Wallace Advisory Group, LLC Purchases and Sells in Q1 2025

Wallace Advisory Group, LLC

$144 Billion
Q1 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	20.2K + 197.56%	$91.45 - $91.75 $1.85M - $1.85M	30.4K $2.78B
STIP	10K + 152.39%	$100.59 - $103.47 $1.01M - $1.04M	16.6K $1.67B
LLY	738 + 203.31%	$725.72 - $929.72 $536K - $686K	1.1K $850M
AAPL	531 + 3.03%	$209.68 - $247.1 $111K - $131K	18.1K $4.53B
SPYG	4.21K + 46.93%	$80.05 - $92.39 $337K - $389K	13.2K $1.16B
NVDA	1.69K + 17.17%	$106.98 - $149.43 $181K - $253K	11.5K $1.55B

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	1.57K New	$507.05 - $563.67 $794K - $882K	1.57K $843M
VXUS	13.7K New	$58.01 - $64.46 $794K - $882K	13.7K $807M
USDU	17.6K New	$26.9 - $27.93 $474K - $492K	17.6K $487M
CSGP	5.08K New	$69.29 - $80.37 $352K - $408K	5.08K $363M
MELI	198 New	$1739.0 - $2260.0 $344K - $447K	198 $337M
SFM	2.36K New	$132.75 - $177.12 $313K - $418K	2.36K $300M

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	-29.7K - 49.08%	$52.19 - $61.89 $1.55M - $1.84M	30.8K $1.6B
QUAL	-7.32K - 65.09%	$168.16 - $186.21 $1.23M - $1.36M	3.93K $699M
XHLF	-24.6K - 85.95%	N/A	4.02K $202M
CI	-5 - 0.04%	$274.49 - $329.0 $1.37K - $1.65K	12.2K $3.36B
TIP	-5.53K - 34.53%	$106.22 - $111.09 $588K - $615K	10.5K $1.12B
INDA	-8.82K - 34.35%	$47.8 - $53.4 $422K - $471K	16.9K $887M

Activity Summary All Purchases 87 New Holdings 19 Increased Positions 68 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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