Wiser Advisor Group LLC
Top Portfolio Positions
160 positions ·
$41,043,127 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
21,854 | $5,546,326 | 13.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,945 | $4,010,024 | 9.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,281 | $3,937,535 | 9.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,389 | $2,788,527 | 6.79% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,509 | $2,007,604 | 4.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,438 | $1,893,802 | 4.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,744 | $1,832,384 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
9,908 | $1,727,955 | 4.21% | |
| MSFT |
Microsoft Corp
Technology
|
4,335 | $1,604,686 | 3.91% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,398 | $1,486,304 | 3.62% |
Portfolio Trend
10 quarters · across all stocks
Holdings in FC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,611 | 1,812 | Shares | Sole | 2026-04-22 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||