Baker Tilly Wealth Management, LLC Incresed Positions in Q4 2025

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
76.4K
+ 19.92%
$41.58 - $44.36 $3.18M - $3.39M
460K $20.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
42.8K
+ 62.42%
$57.9 - $61.26 $2.48M - $2.62M
111K $6.68M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20.2K
+ 18.0%
$50.33 - $50.81 $1.02M - $1.03M
132K $6.69M
NOW
Service Now, Inc.

Technology
1.25K
+ 432.41%
$835.79 - $946.29 $1.05M - $1.19M
1.54K $1.29M
AAPL
Apple Inc.

Technology
2.34K
+ 9.01%
$245.27 - $275.25 $573K - $643K
28.3K $7.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.97K
+ 35.02%
$459.47 - $491.71 $905K - $969K
7.6K $3.58M
GLDM
World Gold Trust

ETFs
5.95K
+ 6.5%
$76.32 - $86.69 $454K - $516K
97.4K $7.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
923
+ 1.81%
$600.51 - $631.95 $554K - $583K
51.9K $32.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 4.49%
$213.04 - $254.0 $256K - $305K
28K $6.56M
VO
Vanguard Mid Cap ETF

ETFs
2.45K
+ 26.92%
$286.27 - $296.23 $700K - $725K
11.5K $3.31M
GOOG
Alphabet Inc.

Communication Services
615
+ 6.1%
$237.49 - $291.74 $146K - $179K
10.7K $3.06M
SPYG
Spdr Portfolio

ETFs
5.37K
+ 24.12%
$102.4 - $109.39 $549K - $587K
27.6K $2.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.31K
+ 86.26%
$237.56 - $271.47 $548K - $626K
4.98K $1.29M
TXN
Texas Instruments Inc

Technology
2.03K
+ 36.39%
N/A
7.61K $1.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.55K
+ 135.26%
$50.57 - $50.77 $382K - $383K
13.1K $664K
AVGO
Broadcom Inc.

Technology
734
+ 8.69%
$324.63 - $385.98 $238K - $283K
9.19K $3.15M
NVDA
Nvidia Corp

Technology
1.83K
+ 2.79%
$179.83 - $207.04 $328K - $378K
67.3K $12.6M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 10.98%
$185.98 - $199.58 $188K - $202K
10.2K $2.04M
CRM
Salesforce, Inc.

Technology
1.2K
+ 27.01%
$235.69 - $263.41 $282K - $315K
5.63K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
389
+ 2.98%
$475.68 - $513.11 $185K - $200K
13.4K $6.83M
ISRG
Intuitive Surgical Inc

Healthcare
232
+ 17.66%
$429.59 - $576.2 $99.7K - $134K
1.55K $845K
CBRE
Cbre Group, Inc.

Real Estate
1.76K
+ 39.09%
$149.99 - $164.2 $264K - $289K
6.26K $962K
WMT
Walmart Inc.

Consumer Defensive
2.22K
+ 43.01%
$101.18 - $109.03 $225K - $242K
7.39K $761K
QQQ
Invesco Qqq Trust, Series 1

ETFs
294
+ 2.19%
$589.5 - $635.77 $173K - $187K
13.7K $8.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.57K
+ 33.15%
$118.29 - $126.28 $186K - $199K
6.32K $764K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
23
+ 1.79%
$557.73 - $694.99 $12.8K - $16K
1.31K $906K
WMB
Williams Companies, Inc.

Energy
3.89K
+ 17.19%
$56.51 - $64.48 $220K - $251K
26.5K $1.62M
AXP
American Express CO

Financial Services
429
+ 15.72%
$316.26 - $372.77 $136K - $160K
3.16K $1.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
105
+ 8.32%
$524.58 - $588.02 $55.1K - $61.7K
1.37K $775K
IVE
Ishares S&P 500 Value ETF

ETFs
679
+ 47.12%
$202.52 - $212.07 $138K - $144K
2.12K $444K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 0.91%
$402.9 - $437.15 $11.3K - $12.2K
3.11K $1.35M
KO
Coca Cola CO

Consumer Defensive
906
+ 5.28%
$66.1 - $71.61 $59.9K - $64.9K
18.1K $1.28M
EFV
Msci Eafe Value ETF

ETFs
1.54K
+ 30.14%
$66.73 - $70.99 $103K - $110K
6.66K $468K
VUG
Vanguard Growth ETF

ETFs
217
+ 9.13%
$470.44 - $504.26 $102K - $109K
2.6K $1.25M
VTI
Vanguard Total Stock Market Et

ETFs
329
+ 15.05%
$321.8 - $337.95 $106K - $111K
2.52K $829K
XOM
Exxon Mobil Corp

Energy
188
+ 1.03%
$110.64 - $119.78 $20.8K - $22.5K
18.4K $2.16M
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
MNST
Monster Beverage Corp

Consumer Defensive
123
+ 0.69%
$66.31 - $71.91 $8.16K - $8.84K
18K $1.28M
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
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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