Baker Tilly Wealth Management, LLC Purchases in Q1 2025

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
39
+ 1.9%
$100.99 - $111.19 $3.94K - $4.34K
2.1K $233K
COF
Capital One Financial Corp

Financial Services
87
+ 1.8%
$163.87 - $209.82 $14.3K - $18.3K
4.91K $880K
ZTS
Zoetis Inc.

Healthcare
83
+ 3.99%
$156.48 - $175.67 $13K - $14.6K
2.16K $356K
LYV
Live Nation Entertainment, Inc.

Communication Services
60
+ 1.79%
$115.79 - $154.66 $6.95K - $9.28K
3.41K $445K
SEIC
Sei Investments CO

Financial Services
488
+ 8.27%
$72.08 - $86.58 $35.2K - $42.3K
6.39K $496K
ISRG
Intuitive Surgical Inc

Healthcare
85
+ 6.77%
$476.63 - $610.45 $40.5K - $51.9K
1.34K $663K
TYL
Tyler Technologies Inc

Technology
6
+ 1.36%
$553.41 - $646.74 $3.32K - $3.88K
446 $259K
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.08%
$142.64 - $156.42 $9.41K - $10.3K
2.21K $331K
JNK
Spdr Bloomberg High Yield Bond

ETFs
57
+ 1.47%
$94.86 - $97.12 $5.41K - $5.54K
3.94K $375K
J P Morgan Exchange Traded F
6.86K
New
N/A
6.86K $0
Brookfield Corp
642
+ 4.77%
N/A
14.1K $0
Dimensional ETF Trust
4K
New
N/A
4K $0
Brookfield Infrastructure CO
9.5K
New
N/A
9.5K $0
Blackrock Inc
387
New
N/A
387 $0
Linde PLC
464
+ 20.1%
N/A
2.77K $0
Liberty Media Corp Del
60
+ 2.15%
N/A
2.85K $0
HEIA
Heico Crp Cl A
304
+ 7.06%
N/A
4.61K $0
CPRT
Copart Inc

Consumer Cyclical
84
+ 1.18%
$52.3 - $59.83 $4.39K - $5.03K
7.21K $408K
MCO
Moodys Corp

Financial Services
6
+ 1.21%
$437.8 - $527.48 $2.63K - $3.16K
502 $233K
TMO
Thermo Fisher Scientific Inc.

Healthcare
69
+ 4.44%
$497.6 - $606.74 $34.3K - $41.9K
1.62K $807K
SPYG
Spdr Portfolio

ETFs
2.68K
+ 9.56%
$80.05 - $92.39 $214K - $247K
30.7K $2.46M
IVW
Ishares S&P 500 Growth ETF

ETFs
382
+ 8.89%
$92.45 - $106.69 $35.3K - $40.8K
4.68K $432K
AVB
Avalonbay Communities Inc

Real Estate
58
+ 1.82%
$207.86 - $228.08 $12.1K - $13.2K
3.25K $696K
AME
Ametek Inc

Industrials
38
+ 2.26%
$170.39 - $190.43 $6.47K - $7.24K
1.72K $295K
MET
Metlife Inc

Financial Services
21
+ 0.17%
$77.7 - $87.0 $1.63K - $1.83K
12.5K $1.01M
CSX
Csx Corp

Industrials
71
+ 0.89%
$29.11 - $33.67 $2.07K - $2.39K
8.03K $236K
AMP
Ameriprise Financial Inc

Financial Services
4
+ 0.8%
$472.29 - $575.13 $1.89K - $2.3K
501 $242K
PCG
Pg&E Corp

Utilities
1.51K
+ 9.23%
$15.16 - $20.4 $22.9K - $30.8K
17.8K $306K
MORN
Morningstar, Inc.

Financial Services
2
+ 0.29%
$282.49 - $334.73 $565 - $669
698 $209K
MLM
Martin Marietta Materials Inc

Basic Materials
11
+ 1.28%
$460.39 - $552.64 $5.06K - $6.08K
870 $415K
VB
Vanguard Small Cap ETF

ETFs
5
+ 0.31%
$217.89 - $252.64 $1.09K - $1.26K
1.62K $358K
FICO
Fair Isaac Corp

Technology
4
+ 1.54%
$1695.35 - $2030.47 $6.78K - $8.12K
264 $486K
DMLP
Dorchester Minerals, L.P.

Energy
279
+ 2.31%
$29.17 - $34.68 $8.14K - $9.68K
12.4K $371K
NKE
Nike, Inc.

Consumer Cyclical
505
+ 9.76%
$63.29 - $81.72 $32K - $41.3K
5.68K $360K
DH
Definitive Healthcare Corp.

Healthcare
9.68K
+ 19.21%
$2.59 - $5.55 $25.1K - $53.7K
60.1K $176K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34
+ 0.13%
$21.23 - $23.75 $722 - $808
26.8K $575K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
25
+ 1.91%
$165.25 - $224.62 $4.13K - $5.62K
1.33K $220K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.12%
$24.91 - $29.02 $399 - $464
13.7K $341K
GM
General Motors CO

Consumer Cyclical
89
+ 1.03%
$45.22 - $54.92 $4.02K - $4.89K
8.76K $411K
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 1.26%
$347.25 - $424.87 $14.6K - $17.8K
3.38K $1.24M
EXAS
Exact Sciences Corp

Healthcare
2
+ 0.04%
$43.04 - $58.51 $86.1 - $117
5.48K $237K
PYPL
Pay Pal Holdings, Inc.

Financial Services
364
+ 7.37%
$65.15 - $91.81 $23.7K - $33.4K
5.3K $345K
ARES
Ares Management Corp

Financial Services
26
+ 0.94%
$140.19 - $198.28 $3.64K - $5.16K
2.79K $408K
IVV
Ishares Core S&P 500 ETF

ETFs
62
+ 1.62%
$554.06 - $615.85 $34.4K - $38.2K
3.9K $2.18M
VMC
Vulcan Materials CO

Basic Materials
213
+ 3.73%
$220.9 - $277.54 $47.1K - $59.1K
5.93K $1.38M
ILMN
Illumina, Inc.

Healthcare
570
+ 21.62%
$79.34 - $144.22 $45.2K - $82.2K
3.21K $254K
DIS
Walt Disney CO

Communication Services
797
+ 5.38%
$96.87 - $114.0 $77.2K - $90.9K
15.6K $1.54M
APO
Apollo Global Management, Inc.

Financial Services
182
+ 3.26%
$126.01 - $172.06 $22.9K - $31.3K
5.77K $790K
SQ
Block, Inc.

Technology
330
+ 5.85%
$54.04 - $92.95 $17.8K - $30.7K
5.97K $341K
Activity Summary
Buys All Purchases 160 New Holdings 18 Increased Positions 142 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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