Wallace Advisory Group, LLC

Q4 2024 13F Holdings

  • Location
    lafayette, CA
  • Num holdings

    182

  • Value ($000)

    $144,688

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001932645
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MRK
MRK

MERCK & CO INC

COM
58933Y105
$13.15M
9 %

115,756

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$6.56M
5 %

44,549

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.08M
4 %

27,247

CI
CI

THE CIGNA GROUP

COM
125523100
$4.22M
3 %

12,178

AAPL
AAPL

APPLE INC

COM
037833100
$4.09M
3 %

17,543

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$3.15M
2 %

60,496

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.01M
2 %

7,001

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$2.80M
2 %

4,859

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$2.18M
2 %

13,126

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$2.05M
1 %

3,569

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