WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - Q1 2022 holdings

$168 Million is the total value of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's 90 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .

 Value Shares↓ Weighting
NKE ExitNIKE INC CL Bcl b$0-1,305
-100.0%
-0.13%
NFLX ExitNetflix$0-363
-100.0%
-0.13%
DNLI ExitDENALI THERAPEUTICS INC COM$0-5,020
-100.0%
-0.13%
RYH ExitInvesco S&P 500 Equal Weight Healthcares&p500 eql hlt$0-703
-100.0%
-0.13%
RYT ExitInvesco S&P 500 Equal Weight Technologys&p500 eql tec$0-756
-100.0%
-0.14%
IGM ExitiShares Expanded Tech Sector ETFexpnd tec sc etf$0-625
-100.0%
-0.16%
SLYG ExitSPDR S&P 600 Small Cap Growths&p 600 smcp grw$0-3,099
-100.0%
-0.17%
SPGP ExitInvesco S&P 500 GARPs&p 500 garp etf$0-3,540
-100.0%
-0.20%
IOO ExitiShares S&P Global 100global 100 etf$0-4,422
-100.0%
-0.20%
TMUS ExitT-Mobile$0-3,887
-100.0%
-0.26%
CAT ExitCaterpillar Inc$0-15,319
-100.0%
-1.84%
CVX ExitChevron$0-34,134
-100.0%
-2.32%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
iShares Russell 1000 Growth - ETF16Q3 20235.6%
Vanguard High Dividend ETF16Q3 20235.3%
Apple16Q3 20234.8%
Lockheed Martin16Q3 20235.1%
Cisco16Q3 20234.4%
Merck & Co16Q3 20234.5%
Gilead Sciences16Q3 20234.8%
Juniper Networks16Q3 20233.5%
Altria Group16Q3 20233.1%
ACCENTURE PLC IRELAND SHS CLASS A16Q3 20232.3%

View WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-13
13F-HR2023-11-14
13F-HR2023-08-11
13F-HR2023-05-12
13F-HR2023-02-14
13F-HR2022-11-01
13F-HR2022-08-09
13F-HR2022-05-13
13F-HR2022-02-10
13F-HR2021-11-15

View WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's complete filings history.

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