Walled Lake Planning & Wealth Management, LLC Closed Holding Positions

Walled Lake Planning & Wealth Management, LLC

  • $257 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
333
$199.42 - $227.75 $66.4K - $75.8K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 10, 2022
2,404
$29.58 - $35.1 $71.1K - $84.4K
VIAV
Viavi Solutions Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
6
$14.81 - $17.73 $88.9 - $106
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.85 - $6.71 $1.93K - $3.36K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 10, 2022
72
$285.04 - $352.16 $20.5K - $25.4K
PHM
Pultegroup Inc

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
612
$46.13 - $57.65 $28.2K - $35.3K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 10, 2022
151
$118.81 - $129.12 $17.9K - $19.5K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 10, 2022
764
$35.39 - $39.43 $27K - $30.1K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
124
$127.7 - $130.86 $15.8K - $16.2K
PBPB
Potbelly Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
10
$5.03 - $6.86 $50.3 - $68.6
ICHR
Ichor Holdings, Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
2,900
$38.07 - $49.91 $110K - $145K
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Feb 10, 2022
200
$206.87 - $247.07 $41.4K - $49.4K
HTGC
Hercules Capital, Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
6,050
$16.14 - $18.07 $97.6K - $109K
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
2,700
$14.12 - $21.45 $38.1K - $57.9K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 10, 2022
262
$230.08 - $250.94 $60.3K - $65.7K
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 10, 2022
240
$61.1 - $68.58 $14.7K - $16.5K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Feb 10, 2022
52
$340.01 - $364.84 $17.7K - $19K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
64
$40.89 - $49.19 $2.62K - $3.15K
Micro Focus Int'L PLC
Q4 2021 Filed on Feb 10, 2022
168
N/A
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 10, 2022
980
$44.89 - $48.92 $44K - $47.9K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2021 Filed on Feb 10, 2022
358
$145.64 - $179.45 $52.1K - $64.2K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Feb 10, 2022
282
$62.44 - $68.95 $17.6K - $19.4K
OSK
Oshkosh Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
34
$97.92 - $116.2 $3.33K - $3.95K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 10, 2022
125
$50.43 - $55.68 $6.3K - $6.96K
OPK
Opko Health, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
500
$3.52 - $5.15 $1.76K - $2.58K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 10, 2022
252
$243.54 - $297.71 $61.4K - $75K
ONTF
On24 Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
5,175
$15.2 - $20.62 $78.7K - $107K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 10, 2022
120
$108.91 - $173.31 $13.1K - $20.8K
PBA
Pembina Pipeline Corp

Energy
Q4 2021 Filed on Feb 10, 2022
201
$29.16 - $34.46 $5.86K - $6.93K
YELP
Yelp Inc

Communication Services
Q4 2021 Filed on Feb 10, 2022
2,568
$33.84 - $40.32 $86.9K - $104K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q4 2021 Filed on Feb 10, 2022
1,500
$34.06 - $53.46 $51.1K - $80.2K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 10, 2022
375
$285.28 - $321.08 $107K - $120K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
26
$358.15 - $413.86 $9.31K - $10.8K
PLL
Piedmont Lithium Inc.

Basic Materials
Q4 2021 Filed on Feb 10, 2022
75
$50.86 - $66.39 $3.81K - $4.98K
NJR
New Jersey Resources Corp

Utilities
Q4 2021 Filed on Feb 10, 2022
570
$35.6 - $41.17 $20.3K - $23.5K
Nanoviricides Inc Com
Q4 2021 Filed on Feb 10, 2022
50
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 10, 2022
38
$70.31 - $87.0 $2.67K - $3.31K
MPC
Marathon Petroleum Corp

Energy
Q4 2021 Filed on Feb 10, 2022
352
$60.28 - $68.47 $21.2K - $24.1K
EIX
Edison International

Utilities
Q4 2021 Filed on Feb 10, 2022
256
$55.04 - $68.44 $14.1K - $17.5K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
100
$257.53 - $292.5 $25.8K - $29.3K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Feb 10, 2022
77
$98.24 - $107.61 $7.56K - $8.29K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
182
$108.9 - $129.75 $19.8K - $23.6K
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 10, 2022
1,023
$52.29 - $66.13 $53.5K - $67.7K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Feb 10, 2022
259
$36.89 - $43.3 $9.55K - $11.2K
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
51
$38.59 - $46.22 $1.97K - $2.36K
AHT
Ashford Hospitality Trust Inc

Real Estate
Q4 2021 Filed on Feb 10, 2022
200
$9.45 - $15.79 $1.89K - $3.16K
SSYS
Stratasys Ltd.

Technology
Q4 2021 Filed on Feb 10, 2022
85
$21.71 - $37.09 $1.85K - $3.15K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Feb 10, 2022
152
$4.15 - $4.78 $631 - $727
RY
Royal Bank Of Canada

Financial Services
Q4 2021 Filed on Feb 10, 2022
110
$98.01 - $107.75 $10.8K - $11.9K
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