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, MSFT, NVDA, QQQ, and represent 23.13% of Baker Tilly Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JMUB, VOO, AVGO, META, NVDA, ORCL, TSLA, IJH, BA, VMC.
- Started 15 new stock positions in TT, IDXX, BABA, AME, VEEV, EPAM, CWB, LEN, AFL, EQT. CCCS, BBVA, MCO, FWONK, SBAC.
- Reduced shares in these 10 stocks: AAPL, IVV, MSFT, JPST, HDV, NOC, CAT, CGUS, XOM, LOW.
- Sold out of its positions in T, AEM, XHLF, CHRW, CGGR, CGUS, CNC, CHD, CL, STZ.
- Baker Tilly Wealth Management was a net seller of stock by $-31M.
- Baker Tilly Wealth Management has $226M in assets under management (AUM), dropping by -7.57%.
- Central Index Key (CIK): 0001840565
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Portfolio Holdings for Baker Tilly Wealth Management
Baker Tilly Wealth Management holds 234 positions in its portfolio as reported in the September 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) | 10.0 | $23M | +6% | 43k | 527.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.9 | $8.9M | +5% | 143k | 62.32 |
|
| Microsoft Corporation (MSFT) | 3.3 | $7.5M | -15% | 17k | 430.31 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $7.1M | +10% | 59k | 121.44 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $6.2M | -4% | 13k | 488.08 |
|
| Apple (AAPL) | 2.5 | $5.7M | -38% | 25k | 233.00 |
|
| Amazon (AMZN) | 2.2 | $5.0M | -12% | 27k | 186.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.2 | $4.9M | 20k | 243.06 |
|
|
| Meta Platforms Cl A (META) | 1.9 | $4.2M | +20% | 7.3k | 572.40 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $3.8M | -11% | 23k | 165.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $3.8M | -15% | 8.2k | 460.26 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 1.4 | $3.2M | +109% | 63k | 51.27 |
|
| Visa Com Cl A (V) | 1.4 | $3.2M | +2% | 12k | 274.96 |
|
| Oracle Corporation (ORCL) | 1.4 | $3.1M | +19% | 18k | 170.40 |
|
| Tesla Motors (TSLA) | 1.3 | $2.9M | +20% | 11k | 261.63 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $2.6M | -3% | 50k | 52.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $2.3M | -56% | 4.0k | 576.84 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.3M | -13% | 11k | 210.86 |
|
| Netflix (NFLX) | 1.0 | $2.3M | 3.2k | 709.27 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.0 | $2.2M | -19% | 26k | 82.94 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.9 | $2.0M | 2.0M | 1.00 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.8M | -8% | 11k | 167.19 |
|
| Boeing Company (BA) | 0.8 | $1.7M | +29% | 11k | 152.04 |
|
| Merck & Co (MRK) | 0.7 | $1.5M | -7% | 13k | 113.56 |
|
| Procter & Gamble Company (PG) | 0.6 | $1.4M | -4% | 8.3k | 173.20 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.4M | -33% | 12k | 117.22 |
|
| Williams Companies (WMB) | 0.6 | $1.4M | +11% | 31k | 45.65 |
|
| Home Depot (HD) | 0.6 | $1.4M | 3.5k | 405.23 |
|
|
| Broadcom (AVGO) | 0.6 | $1.4M | +813% | 8.0k | 172.50 |
|
| Walt Disney Company (DIS) | 0.6 | $1.3M | -2% | 14k | 96.19 |
|
| Autodesk (ADSK) | 0.6 | $1.3M | +17% | 4.7k | 275.48 |
|
| Vulcan Materials Company (VMC) | 0.6 | $1.3M | +37% | 5.1k | 250.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $1.3M | +2% | 15k | 84.53 |
|
| Linde SHS (LIN) | 0.5 | $1.2M | +17% | 2.6k | 476.90 |
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $1.2M | -21% | 10k | 119.07 |
|
| Coca-Cola Company (KO) | 0.5 | $1.2M | +4% | 17k | 71.86 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $1.2M | -54% | 23k | 50.74 |
|
| Qualcomm (QCOM) | 0.5 | $1.1M | -2% | 6.7k | 170.05 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.5 | $1.1M | +8% | 22k | 52.86 |
|
| Shopify Cl A (SHOP) | 0.5 | $1.1M | +12% | 14k | 80.14 |
|
| Sempra Energy (SRE) | 0.5 | $1.1M | -27% | 13k | 83.63 |
|
| Becton, Dickinson and (BDX) | 0.5 | $1.1M | -9% | 4.6k | 241.11 |
|
| Comcast Corp Cl A (CMCSA) | 0.5 | $1.1M | 26k | 41.77 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.5 | $1.1M | +23% | 4.8k | 230.51 |
|
| Raytheon Technologies Corp (RTX) | 0.5 | $1.1M | -28% | 9.1k | 121.16 |
|
| salesforce (CRM) | 0.5 | $1.1M | -36% | 4.0k | 273.72 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $1.1M | +2% | 4.1k | 263.83 |
|
| Enbridge (ENB) | 0.5 | $1.1M | +15% | 27k | 40.61 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $1.1M | +21% | 2.3k | 465.08 |
|
| Starbucks Corporation (SBUX) | 0.5 | $1.0M | -18% | 11k | 97.49 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | -21% | 6.4k | 162.06 |
|
| American Tower Reit (AMT) | 0.4 | $1.0M | +10% | 4.3k | 232.55 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | -19% | 1.1k | 885.80 |
|
| Apollo Global Mgmt (APO) | 0.4 | $1.0M | +16% | 8.0k | 124.92 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $990k | -6% | 1.6k | 618.58 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.4 | $989k | 24k | 41.69 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.4 | $981k | -26% | 15k | 67.51 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $971k | +3% | 26k | 37.56 |
|
| Sap Se Spon Adr (SAP) | 0.4 | $958k | 4.2k | 229.10 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $901k | 38k | 23.45 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $890k | +33% | 4.3k | 206.34 |
|
| Travelers Companies (TRV) | 0.4 | $877k | +31% | 3.7k | 234.13 |
|
| Union Pacific Corporation (UNP) | 0.4 | $873k | +19% | 3.5k | 246.45 |
|
| Heico Corp Cl A (HEI.A) | 0.4 | $872k | +18% | 4.3k | 203.76 |
|
| Monster Beverage Corp (MNST) | 0.4 | $857k | +28% | 16k | 52.17 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.4 | $832k | 22k | 38.08 |
|
|
| TransDigm Group Incorporated (TDG) | 0.4 | $832k | +14% | 583.00 | 1427.13 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.4 | $823k | 9.8k | 83.75 |
|
|
| UnitedHealth (UNH) | 0.4 | $798k | -33% | 1.4k | 584.68 |
|
| O'reilly Automotive (ORLY) | 0.4 | $796k | +30% | 691.00 | 1151.60 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $776k | 14k | 55.63 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $774k | +22% | 736.00 | 1051.24 |
|
| MetLife (MET) | 0.3 | $767k | -8% | 9.3k | 82.48 |
|
| Kkr & Co (KKR) | 0.3 | $758k | +10% | 5.8k | 130.57 |
|
| Abbvie (ABBV) | 0.3 | $750k | -24% | 3.8k | 197.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $749k | 20k | 37.20 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $735k | -4% | 14k | 53.15 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $735k | -29% | 2.1k | 353.48 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $723k | -19% | 1.3k | 573.96 |
|
| Bank of America Corporation (BAC) | 0.3 | $716k | -37% | 18k | 39.68 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $706k | +22% | 14k | 49.92 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $690k | -17% | 4.9k | 142.04 |
|
| Verizon Communications (VZ) | 0.3 | $685k | -29% | 15k | 44.91 |
|
| Chevron Corporation (CVX) | 0.3 | $671k | -7% | 4.6k | 147.26 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $671k | -36% | 1.4k | 493.89 |
|
| AvalonBay Communities (AVB) | 0.3 | $648k | +34% | 2.9k | 225.24 |
|
| Capital One Financial (COF) | 0.3 | $647k | +42% | 4.3k | 149.72 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $647k | +22% | 8.3k | 77.91 |
|
| Air Products & Chemicals (APD) | 0.3 | $643k | +16% | 2.2k | 297.74 |
|
| Waste Management (WM) | 0.3 | $643k | -14% | 3.1k | 207.63 |
|
| Brown & Brown (BRO) | 0.3 | $639k | +14% | 6.2k | 103.61 |
|
| Haleon Spon Ads (HLN) | 0.3 | $628k | +20% | 59k | 10.58 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $617k | +4% | 3.0k | 206.56 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $599k | 9.0k | 66.52 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $588k | -33% | 1.1k | 517.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $580k | +15% | 2.1k | 283.12 |
|
| Gartner (IT) | 0.3 | $580k | +4% | 1.1k | 506.76 |
|
| Msci (MSCI) | 0.3 | $574k | +21% | 985.00 | 582.96 |
|
| Cisco Systems (CSCO) | 0.3 | $573k | -32% | 11k | 53.22 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.3 | $573k | -4% | 25k | 22.53 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $572k | +22% | 1.2k | 491.27 |
|
| American Intl Group Com New (AIG) | 0.3 | $572k | +4% | 7.8k | 73.23 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $567k | 6.1k | 93.11 |
|
|
| FactSet Research Systems (FDS) | 0.2 | $551k | -4% | 1.2k | 459.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $549k | -3% | 1.4k | 383.93 |
|
| Servicenow (NOW) | 0.2 | $539k | -34% | 603.00 | 894.39 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $538k | +4% | 3.8k | 140.33 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $531k | 13k | 41.28 |
|
|
| Gilead Sciences (GILD) | 0.2 | $529k | -4% | 6.3k | 83.84 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $525k | -19% | 4.2k | 126.19 |
|
| Workday Cl A (WDAY) | 0.2 | $522k | -24% | 2.1k | 244.41 |
|
| Public Storage (PSA) | 0.2 | $521k | +23% | 1.4k | 363.75 |
|
| Cigna Corp (CI) | 0.2 | $514k | -11% | 1.5k | 346.45 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $506k | -63% | 958.00 | 527.92 |
|
| CoStar (CSGP) | 0.2 | $494k | +27% | 6.6k | 75.44 |
|
| Roper Industries (ROP) | 0.2 | $492k | +19% | 884.00 | 556.47 |
|
| Lowe's Companies (LOW) | 0.2 | $492k | -58% | 1.8k | 270.85 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $491k | +22% | 3.7k | 131.41 |
|
| Wells Fargo & Company (WFC) | 0.2 | $489k | -43% | 8.6k | 56.49 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $487k | -35% | 11k | 43.42 |
|
| Yum! Brands (YUM) | 0.2 | $465k | +13% | 3.3k | 139.69 |
|
| Abbott Laboratories (ABT) | 0.2 | $455k | -34% | 4.0k | 114.02 |
|
| Philip Morris International (PM) | 0.2 | $450k | -51% | 3.7k | 121.41 |
|
| Nike CL B (NKE) | 0.2 | $446k | -11% | 5.0k | 88.41 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $444k | +6% | 3.9k | 115.02 |
|
| McDonald's Corporation (MCD) | 0.2 | $442k | -11% | 1.5k | 304.51 |
|
| Fair Isaac Corporation (FICO) | 0.2 | $433k | +32% | 223.00 | 1943.52 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.2 | $433k | 15k | 29.07 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $433k | +11% | 2.3k | 188.56 |
|
| Caterpillar (CAT) | 0.2 | $426k | -63% | 1.1k | 391.12 |
|
| Pepsi (PEP) | 0.2 | $422k | -48% | 2.5k | 170.02 |
|
| Edison International (EIX) | 0.2 | $416k | +2% | 4.8k | 87.09 |
|
| General Motors Company (GM) | 0.2 | $408k | -18% | 9.1k | 44.84 |
|
| Wal-Mart Stores (WMT) | 0.2 | $404k | -46% | 5.0k | 80.75 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.2 | $403k | 39k | 10.45 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.2 | $394k | +30% | 10k | 37.94 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $390k | +19% | 2.5k | 155.86 |
|
| American Water Works (AWK) | 0.2 | $389k | +6% | 2.7k | 146.24 |
|
| Markel Corporation (MKL) | 0.2 | $386k | +24% | 246.00 | 1568.58 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $384k | -24% | 1.6k | 237.25 |
|
| Martin Marietta Materials (MLM) | 0.2 | $384k | +82% | 713.00 | 538.27 |
|
| SEI Investments Company (SEIC) | 0.2 | $383k | +22% | 5.5k | 69.19 |
|
| Copart (CPRT) | 0.2 | $379k | -11% | 7.2k | 52.40 |
|
| International Business Machines (IBM) | 0.2 | $375k | -41% | 1.7k | 221.10 |
|
| DTE Energy Company (DTE) | 0.2 | $374k | +27% | 2.9k | 128.41 |
|
| EXACT Sciences Corporation (EXAS) | 0.2 | $374k | 5.5k | 68.12 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $374k | 3.8k | 97.79 |
|
|
| Arch Cap Group Ord (ACGL) | 0.2 | $366k | +25% | 3.3k | 111.88 |
|
| BlackRock (BLK) | 0.2 | $365k | -2% | 384.00 | 949.51 |
|
| Block Cl A (SQ) | 0.2 | $364k | +18% | 5.4k | 67.13 |
|
| Paypal Holdings (PYPL) | 0.2 | $362k | +17% | 4.6k | 78.03 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $362k | -2% | 2.2k | 162.91 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $361k | -21% | 5.6k | 64.74 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $361k | +5% | 6.4k | 56.57 |
|
| AES Corporation (AES) | 0.2 | $359k | -10% | 18k | 20.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $358k | 3.4k | 104.17 |
|
|
| Vicor Corporation (VICR) | 0.2 | $357k | 8.5k | 42.10 |
|
|
| Illumina (ILMN) | 0.2 | $353k | +19% | 2.7k | 130.41 |
|
| PPG Industries (PPG) | 0.2 | $352k | -3% | 2.7k | 132.47 |
|
| Applied Materials (AMAT) | 0.2 | $349k | +16% | 1.7k | 202.05 |
|
| Cbre Group Cl A (CBRE) | 0.2 | $348k | 2.8k | 124.48 |
|
|
| Live Nation Entertainment (LYV) | 0.2 | $342k | +23% | 3.1k | 109.49 |
|
| ConocoPhillips (COP) | 0.2 | $341k | -29% | 3.2k | 105.28 |
|
| Automatic Data Processing (ADP) | 0.2 | $340k | +19% | 1.2k | 276.73 |
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.1 | $339k | +30% | 7.8k | 43.43 |
|
| Zoetis Cl A (ZTS) | 0.1 | $337k | -58% | 1.7k | 195.38 |
|
| Domino's Pizza (DPZ) | 0.1 | $333k | +24% | 773.00 | 430.20 |
|
| FirstEnergy (FE) | 0.1 | $331k | -29% | 7.5k | 44.35 |
|
| Medtronic SHS (MDT) | 0.1 | $329k | -53% | 3.7k | 90.03 |
|
| Citigroup Com New (C) | 0.1 | $320k | -7% | 5.1k | 62.60 |
|
| W.W. Grainger (GWW) | 0.1 | $317k | 305.00 | 1038.81 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $316k | -13% | 2.3k | 136.32 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.1 | $316k | +2% | 11k | 30.15 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $311k | -12% | 1.8k | 173.67 |
|
| PG&E Corporation (PCG) | 0.1 | $309k | -32% | 16k | 19.77 |
|
| Microchip Technology (MCHP) | 0.1 | $308k | +27% | 3.8k | 80.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $307k | +4% | 819.00 | 375.38 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $305k | -27% | 5.9k | 51.74 |
|
| Planet Fitness Cl A (PLNT) | 0.1 | $300k | -6% | 3.7k | 81.22 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $296k | NEW | 2.8k | 106.12 |
|
| Corning Incorporated (GLW) | 0.1 | $292k | -45% | 6.5k | 45.15 |
|
| Verisk Analytics (VRSK) | 0.1 | $289k | +2% | 1.1k | 267.97 |
|
| CarMax (KMX) | 0.1 | $289k | +26% | 3.7k | 77.38 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $289k | -45% | 4.6k | 62.88 |
|
| PNC Financial Services (PNC) | 0.1 | $286k | -2% | 1.5k | 184.85 |
|
| Uber Technologies (UBER) | 0.1 | $286k | +2% | 3.8k | 75.16 |
|
| Ametek (AME) | 0.1 | $284k | NEW | 1.7k | 171.71 |
|
| Epam Systems (EPAM) | 0.1 | $278k | NEW | 1.4k | 199.03 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $277k | -42% | 312.00 | 886.54 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $275k | 6.0k | 45.51 |
|
|
| Tyler Technologies (TYL) | 0.1 | $274k | -5% | 469.00 | 583.72 |
|
| Progressive Corporation (PGR) | 0.1 | $274k | -10% | 1.1k | 253.77 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $273k | -40% | 4.1k | 66.39 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $270k | NEW | 1.1k | 240.76 |
|
| Amgen (AMGN) | 0.1 | $270k | -44% | 837.00 | 322.21 |
|
| Definitive Healthcare Corp Class A Com (DH) | 0.1 | $267k | 60k | 4.47 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $265k | NEW | 681.00 | 388.73 |
|
| CSX Corporation (CSX) | 0.1 | $264k | -23% | 7.6k | 34.53 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $263k | -19% | 316.00 | 833.25 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $260k | -32% | 2.4k | 107.84 |
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $259k | NEW | 1.2k | 209.87 |
|
| Oneok (OKE) | 0.1 | $259k | -14% | 2.8k | 91.13 |
|
| Morgan Stanley Com New (MS) | 0.1 | $252k | -42% | 2.4k | 104.24 |
|
| Kenvue (KVUE) | 0.1 | $251k | -9% | 11k | 23.13 |
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $249k | NEW | 3.3k | 76.59 |
|
| EQT Corporation (EQT) | 0.1 | $249k | NEW | 6.8k | 36.64 |
|
| Danaher Corporation (DHR) | 0.1 | $249k | 895.00 | 278.02 |
|
|
| Deere & Company (DE) | 0.1 | $242k | -29% | 580.00 | 417.37 |
|
| Ameriprise Financial (AMP) | 0.1 | $241k | -38% | 513.00 | 469.83 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $240k | -15% | 2.8k | 85.54 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $238k | -3% | 1.9k | 125.62 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $236k | -25% | 5.9k | 39.82 |
|
| Unilever Spon Adr New (UL) | 0.1 | $233k | -61% | 3.6k | 64.96 |
|
| AFLAC Incorporated (AFL) | 0.1 | $233k | NEW | 2.1k | 111.80 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $233k | -35% | 1.8k | 126.81 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $229k | NEW | 1.2k | 187.48 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $226k | -21% | 2.1k | 107.65 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $226k | -16% | 11k | 19.89 |
|
| Moody's Corporation (MCO) | 0.1 | $225k | NEW | 475.00 | 474.63 |
|
| Morningstar (MORN) | 0.1 | $222k | -35% | 697.00 | 319.12 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $221k | NEW | 438.00 | 505.22 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $219k | -82% | 1.9k | 117.60 |
|
| Technipfmc (FTI) | 0.1 | $216k | -41% | 8.2k | 26.23 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $213k | -55% | 1.2k | 179.31 |
|
| Hershey Company (HSY) | 0.1 | $213k | -2% | 1.1k | 191.78 |
|
| Republic Services (RSG) | 0.1 | $211k | -9% | 1.1k | 200.84 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $210k | -15% | 2.2k | 96.57 |
|
| Watsco, Incorporated (WSO) | 0.1 | $208k | -10% | 423.00 | 491.88 |
|
| American Express Company (AXP) | 0.1 | $203k | -26% | 749.00 | 271.20 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $203k | NEW | 2.6k | 77.43 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.1 | $149k | NEW | 14k | 11.05 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $120k | +88% | 39k | 3.12 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $117k | NEW | 11k | 10.84 |
|
| One Stop Systems (OSS) | 0.0 | $48k | 20k | 2.39 |
|
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 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
- Baker Tilly Financial 2020 Q4 filed Feb. 3, 2021