Walter & Keenan Wealth Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.2M, Microsoft Corp with a value of $20M, Eli Lilly & CO with a value of $17.2M, Alphabet Inc. with a value of $15M, and Jpmorgan Chase & CO with a value of $12.6M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $340M to 355M.
Below you can find more details about Walter & Keenan Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$355 Million
ETFs: $85.2 Million
Technology: $78.6 Million
Financial Services: $61.8 Million
Healthcare: $42.5 Million
Communication Services: $28.5 Million
Consumer Defensive: $22.6 Million
Industrials: $14.2 Million
Consumer Cyclical: $11.3 Million
Other: $10.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
