Wiser Advisor Group LLC Portfolio Holdings
Wiser Advisor Group LLC
- $63.6 Billion
- Q2 2024
Wiser Advisor Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.37B, Vanguard Index Fds S&P 500 ETF with a value of $5.24B, First Tr Exchange Traded Fd Ii with a value of $2.97B, Vanguard Bd Index Fd Inc Total with a value of $2.43B, and Amazon Com Inc with a value of $2.37B.
Examining the 13F form we can see an decrease of $240M in the current position value, from $63.8B to 63.6B.
Wiser Advisor Group LLC is based out at Phoenix, AZ
Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 303
- Current Value $63.6 Billion
- Prior Value $63.8 Billion
- Filing
- Period Q2 2024
- Filing Date August 14, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 16 stocks
- Additional Purchases 182 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks