Walled Lake Planning & Wealth Management, LLC Purchases in Q3 2024

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
52.7K
New
$162.83 - $179.16 $8.59M - $9.45M
52.7K $9.45M
LMT
Lockheed Martin Corp

Industrials
40
+ 0.26%
$460.3 - $584.56 $18.4K - $23.4K
15.6K $9.14M
CAPE
Barclays Bank PLC

ETFs
308
+ 0.04%
$27.05 - $29.64 $8.33K - $9.13K
854K $25.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.38K
+ 1.5%
$83.76 - $91.82 $199K - $218K
161K $14.7M
GILD
Gilead Sciences, Inc.

Healthcare
568
+ 0.68%
$66.59 - $83.99 $37.8K - $47.7K
84.3K $7.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.86K
+ 1.38%
$77.02 - $85.06 $143K - $158K
136K $11.5M
CSX
Csx Corp

Industrials
25.7K
New
$32.48 - $35.45 $834K - $910K
25.7K $886K
CSCO
Cisco Systems, Inc.

Technology
1.46K
+ 1.2%
$44.74 - $53.22 $65.3K - $77.7K
123K $6.57M
JPM
Jpmorgan Chase & CO

Financial Services
3.45K
+ 70.6%
$194.9 - $224.8 $672K - $775K
8.33K $1.76M
G
Genpact LTD

Technology
550
+ 0.52%
$30.96 - $39.45 $17K - $21.7K
107K $4.19M
PEG
Public Service Enterprise Group Inc

Utilities
6.37K
New
$73.58 - $89.21 $468K - $568K
6.37K $567K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
293
+ 0.54%
$117.9 - $128.2 $34.5K - $37.6K
55K $7.06M
CTSH
Cognizant Technology Solutions Corp

Technology
272
+ 0.48%
$66.89 - $77.87 $18.2K - $21.2K
57.1K $4.41M
TSLA
Tesla, Inc.

Consumer Cyclical
1.52K
+ 130.14%
$191.76 - $263.26 $291K - $400K
2.69K $703K
HII
Huntington Ingalls Industries, Inc.

Industrials
69
+ 0.27%
$241.93 - $282.86 $16.7K - $19.5K
25.3K $6.69M
ED
Consolidated Edison Inc

Utilities
4.43K
New
$88.42 - $104.97 $392K - $465K
4.43K $461K
CMCSA
Comcast Corp

Communication Services
8.51K
New
$37.33 - $41.78 $318K - $356K
8.51K $355K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
2.58K
+ 11.63%
$57.2 - $65.72 $147K - $169K
24.8K $1.59M
MA
Mastercard Inc

Financial Services
6
+ 0.1%
$429.6 - $500.99 $2.58K - $3.01K
5.94K $2.93M
PLTR
Palantir Technologies Inc.

Technology
6.65K
New
$24.09 - $37.95 $160K - $252K
6.65K $247K
AINV
Apollo Investment Corp

Financial Services
22.3K
New
N/A
22.3K $247K
BX
Blackstone Inc.

Financial Services
1.51K
New
$120.77 - $159.66 $182K - $241K
1.51K $231K
IBM
International Business Machines Corp

Technology
210
+ 5.48%
$175.1 - $223.38 $36.8K - $46.9K
4.04K $894K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
136
+ 2.36%
$475.2 - $527.7 $64.6K - $71.8K
5.89K $3.11M
ARES
Ares Management Corp

Financial Services
1.46K
New
$133.73 - $158.05 $195K - $230K
1.46K $227K
IVV
Ishares Core S&P 500 ETF

ETFs
134
+ 2.67%
$520.18 - $576.82 $69.7K - $77.3K
5.16K $2.98M
GE
General Electric CO

Industrials
1.14K
New
$156.66 - $189.66 $179K - $216K
1.14K $215K
SBUX
Starbucks Corp

Consumer Cyclical
2.19K
New
$72.51 - $98.6 $158K - $215K
2.19K $213K
RVT
Royce Value Trust, Inc.

Financial Services
13K
New
$14.28 - $16.01 $185K - $207K
13K $203K
PFE
Pfizer Inc

Healthcare
1.68K
+ 1.31%
$27.7 - $31.39 $46.5K - $52.7K
130K $3.75M
FLO
Flowers Foods Inc

Consumer Defensive
1.36K
+ 0.87%
$21.44 - $23.77 $29.1K - $32.2K
158K $3.64M
UTG
Reaves Utility Income Fund

Financial Services
3.3K
+ 43.59%
$27.16 - $32.8 $89.6K - $108K
10.9K $356K
HD
Home Depot, Inc.

Consumer Cyclical
170
+ 14.86%
$333.64 - $405.2 $56.7K - $68.9K
1.31K $532K
ROST
Ross Stores, Inc.

Consumer Cyclical
65
+ 0.27%
$136.06 - $155.24 $8.84K - $10.1K
24.6K $3.7M
DLY
Double Line Yield Opportunities Fund

N/A
6.2K
+ 18.27%
$15.67 - $16.79 $97.2K - $104K
40.1K $665K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$453.41 - $572.44 $453 - $572
1.83K $1.05M
ABBV
Abb Vie Inc.

Healthcare
151
+ 5.84%
$163.84 - $199.33 $24.7K - $30.1K
2.74K $540K
VO
Vanguard Mid Cap ETF

ETFs
145
+ 5.5%
$237.84 - $263.83 $34.5K - $38.3K
2.78K $733K
IWR
Ishares Russell Mid Cap ETF

ETFs
407
+ 5.46%
$79.92 - $88.19 $32.5K - $35.9K
7.86K $692K
VTI
Vanguard Total Stock Market Et

ETFs
158
+ 5.92%
$255.18 - $283.2 $40.3K - $44.7K
2.83K $800K
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 1.2%
$245.82 - $304.51 $4.42K - $5.48K
1.51K $460K
IWP
Ishares Russell Mid Cap Growth

ETFs
303
+ 5.55%
$103.87 - $117.59 $31.5K - $35.6K
5.76K $675K
V
Visa Inc.

Financial Services
41
+ 0.91%
$253.74 - $291.56 $10.4K - $12K
4.55K $1.25M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
272
+ 5.41%
$85.03 - $94.56 $23.1K - $25.7K
5.3K $493K
ORCL
Oracle Corp

Technology
3
+ 0.15%
$125.9 - $170.35 $378 - $511
2.06K $351K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
427
+ 7.16%
$96.3 - $106.49 $41.1K - $45.5K
6.39K $668K
TMUS
T Mobile Us, Inc.

Communication Services
4
+ 0.22%
$175.14 - $206.36 $701 - $825
1.83K $377K
NEP
Nextera Energy Partners, LP

Utilities
1.98K
+ 21.42%
$23.83 - $28.64 $47.1K - $56.6K
11.2K $309K
IOO
Ishares Tr Global 100 ETF

ETFs
309
+ 4.44%
$89.63 - $100.83 $27.7K - $31.2K
7.27K $721K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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