Baker Tilly Financial
Latest statistics and disclosures from Baker Tilly Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNOW, TDY, MSFT, AAPL, AMZN, and represent 17.95% of Baker Tilly Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VGSH, NFLX, V, FB, PYPL, TSLA, AMZN, GOVT, PDBC, ADSK.
- Started 50 new stock positions in RDVY, OSK, LDOS, SYK, RHI, GTLS, H, UWMC, LNTH, PDBC.
- Reduced shares in these 10 stocks: SPYD, JNK, SPYG, HYD, GOOGL, TDY, World Gold Tr spdr gld minis, SLYG, AAPL, CSCO.
- Sold out of its positions in ARKG, ATEC, ALTG, AME, BBN, CDNS, CARR, CTLT, CHTR, CCB.
- Baker Tilly Wealth Management was a net buyer of stock by $38M.
- Baker Tilly Wealth Management has $904M in assets under management (AUM), dropping by -3.01%.
- Central Index Key (CIK): 0001840565
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Portfolio Holdings for Baker Tilly Wealth Management
Companies in the Baker Tilly Wealth Management portfolio as of the March 2022 quarterly 13F filing
Baker Tilly Wealth Management has 517 total positions. Only the first 250 positions are shown.
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- Download the Baker Tilly Wealth Management March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Snowflake Cl A (SNOW) | 4.8 | $43M | 189k | 229.13 | ||
Teledyne Technologies Incorporated (TDY) | 4.7 | $42M | -4% | 90k | 472.63 | |
Microsoft Corporation (MSFT) | 3.0 | $27M | +6% | 89k | 308.31 | |
Apple (AAPL) | 2.8 | $25M | -6% | 145k | 174.61 | |
Amazon (AMZN) | 2.6 | $24M | +13% | 7.3k | 3260.02 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.2 | $20M | -14% | 295k | 66.21 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.8 | $17M | -2% | 329k | 50.27 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $15M | -4% | 33k | 451.65 | |
Visa Com Cl A (V) | 1.5 | $13M | +34% | 60k | 221.76 | |
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $13M | +15% | 4.7k | 2793.05 | |
Meta Platforms Cl A (FB) | 1.2 | $11M | +38% | 49k | 222.35 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $11M | +10% | 26k | 415.16 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $9.9M | -16% | 3.6k | 2781.47 | |
salesforce (CRM) | 0.9 | $8.3M | +22% | 39k | 212.32 | |
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Mastercard Incorporated Cl A (MA) | 0.9 | $8.1M | +22% | 23k | 357.39 | |
NVIDIA Corporation (NVDA) | 0.9 | $7.9M | +18% | 29k | 272.85 | |
Adobe Systems Incorporated (ADBE) | 0.9 | $7.7M | +23% | 17k | 455.60 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $7.3M | 16k | 453.68 | ||
UnitedHealth (UNH) | 0.8 | $7.3M | +10% | 14k | 509.99 | |
Wells Fargo & Company (WFC) | 0.7 | $6.7M | 139k | 48.46 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $6.7M | +9% | 25k | 268.37 | |
Autodesk (ADSK) | 0.7 | $6.6M | +40% | 31k | 214.35 | |
Oracle Corporation (ORCL) | 0.7 | $6.6M | +17% | 80k | 82.73 | |
Abbott Laboratories (ABT) | 0.7 | $6.4M | +10% | 54k | 118.36 | |
Tesla Motors (TSLA) | 0.7 | $6.4M | +78% | 5.9k | 1077.57 | |
lATTICE STRATEGIES TR Hartford Mlt Etf (RODM) | 0.7 | $6.2M | +8% | 213k | 29.12 | |
Raytheon Technologies Corp (RTX) | 0.7 | $6.2M | +21% | 63k | 99.06 | |
Johnson & Johnson (JNJ) | 0.7 | $6.2M | 35k | 177.22 | ||
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.7 | $6.0M | +28% | 113k | 53.13 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $5.8M | +70% | 233k | 24.91 | |
Qualcomm (QCOM) | 0.6 | $5.7M | 38k | 152.81 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $5.6M | +9% | 17k | 337.24 | |
Bank of America Corporation (BAC) | 0.6 | $5.6M | +6% | 135k | 41.22 | |
Netflix (NFLX) | 0.6 | $5.5M | +170% | 15k | 374.59 | |
Walt Disney Company (DIS) | 0.6 | $5.4M | +16% | 40k | 137.17 | |
Paypal Holdings (PYPL) | 0.6 | $5.1M | +137% | 44k | 115.65 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $5.0M | +20% | 50k | 101.35 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $4.9M | NEW | 83k | 59.26 | |
Airbnb Com Cl A (ABNB) | 0.5 | $4.7M | +63% | 28k | 171.78 | |
Pfizer (PFE) | 0.5 | $4.7M | -3% | 90k | 51.77 | |
Procter & Gamble Company (PG) | 0.5 | $4.6M | -4% | 30k | 152.81 | |
Home Depot (HD) | 0.5 | $4.6M | +7% | 15k | 299.34 | |
Zoetis Cl A (ZTS) | 0.5 | $4.6M | -7% | 24k | 188.58 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $4.5M | -20% | 25k | 180.67 | |
World Gold Tr Spdr Gld Minis | 0.5 | $4.5M | -27% | 117k | 38.46 | |
Verizon Communications (VZ) | 0.5 | $4.4M | +50% | 87k | 50.94 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.4M | -15% | 13k | 352.89 | |
Ishares Tr S&p 100 Etf (OEF) | 0.5 | $4.4M | 21k | 208.52 | ||
Nike CL B (NKE) | 0.5 | $4.3M | +7% | 32k | 134.54 | |
Coca-Cola Company (KO) | 0.5 | $4.3M | +7% | 69k | 62.00 | |
Cisco Systems (CSCO) | 0.5 | $4.2M | -27% | 76k | 55.76 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $4.1M | 30k | 136.31 | ||
Becton, Dickinson and (BDX) | 0.4 | $4.0M | +5% | 15k | 266.00 | |
Starbucks Corporation (SBUX) | 0.4 | $3.8M | -22% | 41k | 90.97 | |
Servicenow (NOW) | 0.4 | $3.7M | +15% | 6.7k | 556.88 | |
Novo-nordisk A S Adr (NVO) | 0.4 | $3.7M | +6% | 33k | 111.05 | |
Pepsi (PEP) | 0.4 | $3.6M | -4% | 21k | 167.37 | |
Illumina (ILMN) | 0.4 | $3.5M | +26% | 10k | 349.42 | |
Waste Management (WM) | 0.4 | $3.5M | +6% | 22k | 158.52 | |
Merck & Co (MRK) | 0.4 | $3.5M | +63% | 42k | 82.05 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $3.4M | +40% | 73k | 46.82 | |
Enbridge (ENB) | 0.4 | $3.4M | +18% | 74k | 46.09 | |
Boeing Company (BA) | 0.4 | $3.3M | +13% | 18k | 191.48 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.4 | $3.3M | +4% | 23k | 143.69 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $3.2M | +18% | 11k | 301.64 | |
Exxon Mobil Corporation (XOM) | 0.3 | $3.1M | -3% | 37k | 82.59 | |
Us Bancorp Del Com New (USB) | 0.3 | $3.1M | +45% | 58k | 53.14 | |
Gartner (IT) | 0.3 | $3.0M | +2% | 9.9k | 297.44 | |
Citigroup Com New (C) | 0.3 | $2.8M | +5% | 53k | 53.41 | |
Abbvie (ABBV) | 0.3 | $2.8M | -7% | 17k | 162.08 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.3 | $2.7M | +15% | 48k | 56.58 | |
Williams Companies (WMB) | 0.3 | $2.7M | +20% | 80k | 33.41 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $2.6M | 20k | 128.15 | ||
Linde SHS (LIN) | 0.3 | $2.6M | +16% | 8.0k | 319.43 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $2.5M | +17% | 3.6k | 698.46 | |
Medtronic SHS (MDT) | 0.3 | $2.5M | +26% | 23k | 110.96 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.5M | +42% | 20k | 126.93 | |
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.3 | $2.4M | +58% | 44k | 54.81 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.4M | +19% | 9.3k | 260.94 | |
Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.3 | $2.3M | +4% | 78k | 30.26 | |
Deere & Company (DE) | 0.3 | $2.3M | 5.6k | 415.46 | ||
PNC Financial Services (PNC) | 0.3 | $2.3M | +40% | 12k | 184.43 | |
Wal-Mart Stores (WMT) | 0.2 | $2.2M | -6% | 15k | 148.95 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $2.2M | -25% | 54k | 41.75 | |
Novartis Sponsored Adr (NVS) | 0.2 | $2.2M | +18% | 25k | 87.76 | |
Nextera Energy (NEE) | 0.2 | $2.2M | -2% | 26k | 84.70 | |
Chevron Corporation (CVX) | 0.2 | $2.2M | -12% | 13k | 162.82 | |
Ishares Tr Eafe Value Etf (EFV) | 0.2 | $2.1M | +17% | 43k | 50.26 | |
Union Pacific Corporation (UNP) | 0.2 | $2.1M | +19% | 7.8k | 273.23 | |
Monster Beverage Corp (MNST) | 0.2 | $2.1M | +19% | 26k | 79.91 | |
Docusign (DOCU) | 0.2 | $2.0M | +378% | 19k | 107.14 | |
Broadcom (AVGO) | 0.2 | $2.0M | -2% | 3.2k | 629.70 | |
FactSet Research Systems (FDS) | 0.2 | $2.0M | +5% | 4.6k | 434.12 | |
Bill Com Holdings Ord (BILL) | 0.2 | $2.0M | -3% | 8.8k | 226.75 | |
MetLife (MET) | 0.2 | $2.0M | +18% | 28k | 70.27 | |
Vulcan Materials Company (VMC) | 0.2 | $2.0M | +27% | 11k | 183.71 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $2.0M | +29% | 31k | 62.78 | |
Invesco Activly Mangd Etc Optimum Yield (PDBC) | 0.2 | $1.9M | NEW | 110k | 17.64 | |
United Parcel Service CL B (UPS) | 0.2 | $1.9M | +10% | 8.8k | 214.52 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.8M | 5.1k | 362.54 | ||
American Intl Group Com New (AIG) | 0.2 | $1.8M | +19% | 29k | 62.78 | |
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.2 | $1.8M | +2% | 13k | 139.00 | |
Sempra Energy (SRE) | 0.2 | $1.8M | +22% | 11k | 168.16 | |
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $1.8M | +5% | 37k | 47.15 | |
Ecolab (ECL) | 0.2 | $1.7M | +10% | 9.9k | 176.58 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.7M | -25% | 18k | 96.26 | |
C H Robinson Worldwide Com New (CHRW) | 0.2 | $1.7M | +7% | 16k | 107.69 | |
General Dynamics Corporation (GD) | 0.2 | $1.7M | 7.1k | 241.15 | ||
Lowe's Companies (LOW) | 0.2 | $1.7M | 8.5k | 202.17 | ||
Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.7M | -7% | 17k | 99.78 | |
Ishares Tr Core High Dv Etf (HDV) | 0.2 | $1.7M | +19% | 16k | 106.89 | |
Ryan Specialty Group Hldgs I Cl A (RYAN) | 0.2 | $1.7M | 43k | 38.80 | ||
Apollo Global Mgmt Com Cl A | 0.2 | $1.7M | +39% | 27k | 61.97 | |
United Bankshares (UBSI) | 0.2 | $1.6M | 47k | 34.88 | ||
McDonald's Corporation (MCD) | 0.2 | $1.6M | -21% | 6.5k | 247.25 | |
Royal Gold (RGLD) | 0.2 | $1.6M | -3% | 11k | 141.27 | |
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $1.6M | +3% | 15k | 104.97 | |
Edison International (EIX) | 0.2 | $1.5M | +12% | 22k | 70.10 | |
Philip Morris International (PM) | 0.2 | $1.5M | -9% | 16k | 93.94 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $1.5M | -52% | 18k | 83.85 | |
Heico Corp Cl A (HEI.A) | 0.2 | $1.5M | +3% | 12k | 126.84 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.5M | +12% | 29k | 53.41 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.5M | NEW | 7.3k | 208.55 | |
Fox Factory Hldg (FOXF) | 0.2 | $1.5M | -2% | 16k | 97.97 | |
Amgen (AMGN) | 0.2 | $1.5M | +5% | 6.3k | 241.78 | |
Copart (CPRT) | 0.2 | $1.5M | +15% | 12k | 125.50 | |
CVS Caremark Corporation (CVS) | 0.2 | $1.5M | -3% | 15k | 101.20 | |
Horizon Therapeutics Pub L SHS (HZNP) | 0.2 | $1.5M | 14k | 105.18 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $1.5M | +35% | 18k | 83.38 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.5M | +20% | 13k | 108.82 | |
Church & Dwight (CHD) | 0.2 | $1.5M | -5% | 15k | 99.41 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.5M | +15% | 12k | 119.64 | |
Travelers Companies (TRV) | 0.2 | $1.4M | +17% | 7.9k | 182.71 | |
Align Technology (ALGN) | 0.2 | $1.4M | +14% | 3.2k | 435.99 | |
Duke Energy Corp Com New (DUK) | 0.2 | $1.4M | 13k | 111.69 | ||
PPG Industries (PPG) | 0.2 | $1.4M | +17% | 11k | 131.03 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.4M | -20% | 13k | 104.27 | |
Bristol Myers Squibb (BMY) | 0.2 | $1.4M | +13% | 19k | 73.03 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | -10% | 2.1k | 667.96 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | 17k | 78.89 | ||
West Pharmaceutical Services (WST) | 0.1 | $1.3M | -3% | 3.3k | 410.76 | |
Block Cl A (SQ) | 0.1 | $1.3M | +501% | 9.8k | 135.59 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | -29% | 4.8k | 277.74 | |
Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | -25% | 7.2k | 183.44 | |
International Business Machines (IBM) | 0.1 | $1.3M | +10% | 10k | 130.05 | |
Hilton Worldwide Holdings (HLT) | 0.1 | $1.3M | +20% | 8.5k | 151.75 | |
Icon SHS (ICLR) | 0.1 | $1.3M | +5% | 5.3k | 243.15 | |
TransDigm Group Incorporated (TDG) | 0.1 | $1.3M | +27% | 2.0k | 651.55 | |
American Tower Reit (AMT) | 0.1 | $1.3M | +30% | 5.1k | 251.23 | |
Caterpillar (CAT) | 0.1 | $1.3M | -2% | 5.7k | 222.90 | |
Honeywell International (HON) | 0.1 | $1.3M | -2% | 6.5k | 194.65 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | +68% | 2.9k | 441.49 | |
Agnico (AEM) | 0.1 | $1.3M | +63% | 21k | 61.22 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | -4% | 2.8k | 447.25 | |
Microchip Technology (MCHP) | 0.1 | $1.2M | 16k | 75.17 | ||
Expeditors International of Washington (EXPD) | 0.1 | $1.2M | -4% | 12k | 103.20 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $1.2M | -14% | 18k | 66.29 | |
Shopify Cl A (SHOP) | 0.1 | $1.2M | NEW | 1.8k | 676.07 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $1.2M | +73% | 27k | 43.97 | |
Dominion Resources (D) | 0.1 | $1.2M | +3% | 14k | 84.95 | |
Servisfirst Bancshares (SFBS) | 0.1 | $1.2M | NEW | 12k | 95.29 | |
Aspen Technology (AZPN) | 0.1 | $1.2M | +8% | 7.1k | 165.43 | |
Danaher Corporation (DHR) | 0.1 | $1.2M | -14% | 4.0k | 293.22 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.2M | -10% | 4.1k | 286.31 | |
Morningstar (MORN) | 0.1 | $1.2M | +3% | 4.3k | 273.09 | |
Morgan Stanley Com New (MS) | 0.1 | $1.2M | -4% | 13k | 87.42 | |
W.R. Berkley Corporation (WRB) | 0.1 | $1.2M | +73% | 17k | 66.58 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $1.1M | NEW | 23k | 50.58 | |
Target Corporation (TGT) | 0.1 | $1.1M | -8% | 5.4k | 212.15 | |
Omni (OMC) | 0.1 | $1.1M | +6% | 13k | 84.90 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.1M | +86% | 24k | 47.38 | |
Air Products & Chemicals (APD) | 0.1 | $1.1M | +30% | 4.5k | 249.89 | |
Diageo Spon Adr New (DEO) | 0.1 | $1.1M | +18% | 5.5k | 203.19 | |
SPS Commerce (SPSC) | 0.1 | $1.1M | +21% | 8.5k | 131.16 | |
O'reilly Automotive (ORLY) | 0.1 | $1.1M | +26% | 1.6k | 684.66 | |
Mettler-Toledo International (MTD) | 0.1 | $1.1M | +3% | 811.00 | 1373.61 | |
Intel Corporation (INTC) | 0.1 | $1.1M | +172% | 22k | 49.54 | |
Roper Industries (ROP) | 0.1 | $1.1M | +18% | 2.3k | 472.40 | |
Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $1.1M | 22k | 50.88 | ||
Ishares Tr Cybersecurity (IHAK) | 0.1 | $1.1M | 25k | 42.70 | ||
Alcon Ord Shs (ALC) | 0.1 | $1.1M | -11% | 14k | 79.36 | |
American Express Company (AXP) | 0.1 | $1.1M | +6% | 5.8k | 187.08 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.1 | $1.1M | -3% | 13k | 84.28 | |
Lennar Corp Cl A (LEN) | 0.1 | $1.1M | +9% | 13k | 81.17 | |
Kkr & Co (KKR) | 0.1 | $1.1M | +34% | 18k | 58.45 | |
Wisdomtree Tr Floatng Rat Trea | 0.1 | $1.0M | NEW | 21k | 50.26 | |
Fmc Corp Com New (FMC) | 0.1 | $1.0M | +5% | 8.0k | 131.56 | |
SEI Investments Company (SEIC) | 0.1 | $1.0M | +22% | 17k | 60.24 | |
Valero Energy Corporation (VLO) | 0.1 | $1.0M | 10k | 101.56 | ||
Costco Wholesale Corporation (COST) | 0.1 | $1.0M | -17% | 1.8k | 575.89 | |
Emerson Electric (EMR) | 0.1 | $1.0M | +18% | 10k | 98.10 | |
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $1.0M | -4% | 22k | 46.60 | |
Workday Cl A (WDAY) | 0.1 | $1.0M | +18% | 4.2k | 239.57 | |
Markel Corporation (MKL) | 0.1 | $1.0M | +45% | 681.00 | 1475.77 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | +4% | 3.8k | 262.39 | |
CoStar (CSGP) | 0.1 | $997k | +40% | 15k | 66.62 | |
Unilever Spon Adr New (UL) | 0.1 | $994k | -3% | 22k | 45.56 | |
Yum! Brands (YUM) | 0.1 | $991k | +18% | 8.4k | 118.54 | |
FirstEnergy (FE) | 0.1 | $991k | +4% | 22k | 45.88 | |
Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $990k | 30k | 33.46 | ||
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $989k | +7% | 11k | 89.70 | |
Schlumberger Com Stk (SLB) | 0.1 | $982k | -53% | 24k | 41.30 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $980k | +117% | 14k | 69.53 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $966k | +8% | 19k | 49.73 | |
ConocoPhillips (COP) | 0.1 | $965k | -24% | 9.7k | 99.96 | |
Canadian Pacific Railway (CP) | 0.1 | $964k | +13% | 12k | 82.55 | |
Ansys (ANSS) | 0.1 | $946k | -3% | 3.0k | 317.66 | |
Pioneer Natural Resources (PXD) | 0.1 | $931k | -34% | 3.7k | 250.13 | |
Automatic Data Processing (ADP) | 0.1 | $928k | -39% | 4.1k | 227.56 | |
Martin Marietta Materials (MLM) | 0.1 | $923k | +9% | 2.4k | 385.06 | |
Cigna Corp (CI) | 0.1 | $922k | +8% | 3.8k | 239.73 | |
Ishares Tr Msci Usa Value (VLUE) | 0.1 | $921k | -16% | 8.8k | 104.60 | |
Realty Income (O) | 0.1 | $917k | -2% | 13k | 69.31 | |
At&t (T) | 0.1 | $908k | +19% | 38k | 23.62 | |
International Flavors & Fragrances (IFF) | 0.1 | $907k | +25% | 6.9k | 131.39 | |
Cbre Group Cl A (CBRE) | 0.1 | $903k | +10% | 9.9k | 91.55 | |
Sba Communications Corp Cl A (SBAC) | 0.1 | $901k | +27% | 2.6k | 344.02 | |
Nutrien (NTR) | 0.1 | $901k | -32% | 8.7k | 103.96 | |
Duck Creek Technologies SHS (DCT) | 0.1 | $892k | +151% | 40k | 22.11 | |
Te Connectivity SHS (TEL) | 0.1 | $879k | +29% | 6.7k | 130.94 | |
Constellation Brands Cl A (STZ) | 0.1 | $875k | 3.8k | 230.26 | ||
3M Company (MMM) | 0.1 | $857k | 5.8k | 148.94 | ||
Qualys (QLYS) | 0.1 | $856k | 6.0k | 142.43 | ||
Capital One Financial (COF) | 0.1 | $855k | 6.5k | 131.34 | ||
General Mills (GIS) | 0.1 | $849k | -3% | 13k | 67.75 | |
Generac Holdings (GNRC) | 0.1 | $842k | +10% | 2.8k | 297.32 | |
Barrick Gold Corp (GOLD) | 0.1 | $841k | +16% | 34k | 24.52 | |
Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $837k | -26% | 13k | 65.93 | |
CarMax (KMX) | 0.1 | $820k | +39% | 8.5k | 96.52 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $814k | 2.0k | 398.43 | ||
Ameriprise Financial (AMP) | 0.1 | $793k | -6% | 2.6k | 300.27 | |
Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $792k | NEW | 9.8k | 81.21 | |
Applied Materials (AMAT) | 0.1 | $790k | -21% | 6.0k | 131.86 | |
Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $778k | +16% | 18k | 42.98 | |
Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $776k | +28% | 24k | 32.65 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $771k | -9% | 4.8k | 162.08 | |
Corning Incorporated (GLW) | 0.1 | $771k | +9% | 21k | 36.89 | |
Corteva (CTVA) | 0.1 | $767k | 13k | 57.50 | ||
Palo Alto Networks (PANW) | 0.1 | $766k | -27% | 1.2k | 622.26 | |
Ishares Tr Short Treas Bd (SHV) | 0.1 | $766k | -32% | 7.0k | 110.22 | |
Ishares Tr Core Total Usd (IUSB) | 0.1 | $766k | +51% | 15k | 49.64 | |
Entegris (ENTG) | 0.1 | $757k | -8% | 5.8k | 131.29 | |
Live Nation Entertainment (LYV) | 0.1 | $752k | +28% | 6.4k | 117.68 | |
IDEXX Laboratories (IDXX) | 0.1 | $749k | +143% | 1.4k | 547.11 | |
Aaon Com Par $0.004 (AAON) | 0.1 | $748k | 13k | 55.71 | ||
Republic Services (RSG) | 0.1 | $744k | -24% | 5.6k | 132.53 | |
Williams-Sonoma (WSM) | 0.1 | $743k | -5% | 5.1k | 145.06 | |
Blackline (BL) | 0.1 | $742k | -13% | 10k | 73.25 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $740k | -28% | 9.7k | 76.44 | |
Crown Castle Intl (CCI) | 0.1 | $739k | -11% | 4.0k | 184.66 |
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 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