Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024

Wiser Advisor Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.37B, Vanguard Index Fds S&P 500 ETF with a value of $5.24B, First Tr Exchange Traded Fd Ii with a value of $2.97B, Vanguard Bd Index Fd Inc Total with a value of $2.43B, and Amazon Com Inc with a value of $2.37B.

Examining the 13F form we can see an decrease of $240M in the current position value, from $63.8B to 63.6B.

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 $63.6 Billion
ETFs: $32.5 Billion
Technology: $8.31 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.59 Billion
Financial Services: $3.2 Billion
Healthcare: $2.78 Billion
Consumer Defensive: $2.16 Billion
Real Estate: $2.16 Billion
Other: $1.2 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.61B
$128 Million 0.2% of portfolio
2,050
Q2 2024 Added 4,900.0%
$520M
$34.4 Million 0.05% of portfolio
905
Q4 2023 New
$948M
$21.4 Million 0.03% of portfolio
1,328
Q1 2024 Reduced 26.26%
$986M
$5.6 Million 0.01% of portfolio
314
Q2 2024 Added 0.96%
$508M
$6.41 Million 0.01% of portfolio
500
Q4 2023 New
$1.37B
$1.37 Million 0.0% of portfolio
494
Q2 2024 Added 7.63%
$1.18B
$230,000 0.0% of portfolio
125
Q4 2023 New
$686M
$2.03 Million 0.0% of portfolio
100
Q4 2023 New
$604M
$1.49 Million 0.0% of portfolio
500
Q4 2023 New
$948M
$227,000 0.0% of portfolio
137
Q4 2023 New
$372M
$121,000 0.0% of portfolio
18
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $63.6 Billion
  • Prior Value $63.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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