| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MERCK & CO INC | 4 | Q3 2023 | 10.3% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 6.0% |
| WISDOMTREE TR | 4 | Q3 2023 | 7.4% |
| THE CIGNA GROUP | 4 | Q3 2023 | 3.3% |
| ISHARES TR | 4 | Q3 2023 | 2.6% |
| AMAZON COM INC | 4 | Q3 2023 | 2.9% |
| WORLD GOLD TR | 4 | Q3 2023 | 2.8% |
| ISHARES TR | 4 | Q3 2023 | 2.1% |
| ISHARES TR | 4 | Q3 2023 | 2.1% |
| APPLE INC | 4 | Q3 2023 | 2.1% |
View Wallace Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-21 |
View Wallace Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.