Wiser Advisor Group LLC Reduced Holdings in Q4 2024

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-509
- 5.05%
$521.84 - $558.82 $266K - $284K
9.57K $5.16B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-410
- 0.5%
$25.79 - $27.56 $10.6K - $11.3K
82.2K $2.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-183
- 0.56%
$71.75 - $75.11 $13.1K - $13.7K
32.5K $2.34B
VTV
Vanguard Value ETF

ETFs
-283
- 2.34%
$168.32 - $181.87 $47.6K - $51.5K
11.8K $2B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-658
- 1.14%
$50.62 - $52.07 $33.3K - $34.3K
57.3K $2.92B
Jacobs Solutions
-685
- 44.86%
N/A
842 $112M
DIS
Walt Disney CO

Communication Services
-935
- 35.89%
$92.39 - $117.6 $86.4K - $110K
1.67K $186M
VZ
Verizon Communications Inc

Communication Services
-828
- 14.62%
$39.6 - $45.21 $32.8K - $37.4K
4.84K $193M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-727
- 2.24%
$35.95 - $36.76 $26.1K - $26.7K
31.8K $1.15B
CVS
Cvs Health Corp

Healthcare
-744
- 99.87%
$43.78 - $67.46 $32.6K - $50.2K
1 $48K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-691
- 3.22%
$23.42 - $24.25 $16.2K - $16.8K
20.8K $491M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-374
- 27.4%
$54.39 - $59.67 $20.3K - $22.3K
991 $54M
DUK
Duke Energy Corp

Utilities
-114
- 5.97%
$105.76 - $120.76 $12.1K - $13.8K
1.8K $194M
Amentum Holdings
-65
- 4.27%
N/A
1.46K $30.7M
DOW
Dow Inc.

Basic Materials
-194
- 48.74%
$39.1 - $55.34 $7.59K - $10.7K
204 $8.19M
SBAC
Sba Communications Corp

Real Estate
-41
- 87.23%
$198.24 - $249.31 $8.13K - $10.2K
6 $1.25M
ZTS
Zoetis Inc.

Healthcare
-43
- 47.78%
$162.24 - $194.42 $6.98K - $8.36K
47 $7.67M
MU
Micron Technology Inc

Technology
-24
- 9.16%
$84.16 - $113.41 $2.02K - $2.72K
238 $20M
ABT
Abbott Laboratories

Healthcare
-34
- 1.78%
$111.93 - $119.39 $3.81K - $4.06K
1.88K $213M
ILMN
Illumina, Inc.

Healthcare
-38
- 7.06%
$128.99 - $155.15 $4.9K - $5.9K
500 $66.8M
ADC
Agree Realty Corp

Real Estate
-7
- 1.58%
$69.44 - $77.65 $486 - $544
437 $30.8M
Healthcare Realty
-55
- 4.05%
N/A
1.3K $22.1M
OKTA
Okta, Inc.

Technology
-14
- 63.64%
$71.81 - $86.11 $1.01K - $1.21K
8 $630K
KRC
Kilroy Realty Corp

Real Estate
-55
- 7.02%
$37.51 - $43.55 $2.06K - $2.4K
728 $29.4M
KIM
Kimco Realty Corp

Real Estate
-43
- 4.56%
$22.75 - $25.78 $978 - $1.11K
900 $21.1M
VXF
Vanguard Extended Market ETF

ETFs
-5
- 21.74%
$179.17 - $207.15 $896 - $1.04K
18 $3.45M
T
At&T Inc.

Communication Services
-16
- 5.16%
$21.22 - $23.88 $340 - $382
294 $6.7M
VTRS
Viatris Inc

Healthcare
-7
- 5.6%
$11.32 - $13.37 $79.2 - $93.6
118 $1.47M
C
Citigroup Inc

Financial Services
-36
- 6.95%
$61.31 - $72.5 $2.21K - $2.61K
482 $34M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-33
- 0.73%
$43.37 - $51.46 $1.43K - $1.7K
4.48K $216M
WMT
Walmart Inc.

Consumer Defensive
-62
- 0.47%
$79.1 - $95.7 $4.9K - $5.93K
13.3K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
-23
- 1.86%
$213.65 - $479.86 $4.91K - $11K
1.21K $489M
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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