Wiser Advisor Group LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $63.8 Billion distributed in 3197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.05B, Apple Inc. with a value of $4.45B, First Tr Exchange Traded Fd Ii with a value of $3.76B, Vanguard Bd Index Fd Inc Total with a value of $2.93B, and Vanguard Small Cap ETF with a value of $2.32B.
Examining the 13F form we can see an increase of $3.71B in the current position value, from $60.1B to 63.8B.
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
$63.8 Billion
ETFs: $34.4 Billion
Technology: $6.98 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.24 Billion
Financial Services: $3.25 Billion
Healthcare: $2.71 Billion
Real Estate: $2.33 Billion
Consumer Defensive: $2.06 Billion
Other: $1.15 Billion
Stock Holdings Table Market Cap. of $200 Billions or more