WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationwinnetka, IL
- Num holdings
133
- Value ($000)
$281,594
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CAPE Doubleline Shiller CAPE US Equity | SHILLER CAPE U S | 25861R204 | $26.38M | 9 % | 867,953 | ||
USMV iShares MSCI USA Min Vol Factor | MSCI USA MIN VOL | 46429B697 | $15.89M | 6 % | 169,611 | ||
JQUA JPMorgan US Quality Factor | US QUALTY FCTR | 46641Q761 | $15.83M | 6 % | 280,298 | ||
SCHD Schwab US Dividend Equity ETF | US DIVIDEND EQ | 808524797 | $11.57M | 4 % | 413,685 | ||
RSPH Invesco S&P 500 Equal Weight Healthcare | S&P500 EQL HLT | 46137V332 | $11.52M | 4 % | 387,256 | ||
AAPL Apple | COM | 037833100 | $10.84M | 4 % | 48,805 | ||
RSP Invesco S&P 500 Equal Weight | S&P500 EQL WGT | 46137V357 | $10.16M | 4 % | 58,623 | ||
CSCO Cisco | COM | 17275R102 | $7.53M | 3 % | 122,000 | ||
VYM Vanguard High Dividend ETF | HIGH DIV YLD | 921946406 | $7.12M | 3 % | 55,240 | ||
LMT Lockheed Martin | COM | 539830109 | $7.11M | 3 % | 15,927 |
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