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

Total Portfolio Value
$272.16M
Total Bought
$5.18M
Total Sold
$23.74M
Net Transaction
-$18.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
LILLY ELI & CO(LLY)29,23828,253-98510,04113,2504.87%+3,209
APPLE INC(AAPL)97,87396,209-1,66416,13918,6626.86%+2,522
MICROSOFT CORP(MSFT)40,24039,009-1,23111,60113,2844.88%+1,683
ALPHABET INC(GOOG)78,30776,462-1,8458,1449,2503.40%+1,106
BERKSHIRE HATHAWAY INC DEL27,29427,227-678,4289,2843.41%+857
JPMORGAN CHASE & CO(JPM)57,56356,583-9807,5018,2293.02%+728
ALPHABET INC(GOOG)35,08534,935-1503,6394,1821.54%+542
VANGUARD SPECIALIZED FUNDS16,59518,672+2,0772,5563,0331.11%+477
BERKSHIRE HATHAWAY INC DEL9904,1904,6601.71%+470
BLACKSTONE SECD LENDING FD(BXSL)015,325+15,32504190.15%+419
JOHNSON & JOHNSON(JNJ)45,70744,983-7247,0857,4462.74%+361
AMAZON COM INC(AMZN)10,82811,275+4471,1181,4700.54%+351
SCHWAB STRATEGIC TR91,92091,390-5304,3984,7251.74%+327
MERCK & CO. INC(MRK)34,51534,51503,6723,9831.46%+311
XPO INC(XPO)05,137+5,13703030.11%+303
UNITY SOFTWARE INC(U)27,22927,251+228831,1830.43%+300
VANGUARD INDEX FDS9,4029,324-782,3452,6380.97%+293
ORACLE CORP(ORCL)14,86314,043-8201,3811,6720.61%+291
AMPHENOL CORP NEW03,336+3,33602830.10%+283
COMCAST CORP NEW(CCZ)96,64094,807-1,8333,6643,9391.45%+276
PALANTIR TECHNOLOGIES INC(PLTR)039,064+39,06405990.22%+599
TESLA INC(TSLA)0913+91302390.09%+239
VANGUARD WHITEHALL FDS33,05535,102+2,0473,4873,7231.37%+236
VISA INC COM(V)15,46515,610+1453,4873,7071.36%+220
CSW INDUSTRIALS INC(CSW)8,0008,00001,1111,3300.49%+218
NVIDIA CORPORATION(NVDA)01,512+1,51206400.24%+640
META PLATFORMS INC(META)2,3432,463+1204977070.26%+210
VANGUARD INDEX FDS0947+94702090.08%+209
WELLTOWER INC(WELL)02,520+2,52002040.07%+204
MEDTRONIC PLC(MDT)36,62335,765-8582,9533,1511.16%+198
HOME DEPOT INC(HD)10,89810,968+703,2163,4071.25%+191
ISHARES TR23,72126,304+2,5831,1961,3520.50%+157
HONEYWELL INTL INC(HON)7,0197,038+191,3411,4600.54%+119
VANGUARD INDEX FDS01,353+1,35305510.20%+551
COSTCO WHSL CORP NEW(COST)2,4952,497+21,2401,3440.49%+105
VANGUARD INDEX FDS18,10818,315+2072,5012,6030.96%+102
VANGUARD INTL EQUITY INDEX76,05173,264-2,7877,0047,1052.61%+102
INTERCONTINENTAL EXCHANGE IN(ICE)02,931+2,93103310.12%+331
BLACKSTONE GROUP INC(BX)11,77612,166+3901,0341,1310.42%+97
MCDONALDS CORP(MCD)4,9604,96001,3871,4800.54%+93
SCHWAB STRATEGIC TR16,64118,041+1,4001,2171,3100.48%+93
VANGUARD INDEX FDS7,2427,199-431,5671,6540.61%+87
MOODYS CORP(MCO)1,7241,72405285990.22%+72
GXO LOGISTICS INCORPORATED(GXO)05,396+5,39603390.12%+339
ABBOTT LABS9,9449,823-1211,0071,0710.39%+64
AMERICAN EXPRESS CO(AXP)8,7578,656-1011,4441,5080.55%+63
COINBASE GLOBAL INC(COIN)14,84814,84801,0031,0620.39%+59
NOVARTIS AG(NVS)6,2246,22405736280.23%+55
MASTERCARD INC(MA)2,1442,122-227798340.31%+55
MARSH & MCLENNAN COS INC(MRSH)02,431+2,43104570.17%+457
ILLINOIS TOOL WKS INC(ITW)7,6097,610+11,8521,9040.70%+51
KKR & CO INC(KKR)14,62614,62607688190.30%+51
ISHARES TR1,3831,38305696160.23%+48
UNITEDHEALTH GROUP INC(UNH)3,6183,648+301,7101,7530.64%+44
SCHWAB STRATEGIC TR33,93134,307+3761,1811,2230.45%+42
NEXTERA ENERGY INC(NEE)19,62820,954+1,3261,5131,5550.57%+42
CATERPILLAR INC DEL(CAT)01,814+1,81404460.16%+446
WASTE MGMT INC DEL(WM)2,8752,87504694990.18%+29
VEEVA SYS INC CL A(VEEV)02,418+2,41804780.18%+478
VANGUARD WHITEHALL FDS43,78643,361-4252,7132,7401.01%+28
COLGATE PALMOLIVE CO(CL)06,117+6,11704710.17%+471
VANGUARD WHITEHALL FDS13,30013,30009809990.37%+19
ISHARES TR
0-5 YR TIPS ETF
14,23014,650+4201,4121,4300.53%+18
AIR PRODS & CHEMS INC01,397+1,39704180.15%+418
ACCENTURE PLC IRELAND
SHS CLASS A
8,8788,278-6002,5372,5540.94%+17
TE CONNECTIVITY LTD(TEL)01,699+1,69902380.09%+238
ENTERPRISE PRODS PARTNERS LP(EPD)30,04830,04807787920.29%+14
LOCKHEED MARTIN CORP(LMT)1,1731,233+605555680.21%+13
MONDELEZ INTL INC(MDLZ)03,817+3,81702780.10%+278
INTERNATIONAL BUSINESS MACHS(IBM)4,4954,49505896010.22%+12
VANGUARD INDEX FDS2,5232,466-574784900.18%+12
RAYTHEON TECHNOLOGIES CORP(RTX)36,40736,518+1113,5653,5771.31%+12
ALTRIA GROUP INC(MO)15,99115,992+17147240.27%+11
BLACKROCK INC(BLK)0401+40102770.10%+277
ARES CAPITAL CORP(ARCC)017,000+17,00003190.12%+319
DIGITAL RLTY TR INC(DLR)12,27210,669-1,6031,2061,2150.45%+8
VANGUARD INDEX FDS4,7424,601-1417537610.28%+8
SIMON PPTY GRP INC NEW(SPG)02,178+2,17802520.09%+252
PHILIP MORRIS INTL INC(PM)8,5738,610+378348410.31%+7
VANGUARD INTL EQUITY INDEX06,820+6,82002770.10%+277
FEDEX CORP(FDX)3,3323,082-2507617640.28%+3
SCHWAB STRATEGIC TR08,572+8,57202110.08%+211
BNY MELLON STRATEGIC MUNI IN030,000+30,00001870.07%+187
EQUITY LIFESTYLE PPTYS INC(ELS)04,250+4,25002840.10%+284
NUVEEN MUN VALUE FD INC(NUV)010,000+10,0000870.03%+87
NUVEEN AMT FREE QLTY MUN INC012,636+12,63601380.05%+138
BLACKROCK MUNI INTER DR FD(BLK)011,000+11,00001260.05%+126
SPDR SERIES TR
ST STR SP DIV
02,803+2,80303440.13%+344
MAINSTAY MACKAY DEFINEDTERM013,000+13,00002220.08%+222
ALLSTATE CORP(ALL)02,481+2,48102710.10%+271
WESTERN ASSET MANAGED MUNS013,800+13,80001370.05%+137
BLACKROCK MUNIYLD MICH QLTY46,76646,866+1005235180.19%-5
ONEOK INC NEW(OKE)04,398+4,39802710.10%+271
1ST SOURCE CORP(SRCE)08,402+8,40203520.13%+352
DIAGEO P L C SPON ADR NEW(DEO)01,332+1,33202310.08%+231
GENERAL DYNAMICS CORP(GD)0932+93202000.07%+200
SPDR SER TR
ST STR SP500DIV
07,222+7,22202680.10%+268
WALMART INC(WMT)31,03029,033-1,9974,5754,5631.68%-12
WEC ENERGY GROUP INC(WEC)02,404+2,40402120.08%+212
DELAWARE INVTS NATL MUN INCO024,787+24,78702490.09%+249
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