Baker Tilly Wealth Management, LLC Incresed Positions in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
MNST
Monster Beverage Corp

Consumer Defensive
1.02K
+ 6.21%
$49.24 - $56.38 $50.3K - $57.6K
17.5K $917K
WDAY
Workday, Inc.

Technology
117
+ 5.48%
$233.85 - $279.91 $27.4K - $32.7K
2.25K $581K
PYPL
Pay Pal Holdings, Inc.

Financial Services
303
+ 6.54%
$77.25 - $91.3 $23.4K - $27.7K
4.94K $421K
MLM
Martin Marietta Materials Inc

Basic Materials
146
+ 20.48%
$516.5 - $619.58 $75.4K - $90.5K
859 $443K
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
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 296.69%
$25.93 - $105.3 $265K - $1.08M
13.7K $380K
RTX
Raytheon Technologies Corp

Industrials
610
+ 6.74%
$114.45 - $127.21 $69.8K - $77.6K
9.66K $1.12M
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
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
Liberty Media Corp Del
169
+ 6.46%
N/A
2.79K $0
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
ABT
Abbott Laboratories

Healthcare
32
+ 0.8%
$111.93 - $119.39 $3.58K - $3.82K
4.02K $454K
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
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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