WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLO | 157K | $1.70M |
 | PFE | 121K | $3.01M |
 | GSK | 119K | $5.84M |
 | MO | 112K | $6.45M |
 | G | 101K | $4.73M |
 | CSCO | 78K | $6.01M |
 | CTSH | 56K | $4.63M |
 | GILD | 54K | $6.61M |
 | NVS | 50K | $6.84M |
 | MRK | 47K | $4.97M |
 | HPQ | 46K | $1.02M |
 | FSCO | 46K | $287.60K |
 | AAPL | 45K | $12.25M |
 | DAVEW | 43K | $38.47K |
 | DG | 41K | $5.50M |
 | NVO | 39K | $1.98M |
 | HPE | 32K | $778.66K |
 | ET | 28K | $464.84K |
 | HLI | 28K | $4.88M |
 | HII | 25K | $8.54M |
Flowers Foods, Inc.
FLO
Shares Held
157K
Value
$1.70M
Pfizer Inc.
PFE
Shares Held
121K
Value
$3.01M
GSK plc
GSK
Shares Held
119K
Value
$5.84M
Altria Group, Inc.
MO
Shares Held
112K
Value
$6.45M
Genpact Limited
G
Shares Held
101K
Value
$4.73M
Cisco Systems, Inc.
CSCO
Shares Held
78K
Value
$6.01M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
56K
Value
$4.63M
Gilead Sciences, Inc.
GILD
Shares Held
54K
Value
$6.61M
Novartis AG
NVS
Shares Held
50K
Value
$6.84M
Merck & Co., Inc.
MRK
Shares Held
47K
Value
$4.97M
HP Inc.
HPQ
Shares Held
46K
Value
$1.02M
FS Credit Opportunities Corp.
FSCO
Shares Held
46K
Value
$287.60K
Apple Inc.
AAPL
Shares Held
45K
Value
$12.25M
Dave Inc.
DAVEW
Shares Held
43K
Value
$38.47K
Dollar General Corporation
DG
Shares Held
41K
Value
$5.50M
Novo Nordisk A/S
NVO
Shares Held
39K
Value
$1.98M
Hewlett Packard Enterprise Company
HPE
Shares Held
32K
Value
$778.66K
Energy Transfer LP
ET
Shares Held
28K
Value
$464.84K
Houlihan Lokey, Inc.
HLI
Shares Held
28K
Value
$4.88M
Huntington Ingalls Industries, Inc.
HII
Shares Held
25K
Value
$8.54M