Wiser-Advisor-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "RXO",
  "AAL",
  "AKAM",
  "AVAV",
  "SOBO.TO",
  "MU",
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "ALL",
  null,
  "GOOGL",
  "AXP",
  "AMBC",
  "T",
  null,
  "BUD",
  "AVGO",
  null,
  "LOW",
  "CP.TO",
  null,
  null,
  null,
  "CCI",
  "DUK",
  null,
  null,
  null,
  "QUIK",
  "EBAY",
  null,
  null,
  null,
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  null,
  "GBCI",
  "GLPI",
  "FC",
  null,
  "LAMR",
  "ISRG",
  null,
  "ACI",
  "HSBC",
  "HUBS",
  null,
  null,
  null,
  "ING",
  "META",
  "IJH",
  null,
  null,
  null,
  "SWK",
  "REAL",
  null,
  null,
  null,
  null,
  "LIN",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "DUOL",
  "NDAQ",
  "EQIX",
  "FIS",
  "GE",
  "GXO",
  "IBRX",
  "ILMN",
  "ADM",
  "IJR",
  "KKR",
  "ORCL",
  "DASH",
  null,
  "DOC",
  "NNN",
  null,
  null,
  "PYPL",
  "PNC",
  null,
  "IEMG",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "DGX",
  "REGN",
  "FNDX",
  "SCHX",
  "O",
  "SHEL",
  "RTX",
  "BP",
  "AMT",
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "SCHW",
  "PNW",
  "VWO",
  null,
  "HR",
  "SBAC",
  null,
  null,
  "VCIT",
  "NGG",
  "EPRT",
  "TSCO",
  "GMED",
  "SNY",
  "VIAV",
  "TSM",
  "VTR",
  "GRAL",
  "LITE",
  "ARE",
  "SYNA",
  "AEE",
  "TOL",
  "AMD",
  "SONY",
  "AVB",
  "FI",
  "F",
  "WEC",
  "DEO",
  "WM",
  "INVH",
  "RACE",
  "AMZN",
  "SCHB",
  null,
  "TTWO",
  null,
  "IVE",
  "SQM",
  "COLD",
  "REXR",
  "AMTM",
  "ELS",
  "DKNG",
  "VUG",
  "VEA",
  "VXUS",
  "BNDX",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "VICI",
  "WBD",
  "WMT",
  "WELL",
  "YUMC",
  "YUM",
  "XPO",
  "SOLV",
  "ADC",
  "UMC",
  "IHG",
  "SCHA",
  "KRC",
  "KIM",
  "HST",
  "MGM",
  "TRP",
  "OKTA",
  "CRM",
  "SUI",
  "DIA",
  null,
  "IXUS",
  null,
  "GEV",
  "ZM",
  "PEGA",
  "EXR",
  "UPST",
  "ESGU",
  "UDR",
  null,
  "FDX",
  "STM",
  "KMB",
  "BAC",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BHP",
  "BXMT",
  "BMY",
  "BRX",
  "CWH",
  "CARR",
  "CCL",
  "CVX",
  "CMG",
  "CSCO",
  "NET",
  "C",
  "KO",
  "COIN",
  "CMCSA",
  "COST",
  "CVS",
  "CSX",
  "CCK",
  "CUBE",
  "DLR",
  "J",
  "TRNO",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  null,
  "MO",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 275
Total Value: 67725623
Accession Number: 0002011550-25-000003
Form Type: 13F-HR
CIK: wiser-advisor-group
Manager Name: Wiser-Advisor-Group

Data Enrichment

85% identified

234 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

275 positions • $67.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:25.4K

Value:$5.6M

% of Portfolio:8.3% ($5.6M/$67.7M)

922908363

VOO|922908363

Shares:9.3K

Value:$4.8M

% of Portfolio:7.1% ($4.8M/$67.7M)

ELI LILLY & Co

LLY|532457108

Shares:4.2K

Value:$3.5M

% of Portfolio:5.1% ($3.5M/$67.7M)

AMAZON COM INC

AMZN|023135106

Shares:13.1K

Value:$2.5M

% of Portfolio:3.7% ($2.5M/$67.7M)

45409B560

Shares:82.6K

Value:$2.3M

% of Portfolio:3.4% ($2.3M/$67.7M)

921937835

BND|921937835

Shares:30.7K

Value:$2.3M

% of Portfolio:3.3% ($2.3M/$67.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:14.3K

Value:$2.2M

% of Portfolio:3.3% ($2.2M/$67.7M)

33739N108

Shares:43.2K

Value:$2.2M

% of Portfolio:3.2% ($2.2M/$67.7M)

922908744

VTV|922908744

Shares:11.8K

Value:$2.0M

% of Portfolio:3.0% ($2.0M/$67.7M)

46137V472

Shares:22.0K

Value:$2.0M

% of Portfolio:3.0% ($2.0M/$67.7M)

Meta Platforms, Inc.

META|30303M102

Shares:3.5K

Value:$2.0M

% of Portfolio:2.9% ($2.0M/$67.7M)

922908736

VUG|922908736

Shares:5.3K

Value:$2.0M

% of Portfolio:2.9% ($2.0M/$67.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.4K

Value:$1.8M

% of Portfolio:2.7% ($1.8M/$67.7M)

922908751

VB|922908751

Shares:8.0K

Value:$1.8M

% of Portfolio:2.6% ($1.8M/$67.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:2.4% ($1.6M/$67.7M)

MICROSOFT CORP

MSFT|594918104

Shares:4.1K

Value:$1.5M

% of Portfolio:2.3% ($1.5M/$67.7M)

HOME DEPOT, INC.

HD|437076102

Shares:3.9K

Value:$1.4M

% of Portfolio:2.1% ($1.4M/$67.7M)

808524201

SCHX|808524201

Shares:63.8K

Value:$1.4M

% of Portfolio:2.1% ($1.4M/$67.7M)

MCDONALDS CORP

MCD|580135101

Shares:4.1K

Value:$1.3M

% of Portfolio:1.9% ($1.3M/$67.7M)

Walmart Inc.

WMT|931142103

Shares:13.6K

Value:$1.2M

% of Portfolio:1.8% ($1.2M/$67.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	25.4K	QoQ -1.27% (-328) YoY +254100.00% (+25.4K)	All Managers (Combined)	$5.6M	8.3% ($5.6M/$67.7M)	QoQ -12.42% (-$801.3K) YoY +329148.97% (+$5.6M)
(VOOcusip922908363)	9.3K	QoQ -2.60% (-249) YoY -8.15% (-828)	All Managers (Combined)	$4.8M	7.1% ($4.8M/$67.7M)	QoQ -7.10% (-$366.4K) YoY -1.81% (-$88.5K)
ELI LILLY & Co(LLYcusip532457108)	4.2K	QoQ +68.07% (+1.7K) YoY +211000.00% (+4.2K)	All Managers (Combined)	$3.5M	5.1% ($3.5M/$67.7M)	QoQ +79.78% (+$1.5M) YoY +224003.47% (+$3.5M)
AMAZON COM INC(AMZNcusip023135106)	13.1K	QoQ +3.96% (-499) YoY +65355.00% (+13.1K)	All Managers (Combined)	$2.5M	3.7% ($2.5M/$67.7M)	QoQ -9.84% (-$271.9K) YoY +68932.42% (+$2.5M)
(cusip45409B560)✕	82.6K	QoQ +0.57% (+470) YoY +51226.70% (+82.5K)	All Managers (Combined)	$2.3M	3.4% ($2.3M/$67.7M)	QoQ +6.20% (+$132.9K) YoY +52542.22% (+$2.3M)
(BNDcusip921937835)	30.7K	QoQ -5.79% (-1.9K) YoY +109410.71% (+30.6K)	All Managers (Combined)	$2.3M	3.3% ($2.3M/$67.7M)	QoQ -3.77% (-$88.5K) YoY +110626.10% (+$2.3M)
Alphabet Inc.(GOOGLcusip02079K305)	14.3K	QoQ +13.02% (-1.6K) YoY +71455.00% (+14.3K)	All Managers (Combined)	$2.2M	3.3% ($2.2M/$67.7M)	QoQ -7.67% (-$183.9K) YoY +73202.08% (+$2.2M)
(cusip33739N108)✕	43.2K	QoQ -24.57% (-14.1K) YoY +77017.85% (+43.1K)	All Managers (Combined)	$2.2M	3.2% ($2.2M/$67.7M)	QoQ -25.44% (-$743.2K) YoY +75013.86% (+$2.2M)
(VTVcusip922908744)	11.8K	QoQ -0.19% (-23) YoY +147287.50% (+11.8K)	All Managers (Combined)	$2.0M	3.0% ($2.0M/$67.7M)	QoQ +1.83% (-$36.6K) YoY +156213.04% (+$2.0M)
(cusip46137V472)✕	22.0K	QoQ +8.81% (+1.8K) YoY +220310.00% (+22.0K)	All Managers (Combined)	$2.0M	3.0% ($2.0M/$67.7M)	QoQ +1.14% (+$22.8K) YoY +183135.33% (+$2.0M)
Meta Platforms, Inc.(METAcusip30303M102)	3.5K	QoQ +6.26% (+204) YoY +12260.71% (+3.4K)	All Managers (Combined)	$2.0M	2.9% ($2.0M/$67.7M)	QoQ +4.57% (+$87.3K) YoY +14555.34% (+$2.0M)
(VUGcusip922908736)	5.3K	QoQ -9.43% (-551) YoY +37678.57% (+5.3K)	All Managers (Combined)	$2.0M	2.9% ($2.0M/$67.7M)	QoQ -18.17% (-$435.6K) YoY +40599.89% (+$2.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.4K	QoQ +3.67% (+262) YoY +67027.27% (+7.4K)	All Managers (Combined)	$1.8M	2.7% ($1.8M/$67.7M)	QoQ +6.08% (+$104.0K) YoY +82119.29% (+$1.8M)
(VBcusip922908751)	8.0K	QoQ -16.16% (-1.5K) YoY +39990.00% (+8.0K)	All Managers (Combined)	$1.8M	2.6% ($1.8M/$67.7M)	QoQ -22.63% (-$520.2K) YoY +38786.83% (+$1.8M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	2.4% ($1.6M/$67.7M)	QoQ +17.25% (+$235.0K) YoY +25.84% (+$328.0K)
MICROSOFT CORP(MSFTcusip594918104)	4.1K	QoQ +4.04% (-160) YoY +68450.00% (+4.1K)	All Managers (Combined)	$1.5M	2.3% ($1.5M/$67.7M)	QoQ -7.31% (-$121.9K) YoY +61078.36% (+$1.5M)
HOME DEPOT, INC.(HDcusip437076102)	3.9K	QoQ +7.73% (+277) YoY +96400.00% (+3.9K)	All Managers (Combined)	$1.4M	2.1% ($1.4M/$67.7M)	QoQ +1.50% (+$21.0K) YoY +92121.31% (+$1.4M)
(SCHXcusip808524201)	63.8K	QoQ -7.37% (-5.1K) YoY +113817.85% (+63.7K)	All Managers (Combined)	$1.4M	2.1% ($1.4M/$67.7M)	QoQ -11.77% (-$187.9K) YoY +40434.18% (+$1.4M)
MCDONALDS CORP(MCDcusip580135101)	4.1K	QoQ -6.03% (-264) YoY +68400.00% (+4.1K)	All Managers (Combined)	$1.3M	1.9% ($1.3M/$67.7M)	QoQ +1.26% (-$16.0K) YoY +75784.92% (+$1.3M)
Walmart Inc.(WMTcusip931142103)	13.6K	QoQ +2.63% (-349) YoY +45253.33% (+13.6K)	All Managers (Combined)	$1.2M	1.8% ($1.2M/$67.7M)	QoQ -0.27% (-$3.3K) YoY +66074.90% (+$1.2M)