
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TJX | 3K | $432.98K |
![]() | NVDA | 3K | $545.05K |
![]() | PLTR | 3K | $476.48K |
![]() | HOOD | 2K | $345.78K |
![]() | PEP | 2K | $335.67K |
![]() | APO | 2K | $317.27K |
![]() | ED | 2K | $232.29K |
![]() | UBER | 2K | $215.53K |
![]() | ORCL | 2K | $585.24K |
![]() | ARES | 2K | $328.84K |
![]() | BX | 2K | $338.90K |
![]() | TSLA | 2K | $801.83K |
![]() | DLR | 2K | $308.99K |
![]() | TMUS | 2K | $368.69K |
![]() | JNJ | 2K | $281.27K |
![]() | MCD | 1K | $454.52K |
![]() | META | 1K | $1.06M |
![]() | CME | 1K | $383.94K |
![]() | PM | 1K | $205.25K |
![]() | HD | 1K | $479.06K |

The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$432.98K

NVIDIA Corporation
NVDA
Shares Held
3K
Value
$545.05K

Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$476.48K

Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$345.78K

PepsiCo, Inc.
PEP
Shares Held
2K
Value
$335.67K

Apollo Global Management, Inc.
APO
Shares Held
2K
Value
$317.27K

Consolidated Edison, Inc.
ED
Shares Held
2K
Value
$232.29K

Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$215.53K

Oracle Corporation
ORCL
Shares Held
2K
Value
$585.24K

Ares Management Corporation
ARES
Shares Held
2K
Value
$328.84K

Blackstone Inc.
BX
Shares Held
2K
Value
$338.90K

Tesla, Inc.
TSLA
Shares Held
2K
Value
$801.83K

Digital Realty Trust, Inc.
DLR
Shares Held
2K
Value
$308.99K

T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$368.69K

Johnson & Johnson
JNJ
Shares Held
2K
Value
$281.27K

McDonald's Corporation
MCD
Shares Held
1K
Value
$454.52K

Meta Platforms, Inc.
META
Shares Held
1K
Value
$1.06M

CME Group Inc.
CME
Shares Held
1K
Value
$383.94K

Philip Morris International Inc.
PM
Shares Held
1K
Value
$205.25K

The Home Depot, Inc.
HD
Shares Held
1K
Value
$479.06K
