WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 120K | $3.06M |
 | GSK | 119K | $5.13M |
 | MO | 111K | $7.35M |
 | G | 101K | $4.24M |
 | CSCO | 78K | $5.34M |
 | CTSH | 56K | $3.72M |
 | GILD | 54K | $5.99M |
 | FLO | 53K | $686.48K |
 | NVS | 50K | $6.39M |
 | HPQ | 48K | $1.30M |
 | MRK | 47K | $3.92M |
 | FSCO | 46K | $315.44K |
 | AAPL | 46K | $11.62M |
 | DAVEW | 45K | $48.39K |
 | DG | 41K | $4.27M |
 | HPE | 32K | $795.32K |
 | ET | 28K | $482.28K |
 | HLI | 28K | $5.74M |
 | HII | 25K | $7.27M |
 | ROST | 24K | $3.68M |
Pfizer Inc.
PFE
Shares Held
120K
Value
$3.06M
GSK plc
GSK
Shares Held
119K
Value
$5.13M
Altria Group, Inc.
MO
Shares Held
111K
Value
$7.35M
Genpact Limited
G
Shares Held
101K
Value
$4.24M
Cisco Systems, Inc.
CSCO
Shares Held
78K
Value
$5.34M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
56K
Value
$3.72M
Gilead Sciences, Inc.
GILD
Shares Held
54K
Value
$5.99M
Flowers Foods, Inc.
FLO
Shares Held
53K
Value
$686.48K
Novartis AG
NVS
Shares Held
50K
Value
$6.39M
HP Inc.
HPQ
Shares Held
48K
Value
$1.30M
Merck & Co., Inc.
MRK
Shares Held
47K
Value
$3.92M
FS Credit Opportunities Corp.
FSCO
Shares Held
46K
Value
$315.44K
Apple Inc.
AAPL
Shares Held
46K
Value
$11.62M
Dave Inc.
DAVEW
Shares Held
45K
Value
$48.39K
Dollar General Corporation
DG
Shares Held
41K
Value
$4.27M
Hewlett Packard Enterprise Company
HPE
Shares Held
32K
Value
$795.32K
Energy Transfer LP
ET
Shares Held
28K
Value
$482.28K
Houlihan Lokey, Inc.
HLI
Shares Held
28K
Value
$5.74M
Huntington Ingalls Industries, Inc.
HII
Shares Held
25K
Value
$7.27M
Ross Stores, Inc.
ROST
Shares Held
24K
Value
$3.68M