HoldingsChannel.com
Walled Lake Planning & Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Digital Realty Trust 38,596 -853 $5,361
     DLR38,596-853$5,361
Crown Castle 34,136 -1,080 $4,929
     CCI34,136-1,080$4,929
Vanguard High Dividend ETF (VYM) 68,615 +454 $4,855
     VYM68,615+454$4,855
iShares Russell 1000 Growth ETF (IWF) 31,894 -1,824 $4,805
     IWF31,894-1,824$4,805
Lockheed Martin 13,912 -548 $4,716
     LMT13,912-548$4,716
Merck & Co 59,100 -675 $4,547
     MRK59,100-675$4,547
Cisco 114,029 +927 $4,482
     CSCO114,029+927$4,482
Gilead Sciences 59,688 +59,532 $4,462
     GILD59,688+59,532$4,462
Dominion Energy 61,346 -1,093 $4,429
     D61,346-1,093$4,429
Abbvie 55,753 +1,604 $4,248
     ABBV55,753+1,604$4,248
Apple 16,556 -1,284 $4,210
     AAPL16,556-1,284$4,210
Verizon 75,311 -1,059 $4,046
     VZ75,311-1,059$4,046
CVS Health Corp 66,286 -1,020 $3,933
     CVS66,286-1,020$3,933
Duke Energy Corp 46,817 -964 $3,787
     DUK46,817-964$3,787
Caterpillar Inc 32,202 -779 $3,737
     CAT32,202-779$3,737
Altria Group 80,867 +5,014 $3,127
     MO80,867+5,014$3,127
Juniper Networks 153,116 +153,106 $2,931
     JNPR153,116+153,106$2,931
Welltower 56,841 -1,257 $2,602
     WELL56,841-1,257$2,602
Westrock 91,905 -3,616 $2,597
     WRK91,905-3,616$2,597
Chevron 33,717 -1,368 $2,443
     CVX33,717-1,368$2,443
KeyCorp 188,185 -12,871 $1,951
     KEY188,185-12,871$1,951
MASTERCARD INCORPORATED CL A 7,891 -2,896 $1,906
     MA7,891-2,896$1,906
PROCTER AND GAMBLE CO COM 12,316 +17 $1,355
     PG12,316+17$1,355
Schwab US Dividend Equity ETF (SCHD) 29,973 +29,973 $1,348
     SCHD29,973+29,973$1,348
iShares Select Dividend ETF (DVY) 17,297 +17,297 $1,272
     DVY17,297+17,297$1,272
Amazon 612 +70 $1,193
     AMZN612+70$1,193
VISA INC COM CL A 6,738 +325 $1,086
     V6,738+325$1,086
Microsoft 6,368 -437 $1,004
     MSFT6,368-437$1,004
HP Inc. 57,804 +3,161 $1,003
     HPQ57,804+3,161$1,003
International Business Machines 7,913 -620 $878
     IBM7,913-620$878
VANGUARD S&P 500 ETF (VOO) 2,918 +2,918 $691
     VOO2,918+2,918$691
FACEBOOK INC CL A 3,415 -130 $570
     FB3,415-130$570
TJX COS INC NEW COM 10,421 +2 $498
     TJX10,421+2$498
ENCOMPASS HEALTH CORP COM 6,679 UNCH $428
     EHC6,679UNCH$428
iShares Core S&P 500 ETF (IVV) 1,641 +7 $424
     IVV1,641+7$424
iShares Russell 1000 Value ETF (IWD) 4,070 -893 $404
     IWD4,070-893$404
Wells Fargo 13,664 UNCH $392
     WFC13,664UNCH$392
Baxter 4,550 +3 $369
     BAX4,550+3$369
T Mobile 3,887 UNCH $326
     TMUS3,887UNCH$326
REGENERON PHARMACEUTICALS COM 620 -330 $303
     REGN620-330$303
COGNIZANT TECHNOLOGY SOLUTIONS CL A 6,273 UNCH $292
     CTSH6,273UNCH$292
Alphabet C 238 UNCH $277
     GOOG238UNCH$277
JOHNSON & JOHNSON COM 2,017 -83 $264
     JNJ2,017-83$264
RLI CORP COM 3,001 UNCH $264
     RLI3,001UNCH$264
Hewlett Packard Enterprise 27,086 +21,744 $263
     HPE27,086+21,744$263
Vanguard Mid Cap Value (VOE) 3,180 -621 $259
     VOE3,180-621$259
L3HARRIS TECHNOLOGIES INC COM 1,430 UNCH $258
     LHX1,430UNCH$258
iShares S&P Mid Cap ETF (IJH) 1,781 -301 $256
     IJH1,781-301$256
COSTCO WHSL CORP NEW COM 880 -155 $251
     COST880-155$251
BLACKROCK SCIENCE & TECHNOLOGY SHS 8,654 +87 $248
     BST8,654+87$248

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 03/31/2020: $109,387
At 12/31/2019: $138,608

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.