BAKER TILLY WEALTH MANAGEMENT, LLC Q3 2025 Filing

Filed October 9, 2025

Portfolio Value

$442.8M

Holdings

275

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (275 positions)

StockValue
EQTEQT CORP
$330K
INTUINTUIT
$325K
SONYSONY GROUP CORP
$324K
VICRVICOR CORP
$323K
DPZDOMINOS PIZZA INC
$320K
AJGGALLAGHER ARTHUR J & CO
$320K
ODFLOLD DOMINION FREIGHT LINE IN
$318K
SPSMSPDR SERIES TRUST
$317K
AMEAMETEK INC
$313K
BROBROWN & BROWN INC
$312K
STZCONSTELLATION BRANDS INC
$312K
SPMBSPDR SERIES TRUST
$310K
ADBEADOBE INC
$304K
LPLALPL FINL HLDGS INC
$304K
CPRTCOPART INC
$303K
EXASEXACT SCIENCES CORP
$300K
LUVSOUTHWEST AIRLS CO
$300K
FASTFASTENAL CO
$299K
IVEISHARES TR
$298K
MDTMEDTRONIC PLC
$297K
CDWCDW CORP
$295K
BMYBRISTOL-MYERS SQUIBB CO
$294K
FTITECHNIPFMC PLC
$291K
GMGENERAL MTRS CO
$288K
JPSTJ P MORGAN EXCHANGE TRADED F
$283K
DEODIAGEO PLC
$283K
ILMNILLUMINA INC
$283K
GILDGILEAD SCIENCES INC
$279K
DOVDOVER CORP
$273K
VRSKVERISK ANALYTICS INC
$272K
SESEA LTD
$268K
NOWSERVICENOW INC
$267K
FWONALIBERTY MEDIA CORP DEL
$265K
GWWGRAINGER W W INC
$264K
ZTSZOETIS INC
$262K
APPFAPPFOLIO INC
$262K
SPTLSPDR SERIES TRUST
$262K
MCOMOODYS CORP
$262K
ENQENTEGRIS INC
$256K
PFEPFIZER INC
$253K
BSXBOSTON SCIENTIFIC CORP
$248K
AMATAPPLIED MATLS INC
$248K
DHDEFINITIVE HEALTHCARE CORP
$244K
CPNGCOUPANG INC
$240K
IBDRISHARES TR
$237K
ASMLASML HOLDING N V
$236K
AFLAFLAC INC
$234K
CWBSPDR SERIES TRUST
$232K
SNPSSYNOPSYS INC
$226K
CMICUMMINS INC
$223K
BBARRICK MNG CORP
$221K
RSGREPUBLIC SVCS INC
$221K
CSXCSX CORP
$220K
TAT&T INC
$219K
ADIANALOG DEVICES INC
$218K
ESGDISHARES TR
$217K
WECWEC ENERGY GROUP INC
$216K
CNCCENTENE CORP DEL
$215K
TYLTYLER TECHNOLOGIES INC
$214K
FNDFLOOR & DECOR HLDGS INC
$214K
HDVISHARES TR
$209K
ACGLARCH CAP GROUP LTD
$209K
SCHFSCHWAB STRATEGIC TR
$209K
EIXEDISON INTL
$208K
DUSBDIMENSIONAL ETF TRUST
$208K
OXYOCCIDENTAL PETE CORP
$205K
HHYATT HOTELS CORP
$204K
LRCXLAM RESEARCH CORP
$204K
RYANRYAN SPECIALTY HOLDINGS INC
$203K
LENLENNAR CORP
$201K
MUFGMITSUBISHI UFJ FINL GROUP IN
$191K
SANBANCO SANTANDER S.A.
$187K
NWGNATWEST GROUP PLC
$181K
CCCCCC INTELLIGENT SOLUTIONS HL
$163K
OSSONE STOP SYS INC
$107K
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