Wiser Advisor Group LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 14, 2024
Value $: $63.6M
Signature - Title: Katie Smith - COMPLIANCE CONSULTANT
Location: Phoenix, AZ
Summary: This page shows a list of all the recent 13F filings made by Wiser Advisor Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wiser Advisor Group LLC reported 303 stock holdings with total value $63.6M as of Q2 2024. Top holdings included AAPL, VOO, FMB, BND, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	303	$63.6M	+$2.28M	-$3.05M	-$763K	AAPL, VOO, FMB, BND, AMZN	13F-HR	8/14/2024, 05:23 PM
Q1 2024	306	$63.8M	+$3.27M	-$2.42M	+$848K	VOO, AAPL, FMB, BND, VB	13F-HR	5/15/2024, 07:15 PM
Q4 2023	303	$60.1M	$0	$0		AAPL, VOO, FMB, BND, VB	13F-HR	2/12/2024, 07:16 PM