Walled Lake Planning & Wealth Management, LLC New Holdings 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
CSX Csx Corp Industrials	25.7K New	$32.48 - $35.45 $834K - $910K	25.7K $886K
PEG Public Service Enterprise Group Inc Utilities	6.37K New	$73.58 - $89.21 $468K - $568K	6.37K $567K
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
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
ARES Ares Management Corp Financial Services	1.46K New	$133.73 - $158.05 $195K - $230K	1.46K $227K
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

Activity Summary All Purchases 80 New Holdings 12 Increased Positions 68 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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