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
$5.85B
$62,000 0.0% of portfolio
1
Q4 2024 New
$845M
$1.77 Million 0.0% of portfolio
50
Q1 2025 New
$117B
$189,000 0.0% of portfolio
2
Q3 2024 Reduced 33.33%
$70.8B
$354,000 0.0% of portfolio
2
Q4 2024 New
$144B
$1.18 Million 0.0% of portfolio
19
Q1 2025 Reduced 92.8%
$27B
$600,000 0.0% of portfolio
27
Q1 2025 Reduced 56.45%
$155B
$1.56 Million 0.0% of portfolio
42
Q4 2024 New
$15.1B
$421,000 0.0% of portfolio
4
Q1 2025 Reduced 50.0%
$10.1B
$3.14 Million 0.0% of portfolio
33
Q4 2023 New
$8.23B
$904,000 0.0% of portfolio
13
Q1 2025 New
$26.5B
$176,000 0.0% of portfolio
9
Q3 2024 Reduced 91.74%
$88.9B
$73,000 0.0% of portfolio
1
Q4 2024 Reduced 99.87%
$106B
$1.16 Million 0.0% of portfolio
10
Q1 2025 New
$307B
$1.37 Million 0.0% of portfolio
10
Q1 2025 Reduced 56.52%
$124B
$908,000 0.0% of portfolio
19
Q1 2025 Reduced 51.28%
$0
$2.44 Million 0.0% of portfolio
20
Q1 2025 New
$103B
$66,000 0.0% of portfolio
1
Q3 2024 Reduced 50.0%
$26.4B
$1.14 Million 0.0% of portfolio
2
Q1 2025 New
$72.2M
$1.02 Million 0.0% of portfolio
200
Q1 2025 New
$0
$3.13 Million 0.0% of portfolio
18
Q4 2024 Reduced 21.74%
$0
$1.1 Million 0.0% of portfolio
34
Q4 2023 New
$7.17B
$1.48 Million 0.0% of portfolio
140
Q4 2023 New
$4.48B
$2.3 Million 0.0% of portfolio
50
Q1 2025 New
$2.55B
$2.55 Million 0.0% of portfolio
40
Q1 2025 New

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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