Walter & Keenan Wealth Management LLC Incresed Positions in Q3 2025

Walter & Keenan Wealth Management LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
252
+ 0.28%
$202.38 - $256.87 $51K - $64.7K
91.1K $23.2M
GOOGL
Alphabet Inc.

Communication Services
98
+ 0.32%
$174.36 - $254.72 $17.1K - $25K
30.5K $7.42M
VTI
Vanguard Total Stock Market Et

ETFs
1.91K
+ 6.61%
$303.93 - $329.86 $581K - $630K
30.8K $10.1M
ORCL
Oracle Corp

Technology
168
+ 1.08%
$218.96 - $328.33 $36.8K - $55.2K
15.7K $4.42M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.9K
+ 4.38%
$23.82 - $25.84 $331K - $359K
331K $8.52M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
394
+ 4.24%
$567.77 - $614.76 $224K - $242K
9.69K $5.94M
RTX
Raytheon Technologies Corp

Industrials
49
+ 0.18%
$144.19 - $167.33 $7.07K - $8.2K
27.2K $4.55M
VIG
Vanguard Dividend Appreciation

ETFs
2.77K
+ 7.15%
N/A
41.6K $7.57M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.16%
$357.4 - $423.42 $5.72K - $6.77K
9.72K $3.94M
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.51%
$293.94 - $444.72 $3.23K - $4.89K
2.16K $961K
BX
Blackstone Inc.

Financial Services
57
+ 0.53%
$152.77 - $188.68 $8.71K - $10.8K
10.8K $1.85M
APH
Amphenol Corp

Technology
29
+ 0.35%
$97.39 - $125.4 $2.82K - $3.64K
8.2K $1.02M
CAT
Caterpillar Inc

Industrials
9
+ 0.45%
$390.92 - $477.15 $3.52K - $4.29K
2K $953K
DFAI
Dimensional ETF Tr

ETFs
3.75K
+ 17.0%
$34.05 - $36.55 $128K - $137K
25.8K $938K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
438
+ 1.78%
$79.76 - $85.78 $34.9K - $37.6K
25.1K $2.13M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
386
+ 1.46%
$62.54 - $68.42 $24.1K - $26.4K
26.8K $1.81M
NEE
Nextera Energy Inc

Utilities
36
+ 0.17%
$69.77 - $77.54 $2.51K - $2.79K
21.4K $1.62M
AXP
American Express CO

Financial Services
90
+ 1.21%
$294.27 - $342.31 $26.5K - $30.8K
7.51K $2.49M
DFAE
Dimensional ETF Tr

ETFs
2.32K
+ 17.99%
$28.84 - $31.84 $66.9K - $73.8K
15.2K $479K
WFC
Wells Fargo & Company

Financial Services
37
+ 0.14%
$77.05 - $85.16 $2.85K - $3.15K
27.4K $2.29M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2K
+ 47.24%
$49.78 - $50.75 $99.6K - $102K
6.23K $315K
MCD
Mcdonalds Corp

Consumer Cyclical
187
+ 5.03%
$291.67 - $316.99 $54.5K - $59.3K
3.9K $1.19M
SSNC
Ss&C Technologies Holdings Inc

Technology
6
+ 0.04%
$81.85 - $90.2 $491 - $541
15.1K $1.34M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.79K
+ 10.68%
$26.44 - $27.1 $73.8K - $75.7K
28.9K $780K
NOC
Northrop Grumman Corp

Industrials
15
+ 2.35%
$498.9 - $609.32 $7.48K - $9.14K
653 $397K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.33%
$404.94 - $499.99 $1.21K - $1.5K
919 $445K
GS
Goldman Sachs Group Inc

Financial Services
12
+ 1.94%
$696.56 - $806.32 $8.36K - $9.68K
630 $501K
SCHW
Schwab Charles Corp

Financial Services
12
+ 0.08%
$91.03 - $98.69 $1.09K - $1.18K
14.4K $1.38M
WELL
Welltower Inc.

Real Estate
33
+ 1.62%
$150.71 - $178.14 $4.97K - $5.88K
2.07K $369K
DUK
Duke Energy Corp

Utilities
306
+ 9.51%
$116.31 - $125.93 $35.6K - $38.5K
3.52K $435K
BAC
Bank Of America Corp

Financial Services
96
+ 1.1%
$44.92 - $52.42 $4.31K - $5.03K
8.86K $457K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.18%
$237.58 - $259.17 $950 - $1.04K
2.28K $578K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
177
+ 3.25%
$68.24 - $73.73 $12.1K - $13.1K
5.62K $412K
CDNS
Cadence Design Systems Inc

Technology
11
+ 1.64%
$309.46 - $373.37 $3.4K - $4.11K
680 $238K
SO
Southern CO

Utilities
6
+ 0.05%
$90.83 - $96.0 $545 - $576
11K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
130
+ 0.78%
$211.65 - $238.24 $27.5K - $31K
16.9K $3.7M
MMM
3 M CO

Industrials
61
+ 1.02%
$144.41 - $160.2 $8.81K - $9.77K
6.05K $938K
BND
Vanguard Bd Index Fd Inc Total

ETFs
316
+ 8.4%
$72.57 - $74.72 $22.9K - $23.6K
4.08K $303K
NVS
Novartis Ag

Healthcare
45
+ 1.76%
$113.5 - $129.73 $5.11K - $5.84K
2.6K $332K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.04%
$49.43 - $54.52 $98.9 - $109
4.73K $256K
MA
Mastercard Inc

Financial Services
9
+ 0.35%
$550.18 - $598.96 $4.95K - $5.39K
2.55K $1.45M
KKR
Kkr & Co. Inc.

Financial Services
463
+ 3.48%
$129.95 - $152.16 $60.2K - $70.5K
13.8K $1.79M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
280
+ 2.38%
$86.07 - $90.74 $24.1K - $25.4K
12K $1.08M
UBER
Uber Technologies, Inc

Technology
56
+ 2.17%
$86.91 - $99.57 $4.87K - $5.58K
2.63K $257K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6
+ 0.13%
$102.4 - $103.88 $614 - $623
4.7K $485K
EMR
Emerson Electric CO

Industrials
46
+ 2.16%
$128.6 - $149.63 $5.92K - $6.88K
2.18K $285K
Te Connectivity PLC Ord Shs
92
+ 4.96%
N/A
1.95K $0
Pimco Multisector Bond Active Exchange Traded Fund
5.16K
+ 24.66%
N/A
26.1K $0
Blackrock Inc Com
3
+ 0.61%
N/A
496 $0
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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