WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$304.6M
Holdings
143
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (143 positions)
| Stock | Value |
|---|---|
SGRYSURGERY PARTNERS INC COM | $338K |
PEPPepsiCo | $336K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $329K |
EXASEXACT SCIENCES CORP COM | $326K |
EPDENTERPRISE PRODS PARTNERS L P COM | $324K |
IJKiShares S&P Mid-Cap 400 Growth - ETF | $321K |
APOAPOLLO GLOBAL MGMT INC COM | $317K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $315K |
FQIDigital Realty Trust | $309K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $307K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $304K |
AMANTERO MIDSTREAM CORP COM | $294K |
IWFiShares Russell 1000 Growth | $283K |
JNJJOHNSON & JOHNSON COM | $281K |
ORCLORACLE CORP CALL | $281K |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $279K |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $273K |
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW | $267K |
CETCENTRAL SECS CORP COM | $250K |
OKEONEOK INC NEW COM | $250K |
CMCSAComcast | $248K |
DFPFLAHERTY & CRUMRINE DYNAMIC PF SHS | $237K |
QBTSD-WAVE QUANTUM INC COM | $236K |
NPFDNUVEEN VRIABL RAT PFD & INM FD COM | $235K |
TAT&T | $235K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $235K |
EDCONSOLIDATED EDISON INC COM | $232K |
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $232K |
IJRISHARES CORE S&P SMALL CAP ETF | $225K |
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L | $218K |
UBERUBER TECHNOLOGIES INC COM | $216K |
ARCCARES CAPITAL CORP COM | $215K |
PFNPIMCO INCOME STRATEGY FD II COM | $211K |
NFLXNetflix | $208K |
4I1PHILIP MORRIS INTL INC COM | $205K |
TLTWISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF | $205K |
HIOWESTERN ASSET HIGH INCOME OPPO COM | $196K |
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT | $177K |
FSKFS KKR CAP CORP COM | $167K |
XNROXNEUBERGER BERMAN REAL ESTATE S COM | $106K |
DNPDNP SELECT INCOME FD INC COM | $106K |
DAVEWDave Inc. - Warrants | $48K |
GDRXGoodRx Holdings Inc. | $42K |
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