Wiser Advisor Group LLC Purchases in Q3 2024

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
150
+ 0.59%
$207.23 - $234.82 $31.1K - $35.2K
25.6K $5.97B
TRP
Tc Energy Corp

Energy
8K
New
$37.48 - $47.9 $300K - $383K
8K $380M
NVDA
Nvidia Corp

Technology
2.08K
+ 55.71%
$98.91 - $134.91 $206K - $281K
5.82K $707M
MCD
Mcdonalds Corp

Consumer Cyclical
74
+ 1.76%
$245.82 - $304.51 $18.2K - $22.5K
4.28K $1.3B
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 1.32%
$333.64 - $405.2 $15.3K - $18.6K
3.54K $1.43B
META
Meta Platforms, Inc.

Communication Services
24
+ 0.77%
$453.41 - $572.44 $10.9K - $13.7K
3.13K $1.79B
ZM
Zoom Video Communications, Inc.

Technology
2.46K
+ 124.94%
$55.32 - $71.9 $136K - $177K
4.42K $308M
PLD
Prologis, Inc.

Real Estate
82
+ 0.77%
$111.95 - $132.43 $9.18K - $10.9K
10.7K $1.36B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
792
+ 147.76%
$147.95 - $191.05 $117K - $151K
1.33K $231M
RACE
Ferrari N.V.

Consumer Cyclical
164
+ 17.01%
$405.92 - $496.79 $66.6K - $81.5K
1.13K $530M
SCHX
Schwab Strategic Tr Us Large C

ETFs
284
+ 1.28%
$61.11 - $67.85 $17.4K - $19.3K
22.5K $1.53B
VNQ
Vanguard Specialized Funds Van

ETFs
46
+ 0.67%
$82.97 - $98.97 $3.82K - $4.55K
6.9K $672M
SCHA
Schwab Strategic Tr Us Small C

ETFs
103
+ 0.49%
$46.9 - $51.96 $4.83K - $5.35K
21K $1.08B
LLY
Eli Lilly & CO

Healthcare
128
+ 8.64%
$772.14 - $960.02 $98.8K - $123K
1.61K $1.43B
MSFT
Microsoft Corp

Technology
308
+ 8.72%
$395.15 - $467.56 $122K - $144K
3.84K $1.65B
VUG
Vanguard Growth ETF

ETFs
6
+ 0.1%
$341.08 - $391.94 $2.05K - $2.35K
5.84K $2.24B
FPE
First Tr Pfd Secs & Income ETF

ETFs
114
+ 0.16%
$17.35 - $18.22 $1.98K - $2.08K
72.5K $1.31B
AVGO
Broadcom Inc.

Technology
583
+ 1665.71%
$136.27 - $1745.86 $79.4K - $1.02M
618 $107M
Amentum Holdings
1.52K
New
N/A
1.52K $49.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.42%
$105.53 - $118.34 $1.58K - $1.78K
3.58K $419M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
87
+ 7.33%
$138.85 - $182.81 $12.1K - $15.9K
1.27K $226M
ORCL
Oracle Corp

Technology
2
+ 0.23%
$125.9 - $170.35 $252 - $341
875 $149M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.24%
$213.3 - $270.78 $213 - $271
414 $112M
AMT
American Tower Corp

Real Estate
3
+ 0.64%
$192.27 - $242.73 $577 - $728
471 $109M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.52%
$99.55 - $123.34 $398 - $493
778 $94.3M
ALL
Allstate Corp

Financial Services
2
+ 0.38%
$158.43 - $192.86 $317 - $386
529 $100M
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.51%
$181.06 - $197.17 $905 - $986
992 $196M
WELL
Welltower Inc.

Real Estate
3
+ 0.47%
$104.0 - $129.74 $312 - $389
644 $82.4M
LMT
Lockheed Martin Corp

Industrials
2
+ 1.72%
$460.3 - $584.56 $921 - $1.17K
118 $69M
HYD
Vaneck High Yield Muni ETF

ETFs
73
+ 1.03%
$51.46 - $53.07 $3.76K - $3.87K
7.17K $381M
Canadian Pacific
17
+ 1.09%
N/A
1.58K $135M
MLPA
Global X Mlp ETF

ETFs
373
+ 3.03%
$45.78 - $49.84 $17.1K - $18.6K
12.7K $608M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.49%
$145.48 - $167.38 $436 - $502
611 $99M
SBUX
Starbucks Corp

Consumer Cyclical
47
+ 18.15%
$72.51 - $98.6 $3.41K - $4.63K
306 $29.9M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.16%
$59.48 - $74.31 $59.5 - $74.3
642 $46.9M
EBAY
Ebay Inc

Consumer Cyclical
3
+ 0.44%
$52.61 - $65.44 $158 - $196
687 $44.7M
VICI
Vici Properties Inc.

Real Estate
20
+ 1.47%
$27.64 - $34.08 $553 - $682
1.38K $45.8M
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.15%
$47.6 - $53.31 $143 - $160
2.01K $106M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4
+ 0.5%
$64.35 - $75.71 $257 - $303
802 $59.1M
TTWO
Take Two Interactive Software Inc

Communication Services
45
+ 166.67%
$135.67 - $161.71 $6.11K - $7.28K
72 $11.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
25
+ 1.38%
N/A
1.84K $42.1M
CCI
Crown Castle International Corp

Real Estate
3
+ 1.06%
$95.29 - $120.24 $286 - $361
287 $34.1M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.3%
$137.09 - $137.09 $137 - $137
330 $51.3M
KRC
Kilroy Realty Corp

Real Estate
13
+ 1.69%
$31.24 - $40.79 $406 - $530
783 $30.3M
ADC
Agree Realty Corp

Real Estate
5
+ 1.14%
$61.47 - $76.71 $307 - $384
444 $33.5M
VNM
Vaneck Vietnam ETF

ETFs
357
+ 14.15%
$11.4 - $12.79 $4.07K - $4.57K
2.88K $36.8M
CUBE
Cube Smart

Real Estate
6
+ 0.93%
$43.74 - $54.55 $262 - $327
652 $35.1M
UDR
Udr, Inc.

Real Estate
13
+ 1.04%
$39.96 - $47.13 $519 - $613
1.27K $57.4M
AVB
Avalonbay Communities Inc

Real Estate
2
+ 0.71%
$200.95 - $234.65 $402 - $469
283 $63.8M
Activity Summary
Buys All Purchases 103 New Holdings 2 Increased Positions 101 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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