Wallace Advisory Group, LLC Purchases in Q3 2025

Wallace Advisory Group, LLC

  • $124 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
17.8K
+ 73.65%
$91.44 - $91.77 $1.62M - $1.63M
41.9K $3.84B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30.9K
+ 120.68%
$42.67 - $46.91 $1.32M - $1.45M
56.5K $2.42B
INDA
Ishares Msci India Index Fund

ETFs
11.7K
New
$51.98 - $55.84 $606K - $651K
11.7K $650M
IDXX
Idexx Laboratories Inc

Healthcare
1.2K
New
$514.61 - $682.78 $617K - $819K
1.2K $643M
Bank Montreal Que
22.4K
New
N/A
22.4K $558M
GLDM
World Gold Trust

ETFs
6.4K
+ 21.79%
$64.73 - $76.45 $414K - $489K
35.8K $2.34B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.67K
New
$59.11 - $67.35 $453K - $517K
7.67K $474M
META
Meta Platforms, Inc.

Communication Services
388
+ 79.84%
$695.21 - $791.73 $270K - $307K
874 $645M
FSS
Federal Signal Corp

Industrials
2.73K
New
$104.86 - $129.8 $287K - $355K
2.73K $291M
EME
Emcor Group, Inc.

Industrials
523
New
$530.88 - $655.83 $278K - $343K
523 $280M
THC
Tenet Healthcare Corp

Healthcare
1.06K
+ 64.77%
$148.38 - $203.04 $157K - $215K
2.69K $474M
Barrick Mng Corp
11.6K
New
N/A
11.6K $241M
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 1.14%
$617.65 - $666.84 $25.3K - $27.3K
3.63K $2.24B
VRNA
Verona Pharma PLC

Healthcare
2.38K
New
$90.08 - $106.69 $215K - $254K
2.38K $225M
Onestream Inc
7.92K
New
N/A
7.92K $224M
SPYG
Spdr Portfolio

ETFs
210
+ 1.59%
$94.33 - $105.31 $19.8K - $22.1K
13.4K $1.28B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.27K
New
$49.43 - $54.52 $211K - $233K
4.27K $211M
VEA
Vanguard Ftse Developed Market

ETFs
3.65K
New
$56.02 - $60.3 $204K - $220K
3.65K $208M
SNOW
Snowflake Inc.

Technology
907
New
$191.73 - $241.0 $174K - $219K
907 $203M
XLK
Technology Sector Spdr

ETFs
795
New
$250.97 - $282.66 $200K - $225K
795 $201M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.33K
New
$59.61 - $63.09 $199K - $210K
3.33K $200M
NOK
Nokia Corp

Technology
15.7K
New
$4.05 - $5.23 $63.4K - $81.9K
15.7K $81.1M
SBUX
Starbucks Corp

Consumer Cyclical
1.28K
+ 22.05%
$81.9 - $96.86 $105K - $124K
7.07K $648M
AZO
Autozone Inc

Consumer Cyclical
16
+ 16.16%
$3649.42 - $4354.54 $58.4K - $69.7K
115 $427M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
326
+ 2.89%
$52.12 - $55.33 $17K - $18K
11.6K $607M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
412
+ 5.74%
$42.26 - $47.16 $17.4K - $19.4K
7.59K $323M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28
+ 0.29%
$36.04 - $38.78 $1.01K - $1.09K
9.63K $345M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
364
+ 5.27%
$42.75 - $43.37 $15.6K - $15.8K
7.27K $314M
CRM
Salesforce, Inc.

Technology
3
+ 0.31%
$231.66 - $273.65 $695 - $821
975 $266M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.29%
$136.48 - $142.97 $682 - $715
1.74K $236M
FISV
Fiserv Inc

Technology
594
+ 24.03%
N/A
3.07K $529M
OGN
Organon & Co.

Healthcare
316
+ 2.7%
$8.4 - $10.85 $2.65K - $3.43K
12K $116M
Activity Summary
Buys All Purchases 33 New Holdings 15 Increased Positions 18 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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