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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$196 Million 0.29% of portfolio
992
Q3 2024 Added 0.51%
$0
$160 Million 0.24% of portfolio
2,802
Q3 2024 Reduced 16.85%
$507B
$161 Million 0.24% of portfolio
586
Q3 2024 Reduced 3.93%
$0
$156 Million 0.23% of portfolio
1,414
Q3 2024 Reduced 38.92%
$519B
$149 Million 0.22% of portfolio
875
Q3 2024 Added 0.23%
$202B
$142 Million 0.21% of portfolio
230
Q3 2024 Reduced 53.54%
$141B
$139 Million 0.21% of portfolio
4,786
Q3 2024 Reduced 0.52%
$1.03T
$134 Million 0.2% of portfolio
802
Q3 2024 Added 0.12%
Canadian Pacific
-
$135 Million 0.2% of portfolio
-
Q3 2024 Added 1.09%
$236B
$137 Million 0.2% of portfolio
2,568
Q3 2024 Reduced 7.63%
$423B
$133 Million 0.2% of portfolio
150
Q2 2024 Added 1.35%
$0
$128 Million 0.19% of portfolio
5,207
Q3 2024 Added 0.95%
$1.66B
$118 Million 0.18% of portfolio
2,050
Q2 2024 Added 4,900.0%
$165B
$112 Million 0.17% of portfolio
414
Q3 2024 Added 0.24%
$66.4B
$107 Million 0.16% of portfolio
618
Q3 2024 Added 1,665.71%
$94.4B
$109 Million 0.16% of portfolio
471
Q3 2024 Added 0.64%
$559B
$105 Million 0.16% of portfolio
179
Q2 2024 Added 1.13%
$407B
$99 Million 0.15% of portfolio
611
Q3 2024 Added 0.49%
$90.9B
$99.7 Million 0.15% of portfolio
480
Q3 2024 Added 0.21%
$55B
$100 Million 0.15% of portfolio
529
Q3 2024 Added 0.38%
$0
$91.2 Million 0.14% of portfolio
1,714
Q3 2024 Added 0.12%
$177B
$94.3 Million 0.14% of portfolio
778
Q3 2024 Added 0.52%
$235B
$89.1 Million 0.13% of portfolio
172
Q4 2023 New
$63.9B
$82.4 Million 0.12% of portfolio
644
Q3 2024 Added 0.47%
$253B
$78.8 Million 0.12% of portfolio
694
Q3 2024 Added 0.58%
$0
$81.4 Million 0.12% of portfolio
1,365
Q3 2024 Reduced 64.96%
$219B
$71.1 Million 0.11% of portfolio
262
Q2 2024 Added 0.77%
$152B
$73.7 Million 0.11% of portfolio
872
Q4 2023 New
$21.5B
$70.2 Million 0.1% of portfolio
538
Q3 2024 Reduced 40.22%
$399B
$65.3 Million 0.1% of portfolio
92
Q2 2024 Added 6.98%
$32.2B
$63.8 Million 0.1% of portfolio
283
Q3 2024 Added 0.71%
$14.4B
$66.1 Million 0.1% of portfolio
655
Q4 2023 New
$142B
$69 Million 0.1% of portfolio
118
Q3 2024 Added 1.72%
$88.8B
$59.1 Million 0.09% of portfolio
802
Q3 2024 Added 0.5%
$152B
$57.1 Million 0.09% of portfolio
276
Q3 2024 Added 0.36%
$148B
$59.2 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%
$41.9B
$59.9 Million 0.09% of portfolio
336
Q3 2024 Reduced 2.89%
$84.1B
$58.3 Million 0.09% of portfolio
66
Q2 2024 Added 3.13%
$96.9B
$62.9 Million 0.09% of portfolio
121
Q2 2024 Added 505.0%
$14.6B
$57.4 Million 0.09% of portfolio
1,267
Q3 2024 Added 1.04%
$0
$53.6 Million 0.08% of portfolio
905
Q3 2024 Added 0.33%
$316B
$51.9 Million 0.08% of portfolio
353
Q3 2024 Added 3.22%
$35.4B
$55.3 Million 0.08% of portfolio
872
Q3 2024 Reduced 6.34%
$15.6B
$51.3 Million 0.08% of portfolio
330
Q3 2024 Added 0.3%
$29.2B
$50.4 Million 0.08% of portfolio
843
Q3 2024 Reduced 5.92%
$39.7B
$46.9 Million 0.07% of portfolio
642
Q3 2024 Added 0.16%
$31.2B
$45.8 Million 0.07% of portfolio
1,376
Q3 2024 Added 1.47%
$15.9B
$45.2 Million 0.07% of portfolio
334
Q3 2024 Added 0.6%
$75B
$46.8 Million 0.07% of portfolio
745
Q3 2024 Added 1.09%

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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