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| Name: |
Wiser Advisor Group LLC |
| City: |
PHOENIX |
| State: |
AZ |
| Zip: |
85028 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
19 |
- |
$627,400.00 |
$1,269,000 |
2 |
1.99% |
184,000 |
0 |
0 |
Property & Casualty I... |
|
|
PZA |
Invesco National AMT-Free M... |
29 |
- |
$23.41 |
$523,000 |
21,930 |
0.82% |
-7,000 |
0 |
0 |
Meat Products |
|
|
TMO |
Thermo Fisher Scientific |
40 |
- |
$567.98 |
$295,000 |
507 |
0.46% |
26,000 |
0 |
0 |
Medical Laboratories ... |
|
|
GOOG |
Alphabet Inc |
59 |
- |
$173.96 |
$122,000 |
800 |
0.19% |
9,000 |
0 |
0 |
Search Engines & Info... |
|
|
CMG |
Chipotle Mexican Grill Inc |
60 |
- |
$3,129.52 |
$119,000 |
41 |
0.19% |
25,000 |
0 |
0 |
Restaurants |
|
|
UNH |
Unitedhealth Group Inc |
69 |
- |
$495.37 |
$88,000 |
177 |
0.14% |
-5,000 |
0 |
0.004 |
Health Care Plans |
|
|
ADBE |
Adobe Systems Inc |
72 |
- |
$444.76 |
$87,000 |
172 |
0.14% |
-16,000 |
0 |
0 |
Application Software |
|
|
QQQM |
Invesco Nasdaq 100 Etf |
73 |
- |
$0.00 |
$87,000 |
478 |
0.14% |
6,000 |
0 |
0 |
N/A |
|
|
HDV |
Ishares High Dividend Equit... |
74 |
- |
$110.06 |
$86,000 |
778 |
0.13% |
7,000 |
0 |
0.001 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
78 |
- |
$115.63 |
$73,000 |
634 |
0.11% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
AKAM |
Akamai Technologies Inc |
79 |
- |
$92.24 |
$71,000 |
655 |
0.11% |
-7,000 |
0 |
0 |
Internet Software & S... |
|
|
MGM |
MGM Resorts International |
80 |
- |
$40.17 |
$60,000 |
1,281 |
0.09% |
3,000 |
0 |
0 |
Gambling/Resorts |
|
|
AXP |
American Express Co |
81 |
- |
$240.00 |
$59,000 |
260 |
0.09% |
10,000 |
0 |
0 |
Credit Services |
|
|
DLTR |
Dollar Tree Stores Inc |
82 |
- |
$117.95 |
$59,000 |
442 |
0.09% |
-4,000 |
0 |
0 |
Discount, Variety Stores |
|
|
DGRO |
iShares Core Dividend Growth |
86 |
- |
$57.59 |
$57,000 |
990 |
0.09% |
4,000 |
0 |
0 |
N/A |
|
|
NEE |
NextEra Energy |
89 |
- |
$80.02 |
$56,000 |
872 |
0.09% |
3,000 |
0 |
0 |
Electric Utilities |
|
|
HON |
Honeywell International Inc |
88 |
- |
$202.19 |
$56,000 |
272 |
0.09% |
-1,000 |
0 |
0 |
Conglomerates |
|
|
XPO |
XPO Logistics Inc |
98 |
- |
$106.98 |
$47,000 |
387 |
0.07% |
13,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
REGN |
Regeneron Pharmaceuticals Inc |
104 |
- |
$980.16 |
$42,000 |
44 |
0.07% |
3,000 |
0 |
0 |
Biotechnology |
|
|
YUM |
YUM! Brands Inc |
110 |
- |
$134.34 |
$38,000 |
275 |
0.06% |
2,000 |
0 |
0 |
Restaurants |
|
|
FC |
Franklin Covey Co |
113 |
- |
$37.00 |
$36,000 |
905 |
0.06% |
-3,000 |
0 |
0 |
Office Supplies |
|
|
VV |
Vanguard Large Cap VIPERS |
118 |
- |
$241.51 |
$33,000 |
139 |
0.05% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
FISV |
Fiserv Inc |
122 |
- |
$149.76 |
$30,000 |
190 |
0.05% |
5,000 |
0 |
0 |
Business Software & S... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
129 |
- |
$86.60 |
$28,000 |
334 |
0.04% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TOL |
Toll Brothers Inc |
130 |
- |
$121.64 |
$28,000 |
217 |
0.04% |
6,000 |
0 |
0 |
Residential Construct... |
|
|
AEE |
Ameren Corp |
132 |
- |
$72.51 |
$25,000 |
337 |
0.04% |
1,000 |
0 |
0 |
Multi Utilities |
|
|
IWW |
iShares Russell 3000 Value |
137 |
- |
$89.21 |
$24,000 |
261 |
0.04% |
2,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
BAC |
Bank of America Corp |
134 |
- |
$39.99 |
$24,000 |
637 |
0.04% |
3,000 |
0 |
0 |
Domestic Money Center... |
|
|
CSX |
CSX Corp |
138 |
- |
$33.75 |
$24,000 |
645 |
0.04% |
2,000 |
0 |
0 |
Railroads |
|
|
CRM |
Salesforce.com Inc |
140 |
- |
$234.44 |
$23,000 |
77 |
0.04% |
3,000 |
0 |
0 |
Internet Software & S... |
|
|
MPC |
Marathon Petroleum Corp |
142 |
- |
$176.61 |
$22,000 |
108 |
0.03% |
6,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
|
ARE |
Alexandria Real Estate Equi... |
143 |
- |
$119.00 |
$22,000 |
170 |
0.03% |
0 |
0 |
0 |
REIT - Office |
|
|
PG |
Procter & Gamble Co |
148 |
- |
$164.54 |
$21,000 |
132 |
0.03% |
2,000 |
0 |
0 |
Cleaning Products |
|
|
GXO |
Gxo Logistics, Inc. |
145 |
- |
$50.23 |
$21,000 |
387 |
0.03% |
-3,000 |
0 |
0 |
N/A |
|
|
TGT |
Target Corp |
147 |
- |
$156.16 |
$21,000 |
116 |
0.03% |
4,000 |
0 |
0 |
Discount, Variety Stores |
|
|
NNN |
National Retail Properties |
149 |
- |
$41.77 |
$20,000 |
462 |
0.03% |
0 |
0 |
0 |
REIT - Retail |
|
|
SBUX |
Starbucks Corp |
157 |
- |
$80.22 |
$17,000 |
187 |
0.03% |
-1,000 |
0 |
0 |
Specialty Eateries |
|
|
ABBV |
Abbvie Inc. |
159 |
- |
$161.24 |
$17,000 |
95 |
0.03% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
VIG |
Vanguard Dividend Appreciat... |
158 |
- |
$180.90 |
$17,000 |
91 |
0.03% |
1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
UBER |
Uber Technologies, Inc |
160 |
- |
$64.56 |
$16,000 |
210 |
0.03% |
3,000 |
0 |
0 |
N/A |
|
|
AVAV |
Aerovironment Inc |
165 |
- |
$202.15 |
$15,000 |
100 |
0.02% |
2,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
|
VLO |
Valero Energy Corp |
176 |
- |
$157.14 |
$12,000 |
71 |
0.02% |
3,000 |
0 |
0 |
Oil & Gas Refining, P... |
|
|
FDX |
Fedex Corp |
174 |
- |
$253.96 |
$12,000 |
40 |
0.02% |
2,000 |
0 |
0 |
AirDelivery & Freight... |
|
|
ANTM |
Anthem Inc |
177 |
- |
$538.48 |
$11,000 |
20 |
0.02% |
1,000 |
0 |
0.015 |
N/A |
|
|
XHS |
SPDR S&P Health Care Servic... |
179 |
- |
$92.02 |
$11,000 |
112 |
0.02% |
1,000 |
0 |
0 |
N/A |
|
|
DASH |
Doordash Inc |
180 |
- |
$110.11 |
$11,000 |
80 |
0.02% |
3,000 |
0 |
0 |
N/A |
|
|
XLB |
SPDR Materials Select Sector |
178 |
- |
$91.53 |
$11,000 |
116 |
0.02% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
KMB |
Kimberly Clark Corp |
182 |
- |
$133.30 |
$11,000 |
83 |
0.02% |
1,000 |
0 |
0 |
Paper & Paper Products |
|
|
CB |
Chubb Ltd (ACE Ltd) |
188 |
- |
$270.82 |
$11,000 |
43 |
0.02% |
1,000 |
0 |
0 |
Property & Casualty I... |
|
|
RKT |
Rock-Tenn Co A |
181 |
- |
$13.90 |
$11,000 |
750 |
0.02% |
0 |
0 |
0 |
Paper & Paper Products |
|
|
SBAC |
SBA Communications Corp |
190 |
- |
$196.68 |
$10,000 |
46 |
0.02% |
-2,000 |
0 |
0 |
Wireless Communications |
|
|
MCHP |
Microchip Technology Inc |
199 |
- |
$97.23 |
$9,000 |
99 |
0.01% |
0 |
0 |
0 |
Semiconductor - Speci... |
|
|
WEC |
WEC Energy Group Inc |
194 |
- |
$81.03 |
$9,000 |
111 |
0.01% |
0 |
0 |
0 |
Multi Utilities |
|
|
VTI |
Vanguard Total Stock Market... |
195 |
- |
$260.44 |
$9,000 |
33 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
CARR |
Carrier Global Corp |
198 |
- |
$63.19 |
$9,000 |
147 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
TSCO |
Tractor Supply Co |
193 |
- |
$285.29 |
$9,000 |
33 |
0.01% |
2,000 |
0 |
0 |
Specialty Retail, Other |
|
|
IUSB |
Ishares Core Total Usd Bond... |
201 |
- |
$0.00 |
$8,000 |
167 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
BX |
Blackstone Group LP |
200 |
- |
$120.62 |
$8,000 |
61 |
0.01% |
0 |
0 |
0 |
Asset Management |
|
|
AMBC |
Ambac Financial Group Inc |
204 |
- |
$17.72 |
$8,000 |
500 |
0.01% |
0 |
0 |
0 |
Surety & Title Insurance |
|
|
TMFC |
Motley Fool 100 Index Etf |
205 |
- |
$0.00 |
$8,000 |
170 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
VGK |
Vanguard European Stock VIPERS |
206 |
- |
$69.85 |
$8,000 |
124 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
RXO |
Rxo, Inc. |
202 |
- |
$20.41 |
$8,000 |
387 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
|
FNDX |
Schwab Fundamental US Large... |
208 |
- |
$66.86 |
$7,000 |
104 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
NKE |
Nike Inc B |
209 |
- |
$95.05 |
$7,000 |
76 |
0.01% |
-1,000 |
0 |
0 |
Textile - Apparel Foo... |
|
|
DIA |
Diamonds Trust |
211 |
- |
$387.53 |
$6,000 |
16 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
DUOL |
Duolingo, Inc. |
217 |
- |
$191.40 |
$6,000 |
27 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
SWK |
Stanley Black & Decker Inc |
212 |
- |
$87.17 |
$6,000 |
56 |
0.01% |
1,000 |
0 |
0 |
Small Tools & Accesso... |
|
|
BRK.B |
Berkshire Hathaway B |
215 |
- |
$414.40 |
$6,000 |
14 |
0.01% |
1,000 |
0 |
0 |
Property & Casualty I... |
|
|
ABNB |
Airbnb, Inc. |
213 |
- |
$144.93 |
$6,000 |
36 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
AFL |
AFLAC Inc |
214 |
- |
$89.87 |
$6,000 |
75 |
0.01% |
0 |
0 |
0 |
Life & Health Insurance |
|
|
JAMF |
Jamf Holding Corp. |
210 |
- |
$15.92 |
$6,000 |
313 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
IDXX |
Idexx Laboratories Inc |
220 |
- |
$496.95 |
$5,000 |
10 |
0.01% |
-1,000 |
0 |
0 |
Diagnostic Substances |
|
|
CAG |
ConAgra Foods Inc |
219 |
- |
$29.88 |
$5,000 |
160 |
0.01% |
0 |
0 |
0 |
Food - Major Diversified |
|
|
GILD |
Gilead Sciences Inc |
225 |
- |
$64.27 |
$5,000 |
67 |
0.01% |
0 |
0 |
0 |
Biotechnology |
|
|
RBLX |
Roblox Corp |
218 |
- |
$0.00 |
$5,000 |
138 |
0.01% |
-1,000 |
0 |
0 |
N/A |
|
|
VXF |
Vanguard Extended Market VI... |
226 |
- |
$169.62 |
$4,000 |
23 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
PM |
Philip Morris International... |
229 |
- |
$101.38 |
$4,000 |
42 |
0.01% |
0 |
0 |
0 |
Cigarettes & Other To... |
|
|
TTWO |
Take-Two Interactive |
228 |
- |
$160.36 |
$4,000 |
27 |
0.01% |
0 |
0 |
0 |
Technical & System So... |
|
|
FNDA |
Schwab Fundamental Us Small... |
232 |
- |
$56.21 |
$4,000 |
75 |
0.01% |
0 |
0 |
0 |
N/A |
|
|
SOFI |
SoFi Technologies, Inc |
227 |
- |
$6.90 |
$4,000 |
590 |
0.01% |
-2,000 |
0 |
0 |
N/A |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
234 |
- |
$100.46 |
$4,000 |
38 |
0.01% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
CCK |
Crown Holdings Inc |
235 |
- |
$84.19 |
$4,000 |
44 |
0.01% |
0 |
0 |
0 |
Packaging & Containers |
|
|
VMBS |
Vanguard Mortgage-Backed S |
233 |
- |
$44.97 |
$4,000 |
97 |
0.01% |
-1,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
CTVA |
Corteva, Inc. |
237 |
- |
$55.94 |
$4,000 |
63 |
0.01% |
1,000 |
0 |
0 |
N/A |
|
|
AWK |
American Water Works Compan... |
236 |
- |
$130.77 |
$4,000 |
32 |
0.01% |
0 |
0 |
0 |
Multi Utilities |
|
|
REYN |
Reynolds Consumer Products ... |
242 |
- |
$28.44 |
$3,000 |
106 |
0% |
0 |
0 |
0 |
N/A |
|
|
OKTA |
Okta, Inc. |
244 |
- |
$88.68 |
$3,000 |
24 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
FIS |
Fidelity National Information |
256 |
- |
$75.88 |
$3,000 |
45 |
0% |
0 |
0 |
0 |
Business Services |
|
|
GUNR |
FlexShares Global Upstream ... |
239 |
- |
$42.55 |
$3,000 |
64 |
0% |
0 |
0 |
0 |
N/A |
|
|
CCL |
Carnival Corp |
243 |
- |
$15.08 |
$3,000 |
214 |
0% |
-1,000 |
0 |
0 |
Sporting and Park Ent... |
|
|
ACN |
Accenture Plc |
240 |
- |
$282.29 |
$3,000 |
10 |
0% |
-1,000 |
0 |
0 |
Management Services |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
254 |
- |
$131.43 |
$3,000 |
23 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
BCS |
Barclays Plc (ADR) |
245 |
- |
$11.35 |
$3,000 |
291 |
0% |
1,000 |
0 |
0 |
Foreign Money Center ... |
|
|
BABA |
Alibaba Group Holding Limited |
263 |
- |
$78.34 |
$2,000 |
23 |
0% |
0 |
0 |
0 |
N/A |
|
|
PNW |
Pinnacle West Capital Corp |
269 |
- |
$78.86 |
$2,000 |
33 |
0% |
0 |
0 |
0 |
Electric Utilities |
|
|
VAC |
Marriott Vacations Worldwid... |
277 |
- |
$90.27 |
$2,000 |
17 |
0% |
1,000 |
0 |
0 |
Gambling/Resorts |
|
|
PUBM |
Pubmatic, Inc. |
261 |
- |
$0.00 |
$2,000 |
100 |
0% |
0 |
0 |
0 |
N/A |
|
|
FNDC |
Schwab Fundamental Internat... |
270 |
- |
$35.99 |
$2,000 |
68 |
0% |
0 |
0 |
0 |
N/A |
|
|
WPPGY |
WPP Plc (ADR) |
268 |
- |
$52.34 |
$2,000 |
47 |
0% |
0 |
0 |
0 |
Advertising Agencies |
|
|
DKNG |
Draftkings Inc Class A |
258 |
- |
$0.00 |
$2,000 |
40 |
0% |
1,000 |
0 |
0 |
N/A |
|
