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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$309M
$50 Million 0.07% of portfolio
1,812
Q4 2024 Added 100.22%
$79.5B
$42 Million 0.06% of portfolio
190
Q4 2023 New
$162B
$40.2 Million 0.06% of portfolio
513
Q1 2025 Added 0.2%
$15.3B
$43.7 Million 0.06% of portfolio
339
Q1 2025 Added 0.59%
Jacobs Solutions
-
$41.8 Million 0.06% of portfolio
-
Q1 2025 Reduced 58.91%
$10.2B
$38.4 Million 0.06% of portfolio
1,897
Q1 2025 Added 1.5%
$29.8B
$41.3 Million 0.06% of portfolio
860
Q1 2025 Added 1.06%
$14.1B
$41.6 Million 0.06% of portfolio
387
Q4 2023 New
$51.8B
$42.2 Million 0.06% of portfolio
788
Q1 2025 Added 1.81%
$0
$35.7 Million 0.05% of portfolio
139
Q4 2023 New
$42.9B
$30.9 Million 0.05% of portfolio
296
Q1 2025 Added 1.37%
$151B
$34.5 Million 0.05% of portfolio
485
Q1 2025 Added 0.62%
$50.6B
$36.7 Million 0.05% of portfolio
256
Q1 2025 Added 6.22%
$73.7B
$34.5 Million 0.05% of portfolio
313
Q1 2025 Added 1.29%
$648B
$30.9 Million 0.05% of portfolio
58
Q2 2024 Added 314.29%
$6.67B
$31.4 Million 0.05% of portfolio
801
Q1 2025 Added 1.01%
$24.5B
$33.8 Million 0.05% of portfolio
337
Q4 2023 New
$469B
$36.6 Million 0.05% of portfolio
308
Q1 2025 Added 0.98%
$40.4B
$31.9 Million 0.05% of portfolio
203
Q1 2025 Added 0.5%
$11.2B
$32.7 Million 0.05% of portfolio
2,299
Q1 2025 Added 1.68%
$9.67B
$28.5 Million 0.04% of portfolio
667
Q1 2025 Added 1.21%
$25.7B
$29.6 Million 0.04% of portfolio
428
Q3 2024 Reduced 2.28%
$4.16B
$24.2 Million 0.04% of portfolio
738
Q1 2025 Added 1.37%
$0
$25.4 Million 0.04% of portfolio
1,179
Q1 2025 Added 0.26%
$0
$28.4 Million 0.04% of portfolio
487
Q1 2025 Added 2.1%
$242B
$25.6 Million 0.04% of portfolio
350
Q1 2025 Reduced 5.66%
$25.1B
$26.1 Million 0.04% of portfolio
379
Q1 2025 Added 0.8%
$4.4B
$27.7 Million 0.04% of portfolio
438
Q1 2025 Added 0.69%
$56B
$27.9 Million 0.04% of portfolio
44
Q4 2023 New
$356B
$23.9 Million 0.04% of portfolio
572
Q2 2024 Reduced 10.2%
$99.4B
$30.4 Million 0.04% of portfolio
310
Q1 2025 Added 0.65%
$11.5B
$27.5 Million 0.04% of portfolio
412
Q1 2025 Added 0.73%
$0
$27.9 Million 0.04% of portfolio
282
Q1 2025 Added 0.71%
$0
$28 Million 0.04% of portfolio
536
Q1 2025 Reduced 45.91%
$6.81B
$21.3 Million 0.03% of portfolio
801
Q1 2025 Added 1.01%
$18.5B
$21.1 Million 0.03% of portfolio
257
Q1 2025 Added 0.78%
$0
$19.6 Million 0.03% of portfolio
35
Q4 2024 New
$381B
$23.1 Million 0.03% of portfolio
136
Q1 2025 Added 0.74%
$62.5B
$21.6 Million 0.03% of portfolio
269
Q1 2025 Added 0.37%
$13.5B
$23.1 Million 0.03% of portfolio
781
Q3 2024 Reduced 39.03%
$12.3B
$23.1 Million 0.03% of portfolio
219
Q2 2024 Added 0.92%
$7.44B
$19.7 Million 0.03% of portfolio
462
Q4 2023 New
$264B
$20.8 Million 0.03% of portfolio
77
Q3 2024 Reduced 1.28%
Linde PLC
-
$20.3 Million 0.03% of portfolio
-
Q1 2025 Reduced 8.33%
Healthcare Realty
-
$22.4 Million 0.03% of portfolio
-
Q1 2025 Added 1.92%
$337B
$20.8 Million 0.03% of portfolio
99
Q1 2025 Added 1.02%
$13B
$19.3 Million 0.03% of portfolio
911
Q1 2025 Added 1.22%
$19.9B
$17.2 Million 0.03% of portfolio
116
Q1 2025 Added 1.75%
$20.4B
$23.2 Million 0.03% of portfolio
667
Q1 2025 Added 0.91%

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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