Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

Wiser Advisor Group LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.8 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.45B, Vanguard Index Fds S&P 500 ETF with a value of $5.16B, First Tr Exchange Traded Fd Ii with a value of $2.92B, Amazon Com Inc with a value of $2.76B, and Vanguard Growth ETF with a value of $2.4B.

Examining the 13F form we can see an increase of $1.75B in the current position value, from $67B to 68.8B.

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.

Portfolio value $68.8 Billion
ETFs: $32.8 Billion
Technology: $10.5 Billion
Consumer Cyclical: $7.49 Billion
Communication Services: $4.97 Billion
Financial Services: $3.67 Billion
Healthcare: $3 Billion
Consumer Defensive: $2.39 Billion
Real Estate: $2.14 Billion
Other: $1.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.6B
$42.7 Million 0.06% of portfolio
690
Q4 2024 Added 0.44%
$16.2B
$41.4 Million 0.06% of portfolio
337
Q4 2024 Added 0.9%
$26.1B
$43 Million 0.06% of portfolio
851
Q4 2024 Added 0.95%
$69.7B
$39 Million 0.06% of portfolio
309
Q4 2024 Added 1.31%
$47.9B
$42.7 Million 0.06% of portfolio
241
Q3 2024 Added 0.84%
$30.7B
$40.7 Million 0.06% of portfolio
1,394
Q4 2024 Added 1.31%
$10.5B
$39.6 Million 0.06% of portfolio
2,261
Q4 2024 Added 1.12%
$24.5B
$41.6 Million 0.06% of portfolio
428
Q3 2024 Reduced 2.28%
$79.5B
$39 Million 0.06% of portfolio
190
Q4 2023 New
$152B
$37.9 Million 0.06% of portfolio
512
Q4 2024 Added 0.39%
$10.2B
$37.9 Million 0.06% of portfolio
1,869
Q4 2024 Added 1.41%
$0
$35.7 Million 0.05% of portfolio
606
Q4 2024 Added 2.36%
$0
$37.5 Million 0.05% of portfolio
139
Q4 2023 New
$64.7B
$31.3 Million 0.05% of portfolio
44
Q4 2023 New
$136B
$34 Million 0.05% of portfolio
482
Q4 2024 Reduced 6.95%
$430B
$32.8 Million 0.05% of portfolio
305
Q4 2024 Added 0.99%
$9.61B
$28.2 Million 0.04% of portfolio
659
Q4 2024 Added 1.07%
$41.7B
$27.1 Million 0.04% of portfolio
202
Q4 2024 Added 0.5%
$6.1B
$30.8 Million 0.04% of portfolio
437
Q4 2024 Reduced 1.58%
$0
$27.1 Million 0.04% of portfolio
280
Q4 2024 Added 1.45%
$12.6B
$27.1 Million 0.04% of portfolio
781
Q3 2024 Reduced 39.03%
$330B
$25.1 Million 0.04% of portfolio
572
Q2 2024 Reduced 10.2%
$3.73B
$29.4 Million 0.04% of portfolio
728
Q4 2024 Reduced 7.02%
$25.7B
$30 Million 0.04% of portfolio
337
Q4 2023 New
$694B
$26.3 Million 0.04% of portfolio
58
Q2 2024 Added 314.29%
$97.4B
$28.1 Million 0.04% of portfolio
308
Q4 2024 Added 0.65%
South Bow
-
$26.8 Million 0.04% of portfolio
-
Q4 2024 New
$273B
$25.9 Million 0.04% of portfolio
77
Q3 2024 Reduced 1.28%
$12.1B
$27.2 Million 0.04% of portfolio
409
Q4 2024 Added 0.74%
$4.3B
$25.7 Million 0.04% of portfolio
435
Q4 2024 Added 0.93%
$11.8B
$27.6 Million 0.04% of portfolio
219
Q2 2024 Added 0.92%
$0
$26.7 Million 0.04% of portfolio
1,176
Q4 2024 Added 200.77%
$0
$29.7 Million 0.04% of portfolio
477
Q4 2024 Added 0.21%
Amentum Holdings
-
$30.7 Million 0.04% of portfolio
-
Q4 2024 Reduced 4.27%
$6.28B
$30.7 Million 0.04% of portfolio
793
Q4 2024 Added 0.89%
$46.3B
$26.5 Million 0.04% of portfolio
292
Q4 2024 Added 1.74%
$7.49B
$18.9 Million 0.03% of portfolio
462
Q4 2023 New
$61.7B
$21.9 Million 0.03% of portfolio
268
Q4 2024 Added 0.75%
$233B
$23.3 Million 0.03% of portfolio
371
Q4 2024 Added 0.82%
$87.4B
$20 Million 0.03% of portfolio
238
Q4 2024 Reduced 9.16%
$0
$20.5 Million 0.03% of portfolio
35
Q4 2024 New
$0
$19.4 Million 0.03% of portfolio
46
Q2 2024 Added 187.5%
$347B
$17.5 Million 0.03% of portfolio
98
Q4 2024 Added 1.03%
$12B
$17.3 Million 0.03% of portfolio
177
Q4 2024 Added 1.14%
$18.9B
$19.5 Million 0.03% of portfolio
255
Q4 2024 Added 0.39%
$6.81B
$22.1 Million 0.03% of portfolio
793
Q4 2024 Added 1.02%
$26.6B
$22.1 Million 0.03% of portfolio
376
Q4 2024 Added 0.8%
$21.4B
$21.1 Million 0.03% of portfolio
661
Q4 2024 Added 0.76%
$12.4B
$21.1 Million 0.03% of portfolio
900
Q4 2024 Reduced 4.56%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $68.8 Billion
  • Prior Value $67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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