Wiser Advisor Group LLC Incresed Positions in Q1 2025

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INVH
Invitation Homes Inc.

Real Estate
6
+ 0.91%
$30.28 - $34.85 $182 - $209
667 $23.2M
MO
Altria Group, Inc.

Consumer Defensive
5
+ 2.2%
$50.81 - $60.02 $254 - $300
232 $13.9M
TRNO
Terreno Realty Corp

Real Estate
3
+ 0.69%
$57.4 - $68.5 $172 - $206
438 $27.7M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14
+ 2.56%
$17.15 - $21.07 $240 - $295
561 $11.2M
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.78%
$71.24 - $84.73 $142 - $169
257 $21.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5
+ 1.85%
$48.65 - $53.06 $243 - $265
276 $14.3M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
5
+ 1.67%
$45.62 - $51.12 $228 - $256
305 $15.5M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
41
+ 0.78%
$23.87 - $24.35 $979 - $998
5.3K $127M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
5
+ 1.12%
$30.51 - $32.85 $153 - $164
453 $14.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2
+ 0.71%
$95.85 - $99.25 $192 - $199
282 $27.9M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.74%
$158.56 - $176.26 $159 - $176
136 $23.1M
C
Citigroup Inc

Financial Services
3
+ 0.62%
$67.23 - $84.63 $202 - $254
485 $34.5M
PEAK
Healthpeak Properties, Inc.

Real Estate
28
+ 1.5%
N/A
1.9K $38.4M
IVE
Ishares S&P 500 Value ETF

ETFs
4
+ 0.4%
$185.78 - $198.58 $743 - $794
1K $191M
Healthcare Realty
25
+ 1.92%
N/A
1.33K $22.4M
CUBE
Cube Smart

Real Estate
8
+ 1.21%
$40.23 - $43.23 $322 - $346
667 $28.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
5
+ 2.23%
$24.05 - $24.86 $120 - $124
229 $5.69M
ELS
Equity Lifestyle Properties Inc

Real Estate
3
+ 0.73%
$64.36 - $69.32 $193 - $208
412 $27.5M
COLD
Americold Realty Trust

Real Estate
8
+ 1.08%
$20.74 - $23.05 $166 - $184
746 $16M
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
2
+ 0.98%
$39.95 - $42.5 $79.9 - $85
207 $8.56M
EMB
Ishares Tr

ETFs
1
+ 1.56%
$88.64 - $92.03 $88.6 - $92
65 $5.86M
F
Ford Motor CO

Consumer Cyclical
10
+ 3.1%
$9.12 - $10.43 $91.2 - $104
333 $3.34M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.99%
$44.68 - $46.49 $44.7 - $46.5
102 $4.72M
EXR
Extra Space Storage Inc.

Real Estate
2
+ 1.75%
$143.8 - $161.28 $288 - $323
116 $17.2M
FNDX
Schwab Fundamental U S Large C

ETFs
2
+ 0.63%
$23.03 - $25.01 $46.1 - $50
318 $7.5M
PFFA
Etfis Ser Tr I

ETFs
13
+ 2.39%
$21.21 - $22.3 $276 - $290
557 $11.8M
Canadian Pacific
51
+ 2.94%
N/A
1.78K $125M
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 1.72%
$76.43 - $90.41 $76.4 - $90.4
59 $4.51M
MET
Metlife Inc

Financial Services
1
+ 0.37%
$77.7 - $87.0 $77.7 - $87
269 $21.6M
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.44%
$57.22 - $63.39 $229 - $254
913 $53.5M
VTRS
Viatris Inc

Healthcare
1
+ 0.85%
$8.68 - $12.42 $8.68 - $12.4
119 $1.04M
LAMR
Lamar Advertising CO

Real Estate
1
+ 1.01%
$110.65 - $132.9 $111 - $133
100 $11.4M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2
+ 1.13%
$92.51 - $102.81 $185 - $206
179 $16.6M
NDAQ
Nasdaq, Inc.

Financial Services
2
+ 0.31%
$72.17 - $83.76 $144 - $168
646 $49M
BRX
Brixmor Property Group Inc.

Real Estate
8
+ 1.01%
N/A
801 $21.3M
MCHP
Microchip Technology Inc

Technology
1
+ 0.99%
$48.41 - $64.3 $48.4 - $64.3
102 $4.94M
AVB
Avalonbay Communities Inc

Real Estate
3
+ 1.05%
$207.86 - $228.08 $624 - $684
288 $61.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3
+ 0.26%
$21.23 - $23.75 $63.7 - $71.3
1.18K $25.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 2.1%
$57.21 - $65.8 $572 - $658
487 $28.4M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
2
+ 0.63%
$15.98 - $24.03 $32 - $48.1
319 $5.16M
ADM
Archer Daniels Midland CO

Consumer Defensive
9
+ 1.06%
$45.22 - $52.17 $407 - $470
860 $41.3M
KIM
Kimco Realty Corp

Real Estate
11
+ 1.22%
$20.15 - $23.42 $222 - $258
911 $19.3M
WMT
Walmart Inc.

Consumer Defensive
349
+ 2.63%
$84.5 - $105.05 $29.5K - $36.7K
13.6K $1.19B
HON
Honeywell International Inc

Industrials
1
+ 0.36%
$202.75 - $226.52 $203 - $227
279 $59.1M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.83%
$423.19 - $506.29 $423 - $506
121 $54.1M
PSCH
Invesco S&P Smallcap Health Ca

ETFs
1
+ 0.02%
$41.0 - $48.93 $41 - $48.9
4.47K $193M
UPS
United Parcel Service Inc

Industrials
4
+ 1.29%
$109.66 - $136.26 $439 - $545
313 $34.5M
LOW
Lowes Companies Inc

Consumer Cyclical
2
+ 0.48%
$222.66 - $268.42 $445 - $537
418 $97.5M
KRC
Kilroy Realty Corp

Real Estate
10
+ 1.37%
$32.02 - $40.63 $320 - $406
738 $24.2M
Activity Summary
Buys All Purchases 128 New Holdings 15 Increased Positions 113 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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