Wallace Advisory Group, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 348 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $14.3B, Chevron Corp with a value of $6.92B, Amazon Com Inc with a value of $5.21B, Cigna Corp with a value of $4.02B, and Microsoft Corp with a value of $3.33B.

Examining the 13F form we can see an decrease of $2.23B in the current position value, from $139B to 137B.

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 $137 Billion
Healthcare: $30 Billion
ETFs: $28.8 Billion
Technology: $22 Billion
Financial Services: $11.5 Billion
Consumer Cyclical: $11.2 Billion
Energy: $9.71 Billion
Communication Services: $7.32 Billion
Industrials: $4.99 Billion
Other: $6.59 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 348
  • Current Value $137 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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