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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 $144,688,242
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Merck & Co. Inc.
 MRK 115,756 $13,145,251 9.08%
2.
Chevron Corp
 CVX 44,549 $6,560,732 4.53%
3.
Amazon Com Inc
 AMZN 27,247 $5,076,933 3.5%
4.
Cigna Group
 CI 12,178 $4,218,946 2.91%
5.
Apple Inc.
 AAPL 17,543 $4,087,444 2.82%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)