News + Filings Holdings
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WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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FLOWERS FOODS INC
| FLO | Common | 174,647 | 174,647 | 4,345,221,000 | 4,345,221,000 | 2.11 | 0.08 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 1,228 | 1,228 | 381,590,000 | 381,590,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
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Broadcom Ltd
| AVGO | COM | 346 | 346 | 299,911,000 | 299,911,000 | 0.15 | |
Hist
| 06/30/2023 |
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UPDIKE LAWRENCE A
| PDI | COM | 13,741 | 13,741 | 257,637,000 | 257,637,000 | 0.13 | |
Hist
| 06/30/2023 |
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ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 9,631 | 9,631 | 253,777,000 | 253,777,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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DELPHI FINANCIAL GROUP, INC.
| DFP | SHS | 14,375 | 14,375 | 250,413,000 | 250,413,000 | 0.12 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 2,044 | 2,044 | 243,369,000 | 243,369,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SLYG | Common | 3,121 | 3,121 | 240,163,000 | 240,163,000 | 0.12 | |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 499 | 499 | 233,917,000 | 233,917,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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Trade Desk, Inc.
| TTD | Common | 2,990 | 2,990 | 230,888,000 | 230,888,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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Blackstone/GSO Strategic Credit Fund
| BGB | Common | 19,075 | 19,075 | 208,490,000 | 208,490,000 | 0.10 | |
Hist
| 06/30/2023 |
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PROSHARES TRUST
| QLD | ULTRA QQQ PSHS | 3,200 | 3,200 | 206,016,000 | 206,016,000 | 0.10 | |
Hist
| 06/30/2023 |
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Apollo Tactical Income Fund Inc.
| AIF | Common | 16,130 | 16,130 | 204,690,000 | 204,690,000 | 0.10 | |
Hist
| 06/30/2023 |
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Energy Transfer LP
| ET | Common | 15,976 | 15,976 | 202,895,000 | 202,895,000 | 0.10 | |
Hist
| 06/30/2023 |
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NEW AMERICA HIGH INCOME FUND INC
| HYB | Common | 30,175 | 30,175 | 200,664,000 | 200,664,000 | 0.10 | |
Hist
| 06/30/2023 |
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ARBOR REALTY TRUST INC
| ABR | Common | 13,100 | 13,100 | 194,142,000 | 194,142,000 | 0.09 | |
Hist
| 06/30/2023 |
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Nuveen Core Plus Impact Fund
| NPCT | Common | 19,450 | 19,450 | 193,917,000 | 193,917,000 | 0.09 | |
Hist
| 06/30/2023 |
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MyMD Pharmaceuticals, Inc.
| MYMD | COM | 14,000 | 14,000 | 21,000,000 | 21,000,000 | 0.01 | 0.04 |
Hist
| 06/30/2023 |
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