Wallace Advisory Group, LLC Purchases in Q1 2025

Wallace Advisory Group, LLC

  • $144 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.2K
+ 197.56%
$91.45 - $91.75 $1.85M - $1.85M
30.4K $2.78B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10K
+ 152.39%
$100.59 - $103.47 $1.01M - $1.04M
16.6K $1.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.57K
New
$507.05 - $563.67 $794K - $882K
1.57K $843M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.7K
New
$58.01 - $64.46 $794K - $882K
13.7K $807M
LLY
Eli Lilly & CO

Healthcare
738
+ 203.31%
$725.72 - $929.72 $536K - $686K
1.1K $850M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
17.6K
New
$26.9 - $27.93 $474K - $492K
17.6K $487M
AAPL
Apple Inc.

Technology
531
+ 3.03%
$209.68 - $247.1 $111K - $131K
18.1K $4.53B
SPYG
Spdr Portfolio

ETFs
4.21K
+ 46.93%
$80.05 - $92.39 $337K - $389K
13.2K $1.16B
CSGP
Costar Group, Inc.

Real Estate
5.08K
New
$69.29 - $80.37 $352K - $408K
5.08K $363M
NVDA
Nvidia Corp

Technology
1.69K
+ 17.17%
$106.98 - $149.43 $181K - $253K
11.5K $1.55B
VEA
Vanguard Ftse Developed Market

ETFs
6.79K
+ 173.21%
$47.4 - $52.99 $322K - $360K
10.7K $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
676
+ 139.67%
$442.66 - $534.52 $299K - $361K
1.16K $526M
ASML
Asml Holding Nv

Technology
492
+ 175.09%
$662.63 - $776.99 $326K - $382K
773 $536M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.36K
New
$132.75 - $177.12 $313K - $418K
2.36K $300M
ORCL
Oracle Corp

Technology
1.92K
+ 29.95%
$139.81 - $186.47 $269K - $358K
8.34K $1.39B
NFLX
Netflix Inc

Communication Services
26
+ 1.78%
$828.4 - $1058.6 $21.5K - $27.5K
1.49K $1.33B
TSLA
Tesla, Inc.

Consumer Cyclical
229
+ 18.39%
$222.15 - $428.22 $50.9K - $98.1K
1.47K $595M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.55K
New
$96.85 - $111.39 $247K - $284K
2.55K $269M
EPAC
Enerpac Tool Group Corp

Industrials
6.17K
New
$40.26 - $47.26 $248K - $292K
6.17K $254M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.91K
+ 64.33%
$96.27 - $116.36 $184K - $222K
4.88K $535M
DIS
Walt Disney CO

Communication Services
2.09K
New
$96.87 - $114.0 $202K - $238K
2.09K $232M
AVGO
Broadcom Inc.

Technology
507
+ 27.7%
$167.43 - $244.7 $84.9K - $124K
2.34K $542M
IVV
Ishares Core S&P 500 ETF

ETFs
285
+ 5.87%
$554.06 - $615.85 $158K - $176K
5.14K $3.03B
SE
Sea LTD

Consumer Cyclical
2.12K
New
$104.87 - $146.31 $222K - $309K
2.12K $224M
BA
Boeing CO

Industrials
853
+ 31.91%
$148.15 - $186.25 $126K - $159K
3.53K $624M
HLI
Houlihan Lokey, Inc.

Financial Services
1.24K
New
$154.43 - $187.4 $191K - $232K
1.24K $215M
RVLV
Revolve Group, Inc.

Consumer Cyclical
6.33K
New
$21.26 - $33.75 $135K - $214K
6.33K $212M
BR
Broadridge Financial Solutions, Inc.

Technology
924
New
$221.46 - $244.83 $205K - $226K
924 $209M
GGAL
Grupo Financiero Galicia Sa

Financial Services
3.34K
New
$54.11 - $72.22 $181K - $242K
3.34K $208M
TDC
Teradata Corp

Technology
6.57K
New
$21.95 - $32.78 $144K - $215K
6.57K $205M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.73K
New
$73.78 - $76.59 $201K - $209K
2.73K $204M
BMA
Macro Bank Inc.

Financial Services
2.08K
New
$75.51 - $115.85 $157K - $241K
2.08K $201M
GDDY
Go Daddy Inc.

Technology
277
+ 12.99%
$172.13 - $214.35 $47.7K - $59.4K
2.41K $476M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.45K
+ 34.32%
$37.07 - $40.63 $165K - $181K
17.4K $669M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
616
+ 12.15%
$135.34 - $188.66 $83.4K - $116K
5.68K $959M
CAT
Caterpillar Inc

Industrials
394
+ 39.72%
$326.75 - $407.63 $129K - $161K
1.39K $503M
CNC
Centene Corp

Healthcare
2.77K
+ 60.93%
$55.93 - $65.89 $155K - $182K
7.31K $443M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.15K
+ 44.14%
$40.03 - $46.81 $86.2K - $101K
7.03K $316M
ERIC
Ericsson Lm Telephone CO

Technology
11.2K
New
$7.47 - $8.9 $83.7K - $99.7K
11.2K $90.3M
TIGR
Up Fintech Holding LTD

Financial Services
13.7K
New
$5.76 - $9.69 $78.8K - $132K
13.7K $88.3M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.88K
+ 41.92%
$11.66 - $14.98 $56.9K - $73.1K
16.5K $194M
MS
Morgan Stanley

Financial Services
27
+ 0.81%
$111.68 - $141.08 $3.02K - $3.81K
3.35K $422M
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.59%
$551.42 - $612.93 $11.6K - $12.9K
3.59K $2.1B
SAP
Sap Se

Technology
102
+ 5.87%
$241.4 - $293.69 $24.6K - $30K
1.84K $453M
ZTS
Zoetis Inc.

Healthcare
1.19K
+ 26.87%
$156.48 - $175.67 $187K - $210K
5.64K $918M
AZO
Autozone Inc

Consumer Cyclical
13
+ 14.44%
$3193.96 - $3828.11 $41.5K - $49.8K
103 $330M
BMY
Bristol Myers Squibb CO

Healthcare
68
+ 0.85%
$53.9 - $63.11 $3.67K - $4.29K
8.03K $454M
WDAY
Workday, Inc.

Technology
2
+ 0.07%
$233.53 - $277.82 $467 - $556
3.01K $776M
MSFT
Microsoft Corp

Technology
244
+ 3.49%
$375.39 - $447.2 $91.6K - $109K
7.25K $3.05B
Activity Summary
Buys All Purchases 87 New Holdings 19 Increased Positions 68 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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