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Walter & Keenan Wealth Management LLC

Q1 2020 Holdings

Filed 2020-04-14 | 109 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Microsoft Corp(MSFT)COM594918104$11.1K72,7330.3%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$12.3K470.3%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$13.6K200,2930.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$14.0K56,8960.3%
Amazon COM Inc(AMZN)COM023135106$15.1K7,8970.3%
Apple(AAPL)COM037833100$15.3K63,5240.3%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$23.3K132,2610.5%
Danaher Corp del(DHR)COM235851102$33.9K263,1880.8%
Costco Whsl Corp New(COST)COM22160K105$4.1M14,39194.3%
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