WL

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13F
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Last update 2025-05-08 133 Stocks (7 new)
Value $282.00 Mil Turnover 11 %
Countries:
Top Holdings: CAPE(9.37%)USMV(5.64%)JQUA(5.62%)SCHD(4.11%)RYH(4.09%)
Summary Stock Picks Current Portfolio
WALLED LAKE PLANNING & WEALTH ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
867,953
26,377.1
+0.20%
9.370
+0.02%
-
+9.15%
+7.98%
315.4
 
USMV
iShares MSCI USA Min Vol Factor ETF
169,611
15,885.8
+2.08%
5.640
+0.12%
0.070
+1.95%
+6.79%
23,944.1
 
JQUA
JPMorgan U.S. Quality Factor ETF
280,298
15,828.4
+2,766.62%
5.620
+5.42%
0.270
+11.62%
+6.85%
6,823.2
 
SCHD
Schwab US Dividend Equity ETF
413,685
11,566.6
-0.47%
4.110
-0.02%
0.020
+3.32%
+2.01%
71,250.9
 
RYH
Invesco S P 500 Equal Weight Health Care ETF
Invesco S P 500 Equal Weight Health Care ETF
387,256
11,520.9
+5.91%
4.090
+0.23%
-
-2.20%
-0.48%
0
 
AAPL
Apple Inc
48,805
10,841.1
-3.37%
3.850
-0.16%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
RSP
Invesco S&P 500 Equal Weight ETF
58,623
10,155.2
+5.33%
3.610
+0.18%
0.010
+11.65%
+6.62%
73,305.4
 
CSCO
Cisco Systems Inc
122,000
7,528.6
-2.05%
2.670
-0.06%
0.000
+21.77%
+19.48%
274,705.1
Hardware
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
55,240
7,123.8
-0.91%
2.530
-0.02%
0.010
+10.16%
+7.86%
58,243.4
 
LMT
Lockheed Martin Corp
15,927
7,114.8
+0.49%
2.530
+0.01%
0.010
+2.40%
-3.46%
108,366.6
Aerospace & Defense

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JQUA
JPMorgan U.S. Quality Factor ETF
2025-03-31
Add
Add
+5.42%
●
55.41 ($58.41) 60.74
$60.84
4.16%
Add 2766.62%
280,298
270,520
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-1.93%
●
360.07 ($394.62) 417.26
$428.27
8.53%
Reduce -53.37%
11,258
-12,884
PSA
Public Storage
2025-03-31
New Buy
New Buy
+1.09%
●
288.99 ($299.06) 313.98
$296.32
-0.92%
New holding
10,258
10,258
LKQ
LKQ Corp
2025-03-31
New Buy
New Buy
+1.02%
●
36.24 ($39.66) 44.05
$38.68
-2.47%
New holding
67,513
67,513
DG
Dollar General Corp
2025-03-31
Add
Add
+1.01%
●
68.44 ($75.71) 87.93
$114.11
50.72%
Add 301.01%
42,880
32,187
GILD
Gilead Sciences Inc
2025-03-31
Reduce
Reduce
-0.99%
●
89.14 ($103.18) 117.41
$111.75
8.31%
Reduce -33.82%
56,539
-28,896
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-03-31
Sold Out
Sold Out
-0.81%
●
39.71 ($42.26) 43.88
$43.20
2.22%
Sold Out
0
-54,022
PFE
Pfizer Inc
2025-03-31
Add
Add
+0.75%
●
25.01 ($26.17) 27.13
$25.38
-3.02%
Add 204.16%
124,668
83,681
IWY
iShares Russell Top 200 Growth ETF
2025-03-31
Reduce
Reduce
-0.43%
●
210.19 ($230.05) 243.33
$248.36
7.96%
Reduce -46.8%
5,545
-4,878
RYH
Invesco S P 500 Equal Weight Health Care ETF
Invesco S P 500 Equal Weight Health Care ETF
2025-03-31
Add
Add
+0.23%
●
29.24 ($30.33) 31.59
$286.91
845.96%
Add 5.91%
387,256
21,617

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Asset Allocation

To

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC News

  • 1

Discussions on WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.