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 Market Cap. of $10 Billions to $200 Billions
