Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

Wiser Advisor Group LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.8 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.45B, Vanguard Index Fds S&P 500 ETF with a value of $5.16B, First Tr Exchange Traded Fd Ii with a value of $2.92B, Amazon Com Inc with a value of $2.76B, and Vanguard Growth ETF with a value of $2.4B.

Examining the 13F form we can see an increase of $1.75B in the current position value, from $67B to 68.8B.

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.

Portfolio value $68.8 Billion
ETFs: $32.8 Billion
Technology: $10.5 Billion
Consumer Cyclical: $7.49 Billion
Communication Services: $4.97 Billion
Financial Services: $3.67 Billion
Healthcare: $3 Billion
Consumer Defensive: $2.39 Billion
Real Estate: $2.14 Billion
Other: $1.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$572B
$185 Million 0.27% of portfolio
587
Q4 2024 Added 0.17%
$0
$178 Million 0.26% of portfolio
3,158
Q4 2024 Added 12.71%
$0
$169 Million 0.25% of portfolio
1,415
Q4 2024 Added 0.07%
$999B
$153 Million 0.22% of portfolio
803
Q4 2024 Added 0.12%
$252B
$153 Million 0.22% of portfolio
2,582
Q4 2024 Added 0.55%
$69.7B
$144 Million 0.21% of portfolio
619
Q4 2024 Added 0.16%
$393B
$146 Million 0.21% of portfolio
877
Q4 2024 Added 0.23%
$415B
$137 Million 0.2% of portfolio
150
Q2 2024 Added 1.35%
$140B
$128 Million 0.19% of portfolio
4,838
Q4 2024 Added 1.09%
Canadian Pacific
-
$125 Million 0.18% of portfolio
-
Q4 2024 Added 9.48%
$0
$126 Million 0.18% of portfolio
5,257
Q4 2024 Added 0.96%
$1.41B
$124 Million 0.18% of portfolio
2,050
Q2 2024 Added 4,900.0%
$200B
$120 Million 0.17% of portfolio
230
Q3 2024 Reduced 53.54%
Jacobs Solutions
-
$112 Million 0.16% of portfolio
-
Q4 2024 Reduced 44.86%
$144B
$103 Million 0.15% of portfolio
416
Q4 2024 Added 0.48%
$56.6B
$103 Million 0.15% of portfolio
532
Q4 2024 Added 0.57%
$0
$96.9 Million 0.14% of portfolio
2,027
Q4 2024 Added 0.65%
$482B
$91.1 Million 0.13% of portfolio
180
Q4 2024 Added 0.56%
$196B
$90.5 Million 0.13% of portfolio
782
Q4 2024 Added 0.51%
$427B
$88.9 Million 0.13% of portfolio
615
Q4 2024 Added 0.65%
$99.7B
$87 Million 0.13% of portfolio
474
Q4 2024 Added 0.64%
$104B
$84.5 Million 0.12% of portfolio
229
Q4 2024 Added 89.26%
$435B
$84.7 Million 0.12% of portfolio
95
Q4 2024 Added 3.26%
$26.7B
$83.4 Million 0.12% of portfolio
336
Q3 2024 Reduced 2.89%
$69.5B
$82.3 Million 0.12% of portfolio
653
Q4 2024 Added 1.4%
$0
$82.8 Million 0.12% of portfolio
1,719
Q4 2024 Added 0.29%
$203B
$78 Million 0.11% of portfolio
263
Q4 2024 Added 0.38%
$184B
$76.5 Million 0.11% of portfolio
172
Q4 2023 New
$389M
$68.1 Million 0.1% of portfolio
1,812
Q4 2024 Added 100.22%
$222B
$69.5 Million 0.1% of portfolio
699
Q4 2024 Added 0.72%
$12.9B
$66.8 Million 0.1% of portfolio
500
Q4 2024 Reduced 7.06%
$139B
$59.1 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%
$138B
$62.5 Million 0.09% of portfolio
872
Q4 2023 New
$144B
$62.7 Million 0.09% of portfolio
278
Q4 2024 Added 0.72%
$29.8B
$62.8 Million 0.09% of portfolio
285
Q4 2024 Added 0.71%
$14.4B
$62.7 Million 0.09% of portfolio
655
Q4 2023 New
$75.2B
$62.2 Million 0.09% of portfolio
66
Q2 2024 Added 3.13%
$0
$53.8 Million 0.08% of portfolio
909
Q4 2024 Added 0.44%
$0
$54.8 Million 0.08% of portfolio
4,770
Q4 2024 Added 65.63%
$326B
$51.6 Million 0.08% of portfolio
356
Q4 2024 Added 0.85%
$79.3B
$56.5 Million 0.08% of portfolio
202
Q2 2024 Added 1.0%
$116B
$58.2 Million 0.08% of portfolio
120
Q4 2024 Added 1.69%
$0
$54 Million 0.08% of portfolio
991
Q4 2024 Reduced 27.4%
$14.4B
$55.5 Million 0.08% of portfolio
1,279
Q4 2024 Added 0.95%
$92.5B
$48.2 Million 0.07% of portfolio
808
Q4 2024 Added 0.75%
$34.7B
$47.2 Million 0.07% of portfolio
884
Q4 2024 Added 1.38%
$13B
$50.8 Million 0.07% of portfolio
387
Q4 2023 New
$37.5B
$49.8 Million 0.07% of portfolio
644
Q4 2024 Added 0.31%
$15.6B
$50.1 Million 0.07% of portfolio
332
Q4 2024 Added 0.61%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $68.8 Billion
  • Prior Value $67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email