WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 8K | $2.65M |
 | T | 8K | $234.72K |
 | CMCSA | 8K | $247.79K |
 | PG | 7K | $1.14M |
 | MSFT | 7K | $3.58M |
 | XOM | 6K | $711.31K |
 | RLI | 6K | $391.43K |
 | EXAS | 6K | $325.52K |
 | MA | 6K | $3.37M |
 | CET | 5K | $250.43K |
 | WMT | 5K | $491.44K |
 | IBM | 5K | $1.28M |
 | BTI | 4K | $234.61K |
 | EHC | 4K | $532.66K |
 | AVGO | 4K | $1.33M |
 | V | 4K | $1.37M |
 | GOOG | 4K | $962.84K |
 | OKE | 3K | $249.52K |
 | PEG | 3K | $272.95K |
 | ABBV | 3K | $697.47K |
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.65M
AT&T Inc.
T
Shares Held
8K
Value
$234.72K
Comcast Corporation
CMCSA
Shares Held
8K
Value
$247.79K
The Procter & Gamble Company
PG
Shares Held
7K
Value
$1.14M
Microsoft Corporation
MSFT
Shares Held
7K
Value
$3.58M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$711.31K
RLI Corp.
RLI
Shares Held
6K
Value
$391.43K
Exact Sciences Corporation
EXAS
Shares Held
6K
Value
$325.52K
Mastercard Incorporated
MA
Shares Held
6K
Value
$3.37M
Central Securities Corp.
CET
Shares Held
5K
Value
$250.43K
Walmart Inc.
WMT
Shares Held
5K
Value
$491.44K
International Business Machines Corporation
IBM
Shares Held
5K
Value
$1.28M
British American Tobacco p.l.c.
BTI
Shares Held
4K
Value
$234.61K
Encompass Health Corporation
EHC
Shares Held
4K
Value
$532.66K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.33M
Visa Inc.
V
Shares Held
4K
Value
$1.37M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$962.84K
ONEOK, Inc.
OKE
Shares Held
3K
Value
$249.52K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$272.95K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$697.47K