Wiser Advisor Group LLC
Top Portfolio Positions
154 positions ·
$44,040,354 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
22,674 | $6,164,153 | 14.00% |
| GOOGL |
Alphabet Inc.
|
15,061 | $4,714,093 | 10.70% |
| LLY |
ELI LILLY & Co
|
4,333 | $4,656,588 | 10.57% |
| AMZN |
Amazon Com Inc
|
13,610 | $3,141,460 | 7.13% |
| META |
Meta Platforms, Inc.
|
3,674 | $2,425,170 | 5.51% |
| MSFT |
Microsoft Corp
Technology
|
4,527 | $2,189,347 | 4.97% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,436 | $2,073,807 | 4.71% |
| NVDA |
Nvidia Corp
Technology
|
10,764 | $2,007,486 | 4.56% |
| WMT |
Walmart Inc.
|
14,839 | $1,653,212 | 3.75% |
| MCD |
Mcdonalds Corp
|
4,594 | $1,404,064 | 3.19% |
Portfolio Trend
Holdings in FC
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $30,405 | 1,812 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $35,170 | 1,812 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $50,047 | 1,812 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $68,094 | 1,812 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,222 | 905 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $34,390 | 905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,530 | 905 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $39,394 | 905 | Shares | Sole | 2024-02-13 | |
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