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Home > Institutional Investor > Wiser Advisor Group Llc > 13F Holdings

Instuitional Investor - Wiser Advisor Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,993 $5,785,201 6.33%
2.
Vanguard S&P
 8,220 $5,645,291 6.18%
3.
Eli Lilly & Co
 LLY 4,279 $5,132,679 5.62%
4.
Alphabet Inc.
 GOOGL 13,675 $4,886,953 5.35%
5.
First Trust
 133,562 $4,879,017 5.34%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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