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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
GILDGilead Sciences
Recent Activity
Increased 0.68%
2.66%
$7.065M
84,270 shares@ $83.84 avg price
VYMVanguard High Dividend Etf
Recent Activity
Increased 0.54%
2.65%
$7.055M
55,032 shares@ $128.21 avg price
HIIHuntington Ingalls
Recent Activity
Increased 0.28%
2.52%
$6.69M
25,304 shares@ $264.39 avg price
CSCOCisco
Recent Activity
Increased 1.2%
2.47%
$6.57M
123,453 shares@ $53.22 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
MOAltria Group
Recent Activity
Increased 1.45%
2.17%
$5.761M
112,880 shares@ $51.04 avg price
MRKMerck & Co
Recent Activity
Decreased -3.06%
1.95%
$5.189M
45,698 shares@ $113.56 avg price
CTSHCognizant Technology Solutions Corp
Recent Activity
Increased 0.48%
1.66%
$4.409M
57,122 shares@ $77.19 avg price
GGenpact
Recent Activity
Increased 0.52%
1.58%
$4.188M
106,809 shares@ $39.22 avg price