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Latest Wiser Advisor Group LLC Stock Portfolio

Wiser Advisor Group LLC Performance:
2025 Q3: 6.3%YTD: 9.72%2024: 10.49%
Performance for 2025 Q3 is 6.3%, and YTD is 9.72%, and 2024 is 10.49%.

About Wiser Advisor Group LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Wiser Advisor Group LLC reported an equity portfolio of $80.4 Millions as of 30 Sep, 2025.

The top stock holdings of Wiser Advisor Group LLC are AAPL, VB, GOOG. The fund has invested 7.4% of it's portfolio in APPLE INC and 6.4% of portfolio in VANGUARD S&P.

They significantly reduced their stock positions in PROLOGIS INC (PLD), VANGUARD TOTAL (BIV) and FIRST TRUST (FPE). Wiser Advisor Group LLC opened new stock positions in INVESCO S&P (CSD), HARTFORD MUN (HCOM) and GLOBAL X (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TRUST (GRID), FERRARI NV and ROYAL CARIBBEAN (RCL).

Wiser Advisor Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wiser Advisor Group LLC made a return of 6.3% in the last quarter. In trailing 12 months, it's portfolio return was 6.14%.

New Buys

Ticker$ Bought
invesco s&p2,320,960
hartford mun1,826,180
global x1,696,860
global x1,284,080
first trust696,538
zoom communications592,938
novo nordisk454,686
invesco national449,608
New stocks bought by Wiser Advisor Group LLC

Additions

Ticker% Inc.
first trust18.86
ferrari nv14.92
royal caribbean6.97
taiwan semiconductor6.93
schwab us4.94
coca cola company4.18
meta platforms4.06
microsoft corp3.97
Additions to existing portfolio by Wiser Advisor Group LLC

Reductions

Ticker% Reduced
prologis inc-12.35
vanguard total-6.36
first trust-5.42
vanguard value-4.27
spdr dow-3.85
vanguard growth-3.63
vanguard s&p-3.2
berkshire hathaway-1.9
Wiser Advisor Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
enbridge inc 6 77-20,000
Wiser Advisor Group LLC got rid off the above stocks

Sector Distribution

Wiser Advisor Group LLC has about 51.5% of it's holdings in Others sector.

Sector%
Others51.5
Technology14.5
Consumer Cyclical9.5
Communication Services8.6
Healthcare5.9
Consumer Defensive3.5
Financial Services3.3
Real Estate2.3

Market Cap. Distribution

Wiser Advisor Group LLC has about 47.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED51.5
MEGA-CAP38.7
LARGE-CAP8.7

Stocks belong to which Index?

About 46.1% of the stocks held by Wiser Advisor Group LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others53
S&P 50046.1
Top 5 Winners (%)%
TSLA
tesla inc
40.0 %
GOOG
alphabet inc
37.2 %
AAPL
apple inc
24.0 %
TSM
taiwan semiconductor
22.4 %
NVDA
nvidia corp
17.7 %
Top 5 Winners ($)$
AAPL
apple inc
1.2 M
GOOG
alphabet inc
1.0 M
VB
vanguard s&p
0.4 M
NVDA
nvidia corp
0.3 M
TSM
taiwan semiconductor
0.2 M
Top 5 Losers (%)%
DIS
walt disney
-7.6 %
KO
coca cola company
-6.1 %
V
visa inc
-3.9 %
LLY
eli lilly
-2.1 %
ferrari nv
-1.1 %
Top 5 Losers ($)$
LLY
eli lilly
-0.1 M
KO
coca cola company
-0.1 M
DIS
walt disney
0.0 M
META
meta platforms
0.0 M
ferrari nv
0.0 M

Wiser Advisor Group LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wiser Advisor Group LLC

Wiser Advisor Group LLC has 248 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Wiser Advisor Group LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions