WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
CIK: 0000752365SEC EDGAR →
Portfolio Value
$373.1B
Holdings
155
As of
Q4 2025
New Positions
8
Closed Positions
7
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 89,630 | $24.4B | 6.53% |
| 2 | ELI LILLY & CO | 21,651 | $23.3B | 6.24% |
| 3 | MICROSOFT CORP | 38,164 | $18.5B | 4.95% |
| 4 | ALPHABET INC | 57,682 | $18.1B | 4.85% |
| 5 | JPMORGAN CHASE & CO. | 39,003 | $12.6B | 3.37% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 24,520 | $12.3B | 3.30% |
| 7 | VANGUARD INDEX FDS | 35,754 | $12.0B | 3.21% |
| 8 | ALPHABET INC | 30,629 | $9.6B | 2.57% |
| 9 | VANGUARD SPECIALIZED FUNDS | 43,504 | $9.6B | 2.56% |
| 10 | WALMART INC | 83,534 | $9.3B | 2.49% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $138.1B | 37.0% |
| Technology | 24 | $75.7B | 20.3% |
| Healthcare | 15 | $49.8B | 13.3% |
| Communication Services | 7 | $31.8B | 8.5% |
| Consumer Defensive | 7 | $21.4B | 5.7% |
| Unknown | 5 | $20.3B | 5.4% |
| Industrials | 16 | $15.6B | 4.2% |
| Consumer Cyclical | 6 | $10.5B | 2.8% |
| Energy | 4 | $5.0B | 1.3% |
| Utilities | 4 | $4.1B | 1.1% |
| Real Estate | 1 | $388.0M | 0.1% |
| Basic Materials | 1 | $344.0M | 0.1% |