Walled Lake Planning & Wealth Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Barclays Bank PLC with a value of $26M, Ishares Msci Usa Min Vol Facto with a value of $14.8M, Apple Inc. with a value of $12.6M, Schwab Strategic Tr Us Dividen with a value of $11.4M, and Invesco S&P 500 Equal Weight E with a value of $9.75M.
Examining the 13F form we can see an decrease of $957K in the current position value, from $246M to 245M.
Walled Lake Planning & Wealth Management, LLC is based out at Winnetka, IL
Below you can find more details about Walled Lake Planning & Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$245 Million
ETFs: $108 Million
Technology: $47 Million
Healthcare: $21.1 Million
Financial Services: $19.3 Million
Industrials: $13.1 Million
Consumer Defensive: $12.6 Million
Consumer Cyclical: $9.31 Million
Communication Services: $7.03 Million
Other: $7.79 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
