WA

Wallace Advisory Group, LLC

13F
Wallace Advisory Group, LLC
Last update 2025-04-09 187 Stocks (19 new)
Value $144.00 Mil Turnover 10 %
Countries:
Top Holdings: MRK(7.98%)CVX(4.46%)AMZN(3.72%)AAPL(3.13%)CI(2.33%)
Summary Stock Picks Current Portfolio
Wallace Advisory Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRK 		Merck & Co Inc
115,960
11,535.7
+0.18%
7.980
+0.01%
0.000
-15.02%
-15.58%
209,515.0
Drug Manufacturers
CVX 		Chevron Corp
44,493
6,444.4
-0.13%
4.460
-0.01%
0.000
-7.65%
-4.88%
238,008.0
Oil & Gas
AMZN 		Amazon.com Inc
24,470
5,368.5
-10.19%
3.720
-0.36%
0.000
-19.98%
-13.31%
2,018,471.6
Retail - Cyclical
AAPL 		Apple Inc
18,074
4,526.2
+3.03%
3.130
+0.09%
0.000
-9.51%
-14.72%
3,204,508.6
Hardware
CI 		The Cigna Group
12,173
3,361.4
-0.04%
2.330
0%
0.000
+14.49%
+21.98%
90,870.0
Healthcare Plans
MSFT 		Microsoft Corp
7,245
3,053.6
+3.49%
2.110
+0.07%
0.000
+2.70%
+1.13%
3,161,804.2
Software
IVV 		iShares Core S&P 500 ETF
5,144
3,028.2
+5.87%
2.100
+0.12%
0.000
-6.91%
-4.39%
566,500.4
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
30,408
2,780.2
+197.56%
1.920
+1.27%
0.010
+0.68%
+1.03%
48,484.8
 
GOOGL 		Alphabet Inc
12,654
2,395.5
-3.60%
1.660
-0.05%
0.000
-20.85%
-14.69%
1,965,469.3
Interactive Media
SPY 		SPDR S&P 500 ETF Trust
3,590
2,103.8
+0.59%
1.460
+0.01%
0.000
-7.20%
-4.71%
580,240.3
 

Wallace Advisory Group, LLC's Historical Top Holdings Breakdowns

Wallace Advisory Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+1.27%
●
91.45 ($91.59) 91.75
$91.43
-0.17%
Add 197.56%
30,408
20,189
GLDM 		SPDR Gold MiniShares Trust2025-03-31Reduce
-1.07%
●
52.19 ($56.8) 61.89
$63.92
12.54%
Reduce -49.08%
30,805
-29,691
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Reduce
-0.90%
●
168.16 ($179.03) 186.21
$169.41
-5.37%
Reduce -65.09%
3,925
-7,317
XHLF 		BondBloxx Bloomberg Six Month Target Duration US Treasury ETF2025-03-31Reduce
-0.86%
●
50.18 ($50.26) 50.35
$50.21
-0.10%
Reduce -85.95%
4,020
-24,597
STIP 		iShares 0-5 Year TIPS Bond ETF2025-03-31Add
+0.69%
●
100.59 ($101.89) 103.47
$102.88
0.97%
Add 152.39%
16,567
10,003
VOO 		Vanguard S&P 500 ETF2025-03-31New Buy
+0.58%
●
507.05 ($540.58) 563.67
$513.35
-5.04%
New holding
1,565
1,565
VXUS 		Vanguard Total International Stock2025-03-31New Buy
+0.56%
●
58.01 ($61.77) 64.46
$63.70
3.12%
New holding
13,689
13,689
TIP 		iShares TIPS Bond ETF2025-03-31Reduce
-0.42%
●
106.22 ($108.63) 111.09
$109.61
0.90%
Reduce -34.53%
10,492
-5,533
LLY 		Eli Lilly and Co2025-03-31Add
+0.40%
●
725.72 ($832.09) 929.72
$794.10
-4.57%
Add 203.31%
1,101
738
AMZN 		Amazon.com Inc2025-03-31Reduce
-0.36%
●
190.26 ($217) 242.06
$190.20
-12.35%
Reduce -10.19%
24,470
-2,777

Wallace Advisory Group, LLC Total Holding History ($B)

To

Wallace Advisory Group, LLC's Asset Allocation

To

Wallace Advisory Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wallace Advisory Group, LLC's Hypothetical Growth since 2025-03-31

Wallace Advisory Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wallace Advisory Group, LLC's Holdings Heat Map

Size field:

Wallace Advisory Group, LLC's Holdings Bubble Chart

Wallace Advisory Group, LLC News

  • 1

Discussions on Wallace Advisory Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.