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

Total Portfolio Value
$344.15M
Total Bought
$344.15M
Total Sold
$332.04M
Net Transaction
+$12.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP COM(MSFT)039,300+39,300019,5485.68%+19,548
APPLE INC COM(AAPL)090,805+90,805018,6305.41%+18,630
ELI LILLY & CO COM(LLY)022,294+22,294017,3795.05%+17,379
JPMORGAN CHASE & CO. COM(JPM)043,172+43,172012,5163.64%+12,516
ALPHABET INC CAP STK CL C(GOOG)070,392+70,392012,4873.63%+12,487
BERKSHIRE HATHAWAY INC DEL CL B NEW023,966+23,966011,6423.38%+11,642
VANGUARD TOTAL STOCK MARKET ETF028,875+28,87508,7762.55%+8,776
WALMART INC COM(WMT)088,796+88,79608,6832.52%+8,683
VANGUARD DIVIDEND APPRECIATION ETF038,799+38,79907,9412.31%+7,941
SCHWAB U.S. BROAD MARKET ETF0317,485+317,48507,5662.20%+7,566
VANGUARD TOTAL WORLD STOCK ETF056,220+56,22007,2252.10%+7,225
VISA INC COM CL A(V)019,209+19,20906,8201.98%+6,820
BERKSHIRE HATHAWAY INC DEL CL A09+906,5591.91%+6,559
CISCO SYS INC COM(CSCO)093,509+93,50906,4881.89%+6,488
JOHNSON & JOHNSON COM(JNJ)038,763+38,76305,9211.72%+5,921
NVIDIA CORPORATION COM(NVDA)035,423+35,42305,5961.63%+5,596
PROCTER AND GAMBLE CO COM(PG)033,926+33,92605,4051.57%+5,405
ALPHABET INC CAP STK CL A(GOOG)030,442+30,44205,3651.56%+5,365
VANGUARD S&P 500 ETF09,300+9,30005,2831.54%+5,283
VANGUARD HIGH DIVIDEND YIELD INDEX ETF039,245+39,24505,2321.52%+5,232
NORTHERN TR CORP COM(NTRS)038,543+38,54304,8871.42%+4,887
ABBVIE INC COM(ABBV)025,730+25,73004,7761.39%+4,776
COINBASE GLOBAL INC COM CL A(COIN)012,695+12,69504,4491.29%+4,449
JPMORGAN EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
072,262+72,26204,1081.19%+4,108
RTX CORPORATION COM(RTX)027,119+27,11903,9601.15%+3,960
DIMENSIONAL U.S. TARGETED VALUE ETF
US TARGETED VLU
068,798+68,79803,7121.08%+3,712
AMAZON COM INC COM(AMZN)016,735+16,73503,6711.07%+3,671
HOME DEPOT INC COM(HD)09,701+9,70103,5571.03%+3,557
VANGUARD GROWTH ETF08,076+8,07603,5411.03%+3,541
ORACLE CORP COM(ORCL)015,545+15,54503,3990.99%+3,399
SCHWAB US DIVIDEND EQUITY ETF0111,265+111,26502,9490.86%+2,949
VANGUARD VALUE ETF016,367+16,36702,8930.84%+2,893
TEXAS INSTRS INC COM(TXN)013,665+13,66502,8370.82%+2,837
AMGEN INC COM(AMGN)010,111+10,11102,8230.82%+2,823
EXXON MOBIL CORP COM025,834+25,83402,7850.81%+2,785
PALANTIR TECHNOLOGIES INC CL A(PLTR)020,278+20,27802,7640.80%+2,764
COCA COLA CO COM(KO)038,675+38,67502,7360.80%+2,736
MERCK & CO INC COM(MRK)034,168+34,16802,7050.79%+2,705
COSTCO WHSL CORP NEW COM(COST)02,610+2,61002,5840.75%+2,584
META PLATFORMS INC CL A(META)03,389+3,38902,5010.73%+2,501
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
08,163+8,16302,4400.71%+2,440
AMERICAN EXPRESS CO COM(AXP)07,415+7,41502,3650.69%+2,365
CSW INDUSTRIALS INC COM(CSW)08,000+8,00002,2950.67%+2,295
MEDTRONIC PLC SHS(MDT)025,881+25,88102,2560.66%+2,256
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
034,981+34,98102,2290.65%+2,229
PEPSICO INC COM(PEP)016,835+16,83502,2230.65%+2,223
WELLS FARGO CO NEW COM(WFC)027,339+27,33902,1900.64%+2,190
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN(BTT)092,751+92,75102,0300.59%+2,030
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF024,668+24,66801,9760.57%+1,976
VANGUARD SMALL-CAP GROWTH ETF06,634+6,63401,8370.53%+1,837
SCHWAB INTERNATIONAL EQUITY ETF082,030+82,03001,8130.53%+1,813
KKR & CO INC COM(KKR)013,312+13,31201,7710.51%+1,771
ILLINOIS TOOL WKS INC COM(ITW)06,900+6,90001,7060.50%+1,706
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
026,367+26,36701,6650.48%+1,665
BLACKSTONE INC COM(BX)010,745+10,74501,6070.47%+1,607
NEXTERA ENERGY INC COM(NEE)021,397+21,39701,4850.43%+1,485
DICKS SPORTING GOODS INC COM(DKS)07,509+7,50901,4850.43%+1,485
MASTERCARD INCORPORATED CL A(MA)02,536+2,53601,4250.41%+1,425
BLACKSTONE SECD LENDING FD COMMON STOCK(BXSL)043,716+43,71601,3440.39%+1,344
SCHWAB CHARLES CORP COM(SCHW)014,433+14,43301,3170.38%+1,317
ABBOTT LABS COM09,208+9,20801,2520.36%+1,252
SS&C TECHNOLOGIES HLDGS INC COM(SSNC)015,079+15,07901,2490.36%+1,249
CHUBB LIMITED COM
COM
04,233+4,23301,2260.36%+1,226
BROOKFIELD CORP CL A LTD VT SH(BN)019,460+19,46001,2040.35%+1,204
BROADCOM INC COM(AVGO)04,215+4,21501,1620.34%+1,162
COMCAST CORP NEW CL A(CCZ)031,659+31,65901,1300.33%+1,130
UNITEDHEALTH GROUP INC COM(UNH)03,594+3,59401,1210.33%+1,121
PHILIP MORRIS INTL INC COM(PM)06,051+6,05101,1020.32%+1,102
MCDONALDS CORP COM(MCD)03,715+3,71501,0850.32%+1,085
PFIZER INC COM(PFE)044,725+44,72501,0840.32%+1,084
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF011,760+11,76001,0600.31%+1,060
DISNEY WALT CO COM(DIS)08,501+8,50101,0540.31%+1,054
VERIZON COMMUNICATIONS INC COM(VZ)024,291+24,29101,0510.31%+1,051
ISHARES CORE U.S. REIT ETF018,024+18,02401,0190.30%+1,019
KINDER MORGAN INC DEL COM(KMI)034,674+34,67401,0190.30%+1,019
SOUTHERN CO COM(SO)010,945+10,94501,0050.29%+1,005
DANAHER CORPORATION COM(DHR)04,920+4,92009720.28%+972
MOODYS CORP COM(MCO)01,900+1,90009530.28%+953
3M CO COM(MMM)05,984+5,98409110.26%+911
INTERNATIONAL BUSINESS MACHS COM(IBM)03,012+3,01208880.26%+888
AMERICAN ELEC PWR CO INC COM08,456+8,45608770.25%+877
DIGITAL RLTY TR INC COM(DLR)04,957+4,95708640.25%+864
ISHARES CORE S&P 500 ETF01,369+1,36908500.25%+850
INVESCO VARIABLE RATE PREFERRED ETF
VAR RATE PFD
033,526+33,52608200.24%+820
AMPHENOL CORP NEW CL A08,175+8,17508070.23%+807
WASTE MGMT INC DEL COM(WM)03,464+3,46407930.23%+793
ALTRIA GROUP INC COM(MO)013,422+13,42207870.23%+787
CHEVRON CORP NEW COM(CVX)05,431+5,43107780.23%+778
CATERPILLAR INC COM(CAT)01,990+1,99007730.22%+773
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
022,056+22,05607620.22%+762
1ST SOURCE CORP COM(SRCE)011,554+11,55407170.21%+717
LOCKHEED MARTIN CORP COM(LMT)01,511+1,51107000.20%+700
SCHWAB US TIPS ETF026,150+26,15006980.20%+698
EATON VANCE MUN INCOME 2028 TE SHS038,075+38,07506860.20%+686
TESLA INC COM(TSLA)02,150+2,15006830.20%+683
UNITY SOFTWARE INC COM(U)027,457+27,45706640.19%+664
FIFTH THIRD BANCORP COM(FITB)016,087+16,08706620.19%+662
XPO INC COM(XPO)05,194+5,19406560.19%+656
VEEVA SYS INC CL A COM(VEEV)01,979+1,97905700.17%+570
STARBUCKS CORP COM(SBUX)06,115+6,11505600.16%+560
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