Walter & Keenan Wealth Management LLC Incresed Positions in Q1 2025

Walter & Keenan Wealth Management LLC

  • $330 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.8K
+ 316.15%
$271.18 - $303.12 $4.56M - $5.09M
22.1K $6.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
186
+ 0.8%
$442.66 - $534.52 $82.3K - $99.4K
23.3K $12.4M
LLY
Eli Lilly & CO

Healthcare
15
+ 0.06%
$725.72 - $929.72 $10.9K - $13.9K
24.6K $20.3M
JNJ
Johnson & Johnson

Healthcare
435
+ 1.03%
$142.06 - $167.7 $61.8K - $72.9K
42.5K $7.05M
ABBV
Abb Vie Inc.

Healthcare
241
+ 0.9%
$169.2 - $216.66 $40.8K - $52.2K
27.1K $5.67M
V
Visa Inc.

Financial Services
249
+ 1.34%
$306.92 - $362.71 $76.4K - $90.3K
18.8K $6.58M
AMGN
Amgen Inc

Healthcare
93
+ 0.95%
$258.59 - $327.36 $24K - $30.4K
9.93K $3.09M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.02%
$114.1 - $135.66 $685 - $814
29K $3.84M
KO
Coca Cola CO

Consumer Defensive
705
+ 1.76%
$60.81 - $72.32 $42.9K - $51K
40.7K $2.92M
XOM
Exxon Mobil Corp

Energy
711
+ 2.65%
$105.44 - $118.93 $75K - $84.6K
27.5K $3.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.82K
+ 9.0%
$56.17 - $59.71 $327K - $348K
70.5K $4.03M
MDT
Medtronic PLC

Healthcare
280
+ 1.01%
$79.84 - $94.5 $22.4K - $26.5K
28K $2.52M
CSCO
Cisco Systems, Inc.

Technology
448
+ 0.46%
$58.74 - $64.87 $26.3K - $29.1K
98K $6.05M
JPM
Jpmorgan Chase & CO

Financial Services
98
+ 0.22%
$225.19 - $279.95 $22.1K - $27.4K
44.6K $10.9M
VIG
Vanguard Dividend Appreciation

ETFs
1.39K
+ 3.75%
N/A
38.5K $7.01M
ABT
Abbott Laboratories

Healthcare
345
+ 3.57%
$111.1 - $140.22 $38.3K - $48.4K
10K $1.33M
CVX
Chevron Corp

Energy
295
+ 3.68%
$146.71 - $167.97 $43.3K - $49.6K
8.31K $1.39M
META
Meta Platforms, Inc.

Communication Services
407
+ 16.81%
$576.36 - $736.67 $235K - $300K
2.83K $1.63M
PLTR
Palantir Technologies Inc.

Technology
214
+ 1.11%
$64.98 - $124.62 $13.9K - $26.7K
19.6K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
410
+ 1.2%
$158.56 - $176.26 $65K - $72.3K
34.6K $5.9M
AEP
American Electric Power CO Inc

Utilities
184
+ 2.24%
$90.32 - $109.27 $16.6K - $20.1K
8.42K $919K
IBM
International Business Machines Corp

Technology
196
+ 5.61%
$217.4 - $264.74 $42.6K - $51.9K
3.69K $917K
UNH
Unitedhealth Group Inc

Healthcare
155
+ 4.33%
$461.52 - $548.18 $71.5K - $85K
3.73K $1.95M
MA
Mastercard Inc

Financial Services
180
+ 8.66%
$504.67 - $576.31 $90.8K - $104K
2.26K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 3.06%
$890.62 - $1076.86 $65.9K - $79.7K
2.49K $2.35M
MO
Altria Group, Inc.

Consumer Defensive
396
+ 2.68%
$50.81 - $60.02 $20.1K - $23.8K
15.2K $909K
MMM
3 M CO

Industrials
112
+ 1.64%
$129.7 - $155.12 $14.5K - $17.4K
6.93K $1.02M
CB
Chubb LTD

Financial Services
98
+ 2.46%
$257.71 - $301.99 $25.3K - $29.6K
4.08K $1.23M
SO
Southern CO

Utilities
292
+ 2.71%
$80.96 - $92.96 $23.6K - $27.1K
11.1K $1.02M
MCD
Mcdonalds Corp

Consumer Cyclical
150
+ 4.2%
$279.74 - $321.29 $42K - $48.2K
3.72K $1.16M
SSNC
Ss&C Technologies Holdings Inc

Technology
58
+ 0.39%
$74.75 - $89.13 $4.34K - $5.17K
15.1K $1.26M
WM
Waste Management Inc

Industrials
87
+ 2.67%
$200.54 - $233.78 $17.4K - $20.3K
3.35K $775K
T
At&T Inc.

Communication Services
1.37K
+ 9.83%
$21.56 - $28.28 $29.6K - $38.9K
15.4K $434K
ETX
Eaton Vance Municipal Income 2028 Term Trust

Financial Services
5.04K
+ 14.05%
$17.64 - $18.41 $88.8K - $92.7K
40.9K $746K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
117
+ 4.82%
$208.48 - $244.03 $24.4K - $28.6K
2.54K $620K
ICE
Intercontinental Exchange, Inc.

Financial Services
145
+ 5.11%
$142.8 - $176.36 $20.7K - $25.6K
2.99K $514K
WFC
Wells Fargo & Company

Financial Services
602
+ 2.31%
$66.78 - $81.42 $40.2K - $49K
26.7K $1.91M
VT
Vanguard Total World Stk Index

ETFs
1.36K
+ 2.45%
$115.08 - $123.97 $156K - $168K
56.8K $6.58M
WELL
Welltower Inc.

Real Estate
160
+ 9.81%
$124.05 - $156.86 $19.8K - $25.1K
1.79K $274K
INTC
Intel Corp

Technology
140
+ 0.58%
$19.1 - $27.39 $2.67K - $3.83K
24.4K $554K
DUK
Duke Energy Corp

Utilities
175
+ 6.01%
$105.87 - $121.97 $18.5K - $21.3K
3.09K $376K
SBUX
Starbucks Corp

Consumer Cyclical
231
+ 4.02%
$91.75 - $115.81 $21.2K - $26.8K
5.98K $586K
SCHW
Schwab Charles Corp

Financial Services
31
+ 0.22%
$71.24 - $83.64 $2.21K - $2.59K
13.9K $1.09M
DFAI
Dimensional ETF Tr

ETFs
638
+ 3.07%
$28.88 - $32.4 $18.4K - $20.7K
21.4K $668K
TSLA
Tesla, Inc.

Consumer Cyclical
583
+ 91.96%
$222.15 - $428.22 $130K - $250K
1.22K $315K
MDLZ
Mondelez International, Inc.

Consumer Defensive
325
+ 8.78%
$56.12 - $68.15 $18.2K - $22.1K
4.03K $273K
VEEV
Veeva Systems Inc

Healthcare
36
+ 1.87%
$210.58 - $246.8 $7.58K - $8.88K
1.96K $454K
KMI
Kinder Morgan, Inc.

Energy
471
+ 1.53%
$26.1 - $31.22 $12.3K - $14.7K
31.2K $890K
BMY
Bristol Myers Squibb CO

Healthcare
115
+ 1.25%
$53.9 - $63.11 $6.2K - $7.26K
9.34K $569K
Activity Summary
Buys All Purchases 108 New Holdings 3 Increased Positions 105 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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