Baker-Tilly-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "GDX",
  "CCCS",
  "MORN",
  "AES",
  "MCHI",
  "EXAS",
  "PCG",
  "FTI",
  "FWONK",
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "GOOGL",
  "AIG",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "KMX",
  "COF",
  "EXPD",
  "FCX",
  "DMLP",
  "GILD",
  "HLT",
  "HD",
  "AZN",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "HEI-A",
  "AMAT",
  null,
  "META",
  "OSS",
  "IVW",
  "IJH",
  null,
  "LIN",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MUFG",
  "MS",
  "TMUS",
  "EQT",
  "FICO",
  "GE",
  "NVS",
  "ILMN",
  "ORLY",
  "AMP",
  "FAST",
  "KKR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "ENB",
  "PLTR",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "NOW",
  "SHOP",
  "ROP",
  "SRE",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  "SPYG",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  "IBM",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TMO",
  "TDG",
  "TRV",
  "TYL",
  "UL",
  "VO",
  "MET",
  "VICR",
  "MNST",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "LYG",
  "TSM",
  "IT",
  "BN.TO",
  "VRTX",
  "TT",
  "VRSK",
  "RYAN",
  "SEIC",
  "ADSK",
  "AON",
  "GM",
  "ACGL",
  "AFL",
  "SONY",
  "AVB",
  "SDY",
  "EPAM",
  "WSO",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "AEP",
  "IDXX",
  "BIPC",
  "FDS",
  "NVO",
  "AMZN",
  "SCHB",
  "IVE",
  "LUV",
  "VUG",
  "VXUS",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "WDAY",
  "YUM",
  null,
  "DTE",
  null,
  "SCHD",
  "SCHG",
  "MSCI",
  "EIX",
  null,
  "MKL",
  "PLNT",
  "CRM",
  null,
  "LYV",
  null,
  "SPYV",
  "GWW",
  "ESGU",
  "PSA",
  null,
  "AME",
  "ADP",
  "BAC",
  "BBVA",
  "BRK-B",
  "BDX",
  null,
  "BA",
  null,
  "BMY",
  "CBRE",
  "CNC",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CPRT",
  "COST",
  "GLW",
  "CSGP",
  "CVS",
  "CSX",
  "DH",
  "DE",
  null,
  "DFAC",
  "DPZ",
  "EFA",
  "MCO",
  "VMC",
  "NKE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "AWK",
  "APO",
  "MLM",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 237
Total Value: 255043201
Accession Number: 0001840565-25-000002
Form Type: 13F-HR
CIK: baker-tilly-wealth-management
Manager Name: Baker-Tilly-Wealth-Management

Data Enrichment

89% identified

212 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

237 positions • $255.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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BECTON DICKINSON & CO

BDX|075887109

Shares:5.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$255.0M)

HOME DEPOT, INC.

HD|437076102

Shares:3.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

Salesforce, Inc.

CRM|79466L302

Shares:4.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

RTX Corp

RTX|75513E101

Shares:9.3K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

STARBUCKS CORP

SBUX|855244109

Shares:12.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

ELI LILLY & Co

LLY|532457108

Shares:1.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

46641Q837

Shares:23.1K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

Autodesk, Inc.

ADSK|052769106

Shares:4.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$255.0M)

COMCAST CORP

CMCSA|20030N101

Shares:31.0K

Value:$1.1M