Wallace Advisory Group, LLC Sells in Q1 2025

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
-29.7K
- 49.08%
$52.19 - $61.89 $1.55M - $1.84M
30.8K $1.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.32K
- 65.09%
$168.16 - $186.21 $1.23M - $1.36M
3.93K $699M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-24.6K
- 85.95%
N/A
4.02K $202M
CI
Cigna Corp

Healthcare
-5
- 0.04%
$274.49 - $329.0 $1.37K - $1.65K
12.2K $3.36B
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.53K
- 34.53%
$106.22 - $111.09 $588K - $615K
10.5K $1.12B
INDA
Ishares Msci India Index Fund

ETFs
-8.82K
- 34.35%
$47.8 - $53.4 $422K - $471K
16.9K $887M
UNH
Unitedhealth Group Inc

Healthcare
-507
- 18.38%
$461.52 - $548.18 $234K - $278K
2.25K $1.14B
NVO
Novo Nordisk A S

Healthcare
-887
- 7.62%
$69.3 - $90.95 $61.5K - $80.7K
10.8K $925M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-42
- 1.43%
$497.6 - $606.74 $20.9K - $25.5K
2.9K $1.51B
SHW
Sherwin Williams CO

Basic Materials
-227
- 4.54%
$330.16 - $365.55 $74.9K - $83K
4.77K $1.62B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-3.73K
- 44.95%
$60.74 - $73.87 $227K - $276K
4.57K $293M
ADBE
Adobe Inc.

Technology
-1
- 0.03%
$377.84 - $464.11 $378 - $464
3.29K $1.46B
IT
Gartner Inc

Technology
-302
- 30.69%
$418.25 - $548.38 $126K - $166K
682 $330M
POOL
Pool Corp

Industrials
-328
- 23.25%
$314.92 - $364.31 $103K - $119K
1.08K $369M
AMT
American Tower Corp

Real Estate
-3
- 0.11%
$173.46 - $217.6 $520 - $653
2.75K $504M
FE
Firstenergy Corp

Utilities
-2.01K
- 16.54%
$37.95 - $43.5 $76.2K - $87.3K
10.1K $403M
JNJ
Johnson & Johnson

Healthcare
-117
- 1.79%
$142.06 - $167.7 $16.6K - $19.6K
6.43K $930M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.28K
- 27.33%
$25.54 - $27.64 $83.7K - $90.6K
8.72K $228M
CVX
Chevron Corp

Energy
-56
- 0.13%
$146.71 - $167.97 $8.22K - $9.41K
44.5K $6.44B
VIG
Vanguard Dividend Appreciation

ETFs
-482
- 6.42%
N/A
7.03K $1.38B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.63K
- 12.81%
$49.78 - $53.19 $81.3K - $86.9K
11.1K $569M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-874
- 11.81%
$80.73 - $94.96 $70.6K - $83K
6.53K $590M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-232
- 18.99%
$468.34 - $539.52 $109K - $125K
990 $506M
GOLD
Barrick Gold Corp

Basic Materials
-41
- 0.21%
$15.45 - $19.56 $633 - $802
19.9K $309M
NOW
Service Now, Inc.

Technology
-325
- 20.02%
$783.83 - $1170.39 $255K - $380K
1.3K $1.38B
QCOM
Qualcomm Inc

Technology
-253
- 11.37%
$151.94 - $175.86 $38.4K - $44.5K
1.97K $303M
HD
Home Depot, Inc.

Consumer Cyclical
-132
- 9.32%
$347.25 - $424.87 $45.8K - $56.1K
1.29K $500M
KO
Coca Cola CO

Consumer Defensive
-18
- 0.24%
$60.81 - $72.32 $1.09K - $1.3K
7.5K $467M
ACN
Accenture PLC

Technology
-190
- 7.47%
$300.91 - $398.25 $57.2K - $75.7K
2.35K $828M
UPS
United Parcel Service Inc

Industrials
-207
- 5.11%
$109.66 - $136.26 $22.7K - $28.2K
3.84K $485M
ABBV
Abb Vie Inc.

Healthcare
-44
- 1.53%
$169.2 - $216.66 $7.44K - $9.53K
2.82K $502M
AZPN
Aspen Technology, Inc.

Technology
-298
- 24.35%
$249.06 - $274.8 $74.2K - $81.9K
926 $231M
CSCO
Cisco Systems, Inc.

Technology
-3.33K
- 14.49%
$58.74 - $64.87 $196K - $216K
19.7K $1.16B
ZBRA
Zebra Technologies Corp

Technology
-177
- 21.12%
$271.72 - $421.11 $48.1K - $74.5K
661 $255M
MPC
Marathon Petroleum Corp

Energy
-23
- 1.04%
$134.72 - $159.03 $3.1K - $3.66K
2.18K $305M
CTAS
Cintas Corp

Industrials
-55
- 3.32%
$182.09 - $208.14 $10K - $11.4K
1.6K $293M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-602
- 2.0%
$50.39 - $50.66 $30.3K - $30.5K
29.5K $1.49B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.93K
- 10.3%
$9.49 - $14.83 $18.3K - $28.7K
16.8K $164M
Global X Fds
-1.14K
- 5.22%
N/A
20.7K $774M
VVV
Valvoline Inc

Energy
-82
- 1.36%
$34.44 - $40.19 $2.82K - $3.3K
5.94K $215M
WMB
Williams Companies, Inc.

Energy
-2.04K
- 22.97%
$54.02 - $61.09 $110K - $125K
6.86K $371M
RTX
Raytheon Technologies Corp

Industrials
-23
- 0.39%
$114.1 - $135.66 $2.62K - $3.12K
5.85K $677M
AAON
Aaon, Inc.

Industrials
-539
- 15.5%
$73.52 - $136.95 $39.6K - $73.8K
2.94K $346M
SPGI
S&P Global Inc.

Financial Services
-17
- 1.55%
$478.26 - $543.77 $8.13K - $9.24K
1.08K $537M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-178
- 2.47%
$30.35 - $33.16 $5.4K - $5.9K
7.02K $217M
SPSC
Sps Commerce Inc

Technology
-27
- 1.32%
$123.05 - $197.4 $3.32K - $5.33K
2.03K $373M
CASY
Caseys General Stores Inc

Consumer Cyclical
-88
- 14.62%
$378.71 - $442.54 $33.3K - $38.9K
514 $204M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-150
- 1.45%
$8.25 - $14.77 $1.24K - $2.22K
10.2K $83.6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-26
- 17.81%
$4295.4 - $5141.88 $112K - $134K
120 $596M
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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