Wallace Advisory Group, LLC Incresed Positions in Q2 2025

Wallace Advisory Group, LLC

  • $138 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.18K
+ 46.94%
$34.72 - $42.74 $284K - $350K
25.6K $1.01B
CVS
Cvs Health Corp

Healthcare
988
+ 11.17%
$60.04 - $70.18 $59.3K - $69.3K
9.83K $666M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.98K
+ 48.86%
$63.54 - $68.5 $189K - $204K
9.09K $616M
SHEL
Shell PLC

Energy
2.1K
+ 26.92%
$59.75 - $73.05 $126K - $153K
9.91K $726M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 21.64%
$483.48 - $539.8 $121K - $135K
1.41K $751M
JD
Jd.Com, Inc.

Consumer Cyclical
651
+ 2.35%
$31.44 - $41.32 $20.5K - $26.9K
28.3K $1.17B
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
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
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
PFE
Pfizer Inc

Healthcare
2.69K
+ 16.59%
$21.59 - $24.84 $58.1K - $66.9K
18.9K $479M
CSGP
Costar Group, Inc.

Real Estate
126
+ 2.48%
$72.62 - $83.22 $9.15K - $10.5K
5.2K $412M
AMAT
Applied Materials Inc

Technology
600
+ 26.62%
$126.95 - $183.52 $76.2K - $110K
2.85K $414M
EPAC
Enerpac Tool Group Corp

Industrials
491
+ 7.96%
$37.39 - $46.15 $18.4K - $22.7K
6.66K $299M
PAYC
Paycom Software, Inc.

Technology
60
+ 2.72%
$193.07 - $265.71 $11.6K - $15.9K
2.26K $494M
BMY
Bristol Myers Squibb CO

Healthcare
97
+ 1.21%
$44.12 - $59.6 $4.28K - $5.78K
8.13K $496M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.09%
$274.35 - $599.47 $549 - $1.2K
2.25K $1.18B
CTAS
Cintas Corp

Industrials
8
+ 0.5%
$190.11 - $227.66 $1.52K - $1.82K
1.61K $331M
LOW
Lowes Companies Inc

Consumer Cyclical
337
+ 10.55%
$210.83 - $235.28 $71K - $79.3K
3.53K $824M
RELX
Relx PLC

Communication Services
152
+ 2.78%
$45.31 - $55.66 $6.89K - $8.46K
5.63K $284M
GSHD
Goosehead Insurance, Inc.

Financial Services
40
+ 1.48%
$93.19 - $121.83 $3.73K - $4.87K
2.74K $323M
CASY
Caseys General Stores Inc

Consumer Cyclical
29
+ 5.64%
$415.82 - $510.91 $12.1K - $14.8K
543 $236M
AME
Ametek Inc

Industrials
221
+ 15.4%
$151.41 - $182.75 $33.5K - $40.4K
1.66K $285M
MPC
Marathon Petroleum Corp

Energy
75
+ 3.44%
$118.55 - $170.08 $8.89K - $12.8K
2.26K $329M
MPWR
Monolithic Power Systems Inc

Technology
48
+ 12.21%
$455.19 - $737.73 $21.8K - $35.4K
441 $256M
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
Track This Portfolio

Track Wallace Advisory Group, LLC Portfolio

Follow Wallace Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wallace Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wallace Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email