Long-term investor
Walter & Keenan Wealth Management LLC /In/ /Adv @walterkeenanwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000752365).
Record
- Tracked since 2025-06-30 (450 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +12.8% · 1 year n/a · all +16.3%
- Max drawdown n/a · win rate 56% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.4% · long · since 2025-06-30
- LLY · 6.3% · long · since 2025-06-30
- 02079K107 · 5.0% · long · since 2025-06-30
- 922908769 · 3.6% · long · since 2025-06-30
- MSFT · 3.3% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- BRK-B · 2.9% · long · since 2025-06-30
- 922908363 · 2.9% · long · since 2025-06-30
- CSCO · 2.7% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- 921908844 · 2.6% · long · since 2025-06-30
- 808524102 · 2.4% · long · since 2025-06-30