Wiser Advisor Group LLC Purchases in Q3 2025

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
22.1K
New
$98.53 - $107.1 $2.18M - $2.37M
22.1K $2.32B
HMOP
Hartford Fds Exchange Traded T

ETFs
46.9K
New
$37.94 - $39.14 $1.78M - $1.83M
46.9K $1.83B
VPN
Global X Fds Data Ctr Reits &

ETFs
82.9K
New
N/A
82.9K $1.7B
MLPA
Global X Mlp ETF

ETFs
26.5K
New
$48.25 - $51.56 $1.28M - $1.37M
26.5K $1.28B
GOOGL
Alphabet Inc.

Communication Services
403
+ 2.77%
$174.36 - $254.72 $70.3K - $103K
14.9K $3.63B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.8K
New
$31.79 - $33.42 $663K - $697K
20.8K $697M
ZM
Zoom Video Communications, Inc.

Technology
7.19K
New
$69.77 - $86.83 $501K - $624K
7.19K $593M
NVO
Novo Nordisk A S

Healthcare
8.19K
New
$45.38 - $71.7 $372K - $588K
8.19K $455M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.5K
New
$21.89 - $23.17 $426K - $451K
19.5K $450M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.95K
+ 18.86%
$138.08 - $151.2 $269K - $295K
12.3K $1.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
616
New
$546.99 - $602.2 $337K - $371K
616 $370M
NVDA
Nvidia Corp

Technology
389
+ 3.79%
$153.3 - $186.58 $59.6K - $72.6K
10.7K $1.99B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
27K
New
$11.15 - $11.87 $301K - $321K
27K $313M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
285
+ 6.93%
$224.68 - $282.71 $64K - $80.6K
4.4K $1.23B
ORCL
Oracle Corp

Technology
884
New
$218.96 - $328.33 $194K - $290K
884 $249M
AVGO
Broadcom Inc.

Technology
738
New
$264.74 - $369.57 $195K - $273K
738 $243M
HYD
Vaneck High Yield Muni ETF

ETFs
4.54K
New
$48.85 - $50.94 $222K - $231K
4.54K $231M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.54K
+ 4.94%
$24.46 - $26.5 $86.6K - $93.8K
75.1K $1.98B
FPX
First Trust Us Equity Opportun

ETFs
1.33K
New
$141.57 - $166.21 $188K - $221K
1.33K $221M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 2.83%
$282.78 - $316.06 $49.5K - $55.3K
6.37K $2.01B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
2.87K
+ 3.61%
$29.19 - $31.2 $83.7K - $89.5K
82.4K $2.55B
IVE
Ishares S&P 500 Value ETF

ETFs
1.01K
New
$194.44 - $206.51 $196K - $208K
1.01K $208M
GOOG
Alphabet Inc.

Communication Services
805
New
$175.16 - $255.24 $141K - $205K
805 $196M
ABT
Abbott Laboratories

Healthcare
1.42K
New
$120.51 - $136.62 $171K - $194K
1.42K $190M
MSFT
Microsoft Corp

Technology
170
+ 3.97%
$491.09 - $535.64 $83.5K - $91.1K
4.46K $2.31B
COST
Costco Wholesale Corp

Consumer Defensive
182
New
$915.95 - $994.57 $167K - $181K
182 $169M
VNM
Vaneck Vietnam ETF

ETFs
9.37K
New
$13.72 - $18.43 $129K - $173K
9.37K $167M
VB
Vanguard Small Cap ETF

ETFs
60
+ 0.86%
$237.58 - $259.17 $14.3K - $15.6K
7.03K $1.79B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
5.4K
New
$23.69 - $24.32 $128K - $131K
5.4K $131M
RACE
Ferrari N.V.

Consumer Cyclical
277
+ 14.92%
$436.24 - $517.65 $121K - $143K
2.13K $1.04B
RTX
Raytheon Technologies Corp

Industrials
740
New
$144.19 - $167.33 $107K - $124K
740 $124M
WMT
Walmart Inc.

Consumer Defensive
476
+ 3.39%
$94.4 - $104.27 $44.9K - $49.6K
14.5K $1.49B
WELL
Welltower Inc.

Real Estate
656
New
$150.71 - $178.14 $98.9K - $117K
656 $117M
ALL
Allstate Corp

Financial Services
540
New
$192.0 - $214.65 $104K - $116K
540 $116M
NFLX
Netflix Inc

Communication Services
95
New
$1147.87 - $1297.18 $109K - $123K
95 $114M
CSCO
Cisco Systems, Inc.

Technology
1.62K
New
$66.2 - $71.79 $108K - $117K
1.62K $111M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.76K
New
$57.15 - $62.12 $100K - $109K
1.76K $109M
SCHA
Schwab Strategic Tr Us Small C

ETFs
81
+ 0.2%
$25.29 - $28.33 $2.05K - $2.29K
40.9K $1.14B
WM
Waste Management Inc

Industrials
487
New
$213.88 - $237.1 $104K - $115K
487 $108M
TMO
Thermo Fisher Scientific Inc.

Healthcare
207
New
$404.94 - $499.99 $83.8K - $103K
207 $101M
JNJ
Johnson & Johnson

Healthcare
534
New
$155.17 - $185.42 $82.9K - $99K
534 $99.1M
AMT
American Tower Corp

Real Estate
484
New
$192.32 - $232.35 $93.1K - $112K
484 $93.1M
META
Meta Platforms, Inc.

Communication Services
142
+ 4.06%
$695.21 - $791.73 $98.7K - $112K
3.64K $2.67B
MCD
Mcdonalds Corp

Consumer Cyclical
129
+ 2.93%
$291.67 - $316.99 $37.6K - $40.9K
4.53K $1.38B
AXP
American Express CO

Financial Services
265
New
$294.27 - $342.31 $78K - $90.7K
265 $88M
LOW
Lowes Companies Inc

Consumer Cyclical
343
New
$215.01 - $273.02 $73.7K - $93.6K
343 $86.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.05K
New
$38.58 - $58.24 $79.1K - $119K
2.05K $80.3M
VEA
Vanguard Ftse Developed Market

ETFs
1.32K
New
$56.02 - $60.3 $74.1K - $79.7K
1.32K $79.2M
AMZN
Amazon Com Inc

Consumer Cyclical
343
+ 2.6%
$211.65 - $238.24 $72.6K - $81.7K
13.5K $2.97B
Activity Summary
Buys All Purchases 236 New Holdings 210 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email