Wiser Advisor Group LLC Incresed Positions in Q1 2025

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1.71K
+ 68.07%
$725.72 - $929.72 $1.24M - $1.59M
4.22K $3.49B
MLPA
Global X Mlp ETF

ETFs
6.42K
+ 47.86%
$49.83 - $54.53 $320K - $350K
19.8K $1.06B
VNQ
Vanguard Specialized Funds Van

ETFs
2.25K
+ 31.19%
$85.55 - $94.34 $193K - $213K
9.48K $858M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.12K
+ 82.27%
$203.38 - $274.79 $227K - $307K
2.48K $509M
RACE
Ferrari N.V.

Consumer Cyclical
423
+ 32.46%
$413.73 - $508.15 $175K - $215K
1.73K $739M
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.82K
+ 99.1%
$36.88 - $49.3 $214K - $287K
11.7K $431M
KO
Coca Cola CO

Consumer Defensive
463
+ 3.33%
$60.81 - $72.32 $28.2K - $33.5K
14.4K $1.03B
DIS
Walt Disney CO

Communication Services
1.61K
+ 96.41%
$96.87 - $114.0 $156K - $184K
3.28K $324M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
470
+ 0.57%
$25.98 - $28.41 $12.2K - $13.4K
82.6K $2.27B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
925
+ 60.1%
$165.25 - $224.62 $153K - $208K
2.46K $409M
META
Meta Platforms, Inc.

Communication Services
204
+ 6.26%
$576.36 - $736.67 $118K - $150K
3.46K $1.99B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
190
+ 413.04%
$408.78 - $448.82 $77.7K - $85.3K
236 $99M
ZM
Zoom Video Communications, Inc.

Technology
1.52K
+ 30.47%
$72.23 - $88.64 $110K - $135K
6.52K $481M
VNM
Vaneck Vietnam ETF

ETFs
5.44K
+ 114.03%
$11.13 - $12.76 $60.5K - $69.4K
10.2K $127M
PFE
Pfizer Inc

Healthcare
1.52K
+ 31.46%
$25.01 - $27.13 $38.1K - $41.3K
6.36K $161M
HYLB
Xtrackers Usd High Yield Corp

ETFs
842
+ 2.65%
$35.96 - $36.72 $30.3K - $30.9K
32.6K $1.18B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.79K
+ 8.81%
$89.18 - $104.04 $159K - $186K
22K $2.02B
HD
Home Depot, Inc.

Consumer Cyclical
277
+ 7.73%
$347.25 - $424.87 $96.2K - $118K
3.86K $1.41B
V
Visa Inc.

Financial Services
1
+ 0.17%
$306.92 - $362.71 $307 - $363
588 $206M
WELL
Welltower Inc.

Real Estate
3
+ 0.46%
$124.05 - $156.86 $372 - $471
656 $100M
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 9.33%
$890.62 - $1076.86 $12.5K - $15.1K
164 $155M
AMT
American Tower Corp

Real Estate
4
+ 0.84%
$173.46 - $217.6 $694 - $870
478 $104M
ELV
Elevance Health, Inc.

Healthcare
1
+ 0.44%
$365.9 - $436.25 $366 - $436
230 $100M
WM
Waste Management Inc

Industrials
2
+ 0.41%
$200.54 - $233.78 $401 - $468
484 $112M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.49%
$142.06 - $167.7 $426 - $503
618 $103M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
178
+ 29.37%
$58.01 - $64.46 $10.3K - $11.5K
784 $48.7M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5
+ 0.29%
$47.66 - $57.45 $238 - $287
1.72K $93.8M
NET
Cloudflare, Inc.

Technology
96
+ 384.0%
$110.71 - $176.5 $10.6K - $16.9K
121 $13.6M
CVX
Chevron Corp

Energy
4
+ 1.12%
$146.71 - $167.97 $587 - $672
360 $60.2M
ALL
Allstate Corp

Financial Services
2
+ 0.38%
$180.99 - $210.18 $362 - $420
534 $111M
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.54%
$58.74 - $64.87 $822 - $908
2.6K $160M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.74%
$56.12 - $68.15 $337 - $409
814 $55.3M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.3%
N/A
333 $56.4M
VICI
Vici Properties Inc.

Real Estate
21
+ 1.51%
$28.21 - $32.68 $592 - $686
1.42K $46.2M
MPLX
Mplx LP

Energy
14
+ 1.81%
$47.88 - $54.65 $670 - $765
788 $42.2M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.5%
$123.25 - $162.53 $123 - $163
203 $31.9M
O
Realty Income Corp

Real Estate
12
+ 1.36%
$51.67 - $58.49 $620 - $702
896 $52M
CCI
Crown Castle International Corp

Real Estate
4
+ 1.37%
$84.33 - $106.39 $337 - $426
296 $30.9M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.43%
$61.61 - $70.93 $185 - $213
693 $46.9M
VTR
Ventas, Inc.

Real Estate
3
+ 0.8%
$56.9 - $70.47 $171 - $211
379 $26.1M
XOM
Exxon Mobil Corp

Energy
3
+ 0.98%
$105.44 - $118.93 $316 - $357
308 $36.6M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.56%
$461.52 - $548.18 $462 - $548
181 $94.8M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.02%
$169.2 - $216.66 $169 - $217
99 $20.8M
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
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
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
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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