Walled Lake Planning & Wealth Management, Llc Buys Gilead Sciences Inc, Juniper Networks Inc, Schwab US Dividend Equity, Sells Bank of Montreal, Royal Dutch Shell PLC, BCE Inc

• New Purchases: SCHD, DVY, VOO, GOLD, PANW, AMCX, AGG, AMD, VGT, AYI, ROK, NAD, NEA, NFJ, BDJ, AOD, NID, THW, AMLP, BNDX, IEFA, IWM, RSP, CB, PLD, ATVI, AAP, GPC, IRM, TMO, UNP, RTX, VRTX, TEI, DSU, MFL, MUE, AWF, ADX, GAM, BIF, TY, MYI, MQT, PPR, SBI, GIM, KTF, AFB, MUI, EHI, EVV, JPC, JQC, AVK, BYM, EIM, RNP, HYT, EAD, FRA, MAV, EFR, IGR, SCD, CII, EOI, PHD, IGD, BOE, MGU, AGD, WU, EOD, AWP, BGY, IDE, FSD, AFT, BCX, HCA, DPG, ISD, JRI, LDP, JPI, GHY, ARDC, AIF, FPF, JGH, RA, WORK, IJR, IUSG, IUSV, QQQ, RYT, SPYG, VCIT, VEA, VMBS, VWO,
• Added Positions: GILD, JNPR, HPE, MO, AMZN, ABBV, TGT, V, HPQ, EXAS, DXC, VTR, EMD, IRBT, GOOGL, NCLH, BA, ALXN, FNKO, DIS, WMT, PEP, PGR, HBI, PM, PBA, MPC, YELP, ZTS, BST, DOW, WYND, TRV, T, NYCB, MGA, KSS, HD, PEAK, XOM, LLY, CLF, ACCO, ABT,
• Reduced Positions: BMO, RDS.B, BCE, SPG, MA, AAPL, IWF, KEY, LMT, CVX, CCI, WRK, IWD, REGN, CAT, DLR, D, WELL, DUK, IBM, VOE, VZ, MSFT, CVS, MRK, CTXS, INTC, IJK, IJH, COST, GLW, NFLX, PSN, MFGP, FTV, FB, LOCO, CL, JNJ, MCD, BDX, PRSP, ITOT, IVW,
• Sold Out: CRCM, EMR, DHR, LAZ, ET, BP, EMN, DISH, ITW, QCOM, CTVA, AKS, VRSK, NVV1, VFC, SYK, PFE, FMX, DD, FIS, AIG,

For the details of WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/walled+lake+planning+%26+wealth+management%2C+llc/current-portfolio/portfolio

1. Digital Realty Trust Inc (DLR) - 38,596 shares, 4.91% of the total portfolio. Shares reduced by 2.16%
2. Crown Castle International Corp (CCI) - 34,136 shares, 4.52% of the total portfolio. Shares reduced by 3.07%
3. Vanguard High Dividend Yield (VYM) - 68,615 shares, 4.45% of the total portfolio. Shares added by 0.67%
4. iShares Russell 1000 Growth (IWF) - 31,894 shares, 4.40% of the total portfolio. Shares reduced by 5.41%
5. Lockheed Martin Corp (LMT) - 13,912 shares, 4.32% of the total portfolio. Shares reduced by 3.79%

Walled Lake Planning & Wealth Management, Llc initiated holding in Schwab US Dividend Equity. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.56. The impact to a portfolio due to this purchase was 1.24%. The holding were 29,973 shares as of .

Walled Lake Planning & Wealth Management, Llc initiated holding in iShares Select Dividend ETF. The purchase prices were between $61.82 and $105.84, with an estimated average price of $94.35. The stock is now traded at around $75.07. The impact to a portfolio due to this purchase was 1.17%. The holding were 17,297 shares as of .

Walled Lake Planning & Wealth Management, Llc initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $263.04. The impact to a portfolio due to this purchase was 0.63%. The holding were 2,918 shares as of .

Walled Lake Planning & Wealth Management, Llc initiated holding in Barrick Gold Corp. The purchase prices were between $15.67 and $22.03, with an estimated average price of $18.74. The stock is now traded at around $28.04. The impact to a portfolio due to this purchase was 0.09%. The holding were 5,625 shares as of .

Walled Lake Planning & Wealth Management, Llc initiated holding in Palo Alto Networks Inc. The purchase prices were between $132.58 and $249.22, with an estimated average price of $210.86. The stock is now traded at around $222.83. The impact to a portfolio due to this purchase was 0.04%. The holding were 279 shares as of .

Walled Lake Planning & Wealth Management, Llc initiated holding in AMC Networks Inc. The purchase prices were between $22.29 and $42.35, with an estimated average price of $34.16. The stock is now traded at around $27.58. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,400 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in Gilead Sciences Inc by 38161.54%. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $76.26. The impact to a portfolio due to this purchase was 4.08%. The holding were 59,688 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in Juniper Networks Inc by 1531060.00%. The purchase prices were between $17.28 and $24.94, with an estimated average price of $22.54. The stock is now traded at around $22.95. The impact to a portfolio due to this purchase was 2.69%. The holding were 153,116 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in Hewlett Packard Enterprise Co by 407.04%. The purchase prices were between $7.83 and $16.17, with an estimated average price of $13.19. The stock is now traded at around $9.11. The impact to a portfolio due to this purchase was 0.19%. The holding were 27,086 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in Target Corp by 970.87%. The purchase prices were between $91.04 and $128.21, with an estimated average price of $111.48. The stock is now traded at around $120.94. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,103 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in Exact Sciences Corp by 41.32%. The purchase prices were between $37.9 and $104.44, with an estimated average price of $81.73. The stock is now traded at around $86.29. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,420 shares as of .

Walled Lake Planning & Wealth Management, Llc added to a holding in DXC Technology Co by 565.07%. The purchase prices were between $9.31 and $37.59, with an estimated average price of $26.83. The stock is now traded at around $15.28. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,228 shares as of .

Walled Lake Planning & Wealth Management, Llc sold out a holding in Care.com Inc. The sale prices were between $14.96 and $15.12, with an estimated average price of $14.99.

Walled Lake Planning & Wealth Management, Llc sold out a holding in Emerson Electric Co. The sale prices were between $38.08 and $77.87, with an estimated average price of $66.31.

Walled Lake Planning & Wealth Management, Llc sold out a holding in Lazard Ltd. The sale prices were between $21.06 and $44.55, with an estimated average price of $37.26.

Walled Lake Planning & Wealth Management, Llc sold out a holding in Energy Transfer LP. The sale prices were between $4.53 and $13.68, with an estimated average price of $10.77.

Walled Lake Planning & Wealth Management, Llc sold out a holding in Danaher Corp. The sale prices were between $121.39 and $169.05, with an estimated average price of $152.42.

Walled Lake Planning & Wealth Management, Llc sold out a holding in Illinois Tool Works Inc. The sale prices were between $118.09 and $190, with an estimated average price of $170.51.