Walter & Keenan Wealth Management LLC Reduced Holdings in Q3 2025

Walter & Keenan Wealth Management LLC

  • $355 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
-435
- 5.14%
$103.26 - $115.0 $44.9K - $50K
8.02K $902K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-90
- 1.02%
$30.13 - $33.37 $2.71K - $3K
8.76K $292K
USRT
Ishares Core U.S. Reit ETF

ETFs
-188
- 1.04%
$55.64 - $59.37 $10.5K - $11.2K
17.8K $1.05M
VBK
Vanguard Small Cap Growth ETF

ETFs
-314
- 4.73%
$276.51 - $305.12 $86.8K - $95.8K
6.32K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
-3.3K
- 7.64%
$282.78 - $316.06 $933K - $1.04M
39.9K $12.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.54K
- 4.41%
$63.41 - $69.69 $97.8K - $107K
33.4K $2.29M
CVX
Chevron Corp

Energy
-3
- 0.06%
$145.57 - $161.83 $437 - $485
5.43K $842K
GD
General Dynamics Corp

Industrials
-59
- 3.35%
$293.92 - $341.0 $17.3K - $20.1K
1.7K $580K
PEP
Pepsico Inc

Consumer Defensive
-480
- 2.85%
$133.81 - $152.16 $64.2K - $73K
16.4K $2.3M
XOM
Exxon Mobil Corp

Energy
-357
- 1.38%
$105.83 - $117.22 $37.8K - $41.8K
25.5K $2.87M
VTV
Vanguard Value ETF

ETFs
-23
- 0.14%
$175.51 - $186.57 $4.04K - $4.29K
16.3K $3.05M
MDT
Medtronic PLC

Healthcare
-452
- 1.75%
$87.67 - $95.74 $39.6K - $43.3K
25.4K $2.42M
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 3.31%
$94.4 - $104.27 $277K - $306K
85.9K $8.85M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.01K
- 1.47%
$53.36 - $59.69 $54.1K - $60.5K
67.8K $3.95M
VT
Vanguard Total World Stk Index

ETFs
-1.92K
- 3.42%
$128.41 - $138.03 $247K - $265K
54.3K $7.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-237
- 0.99%
$459.11 - $506.91 $109K - $120K
23.7K $11.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-51
- 0.13%
$132.9 - $142.03 $6.78K - $7.24K
39.2K $5.52M
VUG
Vanguard Growth ETF

ETFs
-1
- 0.01%
$433.97 - $484.08 $434 - $484
8.08K $3.87M
MSFT
Microsoft Corp

Technology
-766
- 1.95%
$491.09 - $535.64 $376K - $410K
38.5K $20M
NVDA
Nvidia Corp

Technology
-2.8K
- 7.91%
$153.3 - $186.58 $429K - $523K
32.6K $6.09M
JNJ
Johnson & Johnson

Healthcare
-4.03K
- 10.39%
$155.17 - $185.42 $625K - $747K
34.7K $6.44M
PLTR
Palantir Technologies Inc.

Technology
-375
- 1.85%
$130.68 - $186.97 $49K - $70.1K
19.9K $3.63M
ABBV
Abb Vie Inc.

Healthcare
-1.07K
- 4.15%
$184.85 - $231.54 $197K - $247K
24.7K $5.71M
GOOG
Alphabet Inc.

Communication Services
-8.79K
- 12.48%
$175.16 - $255.24 $1.54M - $2.24M
61.6K $15M
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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