Wallace Advisory Group, LLC Purchases 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
VIG
Vanguard Dividend Appreciation

ETFs
7.51K
New
N/A
7.51K $1.49B
ORCL
Oracle Corp

Technology
6.42K
New
$165.41 - $192.43 $1.06M - $1.24M
6.42K $1.09B
TIP
Ishares Tr Tips Bd ETF

ETFs
7.37K
+ 85.07%
$106.33 - $110.69 $783K - $815K
16K $1.77B
Global X Fds
21.8K
New
N/A
21.8K $812M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
3.32K
+ 189.6%
$157.33 - $189.22 $522K - $628K
5.07K $831M
EPAM
Epam Systems, Inc.

Technology
2.47K
New
N/A
2.47K $491M
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
SHOP
Shopify Inc.

Technology
3.69K
+ 38.12%
$78.14 - $119.49 $288K - $441K
13.4K $1.07B
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.79K
New
$59.25 - $72.99 $343K - $422K
5.79K $426M
PAYC
Paycom Software, Inc.

Technology
2.21K
New
$159.94 - $240.25 $353K - $531K
2.21K $368M
SRE
Sempra Energy

Utilities
4.28K
New
$80.81 - $94.77 $346K - $406K
4.28K $358M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
New
$213.65 - $479.86 $266K - $597K
1.25K $326M
WDAY
Workday, Inc.

Technology
1.13K
+ 60.49%
$233.85 - $279.91 $265K - $317K
3.01K $735M
AVGO
Broadcom Inc.

Technology
1.83K
New
$159.67 - $250.0 $292K - $458K
1.83K $316M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.74K
+ 107.52%
$128.36 - $186.0 $224K - $324K
3.37K $548M
IBM
International Business Machines Corp

Technology
538
+ 17.06%
$204.9 - $238.04 $110K - $128K
3.69K $816M
SONY
Sony Group Corp

Technology
2.73K
New
$17.53 - $96.8 $47.8K - $264K
2.73K $264M
ADBE
Adobe Inc.

Technology
693
+ 26.67%
$437.39 - $552.96 $303K - $383K
3.29K $1.7B
GSHD
Goosehead Insurance, Inc.

Financial Services
2.73K
New
$87.63 - $129.69 $239K - $354K
2.73K $244M
GE
General Electric CO

Industrials
1.24K
New
$159.95 - $194.23 $198K - $240K
1.24K $233M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.73K
New
$44.04 - $49.49 $208K - $234K
4.73K $226M
COST
Costco Wholesale Corp

Consumer Defensive
253
New
$873.59 - $994.69 $221K - $252K
253 $224M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
484
New
$442.29 - $483.08 $214K - $234K
484 $223M
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 8.18%
$52.45 - $60.02 $91.2K - $104K
23K $1.22B
CW
Curtiss Wright Corp

Industrials
633
New
$335.08 - $389.49 $212K - $247K
633 $208M
VEA
Vanguard Ftse Developed Market

ETFs
3.92K
New
$47.57 - $52.44 $186K - $206K
3.92K $207M
XLK
Technology Sector Spdr

ETFs
913
New
$220.26 - $241.44 $201K - $220K
913 $206M
HEIA
Heico Crp Cl A
1.01K
New
N/A
1.01K $206M
CMCSA
Comcast Corp

Communication Services
4.88K
New
$37.39 - $45.14 $182K - $220K
4.88K $204M
AZN
Astrazeneca PLC

Healthcare
2.61K
New
$63.2 - $79.58 $165K - $208K
2.61K $204M
CI
Cigna Corp

Healthcare
7
+ 0.06%
$265.59 - $358.58 $1.86K - $2.51K
12.2K $4.22B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.1K
New
$11.42 - $12.5 $173K - $189K
15.1K $187M
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
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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