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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 : 2023-12-31
  Total Value : $215,101,000
  Total Value Change : $15,449,000
  Securities Held Change : 3
   
All Securities Held : 106
  New Positions : 9
  Closed Positions : 7
  Increased Positions : 54
  Unchanged Positions : 15
  Decreased Positions : 28

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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged 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
   (GOOG)1 Year Chart         GOOG Alphabet Inc 25 - $171.93 $2,222,000 15,769 1.03% 143,000 0 0    Search Engines & Info...
   (SGRY)1 Year Chart         SGRY Surgery Partners, Inc. 47 - $26.96 $500,000 15,632 0.23% 43,000 0 0.012    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 51 - $61.89 $437,000 8,874 0.2% 74,000 0 0    Domestic Money Center...
   (CME)1 Year Chart         CME CME Group Inc 54 - $210.80 $408,000 1,938 0.19% 20,000 0 0.001    Business Services
   (RLI)1 Year Chart         RLI RLI Corp 58 - $145.65 $399,000 3,001 0.19% -9,000 0 0.007    Property & Casualty I...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 62 - $1,380.03 $386,000 346 0.18% 99,000 0 0    Semiconductor- Broad...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 73 - $410.24 $315,000 884 0.15% 5,000 0 0    Property & Casualty I...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 91 - $141.86 $226,000 1,678 0.11% 23,000 0 0.001    REIT - Diversified
   (BGB)1 Year Chart         BGB Blackstone / Gso Strategic ... 95 - $12.08 $216,000 19,075 0.1% 6,000 0 0.043    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 97 - $75.63 $214,000 2,225 0.1% 11,000 0 0    Specialty Eateries
   (HYB)1 Year Chart         HYB New America High Income Fun... 99 - $7.17 $212,000 30,175 0.1% 16,000 0 0    Closed - End Fund - Debt
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 98 - $86.18 $212,000 2,953 0.1% -19,000 0 0.132    N/A
   (PFN)1 Year Chart         PFN Pimco Floating Rate Strateg... 100 - $7.29 $200,000 27,700 0.09% 17,000 0 0.047    Closed - End Fund - E...
   (NPFD)1 Year Chart         NPFD Nuveen Variable Rate Prefer... 101 - $17.59 $191,000 11,767 0.09% 7,000 0 0.131    N/A
   (HYT)1 Year Chart         HYT Blackrock Corporate High Yi... 102 - $9.73 $105,000 11,170 0.05% 9,000 0 0.009    Closed - End Fund - E...
      15 Records Found
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