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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
RSPInvesco S&p 500 Equal Weight
Recent Activity
New Position
3.55%
$9.446M
52,724 shares@ $179.16 avg price
CSXCsx Corp Com
Recent Activity
New Position
0.34%
$886,627
25,677 shares@ $34.54 avg price
PEGPublic Svc Enterprise Grp Inc Com
Recent Activity
New Position
0.22%
$567,894
6,366 shares@ $89.21 avg price
EDConsolidated Edison Inc Com
Recent Activity
New Position
0.18%
$461,329
4,430 shares@ $104.14 avg price
CMCSAComcast
Recent Activity
New Position
0.14%
$355,509
8,511 shares@ $41.78 avg price
MFICMidcap Financial Invstmnt Corp Com New
Recent Activity
New Position
0.12%
$298,209
22,271 shares@ $13.4 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
New Position
0.1%
$247,231
6,646 shares@ $37.2 avg price
BXBlackstone Inc Com
Recent Activity
New Position
0.09%
$231,307
1,511 shares@ $153.09 avg price
ARESAres Management Corporation Cl A Com Stk
Recent Activity
New Position
0.09%
$227,119
1,457 shares@ $155.89 avg price
GEGeneral Electric
Recent Activity
New Position
0.09%
$215,183
1,141 shares@ $188.6 avg price