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

Total Portfolio Value
$314.09M
Total Bought
$12.39M
Total Sold
$23.82M
Net Transaction
-$11.42M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)093,307+93,307019,6526.26%+19,652
ELI LILLY & CO(LLY)25,88925,746-14320,14123,3107.42%+3,169
DIMENSIONAL ETF TRUST
US TARGETED VLU
042,219+42,21902,1900.70%+2,190
ALPHABET INC(GOOG)72,75871,483-1,27511,07813,1114.17%+2,033
ISHARES TR
MSCI EMRG CHN
026,407+26,40701,5630.50%+1,563
ALPHABET INC(GOOG)34,80534,246-5595,2536,2381.99%+985
NVIDIA CORPORATION(NVDA)3,05630,300+27,2442,7613,7431.19%+982
SS&C TECHNOLOGIES HLD(SSNC)015,000+15,00009400.30%+940
WALMART INC(WMT)86,64486,351-2935,2135,8471.86%+633
AMERICAN ELEC PWR CO INC07,741+7,74106790.22%+679
MICROSOFT CORP(MSFT)38,11436,838-1,27616,03616,4655.24%+429
J P MORGAN EXCHNG TRADED FD
EQUITY PREMIUM
36,84644,940+8,0942,1322,5470.81%+415
NEXTERA ENERGY INC(NEE)21,45725,190+3,7331,3711,7840.57%+412
VEEVA SYS INC(VEEV)01,932+1,93203540.11%+354
BLACKSTONE SECD LENDING FD(BXSL)44,12056,097+11,9771,3741,7180.55%+343
VANGUARD MALVERN FDS06,234+6,23403030.10%+303
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
011,966+11,96602950.09%+295
DUKE ENERGY CORP NEW(DUK)02,873+2,87302880.09%+288
COSTCO WHSL CORP NEW(COST)2,3972,39701,7562,0370.65%+281
VANGUARD INDEX FDS8,9148,939+253,0683,3431.06%+275
AMGEN INC(AMGN)09,857+9,85703,0800.98%+3,080
VANGUARD SPECIALIZED FUNDS28,66730,073+1,4065,2355,4901.75%+255
GOLDMAN SACHS GROUP(GS)0556+55602510.08%+251
CSW INDUSTRIALS INC(CSW)8,0008,00001,8772,1220.68%+246
ORACLE CORP(ORCL)14,67614,743+671,8432,0820.66%+238
COLGATE PALMOLIVE CO(CL)02,197+2,19702130.07%+213
CAPITAL SOUTHWEST CORP(CSWC)08,000+8,00002090.07%+209
ISHARES TR
MSCI USA MIN ETF
02,385+2,38502000.06%+200
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
12,72916,428+3,6997949870.31%+193
SOUTHERN CO(SO)9,18910,699+1,5106598300.26%+171
SCHWAB STRATEGIC TR91,75991,534-2255,6025,7551.83%+153
AMAZON COM INC(AMZN)11,41611,438+222,0592,2100.70%+151
RTX CORP(RTX)33,87633,999+1233,3043,4131.09%+109
GENERAL DYNAMICS CORP(GD)6,2336,380+1471,7611,8510.59%+90
TEXAS INSTRS INC(TXN)15,12513,986-1,1392,6352,7210.87%+86
UNITEDHEALTH GROUP INC(UNH)03,667+3,66701,8670.59%+1,867
PHILIP MORRIS INTL INC(PM)08,644+8,64408760.28%+876
J P MORGAN CHASE & CO(JPM)45,98445,914-709,2119,2872.96%+76
VANGUARD INDEX FDS8751,129+2542273020.10%+75
KKR & CO INC(KKR)14,32614,32601,4411,5080.48%+67
AMPHENOL CORP NEW3,3366,688+3,3523854510.14%+66
KINDER MORGAN INC DEL(KMI)31,41132,116+7055766380.20%+62
COCA COLA CO(KO)40,81640,163-6532,4972,5560.81%+59
HONEYWELL INTL INC(HON)06,474+6,47401,3820.44%+1,382
BROADCOM INC(AVGO)18018002392890.09%+50
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
7,7079,156+1,4492332720.09%+39
PALANTIR TECHNOLOGIES INC(PLTR)019,352+19,35204900.16%+490
MOODYS CORP(MCO)1,7571,724-336917260.23%+35
ISHARES TR1,5891,590+18368700.28%+34
AMERICAN EXPRESS CO(AXP)8,5828,58201,9541,9870.63%+33
DIGITAL RLTY TR INC(DLR)9,9559,634-3211,4341,4650.47%+31
FEDEX CORP(FDX)02,582+2,58207740.25%+774
INTUITIVE SURGICAL INC54354302172420.08%+25
AIR PRODS & CHEMS INC01,364+1,36403520.11%+352
SCHWAB CHARLES CORP(SCHW)13,89013,914+241,0051,0250.33%+20
ALTRIA GROUP INC(MO)14,95714,673-2846526680.21%+16
SCHWAB STRATEGIC TR8,6228,62202182290.07%+11
LOCKHEED MARTIN CORP(LMT)1,6251,606-197397500.24%+11
ONEOK INC NEW(OKE)4,5974,648+513693790.12%+11
VANGUARD INTL EQUITY INDEX05,112+5,11202240.07%+224
SPDR SERIES TR
ST STR SP DIV
2,1282,273+1452792890.09%+10
SPDR S&P 500 ETF TR(SPY)44844802342440.08%+10
1ST SOURCE CORP(SRCE)07,672+7,67204110.13%+411
TE CONNECTIVITY LTD(TEL)1,6991,69902472560.08%+9
BANK OF AMERICA CORP5,9505,855-952262330.07%+7
MARSH & MCLENNAN COS INC(MRSH)2,4312,401-305015060.16%+5
META PLATFORMS INC(META)2,4282,346-821,1791,1830.38%+4
ISHARES TR
0-5 YR TIPS ETF
06,125+6,12506090.19%+609
PIMCO ETF TR
MULTISECTOR BD
11,02711,188+1612842870.09%+3
CHEVRON CORP NEW(CVX)8,3818,465+841,3221,3240.42%+2
WASTE MGMT INC DEL(WM)3,2453,24506926920.22%+1
BLACKROCK MUNIYLD MICH QLTY015,715+15,71501800.06%+180
ARES CAPITAL CORP(ARCC)15,00015,00003123130.10%0
VANGUARD INDEX FDS2,0751,995-809979980.32%0
PIMCO ETF TR
ENHAN SHRT MA AC
2,0002,00002012010.06%0
ISHARES TR
CORE 1 5 YR USD
05,540+5,54002620.08%+262
GLOBAL X FDS
RATE PREFERRED
021,730+21,73005140.16%+514
INTERCONTINENTAL EXCHANGE(ICE)2,9312,93104034010.13%-2
EXXON MOBIL CORP26,43126,674+2433,0723,0710.98%-2
WELLS FARGO CO NEW(WFC)26,62325,923-7001,5431,5400.49%-4
SPDR SER TR
ST STR SP500DIV
8,4228,42203433390.11%-4
NOVARTIS AG(NVS)04,150+4,15004420.14%+442
AT&T INC(T)015,539+15,53902970.09%+297
NORTHRUP GUMMEN CORP(NOC)444473+292122060.07%-6
SIMON PPTY GRP INC NEW(SPG)2,1782,17803413310.11%-10
INVESCO EXCHANGE TRADED FD
VAR RATE PFD
053,506+53,50601,2820.41%+1,282
SCHWAB STRATEGIC TR34,98335,083+1001,3651,3480.43%-17
GXO LOGISTICS INCORPORATED(GXO)05,396+5,39602720.09%+272
MONDELEZ INTL INC(MDLZ)03,714+3,71402430.08%+243
FIFTH THIRD BANCORP(FITB)28,80728,80701,0721,0510.33%-21
THERMO FISHER SCIENTIFIC INC(TMO)787788+14574360.14%-22
DANAHER CORPORATION(DHR)4,6634,570-931,1641,1420.36%-23
EQUITY LIFESTYLE PPTYS INC(ELS)03,825+3,82502490.08%+249
VANGUARD INDEX FDS3,0113,01106886570.21%-32
ALLSTATE CORP(ALL)2,4502,45004243910.12%-33
ENTERPRISE PRODS PARTNERS LP(EPD)22,04821,048-1,0006436100.19%-33
BLACKROCK INC(BLK)446427-193723360.11%-36
3M CO(MMM)7,1357,046-897577200.23%-37
VANGUARD INDEX FDS16,78016,795+152,7332,6940.86%-39
UNITED PARCEL SERVICE INC(UPS)02,691+2,69103680.12%+368
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