Wiser Wealth Management, Inc Incresed Positions in Q3 2025

Wiser Wealth Management, Inc

  • $432 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
135K
+ 13.74%
$46.37 - $47.77 $6.28M - $6.47M
1.12M $53.3M
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 3.81%
$56.02 - $60.3 $1.25M - $1.34M
607K $36.4M
BNDX
Vanguard Total International B

ETFs
53.9K
+ 13.53%
$49.0 - $49.51 $2.64M - $2.67M
453K $22.4M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
47.1K
+ 11.71%
$50.29 - $50.86 $2.37M - $2.39M
449K $22.8M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.8K
+ 4.1%
$100.63 - $112.27 $584K - $651K
147K $16.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
13.4K
+ 3.75%
$55.15 - $58.11 $738K - $777K
370K $21.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.4K
+ 8.62%
$78.11 - $79.07 $1.36M - $1.37M
219K $17.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.93K
+ 135.33%
$195.29 - $223.85 $572K - $656K
5.1K $1.13M
AAPL
Apple Inc.

Technology
512
+ 4.54%
$202.38 - $256.87 $104K - $132K
11.8K $3M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 31.15%
$174.36 - $254.72 $194K - $284K
4.69K $1.14M
MSFT
Microsoft Corp

Technology
618
+ 17.36%
$491.09 - $535.64 $303K - $331K
4.18K $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.53K
+ 2.38%
$72.57 - $74.72 $256K - $264K
152K $11.3M
SUB
Ishares Short Term National Mu

ETFs
3.34K
+ 21.58%
$106.17 - $107.3 $355K - $358K
18.8K $2.01M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.6K
+ 7.22%
$50.85 - $51.35 $285K - $288K
83.2K $4.26M
AVGO
Broadcom Inc.

Technology
267
+ 13.78%
$264.74 - $369.57 $70.7K - $98.7K
2.2K $727K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
299
+ 34.65%
$459.11 - $506.91 $137K - $152K
1.16K $584K
GOOG
Alphabet Inc.

Communication Services
205
+ 12.12%
$175.16 - $255.24 $35.9K - $52.3K
1.9K $462K
AMZN
Amazon Com Inc

Consumer Cyclical
719
+ 17.67%
$211.65 - $238.24 $152K - $171K
4.79K $1.05M
LLY
Eli Lilly & CO

Healthcare
163
+ 52.24%
$625.65 - $812.69 $102K - $132K
475 $362K
META
Meta Platforms, Inc.

Communication Services
156
+ 16.81%
$695.21 - $791.73 $108K - $124K
1.08K $796K
V
Visa Inc.

Financial Services
338
+ 37.43%
$332.09 - $358.86 $112K - $121K
1.24K $423K
JPM
Jpmorgan Chase & CO

Financial Services
194
+ 12.84%
$282.78 - $316.06 $54.9K - $61.3K
1.71K $537K
MUB
Ishares National Muni Bond ETF

ETFs
546
+ 10.1%
$103.24 - $106.68 $56.4K - $58.2K
5.95K $633K
MA
Mastercard Inc

Financial Services
103
+ 27.99%
$550.18 - $598.96 $56.7K - $61.7K
471 $267K
XOM
Exxon Mobil Corp

Energy
415
+ 21.72%
$105.83 - $117.22 $43.9K - $48.6K
2.33K $262K
SO
Southern CO

Utilities
21
+ 0.36%
$90.83 - $96.0 $1.91K - $2.02K
5.9K $558K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 8.13%
$915.95 - $994.57 $15.6K - $16.9K
226 $209K
Bitwise Ethereum ETF
2.17K
+ 4.6%
N/A
49.2K $0
Bitwise Bitcoin ETF Tr
3.42K
+ 8.11%
N/A
45.5K $0
WY
Weyerhaeuser CO

Real Estate
137
+ 1.65%
$24.1 - $26.83 $3.3K - $3.68K
8.42K $208K
NFLX
Netflix Inc

Communication Services
13
+ 4.89%
$1147.87 - $1297.18 $14.9K - $16.9K
279 $334K
PM
Philip Morris International Inc.

Consumer Defensive
40
+ 2.56%
$157.77 - $183.27 $6.31K - $7.33K
1.6K $259K
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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