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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Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$320.6K

% of Portfolio:0.5% ($320.6K/$67.7M)

46138E511

Shares:27.3K

Value:$306.5K

% of Portfolio:0.5% ($306.5K/$67.7M)

37954Y236

Shares:18.0K

Value:$291.9K

% of Portfolio:0.4% ($291.9K/$67.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:565

Value:$264.8K

% of Portfolio:0.4% ($264.8K/$67.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.9K

Value:$246.7K

% of Portfolio:0.4% ($246.7K/$67.7M)

92189H409

Shares:4.5K

Value:$230.1K

% of Portfolio:0.3% ($230.1K/$67.7M)

VISA INC.

V|92826C839

Shares:588

Value:$205.9K

% of Portfolio:0.3% ($205.9K/$67.7M)

46138E149

Shares:4.5K

Value:$193.4K

% of Portfolio:0.3% ($193.4K/$67.7M)

464287408

IVE|464287408

Shares:1.0K

Value:$190.7K

% of Portfolio:0.3% ($190.7K/$67.7M)

33740F755

Shares:6.3K

Value:$187.7K

% of Portfolio:0.3% ($187.7K/$67.7M)

PFIZER INC

PFE|717081103

Shares:6.4K

Value:$161.2K

% of Portfolio:0.2% ($161.2K/$67.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:2.6K

Value:$160.2K

% of Portfolio:0.2% ($160.2K/$67.7M)

336920103

Shares:1.4K

Value:$158.1K

% of Portfolio:0.2% ($158.1K/$67.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:164

Value:$155.1K

% of Portfolio:0.2% ($155.1K/$67.7M)

92189F817

Shares:10.2K

Value:$127.4K

% of Portfolio:0.2% ($127.4K/$67.7M)

45409F827

Shares:5.3K

Value:$127.0K

% of Portfolio:0.2% ($127.0K/$67.7M)

Alphabet Inc.

GOOG|02079K107

Shares:803

Value:$125.5K

% of Portfolio:0.2% ($125.5K/$67.7M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:1.8K

Value:$125.2K

% of Portfolio:0.2% ($125.2K/$67.7M)

Broadcom Inc.

AVGO|11135F101

Shares:738

Value:$123.6K

% of Portfolio:0.2% ($123.6K/$67.7M)

ORACLE CORP

ORCL|68389X105

Shares:879

Value:$122.9K

% of Portfolio:0.2% ($122.9K/$67.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ +2.14% (-26) YoY +724.66% (+1.1K)	All Managers (Combined)	$320.6K	0.5% ($320.6K/$67.7M)	QoQ -34.44% (-$168.5K) YoY +1115.74% (+$294.2K)
(cusip46138E511)✕	27.3K	QoQ +0.15% (-42) YoY -5.44% (-1.6K)	All Managers (Combined)	$306.5K	0.5% ($306.5K/$67.7M)	QoQ -2.54% (-$8.0K) YoY -10.69% (-$36.7K)
(cusip37954Y236)✕	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$291.9K	0.4% ($291.9K/$67.7M)	QoQ NEW(+$291.9K) YoY NEW(+$291.9K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	565	QoQ -4.07% (-24) YoY +28150.00% (+563)	All Managers (Combined)	$264.8K	0.4% ($264.8K/$67.7M)	QoQ -12.01% (-$36.2K) YoY +29590.58% (+$263.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.9K	QoQ -1.06% (-20) YoY +6788.88% (+1.8K)	All Managers (Combined)	$246.7K	0.4% ($246.7K/$67.7M)	QoQ +16.00% (-$34.0K) YoY +7938.48% (+$243.6K)
(cusip92189H409)✕	4.5K	QoQ -38.11% (-2.8K) YoY +44870.00% (+4.5K)	All Managers (Combined)	$230.1K	0.3% ($230.1K/$67.7M)	QoQ -38.99% (-$147.1K) YoY +42360.33% (+$229.6K)
VISA INC.(Vcusip92826C839)	588	QoQ +0.17% (+1) YoY +2252.00% (+563)	All Managers (Combined)	$205.9K	0.3% ($205.9K/$67.7M)	QoQ +11.07% (+$20.5K) YoY +2845.87% (+$198.9K)
(cusip46138E149)✕	4.5K	QoQ +0.02% (-1) YoY +5629.48% (+4.4K)	All Managers (Combined)	$193.4K	0.3% ($193.4K/$67.7M)	QoQ -2.25% (-$4.5K) YoY +5563.71% (+$190.0K)
(IVEcusip464287408)	1.0K	QoQ +0.40% (+4) YoY +4666.66% (+980)	All Managers (Combined)	$190.7K	0.3% ($190.7K/$67.7M)	QoQ +0.20% (+$390) YoY +4675.63% (+$186.7K)
(cusip33740F755)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$187.7K	0.3% ($187.7K/$67.7M)	QoQ NEW(+$187.7K) YoY NEW(+$187.7K)
PFIZER INC(PFEcusip717081103)	6.4K	QoQ +31.45% (+1.5K) YoY +249.64% (+4.5K)	All Managers (Combined)	$161.2K	0.2% ($161.2K/$67.7M)	QoQ +25.57% (+$32.8K) YoY +219.16% (+$110.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	2.6K	QoQ +0.54% (+14) YoY +10716.66% (+2.6K)	All Managers (Combined)	$160.2K	0.2% ($160.2K/$67.7M)	QoQ +4.78% (+$7.3K) YoY +12974.85% (+$158.9K)
(cusip336920103)✕	1.4K	QoQ 0.00% (-0) YoY +2258.33% (+1.4K)	All Managers (Combined)	$158.1K	0.2% ($158.1K/$67.7M)	QoQ -6.49% (-$11.0K) YoY +2386.12% (+$151.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	164	QoQ +9.33% (+14) YoY +720.00% (+144)	All Managers (Combined)	$155.1K	0.2% ($155.1K/$67.7M)	QoQ +12.96% (+$17.8K) YoY +930.20% (+$140.0K)
(cusip92189F817)✕	10.2K	QoQ +114.02% (+5.4K) YoY +1401.32% (+9.5K)	All Managers (Combined)	$127.4K	0.2% ($127.4K/$67.7M)	QoQ +132.66% (+$72.7K) YoY +1247.68% (+$118.0K)
(cusip45409F827)✕	5.3K	QoQ +0.77% (+41) YoY +3.73% (+191)	All Managers (Combined)	$127.0K	0.2% ($127.0K/$67.7M)	QoQ +0.61% (+$779) YoY +1.94% (+$2.4K)
Alphabet Inc.(GOOGcusip02079K107)	803	QoQ 0.00% (-0) YoY +1238.33% (+743)	All Managers (Combined)	$125.5K	0.2% ($125.5K/$67.7M)	QoQ -17.87% (-$27.3K) YoY +1273.89% (+$116.4K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	1.8K	QoQ +2.94% (-51) YoY +6503.70% (+1.8K)	All Managers (Combined)	$125.2K	0.2% ($125.2K/$67.7M)	QoQ -0.11% (-$140) YoY +5129.65% (+$122.8K)
Broadcom Inc.(AVGOcusip11135F101)	738	QoQ +19.22% (-119) YoY NEW(+738)	All Managers (Combined)	$123.6K	0.2% ($123.6K/$67.7M)	QoQ -13.88% (-$19.9K) YoY NEW(+$123.6K)
ORACLE CORP(ORCLcusip68389X105)	879	QoQ +0.22% (-2) YoY +770.29% (+778)	All Managers (Combined)	$122.9K	0.2% ($122.9K/$67.7M)	QoQ -15.91% (-$23.3K) YoY +868.03% (+$110.2K)