Wallace Advisory Group, LLC Incresed Positions in Q4 2024

Wallace Advisory Group, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
3.89K
+ 352.4%
$338.75 - $399.71 $1.32M - $1.56M
5K $1.91B
AAPL
Apple Inc.

Technology
5.21K
+ 42.27%
$221.69 - $259.02 $1.16M - $1.35M
17.5K $4.09B
TIP
Ishares Tr Tips Bd ETF

ETFs
7.37K
+ 85.07%
$106.33 - $110.69 $783K - $815K
16K $1.77B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.32K
+ 189.6%
$157.33 - $189.22 $522K - $628K
5.07K $831M
GLDM
World Gold Trust

ETFs
2.08K
+ 3.56%
$50.76 - $55.23 $106K - $115K
60.5K $3.15B
MSCI
Msci Inc.

Financial Services
617
+ 63.09%
$569.09 - $635.99 $351K - $392K
1.6K $930M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.84K
+ 90.09%
$91.29 - $91.8 $442K - $445K
10.2K $938M
SHOP
Shopify Inc.

Technology
3.69K
+ 38.12%
$78.14 - $119.49 $288K - $441K
13.4K $1.07B
WDAY
Workday, Inc.

Technology
1.13K
+ 60.49%
$233.85 - $279.91 $265K - $317K
3.01K $735M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.74K
+ 107.52%
$128.36 - $186.0 $224K - $324K
3.37K $548M
ADBE
Adobe Inc.

Technology
693
+ 26.67%
$437.39 - $552.96 $303K - $383K
3.29K $1.7B
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 8.18%
$52.45 - $60.02 $91.2K - $104K
23K $1.22B
CI
Cigna Corp

Healthcare
7
+ 0.06%
$265.59 - $358.58 $1.86K - $2.51K
12.2K $4.22B
NOW
Service Now, Inc.

Technology
2
+ 0.12%
$867.18 - $1148.42 $1.73K - $2.3K
1.62K $1.45B
BA
Boeing CO

Industrials
1.37K
+ 105.3%
$138.14 - $180.72 $189K - $248K
2.67K $406M
MDT
Medtronic PLC

Healthcare
933
+ 12.92%
$79.61 - $92.24 $74.3K - $86.1K
8.16K $734M
BMY
Bristol Myers Squibb CO

Healthcare
1.52K
+ 23.57%
$51.92 - $59.94 $78.9K - $91K
7.96K $412M
NVDA
Nvidia Corp

Technology
1.3K
+ 15.24%
$117.0 - $148.88 $152K - $194K
9.84K $1.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
260
+ 27.03%
$481.22 - $538.17 $125K - $140K
1.22K $596M
V
Visa Inc.

Financial Services
204
+ 4.01%
$273.87 - $320.91 $55.9K - $65.5K
5.29K $1.46B
POOL
Pool Corp

Industrials
64
+ 4.75%
$339.32 - $390.03 $21.7K - $25K
1.41K $532M
ZTS
Zoetis Inc.

Healthcare
48
+ 1.09%
$162.24 - $194.42 $7.79K - $9.33K
4.44K $868M
USB
Us Bancorp \De\

Financial Services
618
+ 4.82%
$43.98 - $53.66 $27.2K - $33.2K
13.4K $614M
ABBV
Abb Vie Inc.

Healthcare
149
+ 5.48%
$164.99 - $203.87 $24.6K - $30.4K
2.87K $566M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 2.24%
$385.02 - $431.37 $11.9K - $13.4K
1.42K $574M
AES
Aes Corp

Utilities
1.94K
+ 8.73%
$12.44 - $20.24 $24.2K - $39.3K
24.2K $485M
AMAT
Applied Materials Inc

Technology
655
+ 57.36%
$161.44 - $213.89 $106K - $140K
1.8K $363M
ABT
Abbott Laboratories

Healthcare
17
+ 0.19%
$111.93 - $119.39 $1.9K - $2.03K
9.05K $1.03B
CAT
Caterpillar Inc

Industrials
86
+ 9.49%
$360.37 - $416.88 $31K - $35.9K
992 $388M
UPS
United Parcel Service Inc

Industrials
582
+ 16.78%
$122.65 - $138.35 $71.4K - $80.5K
4.05K $552M
KO
Coca Cola CO

Consumer Defensive
172
+ 2.34%
$61.74 - $71.71 $10.6K - $12.3K
7.51K $540M
MS
Morgan Stanley

Financial Services
485
+ 17.07%
$104.42 - $134.99 $50.6K - $65.5K
3.33K $347M
LYG
Lloyds Banking Group PLC

Financial Services
19.7K
+ 93.35%
$2.67 - $3.23 $52.5K - $63.5K
40.7K $127M
IT
Gartner Inc

Technology
26
+ 2.71%
$481.22 - $551.8 $12.5K - $14.3K
984 $499M
FCX
Freeport Mcmoran Inc

Basic Materials
1.14K
+ 13.65%
$38.08 - $50.82 $43.3K - $57.8K
9.48K $473M
UL
Unilever PLC

Consumer Defensive
234
+ 4.62%
$56.7 - $64.64 $13.3K - $15.1K
5.3K $344M
MPC
Marathon Petroleum Corp

Energy
490
+ 28.55%
$131.65 - $174.84 $64.5K - $85.7K
2.21K $359M
CPRT
Copart Inc

Consumer Cyclical
1.48K
+ 16.28%
$51.36 - $63.8 $76K - $94.4K
10.6K $554M
FDS
Factset Research Systems Inc

Financial Services
36
+ 4.2%
$449.69 - $495.72 $16.2K - $17.8K
894 $411M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.46K
+ 31.16%
$9.25 - $10.62 $41.3K - $47.4K
18.8K $203M
C
Citigroup Inc

Financial Services
839
+ 12.75%
$61.31 - $72.5 $51.4K - $60.8K
7.42K $465M
BRO
Brown & Brown, Inc.

Financial Services
18
+ 0.57%
$100.93 - $113.42 $1.82K - $2.04K
3.15K $326M
CTAS
Cintas Corp

Industrials
1.23K
+ 283.56%
$182.7 - $226.47 $224K - $277K
1.66K $341M
CVS
Cvs Health Corp

Healthcare
132
+ 1.77%
$43.78 - $67.46 $5.78K - $8.9K
7.61K $478M
PFE
Pfizer Inc

Healthcare
616
+ 3.97%
$24.8 - $30.19 $15.3K - $18.6K
16.1K $467M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.23%
$131.66 - $144.0 $527 - $576
1.73K $245M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
26
+ 0.27%
$33.92 - $36.6 $882 - $952
9.55K $328M
AME
Ametek Inc

Industrials
75
+ 5.79%
$165.89 - $197.38 $12.4K - $14.8K
1.37K $235M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
10
+ 0.14%
$30.93 - $33.94 $309 - $339
7.2K $246M
Activity Summary
Buys All Purchases 87 New Holdings 22 Increased Positions 65 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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