Wallace Advisory Group, LLC Portfolio Holdings
Wallace Advisory Group, LLC
- $145 Billion
- Q4 2024
Wallace Advisory Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 357 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Merck & Co., Inc. with a value of $13.1B, Chevron Corp with a value of $6.56B, Amazon Com Inc with a value of $5.08B, Cigna Corp with a value of $4.22B, and Apple Inc. with a value of $4.09B.
Examining the 13F form we can see an increase of $8B in the current position value, from $137B to 145B.
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
$145 Billion
ETFs: $31 Billion
Healthcare: $30.1 Billion
Technology: $25.8 Billion
Financial Services: $12.9 Billion
Consumer Cyclical: $11.5 Billion
Energy: $8.89 Billion
Communication Services: $7.07 Billion
Industrials: $5.52 Billion
Other: $8.46 Billion