Baker Tilly Wealth Management, LLC Incresed Positions in Q1 2025

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSLV
Sprott Physical Silver Trust

Financial Services
911
+ 2.36%
$9.86 - $11.68 $8.98K - $10.6K
39.4K $456K
BMY
Bristol Myers Squibb CO

Healthcare
911
+ 15.07%
$53.9 - $63.11 $49.1K - $57.5K
6.96K $424K
ROP
Roper Technologies Inc

Industrials
35
+ 4.01%
$502.71 - $593.81 $17.6K - $20.8K
907 $534K
SPY
Spdr S&P 500 ETF Trust

ETFs
172
+ 27.83%
$551.42 - $612.93 $94.8K - $105K
790 $441K
TT
Trane Technologies PLC

Industrials
283
+ 41.93%
$332.0 - $400.86 $94K - $113K
958 $322K
ENB
Enbridge Inc

Energy
319
+ 1.09%
$41.54 - $45.45 $13.3K - $14.5K
29.5K $1.31M
AWK
American Water Works Company, Inc.

Utilities
15
+ 0.54%
$121.01 - $149.31 $1.82K - $2.24K
2.78K $410K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 18.42%
$890.62 - $1076.86 $49.9K - $60.3K
360 $340K
DTE
Dte Energy CO

Utilities
33
+ 1.03%
$117.6 - $138.27 $3.88K - $4.56K
3.24K $447K
AJG
Arthur J. Gallagher & Co.

Financial Services
41
+ 5.39%
$275.89 - $345.24 $11.3K - $14.2K
802 $276K
ADP
Automatic Data Processing Inc

Industrials
143
+ 11.67%
$286.85 - $318.64 $41K - $45.6K
1.37K $417K
UNH
Unitedhealth Group Inc

Healthcare
65
+ 5.37%
$461.52 - $548.18 $30K - $35.6K
1.28K $668K
DEO
Diageo PLC

Consumer Defensive
1.32K
+ 35.18%
$104.79 - $126.12 $138K - $166K
5.05K $529K
UNP
Union Pacific Corp

Industrials
78
+ 1.85%
$225.21 - $254.42 $17.6K - $19.8K
4.28K $1.01M
RSG
Republic Services, Inc.

Industrials
32
+ 2.98%
$200.09 - $242.16 $6.4K - $7.75K
1.11K $268K
MPC
Marathon Petroleum Corp

Energy
278
+ 14.72%
$134.72 - $159.03 $37.5K - $44.2K
2.17K $315K
META
Meta Platforms, Inc.

Communication Services
266
+ 3.44%
$576.36 - $736.67 $153K - $196K
7.99K $4.61M
LYG
Lloyds Banking Group PLC

Financial Services
2.41K
+ 6.33%
$2.58 - $3.9 $6.22K - $9.4K
40.5K $154K
AMGN
Amgen Inc

Healthcare
21
+ 2.5%
$258.59 - $327.36 $5.43K - $6.87K
862 $268K
HLN
Haleon PLC

Healthcare
211
+ 0.31%
$9.02 - $10.67 $1.9K - $2.25K
67.6K $692K
SONY
Sony Group Corp

Technology
3
+ 0.03%
$19.88 - $25.64 $59.6 - $76.9
10.8K $273K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
788
+ 3.54%
$50.39 - $50.66 $39.7K - $39.9K
23.1K $1.17M
DE
Deere & CO

Industrials
37
+ 5.83%
$408.57 - $509.27 $15.1K - $18.8K
672 $315K
DPZ
Dominos Pizza Inc

Consumer Cyclical
31
+ 4.01%
$402.33 - $489.71 $12.5K - $15.2K
804 $369K
MKL
Markel Corp

Financial Services
3
+ 1.14%
$1660.14 - $2059.83 $4.98K - $6.18K
267 $499K
ACGL
Arch Capital Group Ltd.

Financial Services
327
+ 9.32%
$88.13 - $96.94 $28.8K - $31.7K
3.84K $368K
VEEV
Veeva Systems Inc

Healthcare
46
+ 3.05%
$210.58 - $246.8 $9.69K - $11.4K
1.56K $360K
PG
Procter & Gamble CO

Consumer Defensive
118
+ 1.42%
$158.56 - $176.26 $18.7K - $20.8K
8.41K $1.43M
FTI
Technip Fmc PLC

Energy
657
+ 7.66%
$25.3 - $32.57 $16.6K - $21.4K
9.24K $288K
LUV
Southwest Airlines CO

Industrials
993
+ 16.3%
$28.18 - $34.84 $28K - $34.6K
7.09K $237K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
167
+ 2.84%
$58.01 - $64.46 $9.69K - $10.8K
6.06K $378K
LOW
Lowes Companies Inc

Consumer Cyclical
231
+ 12.69%
$222.66 - $268.42 $51.4K - $62K
2.05K $478K
VRSK
Verisk Analytics, Inc.

Industrials
13
+ 1.21%
$268.63 - $301.33 $3.49K - $3.92K
1.09K $323K
PSA
Public Storage

Real Estate
95
+ 6.75%
$288.99 - $313.98 $27.5K - $29.8K
1.5K $449K
CBRE
Cbre Group, Inc.

Real Estate
216
+ 7.83%
$121.79 - $147.13 $26.3K - $31.8K
2.97K $388K
PNC
Pnc Financial Services Group, Inc.

Financial Services
301
+ 19.31%
$168.84 - $202.89 $50.8K - $61.1K
1.86K $326K
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
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.08%
$142.64 - $156.42 $9.41K - $10.3K
2.21K $331K
TYL
Tyler Technologies Inc

Technology
6
+ 1.36%
$553.41 - $646.74 $3.32K - $3.88K
446 $259K
JNK
Spdr Bloomberg High Yield Bond

ETFs
57
+ 1.47%
$94.86 - $97.12 $5.41K - $5.54K
3.94K $375K
HEIA
Heico Crp Cl A
304
+ 7.06%
N/A
4.61K $0
Brookfield Corp
642
+ 4.77%
N/A
14.1K $0
Liberty Media Corp Del
60
+ 2.15%
N/A
2.85K $0
Linde PLC
464
+ 20.1%
N/A
2.77K $0
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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