Wiser Advisor Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $6.16M | 7.0% |
| VANGUARD S&P | $5.28M | 6.0% |
| Alphabet Inc. | $4.71M | 5.4% |
| ELI LILLY & Co | $4.66M | 5.3% |
| Amazon.com Inc | $3.14M | 3.6% |
| PROFESSIONALLY MANAGED | $2.81M | 3.2% |
| NYLI FTSE | $2.74M | 3.1% |
| Meta Platforms Inc | $2.42M | 2.8% |
| INVESCO S&P | $2.31M | 2.6% |
| MICROSOFT CORP | $2.19M | 2.5% |
| VANGUARD TOTAL | $2.09M | 2.4% |
| SCHWAB US | $2.08M | 2.4% |
| JPMORGAN CHASE & CO | $2.07M | 2.4% |
| VANGUARD GROWTH | $2.03M | 2.3% |
| VANGUARD VALUE | $2.03M | 2.3% |
| NVIDIA Corp | $2.01M | 2.3% |
| FIRST TRUST | $1.95M | 2.2% |
| HARTFORD MUN | $1.84M | 2.1% |
| GLOBAL X | $1.82M | 2.1% |
| VANGUARD SMALL | $1.80M | 2.1% |
| FIRST TRUST | $1.78M | 2.0% |
| Walmart Inc. | $1.65M | 1.9% |
| BERKSHIRE HATHAWAY | $1.51M | 1.7% |
| MCDONALD'S CORP | $1.40M | 1.6% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $1.35M | 1.5% |
| HOME DEPOT, INC. | $1.31M | 1.5% |
| XTRACKERS USD | $1.28M | 1.5% |
| GLOBAL X | $1.26M | 1.4% |
| SCHWAB US | $1.14M | 1.3% |
| COCA COLA CO | $1.10M | 1.3% |
| VANGUARD REAL | $883.8K | 1.0% |
| Prologis Inc | $844.6K | 1.0% |
| FIRST TRUST | $830.9K | 1.0% |
| FERRARI NV | $784.4K | 0.9% |
| Warren E. Buffett | $727.8K | 0.8% |
| AMPLIFY CWP | $637.4K | 0.7% |
| ROYAL CARIBBEAN CRUISES LTD | $623.4K | 0.7% |
| Zoom Communications, Inc. | $622.3K | 0.7% |
| SPDR DOW | $571.3K | 0.7% |
| Tesla Inc | $554.1K | 0.6% |
| ISHARES CORE | $441.2K | 0.5% |
| VANGUARD INTERMEDIATE | $428.7K | 0.5% |
| TC ENERGY | $401.1K | 0.5% |
| ISHARES CORE | $393.7K | 0.5% |
| INVESCO NATIONAL | $386.9K | 0.4% |
| NOVO NORDISK | $386.8K | 0.4% |
| INVESCO QQQ | $379.4K | 0.4% |
| INVESCO PFD | $304.1K | 0.3% |
| Broadcom Inc. | $255.8K | 0.3% |
| Alphabet Inc. | $252.8K | 0.3% |