Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

Wiser Advisor Group LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $67 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.97B, Vanguard Index Fds S&P 500 ETF with a value of $5.32B, First Tr Exchange Traded Fd Ii with a value of $3.01B, Vanguard Bd Index Fd Inc Total with a value of $2.46B, and Amazon Com Inc with a value of $2.31B.

Examining the 13F form we can see an increase of $3.41B in the current position value, from $63.6B to 67B.

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 $67 Billion
ETFs: $33.2 Billion
Technology: $9.63 Billion
Consumer Cyclical: $6.82 Billion
Communication Services: $4.54 Billion
Financial Services: $3.38 Billion
Healthcare: $2.61 Billion
Real Estate: $2.46 Billion
Consumer Defensive: $2.42 Billion
Other: $1.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$69 Million 0.1% of portfolio
118
Q3 2024 Added 1.72%
$88.9B
$59.1 Million 0.09% of portfolio
802
Q3 2024 Added 0.5%
$155B
$57.1 Million 0.09% of portfolio
276
Q3 2024 Added 0.36%
$147B
$59.2 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%
$44.3B
$59.9 Million 0.09% of portfolio
336
Q3 2024 Reduced 2.89%
$89.1B
$58.3 Million 0.09% of portfolio
66
Q2 2024 Added 3.13%
$96.4B
$62.9 Million 0.09% of portfolio
121
Q2 2024 Added 505.0%
$14.8B
$57.4 Million 0.09% of portfolio
1,267
Q3 2024 Added 1.04%
$318B
$51.9 Million 0.08% of portfolio
353
Q3 2024 Added 3.22%
$35.7B
$55.3 Million 0.08% of portfolio
872
Q3 2024 Reduced 6.34%
$15.6B
$51.3 Million 0.08% of portfolio
330
Q3 2024 Added 0.3%
$29.5B
$50.4 Million 0.08% of portfolio
843
Q3 2024 Reduced 5.92%
$40.6B
$46.9 Million 0.07% of portfolio
642
Q3 2024 Added 0.16%
$31.3B
$45.8 Million 0.07% of portfolio
1,376
Q3 2024 Added 1.47%
$16B
$45.2 Million 0.07% of portfolio
334
Q3 2024 Added 0.6%
$77.5B
$46.8 Million 0.07% of portfolio
745
Q3 2024 Added 1.09%
$35.8B
$44.7 Million 0.07% of portfolio
687
Q3 2024 Added 0.44%
$80.7B
$46.3 Million 0.07% of portfolio
44
Q4 2023 New
$98.5B
$41.6 Million 0.06% of portfolio
305
Q3 2024 Reduced 11.34%
$17.5B
$41.6 Million 0.06% of portfolio
387
Q4 2023 New
$13.2B
$39.4 Million 0.06% of portfolio
2,236
Q3 2024 Added 1.08%
$10.2B
$42.1 Million 0.06% of portfolio
1,843
Q3 2024 Added 1.38%
$55.8B
$38.9 Million 0.06% of portfolio
241
Q3 2024 Added 0.84%
$7.87B
$39.5 Million 0.06% of portfolio
786
Q3 2024 Added 0.77%
$511M
$37.2 Million 0.06% of portfolio
905
Q4 2023 New
$150B
$33.1 Million 0.05% of portfolio
510
Q3 2024 Added 0.2%
$50B
$33.7 Million 0.05% of portfolio
759
Q3 2024 Added 2.02%
$15.1B
$30.5 Million 0.05% of portfolio
781
Q3 2024 Reduced 39.03%
$19B
$33.8 Million 0.05% of portfolio
219
Q2 2024 Added 0.92%
$4.91B
$30.3 Million 0.05% of portfolio
783
Q3 2024 Added 1.69%
$492B
$35.4 Million 0.05% of portfolio
302
Q3 2024 Added 0.67%
$135B
$32.4 Million 0.05% of portfolio
518
Q3 2024 Reduced 12.05%
$6.1B
$33.5 Million 0.05% of portfolio
444
Q3 2024 Added 1.14%
$11.2B
$35.1 Million 0.05% of portfolio
652
Q3 2024 Added 0.93%
$15.5B
$31.1 Million 0.05% of portfolio
442
Q4 2023 New
$79.5B
$34.1 Million 0.05% of portfolio
190
Q4 2023 New
$46B
$34.1 Million 0.05% of portfolio
287
Q3 2024 Added 1.06%
$4.61B
$28.8 Million 0.04% of portfolio
431
Q3 2024 Added 0.47%
$31.7B
$24.4 Million 0.04% of portfolio
428
Q3 2024 Reduced 2.28%
$115B
$29.9 Million 0.04% of portfolio
306
Q3 2024 Added 18.15%
$231B
$24.2 Million 0.04% of portfolio
368
Q3 2024 Added 0.82%
$111B
$27.2 Million 0.04% of portfolio
262
Q3 2024 Reduced 8.71%
$13.2B
$29 Million 0.04% of portfolio
406
Q3 2024 Added 0.74%
$623B
$26.7 Million 0.04% of portfolio
58
Q2 2024 Added 314.29%
$25.3B
$24 Million 0.04% of portfolio
373
Q3 2024 Added 0.54%
$24.2B
$29.5 Million 0.04% of portfolio
337
Q4 2023 New
$39.4B
$28.1 Million 0.04% of portfolio
201
Q3 2024 Reduced 27.7%
$425B
$23.2 Million 0.03% of portfolio
134
Q2 2024 Added 1.52%
$82.3B
$17.6 Million 0.03% of portfolio
90
Q3 2024 Reduced 1.1%

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $67 Billion
  • Prior Value $63.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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