Wiser Advisor Group LLC Sells in Q1 2025

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-328
- 1.27%
$209.68 - $247.1 $68.8K - $81K
25.4K $5.65B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-14.1K
- 24.58%
$50.17 - $51.45 $706K - $724K
43.2K $2.18B
VB
Vanguard Small Cap ETF

ETFs
-1.55K
- 16.16%
$217.89 - $252.64 $337K - $391K
8.02K $1.78B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-9.02K
- 98.04%
$49.22 - $51.73 $444K - $467K
180 $9.08M
VUG
Vanguard Growth ETF

ETFs
-551
- 9.43%
$369.1 - $427.61 $203K - $236K
5.29K $1.96B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-20.7K
- 28.25%
$17.53 - $17.87 $363K - $370K
52.6K $925M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-249
- 2.6%
$507.05 - $563.67 $126K - $140K
9.33K $4.79B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.08K
- 7.37%
$21.75 - $24.28 $110K - $123K
63.8K $1.41B
ROBO
Robo Global Robotics And Autom

ETFs
-3.05K
- 96.64%
$51.5 - $60.89 $157K - $186K
106 $5.46M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-3.4K
- 75.85%
$42.3 - $53.69 $144K - $182K
1.08K $56.3M
VZ
Verizon Communications Inc

Communication Services
-3.57K
- 73.72%
$37.81 - $46.49 $135K - $166K
1.27K $57.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.4K
- 3.31%
$23.16 - $27.04 $32.3K - $37.7K
40.7K $954M
DUK
Duke Energy Corp

Utilities
-1.04K
- 58.07%
$105.87 - $121.97 $110K - $127K
753 $91.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.89K
- 5.79%
$71.17 - $73.66 $134K - $139K
30.7K $2.25B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.12K
- 17.59%
$79.17 - $82.04 $88.4K - $91.6K
5.23K $428M
Jacobs Solutions
-496
- 58.91%
N/A
346 $41.8M
ILMN
Illumina, Inc.

Healthcare
-393
- 78.6%
$79.34 - $144.22 $31.2K - $56.7K
107 $8.49M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-93
- 2.57%
$102.49 - $119.96 $9.53K - $11.2K
3.52K $368M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.31K
- 6.31%
$22.83 - $23.75 $30K - $31.2K
19.5K $449M
IVV
Ishares Core S&P 500 ETF

ETFs
-39
- 5.41%
$554.06 - $615.85 $21.6K - $24K
682 $383M
COIN
Coinbase Global, Inc.

Technology
-72
- 21.43%
$172.23 - $301.3 $12.4K - $21.7K
264 $45.5M
TRP
Tc Energy Corp

Energy
-886
- 10.88%
$44.29 - $49.27 $39.2K - $43.7K
7.26K $343M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 4.07%
$468.34 - $539.52 $11.2K - $12.9K
565 $265M
PAWZ
Proshares Tr Pet Care ETF

ETFs
-455
- 45.91%
$51.08 - $56.64 $23.2K - $25.8K
536 $28M
Amentum Holdings
-1.16K
- 79.78%
N/A
295 $5.37M
South Bow
-646
- 56.92%
N/A
489 $12.5M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-245
- 92.8%
$46.15 - $63.53 $11.3K - $15.6K
19 $1.18M
DOW
Dow Inc.

Basic Materials
-66
- 32.35%
$34.36 - $41.92 $2.27K - $2.77K
138 $4.83M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-131
- 98.5%
$16.57 - $18.85 $2.17K - $2.47K
2 $29K
ACN
Accenture PLC

Technology
-5
- 55.56%
$300.91 - $398.25 $1.5K - $1.99K
4 $1.28M
Grail Inc
-96
- 73.28%
N/A
35 $897K
ING
Ing Groep Nv

Financial Services
-110
- 53.92%
$15.51 - $20.74 $1.71K - $2.28K
94 $1.84M
SNY
Sanofi

Healthcare
-30
- 55.56%
$48.15 - $59.42 $1.44K - $1.78K
24 $1.31M
DEO
Diageo PLC

Consumer Defensive
-8
- 57.14%
$104.79 - $126.12 $838 - $1.01K
6 $658K
NGG
National Grid PLC

Utilities
-26
- 26.53%
$56.13 - $65.61 $1.46K - $1.71K
72 $4.76M
BP
Bp PLC

Energy
-41
- 53.95%
$29.93 - $35.31 $1.23K - $1.45K
35 $1.19M
BHP
Bhp Group LTD

Basic Materials
-20
- 51.28%
$48.18 - $52.11 $964 - $1.04K
19 $908K
STM
St Microelectronics N.V.

Technology
-35
- 56.45%
$21.64 - $28.22 $757 - $988
27 $600K
MU
Micron Technology Inc

Technology
-17
- 7.14%
$86.89 - $109.38 $1.48K - $1.86K
221 $19.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-13
- 56.52%
$80.53 - $147.57 $1.05K - $1.92K
10 $1.37M
OKTA
Okta, Inc.

Technology
-4
- 50.0%
$78.83 - $116.72 $315 - $467
4 $421K
BNDX
Vanguard Total International B

ETFs
-3
- 1.97%
$48.33 - $49.5 $145 - $149
149 $7.29M
Linde PLC
-4
- 8.33%
N/A
44 $20.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3
- 1.73%
$44.72 - $46.25 $134 - $139
170 $7.83M
AZN
Astrazeneca PLC

Healthcare
-20
- 9.52%
$65.37 - $77.96 $1.31K - $1.56K
190 $13.9M
PLD
Prologis, Inc.

Real Estate
-572
- 5.31%
$103.59 - $124.04 $59.3K - $71K
10.2K $1.14B
SHEL
Shell PLC

Energy
-21
- 5.66%
$62.84 - $73.29 $1.32K - $1.54K
350 $25.6M
VEA
Vanguard Ftse Developed Market

ETFs
-69
- 3.4%
$47.4 - $52.99 $3.27K - $3.66K
1.96K $99.5M
RTX
Raytheon Technologies Corp

Industrials
-48
- 6.14%
$114.1 - $135.66 $5.48K - $6.51K
734 $97.2M
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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