Wiser Advisor Group LLC Purchases in Q4 2024

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SONY
Sony Group Corp

Technology
121
+ 403.33%
$17.53 - $96.8 $2.12K - $11.7K
151 $3.19M
HST
Host Hotels & Resorts, Inc.

Real Estate
25
+ 1.12%
$17.24 - $19.07 $431 - $477
2.26K $39.6M
Ge Healthcare
3
New
N/A
3 $235K
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.44%
$58.65 - $64.37 $235 - $257
909 $53.8M
BRX
Brixmor Property Group Inc.

Real Estate
8
+ 1.02%
N/A
793 $22.1M
LITE
Lumentum Holdings Inc.

Technology
1
New
$61.49 - $94.9 $61.5 - $94.9
1 $84K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3
+ 2.31%
$17.93 - $18.8 $53.8 - $56.4
133 $2.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.21%
$61.68 - $67.87 $61.7 - $67.9
477 $29.7M
VIAV
Viavi Solutions Inc.

Technology
6
New
$8.94 - $11.16 $53.6 - $67
6 $61K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 2.33%
$118.38 - $133.06 $118 - $133
44 $5.29M
DIV
Global X Superdividend Us ETF

ETFs
1
+ 20.0%
N/A
6 $99K
FNDX
Schwab Fundamental U S Large C

ETFs
211
+ 200.95%
$23.49 - $71.77 $4.96K - $15.1K
316 $7.49M
MET
Metlife Inc

Financial Services
2
+ 0.75%
$78.15 - $88.25 $156 - $177
268 $21.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
47
+ 102.17%
$25.74 - $53.78 $1.21K - $2.53K
93 $2.4M
BNDX
Vanguard Total International B

ETFs
2
+ 1.33%
$48.91 - $50.61 $97.8 - $101
152 $7.45M
BP
Bp PLC

Energy
1
+ 1.33%
$28.16 - $33.14 $28.2 - $33.1
76 $2.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
114
+ 103.64%
$24.19 - $50.58 $2.76K - $5.77K
224 $5.44M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 1.0%
$45.17 - $47.23 $45.2 - $47.2
101 $4.59M
WELL
Welltower Inc.

Real Estate
9
+ 1.4%
$123.11 - $139.3 $1.11K - $1.25K
653 $82.3M
IEMG
Ishares Inc

ETFs
1
+ 2.63%
N/A
39 $2.03M
F
Ford Motor CO

Consumer Cyclical
4
+ 1.25%
$9.69 - $11.4 $38.8 - $45.6
323 $3.2M
EMB
Ishares Tr

ETFs
1
+ 1.59%
$88.94 - $93.46 $88.9 - $93.5
64 $5.71M
PFFA
Etfis Ser Tr I

ETFs
12
+ 2.26%
$21.82 - $23.21 $262 - $279
544 $11.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2
+ 1.17%
$45.07 - $47.1 $90.1 - $94.2
173 $7.82M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
2
+ 0.99%
$40.35 - $42.45 $80.7 - $84.9
205 $8.39M
CVX
Chevron Corp

Energy
3
+ 0.85%
$141.15 - $162.53 $423 - $488
356 $51.6M
FNDF
Schwab Fundamental Intl Large

ETFs
4
+ 3.05%
$32.92 - $37.15 $132 - $149
135 $4.47M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.75%
$161.05 - $179.7 $161 - $180
135 $22.6M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14
+ 2.63%
$17.41 - $19.29 $244 - $270
547 $9.53M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5
+ 1.69%
$46.46 - $51.66 $232 - $258
300 $14.5M
TSCO
Tractor Supply CO

Consumer Cyclical
135
+ 397.06%
$52.59 - $303.74 $7.1K - $41K
169 $8.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 1.45%
$96.64 - $101.23 $387 - $405
280 $27.1M
MMM
3 M CO

Industrials
1
+ 0.76%
$124.74 - $137.12 $125 - $137
132 $17.1M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
2
+ 0.63%
$20.06 - $25.14 $40.1 - $50.3
317 $6.68M
SHEL
Shell PLC

Energy
3
+ 0.82%
$60.63 - $70.23 $182 - $211
371 $23.3M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.5%
$130.36 - $139.54 $130 - $140
202 $27.1M
LAMR
Lamar Advertising CO

Real Estate
1
+ 1.02%
$121.37 - $138.11 $121 - $138
99 $12.1M
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.71%
$216.28 - $237.81 $433 - $476
285 $62.8M
TGT
Target Corp

Consumer Defensive
1
+ 1.79%
$121.59 - $160.69 $122 - $161
57 $7.65M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
4
+ 0.9%
$30.82 - $34.31 $123 - $137
448 $14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 1.41%
$44.04 - $49.49 $220 - $247
360 $15.8M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.61%
N/A
332 $50.1M
TRP
Tc Energy Corp

Energy
145
+ 1.81%
$44.03 - $50.23 $6.38K - $7.28K
8.14K $379M
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.39%
$73.97 - $84.09 $74 - $84.1
255 $19.5M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 1.75%
$79.07 - $109.36 $79.1 - $109
58 $4.66M
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.74%
$66.06 - $72.51 $198 - $218
409 $27.2M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.65%
$87.44 - $102.5 $175 - $205
308 $28.1M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.03%
$164.99 - $203.87 $165 - $204
98 $17.5M
CARR
Carrier Global Corp

Industrials
1
+ 0.68%
$66.69 - $82.65 $66.7 - $82.7
149 $10.2M
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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