Wiser Advisor Group LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.8 Billion distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.45B, Vanguard Index Fds S&P 500 ETF with a value of $5.16B, First Tr Exchange Traded Fd Ii with a value of $2.92B, Amazon Com Inc with a value of $2.76B, and Vanguard Growth ETF with a value of $2.4B.
Examining the 13F form we can see an increase of $1.75B in the current position value, from $67B to 68.8B.
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
$68.8 Billion
ETFs: $32.8 Billion
Technology: $10.5 Billion
Consumer Cyclical: $7.49 Billion
Communication Services: $4.97 Billion
Financial Services: $3.67 Billion
Healthcare: $3 Billion
Consumer Defensive: $2.39 Billion
Real Estate: $2.14 Billion
Other: $1.47 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
