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Home > Institutional Investor > Wiser Advisor Group Llc > Profile

Instuitional Investor - Wiser Advisor Group Llc

Fund Profile
Filing Period:
Fund Name: Wiser Advisor Group Llc
Portfolio Value $67,725,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 25,420 $5,646,620 8.34%
2.
Vanguard S&P
 9,325 $4,792,220 7.08%
3.
Eli Lilly & Co
 LLY 4,222 $3,487,050 5.15%
4.
Amazon Com Inc
 AMZN 13,091 $2,490,690 3.68%
5.
Indexiq Etf Trust
 82,636 $2,274,144 3.36%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)