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
Ge Vernova Inc
74
+ 12.15%
N/A
683 $0
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.06%
$118.22 - $122.79 $118 - $123
1.71K $209K
Natwest Group PLC
45
+ 0.35%
N/A
12.9K $0
Lam Research Corp
91
+ 5.98%
N/A
1.61K $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
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
AJG
Arthur J. Gallagher & Co.

Financial Services
25
+ 2.42%
$242.98 - $310.48 $6.07K - $7.76K
1.06K $273K
MET
Metlife Inc

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

Financial Services
7
+ 0.44%
$536.85 - $580.45 $3.76K - $4.06K
1.61K $862K
COF
Capital One Financial Corp

Financial Services
23
+ 0.49%
$201.01 - $225.01 $4.62K - $5.18K
4.75K $954K
UNP
Union Pacific Corp

Industrials
63
+ 1.38%
$216.37 - $237.41 $13.6K - $15K
4.63K $1.02M
LYV
Live Nation Entertainment, Inc.

Communication Services
369
+ 9.06%
$134.79 - $158.88 $49.7K - $58.6K
4.44K $603K
DIS
Walt Disney CO

Communication Services
14
+ 0.09%
$105.69 - $116.65 $1.48K - $1.63K
15.9K $1.69M
BA
Boeing CO

Industrials
322
+ 2.67%
$191.81 - $225.32 $61.8K - $72.6K
12.4K $2.38M
TSLA
Tesla, Inc.

Consumer Cyclical
283
+ 2.53%
$401.99 - $468.37 $114K - $133K
11.5K $4.68M
NFLX
Netflix Inc

Communication Services
27.8K
+ 877.97%
$110.29 - $1241.35 $3.07M - $34.5M
31K $3.42M
META
Meta Platforms, Inc.

Communication Services
342
+ 4.21%
$609.01 - $751.67 $208K - $257K
8.47K $5.16M
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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