Wallace Advisory Group, LLC Purchases in Q2 2025

Wallace Advisory Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
48.1K
New
N/A
48.1K $1.41B
TIP
Ishares Tr Tips Bd ETF

ETFs
10.8K
+ 102.75%
$107.93 - $110.97 $1.16M - $1.2M
21.3K $2.36B
CVX
Chevron Corp

Energy
481
+ 1.08%
$133.73 - $168.51 $64.3K - $81.1K
45K $7.52B
AON
Aon PLC

Financial Services
2.38K
New
$335.85 - $398.81 $801K - $951K
2.38K $951M
CI
Cigna Corp

Healthcare
23
+ 0.19%
$301.89 - $340.04 $6.94K - $7.82K
12.2K $4.01B
JNJ
Johnson & Johnson

Healthcare
3.06K
+ 47.57%
$146.36 - $159.82 $448K - $489K
9.49K $1.57B
VZ
Verizon Communications Inc

Communication Services
11.6K
+ 59.54%
$41.67 - $45.62 $485K - $531K
31.2K $1.42B
SBUX
Starbucks Corp

Consumer Cyclical
5.79K
New
$79.69 - $99.41 $462K - $576K
5.79K $568M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.26K
+ 53.06%
$55.54 - $69.09 $403K - $502K
21K $1.3B
LLY
Eli Lilly & CO

Healthcare
503
+ 45.69%
$713.71 - $898.95 $359K - $452K
1.6K $1.32B
Pimco ETF Tr
12.7K
New
N/A
12.7K $339M
Rbb Fd Inc
6.56K
New
N/A
6.56K $331M
KNSL
Kinsale Capital Group, Inc.

Financial Services
608
New
$419.99 - $501.97 $255K - $305K
608 $296M
LRN
Stride, Inc.

Consumer Defensive
2.29K
New
$124.45 - $160.72 $284K - $367K
2.29K $289M
META
Meta Platforms, Inc.

Communication Services
486
New
$484.66 - $738.09 $236K - $359K
486 $280M
CVS
Cvs Health Corp

Healthcare
988
+ 11.17%
$60.04 - $70.18 $59.3K - $69.3K
9.83K $666M
HEIA
Heico Crp Cl A
1.21K
New
N/A
1.21K $256M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.98K
+ 48.86%
$63.54 - $68.5 $189K - $204K
9.09K $616M
APPF
Appfolio Inc

Technology
1.13K
New
$192.02 - $234.65 $218K - $266K
1.13K $249M
ZTS
Zoetis Inc.

Healthcare
1.42K
+ 25.23%
$144.41 - $170.3 $205K - $242K
7.06K $1.16B
SHEL
Shell PLC

Energy
2.1K
+ 26.92%
$59.75 - $73.05 $126K - $153K
9.91K $726M
PEN
Penumbra Inc

Healthcare
855
New
$253.22 - $299.78 $217K - $256K
855 $229M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 21.64%
$483.48 - $539.8 $121K - $135K
1.41K $751M
THC
Tenet Healthcare Corp

Healthcare
1.64K
New
$110.41 - $176.0 $181K - $288K
1.64K $220M
JD
Jd.Com, Inc.

Consumer Cyclical
651
+ 2.35%
$31.44 - $41.32 $20.5K - $26.9K
28.3K $1.17B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.13K
New
$160.22 - $209.35 $181K - $236K
1.13K $204M
ABT
Abbott Laboratories

Healthcare
198
+ 2.2%
$123.95 - $138.08 $24.5K - $27.3K
9.22K $1.22B
HLI
Houlihan Lokey, Inc.

Financial Services
1.1K
+ 88.75%
$141.59 - $182.75 $155K - $200K
2.33K $377M
ABBV
Abb Vie Inc.

Healthcare
279
+ 9.88%
$170.16 - $206.27 $47.5K - $57.5K
3.1K $650M
QCOM
Qualcomm Inc

Technology
905
+ 45.87%
$124.66 - $159.48 $113K - $144K
2.88K $442M
Venture Global Inc
13.1K
New
N/A
13.1K $135M
AIG
American International Group, Inc.

Financial Services
535
+ 10.5%
$77.56 - $87.72 $41.5K - $46.9K
5.63K $489M
FCX
Freeport Mcmoran Inc

Basic Materials
3.18K
+ 30.28%
$29.15 - $44.46 $92.6K - $141K
13.7K $517M
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 17.68%
$1794.73 - $2613.63 $62.8K - $91.5K
233 $455M
AMT
American Tower Corp

Real Estate
67
+ 2.44%
$203.96 - $228.19 $13.7K - $15.3K
2.81K $612M
BRO
Brown & Brown, Inc.

Financial Services
274
+ 8.73%
$104.48 - $124.43 $28.6K - $34.1K
3.41K $425M
VNET
Vnet Group, Inc.

Technology
12K
New
$4.74 - $8.12 $56.9K - $97.5K
12K $98.4M
KO
Coca Cola CO

Consumer Defensive
322
+ 4.3%
$68.37 - $73.9 $22K - $23.8K
7.82K $560M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.15K
+ 6.85%
$11.9 - $15.57 $13.7K - $18K
18K $245M
LYG
Lloyds Banking Group PLC

Financial Services
9.02K
+ 22.32%
$3.32 - $4.29 $29.9K - $38.7K
49.4K $189M
FTI
Technip Fmc PLC

Energy
1.35K
+ 10.8%
$23.18 - $35.33 $31.2K - $47.6K
13.8K $438M
AVGO
Broadcom Inc.

Technology
1.34K
+ 57.47%
$146.29 - $275.65 $196K - $370K
3.68K $616M
SONY
Sony Group Corp

Technology
524
+ 3.7%
$21.24 - $26.88 $11.1K - $14.1K
14.7K $373M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
3.04K
+ 18.4%
$10.79 - $14.14 $32.8K - $43K
19.6K $267M
SE
Sea LTD

Consumer Cyclical
139
+ 6.57%
$105.57 - $170.4 $14.7K - $23.7K
2.25K $294M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
267
+ 5.84%
$64.31 - $75.93 $17.2K - $20.3K
4.84K $357M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
261
+ 5.35%
$103.49 - $133.44 $27K - $34.8K
5.14K $598M
TDY
Teledyne Technologies Inc

Technology
74
+ 9.93%
$435.54 - $512.31 $32.2K - $37.9K
819 $408M
WMB
Williams Companies, Inc.

Energy
176
+ 2.57%
$54.33 - $62.87 $9.56K - $11.1K
7.03K $420M
Activity Summary
Buys All Purchases 115 New Holdings 15 Increased Positions 100 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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