Long-term investor
Wallace Advisory Group, LLC @wallaceadvisorygroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001932645).
Record
- Tracked since 2025-06-30 (470 days), 210 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months +5.3% · 1 year +7.3% · all +7.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MRK · 13.9% · long · since 2025-06-30
- CVX · 6.6% · long · since 2025-06-30
- 78468R663 · 4.3% · long · since 2025-06-30
- CI · 3.0% · long · since 2025-06-30
- 78462F103 · 2.6% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- GOOGL · 1.7% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- AVGO · 1.6% · long · since 2025-06-30
- 464287200 · 1.4% · long · since 2025-06-30