Filer Name: WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK: 1812177
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 131
Portfolio Value: $0.27B

Walled Lake Planning & Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CAPE US DOUBLELINE SHILLER CAPE US 866,211 $26M 9.66% 1.5% -
USMV US ISHARES MSCI USA MIN VOL FAC 166,151 $15M 5.49% 3.1% -
AAPL US APPLE INC 50,507 $13M 4.71% 1.8% -
SCHD US SCHWAB US DVD EQUITY ETF 415,640 $11M 4.23% 205.3% -
RSPH US INVESCO S&P 500 EQUAL WEIGHT 365,639 $11M 3.99% 5.3% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 55,657 $10M 3.63% 5.6% -
IWF US ISHARES RUSSELL 1000 GROWTH 24,142 $10M 3.61% -1.6% -
GILD US GILEAD SCIENCES INC 85,435 $8M 2.94% 1.4% -
RSPT US INVESCO S&P 500 EQUAL WEIGHT 208,461 $8M 2.90% -1.0% -
LMT US LOCKHEED MARTIN CORP 15,849 $8M 2.87% 1.3% -
CSCO US CISCO SYSTEMS INC 124,552 $7M 2.74% 0.9% -
VYM US VANGUARD HIGH DVD YIELD ETF 55,745 $7M 2.65% 1.3% -
JNPR US JUNIPER NETWORKS INC 164,524 $6M 2.29% -0.2% -
MO US ALTRIA GROUP INC 117,026 $6M 2.28% 3.7% -
HLI US HOULIHAN LOKEY INC 29,620 $5M 1.91% -34.2% -
NVS US NOVARTIS AG-SPONSORED ADR 52,399 $5M 1.90% 1.2% -
MRK US MERCK & CO. INC. 46,640 $5M 1.73% 2.1% -
G US GENPACT LTD 108,287 $5M 1.73% 1.4% -
HII US HUNTINGTON INGALLS INDUSTRIE 24,279 $5M 1.71% -4.1% -
CTSH US COGNIZANT TECH SOLUTIONS-A 57,986 $4M 1.66% 1.5% -
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