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
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
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
184
+ 2.78%
$72.17 - $75.74 $13.3K - $13.9K
6.8K $509K
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
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
MDT
Medtronic PLC

Healthcare
102
+ 3.27%
$90.06 - $98.43 $9.19K - $10K
3.22K $310K
MCO
Moodys Corp

Financial Services
23
+ 4.19%
$468.56 - $495.08 $10.8K - $11.4K
572 $274K
SPY
Spdr S&P 500 ETF Trust

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

Technology
415
+ 2.18%
$496.82 - $542.07 $206K - $225K
19.4K $9.87M
LOW
Lowes Companies Inc

Consumer Cyclical
258
+ 13.95%
$225.0 - $247.99 $58.1K - $64K
2.11K $474K
AFL
Aflac Inc

Financial Services
35
+ 1.67%
$105.7 - $115.01 $3.7K - $4.03K
2.13K $243K
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
SAN
Banco Santander, S.A.

Financial Services
72
+ 0.4%
$9.65 - $11.03 $695 - $794
17.9K $192K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14
+ 0.1%
$31.41 - $33.69 $440 - $472
13.7K $442K
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 0.04%
$84.72 - $94.1 $84.7 - $94.1
2.3K $213K
ADSK
Autodesk, Inc.

Technology
19
+ 0.45%
N/A
4.28K $1.05M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
35
+ 0.13%
$25.2 - $26.46 $882 - $926
26.6K $686K
Liberty Media Corp Del
9
+ 0.35%
N/A
2.55K $0
Brookfield Corp
3.42K
+ 23.47%
N/A
18K $0
Dimensional ETF Trust
53
+ 1.3%
N/A
4.14K $0
Brookfield Infrastructure CO
826
+ 8.14%
N/A
11K $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
22
+ 0.34%
$68.28 - $84.44 $1.5K - $1.86K
6.59K $501K
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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