$154 Million is the total value of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's 318 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | iShares Russell 1000 Growth - ETFetf | $8,134,000 | +10.8% | 29,961 | -0.8% | 5.29% | +4.0% |
| VYM | Buy | Vanguard High Dividend ETFetf | $7,620,000 | +5.6% | 72,735 | +1.8% | 4.96% | -1.0% |
| AAPL | Buy | Applestock | $6,409,000 | +13.1% | 46,796 | +0.9% | 4.17% | +6.1% |
| CCI | Buy | Crown Castlereit | $6,358,000 | +13.4% | 32,588 | +0.0% | 4.14% | +6.4% |
| ABBV | Buy | Abbviestock | $6,211,000 | +4.7% | 55,138 | +0.6% | 4.04% | -1.8% |
| CSCO | Buy | Ciscostock | $6,037,000 | +3.1% | 113,915 | +0.6% | 3.93% | -3.3% |
| CVS | Sell | CVS Health Corpstock | $5,325,000 | +10.9% | 63,813 | -0.1% | 3.46% | +4.0% |
| LMT | Buy | Lockheed Martinstock | $5,131,000 | +3.5% | 13,561 | +1.1% | 3.34% | -2.9% |
| WBA | Buy | Walgreens Boots Alliancestock | $5,000,000 | -3.4% | 95,046 | +0.8% | 3.25% | -9.4% |
| WELL | Sell | Welltowerreit | $4,661,000 | +15.9% | 56,095 | -0.1% | 3.03% | +8.7% |
| DUK | Buy | Duke Energy Corpstock | $4,583,000 | +3.0% | 46,426 | +0.7% | 2.98% | -3.4% |
| MRK | Buy | Merck & Costock | $4,399,000 | +2.0% | 56,564 | +1.1% | 2.86% | -4.3% |
| GILD | Buy | Gilead Sciencesstock | $4,317,000 | +8.4% | 62,687 | +1.7% | 2.81% | +1.7% |
| VZ | Buy | Verizonstock | $4,311,000 | -2.2% | 76,937 | +1.5% | 2.80% | -8.2% |
| JNPR | Buy | Juniper Networksstock | $4,298,000 | +8.1% | 157,162 | +0.1% | 2.80% | +1.5% |
| MO | Buy | Altria Groupstock | $4,180,000 | -5.2% | 87,657 | +1.7% | 2.72% | -11.1% |
| JPM | Buy | JPMorgan Chasestock | $3,817,000 | +2.8% | 24,541 | +0.6% | 2.48% | -3.6% |
| CVX | Buy | Chevronstock | $3,590,000 | +0.6% | 34,273 | +0.7% | 2.34% | -5.6% |
| CAT | Sell | Caterpillar Incstock | $3,361,000 | -6.5% | 15,443 | -0.4% | 2.19% | -12.3% |
| HLI | Buy | Houlihan Lokeystock | $3,322,000 | +24.4% | 40,611 | +1.1% | 2.16% | +16.7% |
| EXC | Buy | Exelonstock | $3,210,000 | +2.9% | 72,446 | +1.6% | 2.09% | -3.5% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $2,892,000 | +2.6% | 7,922 | +0.1% | 1.88% | -3.8% |
| ACN | Buy | Accenturestock | $2,884,000 | +7.9% | 9,784 | +1.1% | 1.88% | +1.2% |
| SCHD | Buy | Schwab US Dividend Equity ETFetf | $2,754,000 | +6.1% | 36,425 | +2.4% | 1.79% | -0.4% |
| DVY | Buy | iShares Select Dividend ETFetf | $2,159,000 | +2.3% | 18,511 | +0.0% | 1.40% | -4.1% |
| MSFT | Buy | Microsoftstock | $1,847,000 | +15.0% | 6,818 | +0.1% | 1.20% | +7.8% |
| AMZN | Amazonstock | $1,552,000 | +11.3% | 451 | 0.0% | 1.01% | +4.4% | |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $1,533,000 | -0.4% | 11,365 | +0.0% | 1.00% | -6.6% |
| VOO | Buy | VANGUARD S&P 500 ETFetf | $1,450,000 | +9.8% | 3,686 | +1.6% | 0.94% | +2.9% |
| IVV | Buy | iShares Core S&P 500 - ETFetf | $1,380,000 | +10.2% | 3,210 | +2.0% | 0.90% | +3.5% |
| SGRY | SURGERY PARTNERS INC COMstock | $1,375,000 | +50.6% | 20,632 | 0.0% | 0.89% | +41.2% | |
| V | VISA INC COM CL Astock | $1,350,000 | +10.4% | 5,775 | 0.0% | 0.88% | +3.5% | |
| HPQ | Buy | HP Inc.stock | $1,169,000 | -1.7% | 38,717 | +3.4% | 0.76% | -7.8% |
| IBM | Sell | International Business Machinesstock | $819,000 | +5.8% | 5,586 | -3.8% | 0.53% | -0.7% |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $681,000 | +10.7% | 11,430 | +0.6% | 0.44% | +4.0% |
| TJX | Buy | TJX COS INC NEW COMstock | $674,000 | +2.0% | 9,992 | +0.0% | 0.44% | -4.4% |
| FB | Sell | FACEBOOK INC CL Astock | $653,000 | +17.7% | 1,878 | -0.3% | 0.42% | +10.4% |
| WFC | Wells Fargostock | $619,000 | +15.9% | 13,664 | 0.0% | 0.40% | +8.9% | |
| GOOG | Alphabet Cstock | $617,000 | +21.2% | 246 | 0.0% | 0.40% | +13.6% | |
| TMUS | T-Mobilestock | $563,000 | +15.6% | 3,887 | 0.0% | 0.37% | +8.3% | |
| KBA | KRANESHARES BOSERA MSCI CHINA A ETFetf | $525,000 | +8.0% | 10,977 | 0.0% | 0.34% | +1.5% | |
| EHC | ENCOMPASS HEALTH CORP COMstock | $522,000 | -4.6% | 6,683 | 0.0% | 0.34% | -10.3% | |
| IWD | Sell | iShares Russell 1000 Value - ETFetf | $505,000 | +3.5% | 3,186 | -1.0% | 0.33% | -3.0% |
| HPE | Buy | Hewlett Packard Enterprisestock | $439,000 | -0.7% | 30,131 | +7.3% | 0.29% | -6.5% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL Astock | $434,000 | -11.4% | 6,273 | 0.0% | 0.28% | -17.1% | |
| EXAS | EXACT SCIENCES CORP COMstock | $425,000 | -5.8% | 3,420 | 0.0% | 0.28% | -11.8% | |
| APO | APOLLO GLOBAL MGMT INC COM CL Astock | $409,000 | +32.4% | 6,575 | 0.0% | 0.27% | +24.3% | |
| TSLA | Buy | Teslastock | $404,000 | +88.8% | 595 | +85.9% | 0.26% | +77.7% |
| VOE | Sell | Vanguard Mid-Cap Valueetf | $402,000 | +3.3% | 2,864 | -0.8% | 0.26% | -3.3% |
| GOOGL | Alphabet Astock | $400,000 | +18.3% | 164 | 0.0% | 0.26% | +11.1% | |
| DNLI | DENALI THERAPEUTICS INC COMstock | $394,000 | +37.3% | 5,020 | 0.0% | 0.26% | +28.6% | |
| BAX | Buy | Baxterstock | $368,000 | -4.4% | 4,565 | +0.1% | 0.24% | -10.5% |
| IJK | Sell | iShares S&P Mid-Cap 400 Growth - ETFetf | $338,000 | -1.7% | 4,173 | -5.0% | 0.22% | -7.9% |
| Z | ZILLOW GROUP INC CL C CAP STKstock | $321,000 | -5.6% | 2,625 | 0.0% | 0.21% | -11.4% | |
| IVW | Sell | iShares S&P 500 Growth - ETFetf | $313,000 | +11.8% | 4,301 | -0.2% | 0.20% | +5.2% |
| RLI | RLI CORP COMstock | $314,000 | -6.3% | 3,001 | 0.0% | 0.20% | -12.1% | |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $312,000 | -11.1% | 1,894 | -11.5% | 0.20% | -16.5% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC COMstock | $310,000 | +6.9% | 1,433 | +0.1% | 0.20% | +0.5% |
| MCD | Buy | MCDONALDS CORP COMstock | $310,000 | +3.0% | 1,342 | +0.1% | 0.20% | -3.3% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $303,000 | +13.5% | 4,811 | +0.8% | 0.20% | +6.5% |
| CME | CMEstock | $302,000 | +4.1% | 1,421 | 0.0% | 0.20% | -2.5% | |
| ACV | VIRTUS ALLIANZGI DIVERSIFIED COMcef | $288,000 | +10.3% | 8,292 | 0.0% | 0.19% | +3.3% | |
| TGT | Buy | Targetstock | $284,000 | +22.4% | 1,174 | +0.3% | 0.18% | +14.9% |
| SBUX | Buy | STARBUCKS CORP COMstock | $283,000 | +2.2% | 2,532 | +0.0% | 0.18% | -4.2% |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $275,000 | +10.0% | 15,058 | +0.2% | 0.18% | +3.5% |
| TTD | Buy | Trade Deskstock | $270,000 | +18.9% | 3,490 | +900.0% | 0.18% | +12.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETFetf | $252,000 | -2.3% | 513 | -5.2% | 0.16% | -8.4% |
| DLR | Buy | Digital Realty Trustreit | $236,000 | +7.8% | 1,566 | +0.7% | 0.15% | +1.3% |
| GOLD | BARRICK GOLD CORP COMstock | $232,000 | +4.5% | 11,225 | 0.0% | 0.15% | -1.9% | |
| QLD | Buy | PROSHARES ULTRA QQQetf | $230,000 | +22.3% | 3,200 | +100.0% | 0.15% | +15.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $226,000 | +8.7% | 814 | 0.0% | 0.15% | +2.1% | |
| MPLX | MPLX LP COM UNIT REP LTDstock | $226,000 | +15.3% | 7,645 | 0.0% | 0.15% | +8.1% | |
| JPS | NUVEEN PFD & INCM SECURTIES FD COMcef | $220,000 | +2.3% | 22,068 | 0.0% | 0.14% | -4.0% | |
| SPY | SPDR S&P 500 ETFetf | $212,000 | +8.2% | 496 | 0.0% | 0.14% | +1.5% | |
| KSS | Buy | KOHLS CORP COMstock | $208,000 | -7.6% | 3,772 | +0.1% | 0.14% | -13.5% |
| NKE | Buy | NIKE INC CL Bstock | $201,000 | +16.9% | 1,299 | +0.2% | 0.13% | +10.1% |
| NFLX | Netflixstock | $192,000 | +1.6% | 363 | 0.0% | 0.12% | -4.6% | |
| DECK | DECKERS OUTDOOR CORP COMstock | $192,000 | +16.4% | 500 | 0.0% | 0.12% | +9.6% | |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $191,000 | +24.0% | 1,842 | 0.0% | 0.12% | +15.9% | |
| DOCU | DOCUSIGN INC COMstock | $181,000 | +38.2% | 647 | 0.0% | 0.12% | +29.7% | |
| CTXS | CITRIX SYS INC COMstock | $172,000 | -16.5% | 1,471 | 0.0% | 0.11% | -21.7% | |
| FNKO | FUNKO INC COM CL Astock | $167,000 | +7.7% | 7,860 | 0.0% | 0.11% | +1.9% | |
| OGN | New | Organon & Co.stock | $166,000 | – | 5,483 | +100.0% | 0.11% | – |
| HD | Buy | Home Depotstock | $165,000 | +5.1% | 517 | +0.4% | 0.11% | -1.8% |
| BA | BOEING CO COMstock | $161,000 | -5.8% | 670 | 0.0% | 0.10% | -11.8% | |
| ABR | ARBOR REALTY TRUST INC COMreit | $160,000 | +11.9% | 9,000 | 0.0% | 0.10% | +5.1% | |
| ORCL | Buy | ORACLE CORP COMstock | $156,000 | +10.6% | 2,010 | +0.2% | 0.10% | +3.1% |
| ICHR | ICHOR HOLDINGS SHSstock | $156,000 | 0.0% | 2,900 | 0.0% | 0.10% | -6.5% | |
| PGX | INVESCO PREFERRED ETFetf | $155,000 | +2.0% | 10,125 | 0.0% | 0.10% | -3.8% | |
| INTC | Buy | Intelstock | $156,000 | +5.4% | 2,773 | +20.3% | 0.10% | -1.9% |
| WMT | Buy | WALMART INC COMstock | $156,000 | +4.7% | 1,103 | +0.6% | 0.10% | -1.9% |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $151,000 | 0.0% | 665 | 0.0% | 0.10% | -6.7% | |
| AMGN | AMGEN INC COMstock | $145,000 | -2.0% | 595 | 0.0% | 0.09% | -8.7% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $140,000 | +9.4% | 5,800 | 0.0% | 0.09% | +2.2% | |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $134,000 | +4.7% | 2,410 | 0.0% | 0.09% | -2.2% | |
| INFY | INFOSYS LTD SPONSORED ADRadr | $127,000 | +13.4% | 6,003 | 0.0% | 0.08% | +6.4% | |
| AVGO | BROADCOM INC COMstock | $127,000 | +2.4% | 267 | 0.0% | 0.08% | -3.5% | |
| New | General Electricstock | $125,000 | – | 9,283 | +100.0% | 0.08% | – | |
| CMCSA | Buy | Comcaststock | $122,000 | +23.2% | 2,138 | +16.6% | 0.08% | +14.5% |
| PCI | PIMCO DYNAMIC CR INCOME FD COM SHScef | $118,000 | +0.9% | 5,275 | 0.0% | 0.08% | -4.9% | |
| TWTR | Twitterstock | $114,000 | +8.6% | 1,650 | 0.0% | 0.07% | +1.4% | |
| FLAHERTY & CRUMRINE DYNAMIC PF SHScef | $113,000 | -2.6% | 3,850 | 0.0% | 0.07% | -7.5% | ||
| COST | COSTCO WHSL CORP NEW COMstock | $112,000 | +13.1% | 282 | 0.0% | 0.07% | +5.8% | |
| LITE | LUMENTUM HLDGS INC COMstock | $111,000 | -9.8% | 1,350 | 0.0% | 0.07% | -15.3% | |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COMcef | $110,000 | -0.9% | 6,100 | 0.0% | 0.07% | -6.5% | |
| BOE | BLACKROCK ENHANCED GLOBAL DIVI COMcef | $111,000 | +8.8% | 8,850 | 0.0% | 0.07% | +1.4% | |
| AXP | Buy | AMERICAN EXPRESS CO COMstock | $109,000 | +49.3% | 659 | +27.0% | 0.07% | +39.2% |
| MOAT | Buy | VANECK VECTORS MORNINGSTAR WIDE MOAT ETFetf | $108,000 | +21.3% | 1,465 | +13.8% | 0.07% | +12.9% |
| SQ | SQUARE INC CL Astock | $104,000 | +8.3% | 425 | 0.0% | 0.07% | +1.5% | |
| KWEB | KRANESHARES CSI CHINA INTERNET ETFetf | $105,000 | -8.7% | 1,500 | 0.0% | 0.07% | -15.0% | |
| PFD | FLAHERTY & CRUMRINE PFD INCOME COMcef | $104,000 | -6.3% | 6,236 | 0.0% | 0.07% | -11.7% | |
| PANW | PALO ALTO NETWORKS INC COMstock | $104,000 | +15.6% | 279 | 0.0% | 0.07% | +9.7% | |
| RIO | RIO TINTO PLC SPONSORED ADRadr | $103,000 | +8.4% | 1,225 | 0.0% | 0.07% | +1.5% | |
| VO | Buy | VANGUARD MID-CAP INDEX FUNDetf | $103,000 | +17.0% | 433 | +8.8% | 0.07% | +9.8% |
| IWR | Buy | ISHARES RUSSELL MID-CAP ETFetf | $103,000 | +15.7% | 1,301 | +8.6% | 0.07% | +8.1% |
| ACWV | Buy | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $100,000 | +12.4% | 972 | +7.5% | 0.06% | +4.8% |
| MGA | Buy | MAGNA INTL INC COMstock | $99,000 | +5.3% | 1,068 | +0.4% | 0.06% | -1.5% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC COMstock | $98,000 | +5.4% | 511 | +0.4% | 0.06% | 0.0% |
| QQQ | Buy | INVESCO QQQ TRUSTetf | $99,000 | +19.3% | 279 | +6.9% | 0.06% | +10.3% |
| IRBT | IROBOT CORP COMstock | $99,000 | -23.8% | 1,060 | 0.0% | 0.06% | -28.9% | |
| QGEN | New | QIAGEN NV SHS NEWstock | $95,000 | – | 1,966 | +100.0% | 0.06% | – |
| PINS | PINTEREST INC CL Astock | $95,000 | +6.7% | 1,200 | 0.0% | 0.06% | 0.0% | |
| DXC | Buy | DXC TECHNOLOGY CO COMstock | $94,000 | +34.3% | 2,404 | +7.7% | 0.06% | +24.5% |
| IWP | Buy | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $90,000 | +21.6% | 791 | +8.5% | 0.06% | +15.7% |
| FITB | FIFTH THIRD BANCORP COMstock | $91,000 | +1.1% | 2,391 | 0.0% | 0.06% | -4.8% | |
| FSLY | FASTLY INC CL Astock | $89,000 | -11.0% | 1,489 | 0.0% | 0.06% | -15.9% | |
| GDOT | GREEN DOT CORP CL Astock | $89,000 | +2.3% | 1,890 | 0.0% | 0.06% | -3.3% | |
| YELP | YELP INC CL Astock | $85,000 | +2.4% | 2,125 | 0.0% | 0.06% | -5.2% | |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC INC COMstock | $83,000 | +5.1% | 830 | +0.2% | 0.05% | -1.8% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $81,000 | +1.2% | 423 | +0.2% | 0.05% | -3.6% |
| WRAP | Buy | WRAP TECHNOLOGIES INC COMstock | $81,000 | +3950.0% | 10,350 | +2857.1% | 0.05% | +5200.0% |
| BIIB | Buy | BIOGEN INC COMstock | $82,000 | +645.5% | 236 | +475.6% | 0.05% | +562.5% |
| CHWY | CHEWY INC CL Astock | $80,000 | -5.9% | 1,000 | 0.0% | 0.05% | -11.9% | |
| ADBE | Adobestock | $80,000 | +23.1% | 137 | 0.0% | 0.05% | +15.6% | |
| IONS | IONIS PHARMACEUTICALS INC COMstock | $76,000 | -10.6% | 1,900 | 0.0% | 0.05% | -16.9% | |
| WDC | WESTERN DIGITAL CORP. COMstock | $73,000 | +7.4% | 1,023 | 0.0% | 0.05% | 0.0% | |
| HON | Buy | HONEYWELL INTL INC COMstock | $73,000 | +1.4% | 332 | +0.3% | 0.05% | -6.0% |
| XLNX | XILINX INC COMstock | $72,000 | +16.1% | 500 | 0.0% | 0.05% | +9.3% | |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $73,000 | +7.4% | 485 | +0.4% | 0.05% | 0.0% |
| BDX | BECTON DICKINSON & CO COMstock | $70,000 | 0.0% | 289 | 0.0% | 0.05% | -6.1% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $67,000 | 0.0% | 251 | 0.0% | 0.04% | -4.3% | |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $64,000 | +3.2% | 222 | +0.5% | 0.04% | -2.3% |
| PEP | Buy | PepsiCostock | $63,000 | +5.0% | 427 | +0.5% | 0.04% | -2.4% |
| IWO | Buy | ISHARES RUSSELL 2000 GROWTH ETFetf | $63,000 | +10.5% | 201 | +5.2% | 0.04% | +2.5% |
| ISRG | INTUITIVE SURGICAL INC COM NEWstock | $63,000 | +23.5% | 69 | 0.0% | 0.04% | +17.1% | |
| SPGI | S&P GLOBAL INC COMstock | $61,000 | +15.1% | 149 | 0.0% | 0.04% | +8.1% | |
| CDW | Buy | CDW CORP COMstock | $58,000 | +5.5% | 331 | +0.3% | 0.04% | 0.0% |
| EBAY | Buy | EBAY INC. COMstock | $58,000 | +13.7% | 830 | +0.1% | 0.04% | +8.6% |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $59,000 | +9.3% | 668 | +6.2% | 0.04% | +2.7% |
| ZTS | ZOETIS INC CL Astock | $56,000 | +19.1% | 299 | 0.0% | 0.04% | +9.1% | |
| PLTR | PALANTIR TECHNOLOGIES INC CL Astock | $54,000 | +12.5% | 2,063 | 0.0% | 0.04% | +6.1% | |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $49,000 | +14.0% | 134 | +0.8% | 0.03% | +6.7% |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $47,000 | +20.5% | 500 | 0.0% | 0.03% | +14.8% | |
| ROST | Buy | ROSS STORES INC COMstock | $48,000 | +2.1% | 390 | +0.3% | 0.03% | -6.1% |
| A | AGILENT TECHNOLOGIES INC COMstock | $48,000 | +14.3% | 328 | 0.0% | 0.03% | +6.9% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $46,000 | +39.4% | 182 | 0.0% | 0.03% | +30.4% | |
| PGR | PROGRESSIVE CORP COMstock | $45,000 | +2.3% | 461 | 0.0% | 0.03% | -6.5% | |
| OSH | OAK STR HEALTH INC COMstock | $44,000 | +7.3% | 750 | 0.0% | 0.03% | +3.6% | |
| ACAD | ACADIA PHARMACEUTICALS INC COMstock | $44,000 | -6.4% | 1,808 | 0.0% | 0.03% | -12.1% | |
| AMAT | APPLIED MATLS INC COMstock | $43,000 | +7.5% | 300 | 0.0% | 0.03% | 0.0% | |
| AEP | Buy | American Electric Powerstock | $43,000 | +2.4% | 504 | +0.8% | 0.03% | -3.4% |
| DIS | DISNEY WALT CO COMstock | $41,000 | -4.7% | 234 | 0.0% | 0.03% | -10.0% | |
| HOLX | HOLOGIC INC COMstock | $40,000 | -11.1% | 600 | 0.0% | 0.03% | -16.1% | |
| F | Buy | FORD MTR CO DEL COMstock | $40,000 | +90.5% | 2,700 | +58.8% | 0.03% | +73.3% |
| PYPL | PayPalstock | $40,000 | +17.6% | 138 | 0.0% | 0.03% | +8.3% | |
| PFE | Sell | PFIZER INC COMstock | $40,000 | 0.0% | 1,022 | -8.1% | 0.03% | -7.1% |
| JD | JD.COM INC SPON ADR CL Aadr | $38,000 | -5.0% | 470 | 0.0% | 0.02% | -10.7% | |
| CRM | SALESFORCE COM INC COMstock | $39,000 | +14.7% | 160 | 0.0% | 0.02% | +4.2% | |
| MGM | Buy | MGM RESORTS INTERNATIONAL COMstock | $38,000 | +40.7% | 900 | +28.6% | 0.02% | +31.6% |
| PLAY | DAVE & BUSTERS ENTMT INC COMstock | $37,000 | -14.0% | 903 | 0.0% | 0.02% | -20.0% | |
| UPS | UNITED PARCEL SERVICE INC CL Bstock | $35,000 | +25.0% | 167 | 0.0% | 0.02% | +21.1% | |
| ABB | Buy | ABB LTD SPONSORED ADRadr | $36,000 | +12.5% | 1,071 | +1.5% | 0.02% | +4.5% |
| LOW | Buy | LOWES COS INC COMstock | $34,000 | +3.0% | 176 | +0.6% | 0.02% | -4.3% |
| HBI | Buy | HANESBRANDS INC COMstock | $33,000 | -2.9% | 1,764 | +0.7% | 0.02% | -12.5% |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $32,000 | 0.0% | 468 | 0.0% | 0.02% | -4.5% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $33,000 | +6.5% | 1,120 | 0.0% | 0.02% | 0.0% | |
| EPAM | EPAM SYS INC COMstock | $32,000 | +28.0% | 62 | 0.0% | 0.02% | +23.5% | |
| PHM | PULTE GROUP INC COMstock | $33,000 | +3.1% | 612 | 0.0% | 0.02% | -4.5% | |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC COMstock | $33,000 | +37.5% | 211 | +28.7% | 0.02% | +23.5% |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $33,000 | +3.1% | 840 | 0.0% | 0.02% | -4.5% | |
| MESO | Buy | MESOBLAST LTD SPONS ADRadr | $31,000 | +34.8% | 4,159 | +51.3% | 0.02% | +25.0% |
| GLW | Buy | CORNING INC COMstock | $31,000 | -6.1% | 759 | +0.5% | 0.02% | -13.0% |
| DLB | DOLBY LABORATORIES INC COM CL Astock | $30,000 | 0.0% | 304 | 0.0% | 0.02% | -4.8% | |
| JWN | New | NORDSTROM INC COMstock | $29,000 | – | 800 | +100.0% | 0.02% | – |
| EEM | Buy | ISHARES MSCI EMERGING MARKETS ETFetf | $27,000 | +3.8% | 482 | +0.4% | 0.02% | 0.0% |
| NIO | NIO INC SPON ADSadr | $27,000 | +42.1% | 500 | 0.0% | 0.02% | +38.5% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $27,000 | +12.5% | 100 | 0.0% | 0.02% | +5.9% | |
| KEY | Buy | KeyCorpstock | $28,000 | +3.7% | 1,374 | +0.7% | 0.02% | -5.3% |
| FSK | Buy | FS KKR CAP CORP COMcef | $28,000 | +12.0% | 1,286 | +2.9% | 0.02% | +5.9% |
| AMCX | AMC NETWORKS INC CL Astock | $27,000 | +28.6% | 400 | 0.0% | 0.02% | +20.0% | |
| IWN | Buy | iShares Russell 2000 Value ETFetf | $27,000 | +17.4% | 162 | +14.9% | 0.02% | +12.5% |
| IWB | Buy | iShares Russell 1000 - ETFetf | $26,000 | +8.3% | 108 | +0.9% | 0.02% | 0.0% |
| UNH | UNITEDHEALTH GROUP INC COMstock | $26,000 | +8.3% | 64 | 0.0% | 0.02% | 0.0% | |
| FISV | FISERV INC COMstock | $25,000 | -10.7% | 238 | 0.0% | 0.02% | -15.8% | |
| LLY | Buy | LILLY ELI & CO COMstock | $24,000 | +20.0% | 106 | +1.0% | 0.02% | +14.3% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $24,000 | +9.1% | 644 | +0.2% | 0.02% | +6.7% |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $23,000 | +9.5% | 45 | 0.0% | 0.02% | 0.0% | |
| NJR | NEW JERSEY RES CORP COMstock | $23,000 | 0.0% | 570 | 0.0% | 0.02% | -6.2% | |
| VTR | VENTAS INC COMreit | $23,000 | +4.5% | 404 | 0.0% | 0.02% | 0.0% | |
| ETN | Buy | Eaton Corpstock | $22,000 | +10.0% | 146 | +1.4% | 0.01% | 0.0% |
| MPC | Buy | MARATHON PETE CORP COMstock | $21,000 | +16.7% | 349 | +1.2% | 0.01% | +16.7% |
| IBB | ISHARES BIOTECHNOLOGY FUNDetf | $21,000 | +10.5% | 127 | 0.0% | 0.01% | +7.7% | |
| PPG | PPG INDS INC COMstock | $21,000 | +10.5% | 125 | 0.0% | 0.01% | +7.7% | |
| RL | RALPH LAUREN CORP CL Astock | $21,000 | -4.5% | 182 | 0.0% | 0.01% | -6.7% | |
| RBLX | ROBLOX CORP CL Astock | $20,000 | +33.3% | 225 | 0.0% | 0.01% | +30.0% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $20,000 | -4.8% | 9 | 0.0% | 0.01% | -13.3% | |
| AYI | ACUITY BRANDS INC COMstock | $20,000 | +11.1% | 107 | 0.0% | 0.01% | +8.3% | |
| SHW | Buy | SHERWIN WILLIAMS CO COMstock | $20,000 | +11.1% | 72 | +200.0% | 0.01% | +8.3% |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $18,000 | +5.9% | 52 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC COMstock | $19,000 | 0.0% | 282 | 0.0% | 0.01% | -7.7% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $19,000 | -13.6% | 1,757 | +1.4% | 0.01% | -20.0% |
| SENS | SENSEONICS HLDGS INC COMstock | $19,000 | +46.2% | 5,000 | 0.0% | 0.01% | +33.3% | |
| SPLK | SPLUNK INC COMstock | $17,000 | +6.2% | 120 | 0.0% | 0.01% | 0.0% | |
| D | Dominion Energystock | $17,000 | 0.0% | 227 | 0.0% | 0.01% | -8.3% | |
| TIP | Buy | ISHARES TIPS BOND ETFetf | $16,000 | +6.7% | 122 | +1.7% | 0.01% | 0.0% |
| LYFT | LYFT INC CL A COMstock | $15,000 | -6.2% | 253 | 0.0% | 0.01% | -9.1% | |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFetf | $16,000 | 0.0% | 120 | 0.0% | 0.01% | -9.1% | |
| EIX | Buy | EDISON INTL COMstock | $15,000 | 0.0% | 254 | +0.4% | 0.01% | 0.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP COMstock | $16,000 | +14.3% | 182 | +0.6% | 0.01% | 0.0% |
| LOCO | EL POLLO LOCO HLDGS INC COMstock | $15,000 | +15.4% | 825 | 0.0% | 0.01% | +11.1% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $16,000 | 0.0% | 306 | -4.7% | 0.01% | -9.1% |
| SO | SOUTHERN CO COMstock | $15,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% | |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $15,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% | |
| CL | COLGATE PALMOLIVE CO COMstock | $15,000 | +7.1% | 179 | 0.0% | 0.01% | 0.0% | |
| CCIV | LUCID GROUP INC COMstock | $16,000 | +23.1% | 562 | 0.0% | 0.01% | +11.1% | |
| CSX | Buy | CSX CORP COMstock | $16,000 | 0.0% | 489 | +200.0% | 0.01% | -9.1% |
| OIH | New | VANECK VECTORS OIL SERVICES ETFetf | $15,000 | – | 70 | +100.0% | 0.01% | – |
| WCN | WASTE CONNECTIONS INC COMstock | $16,000 | +14.3% | 130 | 0.0% | 0.01% | 0.0% | |
| MDT | MEDTRONIC PLC SHSstock | $16,000 | +6.7% | 125 | 0.0% | 0.01% | 0.0% | |
| MTG | MGIC INVT CORP WIS COMstock | $14,000 | 0.0% | 1,014 | 0.0% | 0.01% | -10.0% | |
| C | CITIGROUP INC COM NEWstock | $14,000 | -6.7% | 200 | 0.0% | 0.01% | -10.0% | |
| TRV | Buy | TRAVELERS COMPANIES INC COMstock | $14,000 | 0.0% | 92 | +1.1% | 0.01% | -10.0% |
| CI | CIGNA CORP NEW COMstock | $14,000 | 0.0% | 59 | 0.0% | 0.01% | -10.0% | |
| FTNT | FORTINET INC COMstock | $12,000 | +33.3% | 51 | 0.0% | 0.01% | +33.3% | |
| BAC | BK OF AMERICA CORP COMstock | $12,000 | 0.0% | 300 | 0.0% | 0.01% | 0.0% | |
| RY | Buy | Royal Bank of Canadastock | $11,000 | +10.0% | 109 | +0.9% | 0.01% | 0.0% |
| AME | AMETEK INC COMstock | $10,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
| MS | Morgan Stanleystock | $10,000 | +25.0% | 105 | 0.0% | 0.01% | +16.7% | |
| BLK | BLACKROCK INC COMstock | $10,000 | +25.0% | 11 | 0.0% | 0.01% | +16.7% | |
| UAL | UNITED AIRLS HLDGS INC COMstock | $10,000 | -9.1% | 190 | 0.0% | 0.01% | -12.5% | |
| PM | Buy | PHILIP MORRIS INTL INC COMstock | $11,000 | +10.0% | 114 | +1.8% | 0.01% | 0.0% |
| ENB | ENBRIDGE INC COMstock | $10,000 | +11.1% | 259 | 0.0% | 0.01% | +16.7% | |
| T | Buy | AT&Tstock | $11,000 | 0.0% | 372 | +0.8% | 0.01% | -12.5% |
| RICE | New | RICE ACQUISITION CORP COM CL Astock | $9,000 | – | 500 | +100.0% | 0.01% | – |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $9,000 | +12.5% | 269 | +0.7% | 0.01% | 0.0% |
| ICE | INTERCONTINENTAL EXCHANGE INC COMstock | $9,000 | +12.5% | 75 | 0.0% | 0.01% | 0.0% | |
| ED | Buy | CONSOLIDATED EDISON INC COMstock | $9,000 | -10.0% | 131 | +0.8% | 0.01% | -14.3% |
| DDD | 3-D Systemsstock | $9,000 | +50.0% | 230 | 0.0% | 0.01% | +50.0% | |
| ULTA | Ulta Beautystock | $9,000 | +12.5% | 26 | 0.0% | 0.01% | 0.0% | |
| AHT | New | ASHFORD HOSPITALITY TR INC COM SHSreit | $9,000 | – | 2,000 | +100.0% | 0.01% | – |
| KDP | Buy | KEURIG DR PEPPER INC COMstock | $9,000 | 0.0% | 252 | +0.4% | 0.01% | 0.0% |
| IOO | New | ISHARES GLOBAL 100 ETFetf | $9,000 | – | 121 | +100.0% | 0.01% | – |
| LNN | Buy | LINDSAY CORP COMstock | $9,000 | 0.0% | 52 | +2.0% | 0.01% | 0.0% |
| AMC | New | AMC ENTMT HLDGS INC CL A COMstock | $9,000 | – | 150 | +100.0% | 0.01% | – |
| IZRL | ARK ISRAEL INNOVATIVE TECHNOLOGY ETFetf | $8,000 | 0.0% | 250 | 0.0% | 0.01% | -16.7% | |
| WIX | WIX COM LTD SHSstock | $8,000 | 0.0% | 29 | 0.0% | 0.01% | -16.7% | |
| GMED | GLOBUS MED INC CL Astock | $8,000 | +33.3% | 102 | 0.0% | 0.01% | +25.0% | |
| DELL | DELL TECHNOLOGIES INC CL Cstock | $7,000 | +16.7% | 69 | 0.0% | 0.01% | +25.0% | |
| ANSS | ANSYS INC COMstock | $7,000 | +16.7% | 19 | 0.0% | 0.01% | +25.0% | |
| LRCX | LAM RESEARCH CORP COMstock | $8,000 | +14.3% | 12 | 0.0% | 0.01% | 0.0% | |
| DRIV | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $8,000 | 0.0% | 300 | 0.0% | 0.01% | -16.7% | |
| ITOT | Buy | iShares Core S&P Total US Stock Market - ETFetf | $8,000 | +14.3% | 77 | +1.3% | 0.01% | 0.0% |
| CLF | CLEVELAND-CLIFFS INC NEW COMstock | $8,000 | 0.0% | 384 | 0.0% | 0.01% | -16.7% | |
| UCO | PROSHARES ULTRA BLOOMBERG CRUDE OILetf | $6,000 | +50.0% | 80 | 0.0% | 0.00% | +33.3% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $6,000 | -25.0% | 31 | 0.0% | 0.00% | -33.3% | |
| USO | UNITED STATES OIL FUND, LPetf | $6,000 | +20.0% | 119 | 0.0% | 0.00% | +33.3% | |
| PBA | Buy | PEMBINA PIPELINE CORP COMstock | $6,000 | 0.0% | 198 | +1.5% | 0.00% | 0.0% |
| MSI | Sell | MOTOROLA SOLUTIONS INC COM NEWstock | $6,000 | -33.3% | 28 | -41.7% | 0.00% | -33.3% |
| KLAC | KLA CORP COM NEWstock | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| ERIC | ERICSSON ADR B SEK 10adr | $5,000 | 0.0% | 385 | 0.0% | 0.00% | 0.0% | |
| UBER | UBER TECHNOLOGIES INC COMstock | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| OSK | OSHKOSH CORP COMstock | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC COMstock | $4,000 | -20.0% | 500 | 0.0% | 0.00% | 0.0% | |
| XPO | XPO LOGISTICS INC COMstock | $5,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $4,000 | +33.3% | 12 | 0.0% | 0.00% | +50.0% | |
| COF | CAPITAL ONE FINL CORP COMstock | $4,000 | +33.3% | 26 | 0.0% | 0.00% | +50.0% | |
| ALXN | ALEXION PHARMACEUTICALS INC COMstock | $5,000 | +25.0% | 28 | 0.0% | 0.00% | 0.0% | |
| WAB | WABTEC COMstock | $4,000 | +33.3% | 44 | 0.0% | 0.00% | +50.0% | |
| VMC | VULCAN MATLS CO COMstock | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ABMD | ABIOMED INC COMstock | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| EMD | WESTERN ASSET EMERGING MKTS DE COMcef | $4,000 | 0.0% | 278 | 0.0% | 0.00% | 0.0% | |
| ABT | Abbott Labsstock | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| TRI | THOMSON REUTERS CORP. COM NEWstock | $5,000 | +25.0% | 45 | 0.0% | 0.00% | 0.0% | |
| HRL | HORMEL FOODS CORP COMstock | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| VTEB | VANGUARD TAX-EXEMPT BOND ETFetf | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| CGC | CANOPY GROWTH CORP COMstock | $3,000 | -25.0% | 134 | 0.0% | 0.00% | -33.3% | |
| TLRY | New | TILRAY INC COM CL 2stock | $3,000 | – | 142 | +100.0% | 0.00% | – |
| LUV | SOUTHWEST AIRLS CO COMstock | $3,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| VTRS | Buy | VIATRIS INC COMstock | $2,000 | 0.0% | 137 | +0.7% | 0.00% | 0.0% |
| CLX | CLOROX CO DEL COMstock | $1,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| NOK | NOKIA CORP SPONSORED ADRadr | $1,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
| TEF | TELEFONICA S A SPONSORED ADRadr | $1,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
| SAGE | SAGE THERAPEUTICS INC COMstock | $2,000 | -33.3% | 44 | 0.0% | 0.00% | -50.0% | |
| SHM | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFetf | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| IPI | INTREPID POTASH INC COMstock | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| Buy | Micro Focus Int'l PLCadr | $1,000 | 0.0% | 166 | +140.6% | 0.00% | 0.0% | |
| VEU | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDetf | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| IJH | iShares S&P Mid-Cap - ETFetf | $2,000 | +100.0% | 6 | 0.0% | 0.00% | 0.0% | |
| OPK | OPKO HEALTH INC COMstock | $2,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| ACCO | Buy | ACCO BRANDS CORP COMstock | $2,000 | 0.0% | 205 | +0.5% | 0.00% | 0.0% |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $2,000 | -33.3% | 12 | 0.0% | 0.00% | -50.0% | |
| SSYS | STRATASYS LTD SHSstock | $2,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| ARKW | ARK NEXT GENERATION INTERNET ETFetf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| ARKG | ARK GENOMIC REVOLUTION ETFetf | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK INNOVATION ETFetf | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| KR | KROGER CO COMstock | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| IJR | ISHARES S&P SMALL-CAP FUNDetf | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| WORK | SLACK TECHNOLOGIES INC COM CL Astock | $1,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| PPBT | PURPLE BIOTECH LTD SPONSORED ADSadr | $0 | – | 100 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC COMstock | $0 | – | 6 | 0.0% | 0.00% | – | |
| VTV | VANGUARD VALUE INDEX FUNDetf | $0 | – | 3 | 0.0% | 0.00% | – | |
| MNKKQ | Exit | MALLINCKRODT PUB LTD CO SHSstock | $0 | – | -15 | -100.0% | 0.00% | – |
| ACB | AURORA CANNABIS INC COMstock | $0 | – | 50 | 0.0% | 0.00% | – | |
| MDLZ | MONDELEZ INTL INC CL Astock | $0 | – | 7 | 0.0% | 0.00% | – | |
| VWO | Vanguard FTSE Emerging Marketsetf | $0 | – | 9 | 0.0% | 0.00% | – | |
| WRK | Exit | Westrockstock | $0 | – | -2 | -100.0% | 0.00% | – |
| GROM | New | GROM SOCIAL ENTERPRISES INC COM NEWstock | $0 | – | 1 | +100.0% | 0.00% | – |
| PTC | PTC INC COMstock | $0 | – | 3 | 0.0% | 0.00% | – | |
| ADX | Sell | ADAMS DIVERSIFIED EQUITY FD COMcef | $0 | – | 2 | -60.0% | 0.00% | – |
| PRSP | Exit | Perspecta Inc.stock | $0 | – | -25 | -100.0% | -0.00% | – |
| DBX | Exit | DROPBOX INC CL Astock | $0 | – | -100 | -100.0% | -0.00% | – |
| APHA | Exit | APHRIA INC COMstock | $0 | – | -170 | -100.0% | -0.00% | – |
| EOG | Exit | EOG RES INC COMstock | $0 | – | -127 | -100.0% | -0.01% | – |
| NI | Exit | NISOURCE INC COMstock | $0 | – | -336 | -100.0% | -0.01% | – |
| FOCS | Exit | FOCUS FINL PARTNERS INC COM CL Astock | $0 | – | -300 | -100.0% | -0.01% | – |
| GE | Exit | General Electricstock | $0 | – | -9,283 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares Russell 1000 Growth - ETF | 16 | Q3 2023 | 5.6% |
| Vanguard High Dividend ETF | 16 | Q3 2023 | 5.3% |
| Apple | 16 | Q3 2023 | 4.8% |
| Lockheed Martin | 16 | Q3 2023 | 5.1% |
| Cisco | 16 | Q3 2023 | 4.4% |
| Merck & Co | 16 | Q3 2023 | 4.5% |
| Gilead Sciences | 16 | Q3 2023 | 4.8% |
| Juniper Networks | 16 | Q3 2023 | 3.5% |
| Altria Group | 16 | Q3 2023 | 3.1% |
| ACCENTURE PLC IRELAND SHS CLASS A | 16 | Q3 2023 | 2.3% |
View WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-15 |
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.