Wiser Advisor Group LLC Purchases and Sells in Q3 2025

Wiser Advisor Group LLC

$80.4 Billion
Q3 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	403 + 2.77%	$174.36 - $254.72 $70.3K - $103K	14.9K $3.63B
GRID	1.95K + 18.86%	$138.08 - $151.2 $269K - $295K	12.3K $1.86B
NVDA	389 + 3.79%	$153.3 - $186.58 $59.6K - $72.6K	10.7K $1.99B
TSM	285 + 6.93%	$224.68 - $282.71 $64K - $80.6K	4.4K $1.23B
SCHX	3.54K + 4.94%	$24.46 - $26.5 $86.6K - $93.8K	75.1K $1.98B
JPM	175 + 2.83%	$282.78 - $316.06 $49.5K - $55.3K	6.37K $2.01B

New Holdings

210 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XMHQ	22.1K New	$98.53 - $107.1 $2.18M - $2.37M	22.1K $2.32B
HMOP	46.9K New	$37.94 - $39.14 $1.78M - $1.83M	46.9K $1.83B
VPN	82.9K New	N/A	82.9K $1.7B
MLPA	26.5K New	$48.25 - $51.56 $1.28M - $1.37M	26.5K $1.28B
BUFR	20.8K New	$31.79 - $33.42 $663K - $697K	20.8K $697M
ZM	7.19K New	$69.77 - $86.83 $501K - $624K	7.19K $593M

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-1.88K - 6.36%	$72.57 - $74.72 $137K - $141K	27.7K $2.06B
PLD	-928 - 12.35%	$104.08 - $115.35 $96.6K - $107K	6.59K $754M
FPE	-2.62K - 5.42%	$17.81 - $18.39 $46.7K - $48.2K	45.7K $834M
DIA	-37 - 3.85%	$435.72 - $463.74 $16.1K - $17.2K	923 $428M
BRK-B	-30 - 1.9%	$459.11 - $506.91 $13.8K - $15.2K	1.55K $778M
VTV	-470 - 4.27%	$175.51 - $186.57 $82.5K - $87.7K	10.5K $1.97B

Activity Summary All Purchases 236 New Holdings 210 Increased Positions 26 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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