Wiser Wealth Management, Inc Purchases and Sells in Q4 2024

Wiser Wealth Management, Inc

$354 Million
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	84.9K + 140.52%	$71.75 - $75.11 $6.09M - $6.37M	145K $10.4M
VOO	649 + 0.3%	$521.84 - $558.82 $339K - $363K	221K $119M
VGT	1.25K + 3.72%	$571.78 - $647.97 $716K - $812K	34.9K $21.7M
BNDX	32.4K + 9.25%	$48.91 - $50.61 $1.58M - $1.64M	382K $18.7M
SLQD	15.1K + 4.22%	$49.58 - $50.28 $746K - $757K	372K $18.5M
AAPL	1.12K + 11.95%	$221.69 - $259.02 $247K - $289K	10.4K $2.62M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	1.31K New	$163.08 - $198.16 $214K - $260K	1.31K $249K
V	716 New	$273.87 - $320.91 $196K - $230K	716 $226K
NFLX	235 New	$687.65 - $936.56 $162K - $220K	235 $209K
XOM	1.9K New	$105.51 - $125.37 $200K - $238K	1.9K $204K

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	-39.4K - 4.23%	$46.07 - $48.17 $1.82M - $1.9M	892K $41.1M
COWZ	-17.5K - 4.25%	$56.06 - $61.35 $981K - $1.07M	394K $22.3M
IAGG	-14.5K - 24.29%	$49.87 - $52.46 $725K - $762K	45.3K $2.26M
IEFA	-7.21K - 23.08%	$70.06 - $77.43 $505K - $558K	24K $1.69M
LLY	-269 - 47.78%	$727.2 - $932.06 $196K - $251K	294 $226K
PG	-372 - 12.21%	$161.05 - $179.7 $59.9K - $66.8K	2.68K $448K

Activity Summary All Purchases 36 New Holdings 4 Increased Positions 32 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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