Wiser Advisor Group LLC Purchases in Q4 2024

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
3
+ 0.8%
$57.73 - $66.48 $173 - $199
376 $22.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
50
+ 0.96%
$23.99 - $24.55 $1.2K - $1.23K
5.26K $126M
UDR
Udr, Inc.

Real Estate
12
+ 0.95%
$41.3 - $46.33 $496 - $556
1.28K $55.5M
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.76%
$31.4 - $34.69 $157 - $173
661 $21.1M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.44%
$57.51 - $67.17 $173 - $202
690 $42.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 0.95%
$113.92 - $127.38 $3.87K - $4.33K
3.62K $417M
WM
Waste Management Inc

Industrials
2
+ 0.42%
$201.79 - $228.46 $404 - $457
482 $97.2M
XOM
Exxon Mobil Corp

Energy
3
+ 0.99%
$105.51 - $125.37 $317 - $376
305 $32.8M
UPS
United Parcel Service Inc

Industrials
4
+ 1.31%
$122.65 - $138.35 $491 - $553
309 $39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 2.36%
$58.88 - $64.8 $824 - $907
606 $35.7M
TRNO
Terreno Realty Corp

Real Estate
4
+ 0.93%
$58.62 - $66.94 $234 - $268
435 $25.7M
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.88%
$142.35 - $178.32 $142 - $178
114 $17.1M
HYD
Vaneck High Yield Muni ETF

ETFs
93
+ 1.3%
$51.09 - $53.06 $4.75K - $4.93K
7.27K $377M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 1.14%
$97.29 - $122.68 $195 - $245
177 $17.3M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.51%
$114.45 - $127.21 $458 - $509
782 $90.5M
SUI
Sun Communities Inc

Real Estate
3
+ 0.9%
$119.89 - $139.05 $360 - $417
337 $41.4M
PEAK
Healthpeak Properties, Inc.

Real Estate
26
+ 1.41%
N/A
1.87K $37.9M
COLD
Americold Realty Trust

Real Estate
6
+ 0.82%
$21.03 - $27.78 $126 - $167
738 $15.8M
VICI
Vici Properties Inc.

Real Estate
18
+ 1.31%
$28.27 - $33.19 $509 - $597
1.39K $40.7M
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.5%
$189.5 - $206.17 $948 - $1.03K
997 $190M
CUBE
Cube Smart

Real Estate
7
+ 1.07%
$41.74 - $53.03 $292 - $371
659 $28.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
8
+ 0.95%
$49.38 - $59.52 $395 - $476
851 $43M
CCI
Crown Castle International Corp

Real Estate
5
+ 1.74%
$89.78 - $119.11 $449 - $596
292 $26.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
736
+ 3.77%
$98.47 - $109.35 $72.5K - $80.5K
20.3K $1.99B
O
Realty Income Corp

Real Estate
12
+ 1.38%
$51.76 - $64.71 $621 - $777
884 $47.2M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
2
+ 0.04%
$43.36 - $48.87 $86.7 - $97.7
4.47K $198M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5
+ 0.29%
$47.63 - $52.63 $238 - $263
1.72K $82.8M
REXR
Rexford Industrial Realty, Inc.

Real Estate
7
+ 0.89%
$37.97 - $49.45 $266 - $346
793 $30.7M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.72%
$96.31 - $114.76 $482 - $574
699 $69.5M
VEA
Vanguard Ftse Developed Market

ETFs
13
+ 0.65%
$47.57 - $52.44 $618 - $682
2.03K $96.9M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.48%
$244.52 - $284.07 $489 - $568
416 $103M
Canadian Pacific
150
+ 9.48%
N/A
1.73K $125M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.65%
$143.34 - $165.86 $573 - $663
615 $88.9M
PFE
Pfizer Inc

Healthcare
52
+ 1.09%
$24.8 - $30.19 $1.29K - $1.57K
4.84K $128M
LMT
Lockheed Martin Corp

Industrials
2
+ 1.69%
$479.66 - $614.62 $959 - $1.23K
120 $58.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.75%
$59.25 - $72.99 $356 - $438
808 $48.2M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.56%
$485.52 - $625.25 $486 - $625
180 $91.1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
429
+ 4.89%
$50.06 - $55.0 $21.5K - $23.6K
9.2K $462M
FPE
First Tr Pfd Secs & Income ETF

ETFs
722
+ 1.0%
$17.65 - $18.18 $12.7K - $13.1K
73.3K $1.3B
VCIT
Vanguard Intermediate Term Cor

ETFs
54
+ 0.86%
$80.13 - $83.77 $4.33K - $4.52K
6.35K $510M
AMT
American Tower Corp

Real Estate
3
+ 0.64%
$179.4 - $232.01 $538 - $696
474 $87M
VNQ
Vanguard Specialized Funds Van

ETFs
327
+ 4.74%
$87.85 - $98.6 $28.7K - $32.2K
7.22K $643M
MCD
Mcdonalds Corp

Consumer Cyclical
95
+ 2.22%
$288.47 - $316.54 $27.4K - $30.1K
4.37K $1.27B
HD
Home Depot, Inc.

Consumer Cyclical
48
+ 1.36%
$385.02 - $431.37 $18.5K - $20.7K
3.58K $1.39B
KO
Coca Cola CO

Consumer Defensive
377
+ 2.79%
$61.74 - $71.71 $23.3K - $27K
13.9K $865M
PLD
Prologis, Inc.

Real Estate
33
+ 0.31%
$101.4 - $126.96 $3.35K - $4.19K
10.8K $1.14B
Activity Summary
Buys All Purchases 147 New Holdings 11 Increased Positions 136 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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