Walled Lake Planning & Wealth Management, LLC Sells in Q3 2025

Walled Lake Planning & Wealth Management, LLC

  • $250 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-26.8K
- 70.75%
$45.38 - $71.7 $1.22M - $1.92M
11.1K $615K
FLO
Flowers Foods Inc

Consumer Defensive
-113K
- 68.22%
$12.68 - $16.76 $1.43M - $1.89M
52.6K $686K
LKQ
Lkq Corp

Consumer Cyclical
-48.8K
- 71.56%
$29.24 - $39.21 $1.43M - $1.91M
19.4K $592K
CTSH
Cognizant Technology Solutions Corp

Technology
-2.2K
- 3.82%
$66.67 - $80.98 $147K - $178K
55.5K $3.72M
DG
Dollar General Corp

Consumer Defensive
-1.86K
- 4.3%
$101.86 - $116.32 $189K - $216K
41.3K $4.27M
ACN
Accenture PLC

Technology
-325
- 3.69%
$232.56 - $304.78 $75.6K - $99.1K
8.49K $2.09M
CAPE
Barclays Bank PLC

ETFs
-36.3K
- 4.16%
$31.31 - $32.86 $1.14M - $1.19M
837K $27.3M
G
Genpact LTD

Technology
-4.69K
- 4.43%
$41.06 - $46.13 $193K - $216K
101K $4.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-4.19K
- 49.89%
$82.96 - $95.7 $348K - $401K
4.21K $378K
GILD
Gilead Sciences, Inc.

Healthcare
-2.59K
- 4.58%
$108.22 - $120.47 $280K - $312K
53.9K $5.99M
PSA
Public Storage

Real Estate
-413
- 3.97%
$271.94 - $298.09 $112K - $123K
9.99K $2.89M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.8K
- 2.2%
$92.18 - $95.14 $350K - $361K
168K $16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.84K
- 22.7%
$55.61 - $57.37 $103K - $106K
6.28K $358K
V
Visa Inc.

Financial Services
-94
- 2.3%
$332.09 - $358.86 $31.2K - $33.7K
4K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-254
- 3.31%
$150.47 - $161.22 $38.2K - $40.9K
7.42K $1.14M
DAVEW
Dave Inc

Technology
-21K
- 32.01%
$1.09 - $2.16 $22.9K - $45.4K
44.6K $48K
IBM
International Business Machines Corp

Technology
-37
- 0.81%
$234.77 - $292.47 $8.69K - $10.8K
4.54K $1.28M
META
Meta Platforms, Inc.

Communication Services
-81
- 5.3%
$695.21 - $791.73 $56.3K - $64.1K
1.45K $1.06M
PLTR
Palantir Technologies Inc.

Technology
-1K
- 27.69%
$130.68 - $186.97 $131K - $187K
2.61K $476K
GDRX
Good Rx Holdings, Inc.

Healthcare
-1.05K
- 9.51%
$3.47 - $5.12 $3.66K - $5.4K
10K $42K
XOM
Exxon Mobil Corp

Energy
-391
- 5.84%
$105.83 - $117.22 $41.4K - $45.8K
6.31K $711K
UBER
Uber Technologies, Inc

Technology
-200
- 8.33%
$86.91 - $99.57 $17.4K - $19.9K
2.2K $215K
TMUS
T Mobile Us, Inc.

Communication Services
-32
- 2.04%
$226.02 - $259.01 $7.23K - $8.29K
1.54K $368K
OEF
Ishares S&P 100 ETF

ETFs
-16
- 0.23%
N/A
7.06K $1.88M
AMZN
Amazon Com Inc

Consumer Cyclical
-15
- 0.11%
$211.65 - $238.24 $3.17K - $3.57K
13.3K $2.93M
IVW
Ishares S&P 500 Growth ETF

ETFs
-375
- 8.84%
$108.97 - $121.65 $40.9K - $45.6K
3.87K $466K
Glaxo Smith Kline
-4.99K
- 4.03%
N/A
119K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-7.19K
- 3.52%
N/A
197K $0
NVS
Novartis Ag

Healthcare
-2.91K
- 5.51%
$113.5 - $129.73 $330K - $377K
49.8K $6.39M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-76
- 2.22%
$91.28 - $97.59 $6.94K - $7.42K
3.35K $321K
VOE
Vanguard Mid Cap Value Index F

ETFs
-57
- 2.28%
$164.63 - $174.58 $9.38K - $9.95K
2.45K $427K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11
- 1.79%
$420.11 - $472.68 $4.62K - $5.2K
603 $282K
PFE
Pfizer Inc

Healthcare
-4.86K
- 3.89%
$23.29 - $25.88 $113K - $126K
120K $3.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-99
- 0.82%
$62.09 - $66.51 $6.15K - $6.58K
11.9K $777K
MA
Mastercard Inc

Financial Services
-3
- 0.05%
$550.18 - $598.96 $1.65K - $1.8K
5.92K $3.37M
VTI
Vanguard Total Stock Market Et

ETFs
-106
- 3.48%
$303.93 - $329.86 $32.2K - $35K
2.94K $964K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-81
- 0.64%
$99.08 - $103.57 $8.03K - $8.39K
12.7K $1.3M
TJX
Tjx Companies Inc

Consumer Cyclical
-129
- 4.13%
$121.35 - $144.54 $15.7K - $18.6K
3K $433K
NVDA
Nvidia Corp

Technology
-149
- 4.85%
$153.3 - $186.58 $22.8K - $27.8K
2.92K $545K
MRK
Merck & Co., Inc.

Healthcare
-1.88K
- 3.88%
$77.6 - $87.37 $146K - $165K
46.7K $3.92M
JPM
Jpmorgan Chase & CO

Financial Services
-478
- 5.39%
$282.78 - $316.06 $135K - $151K
8.4K $2.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
-43
- 0.43%
$192.76 - $203.86 $8.29K - $8.77K
10K $2.04M
HPQ
Hp Inc

Technology
-1.36K
- 2.76%
$24.45 - $29.35 $33.1K - $39.8K
47.8K $1.3M
MSFT
Microsoft Corp

Technology
-67
- 0.96%
$491.09 - $535.64 $32.9K - $35.9K
6.92K $3.58M
IVV
Ishares Core S&P 500 ETF

ETFs
-149
- 3.25%
$620.67 - $670.08 $92.5K - $99.8K
4.44K $2.97M
GOOGL
Alphabet Inc.

Communication Services
-4.69K
- 24.08%
$174.36 - $254.72 $818K - $1.2M
14.8K $3.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-14K
- 3.81%
$59.61 - $63.09 $836K - $884K
354K $22.3M
GOOG
Alphabet Inc.

Communication Services
-209
- 5.02%
$175.16 - $255.24 $36.6K - $53.3K
3.95K $962K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.22K
- 2.0%
$181.56 - $190.33 $221K - $231K
59.6K $11.3M
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
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