Walled Lake Planning & Wealth Management, LLC Purchases in Q2 2024

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
180K
New
$51.23 - $54.89 $9.2M - $9.85M
180K $9.42M
CTSH
Cognizant Technology Solutions Corp

Technology
50.7K
+ 821.99%
$64.26 - $71.84 $3.26M - $3.64M
56.9K $3.87M
MSFT
Microsoft Corp

Technology
1.57K
+ 29.17%
$389.33 - $452.85 $613K - $713K
6.97K $3.12M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.08K
+ 3.98%
$79.92 - $84.63 $486K - $514K
159K $13.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.59K
New
$76.09 - $82.16 $425K - $459K
5.59K $437K
SPY
Spdr S&P 500 ETF Trust

ETFs
795
New
$495.16 - $548.49 $394K - $436K
795 $432K
PEP
Pepsico Inc

Consumer Defensive
2.3K
New
$163.33 - $183.11 $376K - $422K
2.3K $379K
NVDA
Nvidia Corp

Technology
2.82K
New
$118.11 - $1224.4 $333K - $3.46M
2.82K $348K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
364
+ 6.75%
$455.1 - $504.28 $166K - $184K
5.76K $2.88M
IVV
Ishares Core S&P 500 ETF

ETFs
339
+ 7.23%
$497.53 - $549.64 $169K - $186K
5.03K $2.75M
IWY
Ishares Tr Russell 200 Growth

ETFs
257
+ 2.4%
$183.56 - $216.15 $47.2K - $55.6K
11K $2.35M
NEP
Nextera Energy Partners, LP

Utilities
9.22K
New
$27.0 - $34.55 $249K - $319K
9.22K $254K
WMT
Walmart Inc.

Consumer Defensive
3.18K
New
$58.85 - $68.9 $187K - $219K
3.18K $215K
AMZN
Amazon Com Inc

Consumer Cyclical
216
+ 1.63%
$173.67 - $197.85 $37.5K - $42.7K
13.5K $2.6M
IVE
Ishares S&P 500 Value ETF

ETFs
1.15K
New
$176.58 - $186.7 $202K - $214K
1.15K $208K
APO
Apollo Global Management, Inc.

Financial Services
1.77K
New
$107.3 - $118.77 $190K - $210K
1.77K $208K
PHT
Pioneer High Income Fund, Inc.

Financial Services
26.9K
New
$7.26 - $7.66 $195K - $206K
26.9K $202K
PG
Procter & Gamble CO

Consumer Defensive
904
+ 13.31%
$155.33 - $168.56 $140K - $152K
7.7K $1.27M
DSL
Double Line Income Solutions Fund

Financial Services
13.6K
+ 53.73%
$11.89 - $12.83 $162K - $175K
39.1K $488K
QQQ
Invesco Qqq Trust, Series 1

ETFs
302
+ 63.31%
$414.65 - $485.21 $125K - $147K
779 $373K
JPM
Jpmorgan Chase & CO

Financial Services
703
+ 16.81%
$180.08 - $204.79 $127K - $144K
4.89K $988K
JNJ
Johnson & Johnson

Healthcare
1.16K
+ 75.74%
$144.38 - $157.78 $167K - $182K
2.68K $391K
OEF
Ishares S&P 100 ETF

ETFs
60
+ 0.85%
$234.68 - $265.99 $14.1K - $16K
7.12K $1.88M
IOO
Ishares Tr Global 100 ETF

ETFs
936
+ 15.53%
$85.21 - $97.45 $79.8K - $91.2K
6.96K $672K
XOM
Exxon Mobil Corp

Energy
1.11K
+ 33.78%
$108.36 - $122.2 $121K - $136K
4.41K $507K
PFE
Pfizer Inc

Healthcare
3.01K
+ 2.41%
$25.26 - $29.6 $76K - $89K
128K $3.58M
HPE
Hewlett Packard Enterprise CO

Technology
42
+ 0.14%
$16.44 - $21.84 $690 - $917
30.5K $645K
LLY
Eli Lilly & CO

Healthcare
20
+ 2.96%
$724.87 - $909.04 $14.5K - $18.2K
695 $629K
IGM
Ishares Expanded Tech Sector E

ETFs
570
+ 9.62%
$80.02 - $95.38 $45.6K - $54.4K
6.49K $612K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
34.8K
New
$2.7 - $2.96 $94K - $103K
34.8K $101K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.69K
+ 20.79%
$55.45 - $57.39 $93.7K - $96.9K
9.81K $556K
ET
Energy Transfer LP

Energy
4.45K
+ 22.31%
$15.1 - $16.25 $67.2K - $72.3K
24.4K $395K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.01K
+ 25.22%
$81.25 - $88.21 $82.3K - $89.4K
5.03K $431K
VO
Vanguard Mid Cap ETF

ETFs
404
+ 18.09%
$234.99 - $248.98 $94.9K - $101K
2.64K $638K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
951
+ 18.97%
$99.32 - $106.72 $94.5K - $101K
5.96K $612K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.2K
+ 19.15%
$78.66 - $83.59 $94.2K - $100K
7.45K $603K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.11K
+ 15.54%
$83.97 - $89.72 $93.3K - $99.7K
8.26K $715K
IWP
Ishares Russell Mid Cap Growth

ETFs
803
+ 17.24%
$105.7 - $113.43 $84.9K - $91.1K
5.46K $602K
MPLX
Mplx LP

Energy
1K
+ 9.56%
$39.66 - $42.59 $39.7K - $42.6K
11.5K $488K
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 2.34%
$245.23 - $269.4 $15K - $16.4K
2.67K $714K
IWD
Ishares Russell 1000 Val ETF

ETFs
475
+ 4.75%
$169.4 - $179.05 $80.5K - $85K
10.5K $1.83M
EPD
Enterprise Products Partners L.P.

Energy
1.26K
+ 10.94%
$27.74 - $29.88 $35K - $37.6K
12.8K $370K
TTD
Trade Desk, Inc.

Technology
71
+ 2.78%
$77.3 - $99.25 $5.49K - $7.05K
2.63K $256K
ORCL
Oracle Corp

Technology
4
+ 0.19%
$113.75 - $144.64 $455 - $579
2.06K $290K
KMI
Kinder Morgan, Inc.

Energy
12
+ 0.07%
$17.69 - $20.11 $212 - $241
17.1K $339K
WFC
Wells Fargo & Company

Financial Services
77
+ 0.87%
$56.41 - $62.34 $4.34K - $4.8K
8.95K $531K
DLR
Digital Realty Trust, Inc.

Real Estate
14
+ 0.82%
$135.75 - $152.05 $1.9K - $2.13K
1.72K $261K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
20
+ 0.28%
$40.47 - $44.95 $809 - $899
7.23K $322K
EHC
Encompass Health Corp

Healthcare
1
+ 0.02%
$78.62 - $87.09 $78.6 - $87.1
4.19K $359K
Activity Summary
Buys All Purchases 62 New Holdings 12 Increased Positions 50 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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