Wallace Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $447.9K | 0.5% |
| Zoetis Inc. | $437.2K | 0.5% |
| SHELL PLC | $436.3K | 0.5% |
| IDEXX LABORATORIES INC /DE | $433.7K | 0.5% |
| AbbVie Inc. | $430.2K | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $423.9K | 0.4% |
| AT&T INC. | $419.6K | 0.4% |
| SPDR SERIES TRUST | $409.1K | 0.4% |
| BANK OF AMERICA CORP /DE | $393.1K | 0.4% |
| RTX Corp | $386.4K | 0.4% |
| iShares MSCI UAE ETF | $384.7K | 0.4% |
| DIMENSIONAL ETF TRUST | $383.2K | 0.4% |
| LOWES COMPANIES INC | $382.0K | 0.4% |
| FREEPORT-MCMORAN INC | $375.8K | 0.4% |
| Warren E. Buffett | $375.0K | 0.4% |
| Booking Holdings Inc | $374.9K | 0.4% |
| GENERAL ELECTRIC CO | $371.2K | 0.4% |
| SPDR SERIES TRUST | $358.9K | 0.4% |
| ISHARES TR | $349.5K | 0.4% |
| THERMO FISHER SCIENTIFIC INC. | $348.8K | 0.4% |
| EPAM Systems, Inc. | $343.4K | 0.4% |
| ISHARES TR | $341.7K | 0.4% |
| SPDR SERIES TRUST | $341.3K | 0.4% |
| ABBOTT LABORATORIES | $341.3K | 0.4% |
| STARBUCKS CORP | $340.5K | 0.4% |
| Accenture plc | $339.9K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $336.6K | 0.4% |
| CVS HEALTH Corp | $335.4K | 0.4% |
| American Tower Corp | $330.1K | 0.3% |
| The Boeing Company | $329.6K | 0.3% |
| ADOBE INC. | $322.0K | 0.3% |
| Morgan Stanley | $321.9K | 0.3% |
| SPDR SERIES TRUST | $321.7K | 0.3% |
| AppLovin Corp | $315.3K | 0.3% |
| Aon plc | $312.3K | 0.3% |
| AES CORP | $302.8K | 0.3% |
| S&P Global Inc. | $302.1K | 0.3% |
| Airbnb, Inc. | $294.1K | 0.3% |
| SOUTHWEST AIRLINES CO | $293.0K | 0.3% |
| CITIGROUP INC | $291.1K | 0.3% |
| SPDR SERIES TRUST | $289.7K | 0.3% |
| PFIZER INC | $288.6K | 0.3% |
| PG&E Corp | $280.8K | 0.3% |
| Mondelez International, Inc. | $276.0K | 0.3% |
| MercadoLibre, Inc. | $276.0K | 0.3% |
| TechnipFMC plc | $273.6K | 0.3% |
| Williams Cos Inc/The | $272.7K | 0.3% |
| INVESCO QQQ TR | $272.6K | 0.3% |
| CONSTELLATION BRANDS, INC. | $267.4K | 0.3% |
| SPDR SERIES TRUST | $263.1K | 0.3% |