Fund HoldingsWALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Total Portfolio Value
$305.21M
Total Bought
$22.33M
Total Sold
$21.69M
Net Transaction
+$643.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
LILLY ELI & CO(LLY)26,57925,889-69015,49320,1416.60%+4,647
SCHWAB STRATEGIC TR21,79142,822+21,0311,6593,4531.13%+1,794
NVIDIA CORPORATION(NVDA)1,9573,056+1,0999692,7610.90%+1,792
MICROSOFT CORP(MSFT)38,51738,114-40314,48416,0365.25%+1,552
GENERAL DYNAMICS CORP(GD)9376,233+5,2962431,7610.58%+1,517
BERKSHIRE HATHAWAY INC DEL23,35823,338-208,3319,8143.22%+1,483
VANGUARD SPECIALIZED FUNDS22,16328,667+6,5043,7775,2351.72%+1,458
J P MORGAN CHASE & CO(JPM)46,63345,984-6497,9329,2113.02%+1,278
DISNEY WALT CO(DIS)29,77930,479+7002,6893,7291.22%+1,041
COINBASE GLOBAL INC(COIN)16,12614,074-2,0522,8053,7311.22%+927
BERKSHIRE HATHAWAY INC DEL9904,8845,7101.87%+826
ADVANCED MICRO DEVICES INC(AMD)04,355+4,35507860.26%+786
VANGUARD WHITEHALL FDS39,25742,356+3,0994,3825,1251.68%+742
MERCK & CO. INC(MRK)34,89533,763-1,1323,8044,4551.46%+651
VANGUARD INTL EQUITY INDEX69,77570,677+9027,1787,8102.56%+631
PROCTER AND GAMBLE CO(PG)43,06542,654-4116,3116,9212.27%+610
WALMART INC(WMT)086,644+86,64405,2131.71%+5,213
BLACKSTONE SECD LENDING FD(BXSL)28,89644,120+15,2247991,3740.45%+576
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
4,49012,729+8,2392687940.26%+526
ABBVIE INC(ABBV)28,68127,282-1,3994,4454,9681.63%+523
DICKS SPORTING GOODS INC(DKS)11,0009,500-1,5001,6162,1360.70%+520
VISA INC(V)15,81416,599+7854,1174,6321.52%+515
SCHWAB STRATEGIC TR91,48991,759+2705,0935,6021.84%+509
RTX CORP(RTX)33,29933,876+5772,8023,3041.08%+502
MEDTRONIC PLC(MDT)037,367+37,36703,2571.07%+3,257
ALPHABET INC(GOOG)75,40372,758-2,64510,62711,0783.63%+452
EXXON MOBIL CORP026,431+26,43103,0721.01%+3,072
VANGUARD INDEX FDS1,3702,075+7055999970.33%+399
ALPHABET INC(GOOG)34,78534,805+204,8595,2531.72%+394
AMAZON COM INC(AMZN)11,02811,416+3881,6762,0590.67%+384
AMERICAN EXPRESS CO(AXP)8,5828,58201,6081,9540.64%+346
ORACLE CORP(ORCL)014,676+14,67601,8430.60%+1,843
META PLATFORMS INC(META)2,3952,428+338481,1790.39%+331
CHEVRON CORP NEW(CVX)08,381+8,38101,3220.43%+1,322
PIMCO ETF TR
MULTISECTOR BD
011,027+11,02702840.09%+284
HOME DEPOT INC(HD)10,86210,432-4303,7644,0021.31%+238
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
07,707+7,70702330.08%+233
KKR & CO INC(KKR)14,62614,326-3001,2121,4410.47%+229
BANK OF AMERICA CORP05,950+5,95002260.07%+226
CSW INDUSTRIALS INC(CSW)8,0008,00001,6591,8770.61%+218
PEPSICO INC(PEP)17,15717,888+7312,9143,1311.03%+217
INTUITIVE SURGICAL INC0543+54302170.07%+217
NORTHRUP GUMMEN CORP(NOC)0444+44402120.07%+212
J P MORGAN EXCHNG TRADED FD
EQUITY PREMIUM
35,03036,846+1,8161,9262,1320.70%+206
PIMCO ETF TR
ENHAN SHRT MA AC
02,000+2,00002010.07%+201
ISHARES TR
CORE DIVID ETF
04,500+4,50002000.07%+200
NORTHERN TR CORP(NTRS)41,18641,284+983,4753,6711.20%+196
VANGUARD INDEX FDS2,3823,011+6295086880.23%+180
XPO INC(XPO)5,1375,13704506270.21%+177
ISHARES TR1,3831,589+2066618360.27%+175
COSTCO WHSL CORP NEW(COST)2,3972,39701,5821,7560.58%+174
CATERPILLAR INC DEL(CAT)1,7601,810+505206630.22%+143
ILLINOIS TOOL WKS INC(ITW)7,6147,949+3351,9942,1330.70%+138
VANGUARD WHITEHALL FDS44,66845,178+5102,9703,1081.02%+138
WASTE MGMT INC DEL(WM)3,1253,245+1205606920.23%+132
LOCKHEED MARTIN CORP(LMT)1,3451,625+2806107390.24%+130
WELLS FARGO CO NEW(WFC)28,82326,623-2,2001,4191,5430.51%+124
VANGUARD INDEX FDS9,4868,914-5722,9493,0681.01%+119
MASTERCARD INC(MA)2,1222,123+19051,0220.33%+117
NEXTERA ENERGY INC(NEE)20,90921,457+5481,2701,3710.45%+101
VEEVA SYS INC CL A(VEEV)02,422+2,42205610.18%+561
DIGITAL RLTY TR INC(DLR)9,9529,955+31,3391,4340.47%+95
BRISTOL MYERS SQUIBB CO(BMY)010,206+10,20605530.18%+553
DANAHER CORPORATION(DHR)04,663+4,66301,1640.38%+1,164
VANGUARD INDEX FDS7,1396,952-1871,7261,8120.59%+87
3M CO(MMM)6,1617,135+9746747570.25%+83
COCA COLA CO(KO)40,97640,816-1602,4152,4970.82%+82
ALLSTATE CORP(ALL)2,4812,450-313474240.14%+77
SCHWAB STRATEGIC TR34,98334,98301,2931,3650.45%+72
SPDR SER TR
ST STR SP500DIV
6,9228,422+1,5002713430.11%+72
FIFTH THIRD BANCORP(FITB)29,10728,807-3001,0041,0720.35%+68
ENTERPRISE PRODS PARTNERS LP(EPD)022,048+22,04806430.21%+643
ONEOK INC NEW(OKE)4,3984,597+1993093690.12%+60
TEXAS INSTRS INC(TXN)15,12515,12502,5782,6350.86%+57
AMPHENOL CORP NEW3,3363,33603313850.13%+54
SCHWAB CHARLES CORP(SCHW)13,85813,890+329531,0050.33%+51
ABBOTT LABS9,8249,874+501,0811,1220.37%+41
THERMO FISHER SCIENTIFIC INC(TMO)0787+78704570.15%+457
BROOKFIELD ASSET MGMT INC(BN)23,05023,05009259650.32%+40
MARSH & MCLENNAN COS INC(MRSH)02,431+2,43105010.16%+501
JOHNSON & JOHNSON(JNJ)45,10044,931-1697,0697,1082.33%+39
BROADCOM INC(AVGO)18018002012390.08%+38
VANGUARD WHITEHALL FDS14,00014,00001,1111,1410.37%+31
SIMON PPTY GRP INC NEW(SPG)2,1782,17803113410.11%+30
BLACKROCK INC(BLK)421446+253423720.12%+30
VANGUARD INDEX FDS18,09316,780-1,3132,7052,7330.90%+28
INTERCONTINENTAL EXCHANGE(ICE)2,9312,93103764030.13%+26
SPDR S&P 500 ETF TR(SPY)44844802132340.08%+22
MOODYS CORP(MCO)1,7241,757+336736910.23%+17
SOUTHERN CO(SO)9,1779,189+126436590.22%+16
SPDR SERIES TR
ST STR SP DIV
02,128+2,12802790.09%+279
ALTRIA GROUP INC(MO)014,957+14,95706520.21%+652
VANGUARD INDEX FDS903875-282142270.07%+13
ARES CAPITAL CORP(ARCC)015,000+15,00003120.10%+312
TE CONNECTIVITY LTD(TEL)1,6991,69902392470.08%+8
BLACKSTONE GROUP INC(BX)11,47711,47701,5031,5080.49%+5
SCHWAB STRATEGIC TR08,622+8,62202180.07%+218
KINDER MORGAN INC DEL(KMI)031,411+31,41105760.19%+576
WESTERN ASSET MANAGED MUNS010,700+10,70001120.04%+112
NUVEEN AMT FREE QLTY MUN INC012,636+12,63601400.05%+140
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