Baker Tilly Wealth Management, LLC Sells in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-267
- 5.86%
$141.15 - $162.53 $37.7K - $43.4K
4.29K $621K
PPG
Ppg Industries Inc

Basic Materials
-130
- 4.89%
$119.09 - $131.37 $15.5K - $17.1K
2.53K $301K
SAP
Sap Se

Technology
-489
- 11.69%
$218.13 - $255.54 $107K - $125K
3.69K $909K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-907
- 8.09%
$42.33 - $43.3 $38.4K - $39.3K
10.3K $439K
ASML
Asml Holding Nv

Technology
-2
- 0.63%
$658.43 - $872.27 $1.32K - $1.74K
314 $217K
AAON
Aaon, Inc.

Industrials
-579
- 23.98%
$106.25 - $140.75 $61.5K - $81.5K
1.84K $216K
ROP
Roper Technologies Inc

Industrials
-12
- 1.36%
$519.85 - $575.95 $6.24K - $6.91K
872 $453K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-510
- 2.24%
$50.37 - $50.6 $25.7K - $25.8K
22.3K $1.12M
GLD
Spdr Gold Trust

ETFs
-54
- 0.27%
$236.59 - $257.5 $12.8K - $13.9K
20.1K $4.87M
GWW
W.W. Grainger, Inc.

Industrials
-34
- 11.15%
$1023.06 - $1220.93 $34.8K - $41.5K
271 $285K
CSCO
Cisco Systems, Inc.

Technology
-1.51K
- 13.98%
$52.45 - $60.02 $78.9K - $90.3K
9.26K $548K
VTI
Vanguard Total Stock Market Et

ETFs
-127
- 6.2%
$280.04 - $302.45 $35.6K - $38.4K
1.92K $557K
AIG
American International Group, Inc.

Financial Services
-246
- 3.15%
$70.0 - $79.22 $17.2K - $19.5K
7.56K $550K
AFL
Aflac Inc

Financial Services
-29
- 1.39%
$100.37 - $115.27 $2.91K - $3.34K
2.06K $212K
TYL
Tyler Technologies Inc

Technology
-29
- 6.18%
$576.64 - $635.69 $16.7K - $18.4K
440 $253K
LYG
Lloyds Banking Group PLC

Financial Services
-441
- 1.15%
$2.67 - $3.23 $1.18K - $1.42K
38K $103K
TT
Trane Technologies PLC

Industrials
-6
- 0.88%
$369.35 - $419.14 $2.22K - $2.51K
675 $249K
IBM
International Business Machines Corp

Technology
-58
- 3.42%
$204.9 - $238.04 $11.9K - $13.8K
1.64K $360K
GILD
Gilead Sciences, Inc.

Healthcare
-735
- 11.65%
$83.95 - $97.9 $61.7K - $72K
5.57K $514K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-85
- 0.79%
$9.25 - $10.62 $786 - $903
10.7K $104K
ILMN
Illumina, Inc.

Healthcare
-73
- 2.69%
$128.99 - $155.15 $9.42K - $11.3K
2.64K $352K
Linde PLC
-285
- 10.99%
N/A
2.31K $0
Brookfield Corp
-359
- 2.6%
N/A
13.5K $0
Schwab Charles Family Fd
-20.1K
- 1.0%
N/A
1.99M $0
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 2.56%
$873.59 - $994.69 $6.99K - $7.96K
304 $278K
VB
Vanguard Small Cap ETF

ETFs
-8
- 0.49%
$233.76 - $261.58 $1.87K - $2.09K
1.61K $387K
ABNB
Airbnb, Inc.

Consumer Cyclical
-44
- 2.4%
$125.36 - $147.37 $5.52K - $6.48K
1.79K $235K
VRSK
Verisk Analytics, Inc.

Industrials
-6
- 0.56%
$262.86 - $294.75 $1.58K - $1.77K
1.07K $295K
MORN
Morningstar, Inc.

Financial Services
-1
- 0.14%
$312.56 - $358.78 $313 - $359
696 $234K
CBRE
Cbre Group, Inc.

Real Estate
-35
- 1.25%
$119.22 - $140.71 $4.17K - $4.92K
2.76K $361K
AXP
American Express CO

Financial Services
-13
- 1.74%
$267.35 - $305.57 $3.48K - $3.97K
736 $218K
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.16%
$280.08 - $307.97 $560 - $616
1.23K $358K
AMP
Ameriprise Financial Inc

Financial Services
-16
- 3.12%
$473.15 - $574.01 $7.57K - $9.18K
497 $264K
WFC
Wells Fargo & Company

Financial Services
-1.36K
- 15.75%
$54.98 - $77.35 $74.9K - $105K
7.29K $511K
OKE
Oneok Inc

Energy
-6
- 0.21%
$92.28 - $117.05 $554 - $702
2.83K $284K
BLK
Black Rock Inc.

Financial Services
-1
- 0.26%
$934.02 - $1065.26 $934 - $1.07K
383 $392K
CPRT
Copart Inc

Consumer Cyclical
-104
- 1.44%
$51.36 - $63.8 $5.34K - $6.64K
7.13K $409K
WMT
Walmart Inc.

Consumer Defensive
-128
- 2.56%
$79.1 - $95.7 $10.1K - $12.2K
4.88K $440K
MA
Mastercard Inc

Financial Services
-7
- 0.52%
$491.3 - $536.15 $3.44K - $3.75K
1.35K $711K
GM
General Motors CO

Consumer Cyclical
-440
- 4.83%
$44.82 - $60.2 $19.7K - $26.5K
8.67K $461K
WMB
Williams Companies, Inc.

Energy
-3.26K
- 10.51%
$46.37 - $59.74 $151K - $195K
27.7K $1.5M
BA
Boeing CO

Industrials
-360
- 3.2%
$138.14 - $180.72 $49.7K - $65.1K
10.9K $1.93M
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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