Walter & Keenan Wealth Management LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $340 Million distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.5M, Apple Inc. with a value of $18.6M, Eli Lilly & CO with a value of $17.4M, Jpmorgan Chase & CO with a value of $12.5M, and Alphabet Inc. with a value of $12.5M.
Examining the 13F form we can see an increase of $10M in the current position value, from $330M to 340M.
Below you can find more details about Walter & Keenan Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$340 Million
ETFs: $77.3 Million
Technology: $72.3 Million
Financial Services: $63.4 Million
Healthcare: $42.6 Million
Communication Services: $24.5 Million
Consumer Defensive: $23.8 Million
Industrials: $13.6 Million
Consumer Cyclical: $11.5 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
