Holdings

Wallace Advisory Group, LLC

As of Jun 30, 2026, Wallace Advisory Group, LLC reported 86 positions worth US$67.7M. Largest: Merck & Company, Inc., Chevron Corporation and The Cigna Group. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Merck & Company, Inc.115KUS$14.8M−69Jun 30, 2026
Chevron Corporation42,280US$7.01M+393Jun 30, 2026
The Cigna Group11,681US$3.22M−15Jun 30, 2026
Alphabet Inc (google) Class C7,129US$2.55M−94Jun 30, 2026
Apple Inc8,565US$2.48M+909Jun 30, 2026
Nvidia Corporation11,546US$2.31M+1,704Jun 30, 2026
Amazon.com, Inc.9,487US$2.26M−258Jun 30, 2026
Microsoft Corp.4,815US$1.8M+36Jun 30, 2026
Broadcom Inc.4,365US$1.65M+311Jun 30, 2026
Johnson & Johnson5,699US$1.45M−462Jun 30, 2026