Wiser Advisor Group LLC
Top Portfolio Positions
159 positions ·
$40,374,164 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
21,854 | $5,546,326 | 13.74% |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,945 | $4,010,024 | 9.93% |
| LLY |
ELI LILLY & Co
Healthcare
|
4,281 | $3,937,535 | 9.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,389 | $2,788,527 | 6.91% |
| META |
Meta Platforms, Inc.
Communication Services
|
3,509 | $2,007,604 | 4.97% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
6,438 | $1,893,802 | 4.69% |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,744 | $1,832,384 | 4.54% |
| NVDA |
Nvidia Corp
Technology
|
9,908 | $1,727,955 | 4.28% |
| MSFT |
Microsoft Corp
Technology
|
4,335 | $1,604,686 | 3.97% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,398 | $1,486,304 | 3.68% |
Holdings in KIM
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,458 | 955 | Shares | Sole | 2026-04-22 | |
| No quarters match your search. | ||||||