Fund HoldingsWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Total Portfolio Value
$268.75M
Total Bought
$22.55M
Total Sold
$15.99M
Net Transaction
+$6.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GlaxoSmithKline(GSK)0119,507+119,50704,0421.50%+4,042
LyondellBasell Industries N.V.
SHS - A -
040,904+40,90403,0381.13%+3,038
First Trust Morningstar Dividend Leaders Index054,022+54,02202,1750.81%+2,175
Apple(AAPL)49,60250,507+90511,55712,6484.71%+1,091
JPMorgan Chase(JPM)8,33410,916+2,5821,7572,6170.97%+859
Gilead Sciences(GILD)84,27085,435+1,1657,0657,8922.94%+827
Cisco(CSCO)123,453124,552+1,0996,5707,3732.74%+803
Doubleline Shiller CAPE US Equity
SHIL CAP U S ETF
853,639866,211+12,57225,25925,9589.66%+699
JPMorgan US Quality Factor
US QUALTY FCTR
09,778+9,77805600.21%+560
Alphabet A(GOOG)022,428+22,42804,2461.58%+4,246
iShares Russell 1000 Growth24,52524,142-3839,2069,6953.61%+489
Genpact
SHS
106,809108,287+1,4784,1884,6511.73%+463
Amazon(AMZN)013,559+13,55902,9751.11%+2,975
Tesla(TSLA)2,6882,685-37031,0840.40%+381
Altria Group(MO)112,880117,026+4,1465,7616,1192.28%+358
Invesco S&P 500 Equal Weight
S&P500 EQL WGT
52,72455,657+2,9339,4469,7533.63%+307
EXXON MOBIL CORP COM06,485+6,48506980.26%+698
ARES CAPITAL CORP COM(ARCC)09,757+9,75702140.08%+214
PALO ALTO NETWORKS INC COM(PANW)01,136+1,13602070.08%+207
GRAYSCALE BITCOIN TRUST ETF(GBTC)08,406+8,40606220.23%+622
MASTERCARD INCORPORATED CL A(MA)5,9375,915-222,9323,1151.16%+183
APOLLO GLOBAL MGMT INC COM(APO)1,7762,436+6602224020.15%+180
Vanguard S&P 5005,8936,094+2013,1103,2841.22%+174
VISA INC COM CL A(V)4,5474,504-431,2501,4230.53%+173
iShares S&P 5005,1615,339+1782,9773,1431.17%+166
PALANTIR TECHNOLOGIES INC CL A(PLTR)6,6465,392-1,2542474080.15%+161
Wells Fargo(WFC)08,952+8,95206290.23%+629
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)1,4571,953+4962273460.13%+119
BLACKSTONE INC COM(BX)1,5111,978+4672313410.13%+110
iShares Russell Top 200 Growth010,423+10,42302,4520.91%+2,452
iShares Russell Mid-Cap Growth5,7636,128+3656767770.29%+101
iShares S&P 1007,1127,127+151,9682,0590.77%+91
BROADCOM INC COM(AVGO)01,439+1,43903340.12%+334
Ross Stores Inc.(ROST)24,56224,919+3573,6973,7701.40%+73
iShares Expanded Tech Sector ETF6,7457,021+2766477170.27%+70
iShares S&P Global 1007,2727,822+5507217880.29%+67
Alphabet C(GOOG)05,386+5,38601,0260.38%+1,026
Hewlett Packard Enterprise(HPE)032,260+32,26006890.26%+689
Vanguard Mid Cap Index2,7823,005+2237347940.30%+60
Invesco S&P 500 GARP
S&P 500 GARP ETF
6,3906,932+5426697270.27%+58
NVIDIA CORPORATION COM(NVDA)03,064+3,06404110.15%+411
Vanguard High Dividend ETF55,03255,745+7137,0557,1132.65%+57
iShares Russell Mid-Cap7,8568,477+6216927490.28%+57
Cognizant Technology Solutions Corp(CTSH)57,12257,986+8644,4094,4591.66%+50
KINDER MORGAN INC DEL COM(KMI)17,10515,490-1,6153784240.16%+47
VanEck Morningstar Wide Moat
MRNGSTR WDE MOAT
8,5489,436+8888298750.33%+46
iShares MSCI USA Min Vol Factor
MSCI USA MIN ETF
161,099166,151+5,05214,71014,7535.49%+43
ENERGY TRANSFER L P COM UT LTD PTN(ET)021,734+21,73404260.16%+426
VANGUARD TOTAL STOCK MARKET ETF2,8282,880+528018350.31%+34
ONEOK INC NEW COM(OKE)3,2693,298+292983310.12%+33
INVESCO QQQ TRUST SERIES I0658+65803360.13%+336
WALMART INC COM(WMT)3,1873,18702572880.11%+31
RLI CORP COM(RLI)3,0013,00104654950.18%+30
T-Mobile US Inc.(TMUS)1,8271,833+63774050.15%+27
Digital Realty Trust(DLR)1,7351,73502813080.11%+27
FS KKR CAP CORP COM(FSK)011,219+11,21902440.09%+244
PROSHARES ULTRA QQQ
PSHS ULTRA QQQ
02,870+2,87003110.12%+311
Trade Desk(TTD)2,6292,606-232883060.11%+18
SPDR S&P 600 Small Cap Growth
ST STR SP600GRWO
5,3025,651+3494945110.19%+17
CME(CME)1,4211,42103143300.12%+16
TJX COS INC NEW COM(TJX)4,4454,453+85225380.20%+16
COSTCO WHSL CORP NEW COM(COST)50550504484630.17%+15
BLACKROCK SCIENCE & TECHNOLOGY SHS(BST)08,240+8,24003010.11%+301
Meta Platforms Inc.(META)1,8341,815-191,0501,0630.40%+13
iShares S&P 500 Growth - ETF04,495+4,49504560.17%+456
FS CREDIT OPPORTUNITIES CORP COMMON STOCK(FSCO)017,650+17,65001200.04%+120
iShares Russell 30001,0271,028+13363440.13%+8
SPDR S&P 500 ETF TRUST(SPY)0567+56703320.12%+332
SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
ST STR SP500FF
7,2507,270+203433500.13%+7
Dave Inc. - Warrants(DAVE)065,598+65,5980110.00%+11
Microsoft(MSFT)7,3357,497+1623,1563,1601.18%+4
Abbvie(ABBV)2,7363,062+3265405440.20%+4
MIDCAP FINANCIAL INVSTMNT CORP COM NEW22,27122,27102983000.11%+2
VIRTUS CONVERTIBLE & INC FD II COM034,800+34,80001090.04%+109
BERKSHIRE HATHAWAY INC DEL CL B NEW884897+134074070.15%-0
iShares S&P Mid-Cap - ETF12,45612,449-77767760.29%-1
CENTRAL SECS CORP COM(CET)04,875+4,87502230.08%+223
International Business Machines(IBM)4,0444,063+198948930.33%-1
BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN019,075+19,07502330.09%+233
ORACLE CORP COM(ORCL)2,0622,089+273513480.13%-3
PIMCO INCOME STRATEGY FD II COM27,80027,80002122070.08%-5
NEW AMER HIGH INCOME FD INC COM NEW30,17530,17502512470.09%-5
WESTERN ASSET HIGH INCOME OPPO COM50,98550,98502062000.07%-6
PIONEER HIGH INCOME FUND INC COM26,90026,90002152080.08%-7
BLACKROCK CORPOR HI YLD FD INC COM(HYT)032,320+32,32003170.12%+317
NUVEEN VRIABL RAT PFD & INM FD COM011,767+11,76702150.08%+215
iShares S&P Mid-Cap 400 Growth - ETF3,6253,571-543333250.12%-9
BK OF AMERICA CORP 7.25CNV PFD L17017002162070.08%-9
NUVEEN PFD & INCOME OPPORTUNIT COM(JPC)55,26955,26904464340.16%-12
REAVES UTIL INCOME FD COM SH BEN INT(UTG)10,87010,87003573440.13%-12
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF2,9302,93002742610.10%-13
DOUBLELINE INCOME SOLUTIONS FD COM(DSL)39,20139,356+1555094950.18%-14
FLAHERTY & CRUMRINE DYNAMIC PF SHS10,95010,95002352180.08%-17
ALERIAN MLP ETF
ALERIAN MLP
04,185+4,18502020.07%+202
ENCOMPASS HEALTH CORP COM(EHC)4,1924,19204053870.14%-18
NEUBERGER BERMAN REAL ESTATE S COM
COM
32,70032,70001341160.04%-18
Home Depot(HD)1,3141,317+35325120.19%-20
MCDONALDS CORP COM(MCD)1,5121,514+24604390.16%-21
Vanguard Mid-Cap Value2,5882,548-404344120.15%-22
ANTERO MIDSTREAM CORP COM(AM)015,098+15,09802280.08%+228
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