Wallace Advisory Group, LLC Incresed Positions in Q1 2025

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.2K
+ 197.56%
$91.45 - $91.75 $1.85M - $1.85M
30.4K $2.78B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10K
+ 152.39%
$100.59 - $103.47 $1.01M - $1.04M
16.6K $1.67B
LLY
Eli Lilly & CO

Healthcare
738
+ 203.31%
$725.72 - $929.72 $536K - $686K
1.1K $850M
AAPL
Apple Inc.

Technology
531
+ 3.03%
$209.68 - $247.1 $111K - $131K
18.1K $4.53B
SPYG
Spdr Portfolio

ETFs
4.21K
+ 46.93%
$80.05 - $92.39 $337K - $389K
13.2K $1.16B
NVDA
Nvidia Corp

Technology
1.69K
+ 17.17%
$106.98 - $149.43 $181K - $253K
11.5K $1.55B
VEA
Vanguard Ftse Developed Market

ETFs
6.79K
+ 173.21%
$47.4 - $52.99 $322K - $360K
10.7K $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 139.67%
$442.66 - $534.52 $299K - $361K
1.16K $526M
ASML
Asml Holding Nv

Technology
492
+ 175.09%
$662.63 - $776.99 $326K - $382K
773 $536M
ORCL
Oracle Corp

Technology
1.92K
+ 29.95%
$139.81 - $186.47 $269K - $358K
8.34K $1.39B
TSLA
Tesla, Inc.

Consumer Cyclical
229
+ 18.39%
$222.15 - $428.22 $50.9K - $98.1K
1.47K $595M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.91K
+ 64.33%
$96.27 - $116.36 $184K - $222K
4.88K $535M
AVGO
Broadcom Inc.

Technology
507
+ 27.7%
$167.43 - $244.7 $84.9K - $124K
2.34K $542M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 5.87%
$554.06 - $615.85 $158K - $176K
5.14K $3.03B
BA
Boeing CO

Industrials
853
+ 31.91%
$148.15 - $186.25 $126K - $159K
3.53K $624M
GDDY
Go Daddy Inc.

Technology
277
+ 12.99%
$172.13 - $214.35 $47.7K - $59.4K
2.41K $476M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.45K
+ 34.32%
$37.07 - $40.63 $165K - $181K
17.4K $669M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
616
+ 12.15%
$135.34 - $188.66 $83.4K - $116K
5.68K $959M
CAT
Caterpillar Inc

Industrials
394
+ 39.72%
$326.75 - $407.63 $129K - $161K
1.39K $503M
CNC
Centene Corp

Healthcare
2.77K
+ 60.93%
$55.93 - $65.89 $155K - $182K
7.31K $443M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.15K
+ 44.14%
$40.03 - $46.81 $86.2K - $101K
7.03K $316M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.88K
+ 41.92%
$11.66 - $14.98 $56.9K - $73.1K
16.5K $194M
MS
Morgan Stanley

Financial Services
27
+ 0.81%
$111.68 - $141.08 $3.02K - $3.81K
3.35K $422M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.59%
$551.42 - $612.93 $11.6K - $12.9K
3.59K $2.1B
SAP
Sap Se

Technology
102
+ 5.87%
$241.4 - $293.69 $24.6K - $30K
1.84K $453M
ZTS
Zoetis Inc.

Healthcare
1.19K
+ 26.87%
$156.48 - $175.67 $187K - $210K
5.64K $918M
AZO
Autozone Inc

Consumer Cyclical
13
+ 14.44%
$3193.96 - $3828.11 $41.5K - $49.8K
103 $330M
BMY
Bristol Myers Squibb CO

Healthcare
68
+ 0.85%
$53.9 - $63.11 $3.67K - $4.29K
8.03K $454M
WDAY
Workday, Inc.

Technology
2
+ 0.07%
$233.53 - $277.82 $467 - $556
3.01K $776M
MSFT
Microsoft Corp

Technology
244
+ 3.49%
$375.39 - $447.2 $91.6K - $109K
7.25K $3.05B
MSCI
Msci Inc.

Financial Services
17
+ 1.07%
$541.46 - $628.34 $9.2K - $10.7K
1.61K $967M
IWM
Ishares Russell 2000 ETF

ETFs
167
+ 14.6%
$198.1 - $229.79 $33.1K - $38.4K
1.31K $290M
SONY
Sony Group Corp

Technology
11.4K
+ 418.76%
$19.88 - $25.64 $227K - $293K
14.2K $300M
T
At&T Inc.

Communication Services
82
+ 0.22%
$21.56 - $28.28 $1.77K - $2.32K
38.2K $869M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.79K
+ 7.62%
$22.25 - $23.0 $39.8K - $41.2K
25.3K $581M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
470
+ 4.73%
$57.21 - $65.8 $26.9K - $30.9K
10.4K $648M
WST
West Pharmaceutical Services Inc

Healthcare
3
+ 0.32%
$199.11 - $347.87 $597 - $1.04K
934 $306M
MORN
Morningstar, Inc.

Financial Services
19
+ 1.79%
$282.49 - $334.73 $5.37K - $6.36K
1.08K $364M
VCIT
Vanguard Intermediate Term Cor

ETFs
499
+ 11.51%
$79.17 - $82.04 $39.5K - $40.9K
4.84K $388M
AME
Ametek Inc

Industrials
64
+ 4.67%
$170.39 - $190.43 $10.9K - $12.2K
1.44K $259M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 3.16%
$890.62 - $1076.86 $7.12K - $8.61K
261 $239M
CSX
Csx Corp

Industrials
1.11K
+ 10.3%
$29.11 - $33.67 $32.4K - $37.5K
11.9K $385M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28
+ 0.29%
$32.42 - $36.13 $908 - $1.01K
9.58K $331M
AMAT
Applied Materials Inc

Technology
457
+ 25.43%
$145.06 - $195.51 $66.3K - $89.3K
2.25K $367M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
83
+ 1.22%
$42.38 - $43.28 $3.52K - $3.59K
6.9K $294M
IBM
International Business Machines Corp

Technology
3
+ 0.08%
$217.4 - $264.74 $652 - $794
3.7K $812M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
318
+ 1.65%
$21.23 - $22.14 $6.75K - $7.04K
19.6K $421M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.29%
$128.74 - $138.67 $644 - $693
1.73K $229M
NSSC
Napco Security Technologies, Inc

Industrials
504
+ 7.05%
$23.02 - $37.2 $11.6K - $18.7K
7.65K $272M
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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