HoldingsChannel.com
Walled Lake Planning & Wealth Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
iShares Russell 1000 Growth ETF (IWF) 31,716 -178 $6,088
     IWF31,716-178$6,088
Crown Castle 33,284 -852 $5,570
     CCI33,284-852$5,570
Abbvie 54,884 -869 $5,389
     ABBV54,884-869$5,389
Cisco 112,284 -1,745 $5,237
     CSCO112,284-1,745$5,237
Vanguard High Dividend ETF (VYM) 66,206 -2,409 $5,216
     VYM66,206-2,409$5,216
Lockheed Martin 13,676 -236 $4,991
     LMT13,676-236$4,991
Dominion Energy 60,712 -634 $4,929
     D60,712-634$4,929
Apple 13,157 -3,399 $4,800
     AAPL13,157-3,399$4,800
Gilead Sciences 60,013 +325 $4,617
     GILD60,013+325$4,617
Merck & Co 57,994 -1,106 $4,485
     MRK57,994-1,106$4,485
CVS Health Corp 65,639 -647 $4,265
     CVS65,639-647$4,265
Verizon 74,331 -980 $4,098
     VZ74,331-980$4,098
Caterpillar Inc 31,514 -688 $3,987
     CAT31,514-688$3,987
Walgreens Boots Alliance 90,099 +89,695 $3,819
     WBA90,099+89,695$3,819
Duke Energy Corp 46,228 -589 $3,693
     DUK46,228-589$3,693
Juniper Networks 152,999 -117 $3,498
     JNPR152,999-117$3,498
Altria Group 81,145 +278 $3,185
     MO81,145+278$3,185
Chevron 33,095 -622 $2,953
     CVX33,095-622$2,953
Welltower 56,712 -129 $2,935
     WELL56,712-129$2,935
MASTERCARD INCORPORATED CL A 7,898 +7 $2,335
     MA7,898+7$2,335
JPMorgan Chase 22,768 +22,188 $2,142
     JPM22,768+22,188$2,142
ACCENTURE PLC IRELAND SHS CLASS A 9,190 +7,855 $1,973
     ACN9,190+7,855$1,973
Schwab US Dividend Equity ETF (SCHD) 30,402 +429 $1,573
     SCHD30,402+429$1,573
Amazon 539 -73 $1,487
     AMZN539-73$1,487
iShares Select Dividend ETF (DVY) 17,957 +660 $1,449
     DVY17,957+660$1,449
PROCTER AND GAMBLE CO COM 11,920 -396 $1,425
     PG11,920-396$1,425
Microsoft 6,644 +276 $1,352
     MSFT6,644+276$1,352
VISA INC COM CL A 6,715 -23 $1,297
     V6,715-23$1,297
HP Inc. 57,812 +8 $1,008
     HPQ57,812+8$1,008
International Business Machines 8,132 +219 $982
     IBM8,132+219$982
VANGUARD S&P 500 ETF (VOO) 3,154 +236 $894
     VOO3,154+236$894
FACEBOOK INC CL A 3,184 -231 $723
     FB3,184-231$723
iShares Core S&P 500 ETF (IVV) 1,898 +257 $588
     IVV1,898+257$588
TJX COS INC NEW COM 10,421 UNCH $527
     TJX10,421UNCH$527
iShares Russell 1000 Value ETF (IWD) 3,756 -314 $423
     IWD3,756-314$423
ENCOMPASS HEALTH CORP COM 6,680 +1 $414
     EHC6,680+1$414
T Mobile 3,887 UNCH $405
     TMUS3,887UNCH$405
Baxter 4,553 +3 $392
     BAX4,553+3$392
SURGERY PARTNERS INC COM 32,632 UNCH $378
     SGRY32,632UNCH$378
COGNIZANT TECHNOLOGY SOLUTIONS CL A 6,273 UNCH $356
     CTSH6,273UNCH$356
Wells Fargo 13,664 UNCH $350
     WFC13,664UNCH$350
Alphabet C 238 UNCH $336
     GOOG238UNCH$336
BLACKROCK SCIENCE & TECHNOLOGY SHS 8,734 +80 $330
     BST8,734+80$330
EXACT SCIENCES CORP COM 3,420 UNCH $297
     EXAS3,420UNCH$297
Vanguard Mid Cap Value (VOE) 3,066 -114 $293
     VOE3,066-114$293
JOHNSON & JOHNSON COM 2,022 +5 $284
     JNJ2,022+5$284
iShares S&P Mid Cap 400 Growth ETF (IJK) 1,255 -49 $281
     IJK1,255-49$281
KRANESHARES BOSERA MSCI CHINA A ETF (KBA) 8,015 UNCH $272
     KBA8,015UNCH$272
Hewlett Packard Enterprise 27,401 +315 $267
     HPE27,401+315$267
iShares S&P Mid Cap ETF (IJH) 1,501 -280 $267
     IJH1,501-280$267

See Full List: All Stocks Held By Walled Lake Planning & Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Walled Lake Planning & Wealth Management LLC

Size ($ in 1000's)
At 06/30/2020: $119,465
At 03/31/2020: $109,387

Walled Lake Planning & Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walled Lake Planning & Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Walled Lake Planning & Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.