Chief Compliance Officer

0001104659-21-025519.txt : 20210219 0001104659-21-025519.hdr.sgml : 20210219 20210219073310 ACCESSION NUMBER: 0001104659-21-025519 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210219 DATE AS OF CHANGE: 20210219 EFFECTIVENESS DATE: 20210219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001812177 IRS NUMBER: 832404110 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20278 FILM NUMBER: 21652031 BUSINESS ADDRESS: STREET 1: 560 GREEN BAY RD STREET 2: SUITE 301 CITY: WINNETKA STATE: IL ZIP: 60093 BUSINESS PHONE: 971-371-3450 MAIL ADDRESS: STREET 1: 560 GREEN BAY RD STREET 2: SUITE 301 CITY: WINNETKA STATE: IL ZIP: 60093 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001812177 XXXXXXXX 12-31-2020 12-31-2020 false WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

560 GREEN BAY RD SUITE 301 WINNETKA IL 60093

13F HOLDINGS REPORT 028-20278 N Joseph McDermott Chief Compliance Officer 917-715-6296 Joseph McDermott Winnetka IL 02-16-2021 0 352 131646 false INFORMATION TABLE 2 a21-6656_2informationtable.xml INFORMATION TABLE Amazon Stock 023135106 1469 451 SH SOLE 451 0 0 Hewlett Packard Enterprise Stock 42824C109 333 28061 SH SOLE 28061 0 0 Ulta Beauty Stock 90384S303 7 26 SH SOLE 26 0 0 BOULDER GROWTH & INCOME FD INC COM CEF 101507101 0 40 SH SOLE 39 0 0 INVESCO QQQ TRUST ETF 46090E103 60 190 SH SOLE 189 0 0 STARBUCKS CORP COM Stock 855244109 271 2530 SH SOLE 2529 0 0 XPO LOGISTICS INC COM Stock 983793100 5 38 SH SOLE 38 0 0 EBAY INC. COM Stock 278642103 42 827 SH SOLE 827 0 0 IONIS PHARMACEUTICALS INC COM Stock 462222100 107 1900 SH SOLE 1900 0 0 VULCAN MATLS CO COM Stock 929160109 4 25 SH SOLE 25 0 0 JOHNSON & JOHNSON COM Stock 478160104 336 2133 SH SOLE 2133 0 0 ABB LTD SPONSORED ADR ADR 000375204 29 1055 SH SOLE 1054 0 0 THOMSON REUTERS CORP. 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