Wiser Advisor Group LLC Purchases in Q4 2024

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
903
+ 56.12%
$727.2 - $932.06 $657K - $842K
2.51K $1.94B
AAPL
Apple Inc.

Technology
106
+ 0.41%
$221.69 - $259.02 $23.5K - $27.5K
25.7K $6.45B
AMZN
Amazon Com Inc

Consumer Cyclical
218
+ 1.76%
$180.88 - $232.93 $39.4K - $50.8K
12.6K $2.76B
GOOGL
Alphabet Inc.

Communication Services
645
+ 5.37%
$161.86 - $196.66 $104K - $127K
12.7K $2.4B
JPM
Jpmorgan Chase & CO

Financial Services
289
+ 4.23%
$205.18 - $250.29 $59.3K - $72.3K
7.12K $1.71B
VUG
Vanguard Growth ETF

ETFs
4
+ 0.07%
$378.79 - $428.11 $1.52K - $1.71K
5.84K $2.4B
NVDA
Nvidia Corp

Technology
419
+ 7.2%
$117.0 - $148.88 $49K - $62.4K
6.24K $838M
META
Meta Platforms, Inc.

Communication Services
123
+ 3.92%
$554.08 - $632.68 $68.2K - $77.8K
3.26K $1.91B
ZM
Zoom Video Communications, Inc.

Technology
575
+ 13.01%
$67.21 - $89.03 $38.6K - $51.2K
5K $408M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
85
+ 6.67%
$173.13 - $258.09 $14.7K - $21.9K
1.36K $313M
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.4K
+ 205.95%
$22.4 - $68.28 $1.04M - $3.17M
68.9K $1.6B
BLOK
Amplify ETF Tr Trnsformational

ETFs
570
+ 10.76%
$36.5 - $53.22 $20.8K - $30.3K
5.87K $253M
MLPA
Global X Mlp ETF

ETFs
739
+ 5.83%
$47.44 - $52.61 $35.1K - $38.9K
13.4K $662M
VB
Vanguard Small Cap ETF

ETFs
34
+ 0.36%
$233.76 - $261.58 $7.95K - $8.89K
9.56K $2.3B
AVGO
Broadcom Inc.

Technology
1
+ 0.16%
$159.67 - $250.0 $160 - $250
619 $144M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 8.47%
$481.22 - $538.17 $22.1K - $24.8K
589 $301M
FC
Franklin Covey CO

Industrials
907
+ 100.22%
$35.29 - $44.09 $32K - $40K
1.81K $68.1M
South Bow
1.14K
New
N/A
1.14K $26.8M
V
Visa Inc.

Financial Services
1
+ 0.17%
$273.87 - $320.91 $274 - $321
587 $185M
RACE
Ferrari N.V.

Consumer Cyclical
175
+ 15.51%
$422.83 - $490.34 $74K - $85.8K
1.3K $554M
ELV
Elevance Health, Inc.

Healthcare
108
+ 89.26%
$365.96 - $514.62 $39.5K - $55.6K
229 $84.5M
IVV
Ishares Core S&P 500 ETF

ETFs
21
+ 3.0%
$570.51 - $610.59 $12K - $12.8K
721 $424M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
New
$567.81 - $607.81 $19.9K - $21.3K
35 $20.5M
NFLX
Netflix Inc

Communication Services
3
+ 3.26%
$687.65 - $936.56 $2.06K - $2.81K
95 $84.7M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.12%
$163.08 - $198.16 $163 - $198
803 $153M
VNM
Vaneck Vietnam ETF

ETFs
1.89K
+ 65.63%
$11.39 - $12.84 $21.5K - $24.3K
4.77K $54.8M
ROBO
Robo Global Robotics And Autom

ETFs
356
+ 12.71%
$55.06 - $58.6 $19.6K - $20.9K
3.16K $178M
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.55%
$52.45 - $60.02 $734 - $840
2.58K $153M
MSFT
Microsoft Corp

Technology
113
+ 2.94%
$406.35 - $454.46 $45.9K - $51.4K
3.95K $1.67B
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.07%
$109.38 - $131.9 $109 - $132
1.42K $169M
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.2K
+ 100.96%
$25.33 - $51.16 $536K - $1.08M
42.1K $1.09B
REAL
The Real Real, Inc.

Consumer Cyclical
800
New
$2.89 - $11.18 $2.31K - $8.94K
800 $8.74M
AXP
American Express CO

Financial Services
1
+ 0.38%
$267.35 - $305.57 $267 - $306
263 $78M
HON
Honeywell International Inc

Industrials
2
+ 0.72%
$202.84 - $236.0 $406 - $472
278 $62.7M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.39%
$63.31 - $82.85 $127 - $166
512 $37.9M
IWM
Ishares Russell 2000 ETF

ETFs
20
New
$216.13 - $242.4 $4.32K - $4.85K
20 $4.42M
MPLX
Mplx LP

Energy
15
+ 1.98%
$43.77 - $51.66 $657 - $775
774 $37.1M
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 0.31%
$70.87 - $83.05 $142 - $166
644 $49.8M
ALL
Allstate Corp

Financial Services
3
+ 0.57%
$181.25 - $208.2 $544 - $625
532 $103M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1
+ 0.72%
$109.13 - $130.93 $109 - $131
139 $17.3M
GE
General Electric CO

Industrials
11
New
$159.95 - $194.23 $1.76K - $2.14K
11 $1.84M
CMCSA
Comcast Corp

Communication Services
42
New
$37.39 - $45.14 $1.57K - $1.9K
42 $1.58M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
1
+ 0.41%
$55.58 - $62.6 $55.6 - $62.6
246 $14.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
785
+ 200.77%
$22.01 - $66.82 $17.3K - $52.5K
1.18K $26.7M
Ge Vernova
2
New
N/A
2 $658K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
+ 1.88%
$46.48 - $51.32 $232 - $257
271 $13M
MO
Altria Group, Inc.

Consumer Defensive
4
+ 1.79%
$49.06 - $57.74 $196 - $231
227 $11.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
New
$178.39 - $215.0 $357 - $430
2 $386K
GBCI
Glacier Bancorp, Inc.

Financial Services
1
+ 1.45%
$44.09 - $58.89 $44.1 - $58.9
70 $3.51M
Activity Summary
Buys All Purchases 147 New Holdings 11 Increased Positions 136 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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