Fund HoldingsWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Total Portfolio Value
$244.85M
Total Bought
$26.37M
Total Sold
$31.54M
Net Transaction
-$5.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Invesco Russell 1000 Dynamic Multifactor
RUSL 1000 DYNM
0179,518+179,51809,4233.85%+9,423
Cognizant Technology Solutions Corp(CTSH)056,850+56,85003,8661.58%+3,866
Apple(AAPL)049,719+49,719010,4724.28%+10,472
VISA INC COM CL A(V)04,506+4,50601,1830.48%+1,183
Meta Platforms Inc.(META)01,833+1,83309240.38%+924
Microsoft(MSFT)5,3966,970+1,5742,2703,1151.27%+845
iShares Russell 1000 Growth25,01824,838-1808,4329,0543.70%+622
Alphabet A(GOOG)23,18422,547-6373,4994,1071.68%+608
iShares MSCI USA Min Vol Factor
MSCI USA MIN ETF
152,645158,722+6,07712,75813,3265.44%+568
TJX COS INC NEW COM(TJX)04,436+4,43604880.20%+488
Invesco S&P 500 Equal Weight Healthcare
S&P500 EQL HLT
299,943332,863+32,9209,5359,9964.08%+461
ISHARES MSCI EAFE ETF05,586+5,58604380.18%+438
SPDR S&P 500 ETF TRUST(SPY)0795+79504330.18%+433
COSTCO WHSL CORP NEW COM(COST)0504+50404290.18%+429
Novartis(NVS)051,890+51,89005,5242.26%+5,524
Invesco S&P 500 Equal Weight Technology
S&P500 EQL TEC
209,285211,258+1,9737,3657,7453.16%+380
PepsiCo(PEP)02,303+2,30303800.16%+380
NVIDIA CORPORATION COM(NVDA)02,822+2,82203490.14%+349
Vanguard S&P 5005,3935,757+3642,5922,8791.18%+287
iShares S&P 5004,6885,027+3392,4652,7511.12%+286
ONEOK INC NEW COM(OKE)03,231+3,23102630.11%+263
iShares Russell Top 200 Growth10,70110,958+2572,0882,3510.96%+263
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN(XIFR)09,219+9,21902550.10%+255
HP Inc.(HPQ)048,921+48,92101,7130.70%+1,713
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN019,075+19,07502270.09%+227
WALMART INC COM(WMT)03,181+3,18102150.09%+215
Amazon(AMZN)13,23513,451+2162,3872,5991.06%+212
APOLLO GLOBAL MGMT INC COM(APO)01,770+1,77002090.09%+209
ISHARES S&P 500 VALUE ETF01,145+1,14502080.09%+208
REAVES UTIL INCOME FD COM SH BEN INT(UTG)07,570+7,57002070.08%+207
PIONEER HIGH INCOME FUND INC COM026,900+26,90002020.08%+202
PROCTER AND GAMBLE CO COM(PG)6,7917,695+9041,1021,2690.52%+167
DOUBLELINE INCOME SOLUTIONS FD COM(DSL)25,40539,054+13,6493234890.20%+166
INVESCO QQQ TRUST SERIES I0779+77903730.15%+373
HANCOCK JOHN PREM DIVID FD COM SH BEN INT013,261+13,26101560.06%+156
JOHNSON & JOHNSON COM(JNJ)02,680+2,68003920.16%+392
JPMorgan Chase(JPM)4,1824,885+7038389880.40%+150
Altria Group(MO)112,897111,267-1,6304,9255,0682.07%+144
iShares S&P 1007,0557,115+601,7451,8800.77%+135
iShares S&P Global 1006,0276,963+9365396730.27%+134
EXXON MOBIL CORP COM(XOM)3,2954,408+1,1133835070.21%+124
Pfizer Inc.(PFE)124,967127,975+3,0083,4683,5811.46%+113
Hewlett Packard Enterprise(HPE)30,45930,501+425406460.26%+106
ELI LILLY & CO COM(LLY)675695+205256300.26%+104
iShares Expanded Tech Sector ETF5,9246,494+5705116120.25%+102
VIRTUS CONVERTIBLE & INC FD II COM034,800+34,80001020.04%+102
BROADCOM INC COM(AVGO)34734704605570.23%+97
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
8,1249,813+1,6894705560.23%+86
ENERGY TRANSFER L P COM UT LTD PTN(ET)19,93324,381+4,4483143950.16%+82
SPDR S&P 600 Small Cap Growth
ST STR SP600GRWO
4,0175,030+1,0133504320.18%+81
Vanguard Mid Cap Index2,2332,637+4045586380.26%+80
Invesco S&P 500 GARP
S&P 500 GARP ETF
5,0125,963+9515346130.25%+79
iShares Russell Mid-Cap6,2527,449+1,1975266040.25%+78
VanEck Morningstar Wide Moat
MRNGSTR WDE MOAT
7,1478,258+1,1116427150.29%+73
iShares Russell Mid-Cap Growth4,6575,460+8035326030.25%+71
MPLX LP COM UNIT REP LTD(MPLX)10,46511,465+1,0004354880.20%+53
iShares S&P 500 Growth - ETF4,7414,723-184004370.18%+37
iShares Russell 1000 Value - ETF10,00710,482+4751,7921,8290.75%+36
VANGUARD TOTAL STOCK MARKET ETF2,6092,670+616787140.29%+36
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
2,8702,87002512860.12%+35
ENTERPRISE PRODS PARTNERS L P COM(EPD)11,52112,781+1,2603363700.15%+34
Trade Desk(TTD)2,5582,629+712242570.10%+33
ORACLE CORP COM(ORCL)2,0552,059+42582910.12%+33
KINDER MORGAN INC DEL COM(KMI)17,08217,094+123133400.14%+26
T-Mobile US Inc.(TMUS)1,8261,823-32983210.13%+23
Tesla(TSLA)01,168+1,16802310.09%+231
Wells Fargo(WFC)8,8748,951+775145320.22%+17
Digital Realty Trust(DLR)1,7081,722+142462620.11%+16
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)55,26955,26903974130.17%+15
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
ST STR SP500FF
7,2117,231+203093230.13%+14
ENCOMPASS HEALTH CORP COM(EHC)4,1914,192+13463600.15%+13
BLACKROCK SCIENCE & TECHNOLOGY SHS(BST)7,7417,903+1622862980.12%+12
ANTERO MIDSTREAM CORP COM(AM)16,77516,77502362470.10%+11
CENTRAL SECS CORP COM(CET)4,8754,87502042150.09%+11
iShares Russell 30001,0231,024+13073160.13%+9
APOLLO TACTICAL INCOME FD INC COM23,59023,59003373450.14%+8
FS CREDIT OPPORTUNITIES CORP COMMON STOCK(FSCO)17,65017,65001051120.05%+8
FS KKR CAP CORP COM(FSK)011,219+11,21902210.09%+221
NUVEEN VRIABL RAT PFD & INM FD COM11,76711,76702112160.09%+6
ALERIAN MLP ETF
ALERIAN MLP
4,6504,65002212230.09%+2
Dave Inc. - Warrants(DAVE)065,598+65,598020.00%+2
NEW AMER HIGH INCOME FD INC COM NEW30,17530,17502202210.09%+2
NEUBERGER BERMAN REAL ESTATE S COM
COM
32,70032,70001091100.04%+1
BK OF AMERICA CORP 7.25CNV PFD L17017002032030.08%0
FLAHERTY & CRUMRINE DYNAMIC PF SHS10,95010,95002102100.09%0
BLACKROCK CORPOR HI YLD FD INC COM(HYT)32,32032,32003163130.13%-3
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF02,930+2,93002590.11%+259
Dave Inc. - Warrants(DAVE)65,5980-65,59840-4
WESTERN ASSET HIGH INCOME OPPO COM50,98550,98501991940.08%-5
DOUBLELINE YIELD OPPORTUNITIES COM33,94233,94205415360.22%-5
Houlihan Lokey(HLI)47,59945,199-2,4006,1026,0952.49%-6
PIMCO DYNAMIC INCOME FD SHS(PDI)19,23919,352+1133713640.15%-7
PIMCO INCOME STRATEGY FD II COM27,70027,800+1002071990.08%-7
iShares S&P Mid-Cap - ETF12,21512,539+3247427340.30%-8
BERKSHIRE HATHAWAY INC DEL CL B NEW88488403723600.15%-12
Bakkt Holdings Inc.37,4850-37,485170-17
Vanguard Mid-Cap Value2,6112,590-214073900.16%-17
iShares S&P Mid-Cap 400 Growth - ETF3,6963,623-733373190.13%-18
RLI CORP COM(RLI)3,0013,00104464220.17%-23
Abbvie(ABBV)2,5652,585+204674430.18%-24
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