Wallace Advisory Group, LLC New Holdings in Q1 2025

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
New
$507.05 - $563.67 $794K - $882K
1.57K $843M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.7K
New
$58.01 - $64.46 $794K - $882K
13.7K $807M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
17.6K
New
$26.9 - $27.93 $474K - $492K
17.6K $487M
CSGP
Costar Group, Inc.

Real Estate
5.08K
New
$69.29 - $80.37 $352K - $408K
5.08K $363M
MELI
Mercadolibre Inc

Consumer Cyclical
198
New
$1739.0 - $2260.0 $344K - $447K
198 $337M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.36K
New
$132.75 - $177.12 $313K - $418K
2.36K $300M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.55K
New
$96.85 - $111.39 $247K - $284K
2.55K $269M
EPAC
Enerpac Tool Group Corp

Industrials
6.17K
New
$40.26 - $47.26 $248K - $292K
6.17K $254M
DIS
Walt Disney CO

Communication Services
2.09K
New
$96.87 - $114.0 $202K - $238K
2.09K $232M
SE
Sea LTD

Consumer Cyclical
2.12K
New
$104.87 - $146.31 $222K - $309K
2.12K $224M
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.33K
New
$21.26 - $33.75 $135K - $214K
6.33K $212M
BR
Broadridge Financial Solutions, Inc.

Technology
924
New
$221.46 - $244.83 $205K - $226K
924 $209M
GGAL
Grupo Financiero Galicia Sa

Financial Services
3.34K
New
$54.11 - $72.22 $181K - $242K
3.34K $208M
TDC
Teradata Corp

Technology
6.57K
New
$21.95 - $32.78 $144K - $215K
6.57K $205M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.73K
New
$73.78 - $76.59 $201K - $209K
2.73K $204M
BMA
Macro Bank Inc.

Financial Services
2.08K
New
$77.95 - $115.85 $162K - $241K
2.08K $201M
ERIC
Ericsson Lm Telephone CO

Technology
11.2K
New
$7.47 - $8.9 $83.7K - $99.7K
11.2K $90.3M
TIGR
Up Fintech Holding LTD

Financial Services
13.7K
New
$5.76 - $9.69 $78.8K - $132K
13.7K $88.3M
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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