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
$260B
$20.8 Million 0.03% of portfolio
77
Q3 2024 Reduced 1.28%
$339B
$20.8 Million 0.03% of portfolio
99
Q1 2025 Added 1.02%
$13.4B
$19.3 Million 0.03% of portfolio
911
Q1 2025 Added 1.22%
$20.1B
$17.2 Million 0.03% of portfolio
116
Q1 2025 Added 1.75%
$19.8B
$23.2 Million 0.03% of portfolio
667
Q1 2025 Added 0.91%
$129B
$19.2 Million 0.03% of portfolio
221
Q1 2025 Reduced 7.14%
$87.3B
$19.5 Million 0.03% of portfolio
133
Q1 2025 Added 0.76%
$6.18B
$15.1 Million 0.02% of portfolio
387
Q4 2023 New
$51.8B
$13.6 Million 0.02% of portfolio
121
Q1 2025 Added 384.0%
$4.54B
$14.8 Million 0.02% of portfolio
453
Q1 2025 Added 1.12%
$222B
$13.9 Million 0.02% of portfolio
190
Q1 2025 Reduced 9.52%
$85.5B
$14.4 Million 0.02% of portfolio
221
Q2 2024 Reduced 29.17%
$39.7B
$14.9 Million 0.02% of portfolio
72
Q3 2024 Added 166.67%
$33.4B
$12.1 Million 0.02% of portfolio
111
Q4 2023 New
$21.3B
$15.2 Million 0.02% of portfolio
139
Q4 2024 Added 0.72%
$91B
$12.2 Million 0.02% of portfolio
192
Q1 2025 New
$11B
$11.4 Million 0.02% of portfolio
100
Q1 2025 Added 1.01%
$6.62B
$11.9 Million 0.02% of portfolio
100
Q4 2023 New
$4.41B
$16 Million 0.02% of portfolio
746
Q1 2025 Added 1.08%
$3.4B
$11.2 Million 0.02% of portfolio
561
Q1 2025 Added 2.56%
$86.9B
$12.8 Million 0.02% of portfolio
70
Q3 2024 Reduced 12.5%
$43B
$11.8 Million 0.02% of portfolio
83
Q4 2023 New
$12.4B
$15.5 Million 0.02% of portfolio
305
Q1 2025 Added 1.67%
$104B
$13.9 Million 0.02% of portfolio
232
Q1 2025 Added 2.2%
$73.9B
$4.55 Million 0.01% of portfolio
296
Q3 2024 Added 0.34%
$236B
$7.4 Million 0.01% of portfolio
72
Q2 2024 Added 24.14%
$72.9B
$7.76 Million 0.01% of portfolio
47
Q4 2024 Reduced 47.78%
$10.8B
$8.94 Million 0.01% of portfolio
225
Q1 2024 New
$757M
$5.16 Million 0.01% of portfolio
319
Q1 2025 Added 0.63%
$30.2B
$3.82 Million 0.01% of portfolio
151
Q4 2024 Added 403.33%
$10.6B
$4.51 Million 0.01% of portfolio
59
Q1 2025 Added 1.72%
$26.1B
$4.91 Million 0.01% of portfolio
33
Q2 2024 Added 3.13%
$186B
$7.29 Million 0.01% of portfolio
100
Q2 2024 Reduced 52.38%
$6.44B
$9.33 Million 0.01% of portfolio
169
Q4 2024 Added 397.06%
$340M
$4.38 Million 0.01% of portfolio
500
Q4 2023 New
$518M
$4.31 Million 0.01% of portfolio
800
Q4 2024 New
$48.3B
$5.96 Million 0.01% of portfolio
57
Q4 2024 Added 1.79%
$194B
$8.32 Million 0.01% of portfolio
294
Q4 2024 Reduced 5.16%
$18.6B
$10 Million 0.01% of portfolio
1,400
Q1 2024 New
$48.3B
$3.46 Million 0.01% of portfolio
46
Q2 2024 Added 2.22%
$64.1B
$9.46 Million 0.01% of portfolio
149
Q4 2024 Added 0.68%
$52.1B
$4.76 Million 0.01% of portfolio
72
Q1 2025 Reduced 26.53%
$40.9B
$4.94 Million 0.01% of portfolio
102
Q1 2025 Added 0.99%
$12.9B
$4 Million 0.01% of portfolio
45
Q2 2024 Added 2.27%
$71.4B
$7.86 Million 0.01% of portfolio
267
Q3 2024 Reduced 58.8%
$946M
$10 Million 0.01% of portfolio
766
Q3 2024 Reduced 42.32%
$60.9B
$10.1 Million 0.01% of portfolio
41
Q2 2024 Added 2.5%
$19.9B
$4.83 Million 0.01% of portfolio
138
Q1 2025 Reduced 32.35%
$11.5B
$8.39 Million 0.01% of portfolio
27
Q4 2023 New

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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