Wallace Advisory Group, LLC Portfolio Holdings
Wallace Advisory Group, LLC
- $144 Billion
- Q1 2025
Wallace Advisory Group, LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 187 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $11.5B, Chevron Corp with a value of $6.44B, Amazon Com Inc with a value of $5.37B, Apple Inc. with a value of $4.53B, and Cigna Corp with a value of $3.36B.
Examining the 13F form we can see an decrease of $195M in the current position value, from $145B to 144B.
Wallace Advisory Group, LLC is based out at Lafayette, CA
Below you can find more details about Wallace Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$144 Billion
ETFs: $32.4 Billion
Technology: $27.9 Billion
Healthcare: $25.6 Billion
Financial Services: $13.9 Billion
Consumer Cyclical: $12.4 Billion
Energy: $8.62 Billion
Communication Services: $7.44 Billion
Industrials: $5.74 Billion
Other: $8.46 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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