Wallace Advisory Group, LLC
Q1 2025 13F Holdings
- Locationlafayette, CA
- Num holdings
187
- Value ($000)
$144,493
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001932645
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MRK MERCK & CO INC | COM | 58933Y105 | $11.54M | 8 % | 115,960 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $6.44M | 5 % | 44,493 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.37M | 4 % | 24,470 | ||
AAPL APPLE INC | COM | 037833100 | $4.53M | 3 % | 18,074 | ||
CI THE CIGNA GROUP | COM | 125523100 | $3.36M | 2 % | 12,173 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.05M | 2 % | 7,245 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $3.03M | 2 % | 5,144 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $2.78M | 2 % | 30,408 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $2.40M | 2 % | 12,654 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.10M | 2 % | 3,590 |
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