$127 Million is the total value of Wallace Advisory Group, LLC's 291 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-21
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.