Wiser Advisor Group LLC Incresed Positions in Q2 2024

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
33
+ 0.29%
$150.53 - $185.41 $4.97K - $6.12K
11.5K $2.1B
LLY
Eli Lilly & CO

Healthcare
34
+ 2.35%
$724.87 - $909.04 $24.6K - $30.9K
1.48K $1.34B
IVV
Ishares Core S&P 500 ETF

ETFs
242
+ 48.79%
$497.53 - $549.64 $120K - $133K
738 $403M
MSFT
Microsoft Corp

Technology
88
+ 2.56%
$389.33 - $452.85 $34.3K - $39.9K
3.53K $1.58B
VNQ
Vanguard Specialized Funds Van

ETFs
1.47K
+ 27.23%
$78.61 - $85.97 $115K - $126K
6.85K $574M
META
Meta Platforms, Inc.

Communication Services
44
+ 1.44%
$430.17 - $527.34 $18.9K - $23.2K
3.11K $1.57B
MLPA
Global X Mlp ETF

ETFs
1.47K
+ 13.62%
$46.2 - $48.98 $68.1K - $72.2K
12.3K $596M
ELV
Elevance Health, Inc.

Healthcare
101
+ 505.0%
$497.49 - $547.8 $50.2K - $55.3K
121 $65.4M
Canadian Pacific
584
+ 59.53%
N/A
1.57K $123M
TSLA
Tesla, Inc.

Consumer Cyclical
14
+ 1.02%
$142.05 - $197.88 $1.99K - $2.77K
1.38K $274M
IVE
Ishares S&P 500 Value ETF

ETFs
196
+ 24.78%
$176.58 - $186.7 $34.6K - $36.6K
987 $180M
DUK
Duke Energy Corp

Utilities
215
+ 7.53%
$92.87 - $104.6 $20K - $22.5K
3.07K $308M
MCD
Mcdonalds Corp

Consumer Cyclical
525
+ 14.27%
$249.37 - $280.22 $131K - $147K
4.21K $1.07B
NVDA
Nvidia Corp

Technology
3.26K
+ 674.12%
$118.11 - $1224.4 $385K - $3.99M
3.74K $462M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.13%
$151.94 - $186.86 $152 - $187
801 $147M
LMT
Lockheed Martin Corp

Industrials
53
+ 84.13%
$447.57 - $471.51 $23.7K - $25K
116 $53.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 314.29%
$396.73 - $420.24 $17.5K - $18.5K
58 $23.6M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 1.35%
$704.88 - $870.75 $1.41K - $1.74K
150 $127M
Linde PLC
41
+ 512.5%
N/A
49 $21.1M
VEA
Vanguard Ftse Developed Market

ETFs
362
+ 21.95%
$47.83 - $51.21 $17.3K - $18.5K
2.01K $99.4M
ORCL
Oracle Corp

Technology
4
+ 0.46%
$113.75 - $144.64 $455 - $579
873 $123M
IEMG
Ishares Inc

ETFs
253
+ 683.78%
$50.02 - $54.95 $12.7K - $13.9K
290 $15.5M
RACE
Ferrari N.V.

Consumer Cyclical
92
+ 10.55%
$401.0 - $431.75 $36.9K - $39.7K
964 $393M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
30
+ 187.5%
$377.31 - $399.95 $11.3K - $12K
46 $17.7M
NFLX
Netflix Inc

Communication Services
6
+ 6.98%
$550.64 - $686.12 $3.3K - $4.12K
92 $62.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.01K
+ 4900.0%
$62.41 - $3427.61 $125K - $6.89M
2.05K $128M
RDVY
First Trust Rising Dividend Ac

ETFs
178
+ 24.59%
$53.05 - $55.95 $9.44K - $9.96K
902 $49.4M
UAL
United Airlines Holdings, Inc.

Industrials
164
+ 59.85%
$41.04 - $55.09 $6.73K - $9.03K
438 $21.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
134
+ 26.75%
$57.86 - $62.21 $7.75K - $8.34K
635 $38.3M
EMB
Ishares Tr

ETFs
86
+ 140.98%
$86.66 - $89.88 $7.45K - $7.73K
147 $13M
WELL
Welltower Inc.

Real Estate
6
+ 0.94%
$88.31 - $105.01 $530 - $630
641 $66.7M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 1.44%
$178.98 - $206.89 $716 - $828
281 $58.1M
T
At&T Inc.

Communication Services
298
+ 2483.33%
$16.09 - $19.11 $4.79K - $5.69K
310 $5.92M
UDR
Udr, Inc.

Real Estate
15
+ 1.21%
$35.27 - $41.16 $529 - $617
1.25K $51.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
99
+ 38.67%
$40.83 - $44.89 $4.04K - $4.44K
355 $15.5M
MRK
Merck & Co., Inc.

Healthcare
72
+ 11.65%
$123.8 - $132.96 $8.91K - $9.57K
690 $85.4M
Healthcare Realty
27
+ 2.07%
N/A
1.33K $22M
SCHP
Schwab Strategic Us Tips ETF

ETFs
62
+ 137.78%
$51.1 - $52.24 $3.17K - $3.24K
107 $5.56M
VTR
Ventas, Inc.

Real Estate
5
+ 1.37%
$41.68 - $51.26 $208 - $256
371 $19M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 1.13%
$439.2 - $524.63 $878 - $1.05K
179 $91M
SBUX
Starbucks Corp

Consumer Cyclical
72
+ 38.5%
$72.5 - $91.53 $5.22K - $6.59K
259 $20.1M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.78%
$97.55 - $108.44 $585 - $651
774 $77.7M
HON
Honeywell International Inc

Industrials
3
+ 1.1%
$190.36 - $215.89 $571 - $648
275 $58.7M
ADC
Agree Realty Corp

Real Estate
6
+ 1.39%
$54.9 - $61.95 $329 - $372
439 $27.2M
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 1.27%
$135.75 - $152.05 $407 - $456
239 $36.3M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.48%
$66.81 - $80.83 $66.8 - $80.8
211 $16.4M
SHEL
Shell PLC

Energy
5
+ 1.39%
$67.92 - $74.17 $340 - $371
365 $26.3M
PEAK
Healthpeak Properties, Inc.

Real Estate
29
+ 1.62%
$17.82 - $19.34 $517 - $561
1.82K $35.6M
SCHR
Schwab Intermediate Term Us Tr

ETFs
41
+ 25.31%
$47.85 - $49.0 $1.96K - $2.01K
203 $9.86M
Activity Summary
Buys All Purchases 198 New Holdings 16 Increased Positions 182 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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