WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationwinnetka, IL
- Num holdings
131
- Value ($000)
$268,746
- Date Filed02/12/2025
- Form type13F-HR
- CIK0001812177
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPE Doubleline Shiller CAPE US Equity | SHILLER CAPE U S | 25861R204 | $25.96M | 10 % | 866,211 | ||
USMV iShares MSCI USA Min Vol Factor | MSCI USA MIN VOL | 46429B697 | $14.75M | 6 % | 166,151 | ||
AAPL Apple | COM | 037833100 | $12.65M | 5 % | 50,507 | ||
SCHD Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $11.36M | 4 % | 415,640 | ||
RSPH Invesco S&P 500 Equal Weight Healthcare | S&P500 EQL HLT | 46137V332 | $10.71M | 4 % | 365,639 | ||
RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT | 46137V357 | $9.75M | 4 % | 55,657 | ||
IWF iShares Russell 1000 Growth | RUS 1000 GRW ETF | 464287614 | $9.69M | 4 % | 24,142 | ||
GILD Gilead Sciences | COM | 375558103 | $7.89M | 3 % | 85,435 | ||
RSPT Invesco S&P 500 Equal Weight Technology | S&P500 EQL TEC | 46137V282 | $7.80M | 3 % | 208,461 | ||
LMT Lockheed Martin | COM | 539830109 | $7.70M | 3 % | 15,849 |
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