Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025

Wiser Advisor Group LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $67.7 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.65B, Vanguard Index Fds S&P 500 ETF with a value of $4.79B, Eli Lilly & CO with a value of $3.49B, Amazon Com Inc with a value of $2.49B, and Indexiq Iq 50 Percent Hedged F with a value of $2.27B.

Examining the 13F form we can see an decrease of $1.02B in the current position value, from $68.8B to 67.7B.

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 $67.7 Billion
ETFs: $31.1 Billion
Technology: $9.62 Billion
Consumer Cyclical: $7.28 Billion
Communication Services: $4.86 Billion
Healthcare: $4.59 Billion
Financial Services: $4.03 Billion
Consumer Defensive: $2.56 Billion
Real Estate: $2.19 Billion
Other: $1.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$269B
$160 Million 0.24% of portfolio
2,596
Q1 2025 Added 0.54%
$137B
$161 Million 0.24% of portfolio
6,360
Q1 2025 Added 31.46%
$0
$158 Million 0.23% of portfolio
1,415
Q4 2024 Added 0.07%
$436B
$155 Million 0.23% of portfolio
164
Q1 2025 Added 9.33%
$0
$127 Million 0.19% of portfolio
10,209
Q1 2025 Added 114.03%
$1.08T
$126 Million 0.19% of portfolio
803
Q4 2024 Added 0.12%
$0
$127 Million 0.19% of portfolio
5,298
Q1 2025 Added 0.78%
Canadian Pacific
-
$125 Million 0.18% of portfolio
-
Q1 2025 Added 2.94%
$102B
$124 Million 0.18% of portfolio
738
Q1 2025 Added 19.22%
$569B
$123 Million 0.18% of portfolio
879
Q1 2025 Added 0.23%
$96.3B
$112 Million 0.17% of portfolio
484
Q1 2025 Added 0.41%
$159B
$114 Million 0.17% of portfolio
230
Q3 2024 Reduced 53.54%
$54B
$111 Million 0.16% of portfolio
534
Q1 2025 Added 0.38%
$91B
$100 Million 0.15% of portfolio
230
Q1 2025 Added 0.44%
$1.46B
$103 Million 0.15% of portfolio
2,050
Q2 2024 Added 4,900.0%
$100B
$104 Million 0.15% of portfolio
478
Q1 2025 Added 0.84%
$406B
$103 Million 0.15% of portfolio
618
Q1 2025 Added 0.49%
$69.8B
$100 Million 0.15% of portfolio
656
Q1 2025 Added 0.46%
$0
$99 Million 0.15% of portfolio
236
Q1 2025 Added 413.04%
$0
$93.8 Million 0.14% of portfolio
1,724
Q1 2025 Added 0.29%
$88.9B
$91.8 Million 0.14% of portfolio
753
Q1 2025 Reduced 58.07%
$215B
$97.2 Million 0.14% of portfolio
734
Q1 2025 Reduced 6.14%
$134B
$97.5 Million 0.14% of portfolio
418
Q1 2025 Added 0.48%
$288B
$94.8 Million 0.14% of portfolio
181
Q1 2025 Added 0.56%
$545B
$88.6 Million 0.13% of portfolio
95
Q4 2024 Added 3.26%
$220B
$70.9 Million 0.1% of portfolio
264
Q1 2025 Added 0.38%
$187B
$66 Million 0.1% of portfolio
172
Q4 2023 New
$151B
$59.1 Million 0.09% of portfolio
279
Q1 2025 Added 0.36%
$143B
$61.2 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%
$145B
$61.8 Million 0.09% of portfolio
872
Q4 2023 New
$29B
$61.7 Million 0.09% of portfolio
288
Q1 2025 Added 1.05%
$13.4B
$58.4 Million 0.09% of portfolio
1,292
Q1 2025 Added 1.02%
$205B
$63.2 Million 0.09% of portfolio
704
Q1 2025 Added 0.72%
$178B
$57.7 Million 0.09% of portfolio
1,271
Q1 2025 Reduced 73.72%
$286B
$60.2 Million 0.09% of portfolio
360
Q1 2025 Added 1.12%
$35.4B
$52 Million 0.08% of portfolio
896
Q1 2025 Added 1.36%
$122B
$54.1 Million 0.08% of portfolio
121
Q1 2025 Added 0.83%
$80.9B
$54.1 Million 0.08% of portfolio
66
Q2 2024 Added 3.13%
$18.3B
$56.3 Million 0.08% of portfolio
1,081
Q1 2025 Reduced 75.85%
$92.1B
$55.3 Million 0.08% of portfolio
814
Q1 2025 Added 0.74%
$15.6B
$56.4 Million 0.08% of portfolio
333
Q1 2025 Added 0.3%
$14.4B
$52.7 Million 0.08% of portfolio
655
Q4 2023 New
$0
$53.5 Million 0.08% of portfolio
913
Q1 2025 Added 0.44%
$31B
$46.2 Million 0.07% of portfolio
1,415
Q1 2025 Added 1.51%
$42.7B
$46.9 Million 0.07% of portfolio
693
Q1 2025 Added 0.43%
$83.7B
$48.3 Million 0.07% of portfolio
203
Q1 2025 Added 0.5%
$0
$48.7 Million 0.07% of portfolio
784
Q1 2025 Added 29.37%
$37.1B
$45.5 Million 0.07% of portfolio
264
Q1 2025 Reduced 21.43%
$42.6B
$49 Million 0.07% of portfolio
646
Q1 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $67.7 Billion
  • Prior Value $68.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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