Wallace Advisory Group, LLC
Wallace Advisory Group, LLC is an investment adviser headquartered in Lafayette, California. Founded in California, the firm manages assets for approximately 140 clients, primarily high net worth individuals, and charitable organizations. With a small team of 2 employees, Wallace Advisory Group provides personalized advisory services within the wealth management space.
Investment Strategy
Wallace Advisory Group, LLC focuses on discretionary portfolio management for high net worth individuals and select charitable organizations. Their strategy involves actively selecting a diversified mix of securities across sectors, with a notable concentration in large-cap stocks and technology companies. The firm tailors investment solutions based on client objectives and risk profiles, aiming for long-term capital preservation and growth.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MRK | MERCK & CO INC | 7.36% | $9.2M | 115,664 | $110.89 | $83.93 | -$1.3M |
C CVX | CHEVRON CORP NEW | 5.10% | $6.3M | 44,290 | $177.91 | $155.29 | -$1.2M |
A AMZN | AMAZON COM INC | 3.28% | $4.1M | 18,583 | $95.32 | $219.57 | -$612.2K |
C CI | THE CIGNA GROUP | 3.12% | $3.9M | 11,735 | $331.31 | $288.25 | -$133.1K |
B BIL | SPDR SERIES TRUST | 3.09% | $3.8M | 41,896 | $91.68 | $91.75 | +$1.6M |