Wallace Advisory Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 350 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 $6.93B, Amazon Com Inc with a value of $5.28B, Cigna Corp with a value of $4.04B, and Microsoft Corp with a value of $3.39B.
Examining the 13F form we can see an increase of $5.8B in the current position value, from $133B to 139B.
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
$139 Billion
Healthcare: $30.2 Billion
ETFs: $29.1 Billion
Technology: $22.8 Billion
Financial Services: $11.9 Billion
Consumer Cyclical: $11.3 Billion
Energy: $9.77 Billion
Communication Services: $7.44 Billion
Industrials: $5.08 Billion
Other: $6.72 Billion
Stock Holdings Table Market Cap. of $200 Billions or more