Baker Tilly Wealth Management, LLC Purchases in Q4 2025

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
1.54K
+ 30.14%
$66.73 - $70.99 $103K - $110K
6.66K $468K
ABC
Amerisourcebergen Corp

Healthcare
634
New
N/A
634 $117K
VUG
Vanguard Growth ETF

ETFs
217
+ 9.13%
$470.44 - $504.26 $102K - $109K
2.6K $1.25M
XOM
Exxon Mobil Corp

Energy
188
+ 1.03%
$110.64 - $119.78 $20.8K - $22.5K
18.4K $2.16M
VTI
Vanguard Total Stock Market Et

ETFs
329
+ 15.05%
$321.8 - $337.95 $106K - $111K
2.52K $829K
ASML
Asml Holding Nv

Technology
95
+ 38.93%
$936.19 - $1075.45 $88.9K - $102K
339 $345K
CSCO
Cisco Systems, Inc.

Technology
519
+ 7.89%
$67.46 - $78.0 $35K - $40.5K
7.09K $551K
AMGN
Amgen Inc

Healthcare
25
+ 1.73%
$290.13 - $341.71 $7.25K - $8.54K
1.47K $502K
PSA
Public Storage

Real Estate
433
+ 19.43%
$272.78 - $311.8 $118K - $135K
2.66K $730K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.44K
+ 7.72%
$42.26 - $44.28 $60.7K - $63.6K
20.1K $877K
ILMN
Illumina, Inc.

Healthcare
14
+ 0.47%
$91.0 - $123.54 $1.27K - $1.73K
2.99K $360K
HLN
Haleon PLC

Healthcare
3.21K
+ 4.41%
$8.79 - $9.9 $28.2K - $31.7K
75.9K $728K
GILD
Gilead Sciences, Inc.

Healthcare
338
+ 13.44%
$110.56 - $125.2 $37.4K - $42.3K
2.85K $353K
PEP
Pepsico Inc

Consumer Defensive
328
+ 11.06%
$138.84 - $153.71 $45.5K - $50.4K
3.29K $486K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
750
+ 6.51%
$91.46 - $91.76 $68.6K - $68.8K
12.3K $1.12M
EXPD
Expeditors International Of Washington Inc

Industrials
17
+ 0.43%
$113.13 - $140.68 $1.92K - $2.39K
3.98K $550K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
875
+ 5.71%
$54.27 - $56.85 $47.5K - $49.7K
16.2K $910K
ABBV
Abb Vie Inc.

Healthcare
201
+ 4.16%
$211.96 - $244.38 $42.6K - $49.1K
5.03K $1.18M
GM
General Motors CO

Consumer Cyclical
177
+ 3.74%
$55.35 - $71.89 $9.8K - $12.7K
4.91K $345K
FCX
Freeport Mcmoran Inc

Basic Materials
929
+ 4.84%
$38.65 - $43.31 $35.9K - $40.2K
20.1K $808K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
161
+ 12.93%
$280.66 - $305.09 $45.2K - $49.1K
1.41K $396K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
868
+ 9.96%
$45.45 - $48.31 $39.5K - $41.9K
9.58K $454K
EFA
Ishares Tr Msci Eafe ETF

ETFs
365
+ 6.76%
$92.24 - $96.56 $33.7K - $35.2K
5.77K $549K
VEEV
Veeva Systems Inc

Healthcare
179
+ 11.34%
$283.73 - $306.22 $50.8K - $54.8K
1.76K $515K
MCD
Mcdonalds Corp

Consumer Cyclical
132
+ 9.99%
$293.81 - $310.11 $38.8K - $40.9K
1.45K $443K
VB
Vanguard Small Cap ETF

ETFs
194
+ 12.19%
$248.1 - $260.08 $48.1K - $50.5K
1.79K $445K
DOV
Dover Corp

Industrials
74
+ 4.51%
$161.16 - $183.97 $11.9K - $13.6K
1.71K $313K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
525
+ 19.04%
$176.58 - $207.02 $92.7K - $109K
3.28K $593K
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.33%
$312.18 - $378.94 $937 - $1.14K
918 $340K
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.33K
+ 13.67%
$26.76 - $27.67 $35.5K - $36.7K
11K $296K
AMP
Ameriprise Financial Inc

Financial Services
195
+ 18.82%
$440.8 - $497.79 $86K - $97.1K
1.23K $542K
PFE
Pfizer Inc

Healthcare
1.45K
+ 14.59%
$24.23 - $27.37 $35.1K - $39.7K
11.4K $285K
CSX
Csx Corp

Industrials
971
+ 15.68%
$34.88 - $36.67 $33.9K - $35.6K
7.16K $250K
MS
Morgan Stanley

Financial Services
176
+ 6.95%
$151.86 - $169.92 $26.7K - $29.9K
2.71K $432K
CMI
Cummins Inc

Industrials
12
+ 2.28%
$407.98 - $484.34 $4.9K - $5.81K
539 $249K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
678
+ 9.9%
$44.53 - $47.25 $30.2K - $32K
7.53K $342K
AME
Ametek Inc

Industrials
75
+ 4.51%
$179.28 - $202.11 $13.4K - $15.2K
1.74K $336K
MPC
Marathon Petroleum Corp

Energy
20
+ 0.77%
$180.89 - $200.13 $3.62K - $4K
2.63K $525K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.93K
+ 16.11%
$14.62 - $15.79 $28.2K - $30.5K
13.9K $214K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
184
+ 2.78%
$72.17 - $75.74 $13.3K - $13.9K
6.8K $509K
DE
Deere & CO

Industrials
5
+ 0.47%
$439.11 - $480.78 $2.2K - $2.4K
1.07K $507K
PM
Philip Morris International Inc.

Consumer Defensive
340
+ 10.13%
$144.33 - $160.86 $49.1K - $54.7K
3.7K $564K
GE
General Electric CO

Industrials
64
+ 2.19%
$291.49 - $314.28 $18.7K - $20.1K
2.99K $897K
BAC
Bank Of America Corp

Financial Services
368
+ 2.01%
$48.65 - $54.11 $17.9K - $19.9K
18.7K $962K
H
Hyatt Hotels Corp

Consumer Cyclical
9
+ 0.63%
$135.42 - $156.85 $1.22K - $1.41K
1.45K $220K
SONY
Sony Group Corp

Technology
409
+ 3.64%
$27.71 - $30.26 $11.3K - $12.4K
11.7K $339K
QCOM
Qualcomm Inc

Technology
64
+ 1.01%
$153.59 - $187.68 $9.83K - $12K
6.4K $1.07M
WFC
Wells Fargo & Company

Financial Services
204
+ 2.05%
$77.62 - $87.3 $15.8K - $17.8K
10.2K $848K
MCO
Moodys Corp

Financial Services
23
+ 4.19%
$468.56 - $495.08 $10.8K - $11.4K
572 $274K
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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