Wiser Advisor Group LLC Purchases in Q1 2025

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADC
Agree Realty Corp

Real Estate
4
+ 0.92%
$68.36 - $77.19 $273 - $309
441 $34.1M
UDR
Udr, Inc.

Real Estate
13
+ 1.02%
$40.09 - $46.04 $521 - $599
1.29K $58.4M
SYNA
Synaptics Inc

Technology
40
New
$61.71 - $87.87 $2.47K - $3.51K
40 $2.55M
ISRG
Intuitive Surgical Inc

Healthcare
5
New
$476.63 - $610.45 $2.38K - $3.05K
5 $2.48M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
20
New
$120.24 - $134.3 $2.4K - $2.69K
20 $2.44M
MMM
3 M CO

Industrials
1
+ 0.76%
$129.7 - $155.12 $130 - $155
133 $19.5M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.2%
$71.24 - $83.64 $71.2 - $83.6
513 $40.2M
UPST
Upstart Holdings, Inc.

Financial Services
50
New
$46.03 - $88.77 $2.3K - $4.44K
50 $2.3M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.65%
$91.75 - $115.81 $184 - $232
310 $30.4M
SUI
Sun Communities Inc

Real Estate
2
+ 0.59%
$120.53 - $136.43 $241 - $273
339 $43.7M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 2.2%
$50.81 - $60.02 $254 - $300
232 $13.9M
TRNO
Terreno Realty Corp

Real Estate
3
+ 0.69%
$57.4 - $68.5 $172 - $206
438 $27.7M
VVI
Viad Corp

Industrials
50
New
$38.76 - $41.63 $1.94K - $2.08K
50 $1.77M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14
+ 2.56%
$17.15 - $21.07 $240 - $295
561 $11.2M
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.78%
$71.24 - $84.73 $142 - $169
257 $21.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
+ 1.85%
$48.65 - $53.06 $243 - $265
276 $14.3M
KKR
Kkr & Co. Inc.

Financial Services
10
New
$108.17 - $167.07 $1.08K - $1.67K
10 $1.16M
HUBS
Hubspot Inc

Technology
2
New
$571.29 - $819.71 $1.14K - $1.64K
2 $1.14M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5
+ 1.67%
$45.62 - $51.12 $228 - $256
305 $15.5M
QUIK
Quicklogic Corp

Technology
200
New
$5.11 - $12.0 $1.02K - $2.4K
200 $1.02M
PEGA
Pegasystems Inc

Technology
13
New
$68.14 - $112.29 $886 - $1.46K
13 $904K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
41
+ 0.78%
$23.87 - $24.35 $979 - $998
5.3K $127M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
5
+ 1.12%
$30.51 - $32.85 $153 - $164
453 $14.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.71%
$95.85 - $99.25 $192 - $199
282 $27.9M
REXR
Rexford Industrial Realty, Inc.

Real Estate
8
+ 1.01%
$37.17 - $41.44 $297 - $332
801 $31.4M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.74%
$158.56 - $176.26 $159 - $176
136 $23.1M
C
Citigroup Inc

Financial Services
3
+ 0.62%
$67.23 - $84.63 $202 - $254
485 $34.5M
PEAK
Healthpeak Properties, Inc.

Real Estate
28
+ 1.5%
N/A
1.9K $38.4M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.4%
$185.78 - $198.58 $743 - $794
1K $191M
Healthcare Realty
25
+ 1.92%
N/A
1.33K $22.4M
CUBE
Cube Smart

Real Estate
8
+ 1.21%
$40.23 - $43.23 $322 - $346
667 $28.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5
+ 2.23%
$24.05 - $24.86 $120 - $124
229 $5.69M
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.73%
$64.36 - $69.32 $193 - $208
412 $27.5M
COLD
Americold Realty Trust

Real Estate
8
+ 1.08%
$20.74 - $23.05 $166 - $184
746 $16M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
2
+ 0.98%
$39.95 - $42.5 $79.9 - $85
207 $8.56M
EMB
Ishares Tr

ETFs
1
+ 1.56%
$88.64 - $92.03 $88.6 - $92
65 $5.86M
F
Ford Motor CO

Consumer Cyclical
10
+ 3.1%
$9.12 - $10.43 $91.2 - $104
333 $3.34M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.99%
$44.68 - $46.49 $44.7 - $46.5
102 $4.72M
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.75%
$143.8 - $161.28 $288 - $323
116 $17.2M
FNDX
Schwab Fundamental U S Large C

ETFs
2
+ 0.63%
$23.03 - $25.01 $46.1 - $50
318 $7.5M
PFFA
Etfis Ser Tr I

ETFs
13
+ 2.39%
$21.21 - $22.3 $276 - $290
557 $11.8M
Canadian Pacific
51
+ 2.94%
N/A
1.78K $125M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 1.72%
$76.43 - $90.41 $76.4 - $90.4
59 $4.51M
MET
Metlife Inc

Financial Services
1
+ 0.37%
$77.7 - $87.0 $77.7 - $87
269 $21.6M
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.44%
$57.22 - $63.39 $229 - $254
913 $53.5M
VTRS
Viatris Inc

Healthcare
1
+ 0.85%
$8.68 - $12.42 $8.68 - $12.4
119 $1.04M
LAMR
Lamar Advertising CO

Real Estate
1
+ 1.01%
$110.65 - $132.9 $111 - $133
100 $11.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 1.13%
$92.51 - $102.81 $185 - $206
179 $16.6M
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 0.31%
$72.17 - $83.76 $144 - $168
646 $49M
Activity Summary
Buys All Purchases 128 New Holdings 15 Increased Positions 113 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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