WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Winnetka, IL
CIK
0001812177
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 124 244,853 CAPE, USMV, AAPL, SCHD 13F-HR 8/12/2024 000110465924088223
Q1 2024 119 243,653 CAPE, USMV, SCHD, EUSA 13F-HR 5/13/2024 000110465924060741
Q4 2023 106 215,104 CAPE, USMV, SCHD, EUSA 13F-HR 2/13/2024 000110465924017914
Q3 2023 103 199,646 CAPE, USMV, SCHD, EUSA 13F-HR 11/14/2023 000110465923117742
Q2 2023 100 205,538 CAPE, SCHD, USMV, AAPL 13F-HR 8/11/2023 000110465923090386
Q1 2023 87 190,956 CAPE, SCHD, USMV, LMT 13F-HR 5/12/2023 000110465923059635
Q4 2022 53 146,769 SCHD, USMV, IWL, LMT 13F-HR 2/13/2023 000110465923020039
Q3 2022 77 143,123 SCHD, AAPL, LMT, IWF 13F-HR 11/1/2022 000160658722002064
Q2 2022 76 145,138 SCHD, LMT, AAPL, IWF 13F-HR 8/9/2022 000160658722001671
Q1 2022 90 168,055 SCHD, VYM, AAPL, IWF 13F-HR 5/13/2022 000160658722001137
Q4 2021 97 172,487 IWF, AAPL, ABBV, CSCO 13F-HR 2/10/2022 000160658722000467
Q3 2021 335 162,232 IWF, AAPL, VYM, CSCO 13F-HR 11/15/2021 000110465921138990
Q2 2021 318 153,733 IWF, VYM, AAPL, CCI 13F-HR 8/16/2021 000110465921106083
Q1 2021 316 144,212 IWF, VYM, ABBV, CSCO 13F-HR 5/17/2021 000110465921067592
Q4 2020 352 131,643 IWF, VYM, AAPL, ABBV 13F-HR 2/19/2021 000110465921025519
Q3 2020 362 123,321 IWF, VYM, CCI, AAPL 13F-HR 11/13/2020 000110465920125010
Q2 2020 358 119,465 IWF, CCI, ABBV, CSCO 13F-HR 8/18/2020 000181217720000004
Q1 2020 366 109,387 DLR, CCI, VYM, IWF 13F-HR 5/15/2020 000181217720000003
Q4 2019 279 138,608 VYM, IWF, LMT, MRK 13F-HR 5/15/2020 000181217720000002