Baker Tilly Wealth Management, LLC Purchases in Q4 2025

Baker Tilly Wealth Management, LLC

  • $377 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
76.4K
+ 19.92%
$41.58 - $44.36 $3.18M - $3.39M
460K $20.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
42.8K
+ 62.42%
$57.9 - $61.26 $2.48M - $2.62M
111K $6.68M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20.2K
+ 18.0%
$50.33 - $50.81 $1.02M - $1.03M
132K $6.69M
NOW
Service Now, Inc.

Technology
1.25K
+ 432.41%
$835.79 - $946.29 $1.05M - $1.19M
1.54K $1.29M
AAPL
Apple Inc.

Technology
2.34K
+ 9.01%
$245.27 - $275.25 $573K - $643K
28.3K $7.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.97K
+ 35.02%
$459.47 - $491.71 $905K - $969K
7.6K $3.58M
GLDM
World Gold Trust

ETFs
5.95K
+ 6.5%
$76.32 - $86.69 $454K - $516K
97.4K $7.88M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
923
+ 1.81%
$600.51 - $631.95 $554K - $583K
51.9K $32.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1.2K
+ 4.49%
$213.04 - $254.0 $256K - $305K
28K $6.56M
VO
Vanguard Mid Cap ETF

ETFs
2.45K
+ 26.92%
$286.27 - $296.23 $700K - $725K
11.5K $3.31M
GOOG
Alphabet Inc.

Communication Services
615
+ 6.1%
$237.49 - $291.74 $146K - $179K
10.7K $3.06M
SPYG
Spdr Portfolio

ETFs
5.37K
+ 24.12%
$102.4 - $109.39 $549K - $587K
27.6K $2.89M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.31K
+ 86.26%
$237.56 - $271.47 $548K - $626K
4.98K $1.29M
NEE
Nextera Energy Inc

Utilities
4.71K
New
$78.18 - $86.03 $368K - $405K
4.71K $403K
TXN
Texas Instruments Inc

Technology
2.03K
+ 36.39%
N/A
7.61K $1.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.55K
+ 135.26%
$50.57 - $50.77 $382K - $383K
13.1K $664K
AVGO
Broadcom Inc.

Technology
734
+ 8.69%
$324.63 - $385.98 $238K - $283K
9.19K $3.15M
NVDA
Nvidia Corp

Technology
1.83K
+ 2.79%
$179.83 - $207.04 $328K - $378K
67.3K $12.6M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 10.98%
$185.98 - $199.58 $188K - $202K
10.2K $2.04M
AMD
Advanced Micro Devices Inc

Technology
1.2K
New
$164.01 - $264.33 $197K - $317K
1.2K $288K
CRM
Salesforce, Inc.

Technology
1.2K
+ 27.01%
$235.69 - $263.41 $282K - $315K
5.63K $1.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
389
+ 2.98%
$475.68 - $513.11 $185K - $200K
13.4K $6.83M
PCG
Pg&E Corp

Utilities
16.1K
New
$15.63 - $16.81 $252K - $271K
16.1K $265K
ISRG
Intuitive Surgical Inc

Healthcare
232
+ 17.66%
$429.59 - $576.2 $99.7K - $134K
1.55K $845K
EFG
Msci Eafe Growth ETF

ETFs
2.22K
New
$112.91 - $117.61 $250K - $261K
2.22K $254K
CBRE
Cbre Group, Inc.

Real Estate
1.76K
+ 39.09%
$149.99 - $164.2 $264K - $289K
6.26K $962K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.26K
New
$191.01 - $199.18 $240K - $250K
1.26K $243K
DHR
Danaher Corp

Healthcare
1.06K
New
$202.46 - $223.01 $214K - $235K
1.06K $232K
WMT
Walmart Inc.

Consumer Defensive
2.22K
+ 43.01%
$101.18 - $109.03 $225K - $242K
7.39K $761K
QQQ
Invesco Qqq Trust, Series 1

ETFs
294
+ 2.19%
$589.5 - $635.77 $173K - $187K
13.7K $8.28M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
New
$138.56 - $147.63 $209K - $222K
1.51K $219K
MCK
Mckesson Corp

Healthcare
261
New
$738.06 - $859.37 $193K - $224K
261 $219K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.3K
New
$155.17 - $185.52 $202K - $242K
1.3K $219K
PH
Parker Hannifin Corp

Industrials
248
New
$716.66 - $857.93 $178K - $213K
248 $206K
STT
State Street Corp

Financial Services
1.72K
New
$111.0 - $121.11 $191K - $208K
1.72K $200K
CB
Chubb LTD

Financial Services
676
New
$268.2 - $296.22 $181K - $200K
676 $199K
COP
Conocophillips

Energy
2.25K
New
$85.66 - $95.46 $193K - $215K
2.25K $199K
OMC
Omnicom Group Inc.

Communication Services
2.75K
New
$72.23 - $81.23 $198K - $223K
2.75K $198K
GS
Goldman Sachs Group Inc

Financial Services
248
New
$744.6 - $838.97 $185K - $208K
248 $192K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.57K
+ 33.15%
$118.29 - $126.28 $186K - $199K
6.32K $764K
TPR
Tapestry, Inc.

Consumer Cyclical
1.88K
New
$98.81 - $117.14 $186K - $220K
1.88K $190K
HSBC
Hsbc Holdings PLC

Financial Services
2.66K
New
$65.67 - $73.49 $175K - $195K
2.66K $189K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
23
+ 1.79%
$557.73 - $694.99 $12.8K - $16K
1.31K $906K
WMB
Williams Companies, Inc.

Energy
3.89K
+ 17.19%
$56.51 - $64.48 $220K - $251K
26.5K $1.62M
AXP
American Express CO

Financial Services
429
+ 15.72%
$316.26 - $372.77 $136K - $160K
3.16K $1.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
105
+ 8.32%
$524.58 - $588.02 $55.1K - $61.7K
1.37K $775K
IVE
Ishares S&P 500 Value ETF

ETFs
679
+ 47.12%
$202.52 - $212.07 $138K - $144K
2.12K $444K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 0.91%
$402.9 - $437.15 $11.3K - $12.2K
3.11K $1.35M
KO
Coca Cola CO

Consumer Defensive
906
+ 5.28%
$66.1 - $71.61 $59.9K - $64.9K
18.1K $1.28M
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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