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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
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
Decreased -0.89%
0.15%
$387,837
24,164 shares@ $16.06 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -28.8%
0.13%
$324,543
566 shares@ $573.4 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Decreased -20.28%
0.12%
$303,011
621 shares@ $487.95 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -39.88%
0.1%
$261,073
1,611 shares@ $162.06 avg price