Wiser Advisor Group LLC Reduced Holdings in Q3 2024

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-265
- 53.54%
$531.86 - $624.21 $141K - $165K
230 $142M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-2.53K
- 64.96%
$51.81 - $60.7 $131K - $154K
1.37K $81.4M
ABT
Abbott Laboratories

Healthcare
-1.36K
- 41.59%
$100.07 - $118.13 $136K - $161K
1.91K $218M
Jacobs Solutions
-677
- 30.72%
N/A
1.53K $200M
DIS
Walt Disney CO

Communication Services
-901
- 25.7%
$85.6 - $98.61 $77.1K - $88.8K
2.61K $251M
DUK
Duke Energy Corp

Utilities
-1.16K
- 37.76%
$99.35 - $117.71 $115K - $136K
1.91K $220M
FPX
First Trust Us Equity Opportun

ETFs
-901
- 38.92%
$92.33 - $110.55 $83.2K - $99.6K
1.41K $156M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3.04K
- 8.55%
$35.26 - $36.92 $107K - $112K
32.5K $1.2B
VZ
Verizon Communications Inc

Communication Services
-1.82K
- 24.34%
$38.89 - $45.0 $70.9K - $82K
5.66K $254M
MGM
Mgm Resorts International

Consumer Cyclical
-500
- 39.03%
$34.07 - $46.78 $17K - $23.4K
781 $30.5M
ILMN
Illumina, Inc.

Healthcare
-362
- 40.22%
$105.28 - $135.9 $38.1K - $49.2K
538 $70.2M
NGG
National Grid PLC

Utilities
-343
- 77.78%
$57.14 - $70.48 $19.6K - $24.2K
98 $6.86M
COIN
Coinbase Global, Inc.

Technology
-10
- 2.89%
$147.09 - $265.15 $1.47K - $2.65K
336 $59.9M
IEMG
Ishares Inc

ETFs
-252
- 86.9%
$53.64 - $53.64 $13.5K - $13.5K
38 $2.19M
CSX
Csx Corp

Industrials
-381
- 58.8%
$32.48 - $35.45 $12.4K - $13.5K
267 $9.22M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-632
- 10.66%
$31.4 - $40.35 $19.8K - $25.5K
5.3K $199M
MU
Micron Technology Inc

Technology
-25
- 8.71%
$86.27 - $136.82 $2.16K - $3.42K
262 $27.2M
MANU
Manchester United PLC

Communication Services
-562
- 42.32%
$15.65 - $17.74 $8.8K - $9.97K
766 $12.4M
YUM
Yum Brands Inc

Consumer Cyclical
-77
- 27.7%
$125.95 - $139.96 $9.7K - $10.8K
201 $28.1M
TGT
Target Corp

Consumer Defensive
-62
- 52.54%
$133.47 - $159.25 $8.28K - $9.87K
56 $8.74M
EMB
Ishares Tr

ETFs
-84
- 57.14%
$87.75 - $93.74 $7.37K - $7.87K
63 $5.92M
UPS
United Parcel Service Inc

Industrials
-39
- 11.34%
$123.32 - $147.38 $4.81K - $5.75K
305 $41.6M
C
Citigroup Inc

Financial Services
-71
- 12.05%
$56.11 - $67.61 $3.98K - $4.8K
518 $32.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-93
- 45.81%
$48.4 - $50.91 $4.5K - $4.73K
110 $5.56M
ADM
Archer Daniels Midland CO

Consumer Defensive
-53
- 5.92%
$57.96 - $65.72 $3.07K - $3.48K
843 $50.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.33K
- 7.39%
$11.52 - $12.52 $26.9K - $29.2K
29.3K $361M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-61
- 57.01%
$51.58 - $53.79 $3.15K - $3.28K
46 $2.47M
MO
Altria Group, Inc.

Consumer Defensive
-82
- 26.89%
$45.95 - $54.71 $3.77K - $4.49K
223 $11.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-12
- 33.33%
$113.01 - $154.34 $1.36K - $1.85K
24 $3.04M
CCL
Carnival Corp

Consumer Cyclical
-100
- 91.74%
$14.01 - $19.18 $1.4K - $1.92K
9 $166K
UL
Unilever PLC

Consumer Defensive
-24
- 45.28%
$54.7 - $65.59 $1.31K - $1.57K
29 $1.88M
NICE
Nice Ltd.

Technology
-5
- 41.67%
$154.95 - $184.96 $775 - $925
7 $1.22M
WPP
Wpp PLC

Communication Services
-22
- 45.83%
$43.23 - $52.12 $951 - $1.15K
26 $1.33M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-455
- 2.07%
$23.57 - $24.19 $10.7K - $11K
21.5K $519M
OKTA
Okta, Inc.

Technology
-2
- 8.33%
$71.0 - $100.39 $142 - $201
22 $1.64M
STM
St Microelectronics N.V.

Technology
-1
- 1.59%
$27.83 - $42.72 $27.8 - $42.7
62 $1.85M
Grail Inc
-5
- 3.68%
N/A
131 $1.81M
VTRS
Viatris Inc

Healthcare
-22
- 14.97%
$10.32 - $12.13 $227 - $267
125 $1.45M
AZN
Astrazeneca PLC

Healthcare
-1
- 0.47%
$76.67 - $87.62 $76.7 - $87.6
210 $16.4M
DIV
Global X Superdividend Us ETF

ETFs
-1
- 16.67%
$17.18 - $17.18 $17.2 - $17.2
5 $102K
BMY
Bristol Myers Squibb CO

Healthcare
-1
- 50.0%
$39.66 - $51.75 $39.7 - $51.8
1 $55K
MDT
Medtronic PLC

Healthcare
-1
- 33.33%
$76.84 - $91.03 $76.8 - $91
2 $186K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-1
- 5.0%
$42.72 - $47.0 $42.7 - $47
19 $898K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-43
- 6.77%
$58.03 - $65.37 $2.5K - $2.81K
592 $38.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-38
- 5.15%
$520.18 - $576.82 $19.8K - $21.9K
700 $404M
Fidelity Covington
-1
- 1.59%
N/A
62 $1.89M
DEO
Diageo PLC

Consumer Defensive
-1
- 6.67%
$120.02 - $140.77 $120 - $141
14 $1.99M
VXF
Vanguard Extended Market ETF

ETFs
-1
- 4.17%
$163.98 - $182.92 $164 - $183
23 $4.22M
SONY
Sony Group Corp

Technology
-1
- 3.23%
$81.61 - $98.65 $81.6 - $98.7
30 $2.91M
Activity Summary
Buys All Purchases 103 New Holdings 2 Increased Positions 101 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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