2.67%
14VANGUARD SMALL9229087518,018$1.8M2.63%
15BERKSHIRE HATHAWAYBRK-A2$1.6M2.36%
16MICROSOFT CORPMSFT4,113$1.5M2.28%
17HOME DEPOTHD3,860$1.4M2.09%
18SCHWAB US80852420163,794$1.4M2.08%
19MCDONALDS CORPMCD4,110$1.3M1.90%
20WALMART INCWMT13,606$1.2M1.76%
21XTRACKERS USD23305143232,623$1.2M1.74%
22PROLOGIS INCPLDGP10,200$1.1M1.68%
23GLOBAL X37954Y34319,825$1.1M1.56%
24COCA COLA COMPANYKO14,352$1.0M1.52%
25SCHWAB US80852460740,736$954,4331.41%
26FIRST TRUST33739E10852,565$924,6211.37%
27VANGUARD REAL9229085539,476$857,9351.27%
28NVIDIA CORPNVDA7,528$815,8981.20%
29FERRARI NVRACE1,726$738,5181.09%
30AMPLIFY CWP03210840912,906$526,1660.78%
31ROYAL CARIBBEANV7780T1032,477$508,8140.75%
32ZOOM COMMUNICATIONSZM6,517$480,7570.71%
33INVESCO NATIONALIVZ19,472$448,6350.66%
34AMPLIFY BLOCKCHAIN03210860711,683$430,8700.64%
35VANGUARD INTERMEDIATE92206C8705,234$427,9680.63%
36TAIWAN SEMICONDUCTOR8740391002,464$409,0260.60%
37ISHARES CORE464287200682$383,1570.57%
38ISHARES CORE4642878043,522$368,2500.54%
39TC ENERGYTRPRF7,256$342,5350.51%
40WALT DISNEY2546871063,280$323,7280.48%
41TESLA INCTSLA1,237$320,5810.47%
42INVESCO PFDIVZ27,318$306,5030.45%
43GLOBAL X37954Y23617,951$291,8850.43%
44INVESCO QQQIVZ565$264,8400.39%
45ABBOTT LABORATORIESABLZF1,860$246,7010.36%
46VANECK HIGH92189H4094,497$230,1350.34%
47VISA INCV588$205,9170.30%
48INVESCO S&PIVZ4,469$193,4160.29%
49ISHARES S&P4642874081,001$190,7390.28%
50FIRST TRUST33740F7556,321$187,6700.28%
51PFIZER INCPFE6,360$161,1750.24%
52CISCO SYSTEMSCSCO2,596$160,1670.24%
53FIRST TRUST3369201031,415$158,0680.23%
54COSTCO WHOLESALE22160K105164$155,0670.23%
55VANECK VIETNAM92189F81710,209$127,4100.19%
56NYLI MACKAY45409F8275,298$127,0010.19%
57ALPHABET INCGOOG803$125,5190.19%
58CANADIAN PACIFICCP1,783$125,1980.18%
59BROADCOM INCAVGO738$123,6420.18%
60ORACLE CORPORCL-PD879$122,9210.18%
61THERMO FISHERTMO230$114,4540.17%
62WASTE MANAGEMENT94106L109484$111,9620.17%
63ALLSTATE CORPALL-PJ534$110,6430.16%
64AMERICAN TOWER03027X100478$104,0850.15%
65CHIPOTLE MEXICANCMG2,050$102,9310.15%
66JOHNSON & JOHNSONJNJ618$102,5110.15%
67WELLTOWER INCWELL656$100,4520.15%
68ELEVANCE HEALTHELV230$100,0080.15%
69VANGUARD FTSE9219438581,958$99,5090.15%
70SPDR DOW78467X109236$99,0180.15%
71LOWES COMPANIES548661107418$97,4780.14%
72RTX CORPRTX734$97,1910.14%
73UNITEDHEALTH GROUPUNH181$94,7600.14%
74SPDR EURO78463X2021,724$93,7920.14%
75DUKE ENERGYDUKB753$91,8220.14%
76NETFLIX INCNFLX95$88,5910.13%
77AMERICAN EXPRESSAXP264$70,8980.10%
78ADOBE INCADBE172$65,9670.10%
79MERCK & COMPANYMRK704$63,2100.09%
80NEXTERA ENERGYNEE-PW872$61,8160.09%
81AVALONBAY COMMNTYSAWX288$61,7130.09%
82STRYKER CORPSYK164$61,2250.09%
83CHEVRON CORPCVX360$60,2220.09%
84HONEYWELL INTL438516106279$59,1210.09%
85UDR INCUDR1,292$58,3780.09%
86VERIZON COMMUNICATIONSVZ1,271$57,6570.09%
87QUEST DIAGNOSTICSDGX333$56,4250.08%
88YUM CHINAYUMC1,081$56,2740.08%
89MONDELEZ INTERNATIONAL609207105814$55,2500.08%
90LOCKHEED MARTINLMT121$54,0640.08%
91EQUINIX INCEQIX66$54,0630.08%
92FIRST TRUST33738R506913$53,4670.08%
93AKAMAI TECHNOLOGIESAKAM655$52,7280.08%
94REALTY INCOMEO896$52,0020.08%
95FRANKLIN COVEYFC1,812$50,0470.07%
96NASDAQ INCNDAQ646$49,0170.07%
97VANGUARD TOTAL921909768784$48,7080.07%
98MARRIOTT INTL571903202203$48,3320.07%
99EBAY INCEBAY693$46,9070.07%
100VICI PROPERTIES9256521091,415$46,1670.07%
101COINBASE GLOBALCOIN264$45,4690.07%
102SUN COMMUNITIES866674104339$43,6610.06%
103MPLXMPLXP788$42,1670.06%
104FISERV INCFISV190$41,9580.06%
105JACOBS SOLUTIONSJ346$41,8440.06%
106XPO INCXPO387$41,6330.06%
107ARCHER DANIELSADM860$41,2690.06%
108SCHWAB CHARLESSCHW-PJ513$40,1870.06%
109HEALTHPEAK PPTYSDOC1,897$38,3610.06%
110DIGITAL REALTY253868103256$36,7240.05%
111EXXON MOBILXOM308$36,6010.05%
112VANGUARD LARGE922908637139$35,7270.05%
113UNITED PARCELUPS313$34,4780.05%
114CITIGROUP INCC-PR485$34,4600.05%
115AGREE REALTY008492100441$34,0610.05%
116AMEREN CORPAEE337$33,8350.05%
117HOST HOTELSHST2,299$32,6730.05%
118YUM BRANDS INCYUM203$31,8880.05%
119REXFORD INDUSTRIAL76169C100801$31,3630.05%
120CROWN CASTLECCI296$30,8910.05%
121BERKSHIRE HATHAWAYBRK-A58$30,8900.05%
122STARBUCKS CORPSBUX310$30,3860.04%
123UNITED AIRLINESUNTCW428$29,5540.04%
124CUBESMARTCUBE667$28,4880.04%
125ISHARES CORE464287507487$28,4160.04%
126PROSHARES PET74348A145536$28,0090.04%
127REGENERON PHARMACEUTICALREGN44$27,9430.04%
128ISHARES CORE464287226282$27,8650.04%
129TERRENO REALTY88146M101438$27,7020.04%
130EQUITY LIFESTYLE29472R108412$27,4620.04%
131VENTAS INCVTR379$26,0600.04%
132SHELL PLCRYDAF350$25,6470.04%
133SCHWAB US8085241021,179$25,3940.04%
134KILROY RLTY CORP49427F108738$24,1860.04%
135BANK AMERICA060505104572$23,8700.04%
136INVITATION HOMESINVH667$23,2460.03%
137MGM RESORTSMGM781$23,1490.03%
138TOLL BROTHERSTOL219$23,1470.03%
139PROCTER & GAMBLE742718109136$23,1120.03%
140HEALTHCARE REALTY42226K1051,327$22,4200.03%
141METLIFE INCMET-PF269$21,6030.03%
142BRIXMOR PROPERTY11120U105801$21,2660.03%
143MC CORMICKMKC-V257$21,1490.03%
144SALESFORCE INCCRM77$20,7790.03%
145ABBVIE INCABBV99$20,7780.03%
146LINDE PLCLIN44$20,2950.03%
147NNN REITNNN462$19,7040.03%
148SPDR S&PSPY35$19,6420.03%
1493M COMPANYMMM133$19,4920.03%
150KIMCO REALTY49446R109911$19,3440.03%
151MICRON TECHNOLOGY INCMU221$19,1770.03%
152EXTRA SPACEEXR116$17,1700.03%
153ALEXANDRIA REAL015271109179$16,5860.02%
154VANGUARD FSTE922042858360$16,2910.02%
155AMERICOLD REALTYCOLD746$16,0020.02%
156GAMING & LEISURE36467J108305$15,5040.02%
157INTERCONTINENTAL HOTELS45857P806139$15,2160.02%
158GXO LOGISTICSGXO387$15,1240.02%
159TAKE-TWO INTERACTIVETTWO72$14,9220.02%
160ESSENTIAL PROPERTIES29670E107453$14,7700.02%
161PAYPAL HOLDINGSPYPL221$14,4200.02%
162ALERIAN MLP00162Q452276$14,3350.02%
163ASTRAZENECA PLCAZN190$13,9410.02%
164ALTRIA GROUPMO232$13,9200.02%
165MOTLEY FOOL74933W601246$13,6890.02%
166CLOUDFLARE INCNET121$13,6350.02%
167DOORDASH INCDASH70$12,7940.02%
168SOUTH BOWSOBO489$12,4800.02%
169NIKE INCNKE192$12,1880.02%
170WEC ENERGYWEC111$12,0970.02%
171AEROVIRONMENT INCAVAV100$11,9190.02%
172VIRTUS INFRACAP26923G822557$11,8130.02%
173KIMBERLY CLARKKMB83$11,8040.02%
174LAMAR ADVERTISINGLAMR100$11,4240.02%
175BLACKSTONE MORTGAGEBX561$11,2230.02%
176SPDR S&P78464A573112$10,9890.02%
177FEDEX CORPFDX41$10,0880.01%
178MANCHESTER UTDG5784H106766$10,0270.01%
179UNITED MICROELECTRONICSUMC1,400$10,0100.01%
180CARRIER GLOBALCARR149$9,4620.01%
181VANGUARD TOTAL92204274281$9,3920.01%
182VANGUARD TOTAL92290876934$9,3340.01%
183TRACTOR SUPPLYTSCO169$9,3290.01%
184FIRST TRUST33739Q705180$9,0780.01%
185SOCIEDAD QUIMICA833635105225$8,9390.01%
186GLOBUS MEDICALGMED122$8,9300.01%
187ISHARES MSCI46434V423207$8,5620.01%
188ILLUMINA INCILMN107$8,4890.01%
189DUOLINGO INCDUOL27$8,3850.01%
190AT&T INCT-PC294$8,3240.01%
191CSX CORPCSX267$7,8580.01%
192ISHARES CORE46434V613170$7,8340.01%
193ZOETIS INCZTS47$7,7580.01%
194SCHWAB FUNDAMENTAL808524771318$7,5020.01%
195ADVANCED MICROAMD72$7,3970.01%
196RXO INCRXO387$7,3920.01%
197VANGUARD TOTAL92203J407149$7,2890.01%
198UBER TECHNOLOGIESUBER100$7,2860.01%
199PHILIP MORRIS71817210944$7,0520.01%
200IMMUNITYBIO INCIBRX2,000$6,0200.01%
201TARGET CORPTGT57$5,9570.01%
202WISDOMTREE ARTIFICIALWT310$5,8940.01%
203ISHARES JPMORGAN46428828165$5,8560.01%
204SCHWAB INTERMEDIATE808524854229$5,6920.01%
205ROBO GLOBAL301505707106$5,4640.01%
206AMENTUM HOLDINGSAMTM295$5,3690.01%
207CAMPING WORLDCWH319$5,1570.01%
208MICROCHIP TECHNOLOGY INCMCHPP102$4,9440.01%
209AMERICAN WATER03042010333$4,9060.01%
210PACER DATA69374H741166$4,8720.01%
211SCHWAB FUNDAMENTAL808524755135$4,8640.01%
212DOW INCDOW138$4,8270.01%
213NATIONAL GRIDNMPWP72$4,7560.01%
214VANGUARD MORTGAGE92206C771102$4,7160.01%
215PINTEREST INCPINS150$4,6500.01%
216BARCLAYS PLCBCLYF296$4,5490.01%
217STANLEY BLACKSWK59$4,5080.01%
218AMBAC FINANCIALOSG500$4,3750.01%
219HSBC HOLDINGSHBCYF76$4,3560.01%
220THE REALREAL88339P101800$4,3120.01%
221SCHWAB FUNDAMENTAL808524763152$4,1770.01%
222CROWN HOLDINGSCCK45$3,9970.01%
223ISHARES RUSSELL46428765520$3,9900.01%
224SONY GROUPSNEJF151$3,8220.01%
225FIDELITY NATIONAL31620M10646$3,4590.01%
226FORD MOTOR345370860333$3,3440.00%
227PINNACLE WESTPNW33$3,1430.00%
228VANGUARD EXTENDED92290865218$3,1320.00%
229GLACIER BANCORPGBCI70$3,0930.00%
230AIRBNB INCABNB24$2,8670.00%
231SYNAPTICS INCSYNA40$2,5490.00%
232INTUITIVE SURGICALISRG5$2,4760.00%
233ISHARES ESG46435G42520$2,4380.00%
234SOLVENTUM CORPSOLV32$2,4330.00%
235UPSTART HOLDINGSUPST50$2,3020.00%
236GE AEROSPACE36960430111$2,2050.00%
237ISHARES CORE46434G10339$2,1010.00%
238ING GROEPINGVF94$1,8410.00%
239PURSUIT ATTRACTIONS92552R40650$1,7700.00%
240ISHARES GOLDIAU27$1,5920.00%
241COMCAST CORPCCZ42$1,5630.00%
242AMERICAN AIRLINES02376R102140$1,4770.00%
243ALIBABA GROUPBBAAY10$1,3690.00%
244SBA COMMUNICATIONSSBAC6$1,3610.00%
245DRAFTKINGS INCDKNG40$1,3280.00%
246SANOFISNYNF24$1,3140.00%
247ACCENTURE PLCACN4$1,2830.00%
248ISHARES CORE46432F83418$1,2460.00%
249BP PLCBPPFF35$1,1850.00%
250ANHEUSER BUSCHBUDFF19$1,1790.00%
251KKR & COKKRT10$1,1560.00%
252HUBSPOT INCHUBS2$1,1430.00%
253SPDR ICE78464A29234$1,1010.00%
254VIATRIS INCVTRS119$1,0350.00%
255QUICKLOGIC CORPQUIK200$1,0220.00%
256BHP GROUPBHPLF19$9080.00%
257PEGASYSTEMS INCPEGA13$9040.00%
258GRAIL INCGRAL35$8970.00%
259WISDOMTREE U SWT19$8720.00%
260DIAGEO PLCDGEAF6$6580.00%
261GE VERNOVAGEV2$6110.00%
262STMICROELECTRONICS N VSTMEF27$6000.00%
263ALBERTSONS COS01309110326$5730.00%
264OKTA INCOKTA4$4210.00%
265PNC FINANCIAL6934751052$3540.00%
266GE HEALTHCAREGEHC3$2420.00%
267MEDTRONIC PLCMDT2$1890.00%
268CARNIVAL CORPCUKPF9$1760.00%
269GLOBAL X37950E2916$1050.00%
270CVS HEALTHCVS1$730.00%
271VIAVI SOLUTIONSVIAV6$670.00%
272BRISTOL MYERSCELG-RI1$660.00%
273LUMENTUM HOLDINGSLITE1$620.00%
274GLOBAL X37954Y4832$290.00%
275WARNER BROSWBD2$210.00%