Baker Tilly Wealth Management, LLC Sells in Q4 2025

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TT
Trane Technologies PLC

Industrials
-276
- 27.82%
$408.5 - $448.65 $113K - $124K
716 $299K
TMUS
T Mobile Us, Inc.

Communication Services
-37
- 0.96%
$201.01 - $233.26 $7.44K - $8.63K
3.81K $822K
WDAY
Workday, Inc.

Technology
-346
- 19.19%
$223.49 - $245.67 $77.3K - $85K
1.46K $336K
AVB
Avalonbay Communities Inc

Real Estate
-198
- 4.91%
$173.92 - $191.37 $34.4K - $37.9K
3.83K $681K
EPAM
Epam Systems, Inc.

Technology
-423
- 18.52%
N/A
1.86K $345K
EQT
Eqt Corp

Energy
-1.81K
- 29.93%
$51.8 - $60.84 $93.9K - $110K
4.25K $254K
TRV
Travelers Companies, Inc.

Financial Services
-329
- 10.63%
$261.57 - $287.42 $86.1K - $94.6K
2.77K $794K
FAST
Fastenal CO

Industrials
-295
- 4.84%
$40.45 - $48.17 $11.9K - $14.2K
5.79K $234K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-889
- 7.02%
$76.84 - $80.86 $68.3K - $71.9K
11.8K $930K
THC
Tenet Healthcare Corp

Healthcare
-227
- 13.37%
$189.58 - $216.17 $43K - $49.1K
1.47K $283K
BRO
Brown & Brown, Inc.

Financial Services
-196
- 5.89%
$76.42 - $95.96 $15K - $18.8K
3.13K $252K
AMAT
Applied Materials Inc

Technology
-387
- 31.98%
$209.95 - $240.89 $81.3K - $93.2K
823 $188K
GLW
Corning Inc

Technology
-707
- 15.61%
$82.06 - $90.29 $58K - $63.8K
3.82K $313K
SAP
Sap Se

Technology
-60
- 4.28%
$238.9 - $280.46 $14.3K - $16.8K
1.34K $320K
WM
Waste Management Inc

Industrials
-55
- 1.64%
$196.77 - $219.98 $10.8K - $12.1K
3.31K $691K
SNPS
Synopsys Inc

Technology
-9
- 1.96%
$389.83 - $489.36 $3.51K - $4.4K
450 $175K
ADBE
Adobe Inc.

Technology
-77
- 8.92%
$325.07 - $359.91 $25K - $27.7K
786 $255K
ROP
Roper Technologies Inc

Industrials
-13
- 1.49%
$443.27 - $520.0 $5.76K - $6.76K
857 $385K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-44
- 2.25%
$178.37 - $198.46 $7.85K - $8.73K
1.91K $351K
STZ
Constellation Brands, Inc.

Consumer Defensive
-157
- 6.77%
$127.65 - $142.97 $20K - $22.4K
2.16K $279K
CPRT
Copart Inc

Consumer Cyclical
-179
- 2.66%
$39.98 - $45.76 $7.16K - $8.19K
6.55K $269K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-562
- 5.11%
$42.66 - $43.29 $24K - $24.3K
10.4K $445K
C
Citigroup Inc

Financial Services
-102
- 2.31%
$93.93 - $102.87 $9.58K - $10.5K
4.31K $422K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.03K
- 5.51%
$23.04 - $23.36 $23.6K - $24K
17.6K $406K
AWK
American Water Works Company, Inc.

Utilities
-11
- 0.38%
$125.97 - $145.43 $1.39K - $1.6K
2.87K $378K
BMY
Bristol Myers Squibb CO

Healthcare
-713
- 10.92%
$42.6 - $49.08 $30.4K - $35K
5.82K $272K
DEO
Diageo PLC

Consumer Defensive
-158
- 5.33%
$87.26 - $98.67 $13.8K - $15.6K
2.81K $260K
LUV
Southwest Airlines CO

Industrials
-913
- 9.73%
$29.67 - $34.68 $27.1K - $31.7K
8.48K $278K
INTU
Intuit Inc

Technology
-3
- 0.63%
$641.79 - $683.39 $1.93K - $2.05K
473 $305K
SEIC
Sei Investments CO

Financial Services
-1
- 0.02%
$80.51 - $85.62 $80.5 - $85.6
6.05K $493K
ACN
Accenture PLC

Technology
-18
- 0.6%
$234.02 - $253.35 $4.21K - $4.56K
2.97K $716K
VCIT
Vanguard Intermediate Term Cor

ETFs
-175
- 2.47%
$83.45 - $84.82 $14.6K - $14.8K
6.9K $576K
CVX
Chevron Corp

Energy
-104
- 2.02%
$148.9 - $157.72 $15.5K - $16.4K
5.05K $781K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-832
- 6.02%
$22.39 - $22.71 $18.6K - $18.9K
13K $291K
DTE
Dte Energy CO

Utilities
-26
- 0.87%
$133.44 - $143.32 $3.47K - $3.73K
2.97K $407K
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 2.02%
$910.94 - $954.99 $8.2K - $8.59K
437 $398K
SBUX
Starbucks Corp

Consumer Cyclical
-168
- 1.34%
$78.46 - $87.26 $13.2K - $14.7K
12.4K $1.05M
MKL
Markel Corp

Financial Services
-24
- 9.34%
$1826.32 - $2091.91 $43.8K - $50.2K
233 $480K
BDX
Becton Dickinson & CO

Healthcare
-170
- 2.89%
$176.39 - $193.93 $30K - $33K
5.71K $1.09M
CNC
Centene Corp

Healthcare
-354
- 5.87%
$33.15 - $38.7 $11.7K - $13.7K
5.67K $206K
AIG
American International Group, Inc.

Financial Services
-79
- 1.86%
$76.15 - $84.05 $6.02K - $6.64K
4.17K $324K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-1
- 0.03%
$89.98 - $107.11 $90 - $107
3.22K $329K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-37
- 0.09%
$26.44 - $27.53 $978 - $1.02K
39.4K $1.07M
BSX
Boston Scientific Corp

Healthcare
-156
- 6.13%
$94.95 - $104.98 $14.8K - $16.4K
2.39K $245K
HEIA
Heico Crp Cl A
-372
- 9.4%
N/A
3.59K $0
Ea Series Trust
-84.2K
- 57.23%
N/A
62.9K $0
Dimensional ETF Trust
-36.5K
- 40.18%
N/A
54.4K $0
Barrick Mng Corp
-96
- 1.42%
N/A
6.65K $0
Linde PLC
-250
- 11.57%
N/A
1.91K $0
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
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email