Notify me when Wallace Advisory Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 128 | $95,310,646 | +$6,338,130 | -$46,427,111 | -$40,088,981 | MRK, CVX, CI, AMZN, SPY | 13F-HR | 22 Jan 2026, 18:03 |
| Q3 2025 | 168 | $123,651,362 | +$8,735,894 | -$26,844,282 | -$18,108,388 | MRK, CVX, AMZN, CI, BIL | 13F-HR | 15 Oct 2025, 19:51 |
| Q2 2025 | 172 | $136,430,175 | +$12,599,765 | -$15,877,775 | -$3,278,010 | MRK, CVX, AMZN, CI, AAPL | 13F-HR | 30 Jul 2025, 11:37 |
| Q1 2025 | 187 | $138,565,397 | +$13,052,737 | -$11,529,334 | +$1,523,403 | MRK, CVX, AMZN, AAPL, CI | 13F-HR | 08 Apr 2025, 20:19 |
| Q4 2024 | 182 | $140,589,339 | +$14,491,978 | -$12,394,496 | +$2,097,482 | MRK, CVX, AMZN, CI, AAPL | 13F-HR | 13 Jan 2025, 19:17 |
| Q3 2024 | 177 | $133,777,036 | $0 | -$2,212,199 | -$2,212,199 | MRK, CVX, AMZN, CI, MSFT | 13F-HR | 04 Oct 2024, 16:30 |
| Q2 2024 | 178 | $138,918,955 | +$21,077,619 | -$25,296,482 | -$4,218,863 | MRK, CVX, AMZN, CI, MSFT | 13F-HR | 14 Aug 2024, 17:57 |
| Q1 2024 | 171 | $128,762,598 | +$20,658,460 | -$23,711,867 | -$3,053,407 | MRK, CVX, AMZN, CI, EJAN | 13F-HR | 12 Apr 2024, 14:16 |
| Q4 2023 | 164 | $119,855,408 | +$5,266,586 | -$12,695,081 | -$7,428,495 | MRK, CVX, XHLF, FLJH, CI | 13F-HR | 08 Jan 2024, 21:51 |
| Q3 2023 | 173 | $136,442,305 | +$19,966,246 | -$18,250,095 | +$1,716,151 | MRK, XHLF, CVX, AMZN, IVV | 13F-HR | 05 Oct 2023, 10:11 |
| Q2 2023 | 173 | $121,976,253 | $0 | -$7,603 | -$7,603 | MRK, CVX, SGOV, USFR, GLDM | 13F-HR | 10 Jul 2023, 21:32 |
| Q1 2023 | 174 | $131,460,723 | +$20,502,958 | -$18,696,630 | +$1,806,328 | MRK, CVX, SGOV, USFR, GLDM | 13F-HR | 10 May 2023, 20:10 |
| Q4 2022 | 158 | $126,688,044 | $0 | $0 | $0 | MRK, USFR, CVX, SGOV, CI | 13F-HR | 21 Feb 2023, 14:00 |