Baker Tilly Wealth Management, LLC Incresed Positions in Q3 2025

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
336K
+ 2407.56%
$53.36 - $59.69 $17.9M - $20M
350K $20.3M
DFIV
Dimensional ETF Tr

ETFs
296K
+ 1353.42%
$42.66 - $46.53 $12.6M - $13.8M
318K $14.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
338K
+ 1458.22%
$36.04 - $38.78 $12.2M - $13.1M
361K $13.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
287K
+ 1209.88%
$41.91 - $44.87 $12M - $12.9M
311K $13.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
40K
+ 275.59%
$135.0 - $146.02 $5.4M - $5.84M
54.5K $7.94M
PVAL
Putnam ETF Tr Putnam Focused L
49.7K
+ 14.87%
$39.93 - $42.72 $1.98M - $2.12M
384K $16.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
576
+ 1.14%
$567.77 - $614.76 $327K - $354K
51K $31.2M
NVDA
Nvidia Corp

Technology
3.04K
+ 4.87%
$153.3 - $186.58 $466K - $567K
65.4K $12.2M
GLDM
World Gold Trust

ETFs
11.6K
+ 14.46%
$64.73 - $76.45 $748K - $884K
91.5K $6.99M
GOOGL
Alphabet Inc.

Communication Services
206
+ 0.84%
$174.36 - $254.72 $35.9K - $52.5K
24.8K $6.03M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17K
+ 33.05%
$54.35 - $59.32 $926K - $1.01M
68.6K $4.06M
PLTR
Palantir Technologies Inc.

Technology
172
+ 0.78%
$130.68 - $186.97 $22.5K - $32.2K
22.3K $4.06M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.9K
+ 14.18%
$49.09 - $50.58 $684K - $705K
112K $5.66M
MSFT
Microsoft Corp

Technology
601
+ 3.26%
$491.09 - $535.64 $295K - $322K
19K $9.85M
AVGO
Broadcom Inc.

Technology
802
+ 10.49%
$264.74 - $369.57 $212K - $296K
8.45K $2.79M
AXP
American Express CO

Financial Services
1.91K
+ 234.03%
$294.27 - $342.31 $563K - $654K
2.73K $906K
VTV
Vanguard Value ETF

ETFs
3.05K
+ 114.85%
$175.51 - $186.57 $535K - $569K
5.7K $1.06M
VZ
Verizon Communications Inc

Communication Services
12.8K
+ 79.04%
$40.84 - $45.06 $521K - $575K
28.9K $1.27M
VUG
Vanguard Growth ETF

ETFs
1K
+ 72.57%
$433.97 - $484.08 $434K - $484K
2.38K $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
592
+ 11.76%
$420.11 - $472.68 $249K - $280K
5.63K $2.63M
JNJ
Johnson & Johnson

Healthcare
1.38K
+ 17.6%
$155.17 - $185.42 $214K - $255K
9.2K $1.71M
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 15.91%
$279.83 - $293.74 $349K - $366K
9.09K $2.67M
IBM
International Business Machines Corp

Technology
1.34K
+ 98.31%
$234.77 - $292.47 $314K - $391K
2.7K $760K
UNP
Union Pacific Corp

Industrials
1.16K
+ 34.01%
$214.91 - $237.16 $249K - $275K
4.57K $1.08M
XOM
Exxon Mobil Corp

Energy
1.75K
+ 10.64%
$105.83 - $117.22 $185K - $205K
18.2K $2.05M
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
AMP
Ameriprise Financial Inc

Financial Services
533
+ 105.96%
$486.13 - $544.55 $259K - $290K
1.04K $508K
TXN
Texas Instruments Inc

Technology
1.11K
+ 24.88%
N/A
5.58K $1.09M
CBRE
Cbre Group, Inc.

Real Estate
928
+ 25.97%
$137.04 - $165.9 $127K - $154K
4.5K $709K
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 21.94%
$150.47 - $161.22 $242K - $259K
8.92K $1.37M
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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.9K
+ 11.37%
$39.8 - $42.86 $75.7K - $81.5K
18.6K $796K
CVX
Chevron Corp

Energy
403
+ 8.48%
$145.57 - $161.83 $58.7K - $65.2K
5.15K $800K
BAC
Bank Of America Corp

Financial Services
558
+ 3.14%
$44.92 - $52.42 $25.1K - $29.3K
18.3K $945K
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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