Wiser Advisor Group LLC
224 holdingsFiling period: 2026-03-31Current AUM: $92.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 21.9K | $5.5M | $6.8M | 7.28% | -820 | 2026-03-31 |
| 2 | VOO | VANGUARD S&P | 8.3K | $4.9M | $5.7M | 6.13% | -132 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 13.9K | $4.0M | $5.0M | 5.35% | -1,116 | 2026-03-31 |
| 4 | LLY | ELI LILLY | 4.3K | $3.9M | $4.9M | 5.30% | -52 | 2026-03-31 |
| 5 | BUFR | FIRST TRUST | 116.1K | $3.9M | $4.3M | 4.60% | +64.3K | 2026-03-31 |
| 6 | HFXI | NYLI FTSE | 85.6K | $2.9M | $3.2M | 3.45% | +1.2K | 2026-03-31 |
| 7 | AMZN | AMAZON COM | 13.4K | $2.8M | $3.6M | 3.92% | -221 | 2026-03-31 |
| 8 | XMHQ | INVESCO S&P | 23.0K | $2.4M | $2.6M | 2.84% | +418 | 2026-03-31 |
| 9 | GRID | FIRST TRUST | 12.7K | $2.1M | $2.3M | 2.46% | -10 | 2026-03-31 |
| 10 | DTCR | GLOBAL X | 86.2K | $2.1M | $2.4M | 2.55% | -126 | 2026-03-31 |
| 11 | VTV | VANGUARD VALUE | 10.4K | $2.0M | $2.3M | 2.47% | -175 | 2026-03-31 |
| 12 | META | META PLATFORMS | 3.5K | $2.0M | $2.0M | 2.11% | -165 | 2026-03-31 |
| 13 | BND | VANGUARD TOTAL | 27.0K | $2.0M | $1.9M | 2.10% | -1,207 | 2026-03-31 |
| 14 | SCHX | SCHWAB US | 76.6K | $2.0M | $2.3M | 2.43% | -791 | 2026-03-31 |
| 15 | MLPA | GLOBAL X | 36.0K | $1.9M | $2.0M | 2.20% | +10.0K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE | 6.4K | $1.9M | $2.3M | 2.44% | +2 | 2026-03-31 |
| 17 | WMT | WALMART INC | 14.7K | $1.8M | $1.6M | 1.77% | -95 | 2026-03-31 |
| 18 | VB | VANGUARD SMALL | 6.9K | $1.8M | $2.0M | 2.20% | -68 | 2026-03-31 |
| 19 | HMOP | HARTFORD MUN | 45.2K | $1.8M | $1.7M | 1.88% | -1,839 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORP | 9.9K | $1.7M | $2.0M | 2.14% | -856 | 2026-03-31 |
| 21 | VUG | VANGUARD GROWTH | 3.8K | $1.7M | $2.0M | 2.12% | -308 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 4.3K | $1.6M | $2.0M | 2.17% | -192 | 2026-03-31 |
| 23 | TSM | TAIWAN SEMICONDUCTOR | 4.4K | $1.5M | $1.8M | 1.92% | -59 | 2026-03-31 |
| 24 | SCHA | SCHWAB US | 49.6K | $1.4M | $1.7M | 1.79% | +9.4K | 2026-03-31 |
| 25 | BRK-A | BERKSHIRE HATHAWAY | 2 | $1.4M | $1.4M | 1.55% | -- | 2026-03-31 |
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