Wallace Advisory Group, LLC Sells in Q3 2025

Wallace Advisory Group, LLC

  • $124 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
-941
- 9.5%
$69.82 - $73.93 $65.7K - $69.6K
8.97K $631M
BA
Boeing CO

Industrials
-1.11K
- 30.98%
$209.79 - $237.38 $232K - $263K
2.46K $516M
PAYC
Paycom Software, Inc.

Technology
-525
- 23.21%
$208.14 - $238.8 $109K - $125K
1.74K $402M
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.29K
- 21.01%
$118.3 - $142.16 $152K - $183K
4.84K $640M
AIG
American International Group, Inc.

Financial Services
-974
- 17.3%
$76.34 - $85.87 $74.4K - $83.6K
4.66K $398M
GOOG
Alphabet Inc.

Communication Services
-1.24K
- 19.59%
$175.16 - $255.24 $218K - $318K
5.11K $906M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-1.24K
- 24.03%
$123.13 - $140.8 $152K - $174K
3.91K $515M
IT
Gartner Inc

Technology
-162
- 23.48%
$225.98 - $406.7 $36.6K - $65.9K
528 $213M
KO
Coca Cola CO

Consumer Defensive
-957
- 12.24%
$65.67 - $71.67 $62.8K - $68.6K
6.86K $485M
UL
Unilever PLC

Consumer Defensive
-1.21K
- 23.24%
$58.43 - $65.01 $70.9K - $78.9K
4.01K $245M
T
At&T Inc.

Communication Services
-2.85K
- 10.75%
$26.94 - $29.62 $76.9K - $84.5K
23.7K $685M
MET
Metlife Inc

Financial Services
-788
- 17.45%
$73.82 - $82.37 $58.2K - $64.9K
3.73K $300M
QCOM
Qualcomm Inc

Technology
-484
- 16.82%
$145.84 - $173.55 $70.6K - $84K
2.39K $381M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-122
- 20.07%
$415.15 - $489.89 $50.6K - $59.8K
486 $235M
MORN
Morningstar, Inc.

Financial Services
-238
- 20.95%
$231.72 - $311.89 $55.1K - $74.2K
898 $282M
TJX
Tjx Companies Inc

Consumer Cyclical
-538
- 9.86%
$121.35 - $144.54 $65.3K - $77.8K
4.92K $607M
HLI
Houlihan Lokey, Inc.

Financial Services
-540
- 23.15%
$181.55 - $209.19 $98K - $113K
1.79K $323M
SONY
Sony Group Corp

Technology
-2.38K
- 16.2%
$23.92 - $30.07 $56.9K - $71.5K
12.3K $320M
XOM
Exxon Mobil Corp

Energy
-88
- 2.31%
$105.83 - $117.22 $9.31K - $10.3K
3.73K $402M
SAP
Sap Se

Technology
-369
- 21.45%
$252.42 - $311.93 $93.1K - $115K
1.35K $411M
PFE
Pfizer Inc

Healthcare
-1.23K
- 6.49%
$23.29 - $25.88 $28.6K - $31.8K
17.7K $429M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-444
- 11.41%
$97.53 - $115.95 $43.3K - $51.5K
3.45K $359M
CSGP
Costar Group, Inc.

Real Estate
-664
- 12.77%
$81.42 - $96.83 $54.1K - $64.3K
4.54K $365M
RTX
Raytheon Technologies Corp

Industrials
-759
- 16.18%
$144.19 - $167.33 $109K - $127K
3.93K $574M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-3.51K
- 17.93%
$13.29 - $16.05 $46.6K - $56.3K
16.1K $220M
Blackrock ETF Trust Ii
-4.1K
- 8.53%
N/A
44K $1.36B
GOOGL
Alphabet Inc.

Communication Services
-1.64K
- 14.52%
$174.36 - $254.72 $285K - $416K
9.62K $1.7B
GDDY
Go Daddy Inc.

Technology
-240
- 9.88%
$133.35 - $178.59 $32K - $42.9K
2.19K $394M
FTI
Technip Fmc PLC

Energy
-2.36K
- 17.1%
$32.19 - $40.89 $76.1K - $96.6K
11.5K $395M
Rbb Fd Inc
-585
- 8.92%
N/A
5.97K $299M
COST
Costco Wholesale Corp

Consumer Defensive
-41
- 15.71%
$915.95 - $994.57 $37.6K - $40.8K
220 $218M
BAC
Bank Of America Corp

Financial Services
-2.18K
- 16.45%
$44.92 - $52.42 $97.8K - $114K
11.1K $523M
VNET
Vnet Group, Inc.

Technology
-1.77K
- 14.72%
$6.61 - $11.13 $11.7K - $19.7K
10.2K $70.6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-3.62K
- 20.1%
$14.73 - $19.31 $53.3K - $69.8K
14.4K $221M
RELX
Relx PLC

Communication Services
-836
- 14.86%
$45.13 - $54.19 $37.7K - $45.3K
4.79K $260M
HEIA
Heico Crp Cl A
-311
- 25.64%
N/A
902 $233M
JPM
Jpmorgan Chase & CO

Financial Services
-666
- 17.36%
$282.78 - $316.06 $188K - $210K
3.17K $919M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.23K
- 16.28%
$35.34 - $47.21 $78.6K - $105K
11.4K $496M
NCNO
N Cino, Inc.

Technology
-916
- 10.2%
$26.19 - $32.69 $24K - $29.9K
8.06K $225M
MPC
Marathon Petroleum Corp

Energy
-387
- 17.14%
$158.59 - $198.69 $61.4K - $76.9K
1.87K $311M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-537
- 2.11%
$22.64 - $23.22 $12.2K - $12.5K
24.9K $572M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-230
- 2.62%
$25.67 - $27.21 $5.9K - $6.26K
8.56K $228M
WFC
Wells Fargo & Company

Financial Services
-1.34K
- 11.55%
$77.05 - $85.16 $103K - $114K
10.3K $823M
SPGI
S&P Global Inc.

Financial Services
-55
- 5.66%
$484.94 - $564.15 $26.7K - $31K
916 $483M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-180
- 5.23%
$79.39 - $90.39 $14.3K - $16.3K
3.26K $260M
CASY
Caseys General Stores Inc

Consumer Cyclical
-99
- 18.23%
$494.52 - $565.32 $49K - $56K
444 $227M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-449
- 2.3%
$21.77 - $22.57 $9.77K - $10.1K
19.1K $421M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-231
- 5.45%
$78.88 - $85.2 $18.2K - $19.7K
4.01K $319M
VCIT
Vanguard Intermediate Term Cor

ETFs
-105
- 2.11%
$81.75 - $84.54 $8.58K - $8.88K
4.88K $405M
Activity Summary
Buys All Purchases 33 New Holdings 15 Increased Positions 18 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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