Walled Lake Planning & Wealth Management, LLC Incresed Positions in Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
87.5K
+ 31.22%
$50.39 - $60.05 $4.41M - $5.25M
368K $22.1M
CAPE
Barclays Bank PLC

ETFs
5.01K
+ 0.58%
$27.26 - $31.81 $137K - $159K
873K $27.8M
DG
Dollar General Corp

Consumer Defensive
270
+ 0.63%
$86.02 - $114.95 $23.2K - $31K
43.2K $4.94M
HII
Huntington Ingalls Industries, Inc.

Industrials
153
+ 0.58%
$183.31 - $241.46 $28K - $36.9K
26.7K $6.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.22K
+ 3.79%
$152.93 - $181.74 $340K - $403K
60.8K $11.1M
AVGO
Broadcom Inc.

Technology
2.3K
+ 166.81%
$146.29 - $275.65 $337K - $635K
3.68K $1.01M
NVS
Novartis Ag

Healthcare
762
+ 1.47%
$101.96 - $121.01 $77.7K - $92.2K
52.7K $6.38M
IBM
International Business Machines Corp

Technology
498
+ 12.2%
$221.03 - $294.78 $110K - $147K
4.58K $1.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.66K
+ 1.57%
$85.42 - $94.39 $227K - $251K
172K $16.2M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.87K
+ 66.11%
$72.32 - $86.4 $207K - $248K
7.2K $622K
ORCL
Oracle Corp

Technology
5
+ 0.24%
$122.82 - $218.63 $614 - $1.09K
2.08K $454K
HPE
Hewlett Packard Enterprise CO

Technology
52
+ 0.16%
$12.51 - $20.45 $651 - $1.06K
32.3K $661K
UTG
Reaves Utility Income Fund

Financial Services
3.18K
+ 29.21%
$29.08 - $36.18 $92.3K - $115K
14K $508K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 5.36%
$243.75 - $303.93 $37.8K - $47.1K
3.05K $925K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4.03K
+ 48.79%
$22.63 - $26.95 $91.1K - $108K
12.3K $330K
ET
Energy Transfer LP

Energy
6.23K
+ 28.56%
$15.65 - $18.93 $97.4K - $118K
28K $508K
CTSH
Cognizant Technology Solutions Corp

Technology
189
+ 0.33%
$66.47 - $81.81 $12.6K - $15.5K
57.7K $4.5M
MA
Mastercard Inc

Financial Services
2
+ 0.03%
$479.92 - $590.74 $960 - $1.18K
5.92K $3.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
46
+ 7.24%
$416.06 - $551.64 $19.1K - $25.4K
681 $375K
GE
General Electric CO

Industrials
3
+ 0.26%
$166.81 - $257.39 $500 - $772
1.15K $295K
DLR
Digital Realty Trust, Inc.

Real Estate
13
+ 0.74%
$136.11 - $177.69 $1.77K - $2.31K
1.78K $309K
ARES
Ares Management Corp

Financial Services
10
+ 0.49%
$118.04 - $175.83 $1.18K - $1.76K
2.05K $354K
BST
Black Rock Science & Technology Trust

Financial Services
177
+ 2.1%
$29.62 - $38.3 $5.24K - $6.78K
8.59K $327K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
19
+ 0.26%
$40.79 - $50.93 $775 - $968
7.31K $372K
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 0.78%
$281.67 - $351.0 $2.25K - $2.81K
1.04K $364K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.08%
$149.23 - $184.95 $149 - $185
1.26K $230K
ROST
Ross Stores, Inc.

Consumer Cyclical
240
+ 0.96%
$126.62 - $154.26 $30.4K - $37K
25.2K $3.22M
BX
Blackstone Inc.

Financial Services
11
+ 0.56%
$120.07 - $151.11 $1.32K - $1.66K
1.97K $295K
PG
Procter & Gamble CO

Consumer Defensive
580
+ 8.17%
$157.66 - $172.39 $91.4K - $100K
7.68K $1.22M
KMI
Kinder Morgan, Inc.

Energy
9
+ 0.06%
$25.21 - $29.4 $227 - $265
15.5K $455K
ARCC
Ares Capital Corp

Financial Services
358
+ 3.59%
$18.91 - $22.43 $6.77K - $8.03K
10.3K $226K
T
At&T Inc.

Communication Services
17
+ 0.21%
$26.33 - $28.94 $448 - $492
8.29K $240K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.51%
$335.24 - $380.78 $2.01K - $2.28K
1.18K $431K
RYH
Invesco S&P 500 Equal Weight H

ETFs
20.5K
+ 5.29%
N/A
408K $0
Glaxo Smith Kline
1.43K
+ 1.17%
N/A
124K $0
FSCO
Fs Cr Opportunities Corp Com
28K
+ 158.64%
N/A
45.7K $0
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
HPQ
Hp Inc

Technology
38
+ 0.08%
$21.88 - $29.32 $831 - $1.11K
49.1K $1.2M
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
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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