BAKER TILLY WEALTH MANAGEMENT, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$255.0B
Holdings
237
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (237 positions)
| Stock | Value |
|---|---|
4I1PHILIP MORRIS INTL INC | $643.7M |
VTVVANGUARD INDEX FDS | $629.8M |
SCHBSCHWAB STRATEGIC TR | $577.9M |
CWISPDR INDEX SHS FDS | $571.1M |
MSCIMSCI INC | $564.4M |
GEGE AEROSPACE | $564.1M |
FDSFACTSET RESH SYS INC | $551.6M |
YUMYUM BRANDS INC | $542.1M |
ACNACCENTURE PLC IRELAND | $540.5M |
ROPROPER TECHNOLOGIES INC | $534.8M |
DEODIAGEO PLC | $529.5M |
VTIVANGUARD INDEX FDS | $523.6M |
EXPDEXPEDITORS INTL WASH INC | $514.5M |
WDAYWORKDAY INC | $513.8M |
WFCWELLS FARGO CO NEW | $501.9M |
MKLMARKEL GROUP INC | $499.2M |
SEICSEI INVTS CO | $496.2M |
EQTEQT CORP | $494.8M |
ABTABBOTT LABS | $489.3M |
FICOFAIR ISAAC CORP | $486.9M |
CITHE CIGNA GROUP | $482.7M |
NVSNNOVARTIS AG | $481.5M |
LOWLOWES COS INC | $478.4M |
SPMBSPDR SER TR | $473.4M |
PSLV/USPROTT PHYSICAL SILVER TR | $457.4M |
PSAPUBLIC STORAGE OPER CO | $449.9M |
DTEDTE ENERGY CO | $447.6M |
LYVLIVE NATION ENTERTAINMENT IN | $445.3M |
SPYSPDR S&P 500 ETF TR | $441.7M |
ITGARTNER INC | $438.2M |
EFAISHARES TR | $438.0M |
IVWISHARES TR | $434.3M |
CSCOCISCO SYS INC | $434.2M |
BMYBRISTOL-MYERS SQUIBB CO | $424.3M |
ADPAUTOMATIC DATA PROCESSING IN | $418.0M |
BABAALIBABA GROUP HLDG LTD | $417.8M |
MLMMARTIN MARIETTA MATLS INC | $416.0M |
MCDMCDONALDS CORP | $415.1M |
GMGENERAL MTRS CO | $411.8M |
CATCATERPILLAR INC | $410.6M |
AWCAMERICAN WTR WKS CO INC NEW | $410.1M |
HELOJ P MORGAN EXCHANGE TRADED F | $409.3M |
ARESARES MANAGEMENT CORPORATION | $408.8M |
CPRTCOPART INC | $408.1M |
WMTWALMART INC | $407.4M |
SHYGISHARES TR | $394.6M |
CBRECBRE GROUP INC | $388.8M |
ADBEADOBE INC | $388.5M |
SPEMSPDR INDEX SHS FDS | $386.4M |
VXUSVANGUARD STAR FDS | $376.0M |
JNKSPDR SER TR | $375.8M |
DMLPDORCHESTER MINERALS LP | $371.9M |
AIGAMERICAN INTL GROUP INC | $370.3M |
DPZDOMINOS PIZZA INC | $369.5M |
ACGLARCH CAP GROUP LTD | $368.9M |
BLKBLACKROCK INC | $366.3M |
VEEVVEEVA SYS INC | $360.4M |
NKENIKE INC | $360.4M |
VBVANGUARD INDEX FDS | $358.3M |
TRVCCITIGROUP INC | $357.6M |
ZTSZOETIS INC | $356.1M |
SAPSAP SE | $351.9M |
SLYGSPDR SER TR | $351.2M |
TELTE CONNECTIVITY PLC | $348.8M |
PYPLPAYPAL HLDGS INC | $345.8M |
BIPCBROOKFIELD INFRASTRUCTURE CO | $343.6M |
SCHGSCHWAB STRATEGIC TR | $342.2M |
COSTCOSTCO WHSL CORP NEW | $340.5M |
PEPPEPSICO INC | $331.1M |
AMATAPPLIED MATLS INC | $328.4M |
PNCPNC FINL SVCS GROUP INC | $327.0M |
SPSMSPDR SER TR | $326.1M |
IBMINTERNATIONAL BUSINESS MACHS | $324.5M |
XYZBLOCK INC | $324.2M |
VRSKVERISK ANALYTICS INC | $323.5M |
PGRPROGRESSIVE CORP | $323.2M |
TTTRANE TECHNOLOGIES PLC | $322.8M |
AQLTISHARES TR | $320.5M |
MPCMARATHON PETE CORP | $315.6M |
DEDEERE & CO | $315.5M |
PLNTPLANET FITNESS INC | $310.8M |
GDXVANECK ETF TRUST | $309.5M |
GLWCORNING INC | $308.3M |
AESAES CORP | $307.2M |
PCGPG&E CORP | $306.6M |
KMXCARMAX INC | $304.8M |
VICRVICOR CORP | $303.5M |
AMEAMETEK INC | $295.6M |
DWDMORGAN STANLEY | $293.8M |
FTITECHNIPFMC PLC | $292.8M |
ESGUISHARES TR | $290.5M |
AJGGALLAGHER ARTHUR J & CO | $276.9M |
SONYSONY GROUP CORP | $273.1M |
IVEISHARES TR | $269.5M |
AMGNAMGEN INC | $268.6M |
RSGREPUBLIC SVCS INC | $268.1M |
NOWSERVICENOW INC | $265.9M |
GWWGRAINGER W W INC | $265.7M |
EIXEDISON INTL | $262.0M |
TYLTYLER TECHNOLOGIES INC | $259.3M |