Wiser Wealth Management, Inc Incresed Positions in Q1 2025

Wiser Wealth Management, Inc

  • $353 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
57.7K
+ 6.48%
$45.56 - $47.23 $2.63M - $2.73M
949K $44.6M
VEA
Vanguard Ftse Developed Market

ETFs
21K
+ 3.91%
$47.4 - $52.99 $997K - $1.12M
559K $28.7M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
33.1K
+ 72.95%
$49.42 - $50.43 $1.63M - $1.67M
78.4K $3.92M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
18.1K
+ 4.86%
$49.6 - $50.28 $896K - $908K
390K $19.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.31K
+ 4.37%
$76.94 - $78.24 $639K - $650K
198K $15.5M
VIG
Vanguard Dividend Appreciation

ETFs
3.21K
+ 83.42%
N/A
7.06K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
2.56K
+ 8.93%
$554.06 - $615.85 $1.42M - $1.58M
31.3K $17.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.08K
+ 2.81%
$71.17 - $73.66 $291K - $301K
149K $10.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
519
+ 35.84%
$551.42 - $612.93 $286K - $318K
1.97K $1.1M
IEFA
Ishares Tr

ETFs
803
+ 3.34%
$69.57 - $78.65 $55.9K - $63.2K
24.8K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79
+ 10.66%
$442.66 - $534.52 $35K - $42.2K
820 $430K
V
Visa Inc.

Financial Services
69
+ 9.64%
$306.92 - $362.71 $21.2K - $25K
785 $275K
LLY
Eli Lilly & CO

Healthcare
22
+ 7.48%
$725.72 - $929.72 $16K - $20.5K
316 $260K
META
Meta Platforms, Inc.

Communication Services
70
+ 9.15%
$576.36 - $736.67 $40.3K - $51.6K
835 $481K
XOM
Exxon Mobil Corp

Energy
45
+ 2.37%
$105.44 - $118.93 $4.74K - $5.35K
1.95K $231K
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 4.46%
$225.19 - $279.95 $12.8K - $16K
1.33K $327K
NFLX
Netflix Inc

Communication Services
10
+ 4.26%
$828.4 - $1058.6 $8.28K - $10.6K
245 $228K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.43%
$286.85 - $318.64 $1.15K - $1.27K
942 $287K
WY
Weyerhaeuser CO

Real Estate
43
+ 0.51%
$27.29 - $31.39 $1.17K - $1.35K
8.47K $247K
Bitwise Ethereum ETF
9.35K
+ 39.61%
N/A
32.9K $0
Bitwise Bitcoin ETF Tr
7.31K
+ 26.41%
N/A
35K $0
WMT
Walmart Inc.

Consumer Defensive
21
+ 0.63%
$84.5 - $105.05 $1.77K - $2.21K
3.33K $292K
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 1.52%
$222.66 - $268.42 $2.89K - $3.49K
871 $203K
GOOG
Alphabet Inc.

Communication Services
89
+ 6.79%
$156.06 - $207.71 $13.9K - $18.5K
1.4K $218K
HD
Home Depot, Inc.

Consumer Cyclical
113
+ 2.56%
$347.25 - $424.87 $39.2K - $48K
4.53K $1.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.82K
+ 8.05%
$102.49 - $119.96 $186K - $218K
24.4K $2.54M
AMZN
Amazon Com Inc

Consumer Cyclical
165
+ 4.43%
$190.26 - $242.06 $31.4K - $39.9K
3.89K $739K
AVGO
Broadcom Inc.

Technology
121
+ 7.57%
$167.43 - $244.7 $20.3K - $29.6K
1.72K $287K
MSFT
Microsoft Corp

Technology
104
+ 3.37%
$375.39 - $447.2 $39K - $46.5K
3.19K $1.2M
GOOGL
Alphabet Inc.

Communication Services
104
+ 2.94%
$154.33 - $206.19 $16.1K - $21.4K
3.65K $562K
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 1.71%
$222.15 - $428.22 $4.22K - $8.14K
1.13K $293K
NVDA
Nvidia Corp

Technology
446
+ 4.93%
$106.98 - $149.43 $47.7K - $66.6K
9.5K $1.03M
AAPL
Apple Inc.

Technology
385
+ 3.68%
$209.68 - $247.1 $80.7K - $95.1K
10.8K $2.41M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.65K
+ 2.98%
$94.32 - $110.46 $345K - $404K
126K $12.1M
VGT
Vanguard Information Technolog

ETFs
1.17K
+ 3.35%
$543.24 - $646.34 $636K - $757K
36.1K $19.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
219
+ 0.1%
$507.05 - $563.67 $111K - $123K
221K $113M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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