Wallace Advisory Group, LLC Sells in Q4 2024

Wallace Advisory Group, LLC

  • $145 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-280
- 5.43%
$44.33 - $49.55 $12.4K - $13.9K
4.88K $222M
TJX
Tjx Companies Inc

Consumer Cyclical
-296
- 5.0%
$112.15 - $127.2 $33.2K - $37.7K
5.62K $661M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-460
- 3.69%
$26.05 - $29.17 $12K - $13.4K
12K $349M
LUV
Southwest Airlines CO

Industrials
-36
- 0.33%
$28.99 - $34.84 $1.04K - $1.25K
10.9K $324M
CSX
Csx Corp

Industrials
-39
- 0.36%
$31.58 - $36.88 $1.23K - $1.44K
10.8K $373M
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.1%
$2981.19 - $3370.27 $2.98K - $3.37K
90 $284M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-211
- 4.45%
$78.43 - $87.17 $16.5K - $18.4K
4.54K $360M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-723
- 5.36%
$51.09 - $55.27 $36.9K - $40K
12.8K $674M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-150
- 3.93%
$84.34 - $95.14 $12.7K - $14.3K
3.67K $318M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.01%
$4100.99 - $5300.34 $12.3K - $15.9K
146 $615M
NFLX
Netflix Inc

Communication Services
-28
- 1.88%
$687.65 - $936.56 $19.3K - $26.2K
1.46K $1.04B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-682
- 2.91%
$34.13 - $37.35 $23.3K - $25.5K
22.8K $856M
TDY
Teledyne Technologies Inc

Technology
-7
- 0.9%
$436.59 - $489.24 $3.06K - $3.42K
770 $337M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-206
- 2.71%
$89.9 - $100.66 $18.5K - $20.7K
7.4K $689M
ADSK
Autodesk, Inc.

Technology
-54
- 2.94%
N/A
1.78K $490M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-343
- 2.96%
$176.42 - $186.91 $60.5K - $64.1K
11.2K $2.02B
CNC
Centene Corp

Healthcare
-46
- 1.0%
$56.71 - $73.94 $2.61K - $3.4K
4.54K $342M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-476
- 5.42%
$63.15 - $75.4 $30.1K - $35.9K
8.3K $551M
SAP
Sap Se

Technology
-22
- 1.25%
$218.13 - $255.54 $4.8K - $5.62K
1.74K $398M
RTX
Raytheon Technologies Corp

Industrials
-761
- 11.47%
$114.45 - $127.21 $87.1K - $96.8K
5.87K $712M
AZPN
Aspen Technology, Inc.

Technology
-5
- 0.41%
$231.19 - $253.16 $1.16K - $1.27K
1.22K $292M
SFBS
Servis First Bancshares, Inc.

Financial Services
-241
- 6.08%
$77.34 - $99.0 $18.6K - $23.9K
3.72K $300M
MET
Metlife Inc

Financial Services
-45
- 0.97%
$78.15 - $88.25 $3.52K - $3.97K
4.59K $379M
AAON
Aaon, Inc.

Industrials
-163
- 4.48%
$106.25 - $140.75 $17.3K - $22.9K
3.48K $375M
SPGI
S&P Global Inc.

Financial Services
-44
- 3.86%
$480.36 - $529.17 $21.1K - $23.3K
1.1K $566M
PM
Philip Morris International Inc.

Consumer Defensive
-1.37K
- 12.21%
$118.38 - $133.06 $162K - $182K
9.84K $1.19B
GOLD
Barrick Gold Corp

Basic Materials
-48
- 0.24%
$15.23 - $21.19 $731 - $1.02K
20K $397M
VZ
Verizon Communications Inc

Communication Services
-174
- 0.88%
$39.6 - $45.21 $6.89K - $7.87K
19.6K $878M
Cooper Cos Inc
-55
- 1.7%
N/A
3.17K $350M
JNJ
Johnson & Johnson

Healthcare
-186
- 2.76%
$143.34 - $165.86 $26.7K - $30.8K
6.55K $1.06B
FISV
Fiserv Inc

Technology
-125
- 3.77%
N/A
3.19K $573M
T
At&T Inc.

Communication Services
-827
- 2.12%
$21.22 - $23.88 $17.5K - $19.7K
38.1K $838M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.28%
$567.81 - $607.81 $5.68K - $6.08K
3.57K $2.05B
AMT
American Tower Corp

Real Estate
-8
- 0.29%
$179.4 - $232.01 $1.44K - $1.86K
2.75K $640M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-42
- 1.41%
$501.29 - $612.85 $21.1K - $25.7K
2.94K $1.82B
LOW
Lowes Companies Inc

Consumer Cyclical
-96
- 2.42%
$244.52 - $284.07 $23.5K - $27.3K
3.87K $1.05B
MA
Mastercard Inc

Financial Services
-8
- 0.22%
$491.3 - $536.15 $3.93K - $4.29K
3.7K $1.83B
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.07%
$485.52 - $625.25 $971 - $1.25K
2.76K $1.61B
JD
Jd.Com, Inc.

Consumer Cyclical
-1.94K
- 6.6%
$33.35 - $47.1 $64.6K - $91.2K
27.4K $1.1B
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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