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
MDT
Medtronic PLC

Healthcare
102
+ 3.27%
$90.06 - $98.43 $9.19K - $10K
3.22K $310K
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 2.16%
$653.02 - $687.39 $13.1K - $13.7K
948 $631K
MSFT
Microsoft Corp

Technology
415
+ 2.18%
$496.82 - $542.07 $206K - $225K
19.4K $9.87M
AFL
Aflac Inc

Financial Services
35
+ 1.67%
$105.7 - $115.01 $3.7K - $4.03K
2.13K $243K
LOW
Lowes Companies Inc

Consumer Cyclical
258
+ 13.95%
$225.0 - $247.99 $58.1K - $64K
2.11K $474K
ODFL
Old Dominion Freight Line, Inc.

Industrials
213
+ 9.44%
$132.29 - $144.78 $28.2K - $30.8K
2.47K $326K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
56
+ 0.62%
$23.02 - $24.23 $1.29K - $1.36K
9.02K $215K
IEFA
Ishares Tr

ETFs
3
+ 0.07%
$86.09 - $89.88 $258 - $270
4.3K $381K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14
+ 0.1%
$31.41 - $33.69 $440 - $472
13.7K $442K
SAN
Banco Santander, S.A.

Financial Services
72
+ 0.4%
$9.65 - $11.03 $695 - $794
17.9K $192K
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 0.04%
$84.72 - $94.1 $84.7 - $94.1
2.3K $213K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35
+ 0.13%
$25.2 - $26.46 $882 - $926
26.6K $686K
Brookfield Renewable Corp
5.78K
New
N/A
5.78K $0
Grayscale Ethereum Mini Tr E
7.13K
New
N/A
7.13K $0
Lam Research Corp
91
+ 5.98%
N/A
1.61K $0
Ge Vernova Inc
74
+ 12.15%
N/A
683 $0
Ishares Bitcoin Trust ETF
15.2K
New
N/A
15.2K $0
Morgan Stanley ETF Trust
16.4K
New
N/A
16.4K $0
Natwest Group PLC
45
+ 0.35%
N/A
12.9K $0
Liberty Media Corp Del
9
+ 0.35%
N/A
2.55K $0
Blackrock ETF Trust Ii
12.8K
New
N/A
12.8K $0
Brookfield Corp
3.42K
+ 23.47%
N/A
18K $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
22
+ 0.34%
$68.28 - $84.44 $1.5K - $1.86K
6.59K $501K
Unilever PLC
17.1K
New
N/A
17.1K $0
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.06%
$118.22 - $122.79 $118 - $123
1.71K $209K
Brookfield Infrastructure CO
826
+ 8.14%
N/A
11K $0
Profesionally Managed Portfo
97.1K
New
N/A
97.1K $0
Dimensional ETF Trust
53
+ 1.3%
N/A
4.14K $0
CI
Cigna Corp

Healthcare
100
+ 6.04%
$244.41 - $311.0 $24.4K - $31.1K
1.76K $476K
MSCI
Msci Inc.

Financial Services
1
+ 0.1%
$533.34 - $593.76 $533 - $594
981 $554K
GWW
W.W. Grainger, Inc.

Industrials
4
+ 1.44%
$926.21 - $979.0 $3.7K - $3.92K
281 $260K
YUM
Yum Brands Inc

Consumer Cyclical
22
+ 0.67%
$138.21 - $153.19 $3.04K - $3.37K
3.31K $493K
ADI
Analog Devices Inc

Technology
30
+ 3.37%
$225.32 - $246.37 $6.76K - $7.39K
919 $211K
FDS
Factset Research Systems Inc

Financial Services
18
+ 1.56%
$253.62 - $294.11 $4.57K - $5.29K
1.17K $321K
AMT
American Tower Corp

Real Estate
280
+ 5.66%
$176.64 - $193.32 $49.5K - $54.1K
5.23K $942K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 0.09%
$118.22 - $133.75 $591 - $669
5.65K $737K
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 0.27%
$398.46 - $431.24 $797 - $862
744 $305K
RSG
Republic Services, Inc.

Industrials
8
+ 0.83%
$204.12 - $227.29 $1.63K - $1.82K
969 $203K
CDW
Cdw Corp

Technology
59
+ 3.19%
$141.56 - $159.42 $8.35K - $9.41K
1.91K $276K
MLM
Martin Marietta Materials Inc

Basic Materials
24
+ 2.45%
$596.44 - $656.85 $14.3K - $15.8K
1K $597K
PG
Procter & Gamble CO

Consumer Defensive
338
+ 3.79%
$145.5 - $153.18 $49.2K - $51.8K
9.26K $1.35M
DMLP
Dorchester Minerals, L.P.

Energy
375
+ 2.87%
$22.69 - $25.83 $8.51K - $9.69K
13.5K $317K
PYPL
Pay Pal Holdings, Inc.

Financial Services
18
+ 0.35%
$61.89 - $76.13 $1.11K - $1.37K
5.1K $315K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.1%
$320.52 - $369.92 $321 - $370
1.05K $337K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
211
+ 1.18%
$7.48 - $9.49 $1.58K - $2K
18.1K $135K
ARES
Ares Management Corp

Financial Services
133
+ 4.62%
$140.88 - $155.5 $18.7K - $20.7K
3.01K $428K
NKE
Nike, Inc.

Consumer Cyclical
63
+ 1.2%
$60.8 - $74.57 $3.83K - $4.7K
5.29K $332K
ENTG
Entegris Inc

Technology
1
+ 0.04%
$78.28 - $100.26 $78.3 - $100
2.77K $217K
MET
Metlife Inc

Financial Services
7
+ 0.06%
$75.97 - $82.89 $532 - $580
12.5K $981K
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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