Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $57.6 Billion
  • Q2 2025

Wiser Advisor Group LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $57.6 Billion distributed in 39 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 $4.94B, Apple Inc. with a value of $4.81B, Eli Lilly & CO with a value of $3.35B, Amazon Com Inc with a value of $2.89B, and Meta Platforms, Inc. with a value of $2.58B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $67.7B to 57.6B.

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 $57.6 Billion
ETFs: $24.3 Billion
Technology: $9.5 Billion
Consumer Cyclical: $7.55 Billion
Communication Services: $5.38 Billion
Financial Services: $4.23 Billion
Healthcare: $3.35 Billion
Consumer Defensive: $2.41 Billion
Real Estate: $790 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $57.6 Billion
  • Prior Value $67.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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