WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK
1812177
City
HIGHLAND PARK
State / Country
IL
Top Portfolio Positions
94 positions ·
$141,576,762 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
45,234 | $11,479,936 | 8.11% | |
| HII |
Huntington Ingalls Industries, Inc.
Industrials
|
24,848 | $9,439,755 | 6.67% | |
| NVS |
Novartis AG
Healthcare
|
50,002 | $7,637,805 | 5.39% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
113,857 | $7,513,423 | 5.31% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
53,766 | $7,493,367 | 5.29% | |
| LMT |
Lockheed Martin Corp
Industrials
|
12,329 | $7,451,524 | 5.26% | |
| GSK |
GSK plc
Healthcare
|
118,898 | $6,561,980 | 4.63% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
47,444 | $5,707,038 | 4.03% | |
| DG |
Dollar General Corp
Consumer Defensive
|
41,538 | $4,931,806 | 3.48% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
28,407 | $4,079,813 | 2.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,075 | 50,985 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $189,154 | 50,985 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $195,782 | 50,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $202,920 | 50,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $202,920 | 50,985 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $200,371 | 50,985 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $206,489 | 50,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $194,252 | 50,985 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $198,841 | 50,985 | Shares | Sole | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||