Wiser Advisor Group »

Berkshire Hathaway shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 2 634440.00

More positions owned by Wiser Advisor Group

Vanguard S&p MF Closed and MF Open (VOO)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
Indexiq Iq MF Closed and MF Open (HFXI)
Amazon Common Stock (AMZN)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (XMHQ)
Alphabet Common Stock (GOOGL)
Meta Platforms Common Stock (META)
First Trust MF Closed and MF Open (FPE)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding Berkshire Hathaway

FMR
First Manhattan
CI Private Wealth
Vista Capital Partners
Gardner Russo & Gardner
Pflug Koory
HighTower Advisors
Davis Selected Advisers
Vanguard Group
Alexander Labrunerie & Co
Everett Harris & Co
Pnc Financial Services
Morgan Stanley
Hikari Tsushin
Markel Corporation

View all funds holding Berkshire Hathaway