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Howard Klieger

@Walled Lake Planning & Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$266.267MTotal holdings132
Assets growth rate8.75%Assets growth rate (2-Q avg)4.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Walled Lake Planning & Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Walled Lake Planning & Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 266.267M in assets, with a quarterly growth rate of 8.75% and a 2-quarter average growth rate of 4.62%. The portfolio is managed by Howard Klieger, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple
Recent Activity
Decreased -0.23%
4.35%
$11.557M
49,602 shares@ $233.0 avg price
IWFIshares Russell 1000 Growth
Recent Activity
Decreased -1.26%
3.46%
$9.206M
24,525 shares@ $375.39 avg price
RSPTInvesco S&p 500 Equal Weight Technology
Recent Activity
Decreased -0.28%
2.99%
$7.942M
210,654 shares@ $37.7 avg price
HLIHoulihan Lokey
Recent Activity
Decreased -0.38%
2.68%
$7.115M
45,025 shares@ $158.02 avg price
JNPRJuniper Networks
Recent Activity
Decreased -0.45%
2.42%
$6.426M
164,848 shares@ $38.99 avg price
NVSNovartis
Recent Activity
Decreased -0.18%
2.24%
$5.957M
51,795 shares@ $115.02 avg price
MRKMerck & Co
Recent Activity
Decreased -3.06%
1.95%
$5.189M
45,698 shares@ $113.56 avg price
ACNAccenture
Recent Activity
Decreased -0.06%
1.53%
$4.061M
11,488 shares@ $353.48 avg price
IWYIshares Russell Top 200 Growth
Recent Activity
Decreased -2.71%
0.89%
$2.346M
10,661 shares@ $220.05 avg price
OEFIshares S&p 100
Recent Activity
Decreased -0.04%
0.74%
$1.968M
7,112 shares@ $276.75 avg price