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
ACN
Accenture PLC

Technology
779
+ 35.3%
$232.56 - $304.78 $181K - $237K
2.99K $736K
INTU
Intuit Inc

Technology
154
+ 47.83%
$646.03 - $807.39 $99.5K - $124K
476 $325K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.07K
+ 18.54%
$42.26 - $47.16 $45.3K - $50.5K
6.85K $317K
PSA
Public Storage

Real Estate
274
+ 14.02%
$271.94 - $298.09 $74.5K - $81.7K
2.23K $643K
UL
Unilever PLC

Consumer Defensive
1.72K
+ 9.4%
$58.43 - $65.01 $100K - $112K
20K $1.18M
AJG
Arthur J. Gallagher & Co.

Financial Services
239
+ 30.1%
$284.17 - $319.49 $67.9K - $76.4K
1.03K $319K
AVB
Avalonbay Communities Inc

Real Estate
507
+ 14.39%
$182.72 - $204.51 $92.6K - $104K
4.03K $778K
IVW
Ishares S&P 500 Growth ETF

ETFs
88
+ 1.89%
$108.97 - $121.65 $9.59K - $10.7K
4.75K $572K
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.09%
$77.6 - $87.37 $854 - $961
12.2K $1.02M
MDT
Medtronic PLC

Healthcare
366
+ 13.29%
$87.67 - $95.74 $32.1K - $35K
3.12K $297K
MA
Mastercard Inc

Financial Services
70
+ 4.58%
$550.18 - $598.96 $38.5K - $41.9K
1.6K $910K
AMZN
Amazon Com Inc

Consumer Cyclical
209
+ 0.79%
$211.65 - $238.24 $44.2K - $49.8K
26.8K $5.88M
FAST
Fastenal CO

Industrials
178
+ 3.01%
$42.47 - $50.39 $7.56K - $8.97K
6.09K $298K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 0.31%
$534.91 - $598.71 $2.14K - $2.39K
1.28K $721K
SE
Sea LTD

Consumer Cyclical
130
+ 9.48%
$146.23 - $196.5 $19K - $25.5K
1.5K $268K
CI
Cigna Corp

Healthcare
352
+ 27.01%
$262.23 - $334.39 $92.3K - $118K
1.66K $477K
MS
Morgan Stanley

Financial Services
7
+ 0.28%
$139.09 - $161.16 $974 - $1.13K
2.53K $402K
META
Meta Platforms, Inc.

Communication Services
102
+ 1.27%
$695.21 - $791.73 $70.9K - $80.8K
8.12K $5.97M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
347
+ 0.89%
$26.38 - $27.95 $9.15K - $9.7K
39.4K $1.08M
SONY
Sony Group Corp

Technology
257
+ 2.34%
$23.92 - $30.07 $6.15K - $7.73K
11.2K $323K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12
+ 0.09%
$28.92 - $32.19 $347 - $386
13.7K $436K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25
+ 0.29%
$42.67 - $46.91 $1.07K - $1.17K
8.71K $407K
VEEV
Veeva Systems Inc

Healthcare
68
+ 4.5%
$269.2 - $297.91 $18.3K - $20.3K
1.58K $470K
LPLA
Lpl Financial Holdings Inc.

Financial Services
185
+ 25.34%
$332.69 - $399.0 $61.5K - $73.8K
915 $304K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.78K
+ 26.76%
$9.11 - $10.03 $34.4K - $37.9K
17.9K $163K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
150
+ 1.27%
$13.29 - $16.05 $1.99K - $2.41K
12K $191K
VICR
Vicor Corp

Technology
1
+ 0.02%
$43.84 - $54.72 $43.8 - $54.7
6.49K $322K
AME
Ametek Inc

Industrials
63
+ 3.94%
$176.44 - $192.03 $11.1K - $12.1K
1.66K $312K
BMY
Bristol Myers Squibb CO

Healthcare
634
+ 10.76%
$43.31 - $48.98 $27.5K - $31.1K
6.53K $294K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 1.62%
$291.67 - $316.99 $6.13K - $6.66K
1.32K $401K
IVE
Ishares S&P 500 Value ETF

ETFs
27
+ 1.91%
$194.44 - $206.51 $5.25K - $5.58K
1.44K $297K
IEFA
Ishares Tr

ETFs
54
+ 1.27%
$81.7 - $87.53 $4.41K - $4.73K
4.29K $374K
T
At&T Inc.

Communication Services
813
+ 11.73%
$26.94 - $29.62 $21.9K - $24.1K
7.74K $218K
CPNG
Coupang, Inc.

Consumer Cyclical
23
+ 0.31%
$27.67 - $33.53 $636 - $771
7.46K $240K
AFL
Aflac Inc

Financial Services
41
+ 2.0%
$98.09 - $111.7 $4.02K - $4.58K
2.09K $233K
CSCO
Cisco Systems, Inc.

Technology
311
+ 4.97%
$66.2 - $71.79 $20.6K - $22.3K
6.57K $449K
GILD
Gilead Sciences, Inc.

Healthcare
106
+ 4.4%
$108.22 - $120.47 $11.5K - $12.8K
2.51K $279K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 10.4%
$915.95 - $994.57 $38.5K - $41.8K
446 $412K
MSCI
Msci Inc.

Financial Services
23
+ 2.4%
$526.48 - $588.0 $12.1K - $13.5K
980 $556K
ADSK
Autodesk, Inc.

Technology
8
+ 0.19%
N/A
4.26K $1.05M
TT
Trane Technologies PLC

Industrials
37
+ 3.87%
$398.96 - $472.54 $14.8K - $17.5K
992 $418K
Brookfield Infrastructure CO
103
+ 1.03%
N/A
10.1K $0
Ea Series Trust
147K
New
N/A
147K $0
Dimensional ETF Trust
90.9K
New
N/A
90.9K $0
Dimensional ETF Trust
44
+ 1.09%
N/A
4.09K $0
Ge Vernova Inc
8
+ 1.33%
N/A
609 $0
J P Morgan Exchange Traded F
3K
+ 24.04%
N/A
15.5K $0
Natwest Group PLC
37
+ 0.29%
N/A
12.8K $0
Blackrock Inc
14
+ 3.6%
N/A
403 $0
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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