Wiser Wealth Management, Inc Incresed Positions in Q2 2025

Wiser Wealth Management, Inc

  • $396 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.6K
+ 5.28%
$456.74 - $568.03 $5.32M - $6.61M
232K $132M
VGT
Vanguard Information Technolog

ETFs
5.35K
+ 14.81%
$470.37 - $663.28 $2.52M - $3.55M
41.5K $27.5M
VEA
Vanguard Ftse Developed Market

ETFs
25.8K
+ 4.62%
$45.65 - $57.01 $1.18M - $1.47M
585K $33.4M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
15.3K
+ 12.1%
$83.8 - $101.39 $1.28M - $1.55M
142K $14.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
35.9K
+ 3.78%
$45.9 - $47.2 $1.65M - $1.69M
985K $46.4M
BNDX
Vanguard Total International B

ETFs
23.1K
+ 6.16%
$48.77 - $49.55 $1.13M - $1.15M
399K $19.7M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
12.2K
+ 3.14%
$49.79 - $50.59 $609K - $619K
402K $20.3M
NVDA
Nvidia Corp

Technology
1.25K
+ 13.19%
$94.31 - $157.99 $118K - $198K
10.8K $1.7M
MSFT
Microsoft Corp

Technology
370
+ 11.6%
$354.56 - $497.45 $131K - $184K
3.56K $1.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.37K
+ 13.79%
$90.56 - $109.49 $305K - $369K
27.8K $3.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.36K
+ 1.69%
$77.74 - $78.78 $261K - $265K
202K $15.9M
WMT
Walmart Inc.

Consumer Defensive
2.53K
+ 76.04%
$81.79 - $99.98 $207K - $253K
5.86K $573K
AVGO
Broadcom Inc.

Technology
218
+ 12.68%
$146.29 - $275.65 $31.9K - $60.1K
1.94K $533K
META
Meta Platforms, Inc.

Communication Services
93
+ 11.14%
$484.66 - $738.09 $45.1K - $68.6K
928 $684K
SPY
Spdr S&P 500 ETF Trust

ETFs
83
+ 4.22%
$496.48 - $617.85 $41.2K - $51.3K
2.05K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
181
+ 4.65%
$167.32 - $223.3 $30.3K - $40.4K
4.07K $892K
NFLX
Netflix Inc

Communication Services
21
+ 8.57%
$855.86 - $1339.13 $18K - $28.1K
266 $356K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
308
+ 16.59%
$139.8 - $197.22 $43.1K - $60.7K
2.17K $426K
TSLA
Tesla, Inc.

Consumer Cyclical
145
+ 12.8%
$221.86 - $362.89 $32.2K - $52.6K
1.28K $405K
JPM
Jpmorgan Chase & CO

Financial Services
177
+ 13.27%
$210.28 - $289.91 $37.2K - $51.3K
1.51K $438K
GOOG
Alphabet Inc.

Communication Services
293
+ 20.94%
$146.58 - $180.01 $42.9K - $52.7K
1.69K $300K
V
Visa Inc.

Financial Services
118
+ 15.03%
$308.27 - $373.31 $36.4K - $44.1K
903 $320K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 1.94%
$335.24 - $380.78 $29.5K - $33.5K
4.62K $1.69M
NSC
Norfolk Southern Corp

Industrials
35
+ 3.31%
$206.34 - $257.46 $7.22K - $9.01K
1.09K $279K
ADP
Automatic Data Processing Inc

Industrials
47
+ 4.99%
$276.76 - $326.81 $13K - $15.4K
989 $305K
Bitwise Ethereum ETF
14.1K
+ 42.87%
N/A
47.1K $0
Bitwise Bitcoin ETF Tr
7.13K
+ 20.4%
N/A
42.1K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
43
+ 5.24%
$483.48 - $539.8 $20.8K - $23.2K
863 $419K
AAPL
Apple Inc.

Technology
449
+ 4.14%
$172.42 - $223.89 $77.4K - $101K
11.3K $2.31M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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