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Latest Wiser Advisor Group LLC Stock Portfolio

Wiser Advisor Group LLC Performance:
2026 Q1: -3.22%YTD: -3.22%2025: 13.39%
Performance for 2026 Q1 is -3.22%, and YTD is -3.22%, and 2025 is 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.

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.

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 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.

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.

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.

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.

Last Reported on: 22 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions