Wiser Advisor Group LLC Top Holdings and 13F Report (2024) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Wiser Advisor Group LLCInvestment ActivityWiser Advisor Group LLC has $63.84 million in total holdings as of December 31, 2023.Wiser Advisor Group LLC owns shares of 305 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Wiser Advisor Group LLC has purchased 303 new stocks and bought additional shares in 95 stocks.Wiser Advisor Group LLC sold shares of 74 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $5,046,423Apple $4,453,892First Trust Managed Municipal ETF $3,758,027Vanguard Total Bond Market ETF $2,931,898Vanguard Small-Cap ETF $2,317,461 Largest New Holdings this Quarter Alerian MLP ETF $12,103 HoldingUnited Microelectronics $11,326 HoldingSociedad Química y Minera de Chile $11,061 HoldingVirtus InfraCap U.S. Preferred Stock ETF $10,643 HoldingBlackstone Mortgage Trust $9,955 Holding Largest Purchases this Quarter Eli Lilly and Company 1,413 shares (about $1.10M)Walmart 8,943 shares (about $538.86K)NVIDIA 348 shares (about $314.45K)iShares Core S&P 500 ETF 334 shares (about $176.07K)Amazon.com 907 shares (about $163.60K) Largest Sales this Quarter Zoetis 4,606 shares (about $779.74K)First Trust Managed Municipal ETF 7,924 shares (about $407.02K)Walt Disney 1,244 shares (about $152.50K)Vanguard Total Bond Market ETF 1,787 shares (about $129.87K)Cisco Systems 2,331 shares (about $116.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWiser Advisor Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$5,046,423$27,403 ▲0.5%10,4977.9%ETFAAPLApple$4,453,892$140,015 ▲3.2%25,9577.0%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$3,758,027$407,017 ▼-9.8%73,1635.9%ManufacturingBNDVanguard Total Bond Market ETF$2,931,898$129,872 ▼-4.2%40,3424.6%ETFVBVanguard Small-Cap ETF$2,317,461$17,636 ▼-0.8%10,1183.6%ETFHFXIIQ FTSE International Equity Currency Neutral ETF$2,261,269$7,461 ▼-0.3%84,2513.5%ETFAMZNAmazon.com$2,251,867$163,605 ▲7.8%12,4843.5%Retail/WholesaleVTVVanguard Value ETF$2,036,152$59,638 ▼-2.8%12,4963.2%ETFVUGVanguard Growth ETF$2,030,875$77,104 ▼-3.7%5,9003.2%ETFXMHQInvesco S&P MidCap Quality ETF$1,936,680$15,538 ▼-0.8%17,5753.0%ETFGOOGLAlphabet$1,734,039$21,734 ▲1.3%11,4892.7%Computer and TechnologyMETAMeta Platforms$1,489,893$41,305 ▲2.9%3,0662.3%Computer and TechnologyFPEFirst Trust Preferred Securities and Income ETF$1,484,945$45,102 ▼-2.9%85,7022.3%ETFMSFTMicrosoft$1,452,141$77,582 ▲5.6%3,4442.3%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,381,885$5,777 ▼-0.4%22,2452.2%ETFPLDPrologis$1,375,887$10,028 ▲0.7%10,5652.2%FinanceJPMJPMorgan Chase & Co.$1,369,499$47,834 ▼-3.4%6,8142.1%FinanceHYLBX-trackers USD High Yield Corporate Bond ETF$1,316,537$34,520 ▲2.7%36,8422.1%ETFBRK.ABerkshire Hathaway$1,268,8800.0%22.0%FinanceHDHome Depot$1,263,683$26,616 ▼-2.1%3,2762.0%Retail/WholesaleLLYEli Lilly and Company$1,127,200$1,100,714 ▲4,155.9%1,4471.8%MedicalMCDMcDonald's$1,042,897$5,951 ▼-0.6%3,6801.6%Retail/WholesaleSCHASchwab US Small-Cap ETF$1,042,619$6,896 ▼-0.7%21,1661.6%ETFKOCoca-Cola$840,503$15,198 ▼-1.8%13,7151.3%Consumer StaplesWMTWalmart$822,235$538,857 ▲190.2%13,6461.3%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$640,502$9,854 ▼-1.5%7,9301.0%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$543,991$21,103 ▲4.0%10,1050.9%ETFMLPAGlobal X MLP ETF$523,115$120,507 ▲29.9%10,8220.8%ETFPZAInvesco National AMT-Free Municipal Bond ETF$522,5920.0%21,9300.8%ETFVNQVanguard Real Estate ETF$467,601$19,802 ▲4.4%5,3840.7%ETFDISWalt Disney$455,402$152,495 ▼-25.1%3,7150.7%Consumer DiscretionaryNVDANVIDIA$436,440$314,454 ▲257.8%4830.7%Computer and TechnologyJJacobs Solutions$399,555$13,725 ▼-3.3%2,5910.6%Business ServicesABTAbbott Laboratories$382,174$4,327 ▼-1.1%3,3560.6%MedicalIJRiShares Core S&P Small-Cap ETF$381,001$995 ▲0.3%3,4460.6%ETFRACEFerrari$380,146$27,029 ▲7.7%8720.6%Auto/Tires/TrucksHYDVanEck High Yield Muni ETF$376,372$40,436 ▼-9.7%7,1950.6%ETFPGXInvesco Preferred ETF$374,784$440 ▲0.1%31,5470.6%ETFVZVerizon Communications$330,712$2,312 ▲0.7%7,8670.5%Computer and TechnologyTMOThermo Fisher Scientific$294,8960.0%5070.5%MedicalYUMCYum China$281,865$5,419 ▼-1.9%7,0740.4%Retail/WholesaleDUKDuke Energy$277,574$1,751 ▲0.6%2,8540.4%UtilitiesQQQInvesco QQQ$266,588$444 ▲0.2%6000.4%FinanceIVViShares Core S&P 500 ETF$261,473$176,073 ▲206.2%4960.4%ETFFPXFirst Trust US Equity Opportunities ETF$250,609$2,646 ▼-1.0%2,3680.4%ETFTSLATesla$240,834$71,195 ▲42.0%1,3700.4%Auto/Tires/TrucksBLOKAmplify Transformational Data Sharing ETF$224,802$7,492 ▼-3.2%6,1510.4%ETFPAWZProShares Pet Care ETF$219,209$5,190 ▼-2.3%4,3930.3%ETFPULSPGIM Ultra Short Bond ETF$211,783$3,082 ▲1.5%4,2610.3%ETFROBOROBO Global Robotics & Automation ETF$206,782$587 ▲0.3%3,5250.3%ETFPSCHInvesco S&P SmallCap Health Care ETF$196,444$1,225 ▼-0.6%4,4900.3%ETFPFEPfizer$189,405$361 ▼-0.2%6,8210.3%MedicalVVisa$180,105$6,992 ▲4.0%6440.3%Business ServicesRCLRoyal Caribbean Cruises$168,063$5,560 ▼-3.2%1,2090.3%Consumer DiscretionaryILMNIllumina$167,944$43,119 ▼-20.4%1,2230.3%MedicalIVEiShares S&P 500 Value ETF$147,932$144,005 ▲3,666.7%7910.2%ETFCSCOCisco Systems$144,914$116,601 ▼-44.6%2,8970.2%Computer and TechnologyMMITIQ MacKay Shields Municipal Intermediate ETF$124,582$1,122 ▲0.9%5,1070.2%ETFGOOGAlphabet$121,8080.0%8000.2%Computer and TechnologyCMGChipotle Mexican Grill$119,1780.0%410.2%Retail/WholesaleCOSTCostco Wholesale$109,383$1,478 ▲1.4%1480.2%Retail/WholesaleORCLOracle$109,248$251 ▲0.2%8690.2%Computer and TechnologyLOWLowe's Companies$104,530$510 ▲0.5%4100.2%Retail/WholesaleWMWaste Management$101,603$213 ▲0.2%4760.2%Business ServicesJNJJohnson & Johnson$95,526$317 ▲0.3%6030.1%MedicalCOINCoinbase Global$91,731$2,121 ▼-2.3%3460.1%FinanceAMTAmerican Tower$91,452$594 ▲0.7%4620.1%FinanceALLAllstate$90,560$519 ▲0.6%5230.1%FinanceUNHUnitedHealth Group$88,0460.0%1770.1%MedicalFEZSPDR EURO STOXX 50 ETF$88,020$105 ▲0.1%1,6740.1%ETFQQQMInvesco NASDAQ 100 ETF$87,3260.0%4780.1%ETFADBEAdobe$86,7910.0%1720.1%Computer and TechnologyCPCanadian Pacific Kansas City$86,786$6,193 ▲7.7%9810.1%TransportationHDViShares Core High Dividend ETF$85,7430.0%7780.1%ETFVEAVanguard FTSE Developed Markets ETF$82,848$151 ▲0.2%1,6490.1%ETFMRKMerck & Co., Inc.$81,645$396 ▲0.5%6180.1%MedicalRTXRTX$75,040$293 ▲0.4%7680.1%AerospaceITOTiShares Core S&P Total U.S. Stock Market ETF$73,1010.0%6340.1%ETFAKAMAkamai Technologies$71,2380.0%6550.1%Computer and TechnologyMGMMGM Resorts International$60,4750.0%1,2810.1%Consumer DiscretionaryWELLWelltower$59,445$281 ▲0.5%6350.1%FinanceAXPAmerican Express$59,3710.0%2600.1%FinanceDLTRDollar Tree$58,8520.0%4420.1%Retail/WholesaleSYKStryker$58,324$360 ▼-0.6%1620.1%MedicalCVSCVS Health$58,070$479 ▲0.8%7280.1%Retail/WholesaleDGROiShares Core Dividend Growth ETF$57,4790.0%9900.1%ETFHONHoneywell International$56,1250.0%2720.1%Multi-Sector ConglomeratesADMArcher-Daniels-Midland$55,856$440 ▲0.8%8890.1%Consumer StaplesNEENextEra Energy$55,7300.0%8720.1%UtilitiesMDLZMondelez International$55,441$350 ▲0.6%7920.1%Consumer StaplesEQIXEquinix$53,623$838 ▼-1.5%640.1%FinanceCVXChevron$53,320$631 ▲1.2%3380.1%Oils/EnergyNFLXNetflix$52,232$10,932 ▲26.5%860.1%Consumer DiscretionaryAVBAvalonBay Communities$51,643$186 ▲0.4%2770.1%FinanceMARMarriott International$50,673$253 ▼-0.5%2000.1%Consumer DiscretionaryUPSUnited Parcel Service$50,410$298 ▲0.6%3380.1%TransportationORealty Income$49,603$650 ▲1.3%9160.1%FinanceXPOXPO$47,2260.0%3870.1%TransportationUDRUDR$46,376$487 ▲1.1%1,2390.1%FinanceHSTHost Hotels & Resorts$45,288$993 ▲2.2%2,1890.1%FinanceShowing largest 100 holdings. 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