Walled Lake Planning & Wealth Management, LLC Reduced Holdings in Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-10.6K
- 94.55%
$320.42 - $424.58 $3.41M - $4.52M
614 $260K
CSCO
Cisco Systems, Inc.

Technology
-42.3K
- 34.68%
$53.19 - $69.38 $2.25M - $2.94M
79.7K $5.53M
LMT
Lockheed Martin Corp

Industrials
-3.57K
- 22.4%
$430.82 - $486.45 $1.54M - $1.74M
12.4K $5.72M
AAPL
Apple Inc.

Technology
-1.09K
- 2.24%
$172.42 - $223.89 $188K - $245K
47.7K $9.79M
G
Genpact LTD

Technology
-570
- 0.54%
$40.65 - $50.56 $23.2K - $28.8K
106K $4.66M
CSX
Csx Corp

Industrials
-12.8K
- 50.0%
$26.69 - $32.91 $343K - $423K
12.8K $418K
ED
Consolidated Edison Inc

Utilities
-2.14K
- 48.32%
$98.05 - $113.3 $210K - $243K
2.29K $229K
IVV
Ishares Core S&P 500 ETF

ETFs
-938
- 16.97%
$498.8 - $620.9 $468K - $582K
4.59K $2.85M
PEG
Public Service Enterprise Group Inc

Utilities
-3.12K
- 49.03%
$77.13 - $84.18 $241K - $263K
3.25K $273K
ACN
Accenture PLC

Technology
-416
- 4.51%
$279.23 - $323.21 $116K - $134K
8.82K $2.63M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.45K
- 15.03%
N/A
8.19K $702K
JPM
Jpmorgan Chase & CO

Financial Services
-2.05K
- 18.79%
$210.28 - $289.91 $432K - $595K
8.88K $2.57M
GOOG
Alphabet Inc.

Communication Services
-1.17K
- 21.96%
$146.58 - $180.01 $172K - $211K
4.16K $738K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.56K
- 16.07%
$51.14 - $57.0 $79.5K - $88.6K
8.12K $461K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-709
- 11.57%
$456.74 - $568.03 $324K - $403K
5.42K $3.08M
VO
Vanguard Mid Cap ETF

ETFs
-485
- 15.8%
$228.54 - $279.83 $111K - $136K
2.58K $723K
GILD
Gilead Sciences, Inc.

Healthcare
-12
- 0.02%
$96.91 - $113.0 $1.16K - $1.36K
56.5K $6.27M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.39K
- 15.97%
$74.88 - $91.97 $104K - $127K
7.29K $670K
TMUS
T Mobile Us, Inc.

Communication Services
-28
- 1.75%
$220.99 - $268.54 $6.19K - $7.52K
1.57K $374K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-865
- 14.8%
$72.61 - $88.75 $62.8K - $76.8K
4.98K $442K
JNJ
Johnson & Johnson

Healthcare
-109
- 6.72%
$146.36 - $159.82 $16K - $17.4K
1.51K $231K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-791
- 11.12%
$86.05 - $107.7 $68.1K - $85.2K
6.32K $680K
COST
Costco Wholesale Corp

Consumer Defensive
-46
- 9.16%
$908.13 - $1056.85 $41.8K - $48.6K
456 $451K
IOO
Ishares Tr Global 100 ETF

ETFs
-1.04K
- 13.15%
$84.95 - $107.81 $88.3K - $112K
6.86K $739K
GOOGL
Alphabet Inc.

Communication Services
-2.86K
- 12.79%
$144.7 - $178.6 $413K - $510K
19.5K $3.43M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.06K
- 17.2%
$104.34 - $138.68 $110K - $147K
5.09K $705K
OEF
Ishares S&P 100 ETF

ETFs
-55
- 0.77%
N/A
7.08K $1.88M
APO
Apollo Global Management, Inc.

Financial Services
-143
- 5.68%
$108.68 - $145.07 $15.5K - $20.7K
2.37K $336K
V
Visa Inc.

Financial Services
-54
- 1.3%
$308.27 - $373.31 $16.6K - $20.2K
4.1K $1.45M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.08K
- 1.01%
N/A
205K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-24
- 0.95%
$141.87 - $164.49 $3.4K - $3.95K
2.5K $411K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-422
- 3.39%
$51.16 - $62.02 $21.6K - $26.2K
12K $744K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-36
- 1.04%
$73.7 - $90.98 $2.65K - $3.28K
3.43K $311K
IWD
Ishares Russell 1000 Val ETF

ETFs
-164
- 1.6%
$166.82 - $194.23 $27.4K - $31.9K
10.1K $1.95M
IVW
Ishares S&P 500 Growth ETF

ETFs
-100
- 2.3%
$82.96 - $110.1 $8.3K - $11K
4.24K $466K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-38
- 0.3%
$82.93 - $99.12 $3.15K - $3.77K
12.7K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 1.31%
$221.86 - $362.89 $5.32K - $8.71K
1.8K $572K
NVDA
Nvidia Corp

Technology
-45
- 1.44%
$94.31 - $157.99 $4.24K - $7.11K
3.07K $485K
META
Meta Platforms, Inc.

Communication Services
-81
- 5.03%
$484.66 - $738.09 $39.3K - $59.8K
1.53K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-253
- 1.86%
$167.32 - $223.3 $42.3K - $56.5K
13.4K $2.93M
HLI
Houlihan Lokey, Inc.

Financial Services
-46
- 0.16%
$141.59 - $182.75 $6.51K - $8.41K
29.4K $5.29M
JNPR
Juniper Networks Inc

Technology
-1.34K
- 0.84%
$33.93 - $39.93 $45.4K - $53.4K
158K $6.29M
MSFT
Microsoft Corp

Technology
-26
- 0.37%
$354.56 - $497.45 $9.22K - $12.9K
6.98K $3.47M
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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