Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $63.6 Billion
  • Q2 2024

Wiser Advisor Group LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.6 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.37B, Vanguard Index Fds S&P 500 ETF with a value of $5.24B, First Tr Exchange Traded Fd Ii with a value of $2.97B, Vanguard Bd Index Fd Inc Total with a value of $2.43B, and Amazon Com Inc with a value of $2.37B.

Examining the 13F form we can see an decrease of $240M in the current position value, from $63.8B to 63.6B.

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 $63.6 Billion
ETFs: $32.5 Billion
Technology: $8.31 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $4.59 Billion
Financial Services: $3.2 Billion
Healthcare: $2.78 Billion
Consumer Defensive: $2.16 Billion
Real Estate: $2.16 Billion
Other: $1.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$5.37 Billion 8.44% of portfolio
25,492
Q2 2024 Reduced 1.79%
$1.75T
$2.37 Billion 3.73% of portfolio
12,277
Q2 2024 Reduced 1.66%
$901B
$2.1 Billion 3.3% of portfolio
11,522
Q2 2024 Added 0.29%
$2.99T
$1.58 Billion 2.48% of portfolio
3,532
Q2 2024 Added 2.56%
$1.12T
$1.57 Billion 2.47% of portfolio
3,110
Q2 2024 Added 1.44%
$623B
$1.4 Billion 2.2% of portfolio
6,929
Q2 2024 Added 1.69%
$858B
$1.34 Billion 2.11% of portfolio
1,481
Q2 2024 Added 2.35%
$414B
$1.22 Billion 1.93% of portfolio
2
Q4 2023 New
$369B
$1.2 Billion 1.89% of portfolio
3,489
Q2 2024 Added 6.5%
$117B
$1.2 Billion 1.88% of portfolio
10,657
Q2 2024 Added 0.87%
$213B
$1.07 Billion 1.68% of portfolio
4,205
Q2 2024 Added 14.27%
$208B
$916 Million 1.44% of portfolio
13,534
Q2 2024 Reduced 0.82%
$308B
$853 Million 1.34% of portfolio
13,404
Q2 2024 Reduced 2.27%
$256B
$462 Million 0.73% of portfolio
3,739
Q2 2024 Added 674.12%
$86B
$393 Million 0.62% of portfolio
964
Q2 2024 Added 10.55%
$160B
$348 Million 0.55% of portfolio
3,506
Q2 2024 Reduced 5.63%
$173B
$309 Million 0.49% of portfolio
7,486
Q2 2024 Reduced 4.84%
$89.8B
$308 Million 0.48% of portfolio
3,069
Q2 2024 Added 7.53%
$240B
$273 Million 0.43% of portfolio
495
Q2 2024 Reduced 2.37%
$665B
$274 Million 0.43% of portfolio
1,384
Q2 2024 Added 1.02%
$39.9B
$189 Million 0.3% of portfolio
1,187
Q2 2024 Reduced 1.82%
$14.1B
$158 Million 0.25% of portfolio
5,131
Q2 2024 Reduced 27.47%
$457B
$160 Million 0.25% of portfolio
610
Q2 2024 Reduced 5.28%
$926B
$147 Million 0.23% of portfolio
801
Q2 2024 Added 0.13%
$160B
$135 Million 0.21% of portfolio
4,811
Q2 2024 Reduced 29.47%
$199B
$132 Million 0.21% of portfolio
2,780
Q2 2024 Reduced 4.04%
$388B
$127 Million 0.2% of portfolio
150
Q2 2024 Added 1.35%
$1.49B
$128 Million 0.2% of portfolio
2,050
Q2 2024 Added 4,900.0%
$382B
$123 Million 0.19% of portfolio
873
Q2 2024 Added 0.46%
$16.9B
$116 Million 0.18% of portfolio
1,965
Q2 2024 New
$84B
$102 Million 0.16% of portfolio
479
Q2 2024 Added 0.63%
$262B
$95.6 Million 0.15% of portfolio
172
Q4 2023 New
$19.6B
$93.9 Million 0.15% of portfolio
900
Q2 2024 Reduced 26.41%
$813B
$93.2 Million 0.15% of portfolio
536
Q2 2024 New
$558B
$91 Million 0.14% of portfolio
179
Q2 2024 Added 1.13%
$151B
$90.9 Million 0.14% of portfolio
413
Q2 2024 Added 0.73%
$430B
$88.8 Million 0.14% of portfolio
608
Q2 2024 Added 0.83%
$110B
$90.8 Million 0.14% of portfolio
468
Q2 2024 Added 1.3%
$299B
$85.4 Million 0.13% of portfolio
690
Q2 2024 Added 11.65%
$50.1B
$84 Million 0.13% of portfolio
527
Q2 2024 Added 0.76%
$174B
$77.7 Million 0.12% of portfolio
774
Q2 2024 Added 0.78%
$20.9B
$76.9 Million 0.12% of portfolio
346
Q1 2024 Reduced 2.26%
$182B
$60.6 Million 0.1% of portfolio
262
Q2 2024 Added 0.77%
$157B
$61.7 Million 0.1% of portfolio
872
Q4 2023 New
$57.7B
$66.7 Million 0.1% of portfolio
641
Q2 2024 Added 0.94%
$130B
$65.4 Million 0.1% of portfolio
121
Q2 2024 Added 505.0%
$296B
$62.1 Million 0.1% of portfolio
92
Q2 2024 Added 6.98%
$133B
$58.7 Million 0.09% of portfolio
275
Q2 2024 Added 1.1%
$136B
$55.6 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $63.6 Billion
  • Prior Value $63.8 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 182 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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