Fund HoldingsBAKER TILLY WEALTH MANAGEMENT, LLC

Total Portfolio Value
$255.04M
Total Bought
$37.91M
Total Sold
$23.56M
Net Transaction
+$14.35M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PUTNAM ETF TRUST90,914284,173+193,2593,37510,8214.24%+7,447
WORLD GOLD TR(GLDM)52,49565,320+12,8252,7294,0431.59%+1,313
BERKSHIRE HATHAWAY INC DEL10,81810,920+1024,9045,8162.28%+912
CVS HEALTH CORP(CVS)013,097+13,09708870.35%+887
BLACKROCK ETF TRUST
ISHARES US EQUIT
016,693+16,69308140.32%+814
SPDR GOLD TR(GLD)019,674+19,67405,6692.22%+5,669
VERTEX PHARMACEUTICALS INC(VRTX)02,988+2,98801,4490.57%+1,449
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
90,512102,392+11,8804,5395,1202.01%+580
VISA INC(V)12,11712,465+3483,8294,3691.71%+539
VANGUARD INDEX FDS45,95549,217+3,26224,76125,2939.92%+532
AMERICAN TOWER CORP NEW(AMT)04,734+4,73401,0300.40%+1,030
JOHNSON & JOHNSON(JNJ)08,004+8,00401,3270.52%+1,327
ISHARES TR1,9613,513+1,5527871,2690.50%+481
EXXON MOBIL CORP014,004+14,00401,6650.65%+1,665
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
06,858+6,85804090.16%+409
UNILEVER PLC(UL)11,45617,589+6,1336501,0470.41%+398
REGENERON PHARMACEUTICALS(REGN)01,155+1,15507330.29%+733
BLACKROCK INC(BLK)0387+38703660.14%+366
COMCAST CORP NEW(CCZ)030,964+30,96401,1430.45%+1,143
COCA COLA CO(KO)019,303+19,30301,3820.54%+1,382
TE CONNECTIVITY PLC(TEL)02,468+2,46803490.14%+349
BROOKFIELD INFRASTRUCTURE CO(BIPC)09,495+9,49503440.13%+344
LINDE PLC(LIN)02,772+2,77201,2910.51%+1,291
ABBVIE INC(ABBV)04,771+4,77101,0000.39%+1,000
NORTHROP GRUMMAN CORP(NOC)1,4031,852+4496589480.37%+290
STARBUCKS CORP(SBUX)012,249+12,24901,2020.47%+1,202
CHEVRON CORP NEW(CVX)05,317+5,31708900.35%+890
BECTON DICKINSON & CO(BDX)05,499+5,49901,2600.49%+1,260
CENTENE CORP DEL(CNC)04,134+4,13402510.10%+251
RYAN SPECIALTY HOLDINGS INC(RYAN)03,338+3,33802470.10%+247
ISHARES TR
MSCI CHINA ETF
04,479+4,47902440.10%+244
IDEXX LABS INC(IDXX)0576+57602420.09%+242
VERIZON COMMUNICATIONS INC(VZ)017,059+17,05907740.30%+774
FASTENAL CO(FAST)02,859+2,85902220.09%+222
AON PLC(AON)0537+53702140.08%+214
OREILLY AUTOMOTIVE INC(ORLY)718740+228511,0600.42%+209
PALANTIR TECHNOLOGIES INC(PLTR)21,60721,824+2171,6341,8420.72%+208
ISHARES TR
CORE HIGH DV ETF
01,710+1,71002070.08%+207
DIMENSIONAL ETF TRUST
ULTR FIX INC ETF
04,003+4,00302030.08%+203
AMERICAN ELEC PWR CO INC01,858+1,85802030.08%+203
WEC ENERGY GROUP INC(WEC)01,860+1,86002030.08%+203
MID-AMER APT CMNTYS INC(MAA)01,205+1,20502020.08%+202
QUALCOMM INC(QCOM)07,204+7,20401,1070.43%+1,107
MONSTER BEVERAGE CORP NEW(MNST)17,45519,036+1,5819171,1140.44%+197
FREEPORT-MCMORAN INC(FCX)021,170+21,17008010.31%+801
PHILIP MORRIS INTL INC(PM)04,055+4,05506440.25%+644
BOEING CO(BA)10,89312,363+1,4701,9282,1090.83%+180
ALIBABA GROUP HLDG LTD(BABA)03,160+3,16004180.16%+418
HEICO CORP NEW04,607+4,60709720.38%+972
NOVO-NORDISK A S(NVO)012,799+12,79908890.35%+889
BROWN & BROWN INC(BRO)06,393+6,39307950.31%+795
MITSUBISHI UFJ FINL GROUP IN(MUFG)011,442+11,44201560.06%+156
GE AEROSPACE(GE)02,818+2,81805640.22%+564
VANGUARD INDEX FDS5,4136,105+6921,4301,5790.62%+149
MERCK & CO INC(MRK)014,168+14,16801,2720.50%+1,272
AES CORP(AES)024,732+24,73203070.12%+307
ELI LILLY & CO(LLY)1,3671,447+801,0551,1950.47%+140
THE CIGNA GROUP(CI)01,467+1,46704830.19%+483
MASTERCARD INCORPORATED(MA)1,3511,528+1777128380.33%+126
TRANSDIGM GROUP INC(TDG)681710+298639820.39%+119
TRAVELERS COMPANIES INC(TRV)4,0974,161+649871,1000.43%+114
NOVARTIS AG(NVS)04,319+4,31904810.19%+481
WASTE MGMT INC DEL(WM)3,3843,430+466837940.31%+111
EXPEDITORS INTL WASH INC(EXPD)04,279+4,27905150.20%+515
VANECK ETF TRUST
GOLD MINERS ETF
06,733+6,73303100.12%+310
RTX CORPORATION(RTX)09,251+9,25101,2250.48%+1,225
JPMORGAN CHASE & CO.(JPM)11,28511,457+1722,7052,8101.10%+105
YUM BRANDS INC(YUM)03,445+3,44505420.21%+542
MCDONALDS CORP(MCD)01,329+1,32904150.16%+415
AIR PRODS & CHEMS INC02,629+2,62907750.30%+775
WILLIAMS COS INC(WMB)27,73926,796-9431,5011,6010.63%+100
COSTAR GROUP INC(CSGP)7,7778,242+4655576530.26%+96
APPLIED MATLS INC02,263+2,26303280.13%+328
SPROTT PHYSICAL SILVER TR(PSLV)039,432+39,43204570.18%+457
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
021,851+21,85108600.34%+860
META PLATFORMS INC(META)7,7257,991+2664,5234,6061.81%+83
BRISTOL-MYERS SQUIBB CO(BMY)6,0456,956+9113424240.17%+82
ROPER TECHNOLOGIES INC(ROP)0907+90705350.21%+535
SPDR S&P 500 ETF TR(SPY)0790+79004420.17%+442
TRANE TECHNOLOGIES PLC(TT)0958+95803230.13%+323
ASTRAZENECA PLC(AZN)09,426+9,42606930.27%+693
T-MOBILE US INC(TMUS)4,7494,197-5521,0481,1190.44%+71
ENBRIDGE INC(ENB)29,19829,517+3191,2391,3080.51%+69
AMERICAN WTR WKS CO INC NEW02,780+2,78004100.16%+410
COSTCO WHSL CORP NEW(COST)0360+36003400.13%+340
NETFLIX INC(NFLX)3,3763,293-833,0093,0711.20%+62
GALLAGHER ARTHUR J & CO(AJG)761802+412162770.11%+61
DTE ENERGY CO(DTB)03,237+3,23704480.18%+448
AUTOMATIC DATA PROCESSING IN01,368+1,36804180.16%+418
PROGRESSIVE CORP(PGR)01,142+1,14203230.13%+323
UNITEDHEALTH GROUP INC(UNH)01,276+1,27606680.26%+668
DIAGEO PLC(DEO)05,053+5,05305300.21%+530
UNION PAC CORP(UNP)4,2054,283+789591,0120.40%+53
HALEON PLC(HLN)067,595+67,59506960.27%+696
MARATHON PETE CORP(MPC)02,166+2,16603160.12%+316
REPUBLIC SVCS INC(RSG)01,107+1,10702680.11%+268
LLOYDS BANKING GROUP PLC(LYG)040,458+40,45801550.06%+155
AMGEN INC(AMGN)0862+86202690.11%+269
DEERE & CO(DE)0672+67203150.12%+315
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
023,074+23,07401,1680.46%+1,168
Page 1 of 1