Baker Tilly Wealth Management, LLC Purchases in Q3 2024

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.67K
+ 6.65%
$475.2 - $527.7 $1.27M - $1.41M
42.9K $22.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
32.9K
+ 109.84%
$50.15 - $51.27 $1.65M - $1.69M
62.8K $3.22M
META
Meta Platforms, Inc.

Communication Services
1.24K
+ 20.39%
$453.41 - $572.44 $561K - $709K
7.31K $4.18M
TSLA
Tesla, Inc.

Consumer Cyclical
1.84K
+ 20.14%
$191.76 - $263.26 $353K - $484K
11K $2.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.09K
+ 5.23%
$57.32 - $62.65 $407K - $444K
143K $8.89M
ORCL
Oracle Corp

Technology
2.96K
+ 19.36%
$125.9 - $170.35 $373K - $504K
18.2K $3.11M
NVDA
Nvidia Corp

Technology
5.68K
+ 10.75%
$98.91 - $134.91 $562K - $766K
58.5K $7.1M
VMC
Vulcan Materials CO

Basic Materials
1.4K
+ 37.98%
$231.83 - $274.51 $325K - $385K
5.09K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
1.08K
+ 33.34%
$175.14 - $206.36 $189K - $223K
4.32K $890K
SHOP
Shopify Inc.

Technology
1.6K
+ 12.89%
$52.26 - $80.75 $83.5K - $129K
14K $1.12M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.79K
New
$72.18 - $107.33 $201K - $299K
2.79K $295K
AME
Ametek Inc

Industrials
1.65K
New
$152.74 - $176.01 $252K - $291K
1.65K $283K
SBAC
Sba Communications Corp

Real Estate
1.12K
New
$189.0 - $245.01 $212K - $275K
1.12K $270K
TT
Trane Technologies PLC

Industrials
681
New
$314.21 - $388.71 $214K - $265K
681 $264K
ENB
Enbridge Inc

Energy
3.65K
+ 15.87%
$35.27 - $41.18 $129K - $150K
26.6K $1.08M
EPAM
Epam Systems, Inc.

Technology
1.4K
New
$185.58 - $185.58 $259K - $259K
1.4K $259K
VEEV
Veeva Systems Inc

Healthcare
1.23K
New
$180.43 - $223.9 $222K - $276K
1.23K $258K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
890
+ 23.0%
$201.82 - $234.36 $180K - $209K
4.76K $1.1M
AMT
American Tower Corp

Real Estate
427
+ 10.96%
$192.27 - $242.73 $82.1K - $104K
4.32K $1.01M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.25K
New
$71.19 - $76.59 $231K - $249K
3.25K $248K
EQT
Eqt Corp

Energy
6.79K
New
$30.21 - $37.21 $205K - $253K
6.79K $248K
PLTR
Palantir Technologies Inc.

Technology
23
+ 0.11%
$24.09 - $37.95 $554 - $873
20.1K $748K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
160
+ 30.13%
$1015.62 - $1159.62 $162K - $186K
691 $795K
WMB
Williams Companies, Inc.

Energy
3.18K
+ 11.42%
$41.24 - $46.22 $131K - $147K
31K $1.42M
AFL
Aflac Inc

Financial Services
2.09K
New
$88.52 - $111.8 $185K - $233K
2.09K $233K
LEN
Lennar Corp

Consumer Cyclical
1.22K
New
$142.5 - $192.45 $174K - $235K
1.22K $229K
COF
Capital One Financial Corp

Financial Services
1.29K
+ 42.47%
$131.42 - $153.05 $169K - $197K
4.32K $647K
V
Visa Inc.

Financial Services
313
+ 2.79%
$253.74 - $291.56 $79.4K - $91.3K
11.5K $3.17M
MCO
Moodys Corp

Financial Services
475
New
$421.49 - $494.67 $200K - $235K
475 $225K
IDXX
Idexx Laboratories Inc

Healthcare
438
New
$455.08 - $517.19 $199K - $227K
438 $221K
HLN
Haleon PLC

Healthcare
9.99K
+ 20.25%
$8.32 - $10.7 $83.1K - $107K
59.3K $627K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.43%
$333.64 - $405.2 $5K - $6.08K
3.47K $1.41M
MNST
Monster Beverage Corp

Consumer Defensive
3.6K
+ 28.05%
$45.01 - $52.47 $162K - $189K
16.4K $857K
KKR
Kkr & Co. Inc.

Financial Services
561
+ 10.7%
$104.51 - $133.23 $58.6K - $74.7K
5.81K $758K
AVB
Avalonbay Communities Inc

Real Estate
737
+ 34.44%
$200.95 - $234.65 $148K - $173K
2.88K $648K
UNP
Union Pacific Corp

Industrials
586
+ 19.83%
$221.78 - $256.09 $130K - $150K
3.54K $871K
APO
Apollo Global Management, Inc.

Financial Services
1.16K
+ 16.96%
$99.16 - $125.81 $115K - $146K
8.01K $1M
PSA
Public Storage

Real Estate
277
+ 23.98%
$283.13 - $365.01 $78.4K - $101K
1.43K $521K
MSCI
Msci Inc.

Financial Services
176
+ 21.76%
$479.31 - $584.91 $84.4K - $103K
985 $574K
KO
Coca Cola CO

Consumer Defensive
709
+ 4.37%
$62.69 - $73.01 $44.4K - $51.8K
17K $1.22M
FICO
Fair Isaac Corp

Technology
55
+ 32.74%
$1496.51 - $1947.38 $82.3K - $107K
223 $433K
TDG
Trans Digm Group Inc

Industrials
72
+ 14.09%
$1202.03 - $1427.41 $86.5K - $103K
583 $832K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
401
+ 21.24%
$460.0 - $505.78 $184K - $203K
2.29K $1.06M
MLM
Martin Marietta Materials Inc

Basic Materials
323
+ 82.82%
$502.48 - $593.35 $162K - $192K
713 $383K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.68K
+ 8.45%
$48.51 - $52.86 $81.5K - $88.9K
21.6K $1.14M
ADSK
Autodesk, Inc.

Technology
706
+ 17.54%
$245.83 - $245.83 $174K - $174K
4.73K $1.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
313
+ 16.94%
$247.34 - $300.11 $77.4K - $93.9K
2.16K $643K
BRO
Brown & Brown, Inc.

Financial Services
789
+ 14.67%
$89.11 - $105.82 $70.3K - $83.5K
6.17K $638K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
13.5K
New
$9.97 - $11.33 $135K - $153K
13.5K $149K
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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