Wiser Advisor Group LLC Incresed Positions in Q3 2025

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
403
+ 2.77%
$174.36 - $254.72 $70.3K - $103K
14.9K $3.63B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.95K
+ 18.86%
$138.08 - $151.2 $269K - $295K
12.3K $1.86B
NVDA
Nvidia Corp

Technology
389
+ 3.79%
$153.3 - $186.58 $59.6K - $72.6K
10.7K $1.99B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
285
+ 6.93%
$224.68 - $282.71 $64K - $80.6K
4.4K $1.23B
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.54K
+ 4.94%
$24.46 - $26.5 $86.6K - $93.8K
75.1K $1.98B
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 2.83%
$282.78 - $316.06 $49.5K - $55.3K
6.37K $2.01B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.87K
+ 3.61%
$29.19 - $31.2 $83.7K - $89.5K
82.4K $2.55B
MSFT
Microsoft Corp

Technology
170
+ 3.97%
$491.09 - $535.64 $83.5K - $91.1K
4.46K $2.31B
VB
Vanguard Small Cap ETF

ETFs
60
+ 0.86%
$237.58 - $259.17 $14.3K - $15.6K
7.03K $1.79B
RACE
Ferrari N.V.

Consumer Cyclical
277
+ 14.92%
$436.24 - $517.65 $121K - $143K
2.13K $1.04B
SCHA
Schwab Strategic Tr Us Small C

ETFs
81
+ 0.2%
$25.29 - $28.33 $2.05K - $2.29K
40.9K $1.14B
META
Meta Platforms, Inc.

Communication Services
142
+ 4.06%
$695.21 - $791.73 $98.7K - $112K
3.64K $2.67B
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 2.93%
$291.67 - $316.99 $37.6K - $40.9K
4.53K $1.38B
AMZN
Amazon Com Inc

Consumer Cyclical
343
+ 2.6%
$211.65 - $238.24 $72.6K - $81.7K
13.5K $2.97B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
143
+ 6.97%
$301.44 - $365.84 $43.1K - $52.3K
2.2K $710M
VNQ
Vanguard Specialized Funds Van

ETFs
342
+ 3.57%
$88.47 - $93.24 $30.3K - $31.9K
9.94K $908M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.37%
$108.46 - $120.63 $1.41K - $1.57K
3.51K $417M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
139
+ 0.99%
$42.39 - $44.63 $5.89K - $6.2K
14.2K $632M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.17%
$620.67 - $670.08 $621 - $670
577 $386M
HYLB
Xtrackers Usd High Yield Corp

ETFs
435
+ 1.3%
$36.55 - $37.16 $15.9K - $16.2K
33.8K $1.25B
VCIT
Vanguard Intermediate Term Cor

ETFs
36
+ 0.71%
$81.75 - $84.54 $2.94K - $3.04K
5.11K $429M
LLY
Eli Lilly & CO

Healthcare
105
+ 2.44%
$625.65 - $812.69 $65.7K - $85.3K
4.4K $3.36B
V
Visa Inc.

Financial Services
1
+ 0.17%
$332.09 - $358.86 $332 - $359
590 $201M
DIS
Walt Disney CO

Communication Services
26
+ 1.32%
$112.25 - $124.0 $2.92K - $3.22K
1.99K $228M
KO
Coca Cola CO

Consumer Defensive
615
+ 4.18%
$65.67 - $71.67 $40.4K - $44.1K
15.3K $1.02B
Activity Summary
Buys All Purchases 236 New Holdings 210 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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