Wiser Advisor Group LLC Purchases in Q2 2024

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
4
+ 2.0%
$39.98 - $45.05 $160 - $180
204 $8.25M
AMT
American Tower Corp

Real Estate
6
+ 1.3%
$171.0 - $200.41 $1.03K - $1.2K
468 $90.8M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1
+ 0.38%
$57.14 - $67.42 $57.1 - $67.4
265 $15.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
120
+ 3.48%
$102.13 - $110.88 $12.3K - $13.3K
3.57K $380M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.05%
$154.79 - $180.76 $155 - $181
96 $16.6M
UNP
Union Pacific Corp

Industrials
2
+ 4.17%
$221.38 - $247.4 $443 - $495
50 $11.1M
SBAC
Sba Communications Corp

Real Estate
1
+ 2.17%
$186.12 - $218.6 $186 - $219
47 $9.18M
MET
Metlife Inc

Financial Services
3
+ 1.15%
$68.55 - $74.22 $206 - $223
265 $18.6M
VLO
Valero Energy Corp

Energy
2
+ 2.82%
$148.38 - $183.39 $297 - $367
73 $11.3M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
17
+ 3.4%
$16.71 - $19.67 $284 - $334
517 $9M
VICI
Vici Properties Inc.

Real Estate
20
+ 1.5%
$27.15 - $30.51 $543 - $610
1.36K $38.8M
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.8%
$67.67 - $78.27 $135 - $157
253 $17.9M
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 1.09%
$131.96 - $143.19 $396 - $430
278 $36.7M
DOW
Dow Inc.

Basic Materials
7
+ 1.81%
$52.96 - $59.99 $371 - $420
393 $20.8M
NDAQ
Nasdaq, Inc.

Financial Services
4
+ 0.63%
$58.6 - $63.56 $234 - $254
641 $38.6M
ADM
Archer Daniels Midland CO

Consumer Defensive
7
+ 0.79%
$58.37 - $63.9 $409 - $447
896 $54.2M
CCI
Crown Castle International Corp

Real Estate
7
+ 2.53%
$93.05 - $104.26 $651 - $730
284 $27.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3
+ 1.76%
$113.56 - $129.6 $341 - $389
173 $20.3M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 1.0%
$228.38 - $258.55 $457 - $517
202 $48.7M
CSX
Csx Corp

Industrials
3
+ 0.47%
$32.18 - $36.78 $96.5 - $110
648 $21.6M
SUI
Sun Communities Inc

Real Estate
4
+ 1.22%
$111.32 - $128.2 $445 - $513
332 $39.9M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
38
+ 2.27%
$50.03 - $53.92 $1.9K - $2.05K
1.71K $85.6M
SYK
Stryker Corp

Healthcare
2
+ 1.23%
$324.3 - $354.67 $649 - $709
164 $55.6M
TRNO
Terreno Realty Corp

Real Estate
4
+ 0.94%
$54.1 - $65.4 $216 - $262
429 $25.3M
VNM
Vaneck Vietnam ETF

ETFs
104
+ 4.3%
$11.85 - $13.65 $1.23K - $1.42K
2.52K $30.7M
MPC
Marathon Petroleum Corp

Energy
2
+ 1.85%
$168.76 - $219.13 $338 - $438
110 $18.9M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2
+ 0.92%
$112.21 - $134.92 $224 - $270
219 $25.1M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
3
+ 0.96%
$17.43 - $27.95 $52.3 - $83.9
314 $5.6M
TGT
Target Corp

Consumer Defensive
2
+ 1.72%
$141.16 - $177.82 $282 - $356
118 $17.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.76%
$65.44 - $71.94 $393 - $432
798 $52.2M
CRM
Salesforce, Inc.

Technology
1
+ 1.3%
$218.01 - $304.74 $218 - $305
78 $19.8M
UPS
United Parcel Service Inc

Industrials
6
+ 1.78%
$134.2 - $152.27 $805 - $914
344 $47M
KRC
Kilroy Realty Corp

Real Estate
13
+ 1.72%
$31.17 - $35.87 $405 - $466
770 $24M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
302
+ 0.36%
$25.81 - $27.52 $7.79K - $8.31K
84.6K $2.26B
TM
Toyota Motor Corp

Consumer Cyclical
2
+ 2.38%
$193.58 - $246.99 $387 - $494
86 $17.6M
REXR
Rexford Industrial Realty, Inc.

Real Estate
8
+ 1.04%
$42.24 - $49.37 $338 - $395
780 $34.8M
EQIX
Equinix Inc

Real Estate
2
+ 3.13%
$692.71 - $809.68 $1.39K - $1.62K
66 $49.4M
NGG
National Grid PLC

Utilities
2
+ 0.46%
$55.5 - $73.31 $111 - $147
441 $25M
HST
Host Hotels & Resorts, Inc.

Real Estate
23
+ 1.05%
$17.79 - $20.72 $409 - $477
2.21K $39.8M
ALL
Allstate Corp

Financial Services
4
+ 0.76%
$157.07 - $175.41 $628 - $702
527 $84M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.83%
$144.38 - $157.78 $722 - $789
608 $88.8M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
39
+ 0.12%
$11.3 - $11.9 $441 - $464
31.6K $365M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.73%
$214.27 - $249.28 $643 - $748
413 $90.9M
CVS
Cvs Health Corp

Healthcare
9
+ 1.24%
$53.63 - $79.56 $483 - $716
737 $43.5M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.2K
+ 12.49%
$96.76 - $109.6 $212K - $241K
19.8K $1.92B
HD
Home Depot, Inc.

Consumer Cyclical
213
+ 6.5%
$325.1 - $368.03 $69.2K - $78.4K
3.49K $1.2B
PLD
Prologis, Inc.

Real Estate
92
+ 0.87%
$101.88 - $127.92 $9.37K - $11.8K
10.7K $1.2B
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
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email