BAKER TILLY WEALTH MANAGEMENT, LLC Q3 2025 Filing
Filed October 9, 2025
Portfolio Value
$442.8B
Holdings
275
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EQTEQT CORP | 6,058 | $329.7M | 0.07% | |
| 202 | INTUINTUIT | 476 | $325.1M | 0.07% | |
| 203 | SONYSONY GROUP CORP | 11,246 | $323.8M | 0.07% | |
| 204 | VICRVICOR CORP | 6,489 | $322.6M | 0.07% | |
| 205 | DPZDOMINOS PIZZA INC | 742 | $320.5M | 0.07% | |
| 206 | AJGGALLAGHER ARTHUR J & CO | 1,033 | $320.0M | 0.07% | |
| 207 | ODFLOLD DOMINION FREIGHT LINE IN | 2,256 | $317.6M | 0.07% | |
| 208 | SPSMSPDR SERIES TRUST | 6,848 | $317.2M | 0.07% | |
| 209 | AMEAMETEK INC | 1,663 | $312.7M | 0.07% | |
| 210 | BROBROWN & BROWN INC | 3,330 | $312.3M | 0.07% | |
| 211 | STZCONSTELLATION BRANDS INC | 2,318 | $312.2M | 0.07% | |
| 212 | SPMBSPDR SERIES TRUST | 13,829 | $310.3M | 0.07% | |
| 213 | ADBEADOBE INC | 863 | $304.4M | 0.07% | |
| 214 | LPLALPL FINL HLDGS INC | 915 | $304.4M | 0.07% | |
| 215 | CPRTCOPART INC | 6,729 | $302.6M | 0.07% | |
| 216 | EXASEXACT SCIENCES CORP | 5,484 | $300.0M | 0.07% | |
| 217 | LUVSOUTHWEST AIRLS CO | 9,388 | $299.6M | 0.07% | |
| 218 | FASTFASTENAL CO | 6,089 | $298.6M | 0.07% | |
| 219 | IVEISHARES TR | 1,441 | $297.5M | 0.07% | |
| 220 | MDTMEDTRONIC PLC | 3,119 | $297.1M | 0.07% | |
| 221 | CDWCDW CORP | 1,850 | $294.7M | 0.07% | |
| 222 | BMYBRISTOL-MYERS SQUIBB CO | 6,528 | $294.4M | 0.07% | |
| 223 | FTITECHNIPFMC PLC | 7,386 | $291.4M | 0.07% | |
| 224 | GMGENERAL MTRS CO | 4,728 | $288.3M | 0.07% | |
| 225 | JPSTJ P MORGAN EXCHANGE TRADED F | 5,581 | $283.1M | 0.06% | |
| 226 | DEODIAGEO PLC | 2,964 | $282.8M | 0.06% | |
| 227 | ILMNILLUMINA INC | 2,977 | $282.7M | 0.06% | |
| 228 | GILDGILEAD SCIENCES INC | 2,514 | $279.1M | 0.06% | |
| 229 | DOVDOVER CORP | 1,639 | $273.4M | 0.06% | |
| 230 | VRSKVERISK ANALYTICS INC | 1,080 | $271.7M | 0.06% | |
| 231 | SESEA LTD | 1,502 | $268.5M | 0.06% | |
| 232 | NOWSERVICENOW INC | 290 | $266.9M | 0.06% | |
| 233 | FWONALIBERTY MEDIA CORP DEL | 2,541 | $265.4M | 0.06% | |
| 234 | GWWGRAINGER W W INC | 277 | $264.0M | 0.06% | |
| 235 | ZTSZOETIS INC | 1,794 | $262.5M | 0.06% | |
| 236 | APPFAPPFOLIO INC | 951 | $262.2M | 0.06% | |
| 237 | SPTLSPDR SERIES TRUST | 9,708 | $261.6M | 0.06% | |
| 238 | MCOMOODYS CORP | 549 | $261.6M | 0.06% | |
| 239 | ENQENTEGRIS INC | 2,773 | $256.4M | 0.06% | |
| 240 | PFEPFIZER INC | 9,929 | $253.0M | 0.06% | |
| 241 | BSXBOSTON SCIENTIFIC CORP | 2,545 | $248.5M | 0.06% | |
| 242 | AMATAPPLIED MATLS INC | 1,210 | $247.8M | 0.06% | |
| 243 | DHDEFINITIVE HEALTHCARE CORP | 60,080 | $243.9M | 0.06% | |
| 244 | CPNGCOUPANG INC | 7,457 | $240.1M | 0.05% | |
| 245 | IBDRISHARES TR | 9,760 | $237.2M | 0.05% | |
| 246 | ASMLASML HOLDING N V | 244 | $236.2M | 0.05% | |
| 247 | AFLAFLAC INC | 2,092 | $233.7M | 0.05% | |
| 248 | CWBSPDR SERIES TRUST | 2,562 | $231.9M | 0.05% | |
| 249 | SNPSSYNOPSYS INC | 459 | $226.5M | 0.05% | |
| 250 | CMICUMMINS INC | 527 | $222.6M | 0.05% | |
| 251 | BBARRICK MNG CORP | 6,746 | $221.1M | 0.05% | |
| 252 | RSGREPUBLIC SVCS INC | 961 | $220.5M | 0.05% | |
| 253 | CSXCSX CORP | 6,193 | $219.9M | 0.05% | |
| 254 | TAT&T INC | 7,744 | $218.7M | 0.05% | |
| 255 | ADIANALOG DEVICES INC | 889 | $218.4M | 0.05% | |
| 256 | ESGDISHARES TR | 2,330 | $216.6M | 0.05% | |
| 257 | WECWEC ENERGY GROUP INC | 1,883 | $215.8M | 0.05% | |
| 258 | CNCCENTENE CORP DEL | 6,028 | $215.1M | 0.05% | |
| 259 | TYLTYLER TECHNOLOGIES INC | 409 | $214.0M | 0.05% | |
| 260 | FNDFLOOR & DECOR HLDGS INC | 2,900 | $213.7M | 0.05% | |
| 261 | HDVISHARES TR | 1,710 | $209.4M | 0.05% | |
| 262 | ACGLARCH CAP GROUP LTD | 2,302 | $208.9M | 0.05% | |
| 263 | SCHFSCHWAB STRATEGIC TR | 8,966 | $208.7M | 0.05% | |
| 264 | EIXEDISON INTL | 3,767 | $208.3M | 0.05% | |
| 265 | DUSBDIMENSIONAL ETF TRUST | 4,091 | $207.8M | 0.05% | |
| 266 | OXYOCCIDENTAL PETE CORP | 4,345 | $205.3M | 0.05% | |
| 267 | HHYATT HOTELS CORP | 1,440 | $204.4M | 0.05% | |
| 268 | LRCXLAM RESEARCH CORP | 1,523 | $203.9M | 0.05% | |
| 269 | RYANRYAN SPECIALTY HOLDINGS INC | 3,595 | $202.6M | 0.05% | |
| 270 | LENLENNAR CORP | 1,594 | $200.9M | 0.05% | |
| 271 | MUFGMITSUBISHI UFJ FINL GROUP IN | 11,983 | $191.0M | 0.04% | |
| 272 | SANBANCO SANTANDER S.A. | 17,841 | $187.0M | 0.04% | |
| 273 | NWGNATWEST GROUP PLC | 12,817 | $181.4M | 0.04% | |
| 274 | CCCCCC INTELLIGENT SOLUTIONS HL | 17,900 | $163.1M | 0.04% | |
| 275 | OSSONE STOP SYS INC | 20,000 | $107.2M | 0.02% |
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