13F HOLDINGS REPORT
Wiser Advisor Group LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002011550-25-000006
Total Value
$80.4M
Positions
248
Other Managers
0
Confidential Omitted
No
Holdings (248)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 23,271 | $5.9M | 7.37% |
| 2 | VANGUARD S&P | 922908363 | 8,415 | $5.2M | 6.41% |
| 3 | ALPHABET INC | GOOG | 14,932 | $3.6M | 4.51% |
| 4 | ELI LILLY | LLY | 4,404 | $3.4M | 4.18% |
| 5 | AMAZON COM | AMZN | 13,523 | $3.0M | 3.69% |
| 6 | META PLATFORMS | META | 3,636 | $2.7M | 3.32% |
| 7 | NYLI FTSE | 45409B560 | 82,351 | $2.6M | 3.18% |
| 8 | INVESCO S&P | IVZ | 22,113 | $2.3M | 2.89% |
| 9 | MICROSOFT CORP | MSFT | 4,455 | $2.3M | 2.87% |
| 10 | VANGUARD TOTAL | 921937835 | 27,687 | $2.1M | 2.56% |
| 11 | VANGUARD GROWTH | 922908736 | 4,220 | $2.0M | 2.52% |
| 12 | JPMORGAN CHASE | VYLD | 6,367 | $2.0M | 2.50% |
| 13 | NVIDIA CORP | NVDA | 10,653 | $2.0M | 2.47% |
| 14 | SCHWAB US | 808524201 | 75,143 | $2.0M | 2.46% |
| 15 | VANGUARD VALUE | 922908744 | 10,544 | $2.0M | 2.45% |
| 16 | FIRST TRUST | 33737A108 | 12,284 | $1.9M | 2.31% |
| 17 | HARTFORD MUN | 41653L503 | 46,861 | $1.8M | 2.27% |
| 18 | VANGUARD SMALL | 922908751 | 7,034 | $1.8M | 2.22% |
| 19 | GLOBAL X | 37954Y236 | 82,855 | $1.7M | 2.11% |
| 20 | HOME DEPOT | HD | 3,804 | $1.5M | 1.92% |
| 21 | BERKSHIRE HATHAWAY | BRK-A | 2 | $1.5M | 1.88% |
| 22 | WALMART INC | WMT | 14,504 | $1.5M | 1.86% |
| 23 | MCDONALDS CORP | MCD | 4,531 | $1.4M | 1.71% |
| 24 | GLOBAL X | 37954Y343 | 26,520 | $1.3M | 1.60% |
| 25 | XTRACKERS USD | 233051432 | 33,798 | $1.3M | 1.56% |
| 26 | TAIWAN SEMICONDUCTOR | 874039100 | 4,397 | $1.2M | 1.53% |
| 27 | SCHWAB US | 808524607 | 40,851 | $1.1M | 1.42% |
| 28 | FERRARI NV | RACE | 2,134 | $1.0M | 1.29% |
| 29 | COCA COLA COMPANY | KO | 15,345 | $1.0M | 1.27% |
| 30 | VANGUARD REAL | 922908553 | 9,935 | $908,275 | 1.13% |
| 31 | FIRST TRUST | 33739E108 | 45,743 | $834,352 | 1.04% |
| 32 | BERKSHIRE HATHAWAY | BRK-A | 1,547 | $777,737 | 0.97% |
| 33 | PROLOGIS INC | PLDGP | 6,585 | $754,082 | 0.94% |
| 34 | ROYAL CARIBBEAN | V7780T103 | 2,195 | $710,315 | 0.88% |
| 35 | FIRST TRUST | 33740F755 | 20,842 | $696,538 | 0.87% |
| 36 | AMPLIFY CWP | 032108409 | 14,179 | $631,960 | 0.79% |
| 37 | ZOOM COMMUNICATIONS | ZM | 7,187 | $592,938 | 0.74% |
| 38 | TESLA INC | TSLA | 1,267 | $563,460 | 0.70% |
| 39 | NOVO NORDISK | NONOF | 8,194 | $454,686 | 0.57% |
| 40 | INVESCO NATIONAL | IVZ | 19,472 | $449,608 | 0.56% |
| 41 | VANGUARD INTERMEDIATE | 92206C870 | 5,106 | $429,467 | 0.53% |
| 42 | SPDR DOW | 78467X109 | 923 | $427,985 | 0.53% |
| 43 | ISHARES CORE | 464287804 | 3,508 | $416,819 | 0.52% |
| 44 | TC ENERGY | TRPRF | 7,217 | $392,656 | 0.49% |
| 45 | ISHARES CORE | 464287200 | 577 | $386,191 | 0.48% |
| 46 | INVESCO QQQ | IVZ | 616 | $369,963 | 0.46% |
| 47 | INVESCO PFD | IVZ | 27,018 | $313,411 | 0.39% |
| 48 | ORACLE CORP | ORCL-PD | 884 | $248,695 | 0.31% |
| 49 | BROADCOM INC | AVGO | 738 | $243,431 | 0.30% |
| 50 | VANECK HIGH | 92189H409 | 4,542 | $231,178 | 0.29% |
| 51 | WALT DISNEY | 254687106 | 1,991 | $228,008 | 0.28% |
| 52 | FIRST TRUST | 336920103 | 1,328 | $220,686 | 0.27% |
| 53 | ISHARES S&P | 464287408 | 1,009 | $208,292 | 0.26% |
| 54 | VISA INC | V | 590 | $201,247 | 0.25% |
| 55 | ALPHABET INC | GOOG | 805 | $196,045 | 0.24% |
| 56 | ABBOTT LABORATORIES | ABLZF | 1,420 | $190,191 | 0.24% |
| 57 | COSTCO WHOLESALE | 22160K105 | 182 | $168,770 | 0.21% |
| 58 | VANECK VIETNAM | 92189F817 | 9,370 | $167,164 | 0.21% |
| 59 | NYLI MACKAY | 45409F827 | 5,396 | $131,111 | 0.16% |
| 60 | RTX CORP | RTX | 740 | $123,901 | 0.15% |
| 61 | WELLTOWER INC | WELL | 656 | $116,941 | 0.15% |
| 62 | ALLSTATE CORP | ALL-PJ | 540 | $115,818 | 0.14% |
| 63 | NETFLIX INC | NFLX | 95 | $113,897 | 0.14% |
| 64 | CISCO SYSTEMS | CSCO | 1,624 | $111,089 | 0.14% |
| 65 | SPDR EURO | 78463X202 | 1,757 | $109,154 | 0.14% |
| 66 | WASTE MANAGEMENT | 94106L109 | 487 | $107,580 | 0.13% |
| 67 | THERMO FISHER | TMO | 207 | $100,547 | 0.13% |
| 68 | JOHNSON & JOHNSON | JNJ | 534 | $99,089 | 0.12% |
| 69 | AMERICAN TOWER | 03027X100 | 484 | $93,064 | 0.12% |
| 70 | AMERICAN EXPRESS | AXP | 265 | $88,023 | 0.11% |
| 71 | LOWES COMPANIES | 548661107 | 343 | $86,255 | 0.11% |
| 72 | CHIPOTLE MEXICAN | CMG | 2,050 | $80,340 | 0.10% |
| 73 | VANGUARD FTSE | 921943858 | 1,322 | $79,195 | 0.10% |
| 74 | INVESCO S&P | IVZ | 1,818 | $75,654 | 0.09% |
| 75 | ELEVANCE HEALTH | ELV | 232 | $75,025 | 0.09% |
| 76 | NEXTERA ENERGY | NEE-PW | 872 | $65,827 | 0.08% |
| 77 | COINBASE GLOBAL | COIN | 193 | $65,136 | 0.08% |
| 78 | QUEST DIAGNOSTICS | DGX | 337 | $64,175 | 0.08% |
| 79 | EBAY INC | EBAY | 697 | $63,425 | 0.08% |
| 80 | FIRST TRUST | 33738R506 | 918 | $61,735 | 0.08% |
| 81 | LOCKHEED MARTIN | LMT | 123 | $61,219 | 0.08% |
| 82 | STRYKER CORP | SYK | 165 | $61,067 | 0.08% |
| 83 | ADOBE INC | ADBE | 172 | $60,673 | 0.08% |
| 84 | HONEYWELL INTL | 438516106 | 282 | $59,373 | 0.07% |
| 85 | NASDAQ INC | NDAQ | 650 | $57,503 | 0.07% |
| 86 | CHEVRON CORP | CVX | 368 | $57,187 | 0.07% |
| 87 | AVALONBAY COMMNTYS | AWX | 293 | $56,512 | 0.07% |
| 88 | REALTY INCOME | O | 922 | $56,038 | 0.07% |
| 89 | MERCK & COMPANY | MRK | 655 | $55,007 | 0.07% |
| 90 | MARRIOTT INTL | 571903202 | 204 | $53,069 | 0.07% |
| 91 | EQUINIX INC | EQIX | 67 | $52,523 | 0.07% |
| 92 | MONDELEZ INTERNATIONAL | 609207105 | 826 | $51,584 | 0.06% |
| 93 | VANGUARD TOTAL | 921909768 | 691 | $50,767 | 0.06% |
| 94 | SCHWAB CHARLES | SCHW-PJ | 529 | $50,544 | 0.06% |
| 95 | XPO INC | XPO | 387 | $50,027 | 0.06% |
| 96 | AKAMAI TECHNOLOGIES | AKAM | 655 | $49,623 | 0.06% |
| 97 | UDR INC | UDR | 1,320 | $49,176 | 0.06% |
| 98 | VICI PROPERTIES | 925652109 | 1,453 | $47,394 | 0.06% |
| 99 | SUN COMMUNITIES | 866674104 | 356 | $45,962 | 0.06% |
| 100 | DIGITAL REALTY | 253868103 | 260 | $44,910 | 0.06% |
| 101 | VANGUARD LARGE | 922908637 | 139 | $42,793 | 0.05% |
| 102 | UNITED AIRLINES | UNTCW | 428 | $41,302 | 0.05% |
| 103 | PALANTIR TECHNOLOGIES | PLTR | 221 | $40,316 | 0.05% |
| 104 | HOST HOTELS | HST | 2,361 | $40,181 | 0.05% |
| 105 | MPLX | MPLXP | 755 | $37,736 | 0.05% |
| 106 | HEALTHPEAK PPTYS | DOC | 1,963 | $37,597 | 0.05% |
| 107 | AMEREN CORP | AEE | 337 | $35,176 | 0.04% |
| 108 | FRANKLIN COVEY | FC | 1,812 | $35,171 | 0.04% |
| 109 | DUKE ENERGY | DUKB | 275 | $33,988 | 0.04% |
| 110 | REXFORD INDUSTRIAL | 76169C100 | 821 | $33,751 | 0.04% |
| 111 | KILROY RLTY CORP | 49427F108 | 764 | $32,288 | 0.04% |
| 112 | AGREE REALTY | 008492100 | 451 | $32,007 | 0.04% |
| 113 | SCHWAB US | 808524102 | 1,145 | $29,446 | 0.04% |
| 114 | CROWN CASTLE | CCI | 300 | $28,900 | 0.04% |
| 115 | ISHARES CORE | 464287226 | 287 | $28,800 | 0.04% |
| 116 | YUM BRANDS INC | YUM | 185 | $28,058 | 0.03% |
| 117 | CUBESMART | CUBE | 684 | $27,826 | 0.03% |
| 118 | SHELL PLC | RYDAF | 388 | $27,724 | 0.03% |
| 119 | AIRBNB INC | ABNB | 224 | $27,198 | 0.03% |
| 120 | TOLL BROTHERS | TOL | 195 | $26,959 | 0.03% |
| 121 | VENTAS INC | VTR | 384 | $26,910 | 0.03% |
| 122 | BANK AMERICA | 060505104 | 519 | $26,775 | 0.03% |
| 123 | CLOUDFLARE INC | NET | 121 | $25,966 | 0.03% |
| 124 | TERRENO REALTY | 88146M101 | 446 | $25,302 | 0.03% |
| 125 | EQUITY LIFESTYLE | 29472R108 | 408 | $24,794 | 0.03% |
| 126 | HEALTHCARE REALTY | 42226K105 | 1,374 | $24,779 | 0.03% |
| 127 | FISERV INC | FISV | 190 | $24,496 | 0.03% |
| 128 | SPDR S&P | SPY | 35 | $23,528 | 0.03% |
| 129 | ABBVIE INC | ABBV | 101 | $23,358 | 0.03% |
| 130 | ISHARES CORE | 464287507 | 356 | $23,251 | 0.03% |
| 131 | BRIXMOR PROPERTY | 11120U105 | 819 | $22,674 | 0.03% |
| 132 | METLIFE INC | MET-PF | 272 | $22,423 | 0.03% |
| 133 | MICRON TECHNOLOGY INC | MU | 131 | $21,888 | 0.03% |
| 134 | PROCTER & GAMBLE | 742718109 | 137 | $21,118 | 0.03% |
| 135 | 3M COMPANY | MMM | 134 | $20,778 | 0.03% |
| 136 | GXO LOGISTICS | GXO | 387 | $20,468 | 0.03% |
| 137 | MGM RESORTS | MGM | 590 | $20,450 | 0.03% |
| 138 | KIMCO REALTY | 49446R109 | 932 | $20,362 | 0.03% |
| 139 | VANGUARD TOTAL | 922042742 | 147 | $20,283 | 0.03% |
| 140 | JACOBS SOLUTIONS | J | 135 | $20,257 | 0.03% |
| 141 | INVITATION HOMES | INVH | 679 | $19,913 | 0.02% |
| 142 | NNN REIT | NNN | 462 | $19,667 | 0.02% |
| 143 | LINDE PLC | LIN | 41 | $19,364 | 0.02% |
| 144 | DOORDASH INC | DASH | 70 | $19,040 | 0.02% |
| 145 | TAKE-TWO INTERACTIVE | TTWO | 72 | $18,602 | 0.02% |
| 146 | SALESFORCE INC | CRM | 78 | $18,409 | 0.02% |
| 147 | STARBUCKS CORP | SBUX | 209 | $17,695 | 0.02% |
| 148 | MOTLEY FOOL | 74933W601 | 246 | $17,359 | 0.02% |
| 149 | INTERCONTINENTAL HOTELS | 45857P806 | 140 | $16,968 | 0.02% |
| 150 | EXTRA SPACE | EXR | 118 | $16,668 | 0.02% |
| 151 | ALTRIA GROUP | MO | 240 | $15,860 | 0.02% |
| 152 | ALEXANDRIA REAL | 015271109 | 185 | $15,444 | 0.02% |
| 153 | PAYPAL HOLDINGS | PYPL | 221 | $14,820 | 0.02% |
| 154 | FIRST TRUST | 33739N108 | 290 | $14,688 | 0.02% |
| 155 | GAMING & LEISURE | 36467J108 | 315 | $14,679 | 0.02% |
| 156 | VANGUARD FSTE | 922042858 | 264 | $14,314 | 0.02% |
| 157 | ESSENTIAL PROPERTIES | 29670E107 | 461 | $13,730 | 0.02% |
| 158 | ALERIAN MLP | 00162Q452 | 287 | $13,481 | 0.02% |
| 159 | ASTRAZENECA PLC | AZN | 173 | $13,273 | 0.02% |
| 160 | NIKE INC | NKE | 188 | $13,142 | 0.02% |
| 161 | PFIZER INC | PFE | 501 | $12,762 | 0.02% |
| 162 | WEC ENERGY | WEC | 111 | $12,719 | 0.02% |
| 163 | VIRTUS INFRACAP | 26923G822 | 584 | $12,685 | 0.02% |
| 164 | LAMAR ADVERTISING | LAMR | 103 | $12,609 | 0.02% |
| 165 | AMPLIFY BLOCKCHAIN | 032108607 | 184 | $12,350 | 0.02% |
| 166 | SPDR S&P | 78464A573 | 112 | $11,375 | 0.01% |
| 167 | VANGUARD TOTAL | 922908769 | 34 | $11,178 | 0.01% |
| 168 | UNITED MICROELECTRONICS | UMC | 1,469 | $11,138 | 0.01% |
| 169 | CITIGROUP INC | C-PR | 107 | $10,893 | 0.01% |
| 170 | BLACKSTONE MORTGAGE | BX | 589 | $10,850 | 0.01% |
| 171 | VERIZON COMMUNICATIONS | VZ | 241 | $10,585 | 0.01% |
| 172 | KIMBERLY CLARK | KMB | 83 | $10,320 | 0.01% |
| 173 | FEDEX CORP | FDX | 42 | $9,873 | 0.01% |
| 174 | UBER TECHNOLOGIES | UBER | 100 | $9,797 | 0.01% |
| 175 | TRACTOR SUPPLY | TSCO | 171 | $9,710 | 0.01% |
| 176 | SOCIEDAD QUIMICA | 833635105 | 225 | $9,671 | 0.01% |
| 177 | CSX CORP | CSX | 267 | $9,481 | 0.01% |
| 178 | AMERICOLD REALTY | COLD | 765 | $9,364 | 0.01% |
| 179 | ISHARES ESG | 46435G425 | 64 | $9,318 | 0.01% |
| 180 | CARRIER GLOBAL | CARR | 150 | $8,969 | 0.01% |
| 181 | FIRST TRUST | 33739Q705 | 181 | $8,917 | 0.01% |
| 182 | WISDOMTREE ARTIFICIAL | WT | 310 | $8,860 | 0.01% |
| 183 | DUOLINGO INC | DUOL | 27 | $8,690 | 0.01% |
| 184 | ISHARES MSCI | 46434V423 | 211 | $8,543 | 0.01% |
| 185 | THE REALREAL | 88339P101 | 800 | $8,504 | 0.01% |
| 186 | SCHWAB FUNDAMENTAL | 808524771 | 320 | $8,428 | 0.01% |
| 187 | AT&T INC | T-PC | 295 | $8,320 | 0.01% |
| 188 | PROSHARES PET | 74348A145 | 146 | $8,207 | 0.01% |
| 189 | YUM CHINA | YUMC | 190 | $8,135 | 0.01% |
| 190 | ISHARES CORE | 46434V613 | 170 | $7,948 | 0.01% |
| 191 | PHILIP MORRIS | 718172109 | 45 | $7,324 | 0.01% |
| 192 | GLOBUS MEDICAL | GMED | 122 | $6,987 | 0.01% |
| 193 | VANGUARD TOTAL | 92203J407 | 141 | $6,961 | 0.01% |
| 194 | ROBO GLOBAL | 301505707 | 106 | $6,955 | 0.01% |
| 195 | ZOETIS INC | ZTS | 47 | $6,901 | 0.01% |
| 196 | MICROCHIP TECHNOLOGY INC | MCHPP | 104 | $6,651 | 0.01% |
| 197 | BARCLAYS PLC | BCLYF | 300 | $6,200 | 0.01% |
| 198 | RXO INC | RXO | 387 | $5,952 | 0.01% |
| 199 | SCHWAB FUNDAMENTAL | 808524755 | 135 | $5,813 | 0.01% |
| 200 | PACER DATA | 69374H741 | 167 | $5,302 | 0.01% |
| 201 | TARGET CORP | TGT | 58 | $5,245 | 0.01% |
| 202 | CAMPING WORLD | CWH | 324 | $5,112 | 0.01% |
| 203 | IMMUNITYBIO INC | IBRX | 2,000 | $4,920 | 0.01% |
| 204 | VANGUARD MORTGAGE | 92206C771 | 104 | $4,888 | 0.01% |
| 205 | ISHARES RUSSELL | 464287655 | 20 | $4,839 | 0.01% |
| 206 | PINTEREST INC | PINS | 150 | $4,826 | 0.01% |
| 207 | SCHWAB FUNDAMENTAL | 808524763 | 153 | $4,780 | 0.01% |
| 208 | AMERICAN WATER | 030420103 | 34 | $4,684 | 0.01% |
| 209 | STANLEY BLACK | SWK | 60 | $4,460 | 0.01% |
| 210 | CROWN HOLDINGS | CCK | 45 | $4,360 | 0.01% |
| 211 | SONY GROUP | SNEJF | 151 | $4,338 | 0.01% |
| 212 | AMBAC FINANCIAL | OSG | 500 | $4,170 | 0.01% |
| 213 | FORD MOTOR | 345370860 | 343 | $4,100 | 0.01% |
| 214 | NATIONAL GRID | NMPWP | 54 | $3,913 | 0.00% |
| 215 | VANGUARD EXTENDED | 922908652 | 18 | $3,815 | 0.00% |
| 216 | ISHARES JPMORGAN | 464288281 | 39 | $3,757 | 0.00% |
| 217 | PURSUIT ATTRACTIONS | 92552R406 | 100 | $3,618 | 0.00% |
| 218 | SCHWAB INTERMEDIATE | 808524854 | 142 | $3,576 | 0.00% |
| 219 | GLACIER BANCORP | GBCI | 71 | $3,458 | 0.00% |
| 220 | GE AEROSPACE | 369604301 | 11 | $3,324 | 0.00% |
| 221 | DOW INC | DOW | 143 | $3,289 | 0.00% |
| 222 | FIDELITY NATIONAL | 31620M106 | 47 | $3,088 | 0.00% |
| 223 | PINNACLE WEST | PNW | 33 | $2,959 | 0.00% |
| 224 | HSBC HOLDINGS | HBCYF | 41 | $2,910 | 0.00% |
| 225 | SYNAPTICS INC | SYNA | 40 | $2,734 | 0.00% |
| 226 | ING GROEP | INGVF | 98 | $2,567 | 0.00% |
| 227 | UPSTART HOLDINGS | UPST | 50 | $2,540 | 0.00% |
| 228 | INTUITIVE SURGICAL | ISRG | 5 | $2,236 | 0.00% |
| 229 | AMENTUM HOLDINGS | AMTM | 92 | $2,205 | 0.00% |
| 230 | SOLVENTUM CORP | SOLV | 30 | $2,190 | 0.00% |
| 231 | ISHARES GOLD | IAU | 27 | $1,965 | 0.00% |
| 232 | ILLUMINA INC | ILMN | 18 | $1,710 | 0.00% |
| 233 | ISHARES CORE | 46432F834 | 18 | $1,497 | 0.00% |
| 234 | PEGASYSTEMS INC | PEGA | 26 | $1,497 | 0.00% |
| 235 | KKR & CO | KKRT | 10 | $1,300 | 0.00% |
| 236 | SBA COMMUNICATIONS | SBAC | 6 | $1,209 | 0.00% |
| 237 | SPDR ICE | 78464A292 | 34 | $1,124 | 0.00% |
| 238 | WISDOMTREE U S | WT | 19 | $1,044 | 0.00% |
| 239 | HUBSPOT INC | HUBS | 2 | $936 | 0.00% |
| 240 | GRAIL INC | GRAL | 8 | $473 | 0.00% |
| 241 | ALBERTSONS COS | 013091103 | 26 | $463 | 0.00% |
| 242 | CANADIAN PACIFIC | CP | 4 | $302 | 0.00% |
| 243 | CARNIVAL CORP | CUKPF | 9 | $260 | 0.00% |
| 244 | MEDTRONIC PLC | MDT | 2 | $204 | 0.00% |
| 245 | LUMENTUM HOLDINGS | LITE | 1 | $163 | 0.00% |
| 246 | CVS HEALTH | CVS | 1 | $83 | 0.00% |
| 247 | BRISTOL MYERS | CELG-RI | 1 | $50 | 0.00% |
| 248 | WARNER BROS | WBD | 2 | $39 | 0.00% |