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  Name: WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC
  City: WINNETKA
  State: IL
  Zip: 60093
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $243,657,000
  Total Value Change : $28,556,000
  Securities Held Change : 13
   
All Securities Held : 119
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 52
  Unchanged Positions : 22
  Decreased Positions : 29

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (G)1 Year Chart         G Genpact Ltd 23 New $32.35 $3,576,000 108,541 1.47% 3,576,000 108,541 0.057    Management Services
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 57 New $0.00 $485,000 7,671 0.2% 485,000 7,671 0.001    N/A
   (EXAS)1 Year Chart         EXAS Exact Sciences Corp 67 New $44.82 $411,000 5,950 0.17% 411,000 5,950 0.003    Biotechnology
   (AMGP)1 Year Chart         AMGP Antero Midstream GP LP 95 New $14.41 $236,000 16,775 0.1% 236,000 16,775 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 98 New $153.03 $222,000 1,255 0.09% 222,000 1,255 0.014    Discount, Variety Stores
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 100 New $4.60 $221,000 4,650 0.09% 221,000 4,650 0.003    Closed - End Fund - Debt
   (ALL)1 Year Chart         ALL Allstate Corp 107 New $164.12 $209,000 1,208 0.09% 209,000 1,208 0    Property & Casualty I...
   (GE)1 Year Chart         GE General Electric Co 109 New $161.46 $205,000 1,166 0.08% 205,000 1,166 0    Conglomerates
   (CET)1 Year Chart         CET Central Securities Corp 111 New $43.13 $204,000 4,875 0.08% 204,000 4,875 0    Closed - End Fund - E...
   (UTG)1 Year Chart         UTG Reaves Utility Income Fund 110 New $28.16 $204,000 7,570 0.08% 204,000 7,570 0.037    Closed - End Fund - E...
   (BAC.PL)1 Year Chart         BAC.PL Bank of America Corporation... 113 New $1,183.95 $203,000 170 0.08% 203,000 170 0    N/A
   (HIO)1 Year Chart         HIO Western Asset High Income O... 114 New $3.79 $199,000 50,985 0.08% 199,000 50,985 0.039    Closed - End Fund - Debt
   (PDT)1 Year Chart         PDT Hancock John Patriot Premiu... 115 New $11.56 $154,000 13,261 0.06% 154,000 13,261 0.027    Closed - End Fund - Debt
   (NRO)1 Year Chart         NRO Neuberger Berman Real Estat... 116 New $3.26 $109,000 32,700 0.04% 109,000 32,700 0.069    Closed - End Fund - Debt
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 117 New $6.36 $105,000 17,650 0.04% 105,000 17,650 0.02    N/A
      15 Records Found
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