Wiser Advisor Group LLC Portfolio Holdings
Wiser Advisor Group LLC
- $63.8 Billion
- Q1 2024
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.