Wiser Advisor Group LLC Purchases in Q2 2025

Wiser Advisor Group LLC

  • $57.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
10.3K
New
$101.69 - $139.02 $1.05M - $1.44M
10.3K $1.44B
NVDA
Nvidia Corp

Technology
2.74K
+ 36.34%
$94.31 - $157.99 $258K - $432K
10.3K $1.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.52K
+ 2618.97%
$483.48 - $539.8 $734K - $820K
1.58K $766M
MSFT
Microsoft Corp

Technology
172
+ 4.18%
$354.56 - $497.45 $61K - $85.6K
4.29K $2.13B
META
Meta Platforms, Inc.

Communication Services
33
+ 0.95%
$484.66 - $738.09 $16K - $24.4K
3.49K $2.58B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.65K
+ 66.88%
$141.37 - $228.57 $233K - $377K
4.11K $931M
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 0.68%
$167.32 - $223.3 $14.9K - $19.9K
13.2K $2.89B
GOOGL
Alphabet Inc.

Communication Services
218
+ 1.52%
$144.7 - $178.6 $31.5K - $38.9K
14.5K $2.56B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.81K
+ 12.24%
$19.6 - $24.44 $153K - $191K
71.6K $1.75B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
724
+ 306.78%
$376.48 - $440.65 $273K - $319K
960 $423M
RACE
Ferrari N.V.

Consumer Cyclical
131
+ 7.59%
$397.86 - $499.02 $52.1K - $65.4K
1.86K $911M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 2.43%
$221.86 - $362.89 $6.66K - $10.9K
1.27K $402M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34
+ 0.08%
$20.42 - $25.3 $694 - $860
40.8K $1.03B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
1.13K
+ 8.79%
$37.18 - $42.55 $42.2K - $48.3K
14K $597M
HYLB
Xtrackers Usd High Yield Corp

ETFs
740
+ 2.27%
$34.72 - $36.92 $25.7K - $27.3K
33.4K $1.23B
Enbridge Inc 6 77
20K
New
N/A
20K $20M
KO
Coca Cola CO

Consumer Defensive
378
+ 2.63%
$68.37 - $73.9 $25.8K - $27.9K
14.7K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.36%
$335.24 - $380.78 $4.69K - $5.33K
3.87K $1.42B
V
Visa Inc.

Financial Services
1
+ 0.17%
$308.27 - $373.31 $308 - $373
589 $209M
MCD
Mcdonalds Corp

Consumer Cyclical
292
+ 7.1%
$285.55 - $321.23 $83.4K - $93.8K
4.4K $1.29B
VNQ
Vanguard Specialized Funds Van

ETFs
117
+ 1.23%
$79.79 - $91.42 $9.34K - $10.7K
9.59K $854M
LLY
Eli Lilly & CO

Healthcare
77
+ 1.82%
$713.71 - $898.95 $55K - $69.2K
4.3K $3.35B
Activity Summary
Buys All Purchases 23 New Holdings 2 Increased Positions 21 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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