Walled Lake Planning & Wealth Management, LLC Incresed Positions in Q1 2025

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
271K
+ 2766.62%
$55.41 - $60.74 $15M - $16.4M
280K $15.8M
DG
Dollar General Corp

Consumer Defensive
32.2K
+ 301.01%
$68.44 - $87.93 $2.2M - $2.83M
42.9K $3.77M
PFE
Pfizer Inc

Healthcare
83.7K
+ 204.16%
$25.01 - $27.13 $2.09M - $2.27M
125K $3.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.46K
+ 2.08%
$87.68 - $94.52 $303K - $327K
170K $15.9M
MO
Altria Group, Inc.

Consumer Defensive
323
+ 0.28%
$50.81 - $60.02 $16.4K - $19.4K
117K $7.04M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.28K
+ 9.4%
$159.75 - $208.61 $365K - $476K
26.6K $5.42M
CAPE
Barclays Bank PLC

ETFs
1.74K
+ 0.2%
$29.41 - $31.62 $51.2K - $55.1K
868K $26.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.97K
+ 5.33%
$169.43 - $182.84 $503K - $542K
58.6K $10.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
198
+ 22.07%
$442.66 - $534.52 $87.6K - $106K
1.1K $583K
MA
Mastercard Inc

Financial Services
5
+ 0.08%
$504.67 - $576.31 $2.52K - $2.88K
5.92K $3.24M
ED
Consolidated Edison Inc

Utilities
1
+ 0.02%
$88.0 - $110.59 $88 - $111
4.43K $490K
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 0.13%
$225.19 - $279.95 $3.15K - $3.92K
10.9K $2.68M
EHC
Encompass Health Corp

Healthcare
1
+ 0.02%
$91.05 - $102.2 $91.1 - $102
4.19K $424K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.31%
$142.06 - $167.7 $710 - $839
1.62K $268K
KMI
Kinder Morgan, Inc.

Energy
9
+ 0.06%
$26.1 - $31.22 $235 - $281
15.5K $442K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
201
+ 2.13%
N/A
9.64K $827K
ARCC
Ares Capital Corp

Financial Services
203
+ 2.08%
$21.28 - $23.81 $4.32K - $4.83K
9.96K $220K
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.06%
N/A
7.13K $1.9M
Glaxo Smith Kline
2.94K
+ 2.46%
N/A
122K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
21.6K
+ 5.91%
N/A
387K $0
VO
Vanguard Mid Cap ETF

ETFs
64
+ 2.13%
$251.87 - $277.95 $16.1K - $17.8K
3.07K $793K
OKE
Oneok Inc

Energy
35
+ 1.06%
$89.57 - $109.85 $3.13K - $3.84K
3.33K $330K
CMCSA
Comcast Corp

Communication Services
55
+ 0.71%
$33.19 - $38.23 $1.83K - $2.1K
7.76K $286K
PEP
Pepsico Inc

Consumer Defensive
5
+ 0.21%
$142.64 - $156.42 $713 - $782
2.38K $357K
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.16%
$84.5 - $105.05 $423 - $525
3.19K $280K
IWR
Ishares Russell Mid Cap ETF

ETFs
202
+ 2.38%
$82.81 - $92.93 $16.7K - $18.8K
8.68K $738K
RLI
Rli Corp

Financial Services
3K
+ 100.0%
$71.75 - $163.21 $215K - $490K
6K $482K
PEG
Public Service Enterprise Group Inc

Utilities
1
+ 0.02%
$78.2 - $90.39 $78.2 - $90.4
6.37K $524K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.18%
$551.42 - $612.93 $551 - $613
568 $317K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.29%
$313.1 - $349.83 $939 - $1.05K
1.03K $327K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
19
+ 0.26%
$45.21 - $50.33 $859 - $956
7.29K $333K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
180
+ 2.6%
$96.88 - $111.25 $17.4K - $20K
7.11K $710K
ET
Energy Transfer LP

Energy
65
+ 0.3%
$17.26 - $21.08 $1.12K - $1.37K
21.8K $405K
BST
Black Rock Science & Technology Trust

Financial Services
174
+ 2.11%
$32.99 - $38.94 $5.74K - $6.78K
8.41K $277K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
195
+ 3.45%
$80.73 - $94.96 $15.7K - $18.5K
5.85K $485K
IOO
Ishares Tr Global 100 ETF

ETFs
80
+ 1.02%
$96.2 - $105.12 $7.7K - $8.41K
7.9K $760K
IVV
Ishares Core S&P 500 ETF

ETFs
187
+ 3.5%
$554.06 - $615.85 $104K - $115K
5.53K $3.11M
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.38%
$271.18 - $303.12 $2.98K - $3.33K
2.89K $794K
ARES
Ares Management Corp

Financial Services
82
+ 4.2%
$140.19 - $198.28 $11.5K - $16.3K
2.04K $298K
DLR
Digital Realty Trust, Inc.

Real Estate
27
+ 1.56%
$142.1 - $183.56 $3.84K - $4.96K
1.76K $252K
IWP
Ishares Russell Mid Cap Growth

ETFs
17
+ 0.28%
$114.9 - $139.6 $1.95K - $2.37K
6.15K $721K
APO
Apollo Global Management, Inc.

Financial Services
80
+ 3.28%
$126.01 - $172.06 $10.1K - $13.8K
2.52K $344K
NVDA
Nvidia Corp

Technology
51
+ 1.66%
$106.98 - $149.43 $5.46K - $7.62K
3.12K $337K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32
+ 0.53%
$507.05 - $563.67 $16.2K - $18K
6.13K $3.15M
HPE
Hewlett Packard Enterprise CO

Technology
33
+ 0.1%
$14.77 - $24.42 $487 - $806
32.3K $498K
HPQ
Hp Inc

Technology
32
+ 0.07%
$27.69 - $34.72 $886 - $1.11K
49.1K $1.36M
FLO
Flowers Foods Inc

Consumer Defensive
1.11K
+ 0.69%
$18.05 - $20.78 $20K - $23K
163K $3.09M
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 2.41%
$83.01 - $101.02 $93.4K - $114K
47.8K $4.29M
AMZN
Amazon Com Inc

Consumer Cyclical
44
+ 0.32%
$190.26 - $242.06 $8.37K - $10.7K
13.6K $2.59M
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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