Walled Lake Planning & Wealth Management, LLC Purchases in Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
66
+ 0.85%
$32.84 - $36.72 $2.17K - $2.42K
7.82K $279K
DSL
Double Line Income Solutions Fund

Financial Services
159
+ 0.41%
$11.15 - $12.57 $1.77K - $2K
39.3K $481K
PSA
Public Storage

Real Estate
146
+ 1.42%
$266.31 - $309.77 $38.9K - $45.2K
10.4K $3.05M
XOM
Exxon Mobil Corp

Energy
417
+ 6.64%
$99.93 - $119.04 $41.7K - $49.6K
6.7K $722K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.13%
$285.55 - $321.23 $571 - $642
1.49K $436K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.13%
$128.02 - $151.37 $384 - $454
2.39K $315K
OKE
Oneok Inc

Energy
40
+ 1.2%
$78.71 - $100.37 $3.15K - $4.01K
3.37K $275K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.1%
$170.16 - $206.27 $510 - $619
3.01K $558K
PFE
Pfizer Inc

Healthcare
245
+ 0.2%
$21.59 - $24.84 $5.29K - $6.09K
125K $3.03M
MO
Altria Group, Inc.

Consumer Defensive
407
+ 0.35%
$55.56 - $60.91 $22.6K - $24.8K
118K $6.9M
LKQ
Lkq Corp

Consumer Cyclical
704
+ 1.04%
$36.86 - $43.38 $25.9K - $30.5K
68.2K $2.52M
MRK
Merck & Co., Inc.

Healthcare
788
+ 1.65%
$73.47 - $87.12 $57.9K - $68.7K
48.6K $3.84M
FLO
Flowers Foods Inc

Consumer Defensive
2.85K
+ 1.75%
$15.86 - $19.21 $45.1K - $54.7K
166K $2.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.01K
+ 1.21%
$24.32 - $27.87 $122K - $139K
419K $11.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
300
+ 0.74%
$53.23 - $70.65 $16K - $21.2K
40.8K $2.36M
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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