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
$130B
$19.2 Million 0.03% of portfolio
221
Q1 2025 Reduced 7.14%
$80.2B
$19.5 Million 0.03% of portfolio
133
Q1 2025 Added 0.76%
$5.13B
$15.1 Million 0.02% of portfolio
387
Q4 2023 New
$50.7B
$13.6 Million 0.02% of portfolio
121
Q1 2025 Added 384.0%
$0
$11.8 Million 0.02% of portfolio
557
Q1 2025 Added 2.39%
$4.56B
$14.8 Million 0.02% of portfolio
453
Q1 2025 Added 1.12%
$228B
$13.9 Million 0.02% of portfolio
190
Q1 2025 Reduced 9.52%
$83.6B
$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%
$32.9B
$12.1 Million 0.02% of portfolio
111
Q4 2023 New
$20.2B
$15.2 Million 0.02% of portfolio
139
Q4 2024 Added 0.72%
$0
$11 Million 0.02% of portfolio
112
Q4 2023 New
$78B
$12.2 Million 0.02% of portfolio
192
Q1 2025 New
$0
$14.3 Million 0.02% of portfolio
276
Q1 2025 Added 1.85%
$11.9B
$16.6 Million 0.02% of portfolio
179
Q1 2025 Added 1.13%
$10.4B
$11.4 Million 0.02% of portfolio
100
Q1 2025 Added 1.01%
$4.51B
$16 Million 0.02% of portfolio
746
Q1 2025 Added 1.08%
$3.29B
$11.2 Million 0.02% of portfolio
561
Q1 2025 Added 2.56%
$79.4B
$12.8 Million 0.02% of portfolio
70
Q3 2024 Reduced 12.5%
$0
$16.3 Million 0.02% of portfolio
360
Q4 2024 Added 1.41%
$44.1B
$11.8 Million 0.02% of portfolio
83
Q4 2023 New
South Bow
-
$12.5 Million 0.02% of portfolio
-
Q1 2025 Reduced 56.92%
$11.8B
$15.5 Million 0.02% of portfolio
305
Q1 2025 Added 1.67%
$105B
$13.9 Million 0.02% of portfolio
232
Q1 2025 Added 2.2%
$0
$13.7 Million 0.02% of portfolio
246
Q4 2024 Added 0.41%
$0
$5.89 Million 0.01% of portfolio
310
Q3 2024 Added 181.82%
$70.3B
$4.55 Million 0.01% of portfolio
296
Q3 2024 Added 0.34%
$204B
$7.4 Million 0.01% of portfolio
72
Q2 2024 Added 24.14%
$77B
$7.76 Million 0.01% of portfolio
47
Q4 2024 Reduced 47.78%
$9.47B
$8.94 Million 0.01% of portfolio
225
Q1 2024 New
$744M
$5.16 Million 0.01% of portfolio
319
Q1 2025 Added 0.63%
$0
$5.69 Million 0.01% of portfolio
229
Q1 2025 Added 2.23%
$32.3B
$3.82 Million 0.01% of portfolio
151
Q4 2024 Added 403.33%
$9.73B
$4.51 Million 0.01% of portfolio
59
Q1 2025 Added 1.72%
$25.5B
$4.91 Million 0.01% of portfolio
33
Q2 2024 Added 3.13%
$169B
$7.29 Million 0.01% of portfolio
100
Q2 2024 Reduced 52.38%
$5.74B
$9.33 Million 0.01% of portfolio
169
Q4 2024 Added 397.06%
$0
$4.72 Million 0.01% of portfolio
102
Q1 2025 Added 0.99%
Amentum Holdings
-
$5.37 Million 0.01% of portfolio
-
Q1 2025 Reduced 79.78%
$340M
$4.38 Million 0.01% of portfolio
500
Q4 2023 New
$553M
$4.31 Million 0.01% of portfolio
800
Q4 2024 New
$0
$9.39 Million 0.01% of portfolio
81
Q1 2024 Added 37.29%
$44.8B
$5.96 Million 0.01% of portfolio
57
Q4 2024 Added 1.79%
$199B
$8.32 Million 0.01% of portfolio
294
Q4 2024 Reduced 5.16%
$0
$9.33 Million 0.01% of portfolio
34
Q2 2024 Added 3.03%
$0
$7.29 Million 0.01% of portfolio
149
Q1 2025 Reduced 1.97%
$20.8B
$10 Million 0.01% of portfolio
1,400
Q1 2024 New
$0
$7.5 Million 0.01% of portfolio
318
Q1 2025 Added 0.63%
$49.2B
$3.46 Million 0.01% of portfolio
46
Q2 2024 Added 2.22%

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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