Walled Lake Planning & Wealth Management, LLC Portfolio Holdings

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

Walled Lake Planning & Wealth Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $258 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Barclays Bank PLC with a value of $26.4M, Ishares Msci Usa Min Vol Facto with a value of $15.9M, J P Morgan ETF Tr U S Quality with a value of $15.8M, Schwab Strategic Tr Us Dividen with a value of $11.6M, and Apple Inc. with a value of $10.8M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $245M to 258M.

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 $258 Million
ETFs: $115 Million
Technology: $43.4 Million
Healthcare: $22.1 Million
Financial Services: $19.3 Million
Consumer Defensive: $16.4 Million
Industrials: $13.5 Million
Consumer Cyclical: $10.6 Million
Communication Services: $6.16 Million
Other: $10.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $258 Million
  • Prior Value $245 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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