Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

Wiser Advisor Group LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $67 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.97B, Vanguard Index Fds S&P 500 ETF with a value of $5.32B, First Tr Exchange Traded Fd Ii with a value of $3.01B, Vanguard Bd Index Fd Inc Total with a value of $2.46B, and Amazon Com Inc with a value of $2.31B.

Examining the 13F form we can see an increase of $3.41B in the current position value, from $63.6B to 67B.

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 $67 Billion
ETFs: $33.2 Billion
Technology: $9.63 Billion
Consumer Cyclical: $6.82 Billion
Communication Services: $4.54 Billion
Financial Services: $3.38 Billion
Healthcare: $2.61 Billion
Real Estate: $2.46 Billion
Consumer Defensive: $2.42 Billion
Other: $1.5 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.66B
$118 Million 0.18% of portfolio
2,050
Q2 2024 Added 4,900.0%
$499M
$37.2 Million 0.06% of portfolio
905
Q4 2023 New
$923M
$12.4 Million 0.02% of portfolio
766
Q3 2024 Reduced 42.32%
$996M
$7.63 Million 0.01% of portfolio
315
Q3 2024 Added 0.32%
$553M
$5.61 Million 0.01% of portfolio
500
Q4 2023 New
$801M
$241,000 0.0% of portfolio
137
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $67 Billion
  • Prior Value $63.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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