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
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1.82K
New
$37.67 - $41.83 $68.5K - $76K
1.82K $75.7M
ELV
Elevance Health, Inc.

Healthcare
232
New
$274.66 - $395.76 $63.7K - $91.8K
232 $75M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
143
+ 6.97%
$301.44 - $365.84 $43.1K - $52.3K
2.2K $710M
NEE
Nextera Energy Inc

Utilities
872
New
$69.77 - $77.54 $60.8K - $67.6K
872 $65.8M
COIN
Coinbase Global, Inc.

Technology
193
New
$297.99 - $419.78 $57.5K - $81K
193 $65.1M
DGX
Quest Diagnostics Inc

Healthcare
337
New
N/A
337 $64.2M
EBAY
Ebay Inc

Consumer Cyclical
697
New
$75.33 - $100.77 $52.5K - $70.2K
697 $63.4M
RDVY
First Trust Rising Dividend Ac

ETFs
918
New
$62.38 - $67.29 $57.3K - $61.8K
918 $61.7M
LMT
Lockheed Martin Corp

Industrials
123
New
$410.74 - $499.21 $50.5K - $61.4K
123 $61.2M
SYK
Stryker Corp

Healthcare
165
New
$368.57 - $403.53 $60.8K - $66.6K
165 $61.1M
HON
Honeywell International Inc

Industrials
282
New
$207.7 - $240.4 $58.6K - $67.8K
282 $59.4M
NDAQ
Nasdaq, Inc.

Financial Services
650
New
$86.73 - $96.94 $56.4K - $63K
650 $57.5M
CVX
Chevron Corp

Energy
368
New
$145.57 - $161.83 $53.6K - $59.6K
368 $57.2M
AVB
Avalonbay Communities Inc

Real Estate
293
New
$182.72 - $204.51 $53.5K - $59.9K
293 $56.5M
O
Realty Income Corp

Real Estate
922
New
$56.13 - $60.79 $51.8K - $56K
922 $56M
MRK
Merck & Co., Inc.

Healthcare
655
New
$77.6 - $87.37 $50.8K - $57.2K
655 $55M
VNQ
Vanguard Specialized Funds Van

ETFs
342
+ 3.57%
$88.47 - $93.24 $30.3K - $31.9K
9.94K $908M
MAR
Marriott International Inc

Consumer Cyclical
204
New
$255.35 - $282.87 $52.1K - $57.7K
204 $53.1M
EQIX
Equinix Inc

Real Estate
67
New
$756.7 - $811.13 $50.7K - $54.3K
67 $52.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
826
New
$60.9 - $70.75 $50.3K - $58.4K
826 $51.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
691
New
$68.24 - $73.73 $47.2K - $50.9K
691 $50.8M
SCHW
Schwab Charles Corp

Financial Services
529
New
$91.03 - $98.69 $48.2K - $52.2K
529 $50.5M
XPO
Xpo Logistics, Inc.

Industrials
387
New
$118.79 - $138.31 $46K - $53.5K
387 $50M
AKAM
Akamai Technologies Inc

Technology
655
New
N/A
655 $49.6M
UDR
Udr, Inc.

Real Estate
1.32K
New
$36.71 - $41.37 $48.5K - $54.6K
1.32K $49.2M
VICI
Vici Properties Inc.

Real Estate
1.45K
New
$31.43 - $33.93 $45.7K - $49.3K
1.45K $47.4M
SUI
Sun Communities Inc

Real Estate
356
New
$116.6 - $131.28 $41.5K - $46.7K
356 $46M
DLR
Digital Realty Trust, Inc.

Real Estate
260
New
$161.21 - $180.02 $41.9K - $46.8K
260 $44.9M
VV
Vanguard Large Cap ETF

ETFs
139
New
$285.05 - $309.14 $39.6K - $43K
139 $42.8M
UAL
United Airlines Holdings, Inc.

Industrials
428
New
$80.05 - $109.36 $34.3K - $46.8K
428 $41.3M
PLTR
Palantir Technologies Inc.

Technology
221
New
$130.68 - $186.97 $28.9K - $41.3K
221 $40.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
2.36K
New
$15.27 - $17.68 $36.1K - $41.7K
2.36K $40.2M
MPLX
Mplx LP

Energy
755
New
$49.42 - $52.71 $37.3K - $39.8K
755 $37.7M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.96K
New
N/A
1.96K $37.6M
AEE
Ameren Corp

Utilities
337
New
$95.0 - $104.38 $32K - $35.2K
337 $35.2M
FC
Franklin Covey CO

Industrials
1.81K
New
$18.4 - $24.17 $33.3K - $43.8K
1.81K $35.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.37%
$108.46 - $120.63 $1.41K - $1.57K
3.51K $417M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
139
+ 0.99%
$42.39 - $44.63 $5.89K - $6.2K
14.2K $632M
DUK
Duke Energy Corp

Utilities
275
New
$116.31 - $125.93 $32K - $34.6K
275 $34M
REXR
Rexford Industrial Realty, Inc.

Real Estate
821
New
$35.43 - $43.53 $29.1K - $35.7K
821 $33.8M
KRC
Kilroy Realty Corp

Real Estate
764
New
$34.55 - $44.44 $26.4K - $34K
764 $32.3M
ADC
Agree Realty Corp

Real Estate
451
New
$70.53 - $75.05 $31.8K - $33.8K
451 $32M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.15K
New
$23.82 - $25.84 $27.3K - $29.6K
1.15K $29.4M
CCI
Crown Castle International Corp

Real Estate
300
New
$92.96 - $113.91 $27.9K - $34.2K
300 $28.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
287
New
$97.75 - $100.75 $28.1K - $28.9K
287 $28.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.17%
$620.67 - $670.08 $621 - $670
577 $386M
YUM
Yum Brands Inc

Consumer Cyclical
185
New
$139.5 - $153.94 $25.8K - $28.5K
185 $28.1M
CUBE
Cube Smart

Real Estate
684
New
$38.71 - $43.34 $26.5K - $29.6K
684 $27.8M
SHEL
Shell PLC

Energy
388
New
$69.82 - $73.93 $27.1K - $28.7K
388 $27.7M
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
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