test

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
IWDIshares Russell 1000 Value - Etf
Recent Activity
Decreased -1.3%
0.74%
$1.963M
10,345 shares@ $189.8 avg price
HPQHp Inc.
Recent Activity
Decreased -2.94%
0.64%
$1.703M
47,482 shares@ $35.88 avg price
EUSAIshares Msci Usa Equal Weight
Recent Activity
Decreased -3.72%
0.57%
$1.495M
15,620 shares@ $95.74 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -2.61%
0.49%
$1.298M
7,494 shares@ $173.21 avg price
GOOGAlphabet C
Recent Activity
Decreased -30.59%
0.37%
$958,954
5,736 shares@ $167.19 avg price
IJHIshares S&p Mid-cap - Etf
Recent Activity
Decreased -0.66%
0.3%
$776,251
12,456 shares@ $62.32 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -1.82%
0.18%
$458,645
5,484 shares@ $83.64 avg price
IVWIshares S&p 500 Growth - Etf
Recent Activity
Decreased -0.99%
0.17%
$447,702
4,676 shares@ $95.75 avg price
VOEVanguard Mid-cap Value
Recent Activity
Decreased -0.07%
0.17%
$433,889
2,588 shares@ $167.66 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -20.57%
0.16%
$410,337
3,501 shares@ $117.21 avg price