WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MFIC | 22K | $267.03K |
 | LKQ | 19K | $592.51K |
 | SGRY | 16K | $338.28K |
 | AM | 15K | $293.50K |
 | GOOGL | 15K | $3.60M |
 | AMZN | 13K | $2.93M |
 | CSX | 13K | $457.69K |
 | LMT | 12K | $6.07M |
 | FSK | 11K | $167.50K |
 | GLXY | 11K | $375.56K |
 | NVO | 11K | $615.10K |
 | ARCC | 11K | $215.36K |
 | EPD | 10K | $324.24K |
 | MKTX | 10K | $1.77M |
 | GDRX | 10K | $42.41K |
 | PSA | 10K | $2.89M |
 | QBTS | 10K | $236.38K |
 | MPLX | 9K | $470.48K |
 | WFC | 9K | $743.82K |
 | ACN | 8K | $2.09M |
MidCap Financial Investment Corporation
MFIC
Shares Held
22K
Value
$267.03K
LKQ Corporation
LKQ
Shares Held
19K
Value
$592.51K
Surgery Partners, Inc.
SGRY
Shares Held
16K
Value
$338.28K
Antero Midstream Corporation
AM
Shares Held
15K
Value
$293.50K
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$3.60M
Amazon.com, Inc.
AMZN
Shares Held
13K
Value
$2.93M
CSX Corporation
CSX
Shares Held
13K
Value
$457.69K
Lockheed Martin Corporation
LMT
Shares Held
12K
Value
$6.07M
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$167.50K
Galaxy Digital
GLXY
Shares Held
11K
Value
$375.56K
Novo Nordisk A/S
NVO
Shares Held
11K
Value
$615.10K
Ares Capital Corporation
ARCC
Shares Held
11K
Value
$215.36K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$324.24K
MarketAxess Holdings Inc.
MKTX
Shares Held
10K
Value
$1.77M
GoodRx Holdings, Inc.
GDRX
Shares Held
10K
Value
$42.41K
Public Storage
PSA
Shares Held
10K
Value
$2.89M
D-Wave Quantum Inc.
QBTS
Shares Held
10K
Value
$236.38K
MPLX Lp
MPLX
Shares Held
9K
Value
$470.48K
Wells Fargo & Company
WFC
Shares Held
9K
Value
$743.82K
Accenture plc
ACN
Shares Held
8K
Value
$2.09M