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
LYG
Lloyds Banking Group PLC

Financial Services
-294
- 0.72%
$2.58 - $3.9 $759 - $1.15K
40.4K $110M
MET
Metlife Inc

Financial Services
-168
- 3.66%
$77.7 - $87.0 $13.1K - $14.6K
4.43K $362M
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.41%
$117.15 - $158.79 $4.69K - $6.35K
9.8K $1.18B
HGER
Harbor ETF Tr All Weather Infl
-347
- 2.19%
$22.23 - $24.05 $7.71K - $8.35K
15.5K $343M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-132
- 3.58%
$77.91 - $92.26 $10.3K - $12.2K
3.56K $309M
RELX
Relx PLC

Communication Services
-64
- 1.16%
$45.34 - $51.91 $2.9K - $3.32K
5.47K $249M
ADSK
Autodesk, Inc.

Technology
-166
- 9.33%
N/A
1.61K $477M
ABT
Abbott Laboratories

Healthcare
-35
- 0.39%
$111.1 - $140.22 $3.89K - $4.91K
9.02K $1.02B
AIG
American International Group, Inc.

Financial Services
-100
- 1.93%
$70.5 - $86.94 $7.05K - $8.69K
5.09K $371M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-109
- 2.97%
$77.33 - $90.16 $8.43K - $9.83K
3.56K $310M
BRO
Brown & Brown, Inc.

Financial Services
-10
- 0.32%
$100.54 - $124.4 $1.01K - $1.24K
3.14K $320M
HLLY
Holley Inc.

Consumer Cyclical
-550
- 4.57%
$2.4 - $3.18 $1.32K - $1.75K
11.5K $34.7M
INTU
Intuit Inc

Technology
-4
- 0.43%
$555.63 - $630.23 $2.22K - $2.52K
931 $585M
PCG
Pg&E Corp

Utilities
-220
- 0.8%
$15.16 - $20.4 $3.34K - $4.49K
27.1K $547M
TDY
Teledyne Technologies Inc

Technology
-25
- 3.25%
$455.51 - $518.84 $11.4K - $13K
745 $346M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-233
- 17.73%
$111.56 - $223.11 $26K - $52K
1.08K $220M
USB
Us Bancorp \De\

Financial Services
-335
- 2.49%
$40.92 - $50.9 $13.7K - $17.1K
13.1K $626M
NCNO
N Cino, Inc.

Technology
-138
- 1.59%
$27.36 - $34.81 $3.78K - $4.8K
8.53K $287M
FDS
Factset Research Systems Inc

Financial Services
-9
- 1.01%
$427.5 - $476.51 $3.85K - $4.29K
885 $425M
CW
Curtiss Wright Corp

Industrials
-7
- 1.11%
$304.82 - $384.07 $2.13K - $2.69K
626 $222M
GLW
Corning Inc

Technology
-173
- 1.84%
$44.91 - $54.25 $7.77K - $9.39K
9.25K $440M
SFBS
Servis First Bancshares, Inc.

Financial Services
-20
- 0.54%
$80.8 - $93.58 $1.62K - $1.87K
3.7K $314M
TJX
Tjx Companies Inc

Consumer Cyclical
-30
- 0.53%
$112.81 - $126.16 $3.38K - $3.78K
5.59K $676M
ABNB
Airbnb, Inc.

Consumer Cyclical
-69
- 1.15%
$119.38 - $161.42 $8.24K - $11.1K
5.94K $780M
FTI
Technip Fmc PLC

Energy
-234
- 1.84%
$25.3 - $32.57 $5.92K - $7.62K
12.5K $361M
TBK
Triumph Bancorp, Inc.

Financial Services
-5
- 0.18%
N/A
2.84K $258M
WFC
Wells Fargo & Company

Financial Services
-2.85K
- 16.81%
$66.78 - $81.42 $190K - $232K
14.1K $990M
APH
Amphenol Corp

Technology
-5
- 0.06%
$61.62 - $78.55 $308 - $393
7.95K $552M
LUV
Southwest Airlines CO

Industrials
-255
- 2.34%
$28.18 - $34.84 $7.19K - $8.88K
10.7K $359M
FISV
Fiserv Inc

Technology
-228
- 7.14%
N/A
2.96K $609M
GSHD
Goosehead Insurance, Inc.

Financial Services
-35
- 1.28%
$98.59 - $123.84 $3.45K - $4.33K
2.7K $289M
CPRT
Copart Inc

Consumer Cyclical
-106
- 1.0%
$52.3 - $59.83 $5.54K - $6.34K
10.5K $601M
BAC
Bank Of America Corp

Financial Services
-212
- 1.56%
$39.61 - $47.74 $8.4K - $10.1K
13.4K $589M
C
Citigroup Inc

Financial Services
-112
- 1.51%
$67.23 - $84.63 $7.53K - $9.48K
7.31K $514M
EPAM
Epam Systems, Inc.

Technology
-23
- 0.93%
N/A
2.45K $572M
PAYC
Paycom Software, Inc.

Technology
-7
- 0.32%
$199.42 - $225.82 $1.4K - $1.58K
2.2K $451M
JPM
Jpmorgan Chase & CO

Financial Services
-69
- 1.64%
$225.19 - $279.95 $15.5K - $19.3K
4.13K $989M
MA
Mastercard Inc

Financial Services
-23
- 0.62%
$504.67 - $576.31 $11.6K - $13.3K
3.68K $1.94B
GOOG
Alphabet Inc.

Communication Services
-16
- 0.19%
$156.06 - $207.71 $2.5K - $3.32K
8.34K $1.59B
V
Visa Inc.

Financial Services
-2
- 0.04%
$306.92 - $362.71 $614 - $725
5.29K $1.67B
GOOGL
Alphabet Inc.

Communication Services
-472
- 3.6%
$154.33 - $206.19 $72.8K - $97.3K
12.7K $2.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.78K
- 10.19%
$190.26 - $242.06 $528K - $672K
24.5K $5.37B
SHOP
Shopify Inc.

Technology
-16
- 0.12%
$90.59 - $129.31 $1.45K - $2.07K
13.3K $1.42B
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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