Baker Tilly Wealth Management, LLC Purchases in Q2 2025

Baker Tilly Wealth Management, LLC

  • $273 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.21K
+ 2.46%
$456.74 - $568.03 $553K - $688K
50.4K $28.6M
PVAL
Putnam ETF Tr Putnam Focused L
49.8K
+ 17.52%
$33.6 - $40.23 $1.67M - $2M
334K $13.4M
MSFT
Microsoft Corp

Technology
30
+ 0.16%
$354.56 - $497.45 $10.6K - $14.9K
18.4K $9.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
34.9K
+ 208.92%
$43.53 - $54.46 $1.52M - $1.9M
51.6K $2.81M
META
Meta Platforms, Inc.

Communication Services
31
+ 0.39%
$484.66 - $738.09 $15K - $22.9K
8.02K $5.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
318
+ 2.41%
$416.06 - $551.64 $132K - $175K
13.5K $7.45M
GLDM
World Gold Trust

ETFs
14.6K
+ 22.35%
$58.96 - $67.97 $861K - $992K
79.9K $5.24M
PLTR
Palantir Technologies Inc.

Technology
260
+ 1.19%
$74.01 - $144.25 $19.2K - $37.5K
22.1K $3.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.2K
New
$91.43 - $91.74 $1.11M - $1.12M
12.2K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.52K
+ 43.27%
$320.42 - $421.7 $487K - $641K
5.03K $2.12M
VO
Vanguard Mid Cap ETF

ETFs
1.73K
+ 28.4%
$228.54 - $279.83 $396K - $485K
7.84K $2.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.02K
+ 18.53%
$483.48 - $539.8 $979K - $1.09M
12.9K $6.29M
DIS
Walt Disney CO

Communication Services
145
+ 0.93%
$81.72 - $124.01 $11.8K - $18K
15.7K $1.95M
THC
Tenet Healthcare Corp

Healthcare
1.87K
New
$110.41 - $176.0 $206K - $329K
1.87K $328K
GOOG
Alphabet Inc.

Communication Services
372
+ 3.76%
$146.58 - $180.01 $54.5K - $67K
10.3K $1.82M
LPLA
Lpl Financial Holdings Inc.

Financial Services
730
New
$283.31 - $388.96 $207K - $284K
730 $273K
AXP
American Express CO

Financial Services
817
New
$231.39 - $318.98 $189K - $261K
817 $260K
ABT
Abbott Laboratories

Healthcare
1.8K
+ 48.89%
$123.95 - $138.08 $223K - $249K
5.49K $746K
INTU
Intuit Inc

Technology
322
New
$544.07 - $787.63 $175K - $254K
322 $253K
CPNG
Coupang, Inc.

Consumer Cyclical
7.43K
New
$19.76 - $30.81 $147K - $229K
7.43K $222K
SE
Sea LTD

Consumer Cyclical
1.37K
New
$105.57 - $170.4 $145K - $234K
1.37K $219K
EFV
Msci Eafe Value ETF

ETFs
3.46K
New
$52.4 - $64.65 $181K - $224K
3.46K $219K
RELX
Relx PLC

Communication Services
4.05K
New
$45.31 - $55.66 $183K - $225K
4.05K $219K
DE
Deere & CO

Industrials
365
+ 54.32%
$412.99 - $531.48 $151K - $194K
1.04K $527K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.33K
New
$73.02 - $90.22 $170K - $210K
2.33K $207K
T
At&T Inc.

Communication Services
6.93K
New
$26.33 - $28.94 $182K - $201K
6.93K $200K
IDXX
Idexx Laboratories Inc

Healthcare
227
+ 39.41%
$361.04 - $536.34 $82K - $122K
803 $430K
GE
General Electric CO

Industrials
37
+ 1.31%
$166.81 - $257.39 $6.17K - $9.52K
2.86K $734K
TXN
Texas Instruments Inc

Technology
790
+ 21.47%
N/A
4.47K $869K
WFC
Wells Fargo & Company

Financial Services
1.19K
+ 16.99%
$60.98 - $80.12 $72.4K - $95.2K
8.18K $655K
KKR
Kkr & Co. Inc.

Financial Services
351
+ 6.29%
$92.79 - $134.29 $32.6K - $47.1K
5.93K $789K
VTI
Vanguard Total Stock Market Et

ETFs
281
+ 14.75%
$243.75 - $303.93 $68.5K - $85.4K
2.19K $664K
SRE
Sempra Energy

Utilities
936
+ 6.44%
$63.78 - $78.91 $59.7K - $73.9K
15.5K $1.17M
CAT
Caterpillar Inc

Industrials
138
+ 11.08%
$273.94 - $388.21 $37.8K - $53.6K
1.38K $536K
PSA
Public Storage

Real Estate
452
+ 30.07%
$266.31 - $309.77 $120K - $140K
1.96K $573K
ACN
Accenture PLC

Technology
475
+ 27.42%
$279.23 - $323.21 $133K - $154K
2.21K $659K
CBRE
Cbre Group, Inc.

Real Estate
601
+ 20.22%
$113.94 - $140.12 $68.5K - $84.2K
3.57K $500K
NOW
Service Now, Inc.

Technology
28
+ 8.38%
$721.65 - $1040.18 $20.2K - $29.1K
362 $372K
XOM
Exxon Mobil Corp

Energy
2.43K
+ 17.37%
$99.93 - $119.04 $243K - $290K
16.4K $1.77M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
615
+ 10.16%
$55.54 - $69.09 $34.2K - $42.5K
6.67K $460K
MLM
Martin Marietta Materials Inc

Basic Materials
34
+ 3.91%
$452.51 - $568.19 $15.4K - $19.3K
904 $496K
ARES
Ares Management Corp

Financial Services
29
+ 1.04%
$118.04 - $175.83 $3.42K - $5.1K
2.82K $488K
IBM
International Business Machines Corp

Technology
55
+ 4.21%
$221.03 - $294.78 $12.2K - $16.2K
1.36K $400K
GLW
Corning Inc

Technology
567
+ 8.42%
$39.07 - $52.59 $22.2K - $29.8K
7.3K $384K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
69
+ 0.3%
$29.12 - $35.84 $2.01K - $2.47K
23.2K $831K
LYV
Live Nation Entertainment, Inc.

Communication Services
8
+ 0.23%
$118.81 - $151.28 $950 - $1.21K
3.42K $517K
UL
Unilever PLC

Consumer Defensive
683
+ 3.88%
$57.9 - $65.43 $39.5K - $44.7K
18.3K $1.12M
SAP
Sap Se

Technology
66
+ 5.03%
$237.53 - $309.8 $15.7K - $20.4K
1.38K $418K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32
+ 0.12%
$19.1 - $23.83 $611 - $763
26.9K $640K
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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