WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$306.5B

Holdings

141

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (141 positions)

StockValue
CAPEDoubleline Shiller CAPE US Equity
$27.8M
BILZPimco Ultra Short Government ETF
$23.1M
JQUAJPMorgan US Quality Factor
$22.1M
USMViShares MSCI USA Min Vol Factor
$16.2M
RSPHInvesco S&P 500 Equal Weight Healthcare
$11.9M
SCHDSchwab US Dividend Equity ETF
$11.1M
RSPInvesco S&P 500 Equal Weight
$11.1M
AAPLApple
$9.8M
RSPTInvesco S&P 500 Equal Weight Technology
$8.3M
MOAltria Group
$6.9M
HIIHuntington Ingalls
$6.5M
NVSNNovartis
$6.4M
JNPJuniper Networks
$6.3M
GILDGilead Sciences
$6.3M
LMTLockheed Martin
$5.7M
CSCOCisco
$5.5M
HLIHoulihan Lokey
$5.3M
DGDollar General
$4.9M
GSKGlaxoSmithKline
$4.8M
GGenpact
$4.7M
CTSHCognizant Technology Solutions Corp
$4.5M
MRKMerck & Co
$3.8M
MSFTMicrosoft
$3.5M
GOOGLAlphabet A
$3.4M
MAMASTERCARD INCORPORATED CL A
$3.3M
ROSTRoss Stores Inc.
$3.2M
VOOVanguard S&P 500
$3.1M
PSAPublic Storage
$3.1M
PFEPfizer Inc.
$3.0M
AMZNAmazon
$2.9M
IVViShares S&P 500
$2.8M
FLOFlowers Foods Inc.
$2.6M
ACNAccenture
$2.6M
NVONovo Nordisk
$2.6M
JPMJPMorgan Chase
$2.6M
LKQ1LKQ Corp
$2.5M
LYBLyondellBasell Industries N.V.
$2.4M
OEFiShares S&P 100
$2.2M
IWDiShares Russell 1000 Value - ETF
$2.0M
VVISA INC COM CL A
$1.5M
IBMInternational Business Machines
$1.3M
EUSAiShares MSCI USA Equal Weight
$1.3M
PGPROCTER AND GAMBLE CO COM
$1.2M
7HPHP Inc.
$1.2M
METAMeta Platforms Inc.
$1.1M
AVGOBROADCOM INC COM
$1.0M
VTIVANGUARD TOTAL STOCK MARKET ETF
$926K
MOATVanEck Morningstar Wide Moat
$768K
IJHiShares S&P Mid-Cap - ETF
$745K
IOOiShares S&P Global 100
$740K
GOOGAlphabet C
$738K
VOVanguard Mid Cap Index
$723K
XOMEXXON MOBIL CORP COM
$722K
GBTCGRAYSCALE BITCOIN TRUST ETF
$713K
WFCWells Fargo
$711K
IWPiShares Russell Mid-Cap Growth
$706K
SPGPInvesco S&P 500 GARP
$681K
IWRiShares Russell Mid-Cap
$671K
HPEHewlett Packard Enterprise
$661K
DLYDOUBLELINE YIELD OPPORTUNITIES COM
$626K
WTVWisdomTree US Value
$622K
TSLATesla
$573K
ABBVAbbvie
$559K
LLYELI LILLY & CO COM
$557K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$532K
EHCENCOMPASS HEALTH CORP COM
$514K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$508K
ETENERGY TRANSFER L P COM UT LTD PTN
$508K
PLTRPALANTIR TECHNOLOGIES INC CL A
$492K
MPLXMPLX LP COM UNIT REP LTD
$485K
NVDANVIDIA CORPORATION COM
$485K
DSLDOUBLELINE INCOME SOLUTIONS FD COM
$481K
IVWiShares S&P 500 Growth - ETF
$467K
WMTWALMART INC COM
$465K
IAUMISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST
$463K
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF
$462K
KMIKINDER MORGAN INC DEL COM
$456K
ORCLORACLE CORP COM
$454K
COSTCOSTCO WHSL CORP NEW COM
$451K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$443K
SLYGSPDR S&P 600 Small Cap Growth
$442K
MCDMCDONALDS CORP COM
$436K
RLIRLI CORP COM
$433K
HDHome Depot
$432K
CSXCSX CORP COM
$419K
VOEVanguard Mid-Cap Value
$412K
CMECME
$392K
TJXTJX COS INC NEW COM
$386K
NDQINVESCO QQQ TRUST SERIES I
$376K
TMUST-Mobile US Inc.
$374K
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
$372K
IWViShares Russell 3000
$365K
ARESARES MANAGEMENT CORPORATION CL A COM STK
$354K
SPYSPDR S&P 500 ETF TRUST
$351K
SGRYSURGERY PARTNERS INC COM
$347K
APOAPOLLO GLOBAL MGMT INC COM
$337K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$331K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$331K
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
$328K
EPDENTERPRISE PRODS PARTNERS L P COM
$322K
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