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Latest Wiser Advisor Group LLC Stock Portfolio

$82.72Million | No. of Holdings #224

Wiser Advisor Group LLC Performance

2026 Q1-3.22%
YTD-3.22%
2025+13.39%

About Wiser Advisor Group LLC and 13F Hedge Fund Stock Holdings

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Wiser Advisor Group LLC reported an equity portfolio of $82.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Wiser Advisor Group LLC are AAPL, VB, GOOG. The fund has invested 6.7% of it's portfolio in APPLE INC and 6% of portfolio in VANGUARD S&P. <br><br> The fund managers got completely rid off PROFESSIONALLY MANAGED, NOVO NORDISK (NVO) and ISHARES CORE (IJR) stocks. They significantly reduced their stock positions in FERRARI NV (RACE), ZOOM COMMUNICATIONS (ZM) and BANK AMERICA (BAC). Wiser Advisor Group LLC opened new stock positions in NUCOR CORP (NUE), ASTRAZENECA PLC and GENERAL DYNAMICS (GD). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), LUMENTUM HOLDINGS (LITE) and PEGASYSTEMS INC (PEGA).
Wiser Advisor Group LLC Equity Portfolio Value
Last Reported on: 22 Apr, 2026
$82.72Million
  as of Apr 22, 2026

Wiser Advisor Group LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Wiser Advisor Group LLC made a return of -3.22% in the last quarter. In trailing 12 months, it's portfolio return was 13.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nucor corp718,677
astrazeneca plc16,961
general dynamics11,326
boeing company10,150
vertiv holdings6,266
freeport mcmoran4,820
ishares s&p566
northern dynasty140
New stocks bought by Wiser Advisor Group LLC

Additions

Ticker% Inc.
blackstone inc8,312
lumentum holdings6,000
pegasystems inc580
first trust123
palantir technologies90.1
immunitybio inc50.00
global x38.3
schwab us23.54
Additions to existing portfolio by Wiser Advisor Group LLC

Reductions

Ticker% Reduced
ferrari nv-99.76
zoom communications-99.56
bank america-59.26
vanguard extended-55.56
schwab intermediate-39.86
nike inc-35.57
state street-29.77
ishares core-26.61
Wiser Advisor Group LLC reduced stake in above stock

Sold off

Ticker$ Sold
professionally managed-2,805,140
novo nordisk-386,790
ishares core-148,580
ebay inc-60,948
elevance health-81,805
astrazeneca plc-15,904
pinterest inc-3,884
uber technologies-8,171
Wiser Advisor Group LLC got rid off the above stocks

Sector Distribution

Wiser Advisor Group LLC has about 53.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
  • Consumer Defensive
  • Real Estate
Sector%
Others53.5
Technology11.6
Consumer Cyclical8.3
Communication Services7.7
Healthcare6.3
Financial Services4.2
Consumer Defensive4
Real Estate2.3

Market Cap. Distribution

Wiser Advisor Group LLC has about 45.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED53.5
MEGA-CAP38.2
LARGE-CAP7

Stocks belong to which Index?

About 44.7% of the stocks held by Wiser Advisor Group LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others54.4
S&P 50044.7
Top 5 Winners (%)%
IBRX
immunitybio inc
161.9 %
solstice advanced
56.9 %
XPO
xpo inc
43.1 %
CVX
chevron corp
35.3 %
LITE
lumentum holdings
31.8 %
Top 5 Winners ($)$
AGNG
global x
0.2 M
WMT
walmart inc
0.2 M
AGNG
global x
0.2 M
TSM
taiwan semiconductor
0.2 M
GRID
first trust
0.1 M
Top 5 Losers (%)%
DUOL
duolingo inc
-43.9 %
REAL
the realreal
-42.5 %
AMBC
octave specialty
-40.2 %
grail inc
-39.5 %
DASH
doordash inc
-33.7 %
Top 5 Losers ($)$
LLY
eli lilly
-0.7 M
MSFT
microsoft corp
-0.5 M
AAPL
apple inc
-0.4 M
GOOG
alphabet inc
-0.4 M
META
meta platforms
-0.3 M

Wiser Advisor Group LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Wiser Advisor Group LLC

Wiser Advisor Group LLC has 224 stocks in it's portfolio. About 41.8% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. AGNG was the most profitable stock for Wiser Advisor Group LLC last quarter.

$82.72MTotal Value
241Positions
22 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Wiser Advisor Group LLC, last reported on 22 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Jpmorgan

Ishares Jpmorgan

AAXJ
Wiser Advisor Group LLC's holding in Ishares Jpmorgan over time
0%34.00
$3.2K
0%
decreased 15 percentreduced
ACES
Alerian Mlp

Alerian Mlp

ACES
Wiser Advisor Group LLC's holding in Alerian Mlp over time
0.02%299
$15.7K
0.02%
increased 2.05 percentadded
ACSG
Xtrackers Usd

Xtrackers Usd

ACSG
Wiser Advisor Group LLC's holding in Xtrackers Usd over time
1.51%34,485
$1.25M
1.51%
decreased 1.12 percentreduced
ACWF
Ishares Msci

Ishares Msci

ACWF
Wiser Advisor Group LLC's holding in Ishares Msci over time
0.01%213
$8.5K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Core

Ishares Core

ACWF
Wiser Advisor Group LLC's holding in Ishares Core over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFK
Vaneck Vietnam

Vaneck Vietnam

AFK
Wiser Advisor Group LLC's holding in Vaneck Vietnam over time
0.24%11,651
$201.7K
0.24%
increased 2.47 percentadded
AFLG
First Trust

First Trust

AFLG
Wiser Advisor Group LLC's holding in First Trust over time
4.74%116,116
$3.92M
4.74%
increased 123.94 percentadded
AGGP
Nyli Ftse

Nyli Ftse

AGGP
Wiser Advisor Group LLC's holding in Nyli Ftse over time
3.47%85,561
$2.87M
3.47%
increased 1.44 percentadded
AGNG
Global X

Global X

AGNG
Wiser Advisor Group LLC's holding in Global X over time
2.5%86,175
$2.06M
2.5%
decreased 0.15 percentreduced
AGNG
Global X

Global X

AGNG
Wiser Advisor Group LLC's holding in Global X over time
2.35%36,009
$1.94M
2.35%
increased 38.3 percentadded
AGT
Ishares Esg

Ishares Esg

AGT
Wiser Advisor Group LLC's holding in Ishares Esg over time
0.01%64.00
$9.1K
0.01%
unchanged 0 percentunchanged
AIRR
First Trust

First Trust

AIRR
Wiser Advisor Group LLC's holding in First Trust over time
0.08%923
$63.0K
0.08%
increased 0.33 percentadded