Walter & Keenan Wealth Management LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $304 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $20.1M, Apple Inc. with a value of $16.2M, Microsoft Corp with a value of $16M, Alphabet Inc. with a value of $11.1M, and Berkshire Hathaway Inc Class B with a value of $9.81M.
Examining the 13F form we can see an increase of $25.3M in the current position value, from $279M to 304M.
Below you can find more details about Walter & Keenan Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$304 Million
Technology: $58.4 Million
Financial Services: $54.3 Million
ETFs: $52.5 Million
Healthcare: $52.5 Million
Communication Services: $27.2 Million
Consumer Defensive: $21.2 Million
Industrials: $15.5 Million
Consumer Cyclical: $10.5 Million
Other: $11.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions