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
$3.79T
$5.97 Billion 8.92% of portfolio
25,642
Q3 2024 Added 0.59%
$0
$5.32 Billion 7.94% of portfolio
10,083
Q3 2024 Reduced 3.73%
$0
$3.01 Billion 4.49% of portfolio
57,916
Q3 2024 Reduced 0.53%
$0
$2.46 Billion 3.67% of portfolio
32,732
Q3 2024 Reduced 2.93%
$2.42T
$2.31 Billion 3.44% of portfolio
12,374
Q3 2024 Added 0.79%
$0
$2.28 Billion 3.41% of portfolio
82,576
Q3 2024 Reduced 2.34%
$0
$2.26 Billion 3.37% of portfolio
9,530
Q3 2024 Reduced 4.36%
$0
$2.24 Billion 3.34% of portfolio
5,836
Q3 2024 Added 0.1%
$0
$2.11 Billion 3.15% of portfolio
12,097
Q3 2024 Reduced 1.43%
$0
$2 Billion 2.99% of portfolio
19,520
Q3 2024 Reduced 1.26%
$1.22T
$1.99 Billion 2.97% of portfolio
12,017
Q3 2024 Added 4.3%
$1.55T
$1.79 Billion 2.68% of portfolio
3,134
Q3 2024 Added 0.77%
$3.09T
$1.65 Billion 2.47% of portfolio
3,840
Q3 2024 Added 8.72%
$0
$1.53 Billion 2.28% of portfolio
22,511
Q3 2024 Added 1.28%
$784B
$1.44 Billion 2.15% of portfolio
6,833
Q3 2024 Reduced 1.39%
$422B
$1.43 Billion 2.14% of portfolio
3,535
Q3 2024 Added 1.32%
$422B
$1.38 Billion 2.06% of portfolio
2
Q4 2023 New
$110B
$1.36 Billion 2.02% of portfolio
10,739
Q3 2024 Added 0.77%
$0
$1.31 Billion 1.96% of portfolio
72,541
Q3 2024 Added 0.16%
$212B
$1.3 Billion 1.94% of portfolio
4,279
Q3 2024 Added 1.76%
$0
$1.2 Billion 1.79% of portfolio
32,508
Q3 2024 Reduced 8.55%
$266B
$1.08 Billion 1.61% of portfolio
13,319
Q3 2024 Reduced 1.59%
$0
$1.08 Billion 1.61% of portfolio
20,965
Q3 2024 Added 0.49%
$275B
$971 Million 1.45% of portfolio
13,512
Q3 2024 Added 0.81%
$299B
$707 Million 1.06% of portfolio
5,822
Q3 2024 Added 55.71%
$0
$672 Million 1.0% of portfolio
6,896
Q3 2024 Added 0.67%
$0
$608 Million 0.91% of portfolio
12,669
Q3 2024 Added 3.03%
$78.3B
$530 Million 0.79% of portfolio
1,128
Q3 2024 Added 17.01%
$0
$527 Million 0.79% of portfolio
6,297
Q3 2024 Reduced 3.49%
$0
$519 Million 0.77% of portfolio
21,475
Q3 2024 Reduced 2.07%
$0
$478 Million 0.71% of portfolio
8,773
Q3 2024 Reduced 0.81%
$0
$419 Million 0.63% of portfolio
3,581
Q3 2024 Added 0.42%
$0
$404 Million 0.6% of portfolio
700
Q3 2024 Reduced 5.15%
$45.6B
$380 Million 0.57% of portfolio
7,997
Q3 2024 New
$0
$381 Million 0.57% of portfolio
7,174
Q3 2024 Added 1.03%
$0
$361 Million 0.54% of portfolio
29,252
Q3 2024 Reduced 7.39%
$1.28T
$323 Million 0.48% of portfolio
1,234
Q3 2024 Reduced 10.84%
$21.8B
$308 Million 0.46% of portfolio
4,420
Q3 2024 Added 124.94%
$0
$265 Million 0.4% of portfolio
543
Q2 2024 Reduced 9.5%
$165B
$254 Million 0.38% of portfolio
5,664
Q3 2024 Reduced 24.34%
$206B
$251 Million 0.37% of portfolio
2,605
Q3 2024 Reduced 25.7%
$68B
$226 Million 0.34% of portfolio
1,274
Q3 2024 Added 7.33%
$1.09T
$231 Million 0.34% of portfolio
1,328
Q3 2024 Added 147.76%
$86.2B
$220 Million 0.33% of portfolio
1,910
Q3 2024 Reduced 37.76%
$224B
$218 Million 0.33% of portfolio
1,914
Q3 2024 Reduced 41.59%
$0
$206 Million 0.31% of portfolio
4,466
Q3 2024 Reduced 0.02%
$19.4B
$203 Million 0.3% of portfolio
4,509
Q3 2024 Reduced 12.12%
Jacobs Solutions
-
$200 Million 0.3% of portfolio
-
Q3 2024 Reduced 30.72%
$0
$199 Million 0.3% of portfolio
5,298
Q3 2024 Reduced 10.66%

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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