Baker Tilly Wealth Management, LLC Purchases in Q1 2025

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
193K
+ 212.57%
$36.8 - $39.59 $7.11M - $7.65M
284K $10.7M
GLDM
World Gold Trust

ETFs
12.8K
+ 24.43%
$52.19 - $61.89 $669K - $794K
65.3K $3.99M
CVS
Cvs Health Corp

Healthcare
13.1K
New
$44.22 - $68.64 $579K - $899K
13.1K $887K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
102
+ 0.94%
$442.66 - $534.52 $45.2K - $54.5K
10.9K $5.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.7K
New
$48.06 - $53.73 $802K - $897K
16.7K $808K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.09K
+ 57.59%
$402.49 - $513.76 $440K - $561K
2.99K $1.45M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11.9K
+ 13.13%
$49.69 - $50.76 $590K - $603K
102K $5.11M
V
Visa Inc.

Financial Services
348
+ 2.87%
$306.92 - $362.71 $107K - $126K
12.5K $4.37M
AMT
American Tower Corp

Real Estate
1.82K
+ 62.18%
$173.46 - $217.6 $315K - $395K
4.73K $1.03M
JNJ
Johnson & Johnson

Healthcare
2.22K
+ 38.41%
$142.06 - $167.7 $316K - $372K
8K $1.33M
XOM
Exxon Mobil Corp

Energy
2.62K
+ 23.06%
$105.44 - $118.93 $277K - $312K
14K $1.67M
UL
Unilever PLC

Consumer Defensive
6.13K
+ 53.54%
$54.72 - $60.29 $336K - $370K
17.6K $1.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.26K
+ 7.1%
$507.05 - $563.67 $1.65M - $1.84M
49.2K $25.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
641
+ 124.71%
$634.14 - $744.83 $406K - $477K
1.16K $732K
CMCSA
Comcast Corp

Communication Services
10K
+ 47.97%
$33.19 - $38.23 $333K - $384K
31K $1.14M
KO
Coca Cola CO

Consumer Defensive
2.76K
+ 16.67%
$60.81 - $72.32 $168K - $199K
19.3K $1.38M
ABBV
Abb Vie Inc.

Healthcare
881
+ 22.65%
$169.2 - $216.66 $149K - $191K
4.77K $999K
NOC
Northrop Grumman Corp

Industrials
449
+ 32.0%
$433.45 - $513.82 $195K - $231K
1.85K $948K
SBUX
Starbucks Corp

Consumer Cyclical
2.11K
+ 20.82%
$91.75 - $115.81 $194K - $244K
12.2K $1.2M
CVX
Chevron Corp

Energy
1.03K
+ 23.91%
$146.71 - $167.97 $151K - $172K
5.32K $889K
BDX
Becton Dickinson & CO

Healthcare
1.12K
+ 25.66%
$222.79 - $249.08 $250K - $280K
5.5K $1.26M
CNC
Centene Corp

Healthcare
4.13K
New
$55.93 - $65.89 $231K - $272K
4.13K $250K
MCHI
Ishares Msci China ETF

ETFs
4.48K
New
$43.71 - $58.65 $196K - $263K
4.48K $244K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.34K
New
$60.74 - $73.87 $203K - $247K
3.34K $243K
IDXX
Idexx Laboratories Inc

Healthcare
576
New
$406.29 - $469.04 $234K - $270K
576 $241K
VZ
Verizon Communications Inc

Communication Services
3.65K
+ 27.26%
$37.81 - $46.49 $138K - $170K
17.1K $773K
FAST
Fastenal CO

Industrials
2.86K
New
$71.11 - $79.98 $203K - $229K
2.86K $221K
AON
Aon PLC

Financial Services
537
New
$348.44 - $409.32 $187K - $220K
537 $214K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
22
+ 3.06%
$1187.71 - $1432.58 $26.1K - $31.5K
740 $1.06M
PLTR
Palantir Technologies Inc.

Technology
217
+ 1.0%
$64.98 - $124.62 $14.1K - $27K
21.8K $1.84M
HDV
Ishares Core High Dividend ETF

ETFs
1.71K
New
$110.86 - $121.12 $190K - $207K
1.71K $204K
AEP
American Electric Power CO Inc

Utilities
1.86K
New
$90.32 - $109.27 $168K - $203K
1.86K $203K
WEC
Wec Energy Group, Inc.

Utilities
1.86K
New
$92.12 - $108.98 $171K - $203K
1.86K $202K
QCOM
Qualcomm Inc

Technology
1.31K
+ 22.27%
$151.94 - $175.86 $199K - $231K
7.2K $1.11M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.21K
New
$146.9 - $170.92 $177K - $206K
1.21K $201K
MNST
Monster Beverage Corp

Consumer Defensive
1.58K
+ 9.06%
$46.16 - $58.58 $73K - $92.6K
19K $1.11M
FCX
Freeport Mcmoran Inc

Basic Materials
4.95K
+ 30.52%
$34.5 - $43.01 $171K - $213K
21.2K $801K
PM
Philip Morris International Inc.

Consumer Defensive
225
+ 5.87%
$117.15 - $158.79 $26.4K - $35.7K
4.06K $643K
BA
Boeing CO

Industrials
1.47K
+ 13.49%
$148.15 - $186.25 $218K - $274K
12.4K $2.11M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
261
+ 9.0%
$80.53 - $147.57 $21K - $38.5K
3.16K $417K
NVO
Novo Nordisk A S

Healthcare
4.38K
+ 52.08%
$69.3 - $90.95 $304K - $399K
12.8K $888K
BRO
Brown & Brown, Inc.

Financial Services
185
+ 2.98%
$100.54 - $124.4 $18.6K - $23K
6.39K $795K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.4K
New
$11.66 - $14.98 $133K - $171K
11.4K $155K
GE
General Electric CO

Industrials
359
+ 14.6%
$168.59 - $212.13 $60.5K - $76.2K
2.82K $564K
AES
Aes Corp

Utilities
11.8K
+ 90.72%
$9.93 - $13.23 $117K - $156K
24.7K $307K
MRK
Merck & Co., Inc.

Healthcare
2.8K
+ 24.62%
$83.01 - $101.02 $232K - $283K
14.2K $1.27M
VO
Vanguard Mid Cap ETF

ETFs
692
+ 12.78%
$251.87 - $277.95 $174K - $192K
6.11K $1.57M
LLY
Eli Lilly & CO

Healthcare
80
+ 5.85%
$725.72 - $929.72 $58.1K - $74.4K
1.45K $1.2M
CI
Cigna Corp

Healthcare
187
+ 14.61%
$274.49 - $329.0 $51.3K - $61.5K
1.47K $482K
Activity Summary
Buys All Purchases 160 New Holdings 18 Increased Positions 142 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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