Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

Wiser Advisor Group LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $67 Billion distributed in 261 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.97B, Vanguard Index Fds S&P 500 ETF with a value of $5.32B, First Tr Exchange Traded Fd Ii with a value of $3.01B, Vanguard Bd Index Fd Inc Total with a value of $2.46B, and Amazon Com Inc with a value of $2.31B.

Examining the 13F form we can see an increase of $3.41B in the current position value, from $63.6B to 67B.

Wiser Advisor Group LLC is based out at Phoenix, AZ

Below you can find more details about Wiser Advisor Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $67 Billion
ETFs: $33.2 Billion
Technology: $9.63 Billion
Consumer Cyclical: $6.82 Billion
Communication Services: $4.54 Billion
Financial Services: $3.38 Billion
Healthcare: $2.61 Billion
Real Estate: $2.46 Billion
Consumer Defensive: $2.42 Billion
Other: $1.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$5.97 Billion 8.92% of portfolio
25,642
Q3 2024 Added 0.59%
$2.02T
$2.31 Billion 3.44% of portfolio
12,374
Q3 2024 Added 0.79%
$1T
$1.99 Billion 2.97% of portfolio
12,017
Q3 2024 Added 4.3%
$1.27T
$1.79 Billion 2.68% of portfolio
3,134
Q3 2024 Added 0.77%
$3.08T
$1.65 Billion 2.47% of portfolio
3,840
Q3 2024 Added 8.72%
$718B
$1.44 Billion 2.15% of portfolio
6,833
Q3 2024 Reduced 1.39%
$420B
$1.43 Billion 2.14% of portfolio
3,535
Q3 2024 Added 1.32%
$713B
$1.43 Billion 2.13% of portfolio
1,609
Q3 2024 Added 8.64%
$424B
$1.38 Billion 2.06% of portfolio
2
Q4 2023 New
$105B
$1.36 Billion 2.02% of portfolio
10,739
Q3 2024 Added 0.77%
$212B
$1.3 Billion 1.94% of portfolio
4,279
Q3 2024 Added 1.76%
$240B
$1.08 Billion 1.61% of portfolio
13,319
Q3 2024 Reduced 1.59%
$276B
$971 Million 1.45% of portfolio
13,512
Q3 2024 Added 0.81%
$366B
$707 Million 1.06% of portfolio
5,822
Q3 2024 Added 55.71%
$78.5B
$530 Million 0.79% of portfolio
1,128
Q3 2024 Added 17.01%
$50.8B
$380 Million 0.57% of portfolio
7,997
Q3 2024 New
$20.4B
$308 Million 0.46% of portfolio
4,420
Q3 2024 Added 124.94%
$178B
$254 Million 0.38% of portfolio
5,664
Q3 2024 Reduced 24.34%
$209B
$251 Million 0.37% of portfolio
2,605
Q3 2024 Reduced 25.7%
$60.6B
$226 Million 0.34% of portfolio
1,274
Q3 2024 Added 7.33%
$992B
$231 Million 0.34% of portfolio
1,328
Q3 2024 Added 147.76%
$88.4B
$220 Million 0.33% of portfolio
1,910
Q3 2024 Reduced 37.76%
$205B
$218 Million 0.33% of portfolio
1,914
Q3 2024 Reduced 41.59%
$19.7B
$203 Million 0.3% of portfolio
4,509
Q3 2024 Reduced 12.12%
$507B
$161 Million 0.24% of portfolio
586
Q3 2024 Reduced 3.93%
$519B
$149 Million 0.22% of portfolio
875
Q3 2024 Added 0.23%
$202B
$142 Million 0.21% of portfolio
230
Q3 2024 Reduced 53.54%
$141B
$139 Million 0.21% of portfolio
4,786
Q3 2024 Reduced 0.52%
$1.03T
$134 Million 0.2% of portfolio
802
Q3 2024 Added 0.12%
$236B
$137 Million 0.2% of portfolio
2,568
Q3 2024 Reduced 7.63%
$423B
$133 Million 0.2% of portfolio
150
Q2 2024 Added 1.35%
$1.66B
$118 Million 0.18% of portfolio
2,050
Q2 2024 Added 4,900.0%
$165B
$112 Million 0.17% of portfolio
414
Q3 2024 Added 0.24%
$66.4B
$107 Million 0.16% of portfolio
618
Q3 2024 Added 1,665.71%
$94.4B
$109 Million 0.16% of portfolio
471
Q3 2024 Added 0.64%
$559B
$105 Million 0.16% of portfolio
179
Q2 2024 Added 1.13%
$407B
$99 Million 0.15% of portfolio
611
Q3 2024 Added 0.49%
$90.9B
$99.7 Million 0.15% of portfolio
480
Q3 2024 Added 0.21%
$55B
$100 Million 0.15% of portfolio
529
Q3 2024 Added 0.38%
$177B
$94.3 Million 0.14% of portfolio
778
Q3 2024 Added 0.52%
$235B
$89.1 Million 0.13% of portfolio
172
Q4 2023 New
$63.9B
$82.4 Million 0.12% of portfolio
644
Q3 2024 Added 0.47%
$253B
$78.8 Million 0.12% of portfolio
694
Q3 2024 Added 0.58%
$219B
$71.1 Million 0.11% of portfolio
262
Q2 2024 Added 0.77%
$152B
$73.7 Million 0.11% of portfolio
872
Q4 2023 New
$21.5B
$70.2 Million 0.1% of portfolio
538
Q3 2024 Reduced 40.22%
$399B
$65.3 Million 0.1% of portfolio
92
Q2 2024 Added 6.98%
$32.2B
$63.8 Million 0.1% of portfolio
283
Q3 2024 Added 0.71%
$14.4B
$66.1 Million 0.1% of portfolio
655
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 261
  • Current Value $67 Billion
  • Prior Value $63.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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