Wiser Wealth Management, Inc Purchases and Sells in Q2 2024

Wiser Wealth Management, Inc

$322 Million
Q2 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.71K + 2.17%	$455.1 - $504.28 $2.14M - $2.38M	222K $111M
VGT	3.38K + 11.38%	$479.9 - $588.82 $1.62M - $1.99M	33.1K $19.1M
BND	44.8K + 955.12%	$70.55 - $72.66 $3.16M - $3.25M	49.4K $3.56M
JCPB	44.3K + 5.11%	$45.27 - $46.67 $2.01M - $2.07M	911K $42.2M
VEA	33.2K + 6.96%	$47.83 - $51.21 $1.59M - $1.7M	510K $25.2M
IAGG	23.3K + 92.02%	$49.28 - $50.11 $1.15M - $1.17M	48.5K $2.42M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	6.25K New	$118.11 - $1224.4 $738K - $7.65M	6.25K $771K
MUB	5.19K New	$105.37 - $107.16 $547K - $557K	5.19K $553K
META	518 New	$430.17 - $527.34 $223K - $273K	518 $261K
BRK-B	544 New	$396.73 - $420.24 $216K - $229K	544 $221K
JPM	1.03K New	$180.08 - $204.79 $186K - $212K	1.03K $208K
BITWISE BITCOIN ETF TR	19.6K New	N/A	19.6K $0

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-34.4K - 7.41%	$54.04 - $58.09 $1.86M - $2M	429K $23.4M
IVV	-2.53K - 9.13%	$497.53 - $549.64 $1.26M - $1.39M	25.1K $13.8M
SUB	-3.53K - 15.76%	$104.04 - $104.8 $367K - $370K	18.9K $1.97M
BSV	-4.61K - 2.46%	$75.81 - $76.76 $350K - $354K	183K $14M
SPTM	-193 - 1.87%	$60.69 - $66.83 $11.7K - $12.9K	10.1K $671K
SPY	-20 - 1.48%	$495.16 - $548.49 $9.9K - $11K	1.33K $723K

Activity Summary All Purchases 27 New Holdings 6 Increased Positions 21 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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