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
TMO
Thermo Fisher Scientific Inc.

Healthcare
69
+ 4.44%
$497.6 - $606.74 $34.3K - $41.9K
1.62K $807K
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
IVW
Ishares S&P 500 Growth ETF

ETFs
382
+ 8.89%
$92.45 - $106.69 $35.3K - $40.8K
4.68K $432K
SPYG
Spdr Portfolio

ETFs
2.68K
+ 9.56%
$80.05 - $92.39 $214K - $247K
30.7K $2.46M
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
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
DH
Definitive Healthcare Corp.

Healthcare
9.68K
+ 19.21%
$2.59 - $5.55 $25.1K - $53.7K
60.1K $176K
DMLP
Dorchester Minerals, L.P.

Energy
279
+ 2.31%
$29.17 - $34.68 $8.14K - $9.68K
12.4K $371K
FICO
Fair Isaac Corp

Technology
4
+ 1.54%
$1695.35 - $2030.47 $6.78K - $8.12K
264 $486K
NKE
Nike, Inc.

Consumer Cyclical
505
+ 9.76%
$63.29 - $81.72 $32K - $41.3K
5.68K $360K
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
CRM
Salesforce, Inc.

Technology
370
+ 8.81%
$268.36 - $359.95 $99.3K - $133K
4.57K $1.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
220
+ 1.7%
$468.34 - $539.52 $103K - $119K
13.2K $6.18M
AVGO
Broadcom Inc.

Technology
110
+ 1.34%
$167.43 - $244.7 $18.4K - $26.9K
8.3K $1.39M
ORCL
Oracle Corp

Technology
66
+ 0.34%
$139.81 - $186.47 $9.23K - $12.3K
19.7K $2.75M
MSFT
Microsoft Corp

Technology
774
+ 4.39%
$375.39 - $447.2 $291K - $346K
18.4K $6.9M
AAPL
Apple Inc.

Technology
224
+ 0.88%
$209.68 - $247.1 $47K - $55.4K
25.6K $5.69M
AMZN
Amazon Com Inc

Consumer Cyclical
433
+ 1.61%
$190.26 - $242.06 $82.4K - $105K
27.4K $5.21M
GOOGL
Alphabet Inc.

Communication Services
746
+ 3.08%
$154.33 - $206.19 $115K - $154K
24.9K $3.85M
NVDA
Nvidia Corp

Technology
3.77K
+ 6.38%
$106.98 - $149.43 $403K - $563K
62.7K $6.8M
TSLA
Tesla, Inc.

Consumer Cyclical
238
+ 2.05%
$222.15 - $428.22 $52.9K - $102K
11.9K $3.07M
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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