Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024

Wiser Advisor Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.37B, Vanguard Index Fds S&P 500 ETF with a value of $5.24B, First Tr Exchange Traded Fd Ii with a value of $2.97B, Vanguard Bd Index Fd Inc Total with a value of $2.43B, and Amazon Com Inc with a value of $2.37B.

Examining the 13F form we can see an decrease of $240M in the current position value, from $63.8B to 63.6B.

Wiser Advisor Group LLC is based out at Phoenix, AZ

Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $63.6 Billion
ETFs: $32.5 Billion
Technology: $8.31 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.59 Billion
Financial Services: $3.2 Billion
Healthcare: $2.78 Billion
Consumer Defensive: $2.16 Billion
Real Estate: $2.16 Billion
Other: $1.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$5.37 Billion 8.44% of portfolio
25,492
Q2 2024 Reduced 1.79%
$0
$5.24 Billion 8.24% of portfolio
10,474
Q2 2024 Reduced 0.22%
$0
$2.97 Billion 4.67% of portfolio
58,222
Q2 2024 Reduced 20.42%
$0
$2.43 Billion 3.82% of portfolio
33,720
Q2 2024 Reduced 16.41%
$1.9T
$2.37 Billion 3.73% of portfolio
12,277
Q2 2024 Reduced 1.66%
$0
$2.26 Billion 3.55% of portfolio
84,553
Q2 2024 Added 0.36%
$0
$2.18 Billion 3.43% of portfolio
5,830
Q2 2024 Reduced 1.19%
$0
$2.17 Billion 3.42% of portfolio
9,964
Q2 2024 Reduced 1.52%
$1.03T
$2.1 Billion 3.3% of portfolio
11,522
Q2 2024 Added 0.29%
$0
$1.97 Billion 3.1% of portfolio
12,272
Q2 2024 Reduced 1.79%
$0
$1.92 Billion 3.02% of portfolio
19,770
Q2 2024 Added 12.49%
$3.03T
$1.58 Billion 2.48% of portfolio
3,532
Q2 2024 Added 2.56%
$1.27T
$1.57 Billion 2.47% of portfolio
3,110
Q2 2024 Added 1.44%
$0
$1.43 Billion 2.25% of portfolio
22,227
Q2 2024 Reduced 0.08%
$651B
$1.4 Billion 2.2% of portfolio
6,929
Q2 2024 Added 1.69%
$788B
$1.34 Billion 2.11% of portfolio
1,481
Q2 2024 Added 2.35%
$0
$1.26 Billion 1.98% of portfolio
72,427
Q2 2024 Reduced 15.49%
$406B
$1.22 Billion 1.93% of portfolio
2
Q4 2023 New
$403B
$1.2 Billion 1.89% of portfolio
3,489
Q2 2024 Added 6.5%
$104B
$1.2 Billion 1.88% of portfolio
10,657
Q2 2024 Added 0.87%
$215B
$1.07 Billion 1.68% of portfolio
4,205
Q2 2024 Added 14.27%
$0
$990 Million 1.56% of portfolio
20,862
Q2 2024 Reduced 1.44%
$222B
$916 Million 1.44% of portfolio
13,534
Q2 2024 Reduced 0.82%
$282B
$853 Million 1.34% of portfolio
13,404
Q2 2024 Reduced 2.27%
$0
$596 Million 0.94% of portfolio
12,296
Q2 2024 Added 13.62%
$0
$574 Million 0.9% of portfolio
6,850
Q2 2024 Added 27.23%
$0
$519 Million 0.82% of portfolio
21,930
Q4 2023 New
$0
$521 Million 0.82% of portfolio
6,525
Q2 2024 Reduced 17.72%
$331B
$462 Million 0.73% of portfolio
3,739
Q2 2024 Added 674.12%
$0
$447 Million 0.7% of portfolio
8,845
Q2 2024 Reduced 12.47%
$0
$403 Million 0.63% of portfolio
738
Q2 2024 Added 48.79%
$87B
$393 Million 0.62% of portfolio
964
Q2 2024 Added 10.55%
$0
$380 Million 0.6% of portfolio
3,566
Q2 2024 Added 3.48%
$0
$367 Million 0.58% of portfolio
7,101
Q2 2024 Reduced 1.31%
$0
$365 Million 0.57% of portfolio
31,586
Q2 2024 Added 0.12%
$175B
$348 Million 0.55% of portfolio
3,506
Q2 2024 Reduced 5.63%
$199B
$341 Million 0.54% of portfolio
3,277
Q2 2024 Reduced 2.35%
$177B
$309 Million 0.49% of portfolio
7,486
Q2 2024 Reduced 4.84%
Jacobs Solutions
-
$308 Million 0.48% of portfolio
-
Q2 2024 Reduced 14.94%
$88.8B
$308 Million 0.48% of portfolio
3,069
Q2 2024 Added 7.53%
$214B
$273 Million 0.43% of portfolio
495
Q2 2024 Reduced 2.37%
$789B
$274 Million 0.43% of portfolio
1,384
Q2 2024 Added 1.02%
$0
$260 Million 0.41% of portfolio
543
Q2 2024 Reduced 9.5%
$0
$230 Million 0.36% of portfolio
2,315
Q2 2024 Reduced 2.24%
$0
$210 Million 0.33% of portfolio
3,895
Q2 2024 Reduced 11.34%
$0
$210 Million 0.33% of portfolio
5,930
Q2 2024 Reduced 3.59%
$0
$190 Million 0.3% of portfolio
4,467
Q2 2024 Reduced 0.51%
$52.6B
$189 Million 0.3% of portfolio
1,187
Q2 2024 Reduced 1.82%
$0
$186 Million 0.29% of portfolio
3,370
Q2 2024 Reduced 4.4%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $63.6 Billion
  • Prior Value $63.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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