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
$3.19T
$5.65 Billion 8.34% of portfolio
25,420
Q1 2025 Reduced 1.27%
$0
$4.79 Billion 7.08% of portfolio
9,325
Q1 2025 Reduced 2.6%
$767B
$3.49 Billion 5.15% of portfolio
4,222
Q1 2025 Added 68.07%
$2.2T
$2.49 Billion 3.68% of portfolio
13,091
Q1 2025 Added 3.96%
$0
$2.27 Billion 3.36% of portfolio
82,636
Q1 2025 Added 0.57%
$0
$2.25 Billion 3.33% of portfolio
30,663
Q1 2025 Reduced 5.79%
$993B
$2.21 Billion 3.27% of portfolio
14,311
Q1 2025 Added 13.02%
$0
$2.18 Billion 3.22% of portfolio
43,186
Q1 2025 Reduced 24.58%
$0
$2.04 Billion 3.01% of portfolio
11,791
Q1 2025 Reduced 0.19%
$0
$2.02 Billion 2.98% of portfolio
22,041
Q1 2025 Added 8.81%
$1.5T
$1.99 Billion 2.95% of portfolio
3,461
Q1 2025 Added 6.26%
$0
$1.96 Billion 2.9% of portfolio
5,289
Q1 2025 Reduced 9.43%
$793B
$1.81 Billion 2.67% of portfolio
7,384
Q1 2025 Added 3.68%
$0
$1.78 Billion 2.63% of portfolio
8,018
Q1 2025 Reduced 16.16%
$441B
$1.6 Billion 2.36% of portfolio
2
Q4 2023 New
$3.57T
$1.54 Billion 2.28% of portfolio
4,113
Q1 2025 Added 4.05%
$0
$1.41 Billion 2.08% of portfolio
63,794
Q1 2025 Reduced 7.37%
$218B
$1.28 Billion 1.9% of portfolio
4,110
Q1 2025 Reduced 6.04%
$256B
$1.19 Billion 1.76% of portfolio
13,606
Q1 2025 Added 2.63%
$0
$1.18 Billion 1.74% of portfolio
32,623
Q1 2025 Added 2.65%
$98.6B
$1.14 Billion 1.68% of portfolio
10,200
Q1 2025 Reduced 5.31%
$0
$1.06 Billion 1.56% of portfolio
19,825
Q1 2025 Added 47.86%
$305B
$1.03 Billion 1.52% of portfolio
14,352
Q1 2025 Added 3.33%
$0
$954 Million 1.41% of portfolio
40,736
Q1 2025 Reduced 3.31%
$0
$925 Million 1.37% of portfolio
52,565
Q1 2025 Reduced 28.25%
$0
$858 Million 1.27% of portfolio
9,476
Q1 2025 Added 31.19%
$361B
$816 Million 1.2% of portfolio
7,528
Q1 2025 Added 20.62%
$84.9B
$739 Million 1.09% of portfolio
1,726
Q1 2025 Added 32.46%
$0
$526 Million 0.78% of portfolio
12,906
Q1 2025 New
$67.5B
$509 Million 0.75% of portfolio
2,477
Q1 2025 Added 82.27%
$19.5B
$481 Million 0.71% of portfolio
6,517
Q1 2025 Added 30.47%
$0
$449 Million 0.66% of portfolio
19,472
Q1 2025 Reduced 6.31%
$0
$431 Million 0.64% of portfolio
11,683
Q1 2025 Added 99.1%
$0
$428 Million 0.63% of portfolio
5,234
Q1 2025 Reduced 17.59%
$1.12T
$409 Million 0.6% of portfolio
2,464
Q1 2025 Added 60.1%
$0
$383 Million 0.57% of portfolio
682
Q1 2025 Reduced 5.41%
$0
$368 Million 0.54% of portfolio
3,522
Q1 2025 Reduced 2.57%
$49.8B
$343 Million 0.51% of portfolio
7,256
Q1 2025 Reduced 10.88%
$218B
$324 Million 0.48% of portfolio
3,280
Q1 2025 Added 96.41%
$1.04T
$321 Million 0.47% of portfolio
1,237
Q1 2025 Added 2.15%
$0
$307 Million 0.45% of portfolio
27,318
Q1 2025 Added 0.15%
$0
$292 Million 0.43% of portfolio
17,951
Q1 2025 New
$0
$265 Million 0.39% of portfolio
565
Q1 2025 Reduced 4.07%
$235B
$247 Million 0.36% of portfolio
1,860
Q1 2025 Reduced 1.06%
$0
$230 Million 0.34% of portfolio
4,497
Q1 2025 Reduced 38.12%
$581B
$206 Million 0.3% of portfolio
588
Q1 2025 Added 0.17%
$0
$193 Million 0.29% of portfolio
4,469
Q1 2025 Added 0.02%
$0
$191 Million 0.28% of portfolio
1,001
Q1 2025 Added 0.4%
$0
$188 Million 0.28% of portfolio
6,321
Q1 2025 New

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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