Wiser Advisor Group LLC Purchases in Q3 2025

Wiser Advisor Group LLC

  • $80.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UMC
United Microelectronics Corp

Technology
1.47K
New
$6.58 - $7.86 $9.67K - $11.5K
1.47K $11.1M
C
Citigroup Inc

Financial Services
107
New
$85.57 - $103.49 $9.16K - $11.1K
107 $10.9M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
589
New
$18.41 - $20.12 $10.8K - $11.9K
589 $10.9M
VZ
Verizon Communications Inc

Communication Services
241
New
$40.84 - $45.06 $9.84K - $10.9K
241 $10.6M
KMB
Kimberly Clark Corp

Consumer Defensive
83
New
$121.72 - $136.77 $10.1K - $11.4K
83 $10.3M
FDX
Fedex Corp

Industrials
42
New
$217.1 - $243.2 $9.12K - $10.2K
42 $9.87M
UBER
Uber Technologies, Inc

Technology
100
New
$86.91 - $99.57 $8.69K - $9.96K
100 $9.8M
TSCO
Tractor Supply CO

Consumer Cyclical
171
New
$54.08 - $62.65 $9.25K - $10.7K
171 $9.71M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
225
New
$35.21 - $46.94 $7.92K - $10.6K
225 $9.67M
CSX
Csx Corp

Industrials
267
New
$32.05 - $36.52 $8.56K - $9.75K
267 $9.48M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
64
New
$134.94 - $145.86 $8.64K - $9.34K
64 $9.32M
VCIT
Vanguard Intermediate Term Cor

ETFs
36
+ 0.71%
$81.75 - $84.54 $2.94K - $3.04K
5.11K $429M
CARR
Carrier Global Corp

Industrials
150
New
$58.75 - $80.73 $8.81K - $12.1K
150 $8.97M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
181
New
$48.72 - $50.73 $8.82K - $9.18K
181 $8.92M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
310
New
$24.13 - $29.07 $7.48K - $9.01K
310 $8.86M
DUOL
Duolingo, Inc.

Technology
27
New
$271.18 - $403.06 $7.32K - $10.9K
27 $8.69M
LLY
Eli Lilly & CO

Healthcare
105
+ 2.44%
$625.65 - $812.69 $65.7K - $85.3K
4.4K $3.36B
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
211
New
$36.69 - $40.78 $7.74K - $8.6K
211 $8.54M
REAL
The Real Real, Inc.

Consumer Cyclical
800
New
$4.94 - $10.89 $3.95K - $8.71K
800 $8.5M
FNDX
Schwab Fundamental U S Large C

ETFs
320
New
$24.38 - $26.34 $7.8K - $8.43K
320 $8.43M
T
At&T Inc.

Communication Services
295
New
$26.94 - $29.62 $7.95K - $8.74K
295 $8.32M
PAWZ
Proshares Tr Pet Care ETF

ETFs
146
New
$53.96 - $58.77 $7.88K - $8.58K
146 $8.21M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
190
New
$42.56 - $49.08 $8.09K - $9.33K
190 $8.14M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
170
New
$45.6 - $46.92 $7.75K - $7.98K
170 $7.95M
PM
Philip Morris International Inc.

Consumer Defensive
45
New
$157.77 - $183.27 $7.1K - $8.25K
45 $7.32M
GMED
Globus Medical Inc

Healthcare
122
New
$51.89 - $62.79 $6.33K - $7.66K
122 $6.99M
BNDX
Vanguard Total International B

ETFs
141
New
$49.0 - $49.51 $6.91K - $6.98K
141 $6.96M
ROBO
Robo Global Robotics And Autom

ETFs
106
New
$59.49 - $67.23 $6.31K - $7.13K
106 $6.96M
ZTS
Zoetis Inc.

Healthcare
47
New
$141.13 - $159.19 $6.63K - $7.48K
47 $6.9M
MCHP
Microchip Technology Inc

Technology
104
New
$60.95 - $75.26 $6.34K - $7.83K
104 $6.65M
BCS
Barclays PLC

Financial Services
300
New
$17.88 - $21.05 $5.36K - $6.32K
300 $6.2M
RXO
Rxo, Inc.
387
New
$14.25 - $17.9 $5.51K - $6.93K
387 $5.95M
FNDF
Schwab Fundamental Intl Large

ETFs
135
New
$39.84 - $43.15 $5.38K - $5.83K
135 $5.81M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
167
New
$30.4 - $33.62 $5.08K - $5.61K
167 $5.3M
TGT
Target Corp

Consumer Defensive
58
New
$86.56 - $107.43 $5.02K - $6.23K
58 $5.25M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
324
New
$13.84 - $19.11 $4.48K - $6.19K
324 $5.11M
IBRX
Immunity Bio, Inc.

Healthcare
2K
New
$2.24 - $3.01 $4.48K - $6.02K
2K $4.92M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
104
New
$45.72 - $47.27 $4.75K - $4.92K
104 $4.89M
IWM
Ishares Russell 2000 ETF

ETFs
20
New
$214.92 - $244.84 $4.3K - $4.9K
20 $4.84M
PINS
Pinterest, Inc.

Communication Services
150
New
$32.17 - $39.17 $4.83K - $5.88K
150 $4.83M
FNDA
Schwab Fundamental U S Small C

ETFs
153
New
$28.75 - $31.93 $4.4K - $4.89K
153 $4.78M
AWK
American Water Works Company, Inc.

Utilities
34
New
$135.05 - $147.0 $4.59K - $5K
34 $4.68M
SWK
Stanley Black & Decker, Inc.

Industrials
60
New
$66.98 - $79.52 $4.02K - $4.77K
60 $4.46M
CCK
Crown Holdings Inc

Consumer Cyclical
45
New
$92.19 - $108.12 $4.15K - $4.87K
45 $4.36M
SONY
Sony Group Corp

Technology
151
New
$23.92 - $30.07 $3.61K - $4.54K
151 $4.34M
AMBC
Ambac Financial Group Inc

Financial Services
500
New
$6.94 - $9.72 $3.47K - $4.86K
500 $4.17M
F
Ford Motor CO

Consumer Cyclical
343
New
$10.82 - $12.09 $3.71K - $4.15K
343 $4.1M
NGG
National Grid PLC

Utilities
54
New
$67.98 - $74.38 $3.67K - $4.02K
54 $3.91M
VXF
Vanguard Extended Market ETF

ETFs
18
New
$193.58 - $213.07 $3.48K - $3.84K
18 $3.82M
Activity Summary
Buys All Purchases 236 New Holdings 210 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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