BAKER TILLY WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed January 8, 2026
Portfolio Value
$405.8M
Holdings
284
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (284 positions)
| Stock | Value |
|---|---|
PLNTPLANET FITNESS INC | $349K |
UNHUNITEDHEALTH GROUP INC | $347K |
FDSFACTSET RESH SYS INC | $340K |
NKENIKE INC | $337K |
GLWCORNING INC | $334K |
DOVDOVER CORP | $334K |
FTITECHNIPFMC PLC | $327K |
LPLALPL FINL HLDGS INC | $327K |
MCHIISHARES TR | $326K |
SAPSAP SE | $325K |
DFEMDIMENSIONAL ETF TRUST | $324K |
INTUINTUIT | $313K |
BMYBRISTOL-MYERS SQUIBB CO | $313K |
WDAYWORKDAY INC | $312K |
DPZDOMINOS PIZZA INC | $310K |
MDTMEDTRONIC PLC | $309K |
ABTABBOTT LABS | $305K |
VNQVANGUARD INDEX FDS | $305K |
DMLPDORCHESTER MINERALS LP | $301K |
STZCONSTELLATION BRANDS INC | $298K |
SONYSONY GROUP CORP | $298K |
PYPLPAYPAL HLDGS INC | $297K |
MCOMOODYS CORP | $292K |
SPTLSPDR SERIES TRUST | $292K |
THCTENET HEALTHCARE CORP | $292K |
SPMBSPDR SERIES TRUST | $291K |
BBARRICK MNG CORP | $289K |
PFEPFIZER INC | $283K |
GWWWW GRAINGER INC | $283K |
TTTRANE TECHNOLOGIES PLC | $278K |
LRCXLAM RESEARCH CORP | $276K |
ADBEADOBE INC | $275K |
CMICUMMINS INC | $275K |
AJGGALLAGHER ARTHUR J & CO | $273K |
CDWCDW CORP | $260K |
PCGPG&E CORP | $259K |
CSXCSX CORP | $259K |
AMDADVANCED MICRO DEVICES INC | $256K |
CPRTCOPART INC | $256K |
EFGISHARES TR | $252K |
FWONALIBERTY MEDIA CORP DEL | $251K |
BROBROWN & BROWN INC | $249K |
QUALISHARES TR | $249K |
ADIANALOG DEVICES INC | $249K |
VNQIVANGUARD INTL EQUITY INDEX F | $247K |
DEODIAGEO PLC | $242K |
DHRDANAHER CORPORATION | $241K |
TPRTAPESTRY INC | $240K |
IBDRISHARES TR | $236K |
NOWSERVICENOW INC | $236K |
AFLAFLAC INC | $234K |
ENQENTEGRIS INC | $233K |
CNCCENTENE CORP DEL | $233K |
FASTFASTENAL CO | $232K |
HHYATT HOTELS CORP | $232K |
TJXTJX COS INC NEW | $231K |
EQTEQT CORP | $227K |
BSXBOSTON SCIENTIFIC CORP | $227K |
NWGNATWEST GROUP PLC | $225K |
OMCOMNICOM GROUP INC | $221K |
BEPCBROOKFIELD RENEWABLE CORP | $221K |
STTSTATE STR CORP | $221K |
ESGDISHARES TR | $221K |
ACGLARCH CAP GROUP LTD | $220K |
AEMAGNICO EAGLE MINES LTD | $220K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $220K |
GSGOLDMAN SACHS GROUP INC | $217K |
PHPARKER-HANNIFIN CORP | $217K |
SCHFSCHWAB STRATEGIC TR | $216K |
MCKMCKESSON CORP | $214K |
ABGCENCORA INC | $214K |
SNPSSYNOPSYS INC | $211K |
AMATAPPLIED MATLS INC | $211K |
CBCHUBB LIMITED | $211K |
SANBANCO SANTANDER SA | $210K |
COPCONOCOPHILLIPS | $210K |
HBC2HSBC HLDGS PLC | $209K |
DUSBDIMENSIONAL ETF TRUST | $209K |
HDVISHARES TR | $208K |
RSGREPUBLIC SVCS INC | $205K |
ETHGRAYSCALE ETHEREUM MINI TR E | $200K |
DHDEFINITIVE HEALTHCARE CORP | $172K |
OSSONE STOP SYS INC | $143K |
CCCCCC INTELLIGENT SOLUTIONS HL | $143K |
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