WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holdings history

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560 is the total number of securities WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has owned. The longest WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has owned a single stock is 16 quarters.

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWF iShares Russell 1000 G...16163.26%4.51%5.61%Q4 2019Q3 202316
VYM Vanguard High Dividend...16162.83%3.99%5.27%Q4 2019Q3 202316
AAPL Apple16160.19%3.93%4.79%Q4 2019Q3 202316
LMT Lockheed Martin16162.95%3.84%5.05%Q4 2019Q3 202316
CSCO Cisco16163.10%3.71%4.38%Q4 2019Q3 202316
MRK Merck & Co16162.53%3.42%4.47%Q4 2019Q3 202316
GILD Gilead Sciences16160.01%3.09%4.78%Q4 2019Q3 202316
JNPR Juniper Networks16160.00%2.73%3.51%Q4 2019Q3 202316
MO Altria Group16162.22%2.66%3.06%Q4 2019Q3 202316
ACN ACCENTURE PLC IRELAND ...16160.20%1.67%2.33%Q4 2019Q3 202316
MSFT Microsoft16160.36%1.05%1.53%Q4 2019Q3 202316
GOOGL Alphabet A16160.16%0.87%1.70%Q4 2019Q3 202316
V VISA INC COM CL A16160.55%0.79%1.09%Q4 2019Q3 202316
IVV iShares S&P 50016160.38%0.74%1.02%Q4 2019Q3 202316
IWD iShares Russell 1000 V...16160.29%0.45%1.04%Q4 2019Q3 202316
TJX TJX COS INC NEW COM16160.24%0.39%0.52%Q4 2019Q3 202316
CTSH COGNIZANT TECHNOLOGY S...16160.19%0.28%0.39%Q4 2019Q3 202316
BST BLACKROCK SCIENCE & TE...16160.12%0.27%0.46%Q4 2019Q3 202316
VOE Vanguard Mid-Cap Value16160.17%0.24%0.33%Q4 2019Q3 202316
IJK iShares S&P Mid-Cap 40...16160.14%0.20%0.27%Q4 2019Q3 202316
IVW iShares S&P 500 Growth...16160.15%0.19%0.21%Q4 2019Q3 202316
XOM EXXON MOBIL CORP COM16160.13%0.18%0.23%Q4 2019Q3 202316
SCHD Schwab US Dividend Equ...15151.23%3.98%7.70%Q1 2020Q3 202315
MA MASTERCARD INCORPORATE...1231.12%1.70%2.32%Q4 2019Q3 202315
JPM JPMorgan Chase1230.05%1.67%2.78%Q4 2019Q3 202315
DVY iShares Select Dividen...15151.10%1.32%1.55%Q1 2020Q3 202315
GOOG Alphabet C1230.23%1.25%2.84%Q4 2019Q3 202315
AMZN Amazon1230.72%1.00%1.36%Q4 2019Q3 202315
VOO VANGUARD S&P 500 ETF15150.63%0.97%1.31%Q1 2020Q3 202315
PG PROCTER AND GAMBLE CO COM1230.50%0.91%1.32%Q4 2019Q3 202315
HPQ HP Inc.1230.64%0.77%0.92%Q4 2019Q3 202315
IBM International Business...1230.23%0.49%0.85%Q4 2019Q3 202315
SGRY SURGERY PARTNERS INC COM1230.20%0.47%0.89%Q4 2019Q3 202315
FB META PLATFORMS INC CL A1230.20%0.39%0.65%Q4 2019Q3 202315
WFC Wells Fargo1230.18%0.34%0.53%Q4 2019Q3 202315
EHC ENCOMPASS HEALTH CORP COM1230.12%0.29%0.42%Q4 2019Q3 202315
HPE Hewlett Packard Enterp...1230.06%0.25%0.31%Q4 2019Q3 202315
MCD MCDONALDS CORP COM1230.20%0.22%0.25%Q4 2019Q3 202315
JNJ JOHNSON & JOHNSON COM1230.16%0.21%0.26%Q4 2019Q3 202315
RLI RLI CORP COM1230.19%0.21%0.24%Q4 2019Q3 202315
CME CME1230.17%0.20%0.24%Q4 2019Q3 202315
TSLA Tesla1230.02%0.17%0.36%Q4 2019Q3 202315
KMI KINDER MORGAN INC DEL COM1230.10%0.15%0.19%Q4 2019Q3 202315
COST COSTCO WHSL CORP NEW COM1230.07%0.15%0.23%Q4 2019Q3 202315
BRKB BERKSHIRE HATHAWAY INC...1230.12%0.15%0.19%Q4 2019Q3 202315
JPS NUVEEN PFD & INCOME SE...1230.05%0.11%0.16%Q4 2019Q3 202315
VZ Verizon14140.63%2.69%3.70%Q4 2019Q1 202314
ROST ROSS STORES INC COM860.03%1.32%4.02%Q4 2019Q3 202314
SBUX STARBUCKS CORP COM1010.10%0.15%0.21%Q4 2019Q3 202314
MOAT VANECK VECTORS MORNING...14140.02%0.15%0.26%Q2 2020Q3 202314
IWR ISHARES RUSSELL MID-CA...14140.02%0.13%0.24%Q2 2020Q3 202314
VO VANGUARD MID-CAP INDEX...14140.02%0.12%0.24%Q2 2020Q3 202314
IWP ISHARES RUSSELL MID-CA...14140.02%0.12%0.23%Q2 2020Q3 202314
HLI Houlihan Lokey13131.85%2.24%2.67%Q3 2020Q3 202313
PFE PFIZER INC COM1210.00%1.80%3.64%Q4 2019Q3 202313
TMUS T-Mobile US Inc.910.11%0.26%0.40%Q4 2019Q3 202313
TTD Trade Desk1010.08%0.14%0.21%Q4 2019Q3 202313
SPY SPDR S&P 500 ETF TRUST13130.12%0.14%0.16%Q4 2019Q4 202213
CVS CVS Health Corp12122.35%3.22%3.69%Q4 2019Q3 202212
WBA Walgreens Boots Alliance12120.02%2.55%3.59%Q4 2019Q3 202212
INTC Intel840.09%0.87%3.47%Q4 2019Q4 202212
DLR Digital Realty Trust1110.00%0.79%4.90%Q4 2019Q3 202312
KBA KRANESHARES BOSERA MSC...12120.19%0.28%0.37%Q4 2019Q3 202212
BAX Baxter12120.17%0.26%0.34%Q4 2019Q3 202212
IJH iShares S&P Mid-Cap - ETF840.00%0.18%0.43%Q4 2019Q3 202312
HD Home Depot1020.08%0.12%0.19%Q4 2019Q3 202312
QQQ INVESCO QQQ TRUST SERI...930.00%0.08%0.16%Q1 2020Q3 202312
CCI Crown Castle11113.36%3.93%4.66%Q4 2019Q2 202211
GOLD BARRICK GOLD CORPORATI...11110.09%0.15%0.21%Q1 2020Q3 202211
TGT Target1010.01%0.13%0.18%Q4 2019Q1 202311
QLD PROSHARES ULTRA QQQ1010.07%0.12%0.16%Q4 2019Q2 202311
ABBV Abbvie10100.25%3.66%4.51%Q4 2019Q1 202210
DUK Duke Energy Corp10101.64%2.96%3.46%Q4 2019Q1 202210
EXC Exelon10101.99%2.23%2.48%Q3 2020Q4 202210
EXAS EXACT SCIENCES CORP COM10100.14%0.23%0.34%Q4 2019Q1 202210
LHX L3HARRIS TECHNOLOGIES ...10100.18%0.20%0.24%Q4 2019Q1 202210
MPLX MPLX LP COM UNIT REP LTD730.13%0.14%0.16%Q1 2021Q3 202310
EW EDWARDS LIFESCIENCES C...10100.10%0.12%0.14%Q4 2019Q1 202210
ORCL ORACLE CORP COM820.10%0.11%0.14%Q4 2019Q3 202310
BCX BLACKROCK RES & COMMOD...640.00%0.09%0.18%Q1 2020Q4 202210
AVGO BROADCOM INC COM820.00%0.07%0.15%Q4 2019Q3 202310
LLY LILLY ELI & CO COM820.01%0.04%0.16%Q4 2019Q3 202310
HII Huntington Ingalls991.94%3.04%4.01%Q3 2021Q3 20239
CAT Caterpillar Inc991.83%2.73%3.76%Q4 2019Q4 20219
CVX Chevron991.98%2.36%3.05%Q4 2019Q4 20219
NKE NIKE INC CL B990.09%0.12%0.14%Q4 2019Q4 20219
NFLX Netflix990.05%0.11%0.15%Q4 2019Q4 20219
SLYG SPDR S&P 600 SMALL CAP...720.02%0.07%0.17%Q2 2020Q3 20239
WELL Welltower882.38%2.76%3.43%Q4 2019Q3 20218
D Dominion Energy880.01%1.50%4.13%Q4 2019Q3 20218
KEY KeyCorp880.01%0.60%2.94%Q4 2019Q3 20218
APO APOLLO GLOBAL MGMT INC...880.13%0.19%0.27%Q4 2019Q3 20218
CTXS CITRIX SYS INC COM880.10%0.15%0.19%Q4 2019Q3 20218
BABA ALIBABA GROUP HLDG LTD...880.06%0.14%0.21%Q4 2019Q3 20218
DECK DECKERS OUTDOOR CORP COM880.08%0.11%0.12%Q4 2019Q3 20218
WMT WALMART INC COM880.09%0.11%0.13%Q4 2019Q3 20218
AMGN AMGEN INC COM880.09%0.11%0.12%Q4 2019Q3 20218
KSS KOHLS CORP COM880.05%0.10%0.16%Q4 2019Q3 20218
DOCU DOCUSIGN INC COM880.04%0.09%0.12%Q4 2019Q3 20218
BDX BECTON DICKINSON & CO COM880.04%0.09%0.16%Q4 2019Q3 20218
BA BOEING CO COM880.03%0.09%0.17%Q4 2019Q3 20218
LITE LUMENTUM HLDGS INC COM880.07%0.08%0.10%Q4 2019Q3 20218
DSL DOUBLELINE INCOME SOLU...530.07%0.08%0.10%Q3 2020Q3 20238
ICHR ICHOR HOLDINGS SHS880.05%0.07%0.11%Q4 2019Q3 20218
INFY INFOSYS LTD SPONSORED ADR880.06%0.07%0.08%Q4 2019Q3 20218
IONS IONIS PHARMACEUTICALS ...880.04%0.07%0.09%Q4 2019Q3 20218
FNKO FUNKO INC COM CL A880.03%0.07%0.11%Q4 2019Q3 20218
CMCSA Comcast880.06%0.07%0.08%Q4 2019Q3 20218
FSLY FASTLY INC CL A880.02%0.07%0.11%Q4 2019Q3 20218
NOC NORTHROP GRUMMAN CORP COM880.03%0.07%0.13%Q4 2019Q3 20218
CI CIGNA CORP NEW COM880.01%0.06%0.13%Q4 2019Q3 20218
GDOT GREEN DOT CORP CL A880.03%0.06%0.08%Q4 2019Q3 20218
IRBT IROBOT CORP COM880.03%0.06%0.09%Q4 2019Q3 20218
SWKS SKYWORKS SOLUTIONS INC...880.05%0.06%0.06%Q4 2019Q3 20218
TWTR Twitter880.04%0.06%0.07%Q4 2019Q3 20218
YELP YELP INC CL A880.04%0.06%0.08%Q4 2019Q3 20218
AXP AMERICAN EXPRESS CO COM880.04%0.05%0.09%Q4 2019Q3 20218
VTR VENTAS INC COM880.01%0.05%0.13%Q4 2019Q3 20218
ADBE Adobe880.03%0.05%0.08%Q4 2019Q3 20218
MGA MAGNA INTL INC COM880.03%0.05%0.06%Q4 2019Q3 20218
FBHS FORTUNE BRANDS HOME & ...880.03%0.05%0.06%Q4 2019Q3 20218
TXN TEXAS INSTRS INC COM880.04%0.05%0.06%Q4 2019Q3 20218
PEP PepsiCo880.04%0.04%0.06%Q4 2019Q3 20218
HON HONEYWELL INTL INC COM880.04%0.04%0.05%Q4 2019Q3 20218
XLNX XILINX INC COM880.04%0.04%0.05%Q4 2019Q3 20218
APD AIR PRODS & CHEMS INC COM880.03%0.04%0.06%Q4 2019Q3 20218
WDC WESTERN DIGITAL CORP. COM880.03%0.04%0.05%Q4 2019Q3 20218
NSC NORFOLK SOUTHN CORP COM880.03%0.04%0.05%Q4 2019Q3 20218
AEP American Electric Power880.02%0.04%0.06%Q4 2019Q3 20218
PINS PINTEREST INC CL A880.02%0.04%0.06%Q4 2019Q3 20218
DXC DXC TECHNOLOGY CO COM880.01%0.04%0.06%Q4 2019Q3 20218
SPGI S&P GLOBAL INC COM880.03%0.04%0.04%Q4 2019Q3 20218
ISRG INTUITIVE SURGICAL INC...880.03%0.04%0.04%Q4 2019Q3 20218
ZTS ZOETIS INC CL A880.03%0.03%0.04%Q4 2019Q3 20218
ITOT iShares Core S&P Total...880.00%0.03%0.13%Q4 2019Q3 20218
CDW CDW CORP COM880.03%0.03%0.04%Q4 2019Q3 20218
EBAY EBAY INC. COM880.02%0.03%0.04%Q4 2019Q3 20218
PGR PROGRESSIVE CORP OHIO COM880.02%0.03%0.04%Q4 2019Q3 20218
DIS DISNEY WALT CO COM DISNEY880.02%0.03%0.04%Q4 2019Q3 20218
HOLX HOLOGIC INC COM880.02%0.03%0.03%Q4 2019Q3 20218
A AGILENT TECHNOLOGIES I...880.02%0.03%0.03%Q4 2019Q3 20218
FITB FIFTH THIRD BANCORP COM880.00%0.03%0.06%Q4 2019Q3 20218
JD JD.COM INC SPON ADR CL A880.01%0.02%0.03%Q4 2019Q3 20218
GLW CORNING INC COM880.01%0.02%0.05%Q4 2019Q3 20218
WRAP WRAP TECHNOLOGIES INC COM710.00%0.02%0.05%Q1 2021Q1 20238
FVD FIRST TRUST VALUE LINE...880.02%0.02%0.02%Q4 2019Q3 20218
ABB ABB LTD SPONSORED ADR880.02%0.02%0.02%Q4 2019Q3 20218
NCLH NORWEGIAN CRUISE LINE ...880.02%0.02%0.03%Q4 2019Q3 20218
PYPL PayPal880.01%0.02%0.03%Q4 2019Q3 20218
AMAT APPLIED MATLS INC COM880.01%0.02%0.03%Q4 2019Q3 20218
IWB iShares Russell 1000 -...880.02%0.02%0.02%Q4 2019Q3 20218
FISV FISERV INC COM880.02%0.02%0.02%Q4 2019Q3 20218
PHM PULTE GROUP INC COM880.01%0.02%0.02%Q4 2019Q3 20218
HBI HANESBRANDS INC COM880.01%0.02%0.02%Q4 2019Q3 20218
AMT AMERICAN TOWER CORP NE...880.02%0.02%0.02%Q4 2019Q3 20218
DLB DOLBY LABORATORIES INC...880.02%0.02%0.02%Q4 2019Q3 20218
UPS UNITED PARCEL SERVICE ...880.01%0.02%0.02%Q4 2019Q3 20218
LOW LOWES COS INC COM880.01%0.02%0.02%Q4 2019Q3 20218
KEYS KEYSIGHT TECHNOLOGIES ...880.01%0.02%0.02%Q4 2019Q3 20218
UNH UNITEDHEALTH GROUP INC...880.01%0.02%0.02%Q4 2019Q3 20218
CRM SALESFORCE COM INC COM880.00%0.02%0.03%Q4 2019Q3 20218
EPAM EPAM SYS INC COM880.01%0.02%0.02%Q4 2019Q3 20218
NJR NEW JERSEY RES CORP COM880.01%0.02%0.02%Q4 2019Q3 20218
SHW SHERWIN WILLIAMS CO COM880.01%0.01%0.02%Q4 2019Q3 20218
EIX EDISON INTL COM880.01%0.01%0.02%Q4 2019Q3 20218
SPLK SPLUNK INC COM880.01%0.01%0.02%Q4 2019Q3 20218
XLF FINANCIAL SELECT SECTO...880.01%0.01%0.02%Q4 2019Q3 20218
NYCB NEW YORK CMNTY BANCORP...880.01%0.01%0.02%Q4 2019Q3 20218
XEL XCEL ENERGY INC COM880.01%0.01%0.02%Q4 2019Q3 20218
ETN Eaton Corp880.01%0.01%0.02%Q4 2019Q3 20218
BKNG BOOKING HOLDINGS INC COM880.01%0.01%0.02%Q4 2019Q3 20218
F FORD MTR CO DEL COM880.01%0.01%0.03%Q4 2019Q3 20218
RL RALPH LAUREN CORP CL A880.01%0.01%0.02%Q4 2019Q3 20218
DIA SPDR DOW JONES INDUSTR...880.01%0.01%0.02%Q4 2019Q3 20218
LOCO EL POLLO LOCO HLDGS IN...880.01%0.01%0.04%Q4 2019Q3 20218
MPC MARATHON PETE CORP COM880.01%0.01%0.02%Q4 2019Q3 20218
PPG PPG INDS INC COM880.01%0.01%0.01%Q4 2019Q3 20218
CL COLGATE PALMOLIVE CO COM880.01%0.01%0.02%Q4 2019Q3 20218
LQD ISHARES IBOXX $ INVEST...880.01%0.01%0.01%Q4 2019Q3 20218
TIP ISHARES TIPS BOND ETF880.01%0.01%0.01%Q4 2019Q3 20218
MDT MEDTRONIC PLC SHS880.01%0.01%0.01%Q4 2019Q3 20218
SO SOUTHERN CO COM880.01%0.01%0.01%Q4 2019Q3 20218
IBB ISHARES NASDAQ BIOTECH...880.01%0.01%0.01%Q4 2019Q3 20218
WCN WASTE CONNECTIONS INC COM880.01%0.01%0.01%Q4 2019Q3 20218
C CITIGROUP INC COM NEW880.01%0.01%0.01%Q4 2019Q3 20218
TRV TRAVELERS COMPANIES IN...880.01%0.01%0.01%Q4 2019Q3 20218
T AT&T880.01%0.01%0.01%Q4 2019Q3 20218
MTG MGIC INVT CORP WIS COM880.01%0.01%0.01%Q4 2019Q3 20218
LYFT LYFT INC CL A COM880.01%0.01%0.01%Q4 2019Q3 20218
ED CONSOLIDATED EDISON IN...880.01%0.01%0.01%Q4 2019Q3 20218
BAC BK OF AMERICA CORP COM880.01%0.01%0.01%Q4 2019Q3 20218
UAL UNITED AIRLS HLDGS INC...880.01%0.01%0.01%Q4 2019Q3 20218
ABT Abbott Labs880.00%0.01%0.03%Q4 2019Q3 20218
PM PHILIP MORRIS INTL INC...880.01%0.01%0.01%Q4 2019Q3 20218
ENB ENBRIDGE INC COM880.01%0.01%0.01%Q4 2019Q3 20218
ANSS ANSYS INC COM880.00%0.01%0.01%Q4 2019Q3 20218
RY Royal Bank of Canada880.01%0.01%0.01%Q4 2019Q3 20218
AME AMETEK INC COM880.01%0.01%0.01%Q4 2019Q3 20218
FTNT FORTINET INC COM880.00%0.01%0.01%Q4 2019Q3 20218
ICE INTERCONTINENTAL EXCHA...880.01%0.01%0.01%Q4 2019Q3 20218
PEAK HEALTHPEAK PROPERTIES ...880.01%0.01%0.01%Q4 2019Q3 20218
MSI MOTOROLA SOLUTIONS INC...880.00%0.01%0.01%Q4 2019Q3 20218
ULTA Ulta Beauty880.00%0.01%0.01%Q4 2019Q3 20218
MS Morgan Stanley880.00%0.01%0.01%Q4 2019Q3 20218
LNN LINDSAY CORP COM880.00%0.00%0.01%Q4 2019Q3 20218
EMD WESTERN ASSET EMERGING...880.00%0.00%0.01%Q4 2019Q3 20218
GMED GLOBUS MED INC CL A880.00%0.00%0.01%Q4 2019Q3 20218
PBA PEMBINA PIPELINE CORP COM880.00%0.00%0.01%Q4 2019Q3 20218
DDD 3-D Systems880.00%0.00%0.01%Q4 2019Q3 20218
OSK OSHKOSH CORP COM880.00%0.00%0.01%Q4 2019Q3 20218
CLF CLEVELAND-CLIFFS INC N...880.00%0.00%0.01%Q4 2019Q3 20218
KLAC KLA CORPORATION COM NEW880.00%0.00%0.00%Q4 2019Q3 20218
Micro Focus Int'l PLC880.00%0.00%0.02%Q4 2019Q3 20218
XPO XPO LOGISTICS INC COM880.00%0.00%0.00%Q4 2019Q3 20218
CRON CRONOS GROUP INC COM880.00%0.00%0.00%Q4 2019Q3 20218
ABMD ABIOMED INC COM880.00%0.00%0.00%Q4 2019Q3 20218
WAB WABTEC COM880.00%0.00%0.00%Q4 2019Q3 20218
HRL HORMEL FOODS CORP COM880.00%0.00%0.00%Q4 2019Q3 20218
COF CAPITAL ONE FINL CORP COM880.00%0.00%0.00%Q4 2019Q3 20218
SAGE SAGE THERAPEUTICS INC COM880.00%0.00%0.00%Q4 2019Q3 20218
CGC CANOPY GROWTH CORP COM880.00%0.00%0.00%Q4 2019Q3 20218
KR KROGER CO COM880.00%0.00%0.00%Q4 2019Q3 20218
OPK OPKO HEALTH INC COM880.00%0.00%0.00%Q4 2019Q3 20218
SSYS STRATASYS LTD SHS880.00%0.00%0.00%Q4 2019Q3 20218
ACCO ACCO BRANDS CORP COM880.00%0.00%0.00%Q4 2019Q3 20218
TEF TELEFONICA S A SPONSOR...880.00%0.00%0.00%Q4 2019Q3 20218
NOK NOKIA CORP SPONSORED ADR880.00%0.00%0.00%Q4 2019Q3 20218
PTC PTC INC COM880.00%0.00%0.00%Q4 2019Q3 20218
VIAV VIAVI SOLUTIONS INC COM880.00%0.00%0.00%Q4 2019Q3 20218
NVS Novartis772.45%2.69%3.04%Q1 2022Q3 20237
RYH Invesco S&P 500 Eq. We...520.01%2.34%3.50%Q3 2021Q3 20237
RYT INVESCO S&P 500 EQUAL ...410.00%1.80%3.57%Q1 2020Q3 20237
IOO iShares S&P Global 100430.01%0.13%0.20%Q2 2021Q3 20237
PGX INVESCO PREFERRED ETF770.08%0.10%0.12%Q3 2020Q1 20227
ABR ARBOR REALTY TRUST INC...520.08%0.10%0.10%Q3 2020Q3 20237
EPD ENTERPRISE PRODS PARTN...520.08%0.10%0.13%Q3 2020Q3 20237
FLAHERTY & CRUMRINE DY...520.07%0.09%0.12%Q3 2020Q3 20237
PANW PALO ALTO NETWORKS INC...770.04%0.06%0.08%Q1 2020Q3 20217
BOE BLACKROCK ENHANCED GLO...770.00%0.03%0.07%Q1 2020Q3 20217
AMD ADVANCED MICRO DEVICES...770.02%0.03%0.04%Q1 2020Q3 20217
AMCX AMC NETWORKS INC CL A770.01%0.02%0.04%Q1 2020Q3 20217
CLXPF CYBIN INC COM430.01%0.02%0.04%Q4 2021Q3 20237
PLAY DAVE & BUSTERS ENTMT I...770.01%0.02%0.03%Q4 2019Q2 20217
TMO THERMO FISHER SCIENTIF...770.00%0.01%0.02%Q1 2020Q3 20217
AYI ACUITY BRANDS INC COM770.01%0.01%0.01%Q1 2020Q3 20217
CSX CSX CORP COM770.01%0.01%0.01%Q4 2019Q2 20217
RTX RAYTHEON TECHNOLOGIES ...770.00%0.01%0.01%Q1 2020Q3 20217
ALXN ALEXION PHARMACEUTICAL...770.00%0.01%0.02%Q4 2019Q2 20217
DELL DELL TECHNOLOGIES INC ...770.00%0.00%0.01%Q4 2019Q2 20217
UCO PROSHARES ULTRA BLOOMB...770.00%0.00%0.00%Q1 2020Q3 20217
ADX ADAMS DIVERSIFIED EQUI...770.00%0.00%0.00%Q1 2020Q3 20217
WRK Westrock660.00%0.89%2.96%Q4 2019Q1 20216
DNLI DENALI THERAPEUTICS IN...660.09%0.18%0.27%Q3 2020Q4 20216
SPGP Invesco S&P 500 GARP420.02%0.15%0.20%Q3 2021Q3 20236
GE General Electric660.05%0.07%0.08%Q4 2019Q1 20216
ACWV ISHARES MSCI GLOBAL MI...660.04%0.06%0.06%Q2 2020Q3 20216
OSH OAK STR HEALTH INC COM510.02%0.04%0.12%Q3 2020Q1 20236
AIF APOLLO TACTICAL INCOME...420.00%0.04%0.13%Q1 2020Q3 20236
IWO ISHARES RUSSELL 2000 G...660.02%0.03%0.04%Q2 2020Q3 20216
CRWD CROWDSTRIKE HLDGS INC ...660.02%0.02%0.03%Q2 2020Q3 20216
RSP INVESCO S&P 500 EQUAL ...660.01%0.02%0.05%Q1 2020Q2 20216
SENS SENSEONICS HLDGS INC COM660.01%0.01%0.02%Q1 2021Q2 20226
FOCS FOCUS FINL PARTNERS IN...660.01%0.01%0.01%Q4 2019Q1 20216
BLK BLACKROCK INC COM660.01%0.01%0.01%Q2 2020Q3 20216
NI NISOURCE INC COM660.01%0.01%0.01%Q4 2019Q1 20216
EOG EOG RES INC COM660.00%0.01%0.01%Q4 2019Q1 20216
WIX WIX COM LTD SHS660.00%0.01%0.01%Q2 2020Q3 20216
LRCX LAM RESEARCH CORP COM660.00%0.00%0.01%Q2 2020Q3 20216
USO UNITED STATES OIL FUND...660.00%0.00%0.00%Q2 2020Q3 20216
WORK SLACK TECHNOLOGIES INC...660.00%0.00%0.02%Q1 2020Q2 20216
VRTX VERTEX PHARMACEUTICALS...660.00%0.00%0.00%Q1 2020Q2 20216
LUV SOUTHWEST AIRLS CO COM660.00%0.00%0.00%Q2 2020Q3 20216
DBX DROPBOX INC CL A660.00%0.00%0.00%Q4 2019Q1 20216
PRSP Perspecta Inc.660.00%0.00%0.00%Q4 2019Q1 20216
ACB AURORA CANNABIS INC COM660.00%0.00%0.00%Q2 2020Q3 20216
MNKKQ MALLINCKRODT PUB LTD C...660.00%0.00%0.00%Q4 2019Q1 20216
USMV iShares MSCI USA Min V...553.00%4.87%6.25%Q3 2022Q3 20235
XLC Communication Services...550.10%1.10%2.32%Q3 2022Q3 20235
Z ZILLOW GROUP INC CL C ...550.13%0.19%0.24%Q3 2020Q3 20215
ACV VIRTUS ALLIANZGI DIVER...550.13%0.16%0.19%Q1 2021Q1 20225
IGM iShares Expanded Tech ...320.02%0.12%0.16%Q3 2021Q3 20235
BIP BROOKFIELD INFRAST PAR...550.08%0.09%0.09%Q3 2020Q3 20215
PCI PIMCO DYNAMIC CR INCOM...550.07%0.08%0.09%Q3 2020Q3 20215
PFD FLAHERTY & CRUMRINE PF...550.06%0.08%0.09%Q3 2020Q3 20215
MESO MESOBLAST LTD SPONS ADR550.02%0.02%0.02%Q3 2020Q3 20215
FSK FS KKR CAPITAL CORP COM550.02%0.02%0.02%Q3 2020Q3 20215
HYT BLACKROCK CORPOR HI YL...410.00%0.01%0.05%Q1 2020Q3 20235
KDP KEURIG DR PEPPER INC COM550.01%0.01%0.01%Q3 2020Q3 20215
SMG SCOTTS MIRACLE-GRO CO ...550.00%0.00%0.01%Q2 2020Q2 20215
ERIC ERICSSON ADR B SEK 10550.00%0.00%0.00%Q2 2020Q2 20215
TRI THOMSON REUTERS CORP. ...550.00%0.00%0.00%Q2 2020Q2 20215
VMC VULCAN MATLS CO COM550.00%0.00%0.00%Q2 2020Q2 20215
SBAC SBA COMMUNICATIONS COR...550.00%0.00%0.00%Q2 2020Q2 20215
CLX CLOROX CO DEL COM550.00%0.00%0.00%Q2 2020Q2 20215
MDLZ MONDELEZ INTL INC CL A550.00%0.00%0.00%Q2 2020Q2 20215
IPI INTREPID POTASH INC COM550.00%0.00%0.00%Q3 2020Q3 20215
EUSA iShares MSCI USA Equal...442.60%3.52%4.10%Q4 2022Q3 20234
Constellation Energy440.85%1.16%1.44%Q1 2022Q4 20224
IWY iShares Russell Top 20...440.80%0.86%0.94%Q4 2022Q3 20234
OEF iShares S&P 100440.68%0.72%0.81%Q4 2022Q3 20234
VTI VANGUARD TOTAL STOCK M...440.46%0.49%0.52%Q4 2021Q3 20224
REGN REGENERON PHARMACEUTIC...440.13%0.21%0.28%Q4 2019Q3 20204
IWV iShares Russell 3000440.12%0.13%0.14%Q4 2022Q3 20234
VT VANGUARD TOTAL WORLD S...440.10%0.11%0.12%Q4 2019Q3 20204
SPYX SPDR S&P 500 FOSSIL FU...310.05%0.11%0.12%Q3 2021Q3 20234
FAST FASTENAL CO COM440.03%0.04%0.04%Q4 2019Q3 20204
BIIB BIOGEN INC COM440.01%0.03%0.05%Q4 2020Q3 20214
AGG ISHARES CORE U.S. AGGR...440.01%0.02%0.03%Q1 2020Q4 20204
ROK ROCKWELL AUTOMATION IN...440.01%0.01%0.01%Q1 2020Q4 20204
TLRDQ TAILORED BRANDS INC COM440.00%0.01%0.03%Q4 2019Q3 20204
IEFA ISHARES CORE MSCI EAFE...440.01%0.01%0.01%Q1 2020Q4 20204
NEA NUVEEN AMT FREE QLTY M...440.01%0.01%0.01%Q1 2020Q4 20204
NAD NUVEEN QUALITY MUNCP I...440.00%0.01%0.01%Q1 2020Q4 20204
BDJ BLACKROCK ENHANCED EQU...440.00%0.01%0.01%Q1 2020Q4 20204
AOD ABERDEEN TOTAL DYNAMIC...440.00%0.01%0.01%Q1 2020Q4 20204
IWM iShares Russell 2000 -...440.00%0.01%0.01%Q1 2020Q4 20204
TDG TRANSDIGM GROUP INC COM440.00%0.00%0.01%Q4 2019Q3 20204
AVK ADVENT CONVERTIBLE & I...440.00%0.00%0.01%Q1 2020Q4 20204
ECL ECOLAB INC COM440.00%0.00%0.01%Q4 2019Q3 20204
MUI BLACKROCK MUNI INTER D...440.00%0.00%0.01%Q1 2020Q4 20204
AFB ALLIANCEBERNSTEIN NATL...440.00%0.00%0.00%Q1 2020Q4 20204
MYI BLACKROCK MUNIYIELD QU...440.00%0.00%0.00%Q1 2020Q4 20204
BGY BLACKROCK ENHANCED INT...440.00%0.00%0.00%Q1 2020Q4 20204
FPF FIRST TR INTER DUR PFD...440.00%0.00%0.00%Q1 2020Q4 20204
GHY PGIM GLOBAL HIGH YIELD...440.00%0.00%0.00%Q1 2020Q4 20204
EOD WELLS FARGO GLOBAL DIV...440.00%0.00%0.00%Q1 2020Q4 20204
IGR CBRE CLARION GLOBAL RE...440.00%0.00%0.00%Q1 2020Q4 20204
JRI NUVEEN REAL ASSET INCO...440.00%0.00%0.00%Q1 2020Q4 20204
ISD PGIM HIGH YIELD BOND F...440.00%0.00%0.00%Q1 2020Q4 20204
JPC NUVEEN PFD & INCOME OP...440.00%0.00%0.00%Q1 2020Q4 20204
AWP ABERDEEN GLOBAL PREMIE...440.00%0.00%0.00%Q1 2020Q4 20204
EAD WELLS FARGO INCOME OPP...440.00%0.00%0.00%Q1 2020Q4 20204
SCD LMP CAP & INCOME FD IN...440.00%0.00%0.00%Q1 2020Q4 20204
VTRS VIATRIS INC COM440.00%0.00%0.00%Q4 2020Q3 20214
DPG DUFF & PHELPS UTLITY A...440.00%0.00%0.00%Q1 2020Q4 20204
DSU BLACKROCK DEBT STRATEG...440.00%0.00%0.00%Q1 2020Q4 20204
ARDC ARES DYNAMIC CR ALLOCA...440.00%0.00%0.00%Q1 2020Q4 20204
MQT BLACKROCK MUNIYIELD QU...440.00%0.00%0.00%Q1 2020Q4 20204
JGH NUVEEN GLOBAL HIGH INC...440.00%0.00%0.00%Q1 2020Q4 20204
EIM EATON VANCE MUN BD FD COM440.00%0.00%0.00%Q1 2020Q4 20204
EVV EATON VANCE LTD DURATI...440.00%0.00%0.00%Q1 2020Q4 20204
RNP COHEN & STEERS REIT & ...440.00%0.00%0.00%Q1 2020Q4 20204
GIM TEMPLETON GLOBAL INCOM...440.00%0.00%0.00%Q1 2020Q4 20204
GAM GENERAL AMERN INVS INC...440.00%0.00%0.00%Q1 2020Q4 20204
IJR ISHARES S&P SMALL-CAP ...310.00%0.00%0.00%Q1 2020Q3 20214
JQC NUVEEN CR STRATEGIES I...440.00%0.00%0.00%Q1 2020Q4 20204
TY TRI CONTL CORP COM440.00%0.00%0.00%Q1 2020Q4 20204
BIF BOULDER GROWTH & INCOM...440.00%0.00%0.00%Q1 2020Q4 20204
RA BROOKFIELD REAL ASSETS...440.00%0.00%0.00%Q1 2020Q4 20204
FSD FIRST TR HIGH INCOME L...440.00%0.00%0.00%Q1 2020Q4 20204
EHI WESTERN ASSET GLOBAL H...440.00%0.00%0.00%Q1 2020Q4 20204
IGD VOYA GLBL EQTY DIV & P...440.00%0.00%0.00%Q1 2020Q4 20204
SBI WESTERN ASSET INTER MU...440.00%0.00%0.00%Q1 2020Q4 20204
PPR VOYA PRIME RATE TR SH ...440.00%0.00%0.00%Q1 2020Q4 20204
PHD PIONEER FLOATING RATE ...440.00%0.00%0.00%Q1 2020Q4 20204
EFR EATON VANCE SR FLTNG R...440.00%0.00%0.00%Q1 2020Q4 20204
MGU MACQUARIE GLOBAL INFRA...440.00%0.00%0.00%Q1 2020Q4 20204
KTF DWS MUN INCOME TR COM440.00%0.00%0.00%Q1 2020Q4 20204
LDP COHEN & STEERS LTD DUR...440.00%0.00%0.00%Q1 2020Q4 20204
JPI NUVEEN PFD & INCOME TE...440.00%0.00%0.00%Q1 2020Q4 20204
MAV PIONEER MUN HIGH INCOM...440.00%0.00%0.00%Q1 2020Q4 20204
CII BLACKROCK ENH CAP & IN...440.00%0.00%0.00%Q1 2020Q4 20204
PPBT PURPLE BIOTECH LTD SPO...440.00%0.00%0.00%Q4 2020Q3 20214
FRA BLACKROCK FLOATING RAT...440.00%0.00%0.00%Q1 2020Q4 20204
MFL BLACKROCK MUNIHLDS INV...440.00%0.00%0.00%Q1 2020Q4 20204
MUE BLACKROCK MUNIHOLDINGS...440.00%0.00%0.00%Q1 2020Q4 20204
BYM BLACKROCK MUN INCOME Q...440.00%0.00%0.00%Q1 2020Q4 20204
TEI TEMPLETON EMERGING MKT...440.00%0.00%0.00%Q1 2020Q4 20204
TEAF TORTOISE ESSENTIAL ASS...440.00%0.00%0.00%Q1 2020Q4 20204
AFT APOLLO SR FLOATING RAT...440.00%0.00%0.00%Q1 2020Q4 20204
AWF ALLIANCEBERNSTEIN GLOB...440.00%0.00%0.00%Q1 2020Q4 20204
VWO Vanguard FTSE Emerging...310.00%0.00%0.00%Q1 2020Q3 20214
IDE VOYA INFRASTRUCTURE IN...440.00%0.00%0.00%Q1 2020Q4 20204
AGD ABERDEEN GLOBAL DYNAMI...440.00%0.00%0.00%Q1 2020Q4 20204
Doubleline Shiller CAP...339.82%9.85%9.87%Q1 2023Q3 20233
BMO Bank of Montreal330.00%0.92%2.75%Q4 2019Q2 20203
RDSB Royal Dutch Shell330.00%0.91%2.72%Q4 2019Q2 20203
BCE BCE Inc330.00%0.90%2.71%Q4 2019Q2 20203
SPG Simon Property Group330.00%0.80%2.40%Q4 2019Q2 20203
FXY INVESCO CURRENCYSHARES...330.39%0.44%0.48%Q1 2023Q3 20233
CM CANADIAN IMP BK COMM COM330.16%0.26%0.42%Q3 2021Q1 20223
JEPI JPMORGAN EQUITY PREMIU...330.22%0.22%0.23%Q1 2023Q3 20233
APOLLO GLOBAL MGMT INC...330.18%0.19%0.21%Q1 2022Q3 20223
ACV VIRTUS ALLIANZGI DIVER...330.09%0.15%0.21%Q2 2020Q4 20203
FLNG FLEX LNG LTD SHS330.14%0.14%0.15%Q1 2023Q3 20233
BAM BROOKFIELD ASSET MGMT ...330.10%0.11%0.11%Q4 2019Q2 20203
BSTZ BLACKROCK SCIENCE & TE...330.10%0.11%0.11%Q1 2023Q3 20233
NMZ NUVEEN MUN HIGH INCOME...330.10%0.10%0.11%Q1 2023Q3 20233
NUVEEN VRIABL RAT PFD ...330.09%0.09%0.10%Q1 2023Q3 20233
ET ENERGY TRANSFER LP COM...210.06%0.09%0.11%Q4 2019Q3 20233
PFN PIMCO INCOME STRATEGY ...330.05%0.08%0.10%Q1 2023Q3 20233
SQ SQUARE INC CL A330.06%0.07%0.07%Q1 2021Q3 20213
KWEB KRANESHARES CSI CHINA ...330.04%0.06%0.08%Q1 2021Q3 20213
RIO RIO TINTO PLC SPONSORE...330.05%0.06%0.07%Q1 2021Q3 20213
CHWY CHEWY INC CL A330.04%0.05%0.06%Q1 2021Q3 20213
PLTR PALANTIR TECHNOLOGIES ...330.03%0.03%0.04%Q1 2021Q3 20213
QCLN FIRST TRUST NASDAQ CLE...330.02%0.03%0.05%Q1 2021Q3 20213
ACAD ACADIA PHARMACEUTICALS...330.02%0.03%0.03%Q1 2021Q3 20213
MGM MGM RESORTS INTERNATIO...330.02%0.02%0.02%Q1 2021Q3 20213
FSK FS KKR CAPITAL CORP COM330.01%0.02%0.02%Q4 2019Q2 20203
IWN iShares Russell 2000 V...330.02%0.02%0.02%Q1 2021Q3 20213
NIO NIO INC SPON ADS330.01%0.01%0.02%Q1 2021Q3 20213
DAL DELTA AIR LINES INC DE...330.01%0.01%0.02%Q4 2019Q2 20203
RBLX ROBLOX CORP CL A330.01%0.01%0.01%Q1 2021Q3 20213
CMPS COMPASS PATHWAYS PLC S...330.01%0.01%0.01%Q1 2021Q3 20213
WH WYNDHAM HOTELS & RESOR...330.01%0.01%0.01%Q4 2019Q2 20203
AMLP ALERIAN MLP ETF330.00%0.01%0.01%Q2 2020Q4 20203
NFJ ALLIANZGI DIVIDEND INT...330.01%0.01%0.01%Q1 2020Q3 20203
DRIV GLOBAL X AUTONOMOUS & ...330.01%0.01%0.01%Q1 2021Q3 20213
IZRL ARK ISRAEL INNOVATIVE ...330.00%0.01%0.01%Q1 2021Q3 20213
WYND WYNDHAM DESTINATIONS I...330.00%0.00%0.01%Q4 2019Q2 20203
FIS FIDELITY NATL INFORMAT...210.00%0.00%0.00%Q4 2019Q3 20203
UBER UBER TECHNOLOGIES INC COM330.00%0.00%0.00%Q1 2021Q3 20213
AAL AMERICAN AIRLS GROUP I...330.00%0.00%0.00%Q4 2019Q2 20203
VTEB VANGUARD TAX-EXEMPT BO...330.00%0.00%0.00%Q1 2021Q3 20213
CARR CARRIER GLOBAL CORPORA...330.00%0.00%0.00%Q2 2020Q4 20203
REZI RESIDEO TECHNOLOGIES I...330.00%0.00%0.00%Q4 2019Q2 20203
VEU VANGUARD FTSE ALL-WORL...330.00%0.00%0.00%Q1 2021Q3 20213
OTIS OTIS WORLDWIDE CORP COM330.00%0.00%0.00%Q2 2020Q4 20203
GTX GARRETT MOTION INC COM330.00%0.00%0.00%Q4 2019Q2 20203
IPI INTREPID POTASH INC COM330.00%0.00%0.00%Q4 2019Q2 20203
FTRCQ FRONTIER COMMUNICATION...330.00%0.00%0.00%Q4 2019Q2 20203
VTV VANGUARD VALUE INDEX FUND330.00%0.00%0.00%Q1 2021Q3 20213
FLO Flowers Foods Inc.221.98%2.05%2.11%Q2 2023Q3 20232
IYZ iShares US Telecom ETF221.45%1.60%1.74%Q4 2022Q1 20232
XLP Consumer Staples Selec...220.32%0.32%0.32%Q4 2021Q1 20222
SIVB SVB FINANCIAL GROUP COM220.26%0.28%0.30%Q2 2022Q3 20222
MDY SPDR S&P MIDCAP 400 ETF220.16%0.17%0.18%Q1 2021Q2 20212
PDI PIMCO DYNAMIC INCOME F...220.12%0.12%0.12%Q2 2023Q3 20232
BGB BLACKSTONE STRATEGIC C...220.10%0.10%0.10%Q2 2023Q3 20232
HYB NEW AMER HIGH INCOME F...220.10%0.10%0.10%Q2 2023Q3 20232
NPCT NUVEEN CORE PLUS IMPAC...220.09%0.09%0.09%Q2 2023Q3 20232
General Electric220.08%0.08%0.08%Q2 2021Q3 20212
QGEN QIAGEN NV SHS NEW220.06%0.06%0.06%Q2 2021Q3 20212
OGN Organon & Co.220.00%0.06%0.11%Q2 2021Q3 20212
GWPH GW PHARMACEUTICALS PLC...220.04%0.04%0.04%Q3 2020Q4 20202
POTX GLOBAL X CANNABIS ETF220.03%0.04%0.04%Q4 2019Q1 20202
AOBC AMERICAN OUTDOOR BRAND...220.03%0.03%0.03%Q4 2019Q1 20202
FAX ABERDEEN ASIA-PACIFIC ...220.02%0.03%0.03%Q4 2021Q1 20222
PSN PARSONS CORPORATION COM220.01%0.02%0.03%Q4 2019Q1 20202
EEM ISHARES MSCI EMERGING ...220.02%0.02%0.02%Q1 2021Q2 20212
JWN NORDSTROM INC COM220.01%0.02%0.02%Q2 2021Q3 20212
ITW Illinois Tool Works110.01%0.02%0.02%Q4 2019Q3 20212
FTV FORTIVE CORP COM220.00%0.01%0.02%Q4 2019Q1 20202
RTN RAYTHEON CO COM NEW220.01%0.01%0.01%Q4 2019Q1 20202
XLE ENERGY SELECT SECTOR S...220.01%0.01%0.01%Q1 2021Q2 20212
SYK STRYKER CORPORATION COM110.00%0.01%0.02%Q4 2019Q3 20212
OIH VANECK VECTORS OIL SER...220.01%0.01%0.01%Q2 2021Q3 20212
AZN ASTRAZENECA PLC SPONSO...110.00%0.01%0.02%Q2 2020Q3 20212
CCIV LUCID GROUP INC COM220.01%0.01%0.01%Q1 2021Q2 20212
ACIA ACACIA COMMUNICATIONS ...220.01%0.01%0.01%Q4 2019Q1 20202
BMY BRISTOL-MYERS SQUIBB C...220.01%0.01%0.01%Q2 2020Q3 20202
MYMD PHARMACEUTICALS I...220.00%0.01%0.01%Q2 2023Q3 20232
SWBI SMITH & WESSON BRANDS ...220.00%0.01%0.01%Q2 2020Q3 20202
SNPS SYNOPSYS INC COM220.01%0.01%0.01%Q4 2019Q1 20202
ERX DIREXION DAILY ENERGY ...220.00%0.01%0.01%Q2 2020Q3 20202
DFS DISCOVER FINL SVCS COM220.00%0.01%0.01%Q4 2019Q1 20202
AMC AMC ENTMT HLDGS INC CL...220.00%0.01%0.01%Q2 2021Q3 20212
AL AIR LEASE CORP CL A220.00%0.01%0.01%Q4 2019Q1 20202
LYB LYONDELLBASELL INDUSTR...220.00%0.00%0.00%Q4 2019Q1 20202
NTNX NUTANIX INC CL A220.00%0.00%0.00%Q4 2019Q1 20202
YUM YUM BRANDS INC COM220.00%0.00%0.00%Q4 2019Q1 20202
DOW DOW INC COM220.00%0.00%0.00%Q4 2019Q1 20202
KO COCA COLA CO COM220.00%0.00%0.00%Q2 2020Q3 20202
TLRY TILRAY INC COM CL 2220.00%0.00%0.00%Q2 2021Q3 20212
ARKW ARK NEXT GENERATION IN...220.00%0.00%0.00%Q1 2021Q2 20212
ACB AURORA CANNABIS INC COM220.00%0.00%0.00%Q4 2019Q1 20202
SHM SPDR NUVEEN BLOOMBERG ...220.00%0.00%0.00%Q1 2021Q2 20212
ARKQ ARK AUTONOMOUS TECHNOL...220.00%0.00%0.00%Q1 2021Q2 20212
ARKK ARK INNOVATION ETF220.00%0.00%0.00%Q1 2021Q2 20212
ARKG ARK GENOMIC REVOLUTION...220.00%0.00%0.00%Q1 2021Q2 20212
GROM GROM SOCIAL ENTERPRISE...220.00%0.00%0.00%Q2 2021Q3 20212
UNP UNION PAC CORP COM110.00%0.00%0.00%Q1 2020Q3 20202
IWL ISHARES RUSSELL TOP 20...115.90%5.90%5.90%Q4 2022Q4 20221
DG Dollar General111.95%1.95%1.95%Q3 2023Q3 20231
DLY DOUBLELINE YIELD OPPOR...110.13%0.13%0.13%Q3 2023Q3 20231
RMM RIVERNORTH MANAGED DUR...110.12%0.12%0.12%Q1 2022Q1 20221
CRCM CARE COM INC COM110.10%0.10%0.10%Q4 2019Q4 20191
EMR EMERSON ELEC CO COM110.09%0.09%0.09%Q4 2019Q4 20191
AON AON PLC SHS CL A110.07%0.07%0.07%Q3 2021Q3 20211
ONTF ON24 INC COM110.06%0.06%0.06%Q3 2021Q3 20211
HTGC HERCULES CAPITAL INC COM110.06%0.06%0.06%Q3 2021Q3 20211
LAZ LAZARD LTD SHS A110.06%0.06%0.06%Q4 2019Q4 20191
EVN EATON VANCE MUNI INCOM...110.06%0.06%0.06%Q3 2021Q3 20211
DHR DANAHER CORPORATION COM110.06%0.06%0.06%Q4 2019Q4 20191
SUSA ISHARES MSCI USA ESG S...110.05%0.05%0.05%Q3 2021Q3 20211
SDG ISHARES MSCI GLOBAL IM...110.04%0.04%0.04%Q3 2021Q3 20211
ESGU ISHARES ESG AWARE MSCI...110.04%0.04%0.04%Q3 2021Q3 20211
SMOG VANECK VECTORS LOW CAR...110.03%0.03%0.03%Q3 2021Q3 20211
FIVE FIVE BELOW INC COM110.03%0.03%0.03%Q3 2021Q3 20211
PWV INVESCO DYNAMIC LARGE ...110.03%0.03%0.03%Q3 2021Q3 20211
GPN GLOBAL PMTS INC COM110.02%0.02%0.02%Q3 2021Q3 20211
VGT VANGUARD INFORMATION T...110.02%0.02%0.02%Q1 2020Q1 20201
NID NUVEEN INTER DURATION ...110.01%0.01%0.01%Q1 2020Q1 20201
SDY SPDR S&P DIVIDEND ETF110.01%0.01%0.01%Q3 2021Q3 20211
QCOM Qualcomm110.01%0.01%0.01%Q4 2019Q4 20191
XLU UTILITIES SELECT SECTO...110.01%0.01%0.01%Q3 2021Q3 20211
THW TEKLA WORLD HEALTHCARE...110.01%0.01%0.01%Q1 2020Q1 20201
IHF ISHARES U.S. HEALTHCAR...110.01%0.01%0.01%Q2 2020Q2 20201
BNDX VANGUARD TOTAL INTERNA...110.01%0.01%0.01%Q1 2020Q1 20201
BP BP PLC SPONSORED ADR110.01%0.01%0.01%Q4 2019Q4 20191
ARCHAEA ENERGY INC COM...110.01%0.01%0.01%Q3 2021Q3 20211
AMLP ALERIAN MLP ETF110.01%0.01%0.01%Q1 2020Q1 20201
AHT ASHFORD HOSPITALITY TR...110.01%0.01%0.01%Q2 2021Q2 20211
DISH DISH NETWORK CORPORATI...110.01%0.01%0.01%Q4 2019Q4 20191
NVO NOVO-NORDISK A S ADR110.01%0.01%0.01%Q3 2021Q3 20211
RICE RICE ACQUISITION CORP ...110.01%0.01%0.01%Q2 2021Q2 20211
EMN EASTMAN CHEM CO COM110.01%0.01%0.01%Q4 2019Q4 20191
SPYG SPDR PORTFOLIO S&P 500...110.01%0.01%0.01%Q1 2020Q1 20201
MGNI MAGNITE INC COM110.00%0.00%0.00%Q4 2020Q4 20201
FREL FIDELITY MSCI REAL EST...110.00%0.00%0.00%Q3 2021Q3 20211
DIDI DIDI GLOBAL INC SPONSO...110.00%0.00%0.00%Q3 2021Q3 20211
VFC V F CORP COM110.00%0.00%0.00%Q4 2019Q4 20191
FMX FOMENTO ECONOMICO MEXI...110.00%0.00%0.00%Q4 2019Q4 20191
CXSE WISDOMTREE CHINA EX-ST...110.00%0.00%0.00%Q3 2021Q3 20211
NFJ VIRTUS DIVIDEND INTERE...110.00%0.00%0.00%Q4 2020Q4 20201
DGRO ISHARES CORE DIVIDEND ...110.00%0.00%0.00%Q3 2021Q3 20211
FDX FEDEX CORP COM110.00%0.00%0.00%Q3 2021Q3 20211
VRSK VERISK ANALYTICS INC COM110.00%0.00%0.00%Q4 2019Q4 20191
PLL PIEDMONT LITHIUM INC COM110.00%0.00%0.00%Q3 2021Q3 20211
ASHFORD HOSPITALITY TR...110.00%0.00%0.00%Q3 2021Q3 20211
IUSG ISHARES CORE S&P U.S. ...110.00%0.00%0.00%Q1 2020Q1 20201
APHA APHRIA INC COM110.00%0.00%0.00%Q1 2021Q1 20211
MTSC MTS SYS CORP COM110.00%0.00%0.00%Q3 2020Q3 20201
GXO LOGISTICS INCORPOR...110.00%0.00%0.00%Q3 2021Q3 20211
IRM IRON MTN INC NEW COM110.00%0.00%0.00%Q1 2020Q1 20201
ATVI ACTIVISION BLIZZARD IN...110.00%0.00%0.00%Q1 2020Q1 20201
CTVA CORTEVA INC COM110.00%0.00%0.00%Q4 2019Q4 20191
VEA VANGUARD FTSE DEVELOPE...110.00%0.00%0.00%Q1 2020Q1 20201
DD DUPONT DE NEMOURS INC COM110.00%0.00%0.00%Q4 2019Q4 20191
TMUSR T-MOBILE US INC RT110.00%0.00%0.00%Q2 2020Q2 20201
KTOV KITOV PHARMA LTD SPONS...110.00%0.00%0.00%Q2 2020Q2 20201
GNLN GREENLANE HLDGS INC CL A110.00%0.00%0.00%Q3 2021Q3 20211
AOUT AMERICAN OUTDOOR BRAND...110.00%0.00%0.00%Q3 2020Q3 20201
AKS AK STL HLDG CORP COM110.00%0.00%0.00%Q4 2019Q4 20191
IUSV ISHARES CORE S&P U.S. ...110.00%0.00%0.00%Q1 2020Q1 20201
VCIT VANGUARD INTERMEDIATE-...110.00%0.00%0.00%Q1 2020Q1 20201
VMBS VANGUARD MORTGAGE-BACK...110.00%0.00%0.00%Q1 2020Q1 20201
HCA HCA HEALTHCARE INC COM110.00%0.00%0.00%Q1 2020Q1 20201
PBPB POTBELLY CORP COM110.00%0.00%0.00%Q3 2021Q3 20211
NTRS NORTHERN TR CORP COM110.00%0.00%0.00%Q4 2019Q4 20191
PLD PROLOGIS INC. COM110.00%0.00%0.00%Q1 2020Q1 20201
AIG AMERICAN INTL GROUP IN...110.00%0.00%0.00%Q4 2019Q4 20191
NVAX NOVAVAX INC COM NEW110.00%0.00%0.00%Q4 2019Q4 20191
CB CHUBB LIMITED COM110.00%0.00%0.00%Q1 2020Q1 20201
DUOLINGO INC CL A COM110.00%0.00%0.00%Q3 2021Q3 20211
GOVT ISHARES U.S. TREASURY ...110.00%0.00%0.00%Q1 2020Q1 20201
USHY ISHARES BROAD USD HIGH...110.00%0.00%0.00%Q1 2020Q1 20201
NANOVIRICIDES INC COM110.00%0.00%0.00%Q3 2021Q3 20211
EOI EATON VANCE ENHANCED E...110.00%0.00%0.00%Q1 2020Q1 20201
GPC GENUINE PARTS CO COM110.00%0.00%0.00%Q1 2020Q1 20201
KTOV KITOV PHARMA LTD SPONS...110.00%0.00%0.00%Q3 2020Q3 20201
KBWY INVESCO KBW PREMIUM YI...110.00%0.00%0.00%Q1 2020Q1 20201
AAP ADVANCE AUTO PARTS INC...110.00%0.00%0.00%Q1 2020Q1 20201
AIRSPAN NETWORKS HOLDI...110.00%0.00%0.00%Q3 2021Q3 20211
WU WESTERN UN CO COM110.00%0.00%0.00%Q1 2020Q1 20201
QYLD GLOBAL X NASDAQ 100 CO...110.00%0.00%0.00%Q1 2020Q1 20201
AIRSPAN NETWORKS HOLDI...110.00%0.00%0.00%Q3 2021Q3 20211
AIRSPAN NETWORKS HOLDI...110.00%0.00%0.00%Q3 2021Q3 20211
AIRSPAN NETWORKS HOLDI...110.00%0.00%0.00%Q3 2021Q3 20211
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The securities at the top of the list , including iShares Russell 1000 Growth - ETF, Vanguard High Dividend ETF, and Apple, are the highest-conviction holdings of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC owns currently or has owned in the past.