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
EMB
Ishares Tr

ETFs
39
New
$91.52 - $95.59 $3.57K - $3.73K
39 $3.76M
VVI
Viad Corp

Industrials
100
New
N/A
100 $3.62M
SCHR
Schwab Intermediate Term Us Tr

ETFs
142
New
$24.69 - $25.26 $3.51K - $3.59K
142 $3.58M
GBCI
Glacier Bancorp, Inc.

Financial Services
71
New
$42.86 - $50.13 $3.04K - $3.56K
71 $3.46M
GE
General Electric CO

Industrials
11
New
$244.75 - $305.63 $2.69K - $3.36K
11 $3.32M
DOW
Dow Inc.

Basic Materials
143
New
$20.87 - $30.37 $2.98K - $4.34K
143 $3.29M
FIS
Fidelity National Information Services, Inc.

Technology
47
New
$63.37 - $82.35 $2.98K - $3.87K
47 $3.09M
PNW
Pinnacle West Capital Corp

Utilities
33
New
$85.87 - $94.45 $2.83K - $3.12K
33 $2.96M
HSBC
Hsbc Holdings PLC

Financial Services
41
New
$60.27 - $70.98 $2.47K - $2.91K
41 $2.91M
SYNA
Synaptics Inc

Technology
40
New
$59.7 - $74.35 $2.39K - $2.97K
40 $2.73M
UPST
Upstart Holdings, Inc.

Financial Services
50
New
$50.8 - $84.13 $2.54K - $4.21K
50 $2.54M
ISRG
Intuitive Surgical Inc

Healthcare
5
New
$433.66 - $544.47 $2.17K - $2.72K
5 $2.24M
Amentum Holdings
92
New
N/A
92 $2.21M
Solventum Corp
30
New
N/A
30 $2.19M
IAU
Ishares Gold Trust

ETFs
27
New
$61.62 - $72.77 $1.66K - $1.96K
27 $1.97M
ILMN
Illumina, Inc.

Healthcare
18
New
$91.69 - $109.88 $1.65K - $1.98K
18 $1.71M
IXUS
Ishares Tr

ETFs
18
New
$76.35 - $82.58 $1.37K - $1.49K
18 $1.5M
PEGA
Pegasystems Inc

Technology
26
New
$49.75 - $60.39 $1.29K - $1.57K
26 $1.5M
KKR
Kkr & Co. Inc.

Financial Services
10
New
$129.95 - $152.16 $1.3K - $1.52K
10 $1.3M
SBAC
Sba Communications Corp

Real Estate
6
New
$191.35 - $239.35 $1.15K - $1.44K
6 $1.21M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
34
New
$31.78 - $33.69 $1.08K - $1.15K
34 $1.12M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
19
New
$49.41 - $54.08 $939 - $1.03K
19 $1.04M
HUBS
Hubspot Inc

Technology
2
New
$420.79 - $560.9 $842 - $1.12K
2 $936K
Grail Inc
8
New
N/A
8 $473K
ACI
Albertsons Companies, Inc.

Consumer Defensive
26
New
$17.45 - $22.74 $454 - $591
26 $463K
Canadian Pacific
4
New
N/A
4 $302K
CCL
Carnival Corp

Consumer Cyclical
9
New
$28.37 - $32.49 $255 - $292
9 $260K
MDT
Medtronic PLC

Healthcare
2
New
$87.67 - $95.74 $175 - $191
2 $204K
LITE
Lumentum Holdings Inc.

Technology
1
New
$90.44 - $171.5 $90.4 - $172
1 $163K
CVS
Cvs Health Corp

Healthcare
1
New
$58.75 - $76.5 $58.8 - $76.5
1 $83K
BMY
Bristol Myers Squibb CO

Healthcare
1
New
$43.31 - $48.98 $43.3 - $49
1 $50K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2
New
$10.78 - $19.82 $21.6 - $39.6
2 $39K
V
Visa Inc.

Financial Services
1
+ 0.17%
$332.09 - $358.86 $332 - $359
590 $201M
DIS
Walt Disney CO

Communication Services
26
+ 1.32%
$112.25 - $124.0 $2.92K - $3.22K
1.99K $228M
KO
Coca Cola CO

Consumer Defensive
615
+ 4.18%
$65.67 - $71.67 $40.4K - $44.1K
15.3K $1.02B
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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