13F HOLDINGS REPORT
Wiser Advisor Group LLC
Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0002011550-25-000004
Total Value
$57.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD S&P | 922908363 | 8,693 | $4.9M | 8.58% |
| 2 | APPLE INC | AAPL | 23,467 | $4.8M | 8.36% |
| 3 | ELI LILLY | LLY | 4,299 | $3.4M | 5.82% |
| 4 | AMAZON COM | AMZN | 13,180 | $2.9M | 5.02% |
| 5 | META PLATFORMS | META | 3,494 | $2.6M | 4.48% |
| 6 | ALPHABET INC | GOOG | 14,529 | $2.6M | 4.45% |
| 7 | NYLI FTSE | 45409B560 | 79,482 | $2.3M | 4.07% |
| 8 | VANGUARD TOTAL | 921937835 | 29,569 | $2.2M | 3.78% |
| 9 | MICROSOFT CORP | MSFT | 4,285 | $2.1M | 3.70% |
| 10 | VANGUARD VALUE | 922908744 | 11,014 | $1.9M | 3.38% |
| 11 | VANGUARD GROWTH | 922908736 | 4,379 | $1.9M | 3.34% |
| 12 | JPMORGAN CHASE | VYLD | 6,192 | $1.8M | 3.12% |
| 13 | SCHWAB US | 808524201 | 71,603 | $1.7M | 3.04% |
| 14 | VANGUARD SMALL | 922908751 | 6,974 | $1.7M | 2.87% |
| 15 | NVIDIA CORP | NVDA | 10,264 | $1.6M | 2.82% |
| 16 | BERKSHIRE HATHAWAY | BRK-A | 2 | $1.5M | 2.53% |
| 17 | FIRST TRUST | 33737A108 | 10,335 | $1.4M | 2.50% |
| 18 | HOME DEPOT | HD | 3,874 | $1.4M | 2.47% |
| 19 | WALMART INC | WMT | 14,028 | $1.4M | 2.38% |
| 20 | MCDONALDS CORP | MCD | 4,402 | $1.3M | 2.23% |
| 21 | XTRACKERS USD | 233051432 | 33,363 | $1.2M | 2.14% |
| 22 | COCA COLA COMPANY | KO | 14,730 | $1.0M | 1.81% |
| 23 | SCHWAB US | 808524607 | 40,770 | $1.0M | 1.79% |
| 24 | TAIWAN SEMICONDUCTOR | 874039100 | 4,112 | $931,379 | 1.62% |
| 25 | FERRARI NV | RACE | 1,857 | $911,205 | 1.58% |
| 26 | FIRST TRUST | 33739E108 | 48,366 | $860,913 | 1.50% |
| 27 | VANGUARD REAL | 922908553 | 9,593 | $854,354 | 1.48% |
| 28 | PROLOGIS INC | PLDGP | 7,513 | $789,767 | 1.37% |
| 29 | BERKSHIRE HATHAWAY | BRK-A | 1,577 | $766,060 | 1.33% |
| 30 | ROYAL CARIBBEAN | V7780T103 | 2,052 | $642,567 | 1.12% |
| 31 | AMPLIFY CWP | 032108409 | 14,040 | $597,402 | 1.04% |
| 32 | SPDR DOW | 78467X109 | 960 | $423,009 | 0.73% |
| 33 | VANGUARD INTERMEDIATE | 92206C870 | 5,070 | $420,402 | 0.73% |
| 34 | TESLA INC | TSLA | 1,267 | $402,475 | 0.70% |
| 35 | ISHARES CORE | 464287804 | 3,495 | $381,962 | 0.66% |
| 36 | ISHARES CORE | 464287200 | 576 | $357,927 | 0.62% |
| 37 | WALT DISNEY | 254687106 | 1,965 | $243,682 | 0.42% |
| 38 | VISA INC | V | 589 | $208,952 | 0.36% |
| 39 | ENBRIDGE INC 6 77 | ENNPF | 20,000 | $20,000 | 0.03% |