Wallace Advisory Group, LLC Incresed Positions in Q1 2025

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.7K
+ 7.46%
$33.84 - $37.77 $57.6K - $64.2K
24.5K $836M
SHEL
Shell PLC

Energy
26
+ 0.33%
$62.84 - $73.29 $1.63K - $1.91K
7.81K $489M
GE
General Electric CO

Industrials
10
+ 0.81%
$168.59 - $212.13 $1.69K - $2.12K
1.25K $208M
AES
Aes Corp

Utilities
11.2K
+ 46.37%
$9.93 - $13.23 $111K - $148K
35.4K $456M
XOM
Exxon Mobil Corp

Energy
46
+ 1.16%
$105.44 - $118.93 $4.85K - $5.47K
4.02K $433M
UL
Unilever PLC

Consumer Defensive
135
+ 2.55%
$54.72 - $60.29 $7.39K - $8.14K
5.44K $308M
PFE
Pfizer Inc

Healthcare
95
+ 0.59%
$25.01 - $27.13 $2.38K - $2.58K
16.2K $430M
Cooper Cos Inc
117
+ 3.69%
N/A
3.29K $302M
BAH
Booz Allen Hamilton Holding Corp

Industrials
449
+ 13.34%
$102.72 - $143.06 $46.1K - $64.2K
3.82K $491M
MDLZ
Mondelez International, Inc.

Consumer Defensive
316
+ 5.46%
$56.12 - $68.15 $17.7K - $21.5K
6.1K $365M
FCX
Freeport Mcmoran Inc

Basic Materials
1.01K
+ 10.68%
$34.5 - $43.01 $34.9K - $43.5K
10.5K $399M
MDT
Medtronic PLC

Healthcare
47
+ 0.58%
$79.84 - $94.5 $3.75K - $4.44K
8.2K $655M
CVS
Cvs Health Corp

Healthcare
1.24K
+ 16.24%
$44.22 - $68.64 $54.7K - $84.8K
8.85K $397M
VZ
Verizon Communications Inc

Communication Services
8
+ 0.04%
$37.81 - $46.49 $302 - $372
19.6K $782M
MPWR
Monolithic Power Systems Inc

Technology
10
+ 2.61%
$565.7 - $720.25 $5.66K - $7.2K
393 $233M
JD
Jd.Com, Inc.

Consumer Cyclical
249
+ 0.91%
$33.1 - $45.21 $8.24K - $11.3K
27.7K $960M
MRK
Merck & Co., Inc.

Healthcare
204
+ 0.18%
$83.01 - $101.02 $16.9K - $20.6K
116K $11.5B
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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