Walled Lake Planning & Wealth Management, LLC Purchases in Q4 2024

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
40.9K
New
$72.97 - $96.75 $2.98M - $3.96M
40.9K $3.04M
FDL
First Tr Morningstar Dividend

ETFs
54K
New
$39.59 - $43.95 $2.14M - $2.37M
54K $2.17M
AAPL
Apple Inc.

Technology
905
+ 1.82%
$221.69 - $259.02 $201K - $234K
50.5K $12.6M
JPM
Jpmorgan Chase & CO

Financial Services
2.58K
+ 30.98%
$205.18 - $250.29 $530K - $646K
10.9K $2.62M
GILD
Gilead Sciences, Inc.

Healthcare
1.17K
+ 1.38%
$83.95 - $97.9 $97.8K - $114K
85.4K $7.89M
CSCO
Cisco Systems, Inc.

Technology
1.1K
+ 0.89%
$52.45 - $60.02 $57.6K - $66K
125K $7.37M
CAPE
Barclays Bank PLC

ETFs
12.6K
+ 1.47%
$29.04 - $32.05 $365K - $403K
866K $26M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.78K
New
$55.86 - $60.21 $546K - $589K
9.78K $559K
G
Genpact LTD

Technology
1.48K
+ 1.38%
$38.17 - $46.82 $56.4K - $69.2K
108K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
58
+ 0.43%
$180.88 - $232.93 $10.5K - $13.5K
13.6K $2.97M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.93K
+ 5.56%
$174.22 - $187.62 $511K - $550K
55.7K $9.75M
XOM
Exxon Mobil Corp

Energy
2.98K
+ 85.23%
$105.51 - $125.37 $315K - $374K
6.49K $697K
ARCC
Ares Capital Corp

Financial Services
9.76K
New
$20.74 - $22.27 $202K - $217K
9.76K $213K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
106
+ 1.28%
$47.29 - $84.74 $5.01K - $8.98K
8.41K $626K
PANW
Palo Alto Networks Inc

Technology
1.14K
New
$181.96 - $405.9 $207K - $461K
1.14K $206K
APO
Apollo Global Management, Inc.

Financial Services
660
+ 37.16%
$131.36 - $178.61 $86.7K - $118K
2.44K $402K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
201
+ 3.41%
$521.84 - $558.82 $105K - $112K
6.09K $3.28M
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 3.45%
$570.51 - $610.59 $102K - $109K
5.34K $3.14M
ARES
Ares Management Corp

Financial Services
496
+ 34.04%
$153.38 - $183.7 $76.1K - $91.1K
1.95K $345K
BX
Blackstone Inc.

Financial Services
467
+ 30.91%
$148.45 - $199.05 $69.3K - $93K
1.98K $341K
IWP
Ishares Russell Mid Cap Growth

ETFs
365
+ 6.33%
$116.4 - $138.52 $42.5K - $50.6K
6.13K $776K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
888
+ 10.39%
N/A
9.44K $809K
ROST
Ross Stores, Inc.

Consumer Cyclical
357
+ 1.45%
$138.59 - $156.61 $49.5K - $55.9K
24.9K $3.77M
IGM
Ishares Expanded Tech Sector E

ETFs
276
+ 4.09%
$94.19 - $106.95 $26K - $29.5K
7.02K $716K
IOO
Ishares Tr Global 100 ETF

ETFs
550
+ 7.56%
$97.46 - $103.45 $53.6K - $56.9K
7.82K $788K
HPE
Hewlett Packard Enterprise CO

Technology
1.72K
+ 5.64%
$19.31 - $23.95 $33.3K - $41.3K
32.3K $688K
VO
Vanguard Mid Cap ETF

ETFs
223
+ 8.02%
$261.5 - $284.63 $58.3K - $63.5K
3.01K $793K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
542
+ 8.48%
$103.6 - $112.52 $56.2K - $61K
6.93K $727K
NVDA
Nvidia Corp

Technology
152
+ 5.22%
$117.0 - $148.88 $17.8K - $22.6K
3.06K $411K
IWR
Ishares Russell Mid Cap ETF

ETFs
621
+ 7.9%
$87.25 - $95.52 $54.2K - $59.3K
8.48K $749K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
713
+ 1.3%
$126.68 - $134.74 $90.3K - $96.1K
55.7K $7.11M
CTSH
Cognizant Technology Solutions Corp

Technology
864
+ 1.51%
$74.37 - $82.32 $64.3K - $71.1K
58K $4.46M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.05K
+ 3.14%
$88.59 - $94.57 $448K - $478K
166K $14.8M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 1.84%
$280.04 - $302.45 $14.6K - $15.7K
2.88K $834K
OKE
Oneok Inc

Energy
29
+ 0.89%
$92.28 - $117.05 $2.68K - $3.39K
3.3K $331K
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 5.96%
$481.22 - $538.17 $17.8K - $19.9K
658 $336K
TMUS
T Mobile Us, Inc.

Communication Services
6
+ 0.33%
$206.1 - $246.94 $1.24K - $1.48K
1.83K $404K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
349
+ 6.58%
$89.9 - $100.66 $31.4K - $35.1K
5.65K $510K
BST
Black Rock Science & Technology Trust

Financial Services
166
+ 2.06%
$34.86 - $38.04 $5.79K - $6.31K
8.24K $301K
TJX
Tjx Companies Inc

Consumer Cyclical
8
+ 0.18%
$112.15 - $127.2 $897 - $1.02K
4.45K $537K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.1%
$323.08 - $349.08 $323 - $349
1.03K $343K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
20
+ 0.28%
$46.53 - $49.91 $931 - $998
7.27K $350K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.18%
$567.81 - $607.81 $568 - $608
567 $332K
ABBV
Abb Vie Inc.

Healthcare
326
+ 11.92%
$164.99 - $203.87 $53.8K - $66.5K
3.06K $544K
MSFT
Microsoft Corp

Technology
162
+ 2.21%
$406.35 - $454.46 $65.8K - $73.6K
7.5K $3.16M
OEF
Ishares S&P 100 ETF

ETFs
15
+ 0.21%
N/A
7.13K $1.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 1.47%
$442.29 - $483.08 $5.75K - $6.28K
897 $406K
RYH
Invesco S&P 500 Equal Weight H

ETFs
18.5K
+ 5.34%
N/A
366K $0
Glaxo Smith Kline
120K
New
N/A
120K $0
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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