Baker Tilly Wealth Management, LLC Purchases in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.34K
+ 7.34%
$165.41 - $192.43 $222K - $258K
19.6K $3.26M
NOC
Northrop Grumman Corp

Industrials
445
+ 46.45%
$466.52 - $543.88 $208K - $242K
1.4K $658K
TXN
Texas Instruments Inc

Technology
740
+ 24.78%
N/A
3.73K $725K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
200
+ 4.2%
$229.83 - $258.46 $46K - $51.7K
4.96K $1.23M
SQ
Block, Inc.

Technology
219
+ 4.04%
$65.06 - $98.92 $14.2K - $21.7K
5.64K $479K
KKR
Kkr & Co. Inc.

Financial Services
81
+ 1.4%
$129.87 - $162.87 $10.5K - $13.2K
5.89K $870K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.53K
+ 41.93%
$44.33 - $49.55 $112K - $125K
8.56K $384K
TRV
Travelers Companies, Inc.

Financial Services
351
+ 9.37%
$225.97 - $266.66 $79.3K - $93.6K
4.1K $986K
GLDM
World Gold Trust

ETFs
2.17K
+ 4.3%
$50.76 - $55.23 $110K - $120K
52.5K $2.73M
SEIC
Sei Investments CO

Financial Services
366
+ 6.61%
$69.36 - $86.58 $25.4K - $31.7K
5.9K $486K
ARES
Ares Management Corp

Financial Services
259
+ 10.34%
$153.38 - $183.7 $39.7K - $47.6K
2.76K $489K
LYV
Live Nation Entertainment, Inc.

Communication Services
225
+ 7.2%
$109.06 - $140.54 $24.5K - $31.6K
3.35K $433K
UNP
Union Pacific Corp

Industrials
664
+ 18.75%
$223.15 - $249.32 $148K - $166K
4.21K $958K
DMLP
Dorchester Minerals, L.P.

Energy
1.61K
+ 15.4%
$30.69 - $34.41 $49.5K - $55.5K
12.1K $402K
ISRG
Intuitive Surgical Inc

Healthcare
91
+ 7.82%
$471.27 - $550.62 $42.9K - $50.1K
1.26K $655K
FICO
Fair Isaac Corp

Technology
37
+ 16.59%
$1911.01 - $2382.4 $70.7K - $88.1K
260 $517K
MKL
Markel Corp

Financial Services
18
+ 7.32%
$1542.01 - $1785.11 $27.8K - $32.1K
264 $455K
MS
Morgan Stanley

Financial Services
126
+ 5.22%
$104.42 - $134.99 $13.2K - $17K
2.54K $319K
FDS
Factset Research Systems Inc

Financial Services
79
+ 6.59%
$449.69 - $495.72 $35.5K - $39.2K
1.28K $613K
CSGP
Costar Group, Inc.

Real Estate
1.22K
+ 18.68%
$69.7 - $81.97 $85.3K - $100K
7.78K $556K
PYPL
Pay Pal Holdings, Inc.

Financial Services
303
+ 6.54%
$77.25 - $91.3 $23.4K - $27.7K
4.94K $421K
MNST
Monster Beverage Corp

Consumer Defensive
1.02K
+ 6.21%
$49.24 - $56.38 $50.3K - $57.6K
17.5K $917K
MLM
Martin Marietta Materials Inc

Basic Materials
146
+ 20.48%
$516.5 - $619.58 $75.4K - $90.5K
859 $443K
WDAY
Workday, Inc.

Technology
117
+ 5.48%
$233.85 - $279.91 $27.4K - $32.7K
2.25K $581K
VEEV
Veeva Systems Inc

Healthcare
278
+ 22.56%
$201.81 - $250.45 $56.1K - $69.6K
1.51K $317K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 3.91%
$1146.59 - $1270.6 $31K - $34.3K
718 $851K
C
Citigroup Inc

Financial Services
236
+ 4.62%
$61.31 - $72.5 $14.5K - $17.1K
5.35K $376K
LLY
Eli Lilly & CO

Healthcare
236
+ 20.87%
$727.2 - $932.06 $172K - $220K
1.37K $1.06M
AVB
Avalonbay Communities Inc

Real Estate
312
+ 10.84%
$216.28 - $237.81 $67.5K - $74.2K
3.19K $701K
MSCI
Msci Inc.

Financial Services
59
+ 5.99%
$569.09 - $635.99 $33.6K - $37.5K
1.04K $626K
CAT
Caterpillar Inc

Industrials
206
+ 18.93%
$360.37 - $416.88 $74.2K - $85.9K
1.29K $469K
WM
Waste Management Inc

Industrials
289
+ 9.34%
$201.79 - $228.46 $58.3K - $66K
3.38K $682K
BMY
Bristol Myers Squibb CO

Healthcare
155
+ 2.63%
$51.92 - $59.94 $8.05K - $9.29K
6.05K $341K
KMX
Carmax Inc

Consumer Cyclical
232
+ 6.21%
$71.11 - $87.2 $16.5K - $20.2K
3.97K $324K
FTI
Technip Fmc PLC

Energy
338
+ 4.1%
$25.16 - $31.95 $8.5K - $10.8K
8.58K $248K
TDG
Trans Digm Group Inc

Industrials
98
+ 16.81%
$1239.0 - $1442.53 $121K - $141K
681 $863K
APD
Air Products & Chemicals, Inc.

Basic Materials
156
+ 7.22%
$285.5 - $335.62 $44.5K - $52.4K
2.32K $672K
GLW
Corning Inc

Technology
279
+ 4.31%
$44.11 - $49.76 $12.3K - $13.9K
6.75K $320K
DE
Deere & CO

Industrials
55
+ 9.48%
$389.45 - $466.0 $21.4K - $25.6K
635 $269K
ADSK
Autodesk, Inc.

Technology
112
+ 2.37%
N/A
4.84K $1.19M
RTX
Raytheon Technologies Corp

Industrials
610
+ 6.74%
$114.45 - $127.21 $69.8K - $77.6K
9.66K $1.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 296.69%
$25.93 - $105.3 $265K - $1.08M
13.7K $380K
PCG
Pg&E Corp

Utilities
715
+ 4.58%
$19.2 - $21.63 $13.7K - $15.5K
16.3K $329K
CWB
Spdr Bloomberg Convertible Sec

ETFs
193
+ 5.94%
$76.21 - $82.24 $14.7K - $15.9K
3.44K $268K
AME
Ametek Inc

Industrials
27
+ 1.63%
$165.89 - $197.38 $4.48K - $5.33K
1.68K $302K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
888
+ 6.58%
$10.4 - $12.75 $9.24K - $11.3K
14.4K $168K
VCIT
Vanguard Intermediate Term Cor

ETFs
651
+ 6.63%
$80.13 - $83.77 $52.2K - $54.5K
10.5K $840K
SONY
Sony Group Corp

Technology
8.57K
+ 393.48%
$17.53 - $96.8 $150K - $830K
10.8K $227K
HLN
Haleon PLC

Healthcare
8.08K
+ 13.62%
$9.23 - $10.71 $74.6K - $86.5K
67.4K $644K
Activity Summary
Buys All Purchases 135 New Holdings 17 Increased Positions 118 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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