Back to Wallace Advisory Group, LLC

Wallace Advisory Group, LLC

All holdings · as of Dec 31, 2025

128 positions

CompanyClassValueShares% of portfolio
Intuitive Surgical Inc$260.0K4590.3%
SPDR SERIES TRUST$256.4K2,8180.3%
Sony Group CorpSONYADR$254.5K9,9430.3%
AUTOZONE INC$254.4K750.3%
TENET HEALTHCARE CORP$253.4K1,2750.3%
AMERICAN INTERNATIONAL GROUP, INC.$250.7K2,9300.3%
BRISTOL MYERS SQUIBB CO$247.9K4,5960.3%
BARRICK MNG CORP$246.4K5,6580.3%
Eaton Corp plc$244.9K7690.3%
SPDR SERIES TRUST$243.3K1,7490.3%
APPLIED MATERIALS INC /DE$243.1K9460.3%
WASTE MANAGEMENT INC$238.4K1,0850.3%
CORNING INC /NY$235.4K2,6890.2%
SPDR INDEX SHS FDS$233.1K5,7060.2%
PEPSICO INC$232.1K1,6170.2%
SELECT SECTOR SPDR TR$228.9K1,5900.2%
VANGUARD TAX-MANAGED FDS$227.7K3,6450.2%
United Parcel Service Inc$226.3K2,2810.2%
VANGUARD INTL EQUITY INDEX F$226.2K4,2080.2%
SYNOPSYS INC$222.2K4730.2%
HOME DEPOT, INC.$213.3K6200.2%
Centene Corp$208.1K5,0560.2%
EMCOR Group Inc$204.9K3350.2%
QUALCOMM INC/DE$201.0K1,1750.2%
Copart Inc$200.7K5,1260.2%
COCA COLA CO$200.1K2,8620.2%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$167.2K10,5410.2%
Organon & Co.$84.0K11,7110.1%
← PrevPage 3 of 3Next →