WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q2 2025 13F Holdings
- Locationsouh bend, IN
- Num holdings
152
- Value ($000)
$344,149
- Date Filed08/11/2025
- Form type13F-HR
- CIK0000752365
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $19.55M | 6 % | 39,300 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $18.63M | 5 % | 90,805 | ||
LLY ELI LILLY & CO COM | STOCK | 532457108 | $17.38M | 5 % | 22,294 | ||
JPM JPMORGAN CHASE & CO. COM | STOCK | 46625H100 | $12.52M | 4 % | 43,172 | ||
GOOG ALPHABET INC CAP STK CL C | STOCK | 02079K107 | $12.49M | 4 % | 70,392 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $11.64M | 3 % | 23,966 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $8.78M | 3 % | 28,875 | ||
WMT WALMART INC COM | STOCK | 931142103 | $8.68M | 3 % | 88,796 | ||
VIG VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 | $7.94M | 2 % | 38,799 | ||
SCHB SCHWAB U.S. BROAD MARKET ETF | ETF | 808524102 | $7.57M | 2 % | 317,485 |
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