Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024

Wiser Advisor Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.37B, Vanguard Index Fds S&P 500 ETF with a value of $5.24B, First Tr Exchange Traded Fd Ii with a value of $2.97B, Vanguard Bd Index Fd Inc Total with a value of $2.43B, and Amazon Com Inc with a value of $2.37B.

Examining the 13F form we can see an decrease of $240M in the current position value, from $63.8B to 63.6B.

Wiser Advisor Group LLC is based out at Phoenix, AZ

Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $63.6 Billion
ETFs: $32.5 Billion
Technology: $8.31 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.59 Billion
Financial Services: $3.2 Billion
Healthcare: $2.78 Billion
Consumer Defensive: $2.16 Billion
Real Estate: $2.16 Billion
Other: $1.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.8B
$54.2 Million 0.09% of portfolio
896
Q2 2024 Added 0.79%
$74.4B
$54.7 Million 0.09% of portfolio
35
Q2 2024 New
$14.4B
$59 Million 0.09% of portfolio
655
Q4 2023 New
$14.8B
$56.9 Million 0.09% of portfolio
1,281
Q4 2023 New
$31.9B
$58.1 Million 0.09% of portfolio
281
Q2 2024 Added 1.44%
$90.1B
$48.7 Million 0.08% of portfolio
202
Q2 2024 Added 1.0%
$145B
$53.9 Million 0.08% of portfolio
116
Q2 2024 Added 84.13%
$34.8B
$49.1 Million 0.08% of portfolio
931
Q2 2024 Added 1.64%
$14.2B
$51.6 Million 0.08% of portfolio
1,254
Q2 2024 Added 1.21%
$82.7B
$49.4 Million 0.08% of portfolio
66
Q2 2024 Added 3.13%
$90.1B
$52.2 Million 0.08% of portfolio
798
Q2 2024 Added 0.76%
$307B
$53.4 Million 0.08% of portfolio
342
Q2 2024 Added 1.18%
$15.6B
$45 Million 0.07% of portfolio
329
Q2 2024 Added 0.92%
$74.9B
$43.5 Million 0.07% of portfolio
737
Q2 2024 Added 1.24%
$14.2B
$47.2 Million 0.07% of portfolio
442
Q4 2023 New
$97.9B
$47 Million 0.07% of portfolio
344
Q2 2024 Added 1.78%
$133B
$37.4 Million 0.06% of portfolio
509
Q2 2024 Added 0.59%
$132B
$37.3 Million 0.06% of portfolio
589
Q2 2024 Reduced 13.51%
$10.2B
$35.6 Million 0.06% of portfolio
1,818
Q2 2024 Added 1.62%
$17.3B
$41.1 Million 0.06% of portfolio
387
Q4 2023 New
$12.9B
$39.8 Million 0.06% of portfolio
2,212
Q2 2024 Added 1.05%
$39B
$36.7 Million 0.06% of portfolio
278
Q2 2024 Added 1.09%
$29.8B
$38.8 Million 0.06% of portfolio
1,356
Q2 2024 Added 1.5%
$123B
$37.7 Million 0.06% of portfolio
287
Q2 2024 New
$15.3B
$39.9 Million 0.06% of portfolio
332
Q2 2024 Added 1.22%
$38.4B
$38.6 Million 0.06% of portfolio
641
Q2 2024 Added 0.63%
$34.1B
$36.7 Million 0.06% of portfolio
684
Q2 2024 Added 0.74%
$51.3B
$36.3 Million 0.06% of portfolio
239
Q2 2024 Added 1.27%
$47.3B
$31.7 Million 0.05% of portfolio
744
Q2 2024 Added 2.2%
$7.81B
$34.8 Million 0.05% of portfolio
780
Q2 2024 Added 1.04%
$520M
$34.4 Million 0.05% of portfolio
905
Q4 2023 New
$10.7B
$29.1 Million 0.05% of portfolio
646
Q2 2024 Added 1.41%
$505B
$34.5 Million 0.05% of portfolio
300
Q2 2024 New
$13B
$26.2 Million 0.04% of portfolio
403
Q2 2024 Added 1.26%
$22.4B
$24 Million 0.04% of portfolio
337
Q4 2023 New
$244B
$26.3 Million 0.04% of portfolio
365
Q2 2024 Added 1.39%
$359B
$22.7 Million 0.04% of portfolio
572
Q2 2024 Reduced 10.2%
$17.4B
$25.1 Million 0.04% of portfolio
219
Q2 2024 Added 0.92%
$4.79B
$24 Million 0.04% of portfolio
770
Q2 2024 Added 1.72%
$61.3B
$26.8 Million 0.04% of portfolio
691
Q2 2024 Reduced 16.85%
$4.56B
$25.3 Million 0.04% of portfolio
429
Q2 2024 Added 0.94%
$599B
$23.6 Million 0.04% of portfolio
58
Q2 2024 Added 314.29%
$45.1B
$27.7 Million 0.04% of portfolio
284
Q2 2024 Added 2.53%
$79.5B
$28.3 Million 0.04% of portfolio
190
Q4 2023 New
$20.4B
$23.3 Million 0.04% of portfolio
651
Q2 2024 Added 1.09%
$5.88B
$27.2 Million 0.04% of portfolio
439
Q2 2024 Added 1.39%
$47.1B
$25 Million 0.04% of portfolio
441
Q2 2024 Added 0.46%
$387B
$22 Million 0.03% of portfolio
134
Q2 2024 Added 1.52%
$948M
$21.4 Million 0.03% of portfolio
1,328
Q1 2024 Reduced 26.26%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $63.6 Billion
  • Prior Value $63.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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