Baker Tilly Wealth Management, LLC Sells in Q3 2024

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-1.73K
- 21.15%
$145.48 - $167.38 $251K - $289K
6.43K $1.04M
ASML
Asml Holding Nv

Technology
-76
- 19.39%
$749.82 - $1098.95 $57K - $83.5K
316 $263K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-2.82K
- 40.72%
$56.16 - $68.57 $158K - $193K
4.1K $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
-305
- 19.49%
$517.38 - $573.86 $158K - $175K
1.26K $723K
WM
Waste Management Inc

Industrials
-513
- 14.22%
$196.96 - $223.45 $101K - $115K
3.1K $642K
IBM
International Business Machines Corp

Technology
-1.18K
- 41.09%
$175.1 - $223.38 $207K - $264K
1.7K $374K
ABBV
Abb Vie Inc.

Healthcare
-1.26K
- 24.86%
$163.84 - $199.33 $206K - $250K
3.8K $749K
WDAY
Workday, Inc.

Technology
-704
- 24.8%
$207.75 - $264.68 $146K - $186K
2.14K $521K
AMP
Ameriprise Financial Inc

Financial Services
-316
- 38.12%
$391.53 - $469.81 $124K - $148K
513 $241K
GM
General Motors CO

Consumer Cyclical
-2.09K
- 18.63%
$39.95 - $49.9 $83.3K - $104K
9.11K $408K
MORN
Morningstar, Inc.

Financial Services
-387
- 35.7%
$295.85 - $326.31 $114K - $126K
697 $222K
PCG
Pg&E Corp

Utilities
-7.5K
- 32.45%
$17.08 - $20.6 $128K - $155K
15.6K $308K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.03K
- 19.9%
$113.45 - $126.18 $117K - $130K
4.16K $524K
VB
Vanguard Small Cap ETF

ETFs
-536
- 24.87%
$214.77 - $237.72 $115K - $127K
1.62K $384K
BDX
Becton Dickinson & CO

Healthcare
-485
- 9.52%
$221.47 - $242.41 $107K - $118K
4.61K $1.11M
DIS
Walt Disney CO

Communication Services
-348
- 2.47%
$85.6 - $98.61 $29.8K - $34.3K
13.8K $1.32M
FE
Firstenergy Corp

Utilities
-3.13K
- 29.56%
$38.25 - $44.54 $120K - $139K
7.46K $330K
CSX
Csx Corp

Industrials
-2.3K
- 23.14%
$32.48 - $35.45 $74.8K - $81.6K
7.65K $263K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.5K
- 21.19%
$58.03 - $65.37 $87K - $98.1K
5.58K $361K
DE
Deere & CO

Industrials
-239
- 29.18%
$344.84 - $418.0 $82.4K - $99.9K
580 $242K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.06K
- 17.91%
$125.95 - $142.04 $134K - $151K
4.86K $690K
CPRT
Copart Inc

Consumer Cyclical
-902
- 11.09%
$49.19 - $55.54 $44.4K - $50.1K
7.23K $378K
AAON
Aaon, Inc.

Industrials
-1.17K
- 32.71%
$83.58 - $107.82 $98.1K - $127K
2.42K $260K
UPS
United Parcel Service Inc

Industrials
-352
- 13.17%
$123.32 - $147.38 $43.4K - $51.9K
2.32K $316K
EFG
Msci Eafe Growth ETF

ETFs
-569
- 21.29%
$96.84 - $108.77 $55.1K - $61.9K
2.1K $226K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-254
- 12.41%
$147.95 - $191.05 $37.6K - $48.5K
1.79K $311K
CI
Cigna Corp

Healthcare
-196
- 11.67%
$319.12 - $367.1 $62.5K - $72K
1.48K $514K
BMY
Bristol Myers Squibb CO

Healthcare
-2.27K
- 27.85%
$39.66 - $51.75 $90.1K - $118K
5.89K $304K
MPC
Marathon Petroleum Corp

Energy
-56
- 2.46%
$158.61 - $180.75 $8.88K - $10.1K
2.22K $361K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2K
- 25.25%
$33.89 - $41.64 $67.8K - $83.3K
5.92K $235K
AXP
American Express CO

Financial Services
-267
- 26.28%
$225.92 - $271.17 $60.3K - $72.4K
749 $203K
C
Citigroup Inc

Financial Services
-413
- 7.48%
$56.11 - $67.61 $23.2K - $27.9K
5.11K $320K
RSG
Republic Services, Inc.

Industrials
-106
- 9.15%
$189.34 - $208.21 $20.1K - $22.1K
1.05K $211K
OKE
Oneok Inc

Energy
-465
- 14.08%
$78.62 - $95.27 $36.6K - $44.3K
2.84K $258K
WSO
Watsco Inc

Industrials
-47
- 10.0%
$448.73 - $519.89 $21.1K - $24.4K
423 $208K
SONY
Sony Group Corp

Technology
-397
- 15.41%
$81.61 - $98.65 $32.4K - $39.2K
2.18K $210K
VUG
Vanguard Growth ETF

ETFs
-53
- 3.57%
$341.08 - $391.94 $18.1K - $20.8K
1.43K $549K
GOLD
Barrick Gold Corp

Basic Materials
-2.27K
- 16.66%
$16.56 - $21.01 $37.6K - $47.7K
11.4K $225K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.18K
- 4.45%
$21.35 - $22.73 $25.3K - $26.9K
25.4K $572K
PG
Procter & Gamble CO

Consumer Defensive
-418
- 4.82%
$160.76 - $177.82 $67.2K - $74.3K
8.26K $1.43M
Kenvue Inc
-1.09K
- 9.1%
N/A
10.8K $0
Brookfield Corp
-662
- 4.57%
N/A
13.8K $0
Canadian Pacific Kansas City
-497
- 15.06%
N/A
2.8K $0
HSY
Hershey CO

Consumer Defensive
-24
- 2.12%
$182.45 - $203.25 $4.38K - $4.88K
1.11K $212K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-75
- 3.81%
$113.41 - $125.62 $8.51K - $9.42K
1.89K $237K
PPG
Ppg Industries Inc

Basic Materials
-93
- 3.38%
$118.32 - $134.55 $11K - $12.5K
2.66K $351K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-250
- 6.34%
$72.01 - $84.34 $18K - $21.1K
3.69K $299K
AES
Aes Corp

Utilities
-2.01K
- 10.08%
$16.18 - $20.07 $32.5K - $40.3K
17.9K $359K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-14
- 0.37%
$93.65 - $97.81 $1.31K - $1.37K
3.82K $373K
Activity Summary
Buys All Purchases 109 New Holdings 15 Increased Positions 94 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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