Walled Lake Planning & Wealth Management, LLC Purchases in Q4 2024

Walled Lake Planning & Wealth Management, LLC

$245 Million
Q4 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IBM International Business Machines Corp Technology	19 + 0.47%	$204.9 - $238.04 $3.89K - $4.52K	4.06K $893K
ORCL Oracle Corp Technology	27 + 1.31%	$165.41 - $192.43 $4.47K - $5.2K	2.09K $348K
DSL Double Line Income Solutions Fund Financial Services	155 + 0.4%	$12.32 - $13.0 $1.91K - $2.02K	39.4K $494K
HD Home Depot, Inc. Consumer Cyclical	3 + 0.23%	$385.02 - $431.37 $1.16K - $1.29K	1.32K $512K
MCD Mcdonalds Corp Consumer Cyclical	2 + 0.13%	$288.47 - $316.54 $577 - $633	1.51K $438K
JNJ Johnson & Johnson Healthcare	6 + 0.37%	$143.34 - $165.86 $860 - $995	1.62K $233K
PEG Public Service Enterprise Group Inc Utilities	1 + 0.02%	$81.87 - $94.51 $81.9 - $94.5	6.37K $537K
PG Procter & Gamble CO Consumer Defensive	9 + 0.12%	$161.05 - $179.7 $1.45K - $1.62K	7.5K $1.26M
ED Consolidated Edison Inc Utilities	2 + 0.05%	$88.87 - $107.38 $178 - $215	4.43K $395K
HPQ Hp Inc Technology	1.59K + 3.34%	$32.46 - $39.3 $51.5K - $62.4K	49.1K $1.6M
SCHD Schwab Strategic Tr Us Dividen ETFs	280K + 205.31%	$26.93 - $84.95 $7.53M - $23.7M	416K $11.4M
FLO Flowers Foods Inc Consumer Defensive	3.64K + 2.3%	$20.4 - $23.31 $74.2K - $84.8K	162K $3.34M
MRK Merck & Co., Inc. Healthcare	942 + 2.06%	$96.31 - $114.76 $90.7K - $108K	46.6K $4.64M
NVS Novartis Ag Healthcare	604 + 1.17%	$96.78 - $117.18 $58.5K - $70.8K	52.4K $5.1M
LMT Lockheed Martin Corp Industrials	209 + 1.34%	$479.66 - $614.62 $100K - $128K	15.8K $7.7M

Activity Summary All Purchases 65 New Holdings 6 Increased Positions 59 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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