Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wallace Advisory Group, Llc > Profile

Instuitional Investor - Wallace Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wallace Advisory Group, Llc
Portfolio Value $144,493,337
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Merck & Co. Inc.
 MRK 115,960 $11,535,701 7.98%
2.
Chevron Corp
 CVX 44,493 $6,444,366 4.46%
3.
Amazon Com Inc
 AMZN 24,470 $5,368,473 3.72%
4.
Apple Inc.
 AAPL 18,074 $4,526,212 3.13%
5.
Cigna Group
 CI 12,173 $3,361,452 2.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)