WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsouh bend, IN
- CIK0000752365
- Alternate namesWALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
150 | $330.93M | AAPL, LLY, MSFT, GOOG | 13F-HR | Jan 29, 2025 | 000075236525000001 | ||
150 | $329.18M | LLY, AAPL, MSFT, GOOG | 13F-HR | Oct 25, 2024 | 000075236524000004 | ||
146 | $314.09M | LLY, AAPL, MSFT, GOOG | 13F-HR | Jul 15, 2024 | 000075236524000003 | ||
141 | $305.21M | LLY, AAPL, MSFT, GOOG | 13F-HR | Apr 30, 2024 | 000075236524000002 | ||
142 | $279.56M | AAPL, LLY, MSFT, GOOG | 13F-HR | Jan 25, 2024 | 000075236524000001 | ||
139 | $256.56M | AAPL, LLY, MSFT, GOOG | 13F-HR | Oct 20, 2023 | 000075236523000004 | ||
144 | $272.16M | AAPL, MSFT, LLY, BRK.B | 13F-HR | Jul 28, 2023 | 000075236523000003 | ||
141 | $263.39M | AAPL, MSFT, LLY, BRK.B | 13F-HR | Apr 26, 2023 | 000075236523000002 | ||
147 | $254.51M | AAPL, LLY, MSFT, BRK.B | 13F-HR | Jan 30, 2023 | 000075236523000001 | ||
139 | $235.81M | AAPL, MSFT, LLY, GOOG | 13F-HR | Oct 21, 2022 | 000075236522000005 | ||
141 | $252.96M | AAPL, MSFT, LLY, GOOG | 13F-HR | Jul 20, 2022 | 000075236522000004 | ||
145 | $294.67M | AAPL, MSFT, GOOG, BRK.B | 13F-HR | Apr 29, 2022 | 000075236522000003 | ||
147 | $307.78M | AAPL, MSFT, GOOG, LLY | 13F-HR | Jan 24, 2022 | 000075236522000001 | ||
151 | $294.69M | AAPL, MSFT, GOOG, JPM | 13F-HR | Oct 18, 2021 | 000075236521000004 | ||
142 | $290.00M | AAPL, MSFT, GOOG, JPM | 13F-HR | Jul 13, 2021 | 000075236521000003 | ||
142 | $282.52M | AAPL, MSFT, JPM, GOOG | 13F-HR | Apr 30, 2021 | 000075236521000002 | ||
146 | $276.33M | AAPL, MSFT, JNJ, JPM | 13F-HR | Jan 28, 2021 | 000075236521000001 | ||
140 | $252.31M | AAPL, MSFT, JNJ, PG | 13F-HR | Oct 27, 2020 | 000075236520000004 | ||
144 | $246.57M | AAPL, MSFT, 1848782D, JNJ | 13F-HR | Jul 16, 2020 | 000075236520000003 | ||
109 | $251.93M | DHR, BRK.B, AAPL, AMZN | 13F-HR | Apr 14, 2020 | 000075236520000002 | ||
152 | $259.88M | AAPL, MSFT, JPM, 1848782D | 13F-HR | Jan 29, 2020 | 000075236520000001 | ||
156 | $263.56M | MSFT, AAPL, JPM, 1848782D | 13F-HR | Oct 28, 2019 | 000075236519000004 | ||
147 | $227.11M | MSFT, AAPL, JPM, JNJ | 13F-HR | Aug 1, 2019 | 000075236519000003 | ||
155 | $227.19M | MSFT, AAPL, JNJ, JPM | 13F-HR | May 8, 2019 | 000075236519000002 | ||
155 | $222.18M | AMGN, MSFT, AAPL, JNJ | 13F-HR | Feb 1, 2019 | 000075236519000001 | ||
167 | $334.04M | NUV, MSFT, XOM, AAPL | 13F-HR | Oct 29, 2018 | 000075236518000004 | ||
173 | $232.51M | XOM, MSFT, AAPL, JPM | 13F-HR | Aug 9, 2018 | 000075236518000003 | ||
176 | $231.29M | XOM, MSFT, JPM, AAPL | 13F-HR | May 4, 2018 | 000075236518000002 | ||
180 | $238.04M | XOM, MSFT, JPM, JNJ | 13F-HR | Jan 23, 2018 | 000075236518000001 | ||
166 | $216.67M | XOM, JNJ, MSFT, JPM | 13F-HR | Nov 8, 2017 | 000075236517000004 | ||
156 | $199.13M | XOM, JNJ, GE, MSFT | 13F-HR | Aug 2, 2017 | 000075236517000003 | ||
143 | $192.83M | XOM, GE, JNJ, MSFT | 13F-HR | May 5, 2017 | 000075236517000002 | ||
142 | $188.04M | XOM, GE, MSFT, JNJ | 13F-HR | Feb 2, 2017 | 000075236517000001 | ||
139 | $181.22M | XOM, JNJ, GE, MSFT | 13F-HR | Nov 3, 2016 | 000075236516000012 | ||
139 | $179.49M | XOM, JNJ, GE, PG | 13F-HR | Aug 15, 2016 | 000075236516000009 | ||
136 | $174.45M | XOM, GE, JNJ, MSFT | 13F-HR | May 11, 2016 | 000075236516000008 | ||
138 | $171.61M | GE, XOM, JNJ, MSFT | RESTATEMENT | Feb 16, 2016 | 000075236516000007 | ||
136 | $161.81M | XOM, JNJ, GE, JPM | 13F-HR | Nov 13, 2015 | 000075236515000005 | ||
140 | $172.30M | XOM, GE, JNJ, JPM | 13F-HR | Aug 14, 2015 | 000075236515000004 | ||
140 | $176.65M | XOM, JNJ, GE, KMI | 13F-HR | May 12, 2015 | 000075236515000003 | ||
140 | $175.75M | XOM, JNJ, GE, JPM | 13F-HR | Feb 11, 2015 | 000075236515000001 | ||
144 | $170.57M | XOM, JNJ, GE, MSFT | 13F-HR | Nov 5, 2014 | 000075236514000007 | ||
149 | $191.34M | XOM, JNJ, GE, JPM | 13F-HR | Aug 12, 2014 | 000075236514000006 | ||
142 | $182.28M | XOM, JNJ, GE, JPM | 13F-HR | May 8, 2014 | 000075236514000004 |