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
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.65%
$178.39 - $215.0 $1.78K - $2.15K
1.56K $300K
DTE
Dte Energy CO

Utilities
292
+ 10.03%
$117.04 - $129.77 $34.2K - $37.9K
3.2K $386K
EPAM
Epam Systems, Inc.

Technology
69
+ 4.94%
N/A
1.47K $271K
PM
Philip Morris International Inc.

Consumer Defensive
126
+ 3.4%
$118.38 - $133.06 $14.9K - $16.8K
3.83K $460K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.8K
+ 197.73%
$22.01 - $66.82 $392K - $1.19M
26.8K $608K
MCO
Moodys Corp

Financial Services
21
+ 4.42%
$454.04 - $500.88 $9.53K - $10.5K
496 $234K
RSG
Republic Services, Inc.

Industrials
23
+ 2.19%
$198.0 - $218.75 $4.55K - $5.03K
1.08K $216K
ZTS
Zoetis Inc.

Healthcare
356
+ 20.65%
$162.24 - $194.42 $57.8K - $69.2K
2.08K $338K
Brookfield Infrastructure CO
1.58K
+ 20.32%
N/A
9.38K $0
HEIA
Heico Crp Cl A
26
+ 0.61%
N/A
4.3K $0
Liberty Media Corp Del
169
+ 6.46%
N/A
2.79K $0
JNK
Spdr Bloomberg High Yield Bond

ETFs
66
+ 1.73%
$94.77 - $97.36 $6.25K - $6.43K
3.89K $371K
BRO
Brown & Brown, Inc.

Financial Services
41
+ 0.66%
$100.93 - $113.42 $4.14K - $4.65K
6.21K $633K
CSX
Csx Corp

Industrials
311
+ 4.07%
$31.58 - $36.88 $9.82K - $11.5K
7.96K $256K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
420
+ 1.09%
$22.39 - $23.45 $9.4K - $9.85K
38.8K $892K
PGR
Progressive Corp

Financial Services
24
+ 2.23%
$239.6 - $268.88 $5.75K - $6.45K
1.1K $264K
COP
Conocophillips

Energy
81
+ 2.5%
$95.12 - $114.72 $7.7K - $9.29K
3.32K $329K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
310
+ 5.56%
$58.88 - $64.8 $18.3K - $20.1K
5.89K $346K
GE
General Electric CO

Industrials
163
+ 7.1%
$159.95 - $194.23 $26.1K - $31.7K
2.46K $410K
MSFT
Microsoft Corp

Technology
305
+ 1.76%
$406.35 - $454.46 $124K - $139K
17.6K $7.43M
AZN
Astrazeneca PLC

Healthcare
1.17K
+ 14.04%
$63.2 - $79.58 $73.6K - $92.7K
9.47K $620K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
37
+ 0.62%
$33.77 - $44.09 $1.25K - $1.63K
5.96K $202K
DHR
Danaher Corp

Healthcare
17
+ 1.9%
$226.16 - $274.52 $3.84K - $4.67K
912 $209K
PG
Procter & Gamble CO

Consumer Defensive
32
+ 0.39%
$161.05 - $179.7 $5.15K - $5.75K
8.29K $1.39M
ACGL
Arch Capital Group Ltd.

Financial Services
240
+ 7.34%
$88.71 - $114.86 $21.3K - $27.6K
3.51K $324K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.28%
$244.52 - $284.07 $1.22K - $1.42K
1.82K $449K
AWK
American Water Works Company, Inc.

Utilities
104
+ 3.91%
$123.83 - $146.07 $12.9K - $15.2K
2.77K $344K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
17
+ 0.35%
$131.66 - $144.0 $2.24K - $2.45K
4.88K $644K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
113
+ 4.06%
$82.28 - $117.52 $9.3K - $13.3K
2.9K $245K
AMGN
Amgen Inc

Healthcare
4
+ 0.48%
$258.78 - $328.31 $1.04K - $1.31K
841 $219K
NKE
Nike, Inc.

Consumer Cyclical
124
+ 2.46%
$73.36 - $89.13 $9.1K - $11.1K
5.17K $391K
ABBV
Abb Vie Inc.

Healthcare
94
+ 2.48%
$164.99 - $203.87 $15.5K - $19.2K
3.89K $691K
FCX
Freeport Mcmoran Inc

Basic Materials
2.08K
+ 14.72%
$38.08 - $50.82 $79.2K - $106K
16.2K $617K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.8K
+ 164.74%
$26.93 - $84.95 $668K - $2.11M
39.9K $1.09M
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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