Baker Tilly Wealth Management, LLC Reduced Holdings in Q2 2025

Baker Tilly Wealth Management, LLC

  • $273 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
-77
- 1.73%
$48.32 - $59.92 $3.72K - $4.61K
4.37K $225K
CSX
Csx Corp

Industrials
-1.73K
- 21.49%
$26.69 - $32.91 $46K - $56.8K
6.3K $205K
RSG
Republic Services, Inc.

Industrials
-142
- 12.83%
$227.2 - $258.07 $32.3K - $36.6K
965 $237K
ACGL
Arch Capital Group Ltd.

Financial Services
-107
- 2.79%
$84.99 - $96.82 $9.09K - $10.4K
3.73K $339K
CSGP
Costar Group, Inc.

Real Estate
-453
- 5.5%
$72.62 - $83.22 $32.9K - $37.7K
7.79K $626K
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 0.68%
$210.83 - $235.28 $2.95K - $3.29K
2.04K $451K
DEO
Diageo PLC

Consumer Defensive
-68
- 1.35%
$99.86 - $115.75 $6.79K - $7.87K
4.99K $502K
FDS
Factset Research Systems Inc

Financial Services
-40
- 3.3%
$398.85 - $473.32 $16K - $18.9K
1.17K $524K
ENB
Enbridge Inc

Energy
-1.23K
- 4.18%
$41.09 - $47.16 $50.7K - $58.1K
28.3K $1.28M
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 1.0%
$310.86 - $348.77 $2.49K - $2.79K
794 $254K
AFL
Aflac Inc

Financial Services
-46
- 2.19%
$99.77 - $112.45 $4.59K - $5.17K
2.05K $216K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.13K
- 11.5%
$34.72 - $42.74 $39.2K - $48.3K
8.69K $371K
FICO
Fair Isaac Corp

Technology
-6
- 2.27%
$1503.62 - $2206.01 $9.02K - $13.2K
258 $471K
AIG
American International Group, Inc.

Financial Services
-77
- 1.81%
$77.56 - $87.72 $5.97K - $6.75K
4.18K $357K
MSCI
Msci Inc.

Financial Services
-41
- 4.11%
$506.56 - $576.74 $20.8K - $23.6K
957 $551K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-355
- 10.98%
$71.86 - $82.66 $25.5K - $29.3K
2.88K $237K
HLN
Haleon PLC

Healthcare
-1.65K
- 2.45%
$9.27 - $11.41 $15.3K - $18.9K
65.9K $683K
CRM
Salesforce, Inc.

Technology
-105
- 2.3%
$236.26 - $291.15 $24.8K - $30.6K
4.47K $1.22M
WDAY
Workday, Inc.

Technology
-92
- 4.18%
$210.47 - $274.71 $19.4K - $25.3K
2.11K $505K
AME
Ametek Inc

Industrials
-117
- 6.81%
$151.41 - $182.75 $17.7K - $21.4K
1.6K $289K
RTX
Raytheon Technologies Corp

Industrials
-884
- 9.56%
$113.75 - $148.48 $101K - $131K
8.37K $1.22M
CSCO
Cisco Systems, Inc.

Technology
-773
- 10.99%
$53.19 - $69.38 $41.1K - $53.6K
6.26K $434K
Linde PLC
-567
- 20.45%
N/A
2.21K $0
Liberty Media Corp Del
-292
- 10.26%
N/A
2.56K $0
HEIA
Heico Crp Cl A
-426
- 9.25%
N/A
4.18K $0
APO
Apollo Global Management, Inc.

Financial Services
-185
- 3.21%
$108.68 - $145.07 $20.1K - $26.8K
5.59K $792K
JPM
Jpmorgan Chase & CO

Financial Services
-1.75K
- 15.27%
$210.28 - $289.91 $368K - $507K
9.71K $2.81M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-131
- 0.92%
$8.28 - $9.42 $1.08K - $1.23K
14.1K $132K
NKE
Nike, Inc.

Consumer Cyclical
-492
- 8.67%
$53.27 - $72.04 $26.2K - $35.4K
5.19K $368K
AMT
American Tower Corp

Real Estate
-29
- 0.61%
$203.96 - $228.19 $5.91K - $6.62K
4.71K $1.04M
MKL
Markel Corp

Financial Services
-11
- 4.12%
$1678.5 - $1997.36 $18.5K - $22K
256 $511K
SPY
Spdr S&P 500 ETF Trust

ETFs
-51
- 6.46%
$496.48 - $617.85 $25.3K - $31.5K
739 $456K
FTI
Technip Fmc PLC

Energy
-385
- 4.17%
$23.18 - $35.33 $8.92K - $13.6K
8.85K $304K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-20
- 0.19%
$11.9 - $15.57 $238 - $311
10.4K $160K
NVS
Novartis Ag

Healthcare
-153
- 3.54%
$101.96 - $121.01 $15.6K - $18.5K
4.17K $504K
MNST
Monster Beverage Corp

Consumer Defensive
-858
- 4.51%
$55.01 - $64.24 $47.2K - $55.1K
18.2K $1.14M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-29
- 1.22%
$108.06 - $135.3 $3.13K - $3.92K
2.35K $318K
ILMN
Illumina, Inc.

Healthcare
-176
- 5.49%
$70.3 - $95.41 $12.4K - $16.8K
3.03K $289K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-144
- 2.72%
$57.41 - $74.81 $8.27K - $10.8K
5.16K $383K
VMC
Vulcan Materials CO

Basic Materials
-455
- 7.68%
$226.49 - $276.01 $103K - $126K
5.47K $1.43M
PM
Philip Morris International Inc.

Consumer Defensive
-279
- 6.88%
$149.23 - $184.95 $41.6K - $51.6K
3.78K $687K
C
Citigroup Inc

Financial Services
-308
- 6.11%
$58.13 - $85.12 $17.9K - $26.2K
4.73K $402K
TDG
Trans Digm Group Inc

Industrials
-34
- 4.79%
$1231.75 - $1520.64 $41.9K - $51.7K
676 $1.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-160
- 12.02%
$141.37 - $228.57 $22.6K - $36.6K
1.17K $265K
SEIC
Sei Investments CO

Financial Services
-325
- 5.09%
$66.45 - $89.86 $21.6K - $29.2K
6.07K $545K
ISRG
Intuitive Surgical Inc

Healthcare
-23
- 1.72%
$451.58 - $565.94 $10.4K - $13K
1.32K $715K
BAC
Bank Of America Corp

Financial Services
-724
- 3.92%
$34.39 - $47.46 $24.9K - $34.4K
17.8K $840K
VEEV
Veeva Systems Inc

Healthcare
-46
- 2.96%
$209.39 - $289.94 $9.63K - $13.3K
1.51K $434K
IVW
Ishares S&P 500 Growth ETF

ETFs
-21
- 0.45%
$82.96 - $110.1 $1.74K - $2.31K
4.66K $512K
Activity Summary
Buys All Purchases 103 New Holdings 14 Increased Positions 89 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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