Baker Tilly Financial
Latest statistics and disclosures from Baker Tilly Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TDY, SNOW, MSFT, AAPL, AMZN, and represent 14.41% of Baker Tilly Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ICSH (+$5.6M), VUG (+$5.5M), VV, VTV, TMO, Brookfield Corp Cl A Ltd Vt Sh, HYD, Schwab Charles Family, MSFT, BRK.B.
- Started 68 new stock positions in CLVT, NXPI, VTIP, GE, GGB, SPTI, CWB, DNB, CACC, NSC.
- Reduced shares in these 10 stocks: SPYG (-$9.8M), TDY (-$5.0M), JPST, SPYD, MDY, JMST, Brookfield Asset Management, META, USDU, MA.
- Sold out of its positions in ARKQ, Avalara, SAN, BXP, Brookfield Asset Management, AZTA, Change Healthcare, CL, ELAN, FIVA.
- Baker Tilly Wealth Management was a net buyer of stock by $36M.
- Baker Tilly Wealth Management has $803M in assets under management (AUM), dropping by 10.94%.
- Central Index Key (CIK): 0001840565
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Portfolio Holdings for Baker Tilly Wealth Management
Baker Tilly Wealth Management holds 538 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Baker Tilly Wealth Management has 538 total positions. Only the first 250 positions are shown.
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- Download the Baker Tilly Wealth Management December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Teledyne Technologies Incorporated (TDY) | 3.8 | $31M | -14% | 77k | 399.91 | |
Snowflake Cl A (SNOW) | 3.4 | $27M | 189k | 143.54 | ||
Microsoft Corporation (MSFT) | 3.0 | $24M | +9% | 101k | 239.82 | |
Apple (AAPL) | 2.4 | $19M | +2% | 147k | 129.93 | |
Amazon (AMZN) | 1.8 | $15M | +2% | 173k | 84.00 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.8 | $14M | -40% | 280k | 50.67 | |
Visa Com Cl A (V) | 1.5 | $12M | 58k | 207.76 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $10M | +10% | 29k | 351.35 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.3 | $10M | -32% | 201k | 50.13 | |
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $8.8M | +4% | 99k | 88.73 | |
Netflix (NFLX) | 1.0 | $7.9M | +11% | 27k | 294.88 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $7.7M | +7% | 87k | 88.23 | |
Oracle Corporation (ORCL) | 1.0 | $7.6M | +14% | 94k | 81.74 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $6.9M | +7% | 18k | 384.21 | |
Setup an alertBaker Tilly Financial will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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Johnson & Johnson (JNJ) | 0.8 | $6.8M | +11% | 38k | 176.65 | |
Autodesk (ADSK) | 0.8 | $6.8M | +10% | 36k | 186.87 | |
Raytheon Technologies Corp (RTX) | 0.8 | $6.5M | +12% | 65k | 100.92 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $6.4M | -15% | 19k | 347.73 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.4M | +2% | 26k | 241.89 | |
UnitedHealth (UNH) | 0.8 | $6.1M | -5% | 12k | 530.18 | |
Ishares Tr Blackrock Ultra (ICSH) | 0.7 | $6.0M | +1373% | 120k | 50.04 | |
Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.7 | $5.9M | 238k | 24.79 | ||
Adobe Systems Incorporated (ADBE) | 0.7 | $5.9M | -6% | 18k | 336.53 | |
Wells Fargo & Company (WFC) | 0.7 | $5.8M | 140k | 41.29 | ||
Merck & Co (MRK) | 0.7 | $5.7M | +8% | 51k | 110.95 | |
salesforce (CRM) | 0.7 | $5.6M | +5% | 42k | 132.59 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $5.5M | +11% | 123k | 44.98 | |
Vanguard Index Fds Growth Etf (VUG) | 0.7 | $5.5M | NEW | 26k | 213.11 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.4M | +37% | 17k | 308.90 | |
Procter & Gamble Company (PG) | 0.6 | $5.2M | +6% | 34k | 151.56 | |
Pfizer (PFE) | 0.6 | $5.2M | +4% | 101k | 51.24 | |
NVIDIA Corporation (NVDA) | 0.6 | $5.1M | +24% | 35k | 146.14 | |
Bank of America Corporation (BAC) | 0.6 | $5.1M | +6% | 153k | 33.12 | |
Boeing Company (BA) | 0.6 | $5.0M | +21% | 27k | 190.49 | |
Becton, Dickinson and (BDX) | 0.6 | $4.9M | +18% | 19k | 254.30 | |
Starbucks Corporation (SBUX) | 0.6 | $4.9M | +15% | 50k | 99.20 | |
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $4.9M | -10% | 98k | 50.27 | |
Cisco Systems (CSCO) | 0.6 | $4.9M | +5% | 103k | 47.64 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $4.7M | +30% | 35k | 134.10 | |
Novo-nordisk A S Adr (NVO) | 0.6 | $4.7M | +8% | 35k | 135.34 | |
Coca-Cola Company (KO) | 0.6 | $4.7M | +2% | 74k | 63.61 | |
Walt Disney Company (DIS) | 0.5 | $4.4M | -2% | 51k | 86.88 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $4.3M | NEW | 25k | 174.20 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $4.3M | +5% | 51k | 84.75 | |
Home Depot (HD) | 0.5 | $4.3M | 14k | 315.86 | ||
Meta Platforms Cl A (META) | 0.5 | $4.3M | -28% | 36k | 120.34 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.3M | 25k | 169.64 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $4.3M | -4% | 16k | 266.84 | |
Qualcomm (QCOM) | 0.5 | $4.0M | 36k | 109.94 | ||
Abbott Laboratories (ABT) | 0.5 | $4.0M | 36k | 109.79 | ||
Pepsi (PEP) | 0.5 | $3.9M | +4% | 22k | 180.66 | |
Nike CL B (NKE) | 0.5 | $3.7M | -4% | 31k | 117.01 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.6M | NEW | 26k | 140.37 | |
Enbridge (ENB) | 0.4 | $3.6M | +12% | 91k | 39.10 | |
Tesla Motors (TSLA) | 0.4 | $3.5M | +38% | 29k | 123.18 | |
Servicenow (NOW) | 0.4 | $3.5M | +40% | 9.0k | 388.27 | |
Ishares Tr S&p 100 Etf (OEF) | 0.4 | $3.5M | 21k | 170.57 | ||
Waste Management (WM) | 0.4 | $3.4M | -2% | 22k | 156.88 | |
Illumina (ILMN) | 0.4 | $3.4M | +52% | 17k | 202.20 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $3.4M | +21% | 37k | 91.47 | |
Monster Beverage Corp (MNST) | 0.4 | $3.4M | +13% | 33k | 101.53 | |
Williams Companies (WMB) | 0.4 | $3.3M | +8% | 100k | 32.90 | |
Linde SHS (LIN) | 0.4 | $3.2M | +4% | 9.9k | 326.18 | |
Verizon Communications (VZ) | 0.4 | $3.2M | +2% | 82k | 39.40 | |
Thermo Fisher Scientific (TMO) | 0.4 | $3.2M | +452% | 5.8k | 550.69 | |
Paypal Holdings (PYPL) | 0.4 | $3.2M | +7% | 45k | 71.22 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $3.1M | +8% | 89k | 34.97 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.4 | $3.1M | 23k | 135.63 | ||
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $2.9M | +33% | 29k | 100.14 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $2.8M | +9% | 9.8k | 288.78 | |
Vulcan Materials Company (VMC) | 0.3 | $2.8M | +31% | 16k | 175.11 | |
Abbvie (ABBV) | 0.3 | $2.7M | +16% | 17k | 161.61 | |
Novartis Sponsored Adr (NVS) | 0.3 | $2.6M | +11% | 29k | 90.72 | |
Gartner (IT) | 0.3 | $2.6M | +2% | 7.7k | 336.14 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $2.5M | +13% | 37k | 66.65 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $2.4M | -2% | 3.3k | 721.49 | |
Brookfield Corp Cl A Ltd Vt Sh | 0.3 | $2.4M | NEW | 77k | 31.46 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $2.4M | -16% | 106k | 22.72 | |
MetLife (MET) | 0.3 | $2.4M | +7% | 33k | 72.37 | |
Apollo Global Mgmt (APO) | 0.3 | $2.4M | +22% | 37k | 63.79 | |
Zoetis Cl A (ZTS) | 0.3 | $2.4M | -18% | 16k | 146.55 | |
Citigroup Com New (C) | 0.3 | $2.3M | 51k | 45.23 | ||
United Parcel Service CL B (UPS) | 0.3 | $2.3M | +12% | 13k | 173.84 | |
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.3 | $2.2M | 44k | 51.09 | ||
FactSet Research Systems (FDS) | 0.3 | $2.2M | +9% | 5.5k | 401.21 | |
Wal-Mart Stores (WMT) | 0.3 | $2.1M | -2% | 15k | 141.79 | |
Broadcom (AVGO) | 0.3 | $2.1M | +10% | 3.8k | 559.13 | |
Airbnb Com Cl A (ABNB) | 0.3 | $2.1M | -4% | 25k | 85.50 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $2.1M | NEW | 41k | 50.55 | |
Ishares Tr Core High Dv Etf (HDV) | 0.3 | $2.1M | -7% | 20k | 104.24 | |
Chevron Corporation (CVX) | 0.3 | $2.1M | +10% | 12k | 179.49 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $2.0M | 16k | 125.11 | ||
World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.0M | -7% | 56k | 36.19 | |
Schwab Charles Family Amt Tax Free Mny | 0.3 | $2.0M | NEW | 2.0M | 1.00 | |
American Intl Group Com New (AIG) | 0.2 | $2.0M | +14% | 32k | 63.24 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $2.0M | +9% | 44k | 44.81 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.0M | +29% | 18k | 110.30 | |
PNC Financial Services (PNC) | 0.2 | $1.9M | +8% | 12k | 157.94 | |
Us Bancorp Del Com New (USB) | 0.2 | $1.9M | -28% | 44k | 43.61 | |
United Bankshares (UBSI) | 0.2 | $1.9M | 47k | 40.49 | ||
Heico Corp Cl A (HEI.A) | 0.2 | $1.9M | +26% | 16k | 119.85 | |
Lowe's Companies (LOW) | 0.2 | $1.9M | +13% | 9.6k | 199.24 | |
Travelers Companies (TRV) | 0.2 | $1.9M | +16% | 10k | 187.48 | |
Copart (CPRT) | 0.2 | $1.9M | +164% | 31k | 60.89 | |
Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.8M | +48% | 40k | 45.88 | |
Union Pacific Corporation (UNP) | 0.2 | $1.8M | +15% | 8.9k | 207.07 | |
Sempra Energy (SRE) | 0.2 | $1.8M | +8% | 12k | 154.54 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.8M | +85% | 6.8k | 266.29 | |
O'reilly Automotive (ORLY) | 0.2 | $1.8M | +25% | 2.1k | 844.03 | |
TransDigm Group Incorporated (TDG) | 0.2 | $1.8M | +50% | 2.8k | 629.65 | |
Markel Corporation (MKL) | 0.2 | $1.7M | +40% | 1.3k | 1317.49 | |
Philip Morris International (PM) | 0.2 | $1.7M | +2% | 17k | 101.21 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.7M | -12% | 18k | 95.78 | |
McDonald's Corporation (MCD) | 0.2 | $1.7M | -2% | 6.4k | 263.53 | |
General Dynamics Corporation (GD) | 0.2 | $1.7M | -9% | 6.8k | 248.11 | |
Edison International (EIX) | 0.2 | $1.7M | +6% | 26k | 63.62 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $1.6M | +13% | 43k | 38.00 | |
Expeditors International of Washington (EXPD) | 0.2 | $1.6M | +22% | 16k | 103.92 | |
Amgen (AMGN) | 0.2 | $1.6M | 6.1k | 262.64 | ||
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.6M | 19k | 83.76 | ||
Northrop Grumman Corporation (NOC) | 0.2 | $1.6M | -4% | 2.9k | 545.64 | |
Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $1.5M | -6% | 37k | 41.51 | |
Sap Se Spon Adr (SAP) | 0.2 | $1.5M | +56% | 15k | 103.19 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.5M | +30% | 17k | 88.09 | |
CoStar (CSGP) | 0.2 | $1.5M | +47% | 20k | 77.28 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $1.5M | +26% | 26k | 58.48 | |
Agnico (AEM) | 0.2 | $1.5M | +3% | 28k | 51.99 | |
Yum! Brands (YUM) | 0.2 | $1.5M | +25% | 12k | 128.08 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.5M | 34k | 42.50 | ||
PPG Industries (PPG) | 0.2 | $1.5M | +4% | 12k | 125.74 | |
Medtronic SHS (MDT) | 0.2 | $1.5M | -20% | 19k | 77.72 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $1.4M | +132% | 42k | 32.96 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.4M | -2% | 15k | 93.19 | |
Air Products & Chemicals (APD) | 0.2 | $1.4M | -5% | 4.5k | 308.26 | |
Hilton Worldwide Holdings (HLT) | 0.2 | $1.4M | +29% | 11k | 126.36 | |
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.4M | 41k | 33.48 | ||
Roper Industries (ROP) | 0.2 | $1.4M | +27% | 3.2k | 432.09 | |
SEI Investments Company (SEIC) | 0.2 | $1.4M | +29% | 24k | 58.30 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.4M | 27k | 50.00 | ||
Cigna Corp (CI) | 0.2 | $1.4M | +6% | 4.1k | 331.34 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.4M | +9% | 19k | 71.95 | |
ConocoPhillips (COP) | 0.2 | $1.4M | -3% | 12k | 118.00 | |
Lockheed Martin Corporation (LMT) | 0.2 | $1.4M | -3% | 2.8k | 486.49 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.4M | -18% | 19k | 72.24 | |
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.4M | -8% | 16k | 82.89 | |
International Business Machines (IBM) | 0.2 | $1.3M | -5% | 9.4k | 140.89 | |
W.R. Berkley Corporation (WRB) | 0.2 | $1.3M | +2% | 18k | 72.57 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.3M | +22% | 32k | 40.89 | |
Church & Dwight (CHD) | 0.2 | $1.3M | -4% | 16k | 80.61 | |
American Tower Reit (AMT) | 0.2 | $1.3M | +12% | 6.1k | 211.86 | |
Fox Factory Hldg (FOXF) | 0.2 | $1.3M | 14k | 91.23 | ||
Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | +29% | 4.8k | 265.35 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.3M | -10% | 2.7k | 469.07 | |
Horizon Therapeutics Pub L SHS (HZNP) | 0.2 | $1.3M | -28% | 11k | 113.80 | |
Lennar Corp Cl A (LEN) | 0.2 | $1.3M | +7% | 14k | 90.50 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.3M | 12k | 105.34 | ||
Shopify Cl A (SHOP) | 0.2 | $1.2M | +21% | 36k | 34.71 | |
Honeywell International (HON) | 0.2 | $1.2M | +7% | 5.7k | 214.29 | |
Deere & Company (DE) | 0.2 | $1.2M | -34% | 2.8k | 428.76 | |
Emerson Electric (EMR) | 0.1 | $1.2M | -7% | 13k | 96.06 | |
Microchip Technology (MCHP) | 0.1 | $1.2M | +17% | 17k | 70.25 | |
Kkr & Co (KKR) | 0.1 | $1.2M | +42% | 26k | 46.42 | |
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $1.2M | -2% | 12k | 96.87 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $1.2M | -22% | 12k | 96.96 | |
AvalonBay Communities (AVB) | 0.1 | $1.2M | NEW | 7.1k | 161.52 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.1M | -9% | 11k | 102.99 | |
Omni (OMC) | 0.1 | $1.1M | -4% | 14k | 81.57 | |
Diageo Spon Adr New (DEO) | 0.1 | $1.1M | +18% | 6.3k | 178.19 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.1M | -3% | 3.0k | 365.80 | |
Caterpillar (CAT) | 0.1 | $1.1M | +10% | 4.6k | 239.56 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.1 | $1.1M | +45% | 14k | 76.28 | |
Pioneer Natural Resources (PXD) | 0.1 | $1.1M | +10% | 4.7k | 228.37 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.1M | +26% | 18k | 57.82 | |
Royal Gold (RGLD) | 0.1 | $1.1M | 9.4k | 112.72 | ||
Constellation Brands Cl A (STZ) | 0.1 | $1.1M | +3% | 4.6k | 231.75 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +8% | 4.9k | 214.24 | |
Quanta Services (PWR) | 0.1 | $1.0M | -9% | 7.3k | 142.50 | |
Fmc Corp Com New (FMC) | 0.1 | $1.0M | +6% | 8.3k | 124.80 | |
General Mills (GIS) | 0.1 | $1.0M | -3% | 12k | 83.85 | |
Block Cl A (SQ) | 0.1 | $1.0M | +43% | 16k | 62.84 | |
Marathon Petroleum Corp (MPC) | 0.1 | $1.0M | -4% | 8.8k | 116.39 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.0M | -4% | 2.2k | 456.50 | |
West Pharmaceutical Services (WST) | 0.1 | $1.0M | +18% | 4.3k | 235.35 | |
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $1.0M | +133% | 44k | 23.01 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $1.0M | 13k | 79.36 | ||
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.1 | $988k | +90% | 88k | 11.22 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $986k | +174% | 11k | 92.75 | |
SPS Commerce (SPSC) | 0.1 | $981k | -3% | 7.6k | 128.43 | |
Docusign (DOCU) | 0.1 | $980k | 18k | 55.42 | ||
Cintas Corporation (CTAS) | 0.1 | $969k | -3% | 2.1k | 451.62 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $968k | +12% | 30k | 32.21 | |
Sba Communications Corp Cl A (SBAC) | 0.1 | $958k | +42% | 3.4k | 280.31 | |
Danaher Corporation (DHR) | 0.1 | $957k | -7% | 3.6k | 265.42 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $955k | 22k | 43.95 | ||
Texas Instruments Incorporated (TXN) | 0.1 | $953k | +23% | 5.8k | 165.23 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $951k | -22% | 5.0k | 191.18 | |
Workday Cl A (WDAY) | 0.1 | $950k | +25% | 5.7k | 167.33 | |
FirstEnergy (FE) | 0.1 | $938k | +4% | 22k | 41.94 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $927k | -5% | 10k | 91.56 | |
Morgan Stanley Com New (MS) | 0.1 | $917k | 11k | 85.02 | ||
Martin Marietta Materials (MLM) | 0.1 | $916k | +16% | 2.7k | 337.97 | |
Cbre Group Cl A (CBRE) | 0.1 | $914k | +22% | 12k | 76.96 | |
Unilever Spon Adr New (UL) | 0.1 | $908k | -22% | 18k | 50.35 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $908k | -7% | 20k | 45.65 | |
Barrick Gold Corp (GOLD) | 0.1 | $900k | +20% | 52k | 17.18 | |
Canadian Pacific Railway (CP) | 0.1 | $897k | -2% | 12k | 74.59 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $884k | -36% | 23k | 38.89 | |
Listed Fd Tr Teucrium Agri St (TILL) | 0.1 | $880k | 25k | 35.21 | ||
PG&E Corporation (PCG) | 0.1 | $876k | +6% | 54k | 16.26 | |
Alcon Ord Shs (ALC) | 0.1 | $873k | -5% | 13k | 68.55 | |
Brown & Brown (BRO) | 0.1 | $872k | +64% | 15k | 56.97 | |
Charles Schwab Corporation (SCHW) | 0.1 | $867k | -4% | 10k | 83.26 | |
Icon SHS (ICLR) | 0.1 | $866k | -6% | 4.5k | 194.25 | |
Nextera Energy (NEE) | 0.1 | $865k | -19% | 10k | 83.60 | |
Intel Corporation (INTC) | 0.1 | $861k | +19% | 33k | 26.43 | |
Valero Energy Corporation (VLO) | 0.1 | $860k | 6.8k | 126.86 | ||
Biogen Idec (BIIB) | 0.1 | $857k | 3.1k | 276.92 | ||
Aaon Com Par $0.004 (AAON) | 0.1 | $856k | -4% | 11k | 75.32 | |
Applied Materials (AMAT) | 0.1 | $853k | 8.8k | 97.38 | ||
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $849k | -9% | 3.8k | 220.68 | |
General Motors Company (GM) | 0.1 | $848k | +34% | 25k | 33.64 | |
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $844k | -44% | 9.4k | 90.00 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $835k | NEW | 11k | 73.63 | |
Chesapeake Energy Corp (CHK) | 0.1 | $835k | +33% | 8.8k | 94.37 | |
American Express Company (AXP) | 0.1 | $832k | 5.6k | 147.75 | ||
Ishares Tr Core Total Usd (IUSB) | 0.1 | $832k | +28% | 19k | 44.93 | |
Bill Com Holdings Ord (BILL) | 0.1 | $814k | -3% | 7.5k | 108.96 | |
Fastenal Company (FAST) | 0.1 | $808k | +56% | 17k | 47.32 | |
Ameriprise Financial (AMP) | 0.1 | $794k | 2.6k | 311.37 | ||
Morningstar (MORN) | 0.1 | $788k | -5% | 3.6k | 216.59 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $782k | -13% | 26k | 30.40 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $782k | -6% | 11k | 72.35 | |
Humana (HUM) | 0.1 | $779k | +4% | 1.5k | 512.19 | |
IDEXX Laboratories (IDXX) | 0.1 | $778k | +32% | 1.9k | 407.96 | |
Corteva (CTVA) | 0.1 | $776k | -2% | 13k | 58.78 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $773k | -4% | 3.3k | 235.48 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $769k | -10% | 1.4k | 546.40 | |
Realty Income (O) | 0.1 | $765k | -6% | 12k | 63.43 | |
At&t (T) | 0.1 | $761k | -6% | 41k | 18.41 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $750k | -44% | 9.2k | 81.17 | |
Dominion Resources (D) | 0.1 | $745k | -16% | 12k | 61.32 | |
Automatic Data Processing (ADP) | 0.1 | $741k | -21% | 3.1k | 238.86 | |
Domino's Pizza (DPZ) | 0.1 | $740k | +62% | 2.1k | 346.40 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $736k | -55% | 25k | 29.69 | |
EQT Corporation (EQT) | 0.1 | $735k | +44% | 22k | 33.83 | |
Blackstone Group Inc Com Cl A (BX) | 0.1 | $734k | -42% | 9.9k | 74.19 | |
Masco Corporation (MAS) | 0.1 | $731k | +43% | 16k | 46.67 | |
Te Connectivity SHS (TEL) | 0.1 | $722k | -2% | 6.3k | 114.80 | |
CarMax (KMX) | 0.1 | $721k | +52% | 12k | 60.89 | |
Ansys (ANSS) | 0.1 | $716k | +9% | 3.0k | 241.59 |
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 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