| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 Growth - ETF | 19 | Q2 2024 | 5.6% |
| Apple | 19 | Q2 2024 | 4.8% |
| Vanguard High Dividend ETF | 19 | Q2 2024 | 5.3% |
| Lockheed Martin | 19 | Q2 2024 | 5.1% |
| Cisco | 19 | Q2 2024 | 4.4% |
| Merck & Co | 19 | Q2 2024 | 4.5% |
| Gilead Sciences | 19 | Q2 2024 | 4.8% |
| Juniper Networks | 19 | Q2 2024 | 3.5% |
| Altria Group | 19 | Q2 2024 | 3.1% |
| ACCENTURE PLC IRELAND SHS CLASS A | 19 | Q2 2024 | 2.3% |
View WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-09 |
View WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.