Wiser Advisor Group LLC Portfolio Holdings

Wiser Advisor Group LLC

  • $68.8 Billion
  • Q4 2024

Wiser Advisor Group LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $68.8 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.45B, Vanguard Index Fds S&P 500 ETF with a value of $5.16B, First Tr Exchange Traded Fd Ii with a value of $2.92B, Amazon Com Inc with a value of $2.76B, and Vanguard Growth ETF with a value of $2.4B.

Examining the 13F form we can see an increase of $1.75B in the current position value, from $67B to 68.8B.

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 $68.8 Billion
ETFs: $32.8 Billion
Technology: $10.5 Billion
Consumer Cyclical: $7.49 Billion
Communication Services: $4.97 Billion
Financial Services: $3.67 Billion
Healthcare: $3 Billion
Consumer Defensive: $2.39 Billion
Real Estate: $2.14 Billion
Other: $1.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$6.45 Billion 9.38% of portfolio
25,748
Q4 2024 Added 0.41%
$2.37T
$2.76 Billion 4.02% of portfolio
12,592
Q4 2024 Added 1.76%
$1.1T
$2.4 Billion 3.49% of portfolio
12,662
Q4 2024 Added 5.37%
$822B
$1.94 Billion 2.82% of portfolio
2,512
Q4 2024 Added 56.12%
$1.62T
$1.91 Billion 2.77% of portfolio
3,257
Q4 2024 Added 3.92%
$807B
$1.71 Billion 2.48% of portfolio
7,122
Q4 2024 Added 4.23%
$3.07T
$1.67 Billion 2.42% of portfolio
3,953
Q4 2024 Added 2.94%
$426B
$1.39 Billion 2.03% of portfolio
3,583
Q4 2024 Added 1.36%
$426B
$1.36 Billion 1.98% of portfolio
2
Q4 2023 New
$228B
$1.27 Billion 1.84% of portfolio
4,374
Q4 2024 Added 2.22%
$278B
$1.2 Billion 1.74% of portfolio
13,257
Q4 2024 Reduced 0.47%
$112B
$1.14 Billion 1.66% of portfolio
10,772
Q4 2024 Added 0.31%
$292B
$865 Million 1.26% of portfolio
13,889
Q4 2024 Added 2.79%
$331B
$838 Million 1.22% of portfolio
6,241
Q4 2024 Added 7.2%
$86.8B
$554 Million 0.81% of portfolio
1,303
Q4 2024 Added 15.51%
$1.04T
$489 Million 0.71% of portfolio
1,211
Q4 2024 Reduced 1.86%
$47.8B
$379 Million 0.55% of portfolio
8,142
Q4 2024 Added 1.81%
$65.5B
$313 Million 0.46% of portfolio
1,359
Q4 2024 Added 6.67%
$1.08T
$304 Million 0.44% of portfolio
1,539
Q4 2024 Added 15.89%
$19.9B
$216 Million 0.31% of portfolio
4,476
Q4 2024 Reduced 0.73%
$230B
$213 Million 0.31% of portfolio
1,880
Q4 2024 Reduced 1.78%
$89.8B
$194 Million 0.28% of portfolio
1,796
Q4 2024 Reduced 5.97%
$170B
$193 Million 0.28% of portfolio
4,836
Q4 2024 Reduced 14.62%
$199B
$186 Million 0.27% of portfolio
1,670
Q4 2024 Reduced 35.89%
$573B
$185 Million 0.27% of portfolio
587
Q4 2024 Added 0.17%
$1.14T
$153 Million 0.22% of portfolio
803
Q4 2024 Added 0.12%
$256B
$153 Million 0.22% of portfolio
2,582
Q4 2024 Added 0.55%
$95.2B
$144 Million 0.21% of portfolio
619
Q4 2024 Added 0.16%
$478B
$146 Million 0.21% of portfolio
877
Q4 2024 Added 0.23%
$468B
$137 Million 0.2% of portfolio
150
Q2 2024 Added 1.35%
$143B
$128 Million 0.19% of portfolio
4,838
Q4 2024 Added 1.09%
$1.56B
$124 Million 0.18% of portfolio
2,050
Q2 2024 Added 4,900.0%
$214B
$120 Million 0.17% of portfolio
230
Q3 2024 Reduced 53.54%
$160B
$103 Million 0.15% of portfolio
416
Q4 2024 Added 0.48%
$51.2B
$103 Million 0.15% of portfolio
532
Q4 2024 Added 0.57%
$93.1B
$97.2 Million 0.14% of portfolio
482
Q4 2024 Added 0.42%
$499B
$91.1 Million 0.13% of portfolio
180
Q4 2024 Added 0.56%
$190B
$90.5 Million 0.13% of portfolio
782
Q4 2024 Added 0.51%
$408B
$88.9 Million 0.13% of portfolio
615
Q4 2024 Added 0.65%
$90.1B
$87 Million 0.13% of portfolio
474
Q4 2024 Added 0.64%
$93.9B
$84.5 Million 0.12% of portfolio
229
Q4 2024 Added 89.26%
$449B
$84.7 Million 0.12% of portfolio
95
Q4 2024 Added 3.26%
$37.8B
$83.4 Million 0.12% of portfolio
336
Q3 2024 Reduced 2.89%
$66.4B
$82.3 Million 0.12% of portfolio
653
Q4 2024 Added 1.4%
$231B
$78 Million 0.11% of portfolio
263
Q4 2024 Added 0.38%
$213B
$76.5 Million 0.11% of portfolio
172
Q4 2023 New
$526M
$68.1 Million 0.1% of portfolio
1,812
Q4 2024 Added 100.22%
$219B
$69.5 Million 0.1% of portfolio
699
Q4 2024 Added 0.72%
$15.8B
$66.8 Million 0.1% of portfolio
500
Q4 2024 Reduced 7.06%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $68.8 Billion
  • Prior Value $67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 136 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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