Walled Lake Planning & Wealth Management, LLC Reduced Holdings in Q3 2024

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-1.45K
- 3.07%
$111.15 - $128.97 $161K - $186K
45.7K $5.19M
GOOG
Alphabet Inc.

Communication Services
-2.53K
- 30.59%
$149.54 - $192.66 $378K - $487K
5.74K $958K
JNJ
Johnson & Johnson

Healthcare
-1.07K
- 39.89%
$145.48 - $167.38 $156K - $179K
1.61K $261K
SPY
Spdr S&P 500 ETF Trust

ETFs
-229
- 28.81%
$517.38 - $573.86 $118K - $131K
566 $324K
XOM
Exxon Mobil Corp

Energy
-907
- 20.58%
$109.72 - $119.0 $99.5K - $108K
3.5K $410K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-158
- 20.28%
$434.77 - $502.96 $68.7K - $79.5K
621 $303K
HPQ
Hp Inc

Technology
-1.44K
- 2.94%
$32.02 - $38.11 $46.1K - $54.8K
47.5K $1.7M
ET
Energy Transfer LP

Energy
-217
- 0.89%
$15.43 - $16.44 $3.35K - $3.57K
24.2K $387K
IWY
Ishares Tr Russell 200 Growth

ETFs
-297
- 2.71%
$194.66 - $225.97 $57.8K - $67.1K
10.7K $2.35M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-604
- 0.29%
N/A
211K $0
OEF
Ishares S&P 100 ETF

ETFs
-3
- 0.04%
$266.03 - $266.03 $798 - $798
7.11K $1.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-102
- 1.83%
$75.32 - $84.37 $7.68K - $8.61K
5.48K $458K
PG
Procter & Gamble CO

Consumer Defensive
-201
- 2.61%
$160.76 - $177.82 $32.3K - $35.7K
7.49K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-83
- 0.66%
$57.32 - $62.65 $4.76K - $5.2K
12.5K $776K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.08%
$149.02 - $167.67 $298 - $335
2.59K $433K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-604
- 3.72%
$86.85 - $95.74 $52.5K - $57.8K
15.6K $1.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-137
- 1.31%
$173.36 - $189.8 $23.8K - $26K
10.3K $1.96M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-313
- 1.26%
$332.02 - $382.76 $104K - $120K
24.5K $9.21M
JNPR
Juniper Networks Inc

Technology
-761
- 0.46%
$36.35 - $39.03 $27.7K - $29.7K
165K $6.42M
NVS
Novartis Ag

Healthcare
-95
- 0.18%
$106.13 - $120.89 $10.1K - $11.5K
51.8K $5.96M
ACN
Accenture PLC

Technology
-7
- 0.06%
$295.44 - $355.81 $2.07K - $2.49K
11.5K $4.06M
HLI
Houlihan Lokey, Inc.

Financial Services
-174
- 0.38%
$134.11 - $161.99 $23.3K - $28.2K
45K $7.11M
AAPL
Apple Inc.

Technology
-117
- 0.24%
$207.23 - $234.82 $24.2K - $27.5K
49.6K $11.6M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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