WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Q1 2025 Filing

Filed May 8, 2025

Portfolio Value

$281.6M

Holdings

133

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (133 positions)

StockValue
CAPEDoubleline Shiller CAPE US Equity
$26.4M
USMViShares MSCI USA Min Vol Factor
$15.9M
JQUAJPMorgan US Quality Factor
$15.8M
SCHDSchwab US Dividend Equity ETF
$11.6M
RSPHInvesco S&P 500 Equal Weight Healthcare
$11.5M
AAPLApple
$10.8M
RSPInvesco S&P 500 Equal Weight
$10.2M
CSCOCisco
$7.5M
VYMVanguard High Dividend ETF
$7.1M
LMTLockheed Martin
$7.1M
RSPTInvesco S&P 500 Equal Weight Technology
$7.1M
MOAltria Group
$7.0M
GILDGilead Sciences
$6.3M
NVSNNovartis
$5.8M
JNPJuniper Networks
$5.8M
HIIHuntington Ingalls
$5.4M
GGenpact
$5.4M
HLIHoulihan Lokey
$4.8M
GSKGlaxoSmithKline
$4.7M
CTSHCognizant Technology Solutions Corp
$4.4M
MRKMerck & Co
$4.3M
IWFiShares Russell 1000 Growth
$4.1M
DGDollar General
$3.8M
GOOGLAlphabet A
$3.5M
MAMASTERCARD INCORPORATED CL A
$3.2M
ROSTRoss Stores Inc.
$3.2M
PFEPfizer Inc.
$3.2M
VOOVanguard S&P 500
$3.1M
IVViShares S&P 500
$3.1M
FLOFlowers Foods Inc.
$3.1M
PSAPublic Storage
$3.1M
ACNAccenture
$2.9M
LKQ1LKQ Corp
$2.9M
LYBLyondellBasell Industries N.V.
$2.9M
JPMJPMorgan Chase
$2.7M
MSFTMicrosoft
$2.6M
AMZNAmazon
$2.6M
OEFiShares S&P 100
$1.9M
IWDiShares Russell 1000 Value - ETF
$1.9M
VVISA INC COM CL A
$1.5M
7HPHP Inc.
$1.4M
PGPROCTER AND GAMBLE CO COM
$1.2M
EUSAiShares MSCI USA Equal Weight
$1.2M
IWYiShares Russell Top 200 Growth
$1.2M
IBMInternational Business Machines
$1.0M
METAMeta Platforms Inc.
$928K
MOATVanEck Morningstar Wide Moat
$848K
GOOGAlphabet C
$833K
VTIVANGUARD TOTAL STOCK MARKET ETF
$794K
VOVanguard Mid Cap Index
$794K
IOOiShares S&P Global 100
$761K
CSXCSX CORP COM
$756K
XOMEXXON MOBIL CORP COM
$747K
IWRiShares Russell Mid-Cap
$738K
IJHiShares S&P Mid-Cap - ETF
$725K
IWPiShares Russell Mid-Cap Growth
$722K
SPGPInvesco S&P 500 GARP
$710K
DLYDOUBLELINE YIELD OPPORTUNITIES COM
$646K
WFCWells Fargo
$637K
ABBVAbbvie
$630K
LLYELI LILLY & CO COM
$590K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$583K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$553K
GBTCGRAYSCALE BITCOIN TRUST ETF
$548K
TJXTJX COS INC NEW COM
$534K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$524K
MPLXMPLX LP COM UNIT REP LTD
$504K
HPEHewlett Packard Enterprise
$498K
DSLDOUBLELINE INCOME SOLUTIONS FD COM
$494K
EDCONSOLIDATED EDISON INC COM
$490K
SLYGSPDR S&P 600 Small Cap Growth
$485K
RLIRLI CORP COM
$482K
COSTCOSTCO WHSL CORP NEW COM
$475K
TSLATesla
$473K
MCDMCDONALDS CORP COM
$466K
KMIKINDER MORGAN INC DEL COM
$442K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$440K
HDHome Depot
$429K
TMUST-Mobile US Inc.
$427K
EHCENCOMPASS HEALTH CORP COM
$425K
VOEVanguard Mid-Cap Value
$406K
ETENERGY TRANSFER L P COM UT LTD PTN
$405K
IVWiShares S&P 500 Growth - ETF
$403K
CMECME
$377K
SGRYSURGERY PARTNERS INC COM
$371K
PEPPepsiCo
$357K
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST
$356K
EPDENTERPRISE PRODS PARTNERS L P COM
$354K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$354K
APOAPOLLO GLOBAL MGMT INC COM
$345K
NVDANVIDIA CORPORATION COM
$338K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$333K
OKEONEOK INC NEW COM
$331K
IGMiShares Expanded Tech Sector ETF
$331K
IWViShares Russell 3000
$327K
SPYSPDR S&P 500 ETF TRUST
$317K
HYTBLACKROCK CORPOR HI YLD FD INC COM
$310K
PLTRPALANTIR TECHNOLOGIES INC CL A
$305K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$298K
NDQINVESCO QQQ TRUST SERIES I
$298K
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