WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    winnetka, IL
  • CIK
    0001812177
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

131

$268.75M
CAPE, USMV, AAPL, SCHD
13F-HR
Feb 12, 2025
000110465925012067

132

$266.27M
CAPE, USMV, AAPL, SCHD
13F-HR
Nov 14, 2024
000110465924118610

124

$244.85M
CAPE, USMV, AAPL, SCHD
13F-HR
Aug 12, 2024
000110465924088223

119

$243.65M
CAPE, USMV, SCHD, EUSA
13F-HR
May 14, 2024
000110465924060741

106

$215.10M
CAPE, USMV, SCHD, EUSA
13F-HR
Feb 13, 2024
000110465924017914

103

$199.65M
CAPE, USMV, SCHD, EUSA
13F-HR
Nov 14, 2023
000110465923117742

100

$205.54M
CAPE, SCHD, USMV, AAPL
13F-HR
Aug 11, 2023
000110465923090386

87

$190.96M
CAPE, SCHD, USMV, LMT
13F-HR
May 12, 2023
000110465923059635

53

$146.77M
SCHD, USMV, IWL, LMT
13F-HR
Feb 14, 2023
000110465923020039

77

$143.12M
SCHD, AAPL, LMT, IWF
13F-HR
Nov 1, 2022
000160658722002064

76

$145.14M
SCHD, LMT, AAPL, IWF
13F-HR
Aug 9, 2022
000160658722001671

90

$168.06M
SCHD, VYM, AAPL, IWF
13F-HR
May 13, 2022
000160658722001137

97

$172.49M
IWF, AAPL, ABBV, CSCO
13F-HR
Feb 10, 2022
000160658722000467

335

$162.23M
IWF, AAPL, VYM, CSCO
13F-HR
Nov 15, 2021
000110465921138990

318

$153.73M
IWF, VYM, AAPL, 8CW
13F-HR
Aug 16, 2021
000110465921106083

316

$144.21M
IWF, VYM, ABBV, CSCO
13F-HR
May 17, 2021
000110465921067592

352

$131.64M
IWF, VYM, AAPL, ABBV
13F-HR
Feb 19, 2021
000110465921025519

362

$123.32M
IWF, VYM, 8CW, AAPL
13F-HR
Nov 13, 2020
000110465920125010

358

$119.47M
IWF, 8CW, ABBV, CSCO
13F-HR
Aug 18, 2020
000181217720000004

366

$109.39M
FQI, 8CW, VYM, IWF
13F-HR
May 15, 2020
000181217720000003

279

$138.61M
VYM, IWF, LMT, MRK
13F-HR
May 15, 2020
000181217720000002
Walled Lake Planning & Wealth Management, Llc 13F Filings