BAKER TILLY WEALTH MANAGEMENT, LLC Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$280.0B
Holdings
234
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PGRPROGRESSIVE CORP | 997 | $266.1M | 0.10% | |
| 202 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,171 | $265.2M | 0.09% | |
| 203 | AESAES CORP | 25,047 | $263.5M | 0.09% | |
| 204 | AXPAMERICAN EXPRESS CO | 817 | $260.6M | 0.09% | |
| 205 | AJGGALLAGHER ARTHUR J & CO | 794 | $254.2M | 0.09% | |
| 206 | AMGNAMGEN INC | 909 | $253.8M | 0.09% | |
| 207 | INTUINTUIT | 322 | $253.6M | 0.09% | |
| 208 | FASTFASTENAL CO | 5,911 | $248.3M | 0.09% | |
| 209 | SPSMSPDR SERIES TRUST | 5,777 | $246.1M | 0.09% | |
| 210 | MDTMEDTRONIC PLC | 2,753 | $240.0M | 0.09% | |
| 211 | RSGREPUBLIC SVCS INC | 965 | $238.0M | 0.09% | |
| 212 | CWBSPDR SERIES TRUST | 2,877 | $237.8M | 0.08% | |
| 213 | DHDEFINITIVE HEALTHCARE CORP | 60,080 | $234.3M | 0.08% | |
| 214 | CNCCENTENE CORP DEL | 4,315 | $234.2M | 0.08% | |
| 215 | RYANRYAN SPECIALTY HOLDINGS INC | 3,403 | $231.4M | 0.08% | |
| 216 | AMATAPPLIED MATLS INC | 1,260 | $230.7M | 0.08% | |
| 217 | EIXEDISON INTL | 4,369 | $225.4M | 0.08% | |
| 218 | CPNGCOUPANG INC | 7,434 | $222.7M | 0.08% | |
| 219 | RELXRELX PLC | 4,047 | $219.9M | 0.08% | |
| 220 | EFVISHARES TR | 3,462 | $219.8M | 0.08% | |
| 221 | SESEA LTD | 1,372 | $219.4M | 0.08% | |
| 222 | AFLAFLAC INC | 2,051 | $216.3M | 0.08% | |
| 223 | GMGENERAL MTRS CO | 4,258 | $209.6M | 0.07% | |
| 224 | OKEONEOK INC NEW | 2,567 | $209.5M | 0.07% | |
| 225 | ESGDISHARES TR | 2,330 | $207.9M | 0.07% | |
| 226 | CSXCSX CORP | 6,302 | $205.6M | 0.07% | |
| 227 | DUSBDIMENSIONAL ETF TRUST | 4,047 | $205.4M | 0.07% | |
| 228 | TAT&T INC | 6,931 | $200.6M | 0.07% | |
| 229 | HDVISHARES TR | 1,710 | $200.4M | 0.07% | |
| 230 | NWGNATWEST GROUP PLC | 12,780 | $180.8M | 0.06% | |
| 231 | MUFGMITSUBISHI UFJ FINL GROUP IN | 11,833 | $162.3M | 0.06% | |
| 232 | BBVABANCO BILBAO VIZCAYA ARGENTA | 10,424 | $160.2M | 0.06% | |
| 233 | CCCCCC INTELLIGENT SOLUTIONS HL | 14,121 | $132.9M | 0.05% | |
| 234 | OSSONE STOP SYS INC | 20,000 | $71.0M | 0.03% |
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