Baker Tilly Wealth Management, LLC Reduced Holdings in Q3 2025

Baker Tilly Wealth Management, LLC

  • $429 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
-44
- 2.0%
N/A
2.16K $0
YUM
Yum Brands Inc

Consumer Cyclical
-72
- 2.14%
$139.5 - $153.94 $10K - $11.1K
3.29K $499K
LOW
Lowes Companies Inc

Consumer Cyclical
-188
- 9.23%
$215.01 - $273.02 $40.4K - $51.3K
1.85K $464K
CSX
Csx Corp

Industrials
-109
- 1.73%
$32.05 - $36.52 $3.49K - $3.98K
6.19K $219K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-72
- 3.55%
$185.88 - $207.44 $13.4K - $14.9K
1.96K $392K
THC
Tenet Healthcare Corp

Healthcare
-169
- 9.05%
$148.38 - $203.04 $25.1K - $34.3K
1.7K $344K
DTE
Dte Energy CO

Utilities
-77
- 2.51%
$130.26 - $141.49 $10K - $10.9K
3K $423K
CAT
Caterpillar Inc

Industrials
-224
- 16.2%
$390.92 - $477.15 $87.6K - $107K
1.16K $553K
AMAT
Applied Materials Inc

Technology
-50
- 3.97%
$156.25 - $204.95 $7.81K - $10.2K
1.21K $247K
MET
Metlife Inc

Financial Services
-79
- 0.63%
$73.82 - $82.37 $5.83K - $6.51K
12.5K $1.03M
NVS
Novartis Ag

Healthcare
-47
- 1.13%
$113.5 - $129.73 $5.33K - $6.1K
4.12K $528K
EXPD
Expeditors International Of Washington Inc

Industrials
-70
- 1.74%
$111.37 - $124.95 $7.8K - $8.75K
3.96K $485K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-50
- 0.75%
$68.24 - $73.73 $3.41K - $3.69K
6.62K $486K
CSGP
Costar Group, Inc.

Real Estate
-59
- 0.76%
$81.42 - $96.83 $4.8K - $5.71K
7.73K $652K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-440
- 3.36%
$72.65 - $78.68 $32K - $34.6K
12.7K $992K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-322
- 1.2%
$23.82 - $25.84 $7.67K - $8.32K
26.6K $682K
C
Citigroup Inc

Financial Services
-321
- 6.79%
$85.57 - $103.49 $27.5K - $33.2K
4.41K $447K
SPYG
Spdr Portfolio

ETFs
-1.61K
- 6.73%
$94.33 - $105.31 $151K - $169K
22.3K $2.33M
MNST
Monster Beverage Corp

Consumer Defensive
-327
- 1.8%
$58.65 - $67.31 $19.2K - $22K
17.9K $1.2M
SRE
Sempra Energy

Utilities
-1.71K
- 11.02%
$74.14 - $89.98 $126K - $153K
13.8K $1.24M
CVS
Cvs Health Corp

Healthcare
-270
- 1.99%
$58.75 - $76.5 $15.9K - $20.7K
13.3K $1M
LHX
L3 Harris Technologies, Inc.

Industrials
-128
- 5.02%
$252.18 - $305.41 $32.3K - $39.1K
2.42K $739K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-618
- 6.0%
$89.32 - $107.82 $55.2K - $66.6K
9.68K $1.04M
IVV
Ishares Core S&P 500 ETF

ETFs
-57
- 1.48%
$620.67 - $670.08 $35.4K - $38.2K
3.8K $2.54M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-169
- 2.51%
$50.79 - $76.4 $8.58K - $12.9K
6.56K $501K
VMC
Vulcan Materials CO

Basic Materials
-161
- 2.94%
$260.62 - $307.62 $42K - $49.5K
5.31K $1.63M
JPM
Jpmorgan Chase & CO

Financial Services
-18
- 0.19%
$282.78 - $316.06 $5.09K - $5.69K
9.69K $3.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.53K
- 1.35%
$62.09 - $66.51 $94.7K - $101K
112K $7.28M
SHOP
Shopify Inc.

Technology
-1.17K
- 8.46%
$112.11 - $157.12 $132K - $184K
12.7K $1.89M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-77
- 0.57%
$546.99 - $602.2 $42.1K - $46.4K
13.4K $8.06M
GOOG
Alphabet Inc.

Communication Services
-173
- 1.69%
$175.16 - $255.24 $30.3K - $44.2K
10.1K $2.46M
GLD
Spdr Gold Trust

ETFs
-725
- 3.75%
$300.96 - $355.47 $218K - $258K
18.6K $6.61M
ORCL
Oracle Corp

Technology
-1.62K
- 8.52%
$218.96 - $328.33 $354K - $532K
17.4K $4.89M
TSLA
Tesla, Inc.

Consumer Cyclical
-216
- 1.9%
$293.94 - $444.72 $63.5K - $96.1K
11.2K $4.97M
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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