Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $67.7 Billion
  • Q1 2025

Wiser Advisor Group LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $67.7 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.65B, Vanguard Index Fds S&P 500 ETF with a value of $4.79B, Eli Lilly & CO with a value of $3.49B, Amazon Com Inc with a value of $2.49B, and Indexiq Iq 50 Percent Hedged F with a value of $2.27B.

Examining the 13F form we can see an decrease of $1.02B in the current position value, from $68.8B to 67.7B.

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 $67.7 Billion
ETFs: $31.1 Billion
Technology: $9.62 Billion
Consumer Cyclical: $7.28 Billion
Communication Services: $4.86 Billion
Healthcare: $4.59 Billion
Financial Services: $4.03 Billion
Consumer Defensive: $2.56 Billion
Real Estate: $2.19 Billion
Other: $1.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$5.65 Billion 8.34% of portfolio
25,420
Q1 2025 Reduced 1.27%
$760B
$3.49 Billion 5.15% of portfolio
4,222
Q1 2025 Added 68.07%
$2.3T
$2.49 Billion 3.68% of portfolio
13,091
Q1 2025 Added 3.96%
$1.07T
$2.21 Billion 3.27% of portfolio
14,311
Q1 2025 Added 13.02%
$1.62T
$1.99 Billion 2.95% of portfolio
3,461
Q1 2025 Added 6.26%
$847B
$1.81 Billion 2.67% of portfolio
7,384
Q1 2025 Added 3.68%
$427B
$1.6 Billion 2.36% of portfolio
2
Q4 2023 New
$3.75T
$1.54 Billion 2.28% of portfolio
4,113
Q1 2025 Added 4.05%
$379B
$1.41 Billion 2.09% of portfolio
3,860
Q1 2025 Added 7.73%
$222B
$1.28 Billion 1.9% of portfolio
4,110
Q1 2025 Reduced 6.04%
$260B
$1.19 Billion 1.76% of portfolio
13,606
Q1 2025 Added 2.63%
$101B
$1.14 Billion 1.68% of portfolio
10,200
Q1 2025 Reduced 5.31%
$300B
$1.03 Billion 1.52% of portfolio
14,352
Q1 2025 Added 3.33%
$409B
$816 Million 1.2% of portfolio
7,528
Q1 2025 Added 20.62%
$89.2B
$739 Million 1.09% of portfolio
1,726
Q1 2025 Added 32.46%
$87.2B
$509 Million 0.75% of portfolio
2,477
Q1 2025 Added 82.27%
$1.19T
$409 Million 0.6% of portfolio
2,464
Q1 2025 Added 60.1%
$49B
$343 Million 0.51% of portfolio
7,256
Q1 2025 Reduced 10.88%
$219B
$324 Million 0.48% of portfolio
3,280
Q1 2025 Added 96.41%
$1T
$321 Million 0.47% of portfolio
1,237
Q1 2025 Added 2.15%
$231B
$247 Million 0.36% of portfolio
1,860
Q1 2025 Reduced 1.06%
$573B
$206 Million 0.3% of portfolio
588
Q1 2025 Added 0.17%
$278B
$160 Million 0.24% of portfolio
2,596
Q1 2025 Added 0.54%
$142B
$161 Million 0.24% of portfolio
6,360
Q1 2025 Added 31.46%
$434B
$155 Million 0.23% of portfolio
164
Q1 2025 Added 9.33%
$1.11T
$126 Million 0.19% of portfolio
803
Q4 2024 Added 0.12%
$112B
$124 Million 0.18% of portfolio
738
Q1 2025 Added 19.22%
$618B
$123 Million 0.18% of portfolio
879
Q1 2025 Added 0.23%
$94.1B
$112 Million 0.17% of portfolio
484
Q1 2025 Added 0.41%
$167B
$114 Million 0.17% of portfolio
230
Q3 2024 Reduced 53.54%
$53B
$111 Million 0.16% of portfolio
534
Q1 2025 Added 0.38%
$83.5B
$100 Million 0.15% of portfolio
230
Q1 2025 Added 0.44%
$1.52B
$103 Million 0.15% of portfolio
2,050
Q2 2024 Added 4,900.0%
$103B
$104 Million 0.15% of portfolio
478
Q1 2025 Added 0.84%
$410B
$103 Million 0.15% of portfolio
618
Q1 2025 Added 0.49%
$73.2B
$100 Million 0.15% of portfolio
656
Q1 2025 Added 0.46%
$90.8B
$91.8 Million 0.14% of portfolio
753
Q1 2025 Reduced 58.07%
$219B
$97.2 Million 0.14% of portfolio
734
Q1 2025 Reduced 6.14%
$138B
$97.5 Million 0.14% of portfolio
418
Q1 2025 Added 0.48%
$281B
$94.8 Million 0.14% of portfolio
181
Q1 2025 Added 0.56%
$562B
$88.6 Million 0.13% of portfolio
95
Q4 2024 Added 3.26%
$240B
$70.9 Million 0.1% of portfolio
264
Q1 2025 Added 0.38%
$171B
$66 Million 0.1% of portfolio
172
Q4 2023 New
$160B
$59.1 Million 0.09% of portfolio
279
Q1 2025 Added 0.36%
$148B
$61.2 Million 0.09% of portfolio
164
Q2 2024 Added 1.23%
$147B
$61.8 Million 0.09% of portfolio
872
Q4 2023 New
$28.2B
$61.7 Million 0.09% of portfolio
288
Q1 2025 Added 1.05%
$13.1B
$58.4 Million 0.09% of portfolio
1,292
Q1 2025 Added 1.02%
$212B
$63.2 Million 0.09% of portfolio
704
Q1 2025 Added 0.72%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $67.7 Billion
  • Prior Value $68.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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