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.

Portfolio value $63.6 Billion
ETFs: $32.5 Billion
Technology: $8.31 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.59 Billion
Financial Services: $3.2 Billion
Healthcare: $2.78 Billion
Consumer Defensive: $2.16 Billion
Real Estate: $2.16 Billion
Other: $1.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.6B
$3.44 Million 0.01% of portfolio
46
Q2 2024 Added 2.22%
$0
$9.12 Million 0.01% of portfolio
81
Q1 2024 Added 37.29%
$0
$7.27 Million 0.01% of portfolio
150
Q2 2024 Added 37.61%
$0
$3.91 Million 0.01% of portfolio
24
Q2 2024 Added 4.35%
$161B
$5.92 Million 0.01% of portfolio
310
Q2 2024 Added 2,483.33%
$0
$8.43 Million 0.01% of portfolio
127
Q2 2024 Added 2.42%
$0
$7.66 Million 0.01% of portfolio
170
Q2 2024 Added 1.8%
$40.6B
$3.95 Million 0.01% of portfolio
315
Q2 2024 New
$111B
$4.69 Million 0.01% of portfolio
69
Q2 2024 Added 2.99%
$25.1B
$4.23 Million 0.01% of portfolio
33
Q2 2024 Added 3.13%
$143B
$7.27 Million 0.01% of portfolio
100
Q2 2024 Reduced 52.38%
$29.5B
$9.07 Million 0.01% of portfolio
34
Q2 2024 Added 3.03%
$26.9B
$4.2 Million 0.01% of portfolio
27
Q4 2023 New
$509M
$6.41 Million 0.01% of portfolio
500
Q4 2023 New
$60.8B
$9.33 Million 0.01% of portfolio
148
Q2 2024 Added 0.68%
$41.6B
$5.17 Million 0.01% of portfolio
65
Q2 2024 Added 3.17%
$24.8B
$9.18 Million 0.01% of portfolio
47
Q2 2024 Added 2.17%
$11.2B
$3.31 Million 0.01% of portfolio
45
Q2 2024 Added 2.27%
$66.2B
$6.7 Million 0.01% of portfolio
75
Q4 2023 New
$56.1B
$8.7 Million 0.01% of portfolio
80
Q4 2023 New
$0
$4.49 Million 0.01% of portfolio
99
Q2 2024 Added 2.06%
$30.1B
$8.71 Million 0.01% of portfolio
111
Q4 2023 New
$0
$9.17 Million 0.01% of portfolio
171
Q2 2024 Added 0.59%
$13.9B
$4.55 Million 0.01% of portfolio
160
Q4 2023 New
$43.8B
$3.44 Million 0.01% of portfolio
64
Q2 2024 Added 1.59%
$0
$4.16 Million 0.01% of portfolio
141
Q2 2024 Added 0.71%
$0
$6.97 Million 0.01% of portfolio
104
Q4 2023 New
$0
$4.54 Million 0.01% of portfolio
130
Q2 2024 Added 0.78%
$53.8B
$5.46 Million 0.01% of portfolio
36
Q4 2023 New
$8.97B
$5.63 Million 0.01% of portfolio
27
Q4 2023 New
$206B
$4.35 Million 0.01% of portfolio
43
Q2 2024 Added 2.38%
$5.67B
$8.36 Million 0.01% of portfolio
122
Q2 2024 New
$0
$4.13 Million 0.01% of portfolio
76
Q2 2024 Added 1.33%
$184B
$3.27 Million 0.01% of portfolio
76
Q2 2024 Added 5.56%
$18.7B
$6.61 Million 0.01% of portfolio
150
Q1 2024 Reduced 14.29%
$63.9B
$3.47 Million 0.01% of portfolio
203
Q2 2024 Added 2.53%
$217B
$2.75 Million 0.0% of portfolio
9
Q2 2024 Reduced 10.0%
$11.4B
$2.15 Million 0.0% of portfolio
48
Q2 2024 Added 2.13%
$1.42B
$1.37 Million 0.0% of portfolio
494
Q2 2024 Added 7.63%
$0
$837,000 0.0% of portfolio
20
Q2 2024 Added 400.0%
$7.17B
$1.59 Million 0.0% of portfolio
140
Q4 2023 New
$0
$983,000 0.0% of portfolio
49
Q2 2024 Added 4.26%
$0
$1.46 Million 0.0% of portfolio
30
Q2 2024 New
$0
$582,000 0.0% of portfolio
11
Q2 2024 New
$9.68B
$505,000 0.0% of portfolio
26
Q2 2024 Added 4.0%
$14.1B
$1.55 Million 0.0% of portfolio
147
Q2 2024 Reduced 8.7%
$259B
$1.67 Million 0.0% of portfolio
24
Q2 2024 Added 4.35%
$22.8B
$1.5 Million 0.0% of portfolio
82
Q2 2024 Added 1.23%
$0
$93,000 0.0% of portfolio
6
Q2 2024 Added 20.0%

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
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