Wiser Advisor Group LLC Sells in Q2 2024

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
-14.9K
- 20.42%
$50.47 - $51.43 $754K - $768K
58.2K $2.97B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.62K
- 16.41%
$70.55 - $72.66 $467K - $481K
33.7K $2.43B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-13.3K
- 15.49%
$16.96 - $17.44 $225K - $232K
72.4K $1.26B
VB
Vanguard Small Cap ETF

ETFs
-154
- 1.52%
$210.76 - $226.94 $32.5K - $34.9K
9.96K $2.17B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-1.94K
- 27.47%
$30.84 - $40.19 $59.9K - $78.1K
5.13K $158M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.41K
- 17.72%
$77.99 - $80.49 $110K - $113K
6.53K $521M
DIS
Walt Disney CO

Communication Services
-209
- 5.63%
$99.29 - $122.82 $20.8K - $25.7K
3.51K $348M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.26K
- 12.47%
$50.4 - $53.5 $63.5K - $67.4K
8.85K $447M
Jacobs Solutions
-387
- 14.94%
N/A
2.2K $308M
ILMN
Illumina, Inc.

Healthcare
-323
- 26.41%
$101.05 - $133.57 $32.6K - $43.1K
900 $93.9M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.3K
- 3.52%
$34.76 - $35.57 $45K - $46.1K
35.5K $1.26B
PFE
Pfizer Inc

Healthcare
-2.01K
- 29.47%
$25.26 - $29.6 $50.8K - $59.5K
4.81K $135M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-304
- 1.44%
$45.24 - $49.04 $13.8K - $14.9K
20.9K $990M
ABT
Abbott Laboratories

Healthcare
-79
- 2.35%
$100.73 - $112.44 $7.96K - $8.88K
3.28K $341M
VZ
Verizon Communications Inc

Communication Services
-381
- 4.84%
$38.6 - $42.84 $14.7K - $16.3K
7.49K $309M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 2.37%
$541.52 - $599.02 $6.5K - $7.19K
495 $273M
ROBO
Robo Global Robotics And Autom

ETFs
-155
- 4.4%
$53.1 - $58.12 $8.23K - $9.01K
3.37K $186M
FPX
First Trust Us Equity Opportun

ETFs
-53
- 2.24%
$95.7 - $105.15 $5.07K - $5.57K
2.32K $230M
V
Visa Inc.

Financial Services
-34
- 5.28%
$262.47 - $281.5 $8.92K - $9.57K
610 $160M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-229
- 32.48%
$56.43 - $60.79 $12.9K - $13.9K
476 $27.8M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-221
- 3.59%
$30.52 - $36.37 $6.74K - $8.04K
5.93K $210M
CSCO
Cisco Systems, Inc.

Technology
-117
- 4.04%
$45.52 - $50.04 $5.33K - $5.85K
2.78K $132M
HYD
Vaneck High Yield Muni ETF

ETFs
-94
- 1.31%
$51.05 - $52.32 $4.8K - $4.92K
7.1K $367M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-498
- 11.34%
$46.49 - $55.1 $23.2K - $27.4K
3.9K $210M
UBER
Uber Technologies, Inc

Technology
-110
- 52.38%
$63.52 - $77.16 $6.99K - $8.49K
100 $7.27M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-91
- 29.17%
$58.03 - $67.92 $5.28K - $6.18K
221 $12.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-57
- 9.5%
$414.65 - $485.21 $23.6K - $27.7K
543 $260M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
-23
- 0.51%
$40.05 - $43.7 $921 - $1.01K
4.47K $190M
C
Citigroup Inc

Financial Services
-92
- 13.51%
$57.02 - $64.74 $5.25K - $5.96K
589 $37.3M
TFC
Truist Financial Corp

Financial Services
-140
- 16.85%
$35.41 - $40.18 $4.96K - $5.63K
691 $26.8M
RBLX
Roblox Corp

Communication Services
-68
- 49.28%
$30.42 - $40.54 $2.07K - $2.76K
70 $2.6M
SOFI
So Fi Technologies, Inc.

Financial Services
-297
- 50.34%
$6.32 - $7.89 $1.88K - $2.34K
293 $1.94M
CCL
Carnival Corp

Consumer Cyclical
-105
- 49.07%
$13.9 - $18.72 $1.46K - $1.97K
109 $2.04M
BAC
Bank Of America Corp

Financial Services
-65
- 10.2%
$34.68 - $40.02 $2.25K - $2.6K
572 $22.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-34
- 33.66%
$24.67 - $27.2 $839 - $925
67 $1.78M
ACN
Accenture PLC

Technology
-1
- 10.0%
$281.76 - $339.17 $282 - $339
9 $2.75M
VTRS
Viatris Inc

Healthcare
-14
- 8.7%
$10.05 - $12.02 $141 - $168
147 $1.55M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6
- 2.97%
$32.02 - $32.68 $192 - $196
196 $6.35M
KO
Coca Cola CO

Consumer Defensive
-311
- 2.27%
$58.06 - $64.15 $18.1K - $20K
13.4K $853M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-22
- 1.82%
$126.6 - $161.4 $2.79K - $3.55K
1.19K $189M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-18
- 0.08%
$58.7 - $64.78 $1.06K - $1.17K
22.2K $1.43B
WMT
Walmart Inc.

Consumer Defensive
-112
- 0.82%
$58.85 - $68.9 $6.59K - $7.72K
13.5K $916M
AMZN
Amazon Com Inc

Consumer Cyclical
-207
- 1.66%
$173.67 - $197.85 $35.9K - $41K
12.3K $2.37B
VUG
Vanguard Growth ETF

ETFs
-70
- 1.19%
$322.46 - $377.11 $22.6K - $26.4K
5.83K $2.18B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-23
- 0.22%
$455.1 - $504.28 $10.5K - $11.6K
10.5K $5.24B
AAPL
Apple Inc.

Technology
-465
- 1.79%
$165.0 - $216.67 $76.7K - $101K
25.5K $5.37B
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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