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
ISRG
Intuitive Surgical Inc

Healthcare
212
+ 22.27%
$416.14 - $494.01 $88.2K - $105K
1.16K $571K
FCX
Freeport Mcmoran Inc

Basic Materials
2.64K
+ 22.91%
$39.52 - $51.92 $104K - $137K
14.1K $705K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
137
+ 22.87%
$1024.09 - $1201.76 $140K - $165K
736 $773K
EXAS
Exact Sciences Corp

Healthcare
13
+ 0.24%
$42.43 - $70.83 $552 - $921
5.48K $373K
BA
Boeing CO

Industrials
2.59K
+ 29.94%
$152.04 - $190.6 $394K - $494K
11.3K $1.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
706
+ 17.98%
$57.22 - $80.08 $40.4K - $56.5K
4.63K $361K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
343
+ 2.33%
$77.02 - $85.06 $26.4K - $29.2K
15.1K $1.27M
SAP
Sap Se

Technology
71
+ 1.73%
$197.21 - $231.0 $14K - $16.4K
4.18K $958K
DTE
Dte Energy CO

Utilities
636
+ 27.94%
$108.67 - $128.41 $69.1K - $81.7K
2.91K $373K
AZN
Astrazeneca PLC

Healthcare
1.54K
+ 22.78%
$76.67 - $87.62 $118K - $135K
8.3K $646K
ILMN
Illumina, Inc.

Healthcare
448
+ 19.81%
$105.28 - $135.9 $47.2K - $60.9K
2.71K $353K
CSGP
Costar Group, Inc.

Real Estate
1.42K
+ 27.66%
$71.59 - $79.61 $102K - $113K
6.55K $494K
ARES
Ares Management Corp

Financial Services
415
+ 19.87%
$133.73 - $158.05 $55.5K - $65.6K
2.5K $390K
EXPD
Expeditors International Of Washington Inc

Industrials
695
+ 22.83%
$116.1 - $131.42 $80.7K - $91.3K
3.74K $491K
VO
Vanguard Mid Cap ETF

ETFs
90
+ 2.24%
$237.84 - $263.83 $21.4K - $23.7K
4.12K $1.09M
PVAL
Putnam ETF Tr Putnam Focused L
2.43K
+ 30.6%
$35.03 - $37.94 $85.3K - $92.3K
10.4K $394K
VTI
Vanguard Total Stock Market Et

ETFs
276
+ 15.56%
$255.18 - $283.2 $70.4K - $78.2K
2.05K $580K
LYV
Live Nation Entertainment, Inc.

Communication Services
598
+ 23.66%
$88.06 - $109.5 $52.7K - $65.5K
3.13K $342K
GE
General Electric CO

Industrials
231
+ 11.19%
$156.66 - $189.66 $36.2K - $43.8K
2.3K $432K
CBRE
Cbre Group, Inc.

Real Estate
54
+ 1.97%
$85.97 - $124.48 $4.64K - $6.72K
2.79K $347K
ACGL
Arch Capital Group Ltd.

Financial Services
666
+ 25.59%
$94.47 - $114.25 $62.9K - $76.1K
3.27K $365K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
912
+ 3.66%
$33.74 - $37.96 $30.8K - $34.6K
25.9K $971K
ADP
Automatic Data Processing Inc

Industrials
202
+ 19.71%
$233.44 - $279.45 $47.2K - $56.4K
1.23K $339K
SEIC
Sei Investments CO

Financial Services
1.02K
+ 22.47%
$63.1 - $69.83 $64.1K - $70.9K
5.54K $383K
IT
Gartner Inc

Technology
45
+ 4.09%
$441.32 - $516.47 $19.9K - $23.2K
1.14K $579K
EIX
Edison International

Utilities
129
+ 2.77%
$71.19 - $87.72 $9.18K - $11.3K
4.78K $416K
YUM
Yum Brands Inc

Consumer Cyclical
401
+ 13.7%
$125.95 - $139.96 $50.5K - $56.1K
3.33K $464K
DEO
Diageo PLC

Consumer Defensive
151
+ 4.1%
$120.02 - $140.77 $18.1K - $21.3K
3.83K $537K
MKL
Markel Corp

Financial Services
48
+ 24.24%
$1494.55 - $1645.69 $71.7K - $79K
246 $385K
ROP
Roper Technologies Inc

Industrials
144
+ 19.46%
$515.25 - $576.55 $74.2K - $83K
884 $491K
KMX
Carmax Inc

Consumer Cyclical
778
+ 26.29%
$71.21 - $85.78 $55.4K - $66.7K
3.74K $289K
SQ
Block, Inc.

Technology
837
+ 18.27%
$57.21 - $72.07 $47.9K - $60.3K
5.42K $363K
AWK
American Water Works Company, Inc.

Utilities
169
+ 6.78%
$127.76 - $149.9 $21.6K - $25.3K
2.66K $389K
LYG
Lloyds Banking Group PLC

Financial Services
18.1K
+ 88.7%
$2.73 - $3.17 $49.4K - $57.4K
38.5K $119K
NVS
Novartis Ag

Healthcare
225
+ 6.19%
$106.13 - $120.89 $23.9K - $27.2K
3.86K $444K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
75
+ 0.59%
$36.02 - $41.68 $2.7K - $3.13K
12.9K $531K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
38
+ 0.63%
$85.03 - $94.56 $3.23K - $3.59K
6.08K $566K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
342
+ 5.67%
$51.29 - $56.57 $17.5K - $19.3K
6.38K $360K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
21
+ 0.23%
$59.93 - $66.52 $1.26K - $1.4K
9K $598K
MCHP
Microchip Technology Inc

Technology
836
+ 27.87%
$72.0 - $95.98 $60.2K - $80.2K
3.84K $307K
SPTL
Spdr Portfolio Long Term Treas

ETFs
101
+ 0.68%
$26.69 - $29.87 $2.7K - $3.02K
14.9K $433K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
102
+ 1.72%
$41.02 - $46.01 $4.18K - $4.69K
6.03K $274K
TXN
Texas Instruments Inc

Technology
129
+ 4.52%
$194.6 - $194.6 $25.1K - $25.1K
2.99K $581K
DHR
Danaher Corp

Healthcare
1
+ 0.11%
$239.25 - $280.76 $239 - $281
895 $248K
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
+ 4.46%
$332.02 - $382.76 $11.6K - $13.4K
819 $307K
AIG
American International Group, Inc.

Financial Services
346
+ 4.64%
$70.16 - $79.23 $24.3K - $27.4K
7.81K $571K
SCHG
Schwab Strategic Tr Us Large C

ETFs
67
+ 1.99%
$92.63 - $105.69 $6.21K - $7.08K
3.44K $358K
UBER
Uber Technologies, Inc

Technology
80
+ 2.15%
$58.48 - $77.47 $4.68K - $6.2K
3.8K $285K
DPZ
Dominos Pizza Inc

Consumer Cyclical
150
+ 24.08%
$402.52 - $505.35 $60.4K - $75.8K
773 $332K
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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