Baker Tilly Wealth Management, LLC Purchases in Q3 2025

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
1.75K
+ 10.64%
$105.83 - $117.22 $185K - $205K
18.2K $2.05M
DOV
Dover Corp

Industrials
1.64K
New
$165.59 - $190.9 $271K - $313K
1.64K $273K
COF
Capital One Financial Corp

Financial Services
1.28K
+ 37.25%
$207.29 - $229.74 $266K - $295K
4.73K $1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 0.7%
$459.11 - $506.91 $41.8K - $46.1K
13K $6.55M
ABBV
Abb Vie Inc.

Healthcare
226
+ 4.91%
$184.85 - $231.54 $41.8K - $52.3K
4.83K $1.12M
APPF
Appfolio Inc

Technology
951
New
$229.81 - $321.25 $219K - $306K
951 $262K
SPTL
Spdr Portfolio Long Term Treas

ETFs
9.71K
New
$25.67 - $27.21 $249K - $264K
9.71K $261K
ENTG
Entegris Inc

Technology
2.77K
New
$72.03 - $95.97 $200K - $266K
2.77K $256K
PFE
Pfizer Inc

Healthcare
9.93K
New
$23.29 - $25.88 $231K - $257K
9.93K $252K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$97.03 - $108.14 $247K - $275K
2.55K $248K
ASML
Asml Holding Nv

Technology
244
New
$689.63 - $968.09 $168K - $236K
244 $236K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.76K
New
N/A
9.76K $231K
SNPS
Synopsys Inc

Technology
459
New
$387.78 - $645.35 $178K - $296K
459 $226K
CMI
Cummins Inc

Industrials
527
New
$327.85 - $426.39 $173K - $225K
527 $222K
ADI
Analog Devices Inc

Technology
889
New
$220.68 - $255.63 $196K - $227K
889 $218K
TXN
Texas Instruments Inc

Technology
1.11K
+ 24.88%
N/A
5.58K $1.09M
WEC
Wec Energy Group, Inc.

Utilities
1.88K
New
$103.66 - $114.59 $195K - $216K
1.88K $215K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2.9K
New
$73.7 - $90.42 $214K - $262K
2.9K $213K
CBRE
Cbre Group, Inc.

Real Estate
928
+ 25.97%
$137.04 - $165.9 $127K - $154K
4.5K $709K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.97K
New
$21.69 - $23.34 $194K - $209K
8.97K $208K
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 21.94%
$150.47 - $161.22 $242K - $259K
8.92K $1.37M
OXY
Occidental Petroleum Corp

Energy
4.35K
New
$42.54 - $48.1 $185K - $209K
4.35K $205K
H
Hyatt Hotels Corp

Consumer Cyclical
1.44K
New
$135.01 - $152.25 $194K - $219K
1.44K $204K
LEN
Lennar Corp

Consumer Cyclical
1.59K
New
$107.73 - $142.4 $172K - $227K
1.59K $200K
SAN
Banco Santander, S.A.

Financial Services
17.8K
New
$8.27 - $10.48 $148K - $187K
17.8K $186K
WFC
Wells Fargo & Company

Financial Services
1.79K
+ 21.91%
$77.05 - $85.16 $138K - $153K
9.97K $835K
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 2.78%
$357.4 - $423.42 $34.7K - $41.1K
3.59K $1.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 25.58%
$617.65 - $666.84 $117K - $126K
928 $618K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.59K
+ 48.43%
$42.75 - $43.37 $153K - $156K
11K $476K
AMGN
Amgen Inc

Healthcare
538
+ 59.19%
$271.18 - $309.22 $146K - $166K
1.45K $408K
ENB
Enbridge Inc

Energy
161
+ 0.57%
$43.79 - $50.46 $7.05K - $8.12K
28.4K $1.44M
LYV
Live Nation Entertainment, Inc.

Communication Services
657
+ 19.22%
$143.56 - $174.06 $94.3K - $114K
4.08K $665K
GE
General Electric CO

Industrials
70
+ 2.45%
$244.75 - $305.63 $17.1K - $21.4K
2.93K $879K
MPC
Marathon Petroleum Corp

Energy
380
+ 17.07%
$158.59 - $198.69 $60.3K - $75.5K
2.61K $502K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.62K
+ 11.8%
$52.12 - $55.33 $84.3K - $89.5K
15.3K $848K
EFV
Msci Eafe Value ETF

ETFs
1.66K
+ 47.89%
$62.79 - $68.42 $104K - $113K
5.12K $347K
PEP
Pepsico Inc

Consumer Defensive
749
+ 33.78%
$133.81 - $152.16 $100K - $114K
2.97K $416K
IDXX
Idexx Laboratories Inc

Healthcare
61
+ 7.6%
$514.61 - $682.78 $31.4K - $41.6K
864 $552K
MLM
Martin Marietta Materials Inc

Basic Materials
74
+ 8.19%
$546.36 - $631.12 $40.4K - $46.7K
978 $616K
CVX
Chevron Corp

Energy
403
+ 8.48%
$145.57 - $161.83 $58.7K - $65.2K
5.15K $800K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.9K
+ 11.37%
$39.8 - $42.86 $75.7K - $81.5K
18.6K $796K
BAC
Bank Of America Corp

Financial Services
558
+ 3.14%
$44.92 - $52.42 $25.1K - $29.3K
18.3K $945K
EPAM
Epam Systems, Inc.

Technology
560
+ 32.48%
N/A
2.28K $423K
BA
Boeing CO

Industrials
99
+ 0.83%
$209.79 - $237.38 $20.8K - $23.5K
12.1K $2.61M
AZN
Astrazeneca PLC

Healthcare
265
+ 2.81%
$68.72 - $82.11 $18.2K - $21.8K
9.7K $744K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
74
+ 6.32%
$224.68 - $282.71 $16.6K - $20.9K
1.25K $347K
GM
General Motors CO

Consumer Cyclical
470
+ 11.04%
$48.89 - $61.24 $23K - $28.8K
4.73K $288K
AES
Aes Corp

Utilities
911
+ 3.64%
$10.77 - $13.94 $9.81K - $12.7K
26K $341K
WMT
Walmart Inc.

Consumer Defensive
508
+ 10.9%
$94.4 - $104.27 $48K - $53K
5.17K $532K
Activity Summary
Buys All Purchases 177 New Holdings 47 Increased Positions 130 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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