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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

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

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Quarterly reported holdings in Berkshire Hathaway by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 2 612241.00
2024-03-31 $1.3M 2 634440.00

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

View all positions for Wiser Advisor Group

Top funds holding Berkshire Hathaway

International Assets Investment Management
First Manhattan
CI Private Wealth
Vista Capital Partners
Vanguard Group
English Capital Management
Gardner Russo & Gardner
HighTower Advisors
Davis Selected Advisers
CPA Asset Management
Everett Harris & Co
Pnc Financial Services
Morgan Stanley
Hikari Tsushin
Markel Corporation

View all funds holding Berkshire Hathaway