Wiser Wealth Management, Inc Incresed Positions in Q4 2024

Wiser Wealth Management, Inc

  • $354 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
84.9K
+ 140.52%
$71.75 - $75.11 $6.09M - $6.37M
145K $10.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
649
+ 0.3%
$521.84 - $558.82 $339K - $363K
221K $119M
VGT
Vanguard Information Technolog

ETFs
1.25K
+ 3.72%
$571.78 - $647.97 $716K - $812K
34.9K $21.7M
BNDX
Vanguard Total International B

ETFs
32.4K
+ 9.25%
$48.91 - $50.61 $1.58M - $1.64M
382K $18.7M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
15.1K
+ 4.22%
$49.58 - $50.28 $746K - $757K
372K $18.5M
AAPL
Apple Inc.

Technology
1.12K
+ 11.95%
$221.69 - $259.02 $247K - $289K
10.4K $2.62M
NVDA
Nvidia Corp

Technology
1.91K
+ 26.8%
$117.0 - $148.88 $224K - $285K
9.05K $1.22M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.01%
$570.51 - $610.59 $1.14K - $1.22K
28.7K $16.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.72K
+ 4.24%
$77.02 - $78.58 $595K - $607K
190K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
624
+ 20.13%
$180.88 - $232.93 $113K - $145K
3.72K $817K
MSFT
Microsoft Corp

Technology
532
+ 20.83%
$406.35 - $454.46 $216K - $242K
3.09K $1.3M
GOOGL
Alphabet Inc.

Communication Services
636
+ 21.88%
$161.86 - $196.66 $103K - $125K
3.54K $670K
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 35.88%
N/A
3.85K $700K
AVGO
Broadcom Inc.

Technology
319
+ 24.94%
$159.67 - $250.0 $50.9K - $79.8K
1.6K $370K
META
Meta Platforms, Inc.

Communication Services
151
+ 24.59%
$554.08 - $632.68 $83.7K - $95.5K
765 $451K
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 14.02%
$205.18 - $250.29 $32.2K - $39.3K
1.28K $306K
WMT
Walmart Inc.

Consumer Defensive
249
+ 8.13%
$79.1 - $95.7 $19.7K - $23.8K
3.31K $299K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 20.49%
$442.29 - $483.08 $55.7K - $60.9K
741 $335K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
719
+ 3.29%
$113.92 - $127.38 $81.9K - $91.6K
22.6K $2.6M
ADP
Automatic Data Processing Inc

Industrials
23
+ 2.51%
$280.08 - $307.97 $6.44K - $7.08K
938 $274K
Bitwise Bitcoin ETF Tr
2.5K
+ 9.94%
N/A
27.7K $0
Bitwise Ethereum ETF
2.31K
+ 10.85%
N/A
23.6K $0
UNH
Unitedhealth Group Inc

Healthcare
61
+ 14.49%
$485.52 - $625.25 $29.6K - $38.1K
482 $243K
NSC
Norfolk Southern Corp

Industrials
15
+ 1.44%
$230.6 - $277.0 $3.46K - $4.16K
1.06K $248K
LOW
Lowes Companies Inc

Consumer Cyclical
27
+ 3.25%
$244.52 - $284.07 $6.6K - $7.67K
858 $211K
HD
Home Depot, Inc.

Consumer Cyclical
93
+ 2.15%
$385.02 - $431.37 $35.8K - $40.1K
4.42K $1.72M
WY
Weyerhaeuser CO

Real Estate
3
+ 0.04%
$27.21 - $33.7 $81.6 - $101
8.43K $237K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.09K
+ 7.04%
$58.88 - $64.8 $123K - $135K
31.7K $1.87M
SO
Southern CO

Utilities
152
+ 1.16%
$81.5 - $94.15 $12.4K - $14.3K
13.3K $1.09M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.21K
+ 0.99%
$105.45 - $117.99 $127K - $142K
123K $13M
VEA
Vanguard Ftse Developed Market

ETFs
37K
+ 7.39%
$47.57 - $52.44 $1.76M - $1.94M
538K $25.7M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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