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Wiser Advisor Group LLC

All holdings · as of Dec 31, 2025

233 positions

CompanyClassValueShares% of portfolio
GRAIL, Inc.—$8610.0%
Carnival Corp Ltd.—$27590.0%
LUMENTUM HLDGS INC—$36910.0%
Amentum Holdings, Inc.—$377130.0%
Albertsons Companies, Inc.—$458270.0%
HUBSPOT INC—$80320.0%
WISDOMTREE U S—$1.1K190.0%
STATE STREET—$1.1K340.0%
Solstice Advanced Materials Inc.—$1.1K230.0%
Kratos Defense & Security Solutions Inc—$1.2K160.0%
SBA Communications Corp—$1.2K60.0%
PEGASYSTEMS INC—$1.6K260.0%
iShares MSCI UAE ETF—$1.6K180.0%
FISERV INC—$1.7K250.0%
ISHARES GOLD—$2.2K270.0%
ING GROEP—$2.8K980.0%
PINNACLE WEST CAPITAL CORP—$2.9K330.0%
Fidelity National Information Services Inc—$3.1K470.0%
GLACIER BANCORP, INC.—$3.2K720.0%
Camping World Holdings, Inc.—$3.2K3280.0%
HSBC HOLDINGS PLCHSBCADR$3.2K410.0%
Pursuit Attractions & Hospitality, Inc.—$3.4K1000.0%
GENERAL ELECTRIC CO—$3.4K110.0%
Yum China Holdings, Inc.YUMCCommon Stock$3.5K730.0%
SCHWAB INTERMEDIATE—$3.6K1430.0%
VANGUARD EXTENDED—$3.8K180.0%
ISHARES JPMORGAN—$3.8K400.0%
Sony Group CorpSONYADR$3.9K1510.0%
PINTEREST, INC.—$3.9K1500.0%
OCTAVE SPECIALTY GROUP INC—$3.9K5000.0%
ImmunityBio, Inc.IBRXCommon Stock$4.0K2,0000.0%
NATIONAL GRID—$4.2K540.0%
ISHARES CORE—$4.2K910.0%
American Water Works Company, Inc.—$4.4K340.0%
STANLEY BLACK & DECKER, INC.—$4.5K610.0%
FORD MOTOR CO—$4.5K3470.0%
VERIZON COMMUNICATIONS INC—$4.6K1120.0%
CROWN HOLDINGS, INC.—$4.7K450.0%
Duolingo, Inc.—$4.7K270.0%
SCHWAB FUNDAMENTAL—$4.9K1540.0%
RXO, Inc.—$4.9K3870.0%
ISHARES RUSSELL—$4.9K200.0%
VANGUARD MORTGAGE—$5.0K1060.0%
TARGET CORP—$5.8K590.0%
SCHWAB FUNDAMENTAL—$6.3K1390.0%
MICROCHIP TECHNOLOGY INC—$6.6K1040.0%
VANGUARD TOTAL—$6.9K1420.0%
FIRST TRUST—$6.9K700.0%
AT&T INC.—$7.0K2810.0%
Philip Morris International Inc.—$7.3K460.0%
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