Wiser Advisor Group LLC Purchases and Sells in Q1 2025

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

Top Buys

Incresed Positions

113 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.71K + 68.07%	$725.72 - $929.72 $1.24M - $1.59M	4.22K $3.49B
MLPA	6.42K + 47.86%	$49.83 - $54.53 $320K - $350K	19.8K $1.06B
VNQ	2.25K + 31.19%	$85.55 - $94.34 $193K - $213K	9.48K $858M
RCL	1.12K + 82.27%	$203.38 - $274.79 $227K - $307K	2.48K $509M
RACE	423 + 32.46%	$413.73 - $508.15 $175K - $215K	1.73K $739M
BLOK	5.82K + 99.1%	$36.88 - $49.3 $214K - $287K	11.7K $431M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	12.9K New	$39.61 - $42.65 $511K - $550K	12.9K $526M
VPN	18K New	N/A	18K $292M
BUFR	6.32K New	$29.34 - $31.31 $185K - $198K	6.32K $188M
NKE	192 New	$63.29 - $81.72 $12.2K - $15.7K	192 $12.2M
IBRX	2K New	$2.32 - $3.9 $4.64K - $7.8K	2K $6.02M
SRVR	166 New	$28.69 - $31.94 $4.76K - $5.3K	166 $4.87M

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-328 - 1.27%	$209.68 - $247.1 $68.8K - $81K	25.4K $5.65B
FMB	-14.1K - 24.58%	$50.17 - $51.45 $706K - $724K	43.2K $2.18B
VB	-1.55K - 16.16%	$217.89 - $252.64 $337K - $391K	8.02K $1.78B
KNG	-9.02K - 98.04%	$49.22 - $51.73 $444K - $467K	180 $9.08M
VUG	-551 - 9.43%	$369.1 - $427.61 $203K - $236K	5.29K $1.96B
FPE	-20.7K - 28.25%	$17.53 - $17.87 $363K - $370K	52.6K $925M

Activity Summary All Purchases 128 New Holdings 15 Increased Positions 113 All Sells 53 Reductions 53 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.