Stock Taper

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Encompass Health CorporationEHC4.2K$424K
International Business Machines CorporationIBM4.25K$1.2M
Broadcom Inc.AVGO4.34K$1.64M
British American Tobacco p.l.c.BTI4.42K$272.98K
Central Securities Corp.CET4.88K$255.69K
Walmart Inc.WMT5.54K$627.69K
RLI Corp.RLI6K$354.52K
Mastercard IncorporatedMA6K$3.08M
The Procter & Gamble CompanyPG7.03K$1.03M
JPMorgan Chase & Co.JPM7.83K$2.56M
Microsoft CorporationMSFT7.93K$2.96M
Wells Fargo & CompanyWFC8.88K$734.01K
Alphabet Inc.GOOGL9.1K$3.25M
Accenture plcACN9.17K$1.14M
MPLX LpMPLX9.92K$559.04K
Enterprise Products Partners L.P.EPD10.37K$381.31K
Public StoragePSA10.55K$3.36M
Ross Stores, Inc.ROST11.07K$2.36M
AT&T Inc.T12.45K$257.8K
Lockheed Martin CorporationLMT12.51K$6.38M