Walter & Keenan Wealth Management LLC Incresed Positions in Q2 2025

Walter & Keenan Wealth Management LLC

  • $340 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1K
+ 2.61%
$354.56 - $497.45 $355K - $497K
39.3K $19.5M
VTI
Vanguard Total Stock Market Et

ETFs
6.76K
+ 30.57%
$243.75 - $303.93 $1.65M - $2.05M
28.9K $8.78M
NVDA
Nvidia Corp

Technology
3.48K
+ 10.91%
$94.31 - $157.99 $329K - $550K
35.4K $5.6M
ORCL
Oracle Corp

Technology
506
+ 3.36%
$122.82 - $218.63 $62.1K - $111K
15.5K $3.4M
PLTR
Palantir Technologies Inc.

Technology
718
+ 3.67%
$74.01 - $144.25 $53.1K - $104K
20.3K $2.76M
AMZN
Amazon Com Inc

Consumer Cyclical
3.1K
+ 22.73%
$167.32 - $223.3 $519K - $692K
16.7K $3.67M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 1.19%
$81.79 - $99.98 $85.1K - $104K
88.8K $8.68M
META
Meta Platforms, Inc.

Communication Services
561
+ 19.84%
$484.66 - $738.09 $272K - $414K
3.39K $2.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
107
+ 0.03%
$19.1 - $23.83 $2.04K - $2.55K
317K $7.57M
AVGO
Broadcom Inc.

Technology
1.39K
+ 49.15%
$146.29 - $275.65 $203K - $383K
4.22K $1.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.95K
+ 24.81%
$52.31 - $63.72 $364K - $443K
35K $2.23M
TSLA
Tesla, Inc.

Consumer Cyclical
933
+ 76.66%
$221.86 - $362.89 $207K - $339K
2.15K $682K
APH
Amphenol Corp

Technology
1.13K
+ 16.06%
$59.09 - $98.75 $66.8K - $112K
8.18K $807K
WFC
Wells Fargo & Company

Financial Services
686
+ 2.57%
$60.98 - $80.12 $41.8K - $55K
27.3K $2.19M
SRCE
1 St Source Corp

Financial Services
3.88K
+ 50.6%
$53.28 - $62.88 $207K - $244K
11.6K $717K
V
Visa Inc.

Financial Services
442
+ 2.36%
$308.27 - $373.31 $136K - $165K
19.2K $6.82M
KKR
Kkr & Co. Inc.

Financial Services
3
+ 0.02%
$92.79 - $134.29 $278 - $403
13.3K $1.77M
COST
Costco Wholesale Corp

Consumer Defensive
121
+ 4.86%
$908.13 - $1056.85 $110K - $128K
2.61K $2.58M
SCHW
Schwab Charles Corp

Financial Services
489
+ 3.51%
$69.06 - $91.24 $33.8K - $44.6K
14.4K $1.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
526
+ 0.65%
$17.76 - $22.1 $9.34K - $11.6K
82K $1.81M
MA
Mastercard Inc

Financial Services
277
+ 12.26%
$479.92 - $590.74 $133K - $164K
2.54K $1.43M
DLR
Digital Realty Trust, Inc.

Real Estate
131
+ 2.71%
$136.11 - $177.69 $17.8K - $23.3K
4.96K $864K
CAT
Caterpillar Inc

Industrials
103
+ 5.46%
$273.94 - $388.21 $28.2K - $40K
1.99K $772K
BX
Blackstone Inc.

Financial Services
269
+ 2.57%
$120.07 - $151.11 $32.3K - $40.6K
10.7K $1.61M
U
Unity Software Inc.

Technology
294
+ 1.08%
$16.75 - $26.24 $4.92K - $7.71K
27.5K $664K
KMI
Kinder Morgan, Inc.

Energy
3.44K
+ 11.03%
$25.21 - $29.4 $86.8K - $101K
34.7K $1.02M
MCO
Moodys Corp

Financial Services
130
+ 7.34%
$396.7 - $501.59 $51.6K - $65.2K
1.9K $953K
VEEV
Veeva Systems Inc

Healthcare
15
+ 0.76%
$209.39 - $289.94 $3.14K - $4.35K
1.98K $569K
XPO
Xpo Logistics, Inc.

Industrials
44
+ 0.85%
$91.46 - $128.1 $4.02K - $5.64K
5.19K $655K
BAC
Bank Of America Corp

Financial Services
1.26K
+ 16.81%
$34.39 - $47.46 $43.4K - $59.8K
8.76K $414K
DFAI
Dimensional ETF Tr

ETFs
658
+ 3.08%
$28.02 - $34.71 $18.4K - $22.8K
22.1K $762K
T
At&T Inc.

Communication Services
2.79K
+ 18.14%
$26.33 - $28.94 $73.3K - $80.6K
18.1K $524K
ISRG
Intuitive Surgical Inc

Healthcare
110
+ 18.06%
$451.58 - $565.94 $49.7K - $62.3K
719 $390K
TXN
Texas Instruments Inc

Technology
420
+ 3.17%
N/A
13.7K $2.66M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.07%
$498.8 - $620.9 $499 - $621
1.37K $850K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.78K
+ 2.52%
$51.14 - $57.0 $90.8K - $101K
72.3K $4.11M
EMR
Emerson Electric CO

Industrials
136
+ 6.82%
$94.15 - $133.33 $12.8K - $18.1K
2.13K $284K
PYPL
Pay Pal Holdings, Inc.

Financial Services
444
+ 14.3%
$57.41 - $74.81 $25.5K - $33.2K
3.55K $263K
GXO
Gxo Logistics, Inc.

Industrials
168
+ 3.11%
$31.53 - $49.1 $5.3K - $8.25K
5.56K $270K
VIG
Vanguard Dividend Appreciation

ETFs
293
+ 0.76%
N/A
38.8K $7.07M
DFAE
Dimensional ETF Tr

ETFs
99
+ 0.77%
$22.87 - $28.95 $2.26K - $2.87K
12.9K $373K
ICE
Intercontinental Exchange, Inc.

Financial Services
39
+ 1.31%
$151.62 - $183.47 $5.91K - $7.16K
3.02K $554K
WELL
Welltower Inc.

Real Estate
248
+ 13.85%
$136.49 - $155.22 $33.8K - $38.5K
2.04K $313K
CVS
Cvs Health Corp

Healthcare
415
+ 11.26%
$60.04 - $70.18 $24.9K - $29.1K
4.1K $282K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 0.02%
$24.38 - $30.18 $48.8 - $60.4
8.85K $266K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.02%
$39.89 - $49.46 $39.9 - $49.5
4.73K $233K
CL
Colgate Palmolive CO

Consumer Defensive
288
+ 12.04%
$87.57 - $96.0 $25.2K - $27.6K
2.68K $243K
NOC
Northrop Grumman Corp

Industrials
50
+ 8.5%
$456.3 - $540.39 $22.8K - $27K
638 $318K
WM
Waste Management Inc

Industrials
113
+ 3.37%
$216.47 - $242.1 $24.5K - $27.4K
3.46K $792K
Activity Summary
Buys All Purchases 81 New Holdings 14 Increased Positions 67 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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