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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.32 Billion 7.94% of portfolio
10,083
Q3 2024 Reduced 3.73%
$0
$3.01 Billion 4.49% of portfolio
57,916
Q3 2024 Reduced 0.53%
$0
$2.46 Billion 3.67% of portfolio
32,732
Q3 2024 Reduced 2.93%
$0
$2.28 Billion 3.41% of portfolio
82,576
Q3 2024 Reduced 2.34%
$0
$2.26 Billion 3.37% of portfolio
9,530
Q3 2024 Reduced 4.36%
$0
$2.24 Billion 3.34% of portfolio
5,836
Q3 2024 Added 0.1%
$0
$2.11 Billion 3.15% of portfolio
12,097
Q3 2024 Reduced 1.43%
$0
$2 Billion 2.99% of portfolio
19,520
Q3 2024 Reduced 1.26%
$0
$1.53 Billion 2.28% of portfolio
22,511
Q3 2024 Added 1.28%
$0
$1.31 Billion 1.96% of portfolio
72,541
Q3 2024 Added 0.16%
$0
$1.2 Billion 1.79% of portfolio
32,508
Q3 2024 Reduced 8.55%
$0
$1.08 Billion 1.61% of portfolio
20,965
Q3 2024 Added 0.49%
$0
$672 Million 1.0% of portfolio
6,896
Q3 2024 Added 0.67%
$0
$608 Million 0.91% of portfolio
12,669
Q3 2024 Added 3.03%
$0
$527 Million 0.79% of portfolio
6,297
Q3 2024 Reduced 3.49%
$0
$519 Million 0.77% of portfolio
21,475
Q3 2024 Reduced 2.07%
$0
$419 Million 0.63% of portfolio
3,581
Q3 2024 Added 0.42%
$0
$404 Million 0.6% of portfolio
700
Q3 2024 Reduced 5.15%
$0
$381 Million 0.57% of portfolio
7,174
Q3 2024 Added 1.03%
$0
$361 Million 0.54% of portfolio
29,252
Q3 2024 Reduced 7.39%
$0
$265 Million 0.4% of portfolio
543
Q2 2024 Reduced 9.5%
$0
$206 Million 0.31% of portfolio
4,466
Q3 2024 Reduced 0.02%
$0
$199 Million 0.3% of portfolio
5,298
Q3 2024 Reduced 10.66%
$0
$196 Million 0.29% of portfolio
992
Q3 2024 Added 0.51%
$0
$160 Million 0.24% of portfolio
2,802
Q3 2024 Reduced 16.85%
$0
$156 Million 0.23% of portfolio
1,414
Q3 2024 Reduced 38.92%
$0
$128 Million 0.19% of portfolio
5,207
Q3 2024 Added 0.95%
$0
$106 Million 0.16% of portfolio
2,014
Q3 2024 Added 0.15%
$0
$91.2 Million 0.14% of portfolio
1,714
Q3 2024 Added 0.12%
$0
$81.4 Million 0.12% of portfolio
1,365
Q3 2024 Reduced 64.96%
$0
$53.6 Million 0.08% of portfolio
905
Q3 2024 Added 0.33%
$0
$38.3 Million 0.06% of portfolio
592
Q3 2024 Reduced 6.77%
$0
$36.6 Million 0.05% of portfolio
139
Q4 2023 New
$0
$36.8 Million 0.05% of portfolio
2,880
Q3 2024 Added 14.15%
$0
$26 Million 0.04% of portfolio
391
Q3 2024 Added 0.51%
$0
$29.7 Million 0.04% of portfolio
476
Q2 2024 Reduced 32.48%
$0
$28 Million 0.04% of portfolio
276
Q3 2024 Added 0.73%
$0
$19.3 Million 0.03% of portfolio
46
Q2 2024 Added 187.5%
$0
$17 Million 0.03% of portfolio
355
Q2 2024 Added 38.67%
$0
$10.9 Million 0.02% of portfolio
112
Q4 2023 New
$0
$12.5 Million 0.02% of portfolio
266
Q3 2024 Added 1.92%
$0
$12.2 Million 0.02% of portfolio
532
Q3 2024 Added 2.11%
$0
$13.8 Million 0.02% of portfolio
245
Q3 2024 Added 43.27%
$0
$6.18 Million 0.01% of portfolio
310
Q3 2024 Added 181.82%
$0
$9.7 Million 0.01% of portfolio
81
Q1 2024 Added 37.29%
$0
$5.92 Million 0.01% of portfolio
63
Q3 2024 Reduced 57.14%
$0
$8.05 Million 0.01% of portfolio
171
Q3 2024 Added 0.59%
$0
$7.53 Million 0.01% of portfolio
150
Q2 2024 Added 37.61%
$0
$9.52 Million 0.01% of portfolio
34
Q2 2024 Added 3.03%

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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