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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
AMZNAmazon
Recent Activity
Increased 0.38%
0.95%
$2.516M
13,501 shares@ $186.34 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
IWDIshares Russell 1000 Value - Etf
Recent Activity
Decreased -1.3%
0.74%
$1.963M
10,345 shares@ $189.8 avg price
JPMJpmorgan Chase
Recent Activity
Increased 70.61%
0.66%
$1.757M
8,334 shares@ $210.87 avg price
HPQHp Inc.
Recent Activity
Decreased -2.94%
0.64%
$1.703M
47,482 shares@ $35.88 avg price
FXYInvesco Currencyshares Japanese Yen Trust
Recent Activity
Increased 11.63%
0.6%
$1.591M
24,750 shares@ $64.3 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
VVisa Inc Com Cl A
Recent Activity
Increased 0.91%
0.47%
$1.25M
4,547 shares@ $274.93 avg price