Wallace Advisory Group, LLC
RIA/Wealth
Wallace Advisory Group, LLC is a RIA/Wealth based in Lakeland, FL led by Hosler Lee Wall, reporting $186.0M in AUM as of Q3 2025 with MRK as the largest holding (7% allocation).
PresidentHosler Lee Wall
- Portfolio Value
- $124.1M
- Positions
- 167
- Top Holding
- MRK at 7.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Wallace Advisory Group, LLC's portfolio (31.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Drug Manufacturers - General Healthcare | $9.2M | 7.38% | -$27.6K Sold | 0.00% 115.7K shares | |
Oil & Gas Integrated Energy | $6.3M | 5.11% | -$97.9K Sold | 0.00% 44.3K shares | |
Specialty Retail Consumer Cyclical | $4.1M | 3.28% | -$1.3M Sold | 0.00% 18.6K shares | |
Medical - Healthcare Plans Healthcare | $3.9M | 3.13% | -$152.4K Sold | 0.00% 11.7K shares | |
ETF ETF | $3.8M | 3.10% | +$1.6M Bought | — 41.9K shares | |
Software - Infrastructure Technology | $2.9M | 2.34% | -$753.1K Sold | 0.00% 5.8K shares | |
ETF ETF | $2.4M | 1.95% | +$1.3M Bought | — 56.5K shares | |
Unknown Unknown | $2.3M | 1.89% | +$419.0K Bought | — 35.8K shares | |
ETF ETF | $2.2M | 1.81% | +$25.3K Bought | — 3.6K shares | |
Consumer Electronics Technology | $2.1M | 1.67% | -$887.4K Sold | 0.00% 10.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Wallace Advisory Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Wallace Advisory Group, LLC
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