• 13F History

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$269M
Signature - Title
Howard Klieger - Chief Executive Offier
Location
Winnetka, IL
Summary
This page shows a list of all the recent 13F filings made by WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC reported 131 stock holdings with total value $269M as of Q4 2024. Top holdings included CAPE, USMV, AAPL, SCHD, and RSPH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 131 $269M +$23.1M -$12.1M +$11M CAPE, USMV, AAPL, SCHD, RSPH 13F-HR 2/12/2025, 01:36 PM
Q3 2024 132 $266M +$17.3M -$11.7M +$5.57M CAPE, USMV, AAPL, SCHD, RSPH 13F-HR 11/14/2024, 11:57 AM
Q2 2024 124 $245M +$20.9M -$19.9M +$956K CAPE, USMV, AAPL, SCHD, RSPH 13F-HR 8/12/2024, 01:01 PM
Q1 2024 119 $244M +$19.8M -$4.89M +$15M CAPE, USMV, SCHD, EUSA, RSPH 13F-HR 5/13/2024, 08:09 PM
Q4 2023 105 $214M +$5.85M -$9.26M -$3.41M CAPE, USMV, SCHD, EUSA, AAPL 13F-HR 2/13/2024, 09:34 AM
Q3 2023 104 $200M +$18.5M -$5.32M +$13.2M CAPE, USMV, SCHD, EUSA, AAPL 13F-HR 11/14/2023, 08:40 AM
Q2 2023 100 $206M +$14.5M -$4.61M +$9.9M CAPE, SCHD, USMV, AAPL, EUSA 13F-HR 8/11/2023, 02:48 PM
Q1 2023 87 $191M +$59.6M -$1.14M +$58.4M CAPE, SCHD, USMV, LMT, AAPL 13F-HR 5/12/2023, 02:10 PM
Q4 2022 53 $147M +$31.2M -$16M +$15.1M SCHD, USMV, IWL, LMT, GILD 13F-HR 2/13/2023, 06:52 PM
Q3 2022 77 $143M +$20.5M -$1.53M +$19M SCHD, AAPL, LMT, IWF, HII 13F-HR 11/1/2022, 07:54 AM
Q2 2022 76 $145M +$8.85M -$4.48M +$4.37M SCHD, LMT, AAPL, IWF, HII 13F-HR 8/9/2022, 12:25 PM
Q1 2022 90 $168M +$26.1M -$15.2M +$10.9M SCHD, VYM, AAPL, IWF, LMT 13F-HR 5/13/2022, 08:59 AM
Q4 2021 97 $172M +$12.5M -$4.39M +$8.1M IWF, AAPL, ABBV, CSCO, VYM 13F-HR 2/10/2022, 03:52 PM
Q3 2021 317 $162M +$14.6M -$3.64M +$11M IWF, AAPL, VYM, CSCO, ABBV 13F-HR 11/15/2021, 02:17 PM
Q2 2021 306 $154M +$2.4M -$364K +$2.03M IWF, VYM, AAPL, CCI, ABBV 13F-HR 8/16/2021, 01:37 PM
Q1 2021 299 $144M +$3.6M -$1.6M +$2M IWF, VYM, ABBV, CSCO, AAPL 13F-HR 5/17/2021, 10:26 AM
Q4 2020 294 $132M +$1.77M -$5.53M -$3.76M IWF, VYM, AAPL, ABBV, CCI 13F-HR 2/19/2021, 06:33 AM
Q3 2020 308 $123M +$11.9M -$6.25M +$5.64M IWF, VYM, CCI, AAPL, LMT 13F-HR 11/13/2020, 02:29 PM
Q2 2020 299 $119M +$8.75M -$11.4M -$2.7M IWF, CCI, ABBV, CSCO, VYM 13F-HR 8/18/2020, 11:38 AM
Q1 2020 293 $109M +$12.3M -$10.9M +$1.4M DLR, CCI, VYM, IWF, LMT 13F-HR 5/15/2020, 03:49 PM
Q4 2019 261 $138M VYM, IWF, LMT, MRK, CSCO 13F-HR 5/15/2020, 03:45 PM