WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$268.7B
Holdings
131
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
CMECME | $330K |
EPDENTERPRISE PRODS PARTNERS L P COM | $325K |
IJKiShares S&P Mid-Cap 400 Growth - ETF | $325K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $317K |
QLDPROSHARES ULTRA QQQ | $311K |
FQIDigital Realty Trust | $308K |
TTDTrade Desk | $306K |
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS | $301K |
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW | $300K |
CMCSAComcast | $289K |
WMTWALMART INC COM | $288K |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $261K |
XXHYBXXNEW AMER HIGH INCOME FD INC COM NEW | $247K |
FSKFS KKR CAP CORP COM | $244K |
JNJJOHNSON & JOHNSON COM | $234K |
BGBBLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN | $233K |
AMANTERO MIDSTREAM CORP COM | $228K |
CETCENTRAL SECS CORP COM | $223K |
DFPFLAHERTY & CRUMRINE DYNAMIC PF SHS | $218K |
NPFDNUVEEN VRIABL RAT PFD & INM FD COM | $215K |
ARCCARES CAPITAL CORP COM | $214K |
PHTPIONEER HIGH INCOME FUND INC COM | $208K |
BAC 7.25 PERP LBK OF AMERICA CORP 7.25CNV PFD L | $207K |
PFNPIMCO INCOME STRATEGY FD II COM | $207K |
PANWPALO ALTO NETWORKS INC COM | $207K |
AMLPALERIAN MLP ETF | $202K |
HIOWESTERN ASSET HIGH INCOME OPPO COM | $200K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $120K |
XNROXNEUBERGER BERMAN REAL ESTATE S COM | $116K |
NCZVIRTUS CONVERTIBLE & INC FD II COM | $109K |
DAVEWDave Inc. - Warrants | $11K |
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