Wallace Advisory Group, LLC Reduced Holdings in Q3 2025

Wallace Advisory Group, LLC

  • $124 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 18.96%
$293.94 - $444.72 $88.2K - $133K
1.28K $407M
TIGR
Up Fintech Holding LTD

Financial Services
-1.56K
- 11.57%
$9.12 - $12.99 $14.2K - $20.3K
11.9K $115M
C
Citigroup Inc

Financial Services
-1.08K
- 16.68%
$85.57 - $103.49 $92.1K - $111K
5.38K $458M
MS
Morgan Stanley

Financial Services
-521
- 15.36%
$139.09 - $161.16 $72.5K - $84K
2.87K $405M
CAT
Caterpillar Inc

Industrials
-163
- 13.12%
$390.92 - $477.15 $63.7K - $77.8K
1.08K $419M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-177
- 5.15%
$87.07 - $93.06 $15.4K - $16.5K
3.26K $283M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.95K
- 9.32%
$68.24 - $73.73 $133K - $144K
19K $1.31B
CTAS
Cintas Corp

Industrials
-68
- 4.22%
$199.29 - $226.27 $13.6K - $15.4K
1.54K $344M
EPAM
Epam Systems, Inc.

Technology
-28
- 1.11%
N/A
2.49K $441M
USB
Us Bancorp \De\

Financial Services
-542
- 4.11%
$43.94 - $50.41 $23.8K - $27.3K
12.6K $572M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-465
- 6.57%
$36.93 - $40.55 $17.2K - $18.9K
6.61K $246M
ASML
Asml Holding Nv

Technology
-120
- 14.34%
$689.63 - $968.09 $82.8K - $116K
717 $575M
MPWR
Monolithic Power Systems Inc

Technology
-59
- 13.38%
$711.24 - $922.81 $42K - $54.4K
382 $279M
SE
Sea LTD

Consumer Cyclical
-266
- 11.8%
$146.23 - $196.5 $38.9K - $52.3K
1.99K $318M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-181
- 1.74%
$62.09 - $66.51 $11.2K - $12K
10.2K $634M
CW
Curtiss Wright Corp

Industrials
-165
- 25.78%
$472.43 - $542.94 $78K - $89.6K
475 $232M
GLW
Corning Inc

Technology
-623
- 6.62%
$51.6 - $82.03 $32.1K - $51.1K
8.79K $462M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-66
- 1.02%
$87.69 - $96.0 $5.79K - $6.34K
6.4K $568M
ADSK
Autodesk, Inc.

Technology
-96
- 6.15%
N/A
1.47K $454M
IBM
International Business Machines Corp

Technology
-22
- 1.5%
$234.77 - $292.47 $5.16K - $6.43K
1.45K $426M
GE
General Electric CO

Industrials
-9
- 0.72%
$244.75 - $305.63 $2.2K - $2.75K
1.24K $318M
AMAT
Applied Materials Inc

Technology
-135
- 4.73%
$156.25 - $204.95 $21.1K - $27.7K
2.72K $498M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-176
- 0.72%
$39.8 - $42.86 $7K - $7.54K
24.2K $980M
MELI
Mercadolibre Inc

Consumer Cyclical
-23
- 9.87%
$2292.04 - $2514.05 $52.7K - $57.8K
210 $549M
NFLX
Netflix Inc

Communication Services
-193
- 21.76%
$1147.87 - $1297.18 $222K - $250K
694 $929M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 4.35%
$5364.25 - $5815.92 $26.8K - $29.1K
110 $637M
INTU
Intuit Inc

Technology
-50
- 5.43%
$646.03 - $807.39 $32.3K - $40.4K
871 $686M
APH
Amphenol Corp

Technology
-1.29K
- 16.57%
$97.39 - $125.4 $126K - $162K
6.5K $642M
MSFT
Microsoft Corp

Technology
-1.51K
- 20.6%
$491.09 - $535.64 $744K - $811K
5.83K $2.9B
NOW
Service Now, Inc.

Technology
-7
- 0.85%
$850.86 - $1044.69 $5.96K - $7.31K
817 $840M
AVGO
Broadcom Inc.

Technology
-380
- 10.33%
$264.74 - $369.57 $101K - $140K
3.3K $910M
ORCL
Oracle Corp

Technology
-2.24K
- 22.39%
$218.96 - $328.33 $490K - $735K
7.76K $1.7B
NVDA
Nvidia Corp

Technology
-964
- 7.44%
$153.3 - $186.58 $148K - $180K
12K $1.9B
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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