Wiser Advisor Group LLC Incresed Positions in Q3 2024

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTR
Ventas, Inc.

Real Estate
2
+ 0.54%
$50.88 - $65.33 $102 - $131
373 $24M
REXR
Rexford Industrial Realty, Inc.

Real Estate
6
+ 0.77%
$44.45 - $52.25 $267 - $314
786 $39.5M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
74
+ 43.27%
$49.94 - $56.3 $3.7K - $4.17K
245 $13.8M
MMM
3 M CO

Industrials
1
+ 0.77%
$99.69 - $139.42 $99.7 - $139
131 $18M
RDVY
First Trust Rising Dividend Ac

ETFs
3
+ 0.33%
$53.68 - $59.24 $161 - $178
905 $53.6M
BRX
Brixmor Property Group Inc.

Real Estate
9
+ 1.16%
$22.73 - $22.73 $205 - $205
785 $21.9M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
200
+ 181.82%
$17.62 - $21.88 $3.52K - $4.38K
310 $6.18M
KIM
Kimco Realty Corp

Real Estate
9
+ 0.96%
$19.24 - $24.06 $173 - $217
943 $21.9M
TRNO
Terreno Realty Corp

Real Estate
2
+ 0.47%
$59.43 - $71.02 $119 - $142
431 $28.8M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
49
+ 0.95%
$24.07 - $24.62 $1.18K - $1.21K
5.21K $128M
CVS
Cvs Health Corp

Healthcare
8
+ 1.09%
$55.81 - $63.18 $446 - $505
745 $46.8M
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.4%
$69.44 - $84.76 $69.4 - $84.8
254 $20.9M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
4
+ 0.91%
$27.45 - $34.49 $110 - $138
444 $15.2M
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.74%
$63.6 - $76.23 $191 - $229
406 $29M
ABBV
Abb Vie Inc.

Healthcare
1
+ 1.04%
$163.84 - $199.33 $164 - $199
97 $19.2M
Healthcare Realty
23
+ 1.72%
N/A
1.36K $24.6M
DLR
Digital Realty Trust, Inc.

Real Estate
2
+ 0.84%
$144.47 - $162.98 $289 - $326
241 $38.9M
COLD
Americold Realty Trust

Real Estate
5
+ 0.69%
$25.65 - $30.24 $128 - $151
732 $20.7M
MPLX
Mplx LP

Energy
15
+ 2.02%
$40.44 - $45.07 $607 - $676
759 $33.7M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
+ 1.37%
$43.9 - $52.34 $176 - $209
295 $15.2M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
1
+ 0.32%
$17.57 - $25.19 $17.6 - $25.2
315 $7.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.51%
$59.93 - $66.52 $120 - $133
391 $26M
LAMR
Lamar Advertising CO

Real Estate
1
+ 1.03%
$110.9 - $135.58 $111 - $136
98 $13.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.73%
$96.25 - $101.98 $193 - $204
276 $28M
PFFA
Etfis Ser Tr I

ETFs
11
+ 2.11%
$20.94 - $22.98 $230 - $253
532 $12.2M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
16
+ 3.09%
$17.09 - $20.23 $273 - $324
533 $10.1M
XOM
Exxon Mobil Corp

Energy
2
+ 0.67%
$109.72 - $119.0 $219 - $238
302 $35.4M
DOW
Dow Inc.

Basic Materials
5
+ 1.27%
$50.15 - $55.41 $251 - $277
398 $21.7M
FNDX
Schwab Fundamental U S Large C

ETFs
1
+ 0.96%
$65.36 - $71.76 $65.4 - $71.8
105 $7.53M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 1.16%
$111.59 - $129.08 $223 - $258
175 $20.8M
BCS
Barclays PLC

Financial Services
1
+ 0.34%
$10.59 - $12.45 $10.6 - $12.5
296 $3.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 0.59%
$44.83 - $47.42 $44.8 - $47.4
171 $8.05M
FNDF
Schwab Fundamental Intl Large

ETFs
1
+ 0.77%
$33.67 - $37.71 $33.7 - $37.7
131 $4.88M
ING
Ing Groep Nv

Financial Services
1
+ 0.49%
$16.55 - $18.66 $16.6 - $18.7
204 $3.71M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 1.01%
$44.9 - $47.55 $44.9 - $47.6
100 $4.71M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5
+ 4.0%
$16.42 - $18.12 $82.1 - $90.6
130 $2.34M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
+ 1.92%
$44.66 - $49.15 $223 - $246
266 $12.5M
INVH
Invitation Homes Inc.

Real Estate
5
+ 0.77%
$33.2 - $37.28 $166 - $186
656 $23.1M
HST
Host Hotels & Resorts, Inc.

Real Estate
24
+ 1.08%
$15.92 - $18.86 $382 - $453
2.24K $39.4M
F
Ford Motor CO

Consumer Cyclical
4
+ 1.27%
$9.71 - $14.55 $38.8 - $58.2
319 $3.37M
MCHP
Microchip Technology Inc

Technology
1
+ 1.0%
$72.0 - $95.98 $72 - $96
101 $8.07M
CVX
Chevron Corp

Energy
11
+ 3.22%
$137.88 - $161.97 $1.52K - $1.78K
353 $51.9M
HON
Honeywell International Inc

Industrials
1
+ 0.36%
$196.73 - $220.21 $197 - $220
276 $57.1M
SHEL
Shell PLC

Energy
3
+ 0.82%
$65.65 - $73.28 $197 - $220
368 $24.2M
WM
Waste Management Inc

Industrials
1
+ 0.21%
$196.96 - $223.45 $197 - $223
480 $99.7M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.2%
$61.74 - $76.08 $61.7 - $76.1
510 $33.1M
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.58%
$111.15 - $128.97 $445 - $516
694 $78.8M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.12%
$149.54 - $192.66 $150 - $193
802 $134M
AMZN
Amazon Com Inc

Consumer Cyclical
97
+ 0.79%
$161.02 - $200.0 $15.6K - $19.4K
12.4K $2.31B
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
Track This Portfolio

Track Wiser Advisor Group LLC Portfolio

Follow Wiser Advisor Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email