Baker Tilly Wealth Management, LLC Sells in Q2 2025

Baker Tilly Wealth Management, LLC

  • $273 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.7K
- 63.75%
$50.36 - $50.68 $741K - $746K
8.36K $423K
AAPL
Apple Inc.

Technology
-1.3K
- 5.06%
$172.42 - $223.89 $223K - $290K
24.3K $4.99M
BRO
Brown & Brown, Inc.

Financial Services
-3.2K
- 49.98%
$104.48 - $124.43 $334K - $398K
3.2K $354K
MRK
Merck & Co., Inc.

Healthcare
-2.03K
- 14.29%
$73.47 - $87.12 $149K - $176K
12.1K $961K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.6K
- 10.01%
$51.16 - $62.02 $644K - $780K
113K $7.01M
UNH
Unitedhealth Group Inc

Healthcare
-25
- 1.96%
$274.35 - $599.47 $6.86K - $15K
1.25K $390K
PG
Procter & Gamble CO

Consumer Defensive
-1.09K
- 12.99%
$157.66 - $172.39 $172K - $188K
7.32K $1.17M
V
Visa Inc.

Financial Services
-879
- 7.05%
$308.27 - $373.31 $271K - $328K
11.6K $4.11M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-4.16K
- 4.07%
$48.46 - $50.2 $202K - $209K
98.2K $4.88M
UNP
Union Pacific Corp

Industrials
-872
- 20.36%
$208.27 - $238.46 $182K - $208K
3.41K $784K
CVX
Chevron Corp

Energy
-567
- 10.66%
$133.73 - $168.51 $75.8K - $95.5K
4.75K $680K
GM
General Motors CO

Consumer Cyclical
-4.5K
- 51.37%
$42.48 - $50.46 $191K - $227K
4.26K $209K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.33K
- 22.37%
$22.54 - $23.17 $188K - $193K
28.9K $664K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.73K
- 28.69%
$32.66 - $40.75 $220K - $274K
16.7K $676K
SPYG
Spdr Portfolio

ETFs
-6.81K
- 22.21%
$71.83 - $95.32 $489K - $649K
23.9K $2.27M
VUG
Vanguard Growth ETF

ETFs
-727
- 34.54%
$329.49 - $438.4 $240K - $319K
1.38K $604K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.63K
- 20.92%
$45.11 - $52.34 $164K - $190K
13.7K $717K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-12
- 0.74%
$390.26 - $489.06 $4.68K - $5.87K
1.61K $653K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-80
- 2.68%
$421.16 - $509.5 $33.7K - $40.8K
2.91K $1.29M
VTV
Vanguard Value ETF

ETFs
-992
- 27.21%
$153.67 - $176.74 $152K - $175K
2.65K $469K
BMY
Bristol Myers Squibb CO

Healthcare
-1.06K
- 15.27%
$44.12 - $59.6 $46.9K - $63.3K
5.89K $272K
COF
Capital One Financial Corp

Financial Services
-1.47K
- 29.87%
$150.57 - $212.76 $221K - $312K
3.44K $732K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-6.8K
- 31.67%
$21.55 - $22.2 $147K - $151K
14.7K $324K
ABBV
Abb Vie Inc.

Healthcare
-169
- 3.54%
$170.16 - $206.27 $28.8K - $34.9K
4.6K $854K
TMUS
T Mobile Us, Inc.

Communication Services
-62
- 1.48%
$220.99 - $268.54 $13.7K - $16.6K
4.14K $985K
JNJ
Johnson & Johnson

Healthcare
-182
- 2.27%
$146.36 - $159.82 $26.6K - $29.1K
7.82K $1.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.69K
- 17.53%
$79.56 - $82.92 $134K - $140K
7.93K $657K
NOC
Northrop Grumman Corp

Industrials
-190
- 10.26%
$456.3 - $540.39 $86.7K - $103K
1.66K $830K
AMAT
Applied Materials Inc

Technology
-1K
- 44.32%
$126.95 - $183.52 $127K - $184K
1.26K $230K
KO
Coca Cola CO

Consumer Defensive
-1.07K
- 5.55%
$68.37 - $73.9 $73.3K - $79.2K
18.2K $1.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.22K
- 27.79%
$35.35 - $42.68 $78.6K - $94.9K
5.78K $246K
ZTS
Zoetis Inc.

Healthcare
-362
- 16.74%
$144.41 - $170.3 $52.3K - $61.6K
1.8K $280K
VZ
Verizon Communications Inc

Communication Services
-920
- 5.39%
$41.67 - $45.62 $38.3K - $42K
16.1K $698K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.87K
- 20.17%
$40.82 - $43.14 $76.4K - $80.8K
7.41K $319K
EQT
Eqt Corp

Energy
-2.07K
- 22.3%
$46.11 - $60.44 $95.2K - $125K
7.2K $419K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.13K
- 26.68%
$72.61 - $88.75 $82K - $100K
3.1K $275K
TRV
Travelers Companies, Inc.

Financial Services
-305
- 7.33%
$233.83 - $276.34 $71.3K - $84.3K
3.86K $1.03M
CPRT
Copart Inc

Consumer Cyclical
-49
- 0.68%
$47.72 - $63.84 $2.34K - $3.13K
7.16K $351K
PGR
Progressive Corp

Financial Services
-145
- 12.7%
$255.27 - $288.74 $37K - $41.9K
997 $266K
EXPD
Expeditors International Of Washington Inc

Industrials
-251
- 5.87%
$102.84 - $122.24 $25.8K - $30.7K
4.03K $460K
CI
Cigna Corp

Healthcare
-164
- 11.18%
$301.89 - $340.04 $49.5K - $55.8K
1.3K $430K
IT
Gartner Inc

Technology
-83
- 7.95%
$377.5 - $449.52 $31.3K - $37.3K
961 $388K
YUM
Yum Brands Inc

Consumer Cyclical
-85
- 2.47%
$138.36 - $161.45 $11.8K - $13.7K
3.36K $497K
QCOM
Qualcomm Inc

Technology
-512
- 7.11%
$124.66 - $159.48 $63.8K - $81.7K
6.69K $1.07M
DTE
Dte Energy CO

Utilities
-164
- 5.07%
$127.39 - $139.49 $20.9K - $22.9K
3.07K $407K
ROP
Roper Technologies Inc

Industrials
-33
- 3.64%
$519.19 - $590.78 $17.1K - $19.5K
874 $495K
ADSK
Autodesk, Inc.

Technology
-155
- 3.52%
N/A
4.25K $1.05M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-65
- 8.08%
$430.72 - $497.52 $28K - $32.3K
739 $332K
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 2.18%
$285.55 - $321.23 $8.28K - $9.32K
1.3K $379K
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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