Walled Lake Planning & Wealth Management, LLC Incresed Positions in Q3 2025

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.9K
+ 7.39%
$26.38 - $27.95 $816K - $865K
450K $12.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
730
+ 107.2%
$546.99 - $602.2 $399K - $440K
1.41K $847K
AVGO
Broadcom Inc.

Technology
362
+ 9.83%
$264.74 - $369.57 $95.8K - $134K
4.04K $1.33M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
121
+ 2.23%
$567.77 - $614.76 $68.7K - $74.4K
5.54K $3.39M
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.07%
$184.85 - $231.54 $370 - $463
3.01K $697K
HPE
Hewlett Packard Enterprise CO

Technology
38
+ 0.12%
$19.81 - $25.24 $753 - $959
32.4K $795K
ORCL
Oracle Corp

Technology
2
+ 0.1%
$218.96 - $328.33 $438 - $657
2.08K $585K
IOO
Ishares Tr Global 100 ETF

ETFs
219
+ 3.19%
$107.55 - $120.01 $23.6K - $26.3K
7.08K $849K
UTG
Reaves Utility Income Fund

Financial Services
1.34K
+ 9.54%
$35.81 - $39.62 $48K - $53.1K
15.4K $609K
DSL
Double Line Income Solutions Fund

Financial Services
8.11K
+ 20.63%
$11.99 - $12.67 $97.3K - $103K
47.4K $582K
IWR
Ishares Russell Mid Cap ETF

ETFs
339
+ 4.65%
$92.26 - $97.51 $31.3K - $33.1K
7.63K $736K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
314
+ 4.36%
$85.93 - $92.12 $27K - $28.9K
7.52K $683K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
197
+ 3.12%
$107.27 - $113.94 $21.1K - $22.4K
6.52K $740K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
273
+ 5.48%
$87.69 - $96.0 $23.9K - $26.2K
5.25K $495K
JNJ
Johnson & Johnson

Healthcare
4
+ 0.26%
$155.17 - $185.42 $621 - $742
1.52K $281K
GE
General Electric CO

Industrials
1
+ 0.09%
$244.75 - $305.63 $245 - $306
1.15K $345K
IWP
Ishares Russell Mid Cap Growth

ETFs
198
+ 3.89%
$137.51 - $145.26 $27.2K - $28.8K
5.29K $752K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.42%
$357.4 - $423.42 $1.79K - $2.12K
1.18K $478K
BX
Blackstone Inc.

Financial Services
10
+ 0.51%
$152.77 - $188.68 $1.53K - $1.89K
1.98K $338K
CSX
Csx Corp

Industrials
51
+ 0.4%
$32.05 - $36.52 $1.63K - $1.86K
12.9K $457K
BST
Black Rock Science & Technology Trust

Financial Services
162
+ 1.89%
$38.01 - $41.55 $6.16K - $6.73K
8.75K $362K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.19%
$351.04 - $379.81 $702 - $760
1.04K $394K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
10
+ 0.14%
$50.79 - $54.95 $508 - $550
7.32K $401K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.18%
$617.65 - $666.84 $618 - $667
569 $379K
WMT
Walmart Inc.

Consumer Defensive
9
+ 0.19%
$94.4 - $104.27 $850 - $938
4.77K $491K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 1.83%
$108.46 - $120.63 $3.69K - $4.1K
1.89K $224K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.13%
$133.81 - $152.16 $401 - $456
2.39K $335K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.2%
$291.67 - $316.99 $875 - $951
1.5K $454K
EHC
Encompass Health Corp

Healthcare
1
+ 0.02%
$107.13 - $127.02 $107 - $127
4.19K $532K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
194
+ 2.37%
N/A
8.38K $719K
ED
Consolidated Edison Inc

Utilities
20
+ 0.87%
$95.57 - $105.36 $1.91K - $2.11K
2.31K $232K
RYH
Invesco S&P 500 Equal Weight H

ETFs
6.05K
+ 1.48%
N/A
414K $0
Pimco Ultra Short Government ETF
22.7K
+ 9.92%
N/A
251K $0
PEG
Public Service Enterprise Group Inc

Utilities
24
+ 0.74%
$79.99 - $90.14 $1.92K - $2.16K
3.27K $272K
DLR
Digital Realty Trust, Inc.

Real Estate
12
+ 0.68%
$161.21 - $180.02 $1.93K - $2.16K
1.79K $308K
T
At&T Inc.

Communication Services
18
+ 0.22%
$26.94 - $29.62 $485 - $533
8.31K $234K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.14%
$625.65 - $812.69 $626 - $813
715 $545K
ARCC
Ares Capital Corp

Financial Services
234
+ 2.27%
$20.41 - $23.25 $4.78K - $5.44K
10.6K $215K
APO
Apollo Global Management, Inc.

Financial Services
8
+ 0.34%
$131.55 - $156.05 $1.05K - $1.25K
2.38K $317K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.08%
$157.77 - $183.27 $158 - $183
1.27K $205K
OKE
Oneok Inc

Energy
46
+ 1.36%
$71.36 - $83.47 $3.28K - $3.84K
3.42K $249K
ARES
Ares Management Corp

Financial Services
12
+ 0.59%
$159.89 - $192.76 $1.92K - $2.31K
2.06K $328K
ET
Energy Transfer LP

Energy
80
+ 0.29%
$17.11 - $18.16 $1.37K - $1.45K
28.1K $482K
CMCSA
Comcast Corp

Communication Services
64
+ 0.82%
$31.41 - $36.33 $2.01K - $2.33K
7.89K $247K
Activity Summary
Buys All Purchases 53 New Holdings 8 Increased Positions 45 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email