StockDriftsStockDriftsTop 50 Wallace Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 14.83% | 115.4K | $13.9M | -0.02%(-21) | $98.53(+15.15%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 9.26% | 41.9K | $8.7M | -0.66%(-280) | $161.11(+15.45%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 7.97% | 81.4K | $7.5M | +262.69%(+58.95K) | $91.57(-0.08%) | 2026-03-31 | |
| CI | THE CIGNA GROUP | 3.33% | 11.7K | $3.1M | -0.12%(-14) | $304.45(-1.23%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.5% | 3.6K | $2.3M | -2.60%(-96) | $420.39(+76.58%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.17% | 9.7K | $2.0M | -15.72%(-1.82K) | $99.15(+172.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.08% | 7.7K | $1.9M | -6.46%(-529) | $170.35(+75.45%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.89% | 4.8K | $1.8M | -5.07%(-255) | $288.20(+40.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.83% | 9.8K | $1.7M | +15.12%(+1.29K) | $69.08(+226.91%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.61% | 6.2K | $1.5M | -8.64%(-583) | $166.21(+38.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.89% |
| Top 20 Holdings Unweighted | +12.19% | +41.22% |
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