Wallace Advisory Group, LLC Purchases and Sells in Q4 2025

Wallace Advisory Group, LLC

$95.3 Billion
Q4 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBJP	16.9K + 220.66%	$64.77 - $69.67 $1.1M - $1.18M	24.6K $1.62B
AVGO	763 + 23.12%	$324.63 - $385.98 $248K - $295K	4.06K $1.41B
INDA	6.39K + 54.79%	$52.3 - $55.29 $334K - $353K	18.1K $976M
SPY	65 + 1.79%	$653.02 - $687.39 $42.4K - $44.7K	3.7K $2.52B
CRM	1.05K + 107.28%	$235.69 - $263.41 $247K - $276K	2.02K $535M
SHYG	3.18K + 43.68%	$42.66 - $43.29 $135K - $137K	10.4K $448M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HGER	42.9K New	$25.61 - $27.12 $1.1M - $1.16M	42.9K $1.06B
VT	4.92K New	$135.16 - $141.78 $665K - $697K	4.92K $694M
APP	468 New	$552.64 - $704.09 $259K - $330K	468 $315M
STZ	1.94K New	$127.65 - $142.97 $247K - $277K	1.94K $267M
ISRG	459 New	$429.59 - $576.2 $197K - $264K	459 $260M
ETN	769 New	$352.39 - $387.75 $271K - $298K	769 $245M

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-19.5K - 46.44%	$91.46 - $91.76 $1.78M - $1.79M	22.4K $2.05B
AMZN	-7.02K - 37.78%	$213.04 - $254.0 $1.5M - $1.78M	11.6K $2.67B
GLDM	-19.8K - 55.26%	$76.32 - $86.69 $1.51M - $1.71M	16K $1.37B
ADBE	-2.09K - 69.45%	$325.07 - $359.91 $680K - $753K	920 $322M
ORCL	-2.78K - 35.88%	$217.57 - $313.0 $606K - $871K	4.98K $970M
CI	-25 - 0.21%	$244.41 - $311.0 $6.11K - $7.78K	11.7K $3.22B

Activity Summary All Purchases 26 New Holdings 9 Increased Positions 17 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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