HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
25,141 | +25,141 | $4,840 |
| AAPL | 25,141 | +25,141 | $4,840 |
| VANGUARD S&P (VOO) |
10,440 | +10,440 | $4,560 |
| VOO | 10,440 | +10,440 | $4,560 |
| FIRST TRUST (FMB) |
81,087 | +81,087 | $4,189 |
| FMB | 81,087 | +81,087 | $4,189 |
| VANGUARD TOTAL (BND) |
42,129 | +42,129 | $3,099 |
| BND | 42,129 | +42,129 | $3,099 |
| VANGUARD SMALL (VB) |
10,195 | +10,195 | $2,175 |
| VB | 10,195 | +10,195 | $2,175 |
| INDEXIQ IQ (HFXI) |
84,529 | +84,529 | $2,102 |
| HFXI | 84,529 | +84,529 | $2,102 |
| VANGUARD VALUE (VTV) |
12,862 | +12,862 | $1,923 |
| VTV | 12,862 | +12,862 | $1,923 |
| VANGUARD GROWTH (VUG) |
6,124 | +6,124 | $1,904 |
| VUG | 6,124 | +6,124 | $1,904 |
| AMAZON COM |
11,577 | +11,577 | $1,759 |
| AMZN | 11,577 | +11,577 | $1,759 |
| ALPHABET INC |
11,345 | +11,345 | $1,585 |
| GOOGL | 11,345 | +11,345 | $1,585 |
| INVESCO S&P |
17,716 | +17,716 | $1,572 |
| XMHQ | 17,716 | +17,716 | $1,572 |
| FIRST TRUST (FPE) |
88,305 | +88,305 | $1,489 |
| FPE | 88,305 | +88,305 | $1,489 |
| PROLOGIS INC |
10,488 | +10,488 | $1,398 |
| PLD | 10,488 | +10,488 | $1,398 |
| X TRACKERS |
35,876 | +35,876 | $1,275 |
| HYLB | 35,876 | +35,876 | $1,275 |
| SCHWAB US |
22,338 | +22,338 | $1,260 |
| SCHX | 22,338 | +22,338 | $1,260 |
| MICROSOFT CORP |
3,260 | +3,260 | $1,226 |
| MSFT | 3,260 | +3,260 | $1,226 |
| JPMORGAN CHASE |
7,052 | +7,052 | $1,199 |
| JPM | 7,052 | +7,052 | $1,199 |
| HOME DEPOT |
3,345 | +3,345 | $1,159 |
| HD | 3,345 | +3,345 | $1,159 |
| MCDONALDS CORP |
3,701 | +3,701 | $1,097 |
| MCD | 3,701 | +3,701 | $1,097 |
 BERKSHIRE HATHAWAY |
$1,090 | ||
| BRK.A | 2 | +2 | $1,085 |
| BRK.B | 14 | +14 | $5 |
| META PLATFORMS |
2,981 | +2,981 | $1,055 |
| META | 2,981 | +2,981 | $1,055 |
| SCHWAB US |
21,306 | +21,306 | $1,006 |
| SCHA | 21,306 | +21,306 | $1,006 |
| ZOETIS INC |
4,696 | +4,696 | $927 |
| ZTS | 4,696 | +4,696 | $927 |
| COCA COLA COMPANY |
13,963 | +13,963 | $823 |
| KO | 13,963 | +13,963 | $823 |
| WALMART INC |
4,703 | +4,703 | $741 |
| WMT | 4,703 | +4,703 | $741 |
| VANGUARD INTERMEDIATE (VCIT) |
8,052 | +8,052 | $654 |
| VCIT | 8,052 | +8,052 | $654 |
| INVESCO NATIONAL |
21,930 | +21,930 | $530 |
| PZA | 21,930 | +21,930 | $530 |
| FIRST TRUST (KNG) |
9,713 | +9,713 | $502 |
| KNG | 9,713 | +9,713 | $502 |
| VANGUARD REAL (VNQ) |
5,156 | +5,156 | $456 |
| VNQ | 5,156 | +5,156 | $456 |
| WALT DISNEY |
4,959 | +4,959 | $448 |
| DIS | 4,959 | +4,959 | $448 |
| VANECK HIGH |
7,968 | +7,968 | $411 |
| HYD | 7,968 | +7,968 | $411 |
| ABBOTT LABORATORIES |
3,394 | +3,394 | $374 |
| ABT | 3,394 | +3,394 | $374 |
| ISHARES CORE (IJR) |
3,437 | +3,437 | $372 |
| IJR | 3,437 | +3,437 | $372 |
| GLOBAL X |
8,329 | +8,329 | $369 |
| MLPA | 8,329 | +8,329 | $369 |
| INVESCO PFD |
31,510 | +31,510 | $361 |
| PGX | 31,510 | +31,510 | $361 |
| JACOBS SOLUTIONS |
2,680 | +2,680 | $348 |
| J | 2,680 | +2,680 | $348 |
| YUM CHINA |
7,210 | +7,210 | $306 |
| YUMC | 7,210 | +7,210 | $306 |
| VERIZON COMMUNICATIONS |
7,812 | +7,812 | $295 |
| VZ | 7,812 | +7,812 | $295 |
| DUKE ENERGY |
2,836 | +2,836 | $275 |
| DUK | 2,836 | +2,836 | $275 |
| FERRARI NV |
810 | +810 | $274 |
| RACE | 810 | +810 | $274 |
| THERMO FISHER |
507 | +507 | $269 |
| TMO | 507 | +507 | $269 |
| CISCO SYSTEMS |
5,228 | +5,228 | $264 |
| CSCO | 5,228 | +5,228 | $264 |
| INVESCO QQQ |
599 | +599 | $245 |
| QQQ | 599 | +599 | $245 |
| TESLA INC |
965 | +965 | $240 |
| TSLA | 965 | +965 | $240 |
| PROSHARES TR (PAWZ) |
4,497 | +4,497 | $237 |
| PAWZ | 4,497 | +4,497 | $237 |
| FIRST TRUST (FPX) |
2,393 | +2,393 | $230 |
| FPX | 2,393 | +2,393 | $230 |
| ILLUMINA INC |
1,537 | +1,537 | $214 |
| ILMN | 1,537 | +1,537 | $214 |
| PGIM ULTRA |
4,199 | +4,199 | $207 |
| PULS | 4,199 | +4,199 | $207 |
| EXCHANGE TRADED (ROBO) |
3,515 | +3,515 | $201 |
| ROBO | 3,515 | +3,515 | $201 |
| PFIZER INC |
6,834 | +6,834 | $197 |
| PFE | 6,834 | +6,834 | $197 |
See Full List: All Stocks Held By Wiser Advisor Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Wiser Advisor Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $60,130 At 09/30/2023: $0 Wiser Advisor Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wiser Advisor Group LLC 13F filings. Link to 13F filings: SEC filings |
