Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $63.8 Billion
  • Q1 2024

Wiser Advisor Group LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $63.8 Billion distributed in 3197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $5.05B, Apple Inc. with a value of $4.45B, First Tr Exchange Traded Fd Ii with a value of $3.76B, Vanguard Bd Index Fd Inc Total with a value of $2.93B, and Vanguard Small Cap ETF with a value of $2.32B.

Examining the 13F form we can see an increase of $3.71B in the current position value, from $60.1B to 63.8B.

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 $63.8 Billion
ETFs: $34.4 Billion
Technology: $6.98 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.24 Billion
Financial Services: $3.25 Billion
Healthcare: $2.71 Billion
Real Estate: $2.33 Billion
Consumer Defensive: $2.06 Billion
Other: $1.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.05 Billion 7.91% of portfolio
10,497
Q1 2024 Added 0.55%
$3.09T
$4.45 Billion 6.98% of portfolio
25,957
Q1 2024 Added 3.25%
$0
$3.76 Billion 5.89% of portfolio
73,163
Q1 2024 Reduced 9.77%
$0
$2.93 Billion 4.59% of portfolio
40,342
Q1 2024 Reduced 4.24%
$0
$2.32 Billion 3.63% of portfolio
10,118
Q1 2024 Reduced 0.76%
$0
$2.26 Billion 3.54% of portfolio
84,251
Q1 2024 Reduced 0.33%
$1.8T
$2.25 Billion 3.53% of portfolio
12,484
Q1 2024 Added 7.83%
$0
$2.04 Billion 3.19% of portfolio
12,496
Q1 2024 Reduced 2.85%
$0
$2.03 Billion 3.18% of portfolio
5,900
Q1 2024 Reduced 3.66%
$0
$1.94 Billion 3.03% of portfolio
17,575
Q1 2024 Reduced 0.8%
$1.03T
$1.73 Billion 2.72% of portfolio
11,489
Q1 2024 Added 1.27%
$0
$1.48 Billion 2.33% of portfolio
85,702
Q1 2024 Reduced 2.95%
$1.05T
$1.49 Billion 2.33% of portfolio
3,066
Q1 2024 Added 2.85%
$3.09T
$1.45 Billion 2.27% of portfolio
3,444
Q1 2024 Added 5.64%
$0
$1.38 Billion 2.16% of portfolio
22,245
Q1 2024 Reduced 0.42%
$102B
$1.38 Billion 2.16% of portfolio
10,565
Q1 2024 Added 0.73%
$0
$1.32 Billion 2.06% of portfolio
36,842
Q1 2024 Added 2.69%
$376B
$1.27 Billion 1.99% of portfolio
2
Q4 2023 New
$343B
$1.26 Billion 1.98% of portfolio
3,276
Q1 2024 Reduced 2.06%
$779B
$1.13 Billion 1.77% of portfolio
1,447
Q1 2024 Added 4,155.88%
$0
$1.04 Billion 1.63% of portfolio
21,166
Q1 2024 Reduced 0.66%
$190B
$1.04 Billion 1.63% of portfolio
3,680
Q1 2024 Reduced 0.57%
$272B
$841 Million 1.32% of portfolio
13,715
Q1 2024 Reduced 1.78%
$178B
$822 Million 1.29% of portfolio
13,646
Q1 2024 Added 190.16%
$0
$641 Million 1.0% of portfolio
7,930
Q1 2024 Reduced 1.52%
$0
$544 Million 0.85% of portfolio
10,105
Q1 2024 Added 4.04%
$0
$523 Million 0.82% of portfolio
21,930
Q4 2023 New
$0
$523 Million 0.82% of portfolio
10,822
Q1 2024 Added 29.93%
$0
$468 Million 0.73% of portfolio
5,384
Q1 2024 Added 4.42%
$189B
$455 Million 0.71% of portfolio
3,715
Q1 2024 Reduced 25.09%
$2.73T
$436 Million 0.68% of portfolio
483
Q1 2024 Added 257.78%
Jacobs Solutions
-
$400 Million 0.63% of portfolio
-
Q1 2024 Reduced 3.32%
$0
$381 Million 0.6% of portfolio
3,446
Q1 2024 Added 0.26%
$179B
$382 Million 0.6% of portfolio
3,356
Q1 2024 Reduced 1.12%
$75.1B
$380 Million 0.6% of portfolio
872
Q1 2024 Added 7.65%
$0
$376 Million 0.59% of portfolio
7,195
Q1 2024 Reduced 9.7%
$0
$375 Million 0.59% of portfolio
31,547
Q1 2024 Added 0.12%
$173B
$331 Million 0.52% of portfolio
7,867
Q1 2024 Added 0.7%
$223B
$295 Million 0.46% of portfolio
507
Q4 2023 New
$15B
$282 Million 0.44% of portfolio
7,074
Q1 2024 Reduced 1.89%
$79.7B
$278 Million 0.43% of portfolio
2,854
Q1 2024 Added 0.63%
$0
$267 Million 0.42% of portfolio
600
Q1 2024 Added 0.17%
$0
$261 Million 0.41% of portfolio
496
Q1 2024 Added 206.17%
$0
$251 Million 0.39% of portfolio
2,368
Q1 2024 Reduced 1.04%
$562B
$241 Million 0.38% of portfolio
1,370
Q1 2024 Added 41.97%
$0
$225 Million 0.35% of portfolio
6,151
Q1 2024 Reduced 3.23%
$0
$219 Million 0.34% of portfolio
4,393
Q1 2024 Reduced 2.31%
$0
$212 Million 0.33% of portfolio
4,261
Q1 2024 Added 1.48%
$0
$207 Million 0.32% of portfolio
3,525
Q1 2024 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 3,197
  • Current Value $63.8 Billion
  • Prior Value $60.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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