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

Total Portfolio Value
$279.56M
Total Bought
$15.36M
Total Sold
$19.16M
Net Transaction
-$3.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VISA INC(V)015,814+15,81404,1171.47%+4,117
MICROSOFT CORP(MSFT)038,517+38,517014,4845.18%+14,484
APPLE INC(AAPL)094,002+94,002018,0986.47%+18,098
COINBASE GLOBAL INC(COIN)15,89116,126+2351,1932,8051.00%+1,612
INTEL CORP(INTC)92,11191,151-9603,2754,5801.64%+1,306
J P MORGAN CHASE & CO(JPM)046,633+46,63307,9322.84%+7,932
ALPHABET INC(GOOG)75,26575,403+1389,92410,6273.80%+703
VANGUARD SPECIALIZED FUNDS19,98722,163+2,1763,1063,7771.35%+671
LILLY ELI & CO(LLY)27,60326,579-1,02414,82615,4935.54%+667
VANGUARD WHITEHALL FDS36,78239,257+2,4753,8004,3821.57%+582
NORTHERN TR CORP(NTRS)041,186+41,18603,4751.24%+3,475
SCHWAB STRATEGIC TR091,489+91,48905,0931.82%+5,093
VANGUARD INTL EQUITY INDEX069,775+69,77507,1782.57%+7,178
HOME DEPOT INC(HD)10,85410,862+83,2803,7641.35%+484
NUVEEN MUNICIPAL CREDIT INC(NZF)0105,863+105,86301,2510.45%+1,251
DICKS SPORTING GOODS INC(DKS)011,000+11,00001,6160.58%+1,616
SCHWAB STRATEGIC TR18,04121,791+3,7501,2771,6590.59%+382
ACCENTURE PLC IRELAND
SHS CLASS A
8,2818,283+22,5432,9071.04%+363
VANGUARD INDEX FDS9,4999,486-132,5872,9491.05%+362
AMERICAN EXPRESS CO(AXP)08,582+8,58201,6080.58%+1,608
KKR & CO INC(KKR)14,62614,62609011,2120.43%+311
ALPHABET INC(GOOG)34,83534,785-504,5594,8591.74%+301
DOLLAR GEN CORP(DG)08,991+8,99101,2220.44%+1,222
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
04,490+4,49002680.10%+268
BLACKSTONE GROUP INC(BX)11,52711,477-501,2351,5030.54%+268
MERCK & CO. INC(MRK)034,895+34,89503,8041.36%+3,804
UNITY SOFTWARE INC(U)027,229+27,22901,1130.40%+1,113
CSW INDUSTRIALS INC(CSW)8,0008,00001,4021,6590.59%+257
VANGUARD WHITEHALL FDS43,88544,668+7832,7162,9701.06%+254
DISNEY WALT CO(DIS)029,779+29,77902,6890.96%+2,689
AMAZON COM INC(AMZN)11,20411,028-1761,4241,6760.60%+251
ILLINOIS TOOL WKS INC(ITW)07,614+7,61401,9940.71%+1,994
VANGUARD INDEX FDS18,02918,093+642,4872,7050.97%+218
FIFTH THIRD BANCORP(FITB)029,107+29,10701,0040.36%+1,004
VANGUARD INDEX FDS0903+90302140.08%+214
SPDR S&P 500 ETF TR(SPY)0448+44802130.08%+213
RTX CORP(RTX)033,299+33,29902,8021.00%+2,802
BERKSHIRE HATHAWAY INC DEL023,358+23,35808,3312.98%+8,331
BROOKFIELD ASSET MGMT INC(BN)23,05023,05007219250.33%+204
WEC ENERGY GROUP INC(WEC)02,424+2,42402040.07%+204
BROADCOM INC(AVGO)0180+18002010.07%+201
BLACKROCK MUN TARGET TERM TR(BTT)0197,267+197,26704,1031.47%+4,103
SCHWAB CHARLES CORP(SCHW)13,85213,858+67609530.34%+193
AMGEN INC(AMGN)9,8309,831+12,6422,8311.01%+189
MCDONALDS CORP(MCD)04,508+4,50801,3370.48%+1,337
ABBVIE INC(ABBV)28,61128,681+704,2654,4451.59%+180
COSTCO WHSL CORP NEW(COST)2,4972,397-1001,4111,5820.57%+172
VANGUARD INDEX FDS7,2637,139-1241,5561,7260.62%+170
ISHARES TR023,690+23,69001,2860.46%+1,286
VANGUARD WHITEHALL FDS13,30014,000+7009491,1110.40%+162
J P MORGAN EXCHNG TRADED FD
EQUITY PREMIUM
33,18835,030+1,8421,7781,9260.69%+148
TEXAS INSTRS INC(TXN)015,125+15,12502,5780.92%+2,578
ABBOTT LABS9,7789,824+469471,0810.39%+134
MOODYS CORP(MCO)1,7241,72405456730.24%+128
SCHWAB STRATEGIC TR34,30734,983+6761,1651,2930.46%+128
WASTE MGMT INC DEL(WM)2,8753,125+2504385600.20%+121
WELLS FARGO CO NEW(WFC)028,823+28,82301,4190.51%+1,419
NVIDIA CORPORATION(NVDA)1,9591,957-28529690.35%+117
META PLATFORMS INC(META)2,4582,395-637388480.30%+110
BLACKSTONE SECD LENDING FD(BXSL)25,22028,896+3,6766907990.29%+109
COCA COLA CO(KO)040,976+40,97602,4150.86%+2,415
LOCKHEED MARTIN CORP(LMT)1,2331,345+1125046100.22%+105
BERKSHIRE HATHAWAY INC DEL9904,7834,8841.75%+100
NIKE INC(NKE)3,6054,087+4823454440.16%+99
INTERNATIONAL BUSINESS MACHS(IBM)4,4954,460-356317290.26%+99
PEPSICO INC(PEP)017,157+17,15702,9141.04%+2,914
VERIZON COMMUNICATIONS INC(VZ)047,656+47,65601,7970.64%+1,797
VANGUARD INDEX FDS4,6114,622+117358320.30%+96
3M CO(MMM)06,161+6,16106740.24%+674
JOHNSON & JOHNSON(JNJ)045,100+45,10007,0692.53%+7,069
BLACKROCK INC(BLK)401421+202593420.12%+83
EATON VANCE MUN INCOME 20280105,688+105,68801,8330.66%+1,833
SIMON PPTY GRP INC NEW(SPG)2,1782,17802353110.11%+75
CROWN CASTLE INTL CORP NEW(CCI)05,783+5,78306660.24%+666
ALLSTATE CORP(ALL)2,4812,48102763470.12%+71
1ST SOURCE CORP(SRCE)8,4027,672-7303544220.15%+68
ISHARES TR1,3831,38305946610.24%+67
XPO INC(XPO)5,1375,13703844500.16%+66
UNITED PARCEL SERVICE INC(UPS)02,734+2,73404300.15%+430
VANGUARD INDEX FDS1,3631,370+75355990.21%+63
MASTERCARD INC(MA)2,1282,122-68429050.32%+63
HONEYWELL INTL INC(HON)06,474+6,47401,3580.49%+1,358
INTERCONTINENTAL EXCHANGE(ICE)2,9312,93103223760.13%+54
UNITEDHEALTH GROUP INC(UNH)3,6443,591-531,8371,8910.68%+53
AMPHENOL CORP NEW3,3363,33602803310.12%+51
VANGUARD INDEX FDS2,4742,382-924685080.18%+40
DELAWARE INVTS NATL MUN INCO24,78724,78702132530.09%+40
PROCTER AND GAMBLE CO(PG)043,065+43,06506,3112.26%+6,311
DIGITAL RLTY TR INC(DLR)10,7409,952-7881,3001,3390.48%+40
SOUTHERN CO(SO)9,3339,177-1566046430.23%+39
GENERAL DYNAMICS CORP(GD)935937+22072430.09%+37
ONEOK INC NEW(OKE)4,3984,39802793090.11%+30
EQUITY LIFESTYLE PPTYS INC(ELS)4,2504,25002713000.11%+29
NEXTERA ENERGY INC(NEE)020,909+20,90901,2700.45%+1,270
TE CONNECTIVITY LTD(TEL)1,6991,69902102390.09%+29
SPDR SER TR
ST STR SP500DIV
6,9226,92202432710.10%+29
STARBUCKS CORP(SBUX)5,9255,92505415690.20%+28
CATERPILLAR INC DEL(CAT)1,8041,760-444935200.19%+28
PALANTIR TECHNOLOGIES INC(PLTR)28,86428,364-5004624870.17%+25
BLACKROCK MUNI INTER DR FD(BLK)16,00016,00001621860.07%+24
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