WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 121K | $3.39M |
 | GSK | 119K | $6.56M |
 | MO | 114K | $7.51M |
 | G | 102K | $3.81M |
 | CTSH | 57K | $3.49M |
 | GILD | 54K | $7.49M |
 | NVS | 50K | $7.64M |
 | MRK | 47K | $5.71M |
 | HPQ | 45K | $869.86K |
 | AAPL | 45K | $11.48M |
 | DG | 42K | $4.93M |
 | CSCO | 38K | $2.92M |
 | DAVEW | 37K | $11.05K |
 | HPE | 32K | $772.77K |
 | HLI | 28K | $4.08M |
 | ET | 28K | $545.54K |
 | HII | 25K | $9.44M |
 | SA | 16K | $456.13K |
 | SGRY | 16K | $186.33K |
 | AM | 15K | $344.23K |
Pfizer Inc.
PFE
Shares Held
121K
Value
$3.39M
GSK plc
GSK
Shares Held
119K
Value
$6.56M
Altria Group, Inc.
MO
Shares Held
114K
Value
$7.51M
Genpact Limited
G
Shares Held
102K
Value
$3.81M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
57K
Value
$3.49M
Gilead Sciences, Inc.
GILD
Shares Held
54K
Value
$7.49M
Novartis AG
NVS
Shares Held
50K
Value
$7.64M
Merck & Co., Inc.
MRK
Shares Held
47K
Value
$5.71M
HP Inc.
HPQ
Shares Held
45K
Value
$869.86K
Apple Inc.
AAPL
Shares Held
45K
Value
$11.48M
Dollar General Corporation
DG
Shares Held
42K
Value
$4.93M
Cisco Systems, Inc.
CSCO
Shares Held
38K
Value
$2.92M
Dave Inc.
DAVEW
Shares Held
37K
Value
$11.05K
Hewlett Packard Enterprise Company
HPE
Shares Held
32K
Value
$772.77K
Houlihan Lokey, Inc.
HLI
Shares Held
28K
Value
$4.08M
Energy Transfer LP
ET
Shares Held
28K
Value
$545.54K
Huntington Ingalls Industries, Inc.
HII
Shares Held
25K
Value
$9.44M
Seabridge Gold Inc.
SA
Shares Held
16K
Value
$456.13K
Surgery Partners, Inc.
SGRY
Shares Held
16K
Value
$186.33K
Antero Midstream Corporation
AM
Shares Held
15K
Value
$344.23K