Wiser Advisor Group LLC New Holdings in Q3 2025

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
190
New
$42.56 - $49.08 $8.09K - $9.33K
190 $8.14M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
170
New
$45.6 - $46.92 $7.75K - $7.98K
170 $7.95M
PM
Philip Morris International Inc.

Consumer Defensive
45
New
$157.77 - $183.27 $7.1K - $8.25K
45 $7.32M
GMED
Globus Medical Inc

Healthcare
122
New
$51.89 - $62.79 $6.33K - $7.66K
122 $6.99M
BNDX
Vanguard Total International B

ETFs
141
New
$49.0 - $49.51 $6.91K - $6.98K
141 $6.96M
ROBO
Robo Global Robotics And Autom

ETFs
106
New
$59.49 - $67.23 $6.31K - $7.13K
106 $6.96M
ZTS
Zoetis Inc.

Healthcare
47
New
$141.13 - $159.19 $6.63K - $7.48K
47 $6.9M
MCHP
Microchip Technology Inc

Technology
104
New
$60.95 - $75.26 $6.34K - $7.83K
104 $6.65M
BCS
Barclays PLC

Financial Services
300
New
$17.88 - $21.05 $5.36K - $6.32K
300 $6.2M
RXO
Rxo, Inc.
387
New
$14.25 - $17.9 $5.51K - $6.93K
387 $5.95M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
167
New
$30.4 - $33.62 $5.08K - $5.61K
167 $5.3M
TGT
Target Corp

Consumer Defensive
58
New
$86.56 - $107.43 $5.02K - $6.23K
58 $5.25M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
324
New
$13.84 - $19.11 $4.48K - $6.19K
324 $5.11M
IBRX
Immunity Bio, Inc.

Healthcare
2K
New
$2.24 - $3.01 $4.48K - $6.02K
2K $4.92M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
104
New
$45.72 - $47.27 $4.75K - $4.92K
104 $4.89M
IWM
Ishares Russell 2000 ETF

ETFs
20
New
$214.92 - $244.84 $4.3K - $4.9K
20 $4.84M
PINS
Pinterest, Inc.

Communication Services
150
New
$32.17 - $39.17 $4.83K - $5.88K
150 $4.83M
FNDA
Schwab Fundamental U S Small C

ETFs
153
New
$28.75 - $31.93 $4.4K - $4.89K
153 $4.78M
AWK
American Water Works Company, Inc.

Utilities
34
New
$135.05 - $147.0 $4.59K - $5K
34 $4.68M
SWK
Stanley Black & Decker, Inc.

Industrials
60
New
$66.98 - $79.52 $4.02K - $4.77K
60 $4.46M
CCK
Crown Holdings Inc

Consumer Cyclical
45
New
$92.19 - $108.12 $4.15K - $4.87K
45 $4.36M
SONY
Sony Group Corp

Technology
151
New
$23.92 - $30.07 $3.61K - $4.54K
151 $4.34M
AMBC
Ambac Financial Group Inc

Financial Services
500
New
$6.94 - $9.72 $3.47K - $4.86K
500 $4.17M
F
Ford Motor CO

Consumer Cyclical
343
New
$10.82 - $12.09 $3.71K - $4.15K
343 $4.1M
NGG
National Grid PLC

Utilities
54
New
$67.98 - $74.38 $3.67K - $4.02K
54 $3.91M
VXF
Vanguard Extended Market ETF

ETFs
18
New
$193.58 - $213.07 $3.48K - $3.84K
18 $3.82M
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
ING
Ing Groep Nv

Financial Services
98
New
$22.0 - $26.08 $2.16K - $2.56K
98 $2.57M
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
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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