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Home > Institutional Investor > Wallace Advisory Group, Llc > Profile

Instuitional Investor - Wallace Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Wallace Advisory Group, Llc
Portfolio Value $127,675,014
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Merck & Co. Inc.
 MRK 116,978 $12,042,885 9.43%
2.
Chevron Corp
 CVX 42,341 $7,139,540 5.59%
3.
Bondbloxx Etf Trust
 141,682 $7,122,354 5.57%
4.
Franklin Templeton Etf Tr
 116,239 $3,671,990 2.87%
5.
Cigna Group
 CI 12,467 $3,566,435 2.79%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)