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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.6B
$17.3 Million 0.03% of portfolio
177
Q4 2024 Added 1.14%
$20.1B
$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%
$26.4B
$22.1 Million 0.03% of portfolio
376
Q4 2024 Added 0.8%
$19.5B
$21.1 Million 0.03% of portfolio
661
Q4 2024 Added 0.76%
$13.3B
$21.1 Million 0.03% of portfolio
900
Q4 2024 Reduced 4.56%
$403B
$22.6 Million 0.03% of portfolio
135
Q4 2024 Added 0.75%
$22B
$17.3 Million 0.03% of portfolio
139
Q4 2024 Added 0.72%
$86.7B
$18.9 Million 0.03% of portfolio
221
Q2 2024 Reduced 29.17%
$32.8B
$10.4 Million 0.02% of portfolio
111
Q4 2023 New
$35.2B
$13.3 Million 0.02% of portfolio
72
Q3 2024 Added 166.67%
$80.1B
$17.1 Million 0.02% of portfolio
132
Q4 2024 Added 0.76%
$10.6B
$12.1 Million 0.02% of portfolio
99
Q4 2024 Added 1.02%
$98.7B
$11.9 Million 0.02% of portfolio
227
Q4 2024 Added 1.79%
$47.3B
$10.9 Million 0.02% of portfolio
83
Q4 2023 New
$20.9B
$17.1 Million 0.02% of portfolio
114
Q4 2024 Added 0.88%
$71.6B
$11.7 Million 0.02% of portfolio
70
Q3 2024 Reduced 12.5%
$12.6B
$14.5 Million 0.02% of portfolio
300
Q4 2024 Added 1.69%
$3.87B
$15.4 Million 0.02% of portfolio
100
Q4 2023 New
$764M
$13.3 Million 0.02% of portfolio
766
Q3 2024 Reduced 42.32%
$230B
$13.8 Million 0.02% of portfolio
210
Q3 2024 Reduced 0.47%
$76.7B
$15.4 Million 0.02% of portfolio
110
Q2 2024 Added 1.85%
$5.95B
$15.8 Million 0.02% of portfolio
738
Q4 2024 Added 0.82%
$109B
$13.2 Million 0.02% of portfolio
264
Q3 2024 Reduced 0.38%
$4.54B
$14 Million 0.02% of portfolio
448
Q4 2024 Added 0.9%
$66.1B
$11.6 Million 0.02% of portfolio
41
Q2 2024 Added 2.5%
$57.2B
$7.65 Million 0.01% of portfolio
57
Q4 2024 Added 1.79%
$190B
$6.7 Million 0.01% of portfolio
294
Q4 2024 Reduced 5.16%
$13B
$4.66 Million 0.01% of portfolio
58
Q4 2024 Added 1.75%
$42.5B
$3.72 Million 0.01% of portfolio
46
Q2 2024 Added 2.22%
$156B
$6.03 Million 0.01% of portfolio
100
Q2 2024 Reduced 52.38%
$851M
$6.68 Million 0.01% of portfolio
317
Q4 2024 Added 0.63%
$10.5B
$3.7 Million 0.01% of portfolio
45
Q2 2024 Added 2.27%
$67.9B
$8.62 Million 0.01% of portfolio
267
Q3 2024 Reduced 58.8%
$16.2B
$9.09 Million 0.01% of portfolio
1,400
Q1 2024 New
$40.9B
$4.95 Million 0.01% of portfolio
65
Q2 2024 Added 3.17%
$3.46B
$9.53 Million 0.01% of portfolio
547
Q4 2024 Added 2.63%
$27.8B
$8.19 Million 0.01% of portfolio
204
Q4 2024 Reduced 48.74%
$6.26B
$8.98 Million 0.01% of portfolio
169
Q4 2024 Added 397.06%
$522M
$6.33 Million 0.01% of portfolio
500
Q4 2023 New
$60.2B
$3.94 Million 0.01% of portfolio
296
Q3 2024 Added 0.34%
$11.8B
$8.75 Million 0.01% of portfolio
27
Q4 2023 New
$617M
$8.74 Million 0.01% of portfolio
800
Q4 2024 New
$55.3B
$10.2 Million 0.01% of portfolio
149
Q4 2024 Added 0.68%
$33.7B
$5.81 Million 0.01% of portfolio
101
Q3 2024 Added 1.0%
$0
$9.23 Million 0.01% of portfolio
387
Q4 2023 New
$44.9B
$5.85 Million 0.01% of portfolio
98
Q3 2024 Reduced 77.78%
$22.2B
$4.35 Million 0.01% of portfolio
150
Q1 2024 Reduced 14.29%
$239B
$5.29 Million 0.01% of portfolio
44
Q4 2024 Added 2.33%

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
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