Wiser Advisor Group LLC Incresed Positions in Q4 2024

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIV
Global X Superdividend Us ETF

ETFs
1
+ 20.0%
N/A
6 $99K
FNDX
Schwab Fundamental U S Large C

ETFs
211
+ 200.95%
$23.49 - $71.77 $4.96K - $15.1K
316 $7.49M
MET
Metlife Inc

Financial Services
2
+ 0.75%
$78.15 - $88.25 $156 - $177
268 $21.9M
SCHP
Schwab Strategic Us Tips ETF

ETFs
47
+ 102.17%
$25.74 - $53.78 $1.21K - $2.53K
93 $2.4M
BNDX
Vanguard Total International B

ETFs
2
+ 1.33%
$48.91 - $50.61 $97.8 - $101
152 $7.45M
BP
Bp PLC

Energy
1
+ 1.33%
$28.16 - $33.14 $28.2 - $33.1
76 $2.23M
SCHR
Schwab Intermediate Term Us Tr

ETFs
114
+ 103.64%
$24.19 - $50.58 $2.76K - $5.77K
224 $5.44M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 1.0%
$45.17 - $47.23 $45.2 - $47.2
101 $4.59M
WELL
Welltower Inc.

Real Estate
9
+ 1.4%
$123.11 - $139.3 $1.11K - $1.25K
653 $82.3M
IEMG
Ishares Inc

ETFs
1
+ 2.63%
N/A
39 $2.03M
EMB
Ishares Tr

ETFs
1
+ 1.59%
$88.94 - $93.46 $88.9 - $93.5
64 $5.71M
PFFA
Etfis Ser Tr I

ETFs
12
+ 2.26%
$21.82 - $23.21 $262 - $279
544 $11.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2
+ 1.17%
$45.07 - $47.1 $90.1 - $94.2
173 $7.82M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
2
+ 0.99%
$40.35 - $42.45 $80.7 - $84.9
205 $8.39M
CVX
Chevron Corp

Energy
3
+ 0.85%
$141.15 - $162.53 $423 - $488
356 $51.6M
FNDF
Schwab Fundamental Intl Large

ETFs
4
+ 3.05%
$32.92 - $37.15 $132 - $149
135 $4.47M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.75%
$161.05 - $179.7 $161 - $180
135 $22.6M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14
+ 2.63%
$17.41 - $19.29 $244 - $270
547 $9.53M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5
+ 1.69%
$46.46 - $51.66 $232 - $258
300 $14.5M
TSCO
Tractor Supply CO

Consumer Cyclical
135
+ 397.06%
$52.59 - $303.74 $7.1K - $41K
169 $8.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4
+ 1.45%
$96.64 - $101.23 $387 - $405
280 $27.1M
MMM
3 M CO

Industrials
1
+ 0.76%
$124.74 - $137.12 $125 - $137
132 $17.1M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
2
+ 0.63%
$20.06 - $25.14 $40.1 - $50.3
317 $6.68M
SHEL
Shell PLC

Energy
3
+ 0.82%
$60.63 - $70.23 $182 - $211
371 $23.3M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.5%
$130.36 - $139.54 $130 - $140
202 $27.1M
LAMR
Lamar Advertising CO

Real Estate
1
+ 1.02%
$121.37 - $138.11 $121 - $138
99 $12.1M
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.71%
$216.28 - $237.81 $433 - $476
285 $62.8M
TGT
Target Corp

Consumer Defensive
1
+ 1.79%
$121.59 - $160.69 $122 - $161
57 $7.65M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
4
+ 0.9%
$30.82 - $34.31 $123 - $137
448 $14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 1.41%
$44.04 - $49.49 $220 - $247
360 $15.8M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.61%
N/A
332 $50.1M
TRP
Tc Energy Corp

Energy
145
+ 1.81%
$44.03 - $50.23 $6.38K - $7.28K
8.14K $379M
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.39%
$73.97 - $84.09 $74 - $84.1
255 $19.5M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 1.75%
$79.07 - $109.36 $79.1 - $109
58 $4.66M
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.74%
$66.06 - $72.51 $198 - $218
409 $27.2M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 0.65%
$87.44 - $102.5 $175 - $205
308 $28.1M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.03%
$164.99 - $203.87 $165 - $204
98 $17.5M
CARR
Carrier Global Corp

Industrials
1
+ 0.68%
$66.69 - $82.65 $66.7 - $82.7
149 $10.2M
VTR
Ventas, Inc.

Real Estate
3
+ 0.8%
$57.73 - $66.48 $173 - $199
376 $22.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
50
+ 0.96%
$23.99 - $24.55 $1.2K - $1.23K
5.26K $126M
UDR
Udr, Inc.

Real Estate
12
+ 0.95%
$41.3 - $46.33 $496 - $556
1.28K $55.5M
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.76%
$31.4 - $34.69 $157 - $173
661 $21.1M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.44%
$57.51 - $67.17 $173 - $202
690 $42.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 0.95%
$113.92 - $127.38 $3.87K - $4.33K
3.62K $417M
WM
Waste Management Inc

Industrials
2
+ 0.42%
$201.79 - $228.46 $404 - $457
482 $97.2M
XOM
Exxon Mobil Corp

Energy
3
+ 0.99%
$105.51 - $125.37 $317 - $376
305 $32.8M
UPS
United Parcel Service Inc

Industrials
4
+ 1.31%
$122.65 - $138.35 $491 - $553
309 $39M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 2.36%
$58.88 - $64.8 $824 - $907
606 $35.7M
ORCL
Oracle Corp

Technology
2
+ 0.23%
$165.41 - $192.43 $331 - $385
877 $146M
Activity Summary
Buys All Purchases 147 New Holdings 11 Increased Positions 136 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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