Wallace Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Merck & Co., Inc. | $12.15M | 12.7% |
| CHEVRON CORP | $6.43M | 6.7% |
| Cigna Group | $3.22M | 3.4% |
| Amazon.com Inc | $2.67M | 2.8% |
| SPDR S&P 500 ETF TR | $2.52M | 2.6% |
| SPDR INDEX SHS FDS | $2.49M | 2.6% |
| MICROSOFT CORP | $2.43M | 2.6% |
| Apple Inc. | $2.23M | 2.3% |
| SPDR SERIES TRUST | $2.05M | 2.2% |
| J P MORGAN EXCHANGE TRADED F | $1.62M | 1.7% |
| NVIDIA Corp | $1.59M | 1.7% |
| Alphabet Inc. | $1.55M | 1.6% |
| ISHARES TR | $1.46M | 1.5% |
| Broadcom Inc. | $1.41M | 1.5% |
| JOHNSON & JOHNSON | $1.40M | 1.5% |
| ISHARES TR | $1.39M | 1.5% |
| WORLD GOLD TR | $1.37M | 1.4% |
| iShares MSCI UAE ETF | $1.25M | 1.3% |
| VANGUARD STAR FDS | $1.21M | 1.3% |
| Mastercard Inc | $1.20M | 1.3% |
| SPDR SERIES TRUST | $1.15M | 1.2% |
| HARBOR ETF TRUST | $1.06M | 1.1% |
| SPDR INDEX SHS FDS | $1.04M | 1.1% |
| iShares MSCI UAE ETF | $976.1K | 1.0% |
| ORACLE CORP | $969.9K | 1.0% |
| ELI LILLY & Co | $908.1K | 1.0% |
| Visa Inc | $865.2K | 0.9% |
| Alphabet Inc. | $850.1K | 0.9% |
| SHOPIFY INC | $804.0K | 0.8% |
| VERIZON COMMUNICATIONS INC | $749.3K | 0.8% |
| VANGUARD INTL EQUITY INDEX F | $693.6K | 0.7% |
| SPDR SERIES TRUST | $684.7K | 0.7% |
| ISHARES TR | $681.8K | 0.7% |
| WELLS FARGO & COMPANY/MN | $632.2K | 0.7% |
| JD.com,Inc.JD | $600.5K | 0.6% |
| Philip Morris International Inc. | $598.9K | 0.6% |
| DIREXION SHS ETF TR | $565.6K | 0.6% |
| JPMORGAN CHASE & CO | $558.1K | 0.6% |
| Salesforce Inc | $535.4K | 0.6% |
| Meta Platforms Inc | $522.8K | 0.5% |
| AMPHENOL CORP /DE | $502.7K | 0.5% |
| CISCO SYSTEMS, INC. | $501.1K | 0.5% |
| Tesla Inc | $499.2K | 0.5% |
| US BANCORP \DE | $489.2K | 0.5% |
| ASML HOLDING N V | $485.7K | 0.5% |
| ServiceNow Inc | $477.5K | 0.5% |
| TJX Cos Inc/The | $475.4K | 0.5% |
| MSCI Inc. | $463.6K | 0.5% |
| INTUIT INC. | $455.1K | 0.5% |
| EXXON MOBIL CORP | $450.4K | 0.5% |