Wiser-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  "LOW",
  "BITB",
  "HD",
  "ETHW",
  "META",
  null,
  "MSFT",
  "IJR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "PG",
  null,
  null,
  "IEFA",
  "VV",
  "VIG",
  "WY",
  "AMZN",
  null,
  "VGT",
  "VEA",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "BSV",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "NSC",
  "SO",
  null,
  "ADP",
  "BRK-B",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 49
Total Value: 356431614
Accession Number: 0001573263-25-000004
Form Type: 13F-HR
CIK: wiser-wealth-management
Manager Name: Wiser-Wealth-Management

Data Enrichment

82% identified

40 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $356.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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VISA INC.

V|92826C839

Shares:785

Value:$275.1K

% of Portfolio:0.1% ($275.1K/$356.4M)

ELI LILLY & Co

LLY|532457108

Shares:316

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$356.4M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.1K

Value:$250.3K

% of Portfolio:0.1% ($250.3K/$356.4M)

WEYERHAEUSER CO

WY|962166104

Shares:8.5K

Value:$247.9K

% of Portfolio:0.1% ($247.9K/$356.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:469

Value:$245.6K

% of Portfolio:0.1% ($245.6K/$356.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.9K

Value:$231.3K

% of Portfolio:0.1% ($231.3K/$356.4M)

NETFLIX INC

NFLX|64110L106

Shares:245

Value:$228.5K

% of Portfolio:0.1% ($228.5K/$356.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$218.5K

% of Portfolio:0.1% ($218.5K/$356.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:871

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$356.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	785	QoQ +9.63% (+69) YoY NEW(+785)	All Managers (Combined)	$275.1K	0.1% ($275.1K/$356.4M)	QoQ +21.57% (+$48.8K) YoY NEW(+$275.1K)
ELI LILLY & Co(LLYcusip532457108)	316	QoQ +7.48% (+22) YoY NEW(+316)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$356.4M)	QoQ +15.00% (+$34.1K) YoY NEW(+$261.1K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.1K	QoQ -0.18% (-2) YoY +6.12% (-61)	All Managers (Combined)	$250.3K	0.1% ($250.3K/$356.4M)	QoQ +0.72% (-$1.8K) YoY -1.37% (-$3.5K)
WEYERHAEUSER CO(WYcusip962166104)	8.5K	QoQ +0.51% (+43) YoY +3.10% (-255)	All Managers (Combined)	$247.9K	0.1% ($247.9K/$356.4M)	QoQ +4.54% (+$10.8K) YoY -15.93% (-$47.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	469	QoQ -2.69% (-13) YoY NEW(+469)	All Managers (Combined)	$245.6K	0.1% ($245.6K/$356.4M)	QoQ +0.74% (-$1.8K) YoY NEW(+$245.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.9K	QoQ +2.36% (+45) YoY NEW(+1.9K)	All Managers (Combined)	$231.3K	0.1% ($231.3K/$356.4M)	QoQ +13.17% (+$26.9K) YoY NEW(+$231.3K)
NETFLIX INC(NFLXcusip64110L106)	245	QoQ +4.25% (+10) YoY NEW(+245)	All Managers (Combined)	$228.5K	0.1% ($228.5K/$356.4M)	QoQ +9.07% (+$19.0K) YoY NEW(+$228.5K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ +6.79% (-89) YoY NEW(+1.4K)	All Managers (Combined)	$218.5K	0.1% ($218.5K/$356.4M)	QoQ -12.44% (-$31.0K) YoY NEW(+$218.5K)
LOWES COMPANIES INC(LOWcusip548661107)	871	QoQ +1.51% (-13) YoY NEW(+871)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$356.4M)	QoQ -4.01% (-$8.5K) YoY NEW(+$203.2K)