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  Name: Wiser Advisor Group LLC
  City: PHOENIX
  State: AZ
  Zip: 85028
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $63,836,000
  Total Value Change : $3,706,000
  Securities Held Change : 2
   
All Securities Held : 305
  New Positions : 8
  Closed Positions : 6
  Increased Positions : 95
  Unchanged Positions : 128
  Decreased Positions : 74

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 173 New $4.60 $12,000 255 0.02% 12,000 255 0    Closed - End Fund - Debt
   (UMC)1 Year Chart         UMC United Microelectronics Cor... 187 New $8.18 $11,000 1,400 0.02% 11,000 1,400 0    Semiconductor - Integ...
   (SQM)1 Year Chart         SQM Chemical & Mining Co Of Chi... 186 New $47.85 $11,000 225 0.02% 11,000 225 0    Synthetics
   (PFFA)1 Year Chart         PFFA Virtus Infracap Us Preferre... 185 New $0.00 $11,000 508 0.02% 11,000 508 0    N/A
   (BXMT)1 Year Chart         BXMT Blackstone Mortgage Trust Inc 191 New $18.36 $10,000 500 0.02% 10,000 500 0    REIT - Diversified
   (KSA)1 Year Chart         KSA Ishares Msci Saudi Arabia Etf 196 New $42.55 $9,000 200 0.01% 9,000 200 0    N/A
   (EPI)1 Year Chart         EPI WisdomTree India Earnings 290 New $45.65 $1,000 25 0% 1,000 25 0    Closed - End Fund - E...
   (NTSX)1 Year Chart         NTSX Wisdomtree 90/60 Us Balance... 298 New $0.00 $0 4 0% 0 4 0    N/A

      8 Records Found
  1    
Page 1 of 1
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