Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025

Wiser Advisor Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $80.4 Billion distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.93B, Vanguard Index Fds S&P 500 ETF with a value of $5.15B, Alphabet Inc. with a value of $3.63B, Eli Lilly & CO with a value of $3.36B, and Amazon Com Inc with a value of $2.97B.

Examining the 13F form we can see an increase of $22.9B in the current position value, from $57.6B to 80.4B.

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 $80.4 Billion
ETFs: $36.5 Billion
Technology: $13 Billion
Consumer Cyclical: $8.67 Billion
Communication Services: $6.9 Billion
Financial Services: $4.91 Billion
Healthcare: $4.53 Billion
Consumer Defensive: $2.79 Billion
Real Estate: $1.8 Billion
Other: $1.25 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.77B
$32.3 Million 0.04% of portfolio
764
Q3 2025 New
$5.89B
$32 Million 0.04% of portfolio
451
Q3 2025 New
$7.52B
$33.8 Million 0.04% of portfolio
821
Q3 2025 New
$4.59B
$25.3 Million 0.03% of portfolio
446
Q3 2025 New
$6.81B
$22.7 Million 0.03% of portfolio
819
Q3 2025 New
$5.88B
$20.5 Million 0.03% of portfolio
387
Q3 2025 New
$8.22B
$27.8 Million 0.03% of portfolio
684
Q3 2025 New
$4.39B
$13.7 Million 0.02% of portfolio
461
Q3 2025 New
$8.3B
$15.4 Million 0.02% of portfolio
185
Q3 2025 New
$7.3B
$19.7 Million 0.02% of portfolio
462
Q3 2025 New
$5.67B
$8.69 Million 0.01% of portfolio
27
Q3 2025 New
$6.15B
$9.71 Million 0.01% of portfolio
171
Q3 2025 New
$2.91B
$9.36 Million 0.01% of portfolio
765
Q3 2025 New
$3.16B
$10.9 Million 0.01% of portfolio
589
Q3 2025 New
$9.71B
$4.46 Million 0.01% of portfolio
60
Q3 2025 New
$6.51B
$6.99 Million 0.01% of portfolio
122
Q3 2025 New
$2.58B
$2.73 Million 0.0% of portfolio
40
Q3 2025 New
$3.15B
$2.54 Million 0.0% of portfolio
50
Q3 2025 New
$4.69B
$3.46 Million 0.0% of portfolio
71
Q3 2025 New
$4.67B
$1.5 Million 0.0% of portfolio
26
Q3 2025 New
$9.99B
$2.96 Million 0.0% of portfolio
33
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $80.4 Billion
  • Prior Value $57.6 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 210 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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