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.
Stock Holdings Table Market Cap. of Under $50 Millions
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