WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$266M
Signature - Title
Howard Klieger - Chief Executive Officer
Location
Winnetka, IL
Summary
This page shows a list of all the recent 13F filings made by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 132 stock holdings with total value $266M as of Q3 2024. Top holdings included CAPE, USMV, AAPL, SCHD, and RSPH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 132 $266M +$17.3M -$11.7M +$5.57M CAPE, USMV, AAPL, SCHD, RSPH 13F-HR 11/14/2024, 11:57 AM
Q2 2024 124 $245M +$20.9M -$19.9M +$956K CAPE, USMV, AAPL, SCHD, RSPH 13F-HR 8/12/2024, 01:01 PM
Q1 2024 119 $244M +$20.5M -$4.89M +$15.7M CAPE, USMV, SCHD, EUSA, RSPH 13F-HR 5/13/2024, 08:09 PM
Q4 2023 106 $215M +$5.85M -$9.37M -$3.52M CAPE, USMV, SCHD, EUSA, AAPL 13F-HR 2/13/2024, 09:34 AM
Q3 2023 103 $200M +$18.5M -$5.32M +$13.2M CAPE, USMV, SCHD, EUSA, AAPL 13F-HR 11/14/2023, 08:40 AM
Q2 2023 100 $206M +$14.5M -$9.03M +$5.48M CAPE, SCHD, USMV, AAPL, EUSA 13F-HR 8/11/2023, 02:48 PM
Q1 2023 87 $191M +$59.6M -$16.5M +$43.1M CAPE, SCHD, USMV, LMT, AAPL 13F-HR 5/12/2023, 02:10 PM
Q4 2022 53 $147M +$31.2M -$43.2M -$12.1M SCHD, USMV, IWL, LMT, GILD 13F-HR 2/13/2023, 07:52 PM
Q3 2022 77 $143M +$20.5M -$7.15M +$13.4M SCHD, AAPL, LMT, IWF, HII 13F-HR 11/1/2022, 07:54 AM
Q2 2022 76 $145M +$8.85M -$11.3M -$2.43M SCHD, LMT, AAPL, IWF, HII 13F-HR 8/9/2022, 12:25 PM
Q1 2022 90 $168M +$26.1M -$25.2M +$896K SCHD, VYM, AAPL, IWF, LMT 13F-HR 5/13/2022, 08:59 AM
Q4 2021 97 $172M +$12.5M -$19.2M -$6.68M IWF, AAPL, ABBV, CSCO, VYM 13F-HR 2/10/2022, 04:52 PM
Q3 2021 320 $162M +$14.6M -$3.64M +$11M IWF, AAPL, VYM, CSCO, ABBV 13F-HR 11/15/2021, 02:17 PM
Q2 2021 309 $154M +$2.4M -$364K +$2.03M IWF, VYM, AAPL, CCI, ABBV 13F-HR 8/16/2021, 01:37 PM
Q1 2021 306 $144M +$3.6M -$1.6M +$2M IWF, VYM, ABBV, CSCO, AAPL 13F-HR 5/17/2021, 10:26 AM
Q4 2020 315 $132M +$1.77M -$5.94M -$4.17M IWF, VYM, AAPL, ABBV, CCI 13F-HR 2/19/2021, 07:33 AM
Q3 2020 334 $123M +$12M -$6.46M +$5.52M IWF, VYM, CCI, AAPL, LMT 13F-HR 11/13/2020, 03:29 PM
Q2 2020 331 $119M +$8.75M -$14.2M -$5.5M IWF, CCI, ABBV, CSCO, VYM 13F-HR 8/18/2020, 11:38 AM
Q1 2020 319 $109M +$12.3M -$11.5M +$823K DLR, CCI, VYM, IWF, LMT 13F-HR 5/15/2020, 03:49 PM
Q4 2019 271 $139M $0 $0 VYM, IWF, LMT, MRK, CSCO 13F-HR 5/15/2020, 03:45 PM