Walled Lake Planning & Wealth Management, LLC Reduced Holdings in Q1 2025

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.9K
- 53.37%
$360.07 - $417.26 $4.64M - $5.38M
11.3K $4.07M
AAPL
Apple Inc.

Technology
-1.7K
- 3.37%
$209.68 - $247.1 $357K - $421K
48.8K $10.8M
GILD
Gilead Sciences, Inc.

Healthcare
-28.9K
- 33.82%
$89.14 - $117.41 $2.58M - $3.39M
56.5K $6.34M
IWY
Ishares Tr Russell 200 Growth

ETFs
-4.88K
- 46.8%
$210.19 - $243.33 $1.03M - $1.19M
5.55K $1.17M
GOOGL
Alphabet Inc.

Communication Services
-83
- 0.37%
$154.33 - $206.19 $12.8K - $17.1K
22.3K $3.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-858
- 31.96%
$222.15 - $428.22 $191K - $367K
1.83K $473K
MSFT
Microsoft Corp

Technology
-487
- 6.5%
$375.39 - $447.2 $183K - $218K
7.01K $2.63M
ACN
Accenture PLC

Technology
-183
- 1.94%
$300.91 - $398.25 $55.1K - $72.9K
9.23K $2.88M
JNPR
Juniper Networks Inc

Technology
-5.55K
- 3.37%
$34.38 - $39.03 $191K - $217K
159K $5.75M
IGM
Ishares Expanded Tech Sector E

ETFs
-3.38K
- 48.07%
$90.67 - $108.46 $306K - $366K
3.65K $330K
GOOG
Alphabet Inc.

Communication Services
-53
- 0.98%
$156.06 - $207.71 $8.27K - $11K
5.33K $833K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-370
- 0.9%
$69.82 - $78.67 $25.8K - $29.1K
40.5K $2.85M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.18K
- 39.75%
$74.85 - $84.89 $163K - $185K
3.3K $270K
META
Meta Platforms, Inc.

Communication Services
-205
- 11.29%
$576.36 - $736.67 $118K - $151K
1.61K $927K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.2K
- 8.62%
$91.45 - $100.11 $110K - $121K
12.8K $1.2M
PLTR
Palantir Technologies Inc.

Technology
-1.78K
- 33.01%
$64.98 - $124.62 $116K - $222K
3.61K $304K
AVGO
Broadcom Inc.

Technology
-59
- 4.1%
$167.43 - $244.7 $9.88K - $14.4K
1.38K $231K
HD
Home Depot, Inc.

Consumer Cyclical
-146
- 11.09%
$347.25 - $424.87 $50.7K - $62K
1.17K $429K
BX
Blackstone Inc.

Financial Services
-15
- 0.76%
$136.53 - $186.74 $2.05K - $2.8K
1.96K $274K
CTSH
Cognizant Technology Solutions Corp

Technology
-461
- 0.8%
$75.32 - $90.7 $34.7K - $41.8K
57.5K $4.4M
ORCL
Oracle Corp

Technology
-15
- 0.72%
$139.81 - $186.47 $2.1K - $2.8K
2.07K $289K
IVW
Ishares S&P 500 Growth ETF

ETFs
-154
- 3.43%
$92.45 - $106.69 $14.2K - $16.4K
4.34K $402K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-16
- 0.13%
$57.21 - $65.8 $915 - $1.05K
12.4K $725K
PG
Procter & Gamble CO

Consumer Defensive
-405
- 5.4%
$158.56 - $176.26 $64.2K - $71.4K
7.1K $1.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 3.5%
$468.34 - $539.52 $10.8K - $12.4K
635 $297K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-110
- 3.08%
$81.62 - $96.63 $8.98K - $10.6K
3.46K $288K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-86
- 0.88%
$56.17 - $59.71 $4.83K - $5.14K
9.68K $552K
VOE
Vanguard Mid Cap Value Index F

ETFs
-21
- 0.82%
$156.61 - $168.02 $3.29K - $3.53K
2.53K $405K
TJX
Tjx Companies Inc

Consumer Cyclical
-67
- 1.5%
$112.81 - $126.16 $7.56K - $8.45K
4.39K $534K
DSL
Double Line Income Solutions Fund

Financial Services
-183
- 0.46%
$12.53 - $12.88 $2.29K - $2.36K
39.2K $493K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.83K
- 0.88%
N/A
207K $0
WFC
Wells Fargo & Company

Financial Services
-78
- 0.87%
$66.78 - $81.42 $5.21K - $6.35K
8.87K $637K
IWD
Ishares Russell 1000 Val ETF

ETFs
-117
- 1.13%
$182.82 - $196.21 $21.4K - $23K
10.2K $1.92M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-505
- 0.91%
$126.11 - $135.06 $63.7K - $68.2K
55.2K $7.12M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.59%
$890.62 - $1076.86 $2.67K - $3.23K
502 $474K
TMUS
T Mobile Us, Inc.

Communication Services
-233
- 12.71%
$211.3 - $272.83 $49.2K - $63.6K
1.6K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
-23
- 1.52%
$279.74 - $321.29 $6.43K - $7.39K
1.49K $465K
V
Visa Inc.

Financial Services
-355
- 7.88%
$306.92 - $362.71 $109K - $129K
4.15K $1.45M
XOM
Exxon Mobil Corp

Energy
-202
- 3.11%
$105.44 - $118.93 $21.3K - $24K
6.28K $747K
ABBV
Abb Vie Inc.

Healthcare
-55
- 1.8%
$169.2 - $216.66 $9.31K - $11.9K
3.01K $630K
CSCO
Cisco Systems, Inc.

Technology
-2.55K
- 2.05%
$58.74 - $64.87 $150K - $166K
122K $7.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.96K
- 0.47%
$27.01 - $28.54 $52.8K - $55.8K
414K $11.6M
NVS
Novartis Ag

Healthcare
-460
- 0.88%
$97.14 - $115.57 $44.7K - $53.2K
51.9K $5.79M
G
Genpact LTD

Technology
-1.75K
- 1.62%
$42.88 - $55.54 $75.1K - $97.3K
107K $5.37M
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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