WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Q4 2024 13F Holdings
- Locationsouh bend, IN
- Num holdings
150
- Value ($000)
$330,931
- Date Filed01/29/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $22.51M | 7 % | 89,890 | ||
LLY ELI LILLY & CO | COM | 532457108 | $18.98M | 6 % | 24,588 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.80M | 5 % | 37,495 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $13.44M | 4 % | 70,594 | ||
JPM J P MORGAN CHASE & CO | COM | 46625H100 | $10.66M | 3 % | 44,459 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $10.49M | 3 % | 23,144 | ||
WMT WALMART INC | COM | 931142103 | $7.88M | 2 % | 87,221 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.27M | 2 % | 37,115 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.19M | 2 % | 316,792 | ||
VT VANGUARD INTL EQUITY INDEX | TT WRLD ST ETF | 922042742 | $6.51M | 2 % | 55,402 |
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