WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Q1 2025 13F Holdings

  • Location
    souh bend, IN
  • Num holdings

    149

  • Value ($000)

    $332,043

  • Date Filed
    04/21/2025
  • Form type
    13F-HR
  • CIK
    0000752365
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
LLY
LLY

ELI LILLY & CO

COM
532457108
$20.32M
6 %

24,603

AAPL
AAPL

APPLE INC

COM
037833100
$20.09M
6 %

90,441

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$14.38M
4 %

38,300

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$12.43M
4 %

23,330

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$11.02M
3 %

70,568

JPM
JPM

J P MORGAN CHASE & CO

COM
46625H100
$10.93M
3 %

44,557

WMT
WMT

WALMART INC

COM
931142103
$7.70M
2 %

87,756

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$7.47M
2 %

38,506

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$7.19M
2 %

9

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$7.05M
2 %

42,517

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 149