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
$3.66T
$6.45 Billion 9.38% of portfolio
25,748
Q4 2024 Added 0.41%
$0
$5.16 Billion 7.5% of portfolio
9,574
Q4 2024 Reduced 5.05%
$0
$2.92 Billion 4.25% of portfolio
57,258
Q4 2024 Reduced 1.14%
$2.33T
$2.76 Billion 4.02% of portfolio
12,592
Q4 2024 Added 1.76%
$0
$2.4 Billion 3.49% of portfolio
5,840
Q4 2024 Added 0.07%
$1.11T
$2.4 Billion 3.49% of portfolio
12,662
Q4 2024 Added 5.37%
$0
$2.34 Billion 3.4% of portfolio
32,549
Q4 2024 Reduced 0.56%
$0
$2.3 Billion 3.34% of portfolio
9,564
Q4 2024 Added 0.36%
$0
$2.14 Billion 3.11% of portfolio
82,166
Q4 2024 Reduced 0.5%
$0
$2 Billion 2.91% of portfolio
11,814
Q4 2024 Reduced 2.34%
$0
$1.99 Billion 2.9% of portfolio
20,256
Q4 2024 Added 3.77%
$835B
$1.94 Billion 2.82% of portfolio
2,512
Q4 2024 Added 56.12%
$1.61T
$1.91 Billion 2.77% of portfolio
3,257
Q4 2024 Added 3.92%
$809B
$1.71 Billion 2.48% of portfolio
7,122
Q4 2024 Added 4.23%
$3.05T
$1.67 Billion 2.42% of portfolio
3,953
Q4 2024 Added 2.94%
$0
$1.6 Billion 2.32% of portfolio
68,873
Q4 2024 Added 205.95%
$425B
$1.36 Billion 1.98% of portfolio
2
Q4 2023 New
$0
$1.3 Billion 1.89% of portfolio
73,263
Q4 2024 Added 1.0%
$217B
$1.27 Billion 1.84% of portfolio
4,374
Q4 2024 Added 2.22%
$275B
$1.2 Billion 1.74% of portfolio
13,257
Q4 2024 Reduced 0.47%
$0
$1.15 Billion 1.67% of portfolio
31,781
Q4 2024 Reduced 2.24%
$108B
$1.14 Billion 1.66% of portfolio
10,772
Q4 2024 Added 0.31%
$0
$1.09 Billion 1.58% of portfolio
42,132
Q4 2024 Added 100.96%
$276B
$865 Million 1.26% of portfolio
13,889
Q4 2024 Added 2.79%
$324B
$838 Million 1.22% of portfolio
6,241
Q4 2024 Added 7.2%
$0
$662 Million 0.96% of portfolio
13,408
Q4 2024 Added 5.83%
$0
$643 Million 0.94% of portfolio
7,223
Q4 2024 Added 4.74%
$81.6B
$554 Million 0.81% of portfolio
1,303
Q4 2024 Added 15.51%
$0
$510 Million 0.74% of portfolio
6,351
Q4 2024 Added 0.86%
$0
$491 Million 0.71% of portfolio
20,784
Q4 2024 Reduced 3.22%
$1.14T
$489 Million 0.71% of portfolio
1,211
Q4 2024 Reduced 1.86%
$0
$462 Million 0.67% of portfolio
9,202
Q4 2024 Added 4.89%
$0
$424 Million 0.62% of portfolio
721
Q4 2024 Added 3.0%
$0
$417 Million 0.61% of portfolio
3,615
Q4 2024 Added 0.95%
$21.6B
$408 Million 0.59% of portfolio
4,995
Q4 2024 Added 13.01%
$47.5B
$379 Million 0.55% of portfolio
8,142
Q4 2024 Added 1.81%
$0
$377 Million 0.55% of portfolio
7,267
Q4 2024 Added 1.3%
$0
$314 Million 0.46% of portfolio
27,276
Q4 2024 Reduced 6.76%
$67.4B
$313 Million 0.46% of portfolio
1,359
Q4 2024 Added 6.67%
$0
$301 Million 0.44% of portfolio
589
Q4 2024 Added 8.47%
$1.07T
$304 Million 0.44% of portfolio
1,539
Q4 2024 Added 15.89%
$0
$253 Million 0.37% of portfolio
5,868
Q4 2024 Added 10.76%
$20.3B
$216 Million 0.31% of portfolio
4,476
Q4 2024 Reduced 0.73%
$226B
$213 Million 0.31% of portfolio
1,880
Q4 2024 Reduced 1.78%
$0
$198 Million 0.29% of portfolio
4,468
Q4 2024 Added 0.04%
$88.5B
$194 Million 0.28% of portfolio
1,796
Q4 2024 Reduced 5.97%
$0
$190 Million 0.28% of portfolio
997
Q4 2024 Added 0.5%
$167B
$193 Million 0.28% of portfolio
4,836
Q4 2024 Reduced 14.62%
$202B
$186 Million 0.27% of portfolio
1,670
Q4 2024 Reduced 35.89%

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
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