Wiser Advisor Group LLC New Holdings in Q3 2025

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
22.1K
New
$98.53 - $107.1 $2.18M - $2.37M
22.1K $2.32B
HMOP
Hartford Fds Exchange Traded T

ETFs
46.9K
New
$37.94 - $39.14 $1.78M - $1.83M
46.9K $1.83B
VPN
Global X Fds Data Ctr Reits &

ETFs
82.9K
New
N/A
82.9K $1.7B
MLPA
Global X Mlp ETF

ETFs
26.5K
New
$48.25 - $51.56 $1.28M - $1.37M
26.5K $1.28B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.8K
New
$31.79 - $33.42 $663K - $697K
20.8K $697M
ZM
Zoom Video Communications, Inc.

Technology
7.19K
New
$69.77 - $86.83 $501K - $624K
7.19K $593M
NVO
Novo Nordisk A S

Healthcare
8.19K
New
$45.38 - $71.7 $372K - $588K
8.19K $455M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
19.5K
New
$21.89 - $23.17 $426K - $451K
19.5K $450M
TRP
Tc Energy Corp

Energy
7.22K
New
$46.58 - $54.41 $336K - $393K
7.22K $393M
QQQ
Invesco Qqq Trust, Series 1

ETFs
616
New
$546.99 - $602.2 $337K - $371K
616 $370M
ORCL
Oracle Corp

Technology
884
New
$218.96 - $328.33 $194K - $290K
884 $249M
AVGO
Broadcom Inc.

Technology
738
New
$264.74 - $369.57 $195K - $273K
738 $243M
HYD
Vaneck High Yield Muni ETF

ETFs
4.54K
New
$48.85 - $50.94 $222K - $231K
4.54K $231M
FPX
First Trust Us Equity Opportun

ETFs
1.33K
New
$141.57 - $166.21 $188K - $221K
1.33K $221M
IVE
Ishares S&P 500 Value ETF

ETFs
1.01K
New
$194.44 - $206.51 $196K - $208K
1.01K $208M
GOOG
Alphabet Inc.

Communication Services
805
New
$175.16 - $255.24 $141K - $205K
805 $196M
ABT
Abbott Laboratories

Healthcare
1.42K
New
$120.51 - $136.62 $171K - $194K
1.42K $190M
COST
Costco Wholesale Corp

Consumer Defensive
182
New
$915.95 - $994.57 $167K - $181K
182 $169M
VNM
Vaneck Vietnam ETF

ETFs
9.37K
New
$13.72 - $18.43 $129K - $173K
9.37K $167M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
5.4K
New
$23.69 - $24.32 $128K - $131K
5.4K $131M
RTX
Raytheon Technologies Corp

Industrials
740
New
$144.19 - $167.33 $107K - $124K
740 $124M
WELL
Welltower Inc.

Real Estate
656
New
$150.71 - $178.14 $98.9K - $117K
656 $117M
ALL
Allstate Corp

Financial Services
540
New
$192.0 - $214.65 $104K - $116K
540 $116M
NFLX
Netflix Inc

Communication Services
95
New
$1147.87 - $1297.18 $109K - $123K
95 $114M
CSCO
Cisco Systems, Inc.

Technology
1.62K
New
$66.2 - $71.79 $108K - $117K
1.62K $111M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1.76K
New
$57.15 - $62.12 $100K - $109K
1.76K $109M
WM
Waste Management Inc

Industrials
487
New
$213.88 - $237.1 $104K - $115K
487 $108M
TMO
Thermo Fisher Scientific Inc.

Healthcare
207
New
$404.94 - $499.99 $83.8K - $103K
207 $101M
JNJ
Johnson & Johnson

Healthcare
534
New
$155.17 - $185.42 $82.9K - $99K
534 $99.1M
AMT
American Tower Corp

Real Estate
484
New
$192.32 - $232.35 $93.1K - $112K
484 $93.1M
AXP
American Express CO

Financial Services
265
New
$294.27 - $342.31 $78K - $90.7K
265 $88M
LOW
Lowes Companies Inc

Consumer Cyclical
343
New
$215.01 - $273.02 $73.7K - $93.6K
343 $86.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.05K
New
$38.58 - $58.24 $79.1K - $119K
2.05K $80.3M
VEA
Vanguard Ftse Developed Market

ETFs
1.32K
New
$56.02 - $60.3 $74.1K - $79.7K
1.32K $79.2M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1.82K
New
$37.67 - $41.83 $68.5K - $76K
1.82K $75.7M
ELV
Elevance Health, Inc.

Healthcare
232
New
$274.66 - $395.76 $63.7K - $91.8K
232 $75M
NEE
Nextera Energy Inc

Utilities
872
New
$69.77 - $77.54 $60.8K - $67.6K
872 $65.8M
COIN
Coinbase Global, Inc.

Technology
193
New
$297.99 - $419.78 $57.5K - $81K
193 $65.1M
DGX
Quest Diagnostics Inc

Healthcare
337
New
N/A
337 $64.2M
EBAY
Ebay Inc

Consumer Cyclical
697
New
$75.33 - $100.77 $52.5K - $70.2K
697 $63.4M
RDVY
First Trust Rising Dividend Ac

ETFs
918
New
$62.38 - $67.29 $57.3K - $61.8K
918 $61.7M
LMT
Lockheed Martin Corp

Industrials
123
New
$410.74 - $499.21 $50.5K - $61.4K
123 $61.2M
SYK
Stryker Corp

Healthcare
165
New
$368.57 - $403.53 $60.8K - $66.6K
165 $61.1M
ADBE
Adobe Inc.

Technology
172
New
$333.65 - $392.1 $57.4K - $67.4K
172 $60.7M
HON
Honeywell International Inc

Industrials
282
New
$207.7 - $240.4 $58.6K - $67.8K
282 $59.4M
NDAQ
Nasdaq, Inc.

Financial Services
650
New
$86.73 - $96.94 $56.4K - $63K
650 $57.5M
CVX
Chevron Corp

Energy
368
New
$145.57 - $161.83 $53.6K - $59.6K
368 $57.2M
AVB
Avalonbay Communities Inc

Real Estate
293
New
$182.72 - $204.51 $53.5K - $59.9K
293 $56.5M
O
Realty Income Corp

Real Estate
922
New
$56.13 - $60.79 $51.8K - $56K
922 $56M
Activity Summary
Buys All Purchases 236 New Holdings 210 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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