Wiser Advisor Group LLC Purchases and Sells in Q4 2024

Wiser Advisor Group LLC

$68.8 Billion
Q4 2024

Top Buys

Incresed Positions

136 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	903 + 56.12%	$727.2 - $932.06 $657K - $842K	2.51K $1.94B
AAPL	106 + 0.41%	$221.69 - $259.02 $23.5K - $27.5K	25.7K $6.45B
AMZN	218 + 1.76%	$180.88 - $232.93 $39.4K - $50.8K	12.6K $2.76B
GOOGL	645 + 5.37%	$161.86 - $196.66 $104K - $127K	12.7K $2.4B
JPM	289 + 4.23%	$205.18 - $250.29 $59.3K - $72.3K	7.12K $1.71B
VUG	4 + 0.07%	$378.79 - $428.11 $1.52K - $1.71K	5.84K $2.4B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOUTH BOW	1.14K New	N/A	1.14K $26.8M
SPY	35 New	$567.81 - $607.81 $19.9K - $21.3K	35 $20.5M
REAL	800 New	$2.89 - $11.18 $2.31K - $8.94K	800 $8.74M
IWM	20 New	$216.13 - $242.4 $4.32K - $4.85K	20 $4.42M
GE	11 New	$159.95 - $194.23 $1.76K - $2.14K	11 $1.84M
CMCSA	42 New	$37.39 - $45.14 $1.57K - $1.9K	42 $1.58M

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-509 - 5.05%	$521.84 - $558.82 $266K - $284K	9.57K $5.16B
HFXI	-410 - 0.5%	$25.79 - $27.56 $10.6K - $11.3K	82.2K $2.14B
BND	-183 - 0.56%	$71.75 - $75.11 $13.1K - $13.7K	32.5K $2.34B
VTV	-283 - 2.34%	$168.32 - $181.87 $47.6K - $51.5K	11.8K $2B
FMB	-658 - 1.14%	$50.62 - $52.07 $33.3K - $34.3K	57.3K $2.92B
JACOBS SOLUTIONS	-685 - 44.86%	N/A	842 $112M

Activity Summary All Purchases 147 New Holdings 11 Increased Positions 136 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.