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
$59.4B
$9.46 Million 0.01% of portfolio
149
Q4 2024 Added 0.68%
$52.3B
$4.76 Million 0.01% of portfolio
72
Q1 2025 Reduced 26.53%
$37.7B
$4.94 Million 0.01% of portfolio
102
Q1 2025 Added 0.99%
$12.2B
$4 Million 0.01% of portfolio
45
Q2 2024 Added 2.27%
$68.5B
$7.86 Million 0.01% of portfolio
267
Q3 2024 Reduced 58.8%
$929M
$10 Million 0.01% of portfolio
766
Q3 2024 Reduced 42.32%
$59B
$10.1 Million 0.01% of portfolio
41
Q2 2024 Added 2.5%
$21.5B
$4.83 Million 0.01% of portfolio
138
Q1 2025 Reduced 32.35%
$0
$8.56 Million 0.01% of portfolio
207
Q1 2025 Added 0.98%
$0
$5.86 Million 0.01% of portfolio
65
Q1 2025 Added 1.56%
$0
$7.83 Million 0.01% of portfolio
170
Q1 2025 Reduced 1.73%
$14.5B
$8.39 Million 0.01% of portfolio
27
Q4 2023 New
$1.25B
$6.02 Million 0.01% of portfolio
2,000
Q1 2025 New
$0
$9.08 Million 0.01% of portfolio
180
Q1 2025 Reduced 98.04%
$14.2B
$8.49 Million 0.01% of portfolio
107
Q1 2025 Reduced 78.6%
$238B
$4.36 Million 0.01% of portfolio
76
Q2 2024 Added 5.56%
$0
$4.87 Million 0.01% of portfolio
166
Q1 2025 New
$0
$4.86 Million 0.01% of portfolio
135
Q4 2024 Added 3.05%
$0
$3.99 Million 0.01% of portfolio
20
Q4 2024 New
$0
$4.18 Million 0.01% of portfolio
152
Q4 2024 Added 100.0%
$20.7B
$4.65 Million 0.01% of portfolio
150
Q1 2024 Reduced 14.29%
$0
$7.39 Million 0.01% of portfolio
387
Q4 2023 New
$0
$5.46 Million 0.01% of portfolio
106
Q1 2025 Reduced 96.64%
$284B
$7.05 Million 0.01% of portfolio
44
Q4 2024 Added 2.33%
$78.8B
$1.84 Million 0.0% of portfolio
94
Q1 2025 Reduced 53.92%
$95.5B
$1.19 Million 0.0% of portfolio
35
Q1 2025 Reduced 53.95%
$24.8B
$1.36 Million 0.0% of portfolio
6
Q4 2024 Reduced 87.23%
$2.09B
$67,000 0.0% of portfolio
6
Q4 2024 New
$124B
$1.31 Million 0.0% of portfolio
24
Q1 2025 Reduced 55.56%
$198B
$1.28 Million 0.0% of portfolio
4
Q1 2025 Reduced 55.56%
Solventum Corp
-
$2.43 Million 0.0% of portfolio
-
Q2 2024 New
$183B
$2.48 Million 0.0% of portfolio
5
Q1 2025 New
$11.5B
$573,000 0.0% of portfolio
26
Q2 2024 Added 4.0%
$54.8B
$2.87 Million 0.0% of portfolio
24
Q3 2024 Reduced 33.33%
Grail Inc
-
$897,000 0.0% of portfolio
-
Q1 2025 Reduced 73.28%
$41.9B
$3.34 Million 0.0% of portfolio
333
Q1 2025 Added 3.1%
$258B
$2.21 Million 0.0% of portfolio
11
Q4 2024 New
Ge Healthcare
-
$242,000 0.0% of portfolio
-
Q4 2024 New
Ge Vernova
-
$611,000 0.0% of portfolio
-
Q4 2024 New
$4.55B
$3.09 Million 0.0% of portfolio
70
Q4 2024 Added 1.45%
$0
$872,000 0.0% of portfolio
19
Q3 2024 Reduced 5.0%
$0
$105,000 0.0% of portfolio
6
Q4 2024 Added 20.0%
$58.7B
$658,000 0.0% of portfolio
6
Q1 2025 Reduced 57.14%
$0
$29,000 0.0% of portfolio
2
Q1 2025 Reduced 98.5%
$24.1B
$21,000 0.0% of portfolio
2
Q4 2023 New
$10.9B
$1.04 Million 0.0% of portfolio
119
Q1 2025 Added 0.85%
$17B
$1.33 Million 0.0% of portfolio
40
Q4 2023 New
$0
$1.25 Million 0.0% of portfolio
18
Q2 2024 Added 5.88%
$0
$2.1 Million 0.0% of portfolio
39
Q4 2024 Added 2.63%

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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