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
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
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
QCOM
Qualcomm Inc

Technology
401
+ 21.97%
$150.4 - $178.04 $60.3K - $71.4K
2.23K $379M
HMY
Harmony Gold Mining CO LTD

Basic Materials
80
+ 0.78%
$8.14 - $12.23 $651 - $978
10.3K $105M
LLY
Eli Lilly & CO

Healthcare
15
+ 4.31%
$727.2 - $932.06 $10.9K - $14K
363 $322M
VVV
Valvoline Inc

Energy
275
+ 4.79%
$36.18 - $43.41 $9.95K - $11.9K
6.02K $252M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
34
+ 0.15%
$0.31 - $0.68 $10.5 - $23.1
22.9K $14M
AIG
American International Group, Inc.

Financial Services
56
+ 1.09%
$70.0 - $79.22 $3.92K - $4.44K
5.19K $380M
ICLR
Icon PLC

Healthcare
85
+ 8.3%
$187.22 - $297.57 $15.9K - $25.3K
1.11K $319M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.08K
+ 461.54%
$152.04 - $211.12 $164K - $228K
1.31K $210M
ASML
Asml Holding Nv

Technology
34
+ 13.77%
$658.43 - $872.27 $22.4K - $29.7K
281 $234M
HUM
Humana Inc

Healthcare
6
+ 0.73%
$233.89 - $304.18 $1.4K - $1.83K
830 $263M
AMZN
Amazon Com Inc

Consumer Cyclical
292
+ 1.08%
$180.88 - $232.93 $52.8K - $68K
27.2K $5.08B
NVO
Novo Nordisk A S

Healthcare
930
+ 8.68%
$85.0 - $120.04 $79.1K - $112K
11.6K $1.39B
GOOGL
Alphabet Inc.

Communication Services
244
+ 1.89%
$161.86 - $196.66 $39.5K - $48K
13.1K $2.18B
CVX
Chevron Corp

Energy
310
+ 0.7%
$141.15 - $162.53 $43.8K - $50.4K
44.5K $6.56B
MRK
Merck & Co., Inc.

Healthcare
53
+ 0.05%
$96.31 - $114.76 $5.1K - $6.08K
116K $13.1B
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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