Long-term investor
Wiser Advisor Group LLC @wiseradvisorgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011550).
Record
- Tracked since 2025-06-30 (434 days), 120 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months +11.7% · 1 year +21.0% · all +21.0%
- Max drawdown -3.4% · Sharpe 1.13 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.3% · long · since 2025-06-30
- VOO · 6.2% · long · since 2025-06-30
- LLY · 5.6% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2025-06-30
- BUFR · 5.3% · long · since 2025-09-30
- AMZN · 3.8% · long · since 2025-06-30
- HFXI · 3.5% · long · since 2025-06-30
- DTCR · 2.9% · long · since 2025-09-30
- XMHQ · 2.8% · long · since 2025-09-30
- GRID · 2.7% · long · since 2025-06-30
- SCHX · 2.5% · long · since 2025-06-30
- VTV · 2.3% · long · since 2025-06-30