Baker Tilly Financial
Latest statistics and disclosures from Baker Tilly Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IJH, NVDA, MSFT, QQQ, and represent 21.74% of Baker Tilly Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$6.0M), PVAL, VIG, ITOT, VOO, JMUB, VUG, BRK.B, DFAC, CWI.
- Started 17 new stock positions in IVE, CWI, IVW, VV, EFA, VIG, IEFA, DFAX, SGOV, ITM. DFAC, AJG, MUB, IWD, LUV, SPSB, VTV.
- Reduced shares in these 10 stocks: APO, SPY, UPS, MCHP, CVS, RYAN, SBAC, AMT, KVUE, CP.
- Sold out of its positions in GOLD, CVS, CP, HSY, IDXX, EFG, HDV, QUAL, KVUE, LEN. MCHP, RYAN, SBAC, UPS.
- Baker Tilly Wealth Management was a net buyer of stock by $25M.
- Baker Tilly Wealth Management has $255M in assets under management (AUM), dropping by 12.84%.
- Central Index Key (CIK): 0001840565
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Portfolio Holdings for Baker Tilly Wealth Management
Baker Tilly Wealth Management holds 237 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.7 | $25M | +7% | 46k | 538.81 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.4 | $8.7M | -2% | 140k | 62.31 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $7.9M | 59k | 134.29 |
|
|
| Microsoft Corporation (MSFT) | 2.9 | $7.4M | 18k | 421.51 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $6.6M | 13k | 511.21 |
|
|
| Apple (AAPL) | 2.5 | $6.4M | +3% | 25k | 250.42 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.3 | $6.0M | NEW | 35k | 169.30 |
|
| Amazon (AMZN) | 2.3 | $5.9M | 27k | 219.39 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $4.9M | +32% | 11k | 453.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $4.9M | 20k | 242.13 |
|
|
| Tesla Motors (TSLA) | 1.8 | $4.7M | +5% | 12k | 403.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $4.6M | +4% | 24k | 189.30 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.8 | $4.5M | +44% | 91k | 50.15 |
|
| Meta Platforms Cl A (META) | 1.8 | $4.5M | +5% | 7.7k | 585.49 |
|
| Visa Com Cl A (V) | 1.5 | $3.8M | +5% | 12k | 316.03 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 1.3 | $3.4M | +775% | 91k | 37.12 |
|
| Oracle Corporation (ORCL) | 1.3 | $3.3M | +7% | 20k | 166.64 |
|
| Netflix (NFLX) | 1.2 | $3.0M | +5% | 3.4k | 891.32 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $2.7M | +4% | 53k | 51.99 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.7M | +4% | 11k | 239.70 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $2.6M | NEW | 13k | 195.83 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.0 | $2.5M | +6% | 28k | 87.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.3M | -5% | 3.8k | 588.65 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.1M | +3% | 11k | 190.44 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.8 | $2.0M | 2.0M | 1.00 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $2.0M | +706% | 15k | 128.62 |
|
| Boeing Company (BA) | 0.8 | $1.9M | -3% | 11k | 177.00 |
|
| Broadcom (AVGO) | 0.7 | $1.9M | +2% | 8.2k | 231.84 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $1.8M | +215% | 4.5k | 410.44 |
|
| Walt Disney Company (DIS) | 0.6 | $1.6M | +7% | 15k | 111.35 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $1.6M | +7% | 22k | 75.63 |
|
| Shopify Cl A (SHOP) | 0.6 | $1.5M | +3% | 14k | 106.33 |
|
| Williams Companies (WMB) | 0.6 | $1.5M | -10% | 28k | 54.12 |
|
| Vulcan Materials Company (VMC) | 0.6 | $1.5M | +12% | 5.7k | 257.22 |
|
| Autodesk (ADSK) | 0.6 | $1.4M | +2% | 4.8k | 295.57 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $1.4M | +31% | 5.4k | 264.11 |
|
| salesforce (CRM) | 0.6 | $1.4M | +5% | 4.2k | 334.34 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.4M | 8.3k | 167.65 |
|
|
| Home Depot (HD) | 0.5 | $1.3M | -3% | 3.3k | 388.94 |
|
| Sempra Energy (SRE) | 0.5 | $1.3M | +10% | 15k | 87.72 |
|
| Enbridge (ENB) | 0.5 | $1.2M | +9% | 29k | 42.43 |
|
| Hilton Worldwide Holdings (HLT) | 0.5 | $1.2M | +4% | 5.0k | 247.17 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | -5% | 11k | 107.57 |
|
| Merck & Co (MRK) | 0.4 | $1.1M | -12% | 11k | 99.48 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $1.1M | -2% | 22k | 50.37 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | +6% | 9.7k | 115.72 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.1M | +164% | 40k | 27.32 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.1M | +20% | 1.4k | 771.99 |
|
| Metropcs Communications (TMUS) | 0.4 | $1.0M | +10% | 4.7k | 220.73 |
|
| Coca-Cola Company (KO) | 0.4 | $1.0M | -2% | 17k | 62.26 |
|
| MetLife (MET) | 0.4 | $1.0M | +34% | 13k | 81.88 |
|
| Becton, Dickinson and (BDX) | 0.4 | $993k | -5% | 4.4k | 226.86 |
|
| Travelers Companies (TRV) | 0.4 | $987k | +9% | 4.1k | 240.86 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $971k | 24k | 40.92 |
|
|
| Linde SHS (LIN) | 0.4 | $967k | -10% | 2.3k | 418.74 |
|
| Union Pacific Corporation (UNP) | 0.4 | $959k | +18% | 4.2k | 228.07 |
|
| Starbucks Corporation (SBUX) | 0.4 | $925k | -5% | 10k | 91.25 |
|
| Apollo Global Mgmt (APO) | 0.4 | $923k | -30% | 5.6k | 165.16 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $920k | -16% | 18k | 51.14 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $919k | -8% | 13k | 68.94 |
|
| Monster Beverage Corp (MNST) | 0.4 | $917k | +6% | 18k | 52.56 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $910k | -11% | 3.7k | 246.21 |
|
| Qualcomm (QCOM) | 0.4 | $905k | -12% | 5.9k | 153.63 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $893k | 39k | 22.98 |
|
|
| Kkr & Co (KKR) | 0.3 | $871k | 5.9k | 147.90 |
|
|
| TransDigm Group Incorporated (TDG) | 0.3 | $863k | +16% | 681.00 | 1267.28 |
|
| Capital One Financial (COF) | 0.3 | $860k | +11% | 4.8k | 178.32 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $854k | -3% | 25k | 34.13 |
|
| O'reilly Automotive (ORLY) | 0.3 | $851k | +3% | 718.00 | 1185.80 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $843k | NEW | 24k | 34.59 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $841k | +6% | 11k | 80.27 |
|
| Johnson & Johnson (JNJ) | 0.3 | $836k | -10% | 5.8k | 144.61 |
|
| Bank of America Corporation (BAC) | 0.3 | $818k | +3% | 19k | 43.95 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $809k | -2% | 1.6k | 520.25 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $801k | 4.3k | 186.08 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $788k | +139% | 2.0k | 401.58 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $785k | -20% | 21k | 37.53 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $776k | 14k | 55.66 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $775k | 22k | 35.48 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $774k | -2% | 14k | 57.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $764k | -17% | 1.9k | 402.70 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $724k | -18% | 8.4k | 86.02 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $714k | NEW | 26k | 27.94 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $712k | 1.4k | 526.67 |
|
|
| AvalonBay Communities (AVB) | 0.3 | $702k | +10% | 3.2k | 220.00 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $699k | +24% | 3.7k | 187.51 |
|
| Abbvie (ABBV) | 0.3 | $691k | +2% | 3.9k | 177.71 |
|
| Waste Management (WM) | 0.3 | $683k | +9% | 3.4k | 201.77 |
|
| Air Products & Chemicals (APD) | 0.3 | $672k | +7% | 2.3k | 290.06 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $658k | +46% | 1.4k | 469.23 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $655k | +7% | 1.3k | 521.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $655k | -10% | 1.9k | 351.79 |
|
| Unilever Spon Adr New (UL) | 0.3 | $650k | +218% | 12k | 56.70 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $644k | 4.9k | 132.10 |
|
|
| Haleon Spon Ads (HLN) | 0.3 | $643k | +13% | 67k | 9.54 |
|
| Brown & Brown (BRO) | 0.2 | $633k | 6.2k | 102.03 |
|
|
| Msci (MSCI) | 0.2 | $627k | +5% | 1.0k | 600.06 |
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| Chevron Corporation (CVX) | 0.2 | $622k | -5% | 4.3k | 144.84 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $620k | +14% | 9.5k | 65.52 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $618k | +14% | 16k | 38.08 |
|
| FactSet Research Systems (FDS) | 0.2 | $613k | +6% | 1.3k | 480.34 |
|
| UnitedHealth (UNH) | 0.2 | $613k | -11% | 1.2k | 505.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $609k | +197% | 27k | 22.70 |
|
| Workday Cl A (WDAY) | 0.2 | $581k | +5% | 2.3k | 258.03 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $557k | -6% | 1.9k | 289.81 |
|
| CoStar (CSGP) | 0.2 | $557k | +18% | 7.8k | 71.59 |
|
| American Intl Group Com New (AIG) | 0.2 | $550k | -3% | 7.6k | 72.80 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $550k | NEW | 5.2k | 106.55 |
|
| Cisco Systems (CSCO) | 0.2 | $548k | -13% | 9.3k | 59.20 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $544k | NEW | 7.2k | 75.61 |
|
| Verizon Communications (VZ) | 0.2 | $536k | -12% | 13k | 39.99 |
|
| American Tower Reit (AMT) | 0.2 | $535k | -32% | 2.9k | 183.43 |
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| Gartner (IT) | 0.2 | $523k | -5% | 1.1k | 484.47 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $518k | +16% | 260.00 | 1990.93 |
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| Gilead Sciences (GILD) | 0.2 | $515k | -11% | 5.6k | 92.36 |
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| Wells Fargo & Company (WFC) | 0.2 | $512k | -15% | 7.3k | 70.24 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.2 | $494k | -9% | 23k | 21.55 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $489k | +10% | 2.8k | 177.05 |
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| SEI Investments Company (SEIC) | 0.2 | $487k | +6% | 5.9k | 82.48 |
|
| Block Cl A (SQ) | 0.2 | $479k | +4% | 5.6k | 84.99 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $477k | -5% | 1.1k | 444.68 |
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| Diageo Spon Adr New (DEO) | 0.2 | $475k | -2% | 3.7k | 127.14 |
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| Caterpillar (CAT) | 0.2 | $469k | +18% | 1.3k | 362.76 |
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| General Motors Company (GM) | 0.2 | $462k | -4% | 8.7k | 53.27 |
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| Philip Morris International (PM) | 0.2 | $461k | +3% | 3.8k | 120.34 |
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| Markel Corporation (MKL) | 0.2 | $456k | +7% | 264.00 | 1726.23 |
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| Abbott Laboratories (ABT) | 0.2 | $455k | 4.0k | 113.12 |
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| Roper Industries (ROP) | 0.2 | $453k | 872.00 | 519.89 |
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| EQT Corporation (EQT) | 0.2 | $453k | +44% | 9.8k | 46.11 |
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| Lowe's Companies (LOW) | 0.2 | $449k | 1.8k | 246.80 |
|
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| Martin Marietta Materials (MLM) | 0.2 | $444k | +20% | 859.00 | 516.53 |
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| Wal-Mart Stores (WMT) | 0.2 | $441k | -2% | 4.9k | 90.35 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $439k | -8% | 10k | 42.61 |
|
| Yum! Brands (YUM) | 0.2 | $437k | -2% | 3.3k | 134.15 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $436k | NEW | 4.3k | 101.53 |
|
| Live Nation Entertainment (LYV) | 0.2 | $434k | +7% | 3.4k | 129.50 |
|
| Servicenow (NOW) | 0.2 | $427k | -33% | 403.00 | 1060.12 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $424k | NEW | 6.0k | 70.28 |
|
| Public Storage (PSA) | 0.2 | $422k | 1.4k | 299.40 |
|
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| Paypal Holdings (PYPL) | 0.2 | $421k | +6% | 4.9k | 85.35 |
|
| Ge Aerospace Com New (GE) | 0.2 | $410k | +7% | 2.5k | 166.80 |
|
| Vicor Corporation (VICR) | 0.2 | $410k | 8.5k | 48.32 |
|
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| Copart (CPRT) | 0.2 | $409k | 7.1k | 57.39 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $408k | -25% | 4.5k | 90.36 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $405k | NEW | 16k | 24.86 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $403k | -2% | 3.6k | 110.77 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.2 | $403k | +15% | 12k | 33.33 |
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| BlackRock | 0.2 | $393k | 383.00 | 1025.11 |
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| Nike CL B (NKE) | 0.2 | $391k | +2% | 5.2k | 75.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $387k | 1.6k | 240.28 |
|
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| DTE Energy Company (DTE) | 0.2 | $387k | +10% | 3.2k | 120.75 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $385k | -22% | 10k | 38.37 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $385k | +41% | 8.6k | 44.92 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $380k | +296% | 14k | 27.87 |
|
| Citigroup Com New (C) | 0.1 | $376k | +4% | 5.3k | 70.38 |
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $375k | +20% | 9.4k | 40.01 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $372k | 39k | 9.65 |
|
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $371k | 3.9k | 95.47 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $368k | 3.8k | 97.31 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $366k | -30% | 514.00 | 712.33 |
|
| Planet Fitness Cl A (PLNT) | 0.1 | $365k | 3.7k | 98.87 |
|
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| Edison International (EIX) | 0.1 | $364k | -4% | 4.6k | 79.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $362k | -50% | 618.00 | 586.05 |
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| Cbre Group Cl A (CBRE) | 0.1 | $362k | 2.8k | 131.29 |
|
|
| International Business Machines (IBM) | 0.1 | $360k | -3% | 1.6k | 219.85 |
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| Automatic Data Processing (ADP) | 0.1 | $359k | 1.2k | 292.73 |
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| Cigna Corp (CI) | 0.1 | $354k | -13% | 1.3k | 276.15 |
|
| Illumina (ILMN) | 0.1 | $352k | -2% | 2.6k | 133.63 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $347k | +5% | 5.9k | 58.93 |
|
| American Water Works (AWK) | 0.1 | $344k | +3% | 2.8k | 124.49 |
|
| Epam Systems (EPAM) | 0.1 | $343k | +4% | 1.5k | 233.82 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $342k | +2% | 6.0k | 56.56 |
|
| Zoetis Cl A (ZTS) | 0.1 | $339k | +20% | 2.1k | 162.93 |
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| PG&E Corporation (PCG) | 0.1 | $330k | +4% | 16k | 20.18 |
|
| ConocoPhillips (COP) | 0.1 | $329k | +2% | 3.3k | 99.17 |
|
| Pepsi (PEP) | 0.1 | $326k | -13% | 2.1k | 152.03 |
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| Domino's Pizza (DPZ) | 0.1 | $325k | 773.00 | 419.85 |
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| CarMax (KMX) | 0.1 | $325k | +6% | 4.0k | 81.76 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $324k | +7% | 3.5k | 92.35 |
|
| Corning Incorporated (GLW) | 0.1 | $321k | +4% | 6.7k | 47.52 |
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| Morgan Stanley Com New (MS) | 0.1 | $319k | +5% | 2.5k | 125.72 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $318k | +22% | 1.5k | 210.25 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $316k | -41% | 2.5k | 128.83 |
|
| McDonald's Corporation (MCD) | 0.1 | $311k | -26% | 1.1k | 289.89 |
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| EXACT Sciences Corporation (EXAS) | 0.1 | $308k | 5.5k | 56.19 |
|
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| Ametek (AME) | 0.1 | $303k | 1.7k | 180.26 |
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| PPG Industries (PPG) | 0.1 | $302k | -4% | 2.5k | 119.47 |
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| PNC Financial Services (PNC) | 0.1 | $301k | 1.6k | 192.86 |
|
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $300k | NEW | 3.0k | 100.32 |
|
| Verisk Analytics (VRSK) | 0.1 | $296k | 1.1k | 275.44 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $290k | NEW | 1.6k | 185.13 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $290k | NEW | 1.5k | 190.88 |
|
| W.W. Grainger (GWW) | 0.1 | $286k | -11% | 271.00 | 1054.05 |
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| Oneok (OKE) | 0.1 | $284k | 2.8k | 100.40 |
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| Costco Wholesale Corporation (COST) | 0.1 | $279k | -2% | 304.00 | 916.30 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $276k | NEW | 6.0k | 46.10 |
|
| Deere & Company (DE) | 0.1 | $269k | +9% | 635.00 | 423.77 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $268k | +5% | 3.4k | 77.89 |
|
| Ameriprise Financial (AMP) | 0.1 | $265k | -3% | 497.00 | 532.47 |
|
| FirstEnergy (FE) | 0.1 | $264k | -10% | 6.6k | 39.78 |
|
| Progressive Corporation (PGR) | 0.1 | $264k | +2% | 1.1k | 239.62 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $263k | -14% | 1.9k | 139.50 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $260k | NEW | 965.00 | 269.70 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $258k | +6% | 2.8k | 92.66 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $258k | -27% | 1.3k | 197.49 |
|
| CSX Corporation (CSX) | 0.1 | $257k | +4% | 8.0k | 32.27 |
|
| Tyler Technologies (TYL) | 0.1 | $254k | -6% | 440.00 | 576.64 |
|
| Trane Technologies SHS (TT) | 0.1 | $249k | 675.00 | 369.35 |
|
|
| Technipfmc (FTI) | 0.1 | $248k | +4% | 8.6k | 28.94 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $246k | +4% | 2.9k | 84.79 |
|
| Applied Materials (AMAT) | 0.1 | $237k | -15% | 1.5k | 162.63 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $236k | -2% | 1.8k | 131.41 |
|
| Moody's Corporation (MCO) | 0.1 | $235k | +4% | 496.00 | 473.41 |
|
| Morningstar (MORN) | 0.1 | $234k | 696.00 | 336.76 |
|
|
| Medtronic SHS (MDT) | 0.1 | $233k | -20% | 2.9k | 79.88 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $229k | -37% | 4.0k | 57.27 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $228k | +393% | 11k | 21.16 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $225k | NEW | 7.5k | 29.86 |
|
| Uber Technologies (UBER) | 0.1 | $222k | -2% | 3.7k | 60.32 |
|
| Amgen (AMGN) | 0.1 | $219k | 841.00 | 260.64 |
|
|
| American Express Company (AXP) | 0.1 | $218k | 736.00 | 296.79 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $218k | 314.00 | 693.08 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $217k | -44% | 8.3k | 26.19 |
|
| Republic Services (RSG) | 0.1 | $216k | +2% | 1.1k | 201.18 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $216k | -23% | 1.8k | 117.68 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $216k | NEW | 761.00 | 283.85 |
|
| AFLAC Incorporated (AFL) | 0.1 | $213k | 2.1k | 103.44 |
|
|
| Danaher Corporation (DHR) | 0.1 | $209k | 912.00 | 229.55 |
|
|
| Definitive Healthcare Corp Class A Com (DH) | 0.1 | $207k | -15% | 50k | 4.11 |
|
| Southwest Airlines (LUV) | 0.1 | $205k | NEW | 6.1k | 33.62 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $202k | 6.0k | 33.91 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $201k | 423.00 | 473.89 |
|
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $169k | +6% | 14k | 11.73 |
|
| AES Corporation (AES) | 0.1 | $167k | -27% | 13k | 12.87 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $104k | 11k | 9.72 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $104k | 38k | 2.72 |
|
|
| One Stop Systems (OSS) | 0.0 | $67k | 20k | 3.35 |
|
Past Filings by Baker Tilly Wealth Management
SEC 13F filings are viewable for Baker Tilly Wealth Management going back to 2020
- Baker Tilly Wealth Management 2024 Q4 filed Jan. 10, 2025
- Baker Tilly Wealth Management 2024 Q3 filed Oct. 24, 2024
- Baker Tilly Wealth Management 2024 Q2 filed July 18, 2024
- Baker Tilly Wealth Management 2024 Q1 filed May 9, 2024
- Baker Tilly Wealth Management 2023 Q4 filed Jan. 10, 2024
- Baker Tilly Wealth Management 2023 Q3 filed Oct. 10, 2023
- Baker Tilly Wealth Management 2023 Q2 filed July 20, 2023
- Baker Tilly Wealth Management 2023 Q1 filed April 12, 2023
- Baker Tilly Wealth Management 2022 Q4 filed Jan. 26, 2023
- Baker Tilly Wealth Management 2022 Q3 filed Oct. 20, 2022
- Baker Tilly Wealth Management 2022 Q2 filed July 28, 2022
- Baker Tilly Wealth Management 2022 Q1 filed April 27, 2022
- Baker Tilly Wealth Management 2021 Q4 filed Feb. 8, 2022
- Baker Tilly Wealth Management 2021 Q3 filed Nov. 2, 2021
- Baker Tilly Wealth Management 2021 Q2 filed July 30, 2021
- Baker Tilly Wealth Management 2021 Q1 filed April 28, 2021