Fund HoldingsWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Total Portfolio Value
$243.65M
Total Bought
$27.29M
Total Sold
$11.43M
Net Transaction
+$15.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Genpact
SHS
0108,541+108,54103,5761.47%+3,576
Flowers Foods Inc.(FLO)0161,483+161,48303,8351.57%+3,835
Pfizer Inc.(PFE)0124,967+124,96703,4681.42%+3,468
Altria Group(MO)0112,897+112,89704,9252.02%+4,925
Invesco S&P 500 Equal Weight Healthcare
S&P500 EQL HLT
254,579299,943+45,3647,5819,5353.91%+1,954
iShares MSCI USA Min Vol Factor
MSCI USA MIN ETF
144,372152,645+8,27311,26512,7585.24%+1,493
iShares MSCI USA Equal Weight113,772121,718+7,9469,60711,0754.55%+1,468
Doubleline Shiller CAPE US Equity
SHIL CAP U S ETF
845,782851,103+5,32122,43823,8319.78%+1,393
Merck & Co(MRK)60,52759,879-6486,5997,9013.24%+1,302
Juniper Networks175,274172,680-2,5945,1676,4002.63%+1,232
iShares Russell 1000 Growth25,02925,018-117,5888,4323.46%+844
Dollar General(DG)37,13837,050-885,0495,7822.37%+733
Huntington Ingalls(HII)26,84226,374-4686,9697,6873.15%+718
INVESCO CURRENCYSHARES JAPANESE YEN TRUST(FXY)022,172+22,17201,3580.56%+1,358
Schwab US Dividend Equity ETF138,942138,707-23510,57811,1844.59%+606
Invesco S&P 500 Equal Weight Technology
S&P500 EQL TEC
208,452209,285+8336,8047,3653.02%+561
GRAYSCALE BITCOIN TRUST(GBTC)07,671+7,67104850.20%+485
Vanguard High Dividend ETF57,25456,493-7616,3916,8352.81%+444
iShares S&P 5004,2784,688+4102,0432,4651.01%+421
Vanguard S&P 5004,9735,393+4202,1722,5921.06%+420
EXACT SCIENCES CORP COM(EXK)05,950+5,95004110.17%+411
Amazon(AMZN)13,31513,235-802,0232,3870.98%+364
Houlihan Lokey(HLI)48,15047,599-5515,7746,1022.50%+328
Ross Stores Inc.(ROST)51,15850,469-6897,0807,4073.04%+327
MASTERCARD INCORPORATED CL A(MA)5,8515,857+62,4962,8201.16%+325
ANTERO MIDSTREAM CORP COM(AM)016,775+16,77502360.10%+236
iShares Russell Top 200 Growth10,63410,701+671,8632,0880.86%+225
Target(TGT)01,255+1,25502220.09%+222
ALERIAN MLP ETF
ALERIAN MLP
04,650+4,65002210.09%+221
Microsoft(MSFT)5,4535,396-572,0512,2700.93%+220
BLACKROCK CORPOR HI YLD FD INC COM(HYT)11,17032,320+21,1501053160.13%+211
FLAHERTY & CRUMRINE DYNAMIC PF SHS010,950+10,95002100.09%+210
Allstate Corp(ALL)01,208+1,20802090.09%+209
General Electric(GE)01,166+1,16602050.08%+205
REAVES UTIL INCOME FD COM SH BEN INT(UTG)07,570+7,57002040.08%+204
CENTRAL SECS CORP COM(CET)04,875+4,87502040.08%+204
BK OF AMERICA CORP 7.25CNV PFD L0170+17002030.08%+203
WESTERN ASSET HIGH INCOME OPPO COM050,985+50,98501990.08%+199
iShares S&P 1006,9657,055+901,5561,7450.72%+189
DOUBLELINE YIELD OPPORTUNITIES COM24,17233,942+9,7703595410.22%+182
iShares Russell 1000 Value - ETF9,81910,007+1881,6231,7920.74%+170
Vanguard Mid Cap Index1,7112,233+5223985580.23%+160
VanEck Morningstar Wide Moat
MRNGSTR WDE MOAT
5,7507,147+1,3974886420.26%+155
HANCOCK JOHN PREM DIVID FD COM SH BEN INT013,261+13,26101540.06%+154
iShares Expanded Tech Sector ETF8405,924+5,0843765110.21%+134
Invesco S&P 500 GARP
S&P 500 GARP ETF
4,0985,012+9144025340.22%+132
ELI LILLY & CO COM(LLY)67567503945250.22%+132
iShares S&P Global 1005,1146,027+9134125390.22%+127
iShares Russell Mid-Cap Growth3,8954,657+7624075320.22%+125
PIMCO DYNAMIC INCOME FD SHS(PDI)13,92719,239+5,3122503710.15%+121
iShares Russell Mid-Cap5,2096,252+1,0434055260.22%+121
VANGUARD TOTAL STOCK MARKET ETF2,3712,609+2385626780.28%+116
NEUBERGER BERMAN REAL ESTATE S COM
COM
032,700+32,70001090.04%+109
International Business Machines(IBM)3,8003,810+106227280.30%+106
FS CREDIT OPPORTUNITIES CORP COMMON STOCK(FSCO)017,650+17,65001050.04%+105
Alphabet A(GOOG)24,33723,184-1,1533,4003,4991.44%+100
PROCTER AND GAMBLE CO COM(PG)6,9006,791-1091,0111,1020.45%+91
VISA INC COM CL A(V)4,7634,768+51,2401,3310.55%+91
iShares S&P Mid-Cap - ETF2,36312,215+9,8526557420.30%+87
Meta Platforms Inc.(META)2,3341,872-4628269090.37%+83
Wells Fargo(WFC)8,8748,87404375140.21%+78
SPDR S&P 600 Small Cap Growth
ST STR SP600GRWO
3,2794,017+7382743500.14%+76
BROADCOM INC COM(AVGO)346347+13864600.19%+74
Abbvie(ABBV)2,5632,565+23974670.19%+70
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)48,71955,269+6,5503293970.16%+68
ENCOMPASS HEALTH CORP COM(EHC)4,1914,19102803460.14%+67
EXXON MOBIL CORP COM03,295+3,29503830.16%+383
BERKSHIRE HATHAWAY INC DEL CL B NEW88488403153720.15%+56
MPLX LP COM UNIT REP LTD(MPLX)10,46510,46503844350.18%+51
STELLANTIS N.V SHS(STLA)9,4539,45302202680.11%+47
RLI CORP COM(RLI)3,0013,00103994460.18%+46
COSTCO WHSL CORP NEW COM(COST)512520+83383810.16%+43
iShares S&P 500 Growth - ETF4,7604,741-193574000.16%+43
ENERGY TRANSFER L P COM UT LTD PTN(ET)19,62619,933+3072713140.13%+43
TJX COS INC NEW COM(TJX)5,3745,385+115045460.22%+42
ORACLE CORP COM(ORCL)2,0512,055+42162580.11%+42
iShares S&P Mid-Cap 400 Growth - ETF3,7593,696-632983370.14%+39
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,8702,87002182510.10%+33
ENTERPRISE PRODS PARTNERS L P COM(EPD)11,52111,52103043360.14%+33
BLACKROCK SCIENCE & TECHNOLOGY SHS(BST)7,5857,741+1562552860.12%+31
iShares Russell 30001,0141,023+92783070.13%+30
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
ST STR SP500FF
7,1917,211+202793090.13%+30
Vanguard Mid-Cap Value2,6052,611+63784070.17%+29
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
8,0448,124+804424700.19%+28
Home Depot(HD)1,1871,142-454114380.18%+27
JPMorgan Chase(JPM)4,7694,182-5878118380.34%+27
Hewlett Packard Enterprise(HPE)30,41330,459+465165400.22%+24
Digital Realty Trust(DLR)1,6781,708+302262460.10%+20
NUVEEN VRIABL RAT PFD & INM FD COM11,76711,76701912110.09%+20
Bakkt Holdings Inc.037,485+37,4850170.01%+17
KINDER MORGAN INC DEL COM(KMI)17,06817,082+143013130.13%+12
DOUBLELINE INCOME SOLUTIONS FD COM(DSL)25,40525,40503113230.13%+12
Trade Desk(TTD)2,9532,558-3952122240.09%+11
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN19,07519,07502162270.09%+11
CME(CME)1,9381,93804084170.17%+9
APOLLO TACTICAL INCOME FD INC COM23,59023,59003293370.14%+8
NEW AMER HIGH INCOME FD INC COM NEW30,17530,17502122200.09%+7
T-Mobile US Inc.(TMUS)1,8171,826+92912980.12%+7
PIMCO INCOME STRATEGY FD II COM27,70027,70002002070.08%+6
Dave Inc. - Warrants(DAVE)65,59865,5980140.00%+3
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