WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV has disclosed 150 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $329.00 Mil. The turnover rate is 4%.
In WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's current portfolio as of 2024-09-30, the top 5 holdings are
Eli Lilly and Co (LLY), Apple Inc (AAPL), Microsoft Corp (MSFT), Alphabet Inc (GOOG), Berkshire Hathaway Inc (BRK.B), not including call and put options.
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV.