Wallace Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CVS HEALTH Corp | $335.4K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $336.6K | 0.4% |
| Accenture plc | $339.9K | 0.4% |
| STARBUCKS CORP | $340.5K | 0.4% |
| ABBOTT LABORATORIES | $341.3K | 0.4% |
| SPDR SERIES TRUST | $341.3K | 0.4% |
| ISHARES TR | $341.7K | 0.4% |
| EPAM Systems, Inc. | $343.4K | 0.4% |
| THERMO FISHER SCIENTIFIC INC. | $348.8K | 0.4% |
| ISHARES TR | $349.5K | 0.4% |
| SPDR SERIES TRUST | $358.9K | 0.4% |
| GENERAL ELECTRIC CO | $371.2K | 0.4% |
| Booking Holdings Inc | $374.9K | 0.4% |
| Warren E. Buffett | $375.0K | 0.4% |
| FREEPORT-MCMORAN INC | $375.8K | 0.4% |
| LOWES COMPANIES INC | $382.0K | 0.4% |
| DIMENSIONAL ETF TRUST | $383.2K | 0.4% |
| iShares MSCI UAE ETF | $384.7K | 0.4% |
| RTX Corp | $386.4K | 0.4% |
| BANK OF AMERICA CORP /DE | $393.1K | 0.4% |
| SPDR SERIES TRUST | $409.1K | 0.4% |
| AT&T INC. | $419.6K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $423.9K | 0.4% |
| AbbVie Inc. | $430.2K | 0.5% |
| IDEXX LABORATORIES INC /DE | $433.7K | 0.5% |
| SHELL PLC | $436.3K | 0.5% |
| Zoetis Inc. | $437.2K | 0.5% |
| ISHARES TR | $447.9K | 0.5% |
| EXXON MOBIL CORP | $450.4K | 0.5% |
| INTUIT INC. | $455.1K | 0.5% |
| MSCI Inc. | $463.6K | 0.5% |
| TJX Cos Inc/The | $475.4K | 0.5% |
| ServiceNow Inc | $477.5K | 0.5% |
| ASML HOLDING N V | $485.7K | 0.5% |
| US BANCORP \DE | $489.2K | 0.5% |
| Tesla Inc | $499.2K | 0.5% |
| CISCO SYSTEMS, INC. | $501.1K | 0.5% |
| AMPHENOL CORP /DE | $502.7K | 0.5% |
| Meta Platforms Inc | $522.8K | 0.5% |
| Salesforce Inc | $535.4K | 0.6% |
| JPMORGAN CHASE & CO | $558.1K | 0.6% |
| DIREXION SHS ETF TR | $565.6K | 0.6% |
| Philip Morris International Inc. | $598.9K | 0.6% |
| JD.com,Inc.JD | $600.5K | 0.6% |
| WELLS FARGO & COMPANY/MN | $632.2K | 0.7% |
| ISHARES TR | $681.8K | 0.7% |
| SPDR SERIES TRUST | $684.7K | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $693.6K | 0.7% |
| VERIZON COMMUNICATIONS INC | $749.3K | 0.8% |
| SHOPIFY INC | $804.0K | 0.8% |