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
Dimensional ETF Trust
44
+ 1.09%
N/A
4.09K $0
Blackrock Inc
14
+ 3.6%
N/A
403 $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
Brookfield Infrastructure CO
103
+ 1.03%
N/A
10.1K $0
LLY
Eli Lilly & CO

Healthcare
29
+ 1.98%
$625.65 - $812.69 $18.1K - $23.6K
1.49K $1.14M
NKE
Nike, Inc.

Consumer Cyclical
45
+ 0.87%
$69.24 - $79.24 $3.12K - $3.57K
5.23K $364K
MCO
Moodys Corp

Financial Services
13
+ 2.43%
$472.69 - $521.32 $6.14K - $6.78K
549 $261K
ADP
Automatic Data Processing Inc

Industrials
38
+ 2.73%
$288.69 - $310.94 $11K - $11.8K
1.43K $419K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
+ 0.41%
$422.75 - $485.53 $1.27K - $1.46K
742 $320K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
8
+ 0.25%
$98.64 - $113.55 $789 - $908
3.23K $334K
CNC
Centene Corp

Healthcare
1.71K
+ 39.7%
$25.21 - $56.65 $43.2K - $97K
6.03K $215K
MKL
Markel Corp

Financial Services
1
+ 0.39%
$1898.34 - $2031.8 $1.9K - $2.03K
257 $491K
APD
Air Products & Chemicals, Inc.

Basic Materials
14
+ 0.53%
$265.78 - $299.3 $3.72K - $4.19K
2.67K $728K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
36
+ 0.74%
$259.44 - $278.65 $9.34K - $10K
4.9K $1.27M
AIG
American International Group, Inc.

Financial Services
70
+ 1.67%
$76.34 - $85.87 $5.34K - $6.01K
4.25K $333K
ARES
Ares Management Corp

Financial Services
62
+ 2.2%
$159.89 - $192.76 $9.91K - $12K
2.88K $460K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
192
+ 5.64%
$50.98 - $67.62 $9.79K - $13K
3.6K $202K
HLN
Haleon PLC

Healthcare
6.77K
+ 10.27%
$8.72 - $10.35 $59K - $70.1K
72.7K $652K
APO
Apollo Global Management, Inc.

Financial Services
57
+ 1.02%
$131.55 - $156.05 $7.5K - $8.89K
5.64K $751K
BRO
Brown & Brown, Inc.

Financial Services
132
+ 4.13%
$90.88 - $108.93 $12K - $14.4K
3.33K $312K
DE
Deere & CO

Industrials
24
+ 2.31%
$457.26 - $524.37 $11K - $12.6K
1.06K $485K
SAP
Sap Se

Technology
24
+ 1.74%
$252.42 - $311.93 $6.06K - $7.49K
1.4K $374K
TDG
Trans Digm Group Inc

Industrials
63
+ 9.32%
$1271.04 - $1620.83 $80.1K - $102K
739 $974K
NVO
Novo Nordisk A S

Healthcare
2K
+ 15.91%
$45.38 - $71.7 $90.6K - $143K
14.5K $807K
FICO
Fair Isaac Corp

Technology
3
+ 1.16%
$1311.26 - $1869.83 $3.93K - $5.61K
261 $390K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
173
+ 5.95%
$366.54 - $479.53 $63.4K - $83K
3.08K $1.21M
AMT
American Tower Corp

Real Estate
240
+ 5.1%
$192.32 - $232.35 $46.2K - $55.8K
4.95K $951K
DIS
Walt Disney CO

Communication Services
187
+ 1.19%
$112.25 - $124.0 $21K - $23.2K
15.9K $1.82M
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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