Wiser Wealth Management, Inc Purchases and Sells in Q2 2025

Wiser Wealth Management, Inc

$396 Million
Q2 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	11.6K + 5.28%	$456.74 - $568.03 $5.32M - $6.61M	232K $132M
VGT	5.35K + 14.81%	$470.37 - $663.28 $2.52M - $3.55M	41.5K $27.5M
VEA	25.8K + 4.62%	$45.65 - $57.01 $1.18M - $1.47M	585K $33.4M
VIOO	15.3K + 12.1%	$83.8 - $101.39 $1.28M - $1.55M	142K $14.3M
JCPB	35.9K + 3.78%	$45.9 - $47.2 $1.65M - $1.69M	985K $46.4M
BNDX	23.1K + 6.16%	$48.77 - $49.55 $1.13M - $1.15M	399K $19.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	5.41K New	$102.31 - $105.8 $553K - $572K	5.41K $564K
PM	1.56K New	$149.23 - $184.95 $233K - $289K	1.56K $284K
COST	209 New	$908.13 - $1056.85 $190K - $221K	209 $206K
MA	368 New	$479.92 - $590.74 $177K - $217K	368 $206K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-22.4K - 5.92%	$47.46 - $55.3 $1.06M - $1.24M	356K $19.6M
SO	-7.36K - 55.59%	$84.91 - $92.56 $625K - $681K	5.88K $539K
VIG	-1.54K - 21.79%	N/A	5.52K $1.01M
VTI	-1.04K - 19.52%	$243.75 - $303.93 $252K - $315K	4.27K $1.3M
PG	-161 - 6.04%	$157.66 - $172.39 $25.4K - $27.8K	2.5K $398K
BND	-1.32K - 0.89%	$72.02 - $73.82 $95.3K - $97.7K	148K $10.9M

Activity Summary All Purchases 34 New Holdings 4 Increased Positions 30 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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