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

Total Portfolio Value
$256.56M
Total Bought
$6.24M
Total Sold
$26.70M
Net Transaction
-$20.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
J P MORGAN EXCHNG TRADED FD
EQUITY PREMIUM
033,188+33,18801,7780.69%+1,778
LILLY ELI & CO(LLY)28,25327,603-65013,25014,8265.78%+1,576
HUMANA INC(HUM)01,905+1,90509270.36%+927
ALPHABET INC(GOOG)76,46275,265-1,1979,2509,9243.87%+674
ISHARES TR
0-5 YR TIPS ETF
06,950+6,95006740.26%+674
AMGEN INC(AMGN)09,830+9,83002,6421.03%+2,642
ALPHABET INC(GOOG)34,93534,835-1004,1824,5591.78%+377
ABBVIE INC(ABBV)028,611+28,61104,2651.66%+4,265
COMCAST CORP NEW(CCZ)94,80794,960+1533,9394,2111.64%+271
BLACKSTONE SECD LENDING FD(BXSL)15,32525,220+9,8954196900.27%+271
EXXON MOBIL CORP026,447+26,44703,1101.21%+3,110
NVIDIA CORPORATION(NVDA)1,5121,959+4476408520.33%+213
PIMCO ETF TR
ENHAN SHRT MA AC
02,000+2,00002000.08%+200
SCHWAB STRATEGIC TR016,172+16,17208170.32%+817
CISCO SYS INC(CSCO)099,252+99,25205,3362.08%+5,336
COINBASE GLOBAL INC(COIN)14,84815,891+1,0431,0621,1930.47%+131
BERKSHIRE HATHAWAY INC DEL9904,6604,7831.86%+123
BLACKSTONE GROUP INC(BX)12,16611,527-6391,1311,2350.48%+104
DIGITAL RLTY TR INC(DLR)10,66910,740+711,2151,3000.51%+85
UNITEDHEALTH GROUP INC(UNH)3,6483,644-41,7531,8370.72%+84
KKR & CO INC(KKR)14,62614,62608199010.35%+82
XPO INC(XPO)5,1375,13703033840.15%+80
INTEL CORP(INTC)092,111+92,11103,2751.28%+3,275
VANGUARD WHITEHALL FDS35,10236,782+1,6803,7233,8001.48%+77
VANGUARD SPECIALIZED FUNDS18,67219,987+1,3153,0333,1061.21%+73
CSW INDUSTRIALS INC(CSW)8,0008,00001,3301,4020.55%+72
WALMART INC(WMT)29,03328,983-504,5634,6351.81%+72
COSTCO WHSL CORP NEW(COST)2,4972,49701,3441,4110.55%+66
FEDEX CORP(FDX)3,0823,08207648160.32%+52
CATERPILLAR INC DEL(CAT)1,8141,804-104464930.19%+46
CHEVRON CORP NEW(CVX)06,458+6,45801,0890.42%+1,089
DANAHER CORPORATION(DHR)04,667+4,66701,1580.45%+1,158
BLACKROCK MUNI INTER DR FD(BLK)11,00016,000+5,0001261620.06%+37
META PLATFORMS INC(META)2,4632,458-57077380.29%+31
ENTERPRISE PRODS PARTNERS LP(EPD)30,04830,04807928220.32%+31
INTERNATIONAL BUSINESS MACHS(IBM)4,4954,49506016310.25%+29
AT&T INC(T)021,195+21,19503180.12%+318
TESLA INC(TSLA)9131,036+1232392590.10%+20
VEEVA SYS INC CL A(VEEV)2,4182,41804784920.19%+14
GLOBAL X FDS
RATE PREFERRED
030,169+30,16906930.27%+693
MASTERCARD INC(MA)2,1222,128+68348420.33%+8
ONEOK INC NEW(OKE)4,3984,39802712790.11%+8
GENERAL DYNAMICS CORP(GD)932935+32002070.08%+6
ALLSTATE CORP(ALL)2,4812,48102712760.11%+6
MARSH & MCLENNAN COS INC(MRSH)2,4312,43104574630.18%+5
1ST SOURCE CORP(SRCE)8,4028,40203523540.14%+1
ARCHER DANIELS MIDLAND CO04,176+4,17603150.12%+315
ISHARES TR
CORE 1 5 YR USD
05,540+5,54002570.10%+257
AMPHENOL CORP NEW3,3363,33602832800.11%-3
SCHWAB STRATEGIC TR8,5728,57202112050.08%-6
INTERCONTINENTAL EXCHANGE(ICE)2,9312,93103313220.13%-9
ACCENTURE PLC IRELAND
SHS CLASS A
8,2788,281+32,5542,5430.99%-11
SCHWAB CHARLES CORP(SCHW)013,852+13,85207600.30%+760
THERMO FISHER SCIENTIFIC INC(TMO)0794+79404020.16%+402
EQUITY LIFESTYLE PPTYS INC(ELS)4,2504,25002842710.11%-14
NUVEEN AMT FREE QLTY MUN INC12,63612,63601381220.05%-16
VANGUARD INDEX FDS1,3531,363+105515350.21%-16
SIMON PPTY GRP INC NEW(SPG)2,1782,17802522350.09%-16
BLACKROCK INC(BLK)40140102772590.10%-18
CVS HEALTH CORP(CVS)08,057+8,05705630.22%+563
MONDELEZ INTL INC(MDLZ)3,8173,714-1032782580.10%-21
GXO LOGISTICS INCORPORATED(GXO)5,3965,39603393160.12%-23
ISHARES TR1,3831,38306165940.23%-23
VANGUARD INDEX FDS2,4662,474+84904680.18%-23
VANGUARD WHITEHALL FDS43,36143,885+5242,7402,7161.06%-24
AMERICAN ELEC PWR CO INC02,778+2,77802090.08%+209
SPDR SER TR
ST STR SP500DIV
7,2226,922-3002682430.09%-25
VANGUARD INDEX FDS4,6014,611+107617350.29%-26
BNY MELLON STRATEGIC MUNI30,00030,00001871600.06%-27
ARES CAPITAL CORP(ARCC)17,00015,000-2,0003192920.11%-27
TE CONNECTIVITY LTD(TEL)1,6991,69902382100.08%-28
AIR PRODS & CHEMS INC1,3971,364-334183870.15%-32
SCHWAB STRATEGIC TR18,04118,04101,3101,2770.50%-34
DELAWARE INVTS NATL MUN INCO24,78724,78702492130.08%-35
WESTERN ASSET MANAGED MUNS13,80010,700-3,100137960.04%-41
BLACKROCK MUNIYLD MICH QLTY46,86647,967+1,1015184760.19%-42
PHILIP MORRIS INTL INC(PM)8,6108,611+18417970.31%-43
AMAZON COM INC(AMZN)11,27511,204-711,4701,4240.56%-46
BROOKFIELD ASSET MGMT INC(BN)023,050+23,05007210.28%+721
VANGUARD WHITEHALL FDS13,30013,30009999490.37%-50
VANGUARD INDEX FDS9,3249,499+1752,6382,5871.01%-52
VANGUARD INTL EQUITY INDEX6,8205,691-1,1292772230.09%-54
MOODYS CORP(MCO)1,7241,72405995450.21%-54
BRISTOL MYERS SQUIBB CO(BMY)09,764+9,76405670.22%+567
NIKE INC(NKE)03,605+3,60503450.13%+345
SCHWAB STRATEGIC TR34,30734,30701,2231,1650.45%-58
ALTRIA GROUP INC(MO)15,99215,844-1487246660.26%-58
WASTE MGMT INC DEL(WM)2,8752,87504994380.17%-60
LOCKHEED MARTIN CORP(LMT)1,2331,23305685040.20%-63
COLGATE PALMOLIVE CO(CL)6,1175,718-3994714070.16%-65
SOUTHERN CO(SO)09,333+9,33306040.24%+604
NUVEEN MUN VALUE FD INC(NUV)10,0000-10,000870-87
VANGUARD INDEX FDS7,1997,263+641,6541,5560.61%-98
SPDR SERIES TR
ST STR SP DIV
2,8032,128-6753442450.10%-99
VISA INC COM(V)15,61015,650+403,7073,6001.40%-107
STARBUCKS CORP(SBUX)05,925+5,92505410.21%+541
VANGUARD INDEX FDS18,31518,029-2862,6032,4870.97%-116
ABBOTT LABS9,8239,778-451,0719470.37%-124
HOME DEPOT INC(HD)10,96810,854-1143,4073,2801.28%-127
PALANTIR TECHNOLOGIES INC(PLTR)39,06428,864-10,2005994620.18%-137
Page 1 of 1