Baker Tilly Financial
Latest statistics and disclosures from Baker Tilly Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SNOW, MSFT, JPST, VOO, AMZN, and represent 18.59% of Baker Tilly Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$6.6M), QUAL, HEQT, WMT, VOO, JPST, TMO, BBJP, NOC, SRE.
- Started 18 new stock positions in HSY, ROST, PODD, IDXX, DT, JEPI, HEQT, OFLX, COO, GWW. DTE, LYB, DV, ACGL, NRC, BBJP, KVUE, CDNS.
- Reduced shares in these 10 stocks: SPYG (-$16M), OEF, RODM, BIL, SPY, EJAN, PYPL, XNTK, KNG, NVDA.
- Sold out of its positions in AVXL, BCE, BILL, Cooper Companies, DIOD, ELF, FAST, FIW, QTEC, SKYY.
- Baker Tilly Wealth Management was a net seller of stock by $-83M.
- Baker Tilly Wealth Management has $553M in assets under management (AUM), dropping by -9.20%.
- Central Index Key (CIK): 0001840565
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Portfolio Holdings for Baker Tilly Wealth Management
Baker Tilly Wealth Management holds 414 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Snowflake Cl A (SNOW) | 5.2 | $29M | -5% | 179k | 161.60 |
|
| Microsoft Corporation (MSFT) | 3.6 | $20M | -4% | 48k | 420.72 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 3.6 | $20M | +6% | 394k | 50.45 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $19M | +7% | 40k | 480.70 |
|
| Amazon (AMZN) | 2.7 | $15M | -6% | 83k | 180.38 |
|
| Apple (AAPL) | 2.2 | $12M | -10% | 72k | 171.48 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $8.4M | -14% | 16k | 525.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $8.4M | +375% | 138k | 60.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $8.0M | 53k | 150.93 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $7.6M | -27% | 15k | 523.08 |
|
| Visa Com Cl A (V) | 1.3 | $7.2M | +4% | 26k | 279.08 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.4M | +3% | 15k | 420.52 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $6.3M | -20% | 7.0k | 903.57 |
|
| Netflix (NFLX) | 1.1 | $5.9M | -3% | 9.7k | 607.33 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.6M | -12% | 37k | 152.26 |
|
| salesforce (CRM) | 1.0 | $5.4M | -7% | 18k | 301.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.9 | $5.1M | -3% | 40k | 128.40 |
|
| Raytheon Technologies Corp (RTX) | 0.8 | $4.4M | +3% | 45k | 97.53 |
|
| Meta Platforms Cl A (META) | 0.8 | $4.3M | -13% | 8.8k | 485.59 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $4.2M | -15% | 21k | 205.72 |
|
| Walt Disney Company (DIS) | 0.7 | $3.9M | +4% | 32k | 122.36 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $3.8M | -80% | 53k | 73.15 |
|
| Oracle Corporation (ORCL) | 0.7 | $3.8M | 31k | 125.61 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.7M | -11% | 7.7k | 481.59 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.7M | -9% | 19k | 200.30 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $3.5M | -10% | 10k | 346.61 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $3.4M | -30% | 6.8k | 504.60 |
|
| Merck & Co (MRK) | 0.6 | $3.4M | -7% | 26k | 131.95 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $3.4M | +19% | 76k | 44.05 |
|
| Cisco Systems (CSCO) | 0.6 | $3.2M | -8% | 65k | 49.91 |
|
| Abbott Laboratories (ABT) | 0.6 | $3.2M | +21% | 28k | 113.66 |
|
| Autodesk (ADSK) | 0.6 | $3.2M | 12k | 260.42 |
|
|
| Thermo Fisher Scientific (TMO) | 0.6 | $3.2M | +51% | 5.5k | 581.21 |
|
| Johnson & Johnson (JNJ) | 0.6 | $3.1M | -11% | 20k | 158.19 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.6 | $3.1M | -30% | 51k | 61.53 |
|
| Procter & Gamble Company (PG) | 0.6 | $3.1M | -3% | 19k | 162.25 |
|
| Becton, Dickinson and (BDX) | 0.5 | $3.0M | +3% | 12k | 247.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.0M | +21% | 6.7k | 444.00 |
|
| Medtronic SHS (MDT) | 0.5 | $3.0M | +5% | 34k | 87.15 |
|
| Servicenow (NOW) | 0.5 | $3.0M | -30% | 3.9k | 762.40 |
|
| Verizon Communications (VZ) | 0.5 | $2.9M | -2% | 69k | 41.96 |
|
| Pepsi (PEP) | 0.5 | $2.8M | 16k | 175.01 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.8M | -12% | 3.6k | 777.87 |
|
| Wells Fargo & Company (WFC) | 0.5 | $2.8M | -15% | 48k | 57.96 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.7M | -3% | 71k | 37.92 |
|
| Qualcomm (QCOM) | 0.5 | $2.7M | -9% | 16k | 169.30 |
|
| Home Depot (HD) | 0.5 | $2.6M | -18% | 6.8k | 383.58 |
|
| Coca-Cola Company (KO) | 0.5 | $2.5M | +2% | 42k | 61.18 |
|
| UnitedHealth (UNH) | 0.5 | $2.5M | -4% | 5.1k | 494.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.5M | +4% | 57k | 43.35 |
|
| Zoetis Cl A (ZTS) | 0.4 | $2.5M | +23% | 15k | 169.21 |
|
| Nike CL B (NKE) | 0.4 | $2.4M | +22% | 26k | 93.98 |
|
| Tesla Motors (TSLA) | 0.4 | $2.4M | -23% | 14k | 175.79 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $2.4M | +2% | 22k | 110.21 |
|
| Airbnb Com Cl A (ABNB) | 0.4 | $2.3M | 14k | 164.96 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.3M | +189% | 38k | 60.17 |
|
| Waste Management (WM) | 0.4 | $2.3M | -4% | 11k | 213.15 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $2.3M | +24% | 46k | 50.31 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.3M | -12% | 19k | 116.24 |
|
| Starbucks Corporation (SBUX) | 0.4 | $2.2M | -9% | 24k | 91.39 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.2M | +368% | 13k | 164.36 |
|
| Workday Cl A (WDAY) | 0.4 | $2.1M | +8% | 7.8k | 272.75 |
|
| Abbvie (ABBV) | 0.4 | $2.1M | -14% | 11k | 182.09 |
|
| Lowe's Companies (LOW) | 0.4 | $2.0M | -3% | 8.0k | 254.73 |
|
| Enbridge (ENB) | 0.4 | $2.0M | +14% | 55k | 36.18 |
|
| Boeing Company (BA) | 0.4 | $2.0M | +22% | 10k | 192.99 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $1.9M | 36k | 52.26 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $1.8M | 19k | 95.20 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $1.8M | -22% | 16k | 114.96 |
|
| Unilever Spon Adr New (UL) | 0.3 | $1.8M | +20% | 36k | 50.19 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.3 | $1.8M | +12% | 1.8M | 1.00 |
|
| Chevron Corporation (CVX) | 0.3 | $1.7M | +24% | 11k | 157.74 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.7M | -7% | 18k | 93.71 |
|
| ConocoPhillips (COP) | 0.3 | $1.7M | 13k | 127.28 |
|
|
| Broadcom (AVGO) | 0.3 | $1.7M | 1.3k | 1325.46 |
|
|
| Philip Morris International (PM) | 0.3 | $1.7M | 18k | 91.62 |
|
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $1.7M | -33% | 11k | 155.74 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $1.7M | -6% | 13k | 131.24 |
|
| Williams Companies (WMB) | 0.3 | $1.6M | -2% | 42k | 38.97 |
|
| Caterpillar (CAT) | 0.3 | $1.6M | -6% | 4.4k | 366.43 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.3 | $1.6M | -4% | 38k | 41.87 |
|
| Sempra Energy (SRE) | 0.3 | $1.6M | +98% | 22k | 71.83 |
|
| Simplify Exchange Traded Fun Hedged Equity (HEQT) | 0.3 | $1.6M | NEW | 60k | 26.49 |
|
| West Pharmaceutical Services (WST) | 0.3 | $1.6M | 3.9k | 395.71 |
|
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.3 | $1.5M | +2% | 28k | 55.50 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $1.5M | -10% | 16k | 94.66 |
|
| Agnico (AEM) | 0.3 | $1.5M | +7% | 25k | 59.65 |
|
| FactSet Research Systems (FDS) | 0.3 | $1.5M | 3.3k | 454.40 |
|
|
| Gartner (IT) | 0.3 | $1.5M | -4% | 3.1k | 476.67 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $1.4M | +17% | 15k | 96.71 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.4M | -4% | 5.0k | 282.49 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $1.4M | +2% | 18k | 79.76 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.3M | +152% | 2.8k | 478.58 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.3M | +20% | 17k | 80.63 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | -11% | 4.7k | 281.95 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $1.3M | 6.7k | 195.03 |
|
|
| Church & Dwight (CHD) | 0.2 | $1.3M | -8% | 13k | 104.31 |
|
| Linde SHS (LIN) | 0.2 | $1.3M | -3% | 2.8k | 464.33 |
|
| Gilead Sciences (GILD) | 0.2 | $1.3M | -3% | 18k | 73.25 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.3M | +45% | 20k | 64.99 |
|
| International Business Machines (IBM) | 0.2 | $1.2M | -17% | 6.5k | 190.96 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.2M | -4% | 2.4k | 522.88 |
|
| MetLife (MET) | 0.2 | $1.2M | 17k | 74.11 |
|
|
| Morningstar (MORN) | 0.2 | $1.2M | +5% | 4.0k | 308.37 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $1.2M | -18% | 9.6k | 125.33 |
|
| Aaon Com Par $0.004 (AAON) | 0.2 | $1.2M | 14k | 88.10 |
|
|
| Diageo Spon Adr New (DEO) | 0.2 | $1.2M | -3% | 8.1k | 148.75 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $1.2M | -2% | 26k | 47.02 |
|
| Cigna Corp (CI) | 0.2 | $1.2M | -16% | 3.3k | 363.19 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.2M | -7% | 29k | 40.90 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.2M | -13% | 20k | 58.06 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.2M | 2.8k | 418.01 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $1.1M | 19k | 59.28 |
|
|
| American Intl Group Com New (AIG) | 0.2 | $1.1M | -2% | 14k | 78.17 |
|
| SPS Commerce (SPSC) | 0.2 | $1.1M | -2% | 5.7k | 184.90 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.0M | -18% | 5.2k | 201.50 |
|
| Quanta Services (PWR) | 0.2 | $1.0M | -2% | 4.0k | 259.80 |
|
| Vulcan Materials Company (VMC) | 0.2 | $1.0M | -2% | 3.8k | 272.93 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $1.0M | -37% | 28k | 35.84 |
|
| Copart (CPRT) | 0.2 | $1.0M | 18k | 57.92 |
|
|
| Simon Property (SPG) | 0.2 | $1.0M | -3% | 6.5k | 156.49 |
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| Shopify Cl A (SHOP) | 0.2 | $1.0M | -3% | 13k | 77.17 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.0M | -11% | 4.0k | 249.87 |
|
| American Express Company (AXP) | 0.2 | $1.0M | -7% | 4.4k | 227.69 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $992k | 1.0k | 962.49 |
|
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| Morgan Stanley Com New (MS) | 0.2 | $992k | 11k | 94.16 |
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| FirstEnergy (FE) | 0.2 | $974k | -2% | 25k | 38.62 |
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| PG&E Corporation (PCG) | 0.2 | $964k | 58k | 16.76 |
|
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| American Tower Reit (AMT) | 0.2 | $958k | +114% | 4.8k | 197.61 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.2 | $946k | NEW | 16k | 58.55 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $942k | 17k | 54.23 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $930k | 958.00 | 970.47 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $927k | -53% | 41k | 22.77 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $922k | -37% | 22k | 42.55 |
|
| Entergy Corporation (ETR) | 0.2 | $919k | +24% | 8.7k | 105.68 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $897k | +16% | 29k | 31.16 |
|
| Air Products & Chemicals (APD) | 0.2 | $887k | +22% | 3.7k | 242.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $886k | -44% | 2.6k | 337.03 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $883k | -47% | 18k | 50.10 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $879k | +2% | 1.9k | 454.87 |
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| Citigroup Com New (C) | 0.2 | $876k | 14k | 63.24 |
|
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| Corning Incorporated (GLW) | 0.2 | $874k | 27k | 32.96 |
|
|
| Darden Restaurants (DRI) | 0.2 | $874k | 5.2k | 167.15 |
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| Brown & Brown (BRO) | 0.2 | $871k | +18% | 9.9k | 87.54 |
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| Technipfmc (FTI) | 0.2 | $867k | 35k | 25.11 |
|
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| Apollo Global Mgmt (APO) | 0.2 | $862k | -15% | 7.7k | 112.44 |
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| At&t (T) | 0.2 | $859k | -5% | 49k | 17.60 |
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| Amgen (AMGN) | 0.2 | $838k | 2.9k | 284.32 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $833k | -50% | 1.1k | 732.82 |
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| American Electric Power Company (AEP) | 0.1 | $827k | -5% | 9.6k | 86.10 |
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| Roper Industries (ROP) | 0.1 | $826k | 1.5k | 560.84 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $820k | -2% | 3.8k | 213.31 |
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| United Parcel Service CL B (UPS) | 0.1 | $814k | +6% | 5.5k | 148.63 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $810k | -9% | 16k | 51.59 |
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| AES Corporation (AES) | 0.1 | $806k | 45k | 17.93 |
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| General Mills (GIS) | 0.1 | $804k | +2% | 12k | 69.97 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $803k | -4% | 22k | 36.75 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $800k | +2% | 11k | 72.34 |
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| 3M Company (MMM) | 0.1 | $798k | +3% | 7.5k | 106.07 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $797k | -8% | 7.4k | 107.41 |
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| Emcor (EME) | 0.1 | $792k | -16% | 2.3k | 350.20 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $784k | NEW | 7.7k | 102.28 |
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| Constellation Brands Cl A (STZ) | 0.1 | $773k | -3% | 2.8k | 271.76 |
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| United Rentals (URI) | 0.1 | $769k | 1.1k | 721.28 |
|
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| Deckers Outdoor Corporation (DECK) | 0.1 | $768k | -5% | 816.00 | 941.26 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $759k | -3% | 14k | 54.43 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $740k | -30% | 7.1k | 103.79 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.1 | $715k | -50% | 33k | 21.72 |
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| Cooper Cos (COO) | 0.1 | $714k | NEW | 7.0k | 101.46 |
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| General Motors Company (GM) | 0.1 | $712k | 16k | 45.35 |
|
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| Manulife Finl Corp (MFC) | 0.1 | $706k | -6% | 28k | 24.99 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $706k | +2% | 11k | 66.36 |
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| Monolithic Power Systems (MPWR) | 0.1 | $705k | -6% | 1.0k | 677.42 |
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| Lennar Corp Cl A (LEN) | 0.1 | $700k | 4.1k | 171.98 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $698k | +5% | 9.2k | 76.14 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $696k | -7% | 4.0k | 174.23 |
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| Barrick Gold Corp (GOLD) | 0.1 | $692k | -2% | 42k | 16.64 |
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| Union Pacific Corporation (UNP) | 0.1 | $692k | +4% | 2.8k | 245.94 |
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| Travelers Companies (TRV) | 0.1 | $692k | 3.0k | 230.13 |
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| Fmc Corp Com New (FMC) | 0.1 | $690k | +21% | 11k | 63.70 |
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| Saia (SAIA) | 0.1 | $689k | -16% | 1.2k | 585.00 |
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| Ncino (NCNO) | 0.1 | $687k | 18k | 37.38 |
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| Entegris (ENTG) | 0.1 | $680k | -2% | 4.8k | 140.54 |
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| Crane Company Common Stock (CR) | 0.1 | $674k | -4% | 5.0k | 135.13 |
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| Royal Gold (RGLD) | 0.1 | $671k | -26% | 5.5k | 121.81 |
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| Qualys (QLYS) | 0.1 | $668k | -12% | 4.0k | 166.87 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $666k | 9.8k | 67.75 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.1 | $662k | +4% | 21k | 31.99 |
|
| Pool Corporation (POOL) | 0.1 | $654k | -2% | 1.6k | 403.50 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $654k | -37% | 8.1k | 80.51 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $649k | -3% | 527.00 | 1231.60 |
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| Shell Spon Ads (SHEL) | 0.1 | $646k | +2% | 9.6k | 67.04 |
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| Palo Alto Networks (PANW) | 0.1 | $646k | -8% | 2.3k | 284.13 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $645k | +8% | 1.5k | 429.32 |
|
| Fox Factory Hldg (FOXF) | 0.1 | $640k | +23% | 12k | 52.07 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $639k | -9% | 14k | 44.70 |
|
| Ameriprise Financial (AMP) | 0.1 | $632k | 1.4k | 438.44 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $630k | -10% | 6.3k | 99.43 |
|
| Humana (HUM) | 0.1 | $630k | +20% | 1.8k | 346.72 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.1 | $630k | +18% | 14k | 43.73 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $630k | 2.9k | 218.46 |
|
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| Heico Corp Cl A (HEI.A) | 0.1 | $628k | +10% | 4.1k | 153.94 |
|
| Applied Materials (AMAT) | 0.1 | $628k | -28% | 3.0k | 206.23 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $624k | 3.3k | 186.81 |
|
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| Biogen Idec (BIIB) | 0.1 | $615k | 2.9k | 215.63 |
|
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| Centene Corporation (CNC) | 0.1 | $613k | -3% | 7.8k | 78.48 |
|
| Synopsys (SNPS) | 0.1 | $612k | -4% | 1.1k | 571.50 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $611k | +8% | 7.5k | 81.78 |
|
| Baxter International (BAX) | 0.1 | $609k | 14k | 42.74 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $606k | -3% | 6.7k | 90.05 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $606k | -9% | 7.9k | 76.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $603k | +3% | 1.5k | 399.09 |
|
| Nvent Electric SHS (NVT) | 0.1 | $602k | -4% | 8.0k | 75.40 |
|
| Ball Corporation (BALL) | 0.1 | $596k | 8.8k | 67.36 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $591k | +2% | 6.9k | 85.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $587k | -18% | 2.6k | 228.62 |
|
| Capital One Financial (COF) | 0.1 | $581k | 3.9k | 148.90 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $580k | -32% | 16k | 36.19 |
|
| O'reilly Automotive (ORLY) | 0.1 | $576k | 510.00 | 1128.88 |
|
|
| Southwest Airlines (LUV) | 0.1 | $575k | 20k | 29.19 |
|
|
| Pfizer (PFE) | 0.1 | $574k | -19% | 21k | 27.75 |
|
| Metropcs Communications (TMUS) | 0.1 | $570k | +27% | 3.5k | 163.23 |
|
| Lam Research Corporation (LRCX) | 0.1 | $567k | 584.00 | 971.57 |
|
|
| Championx Corp (CHX) | 0.1 | $565k | 16k | 35.89 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $564k | 4.6k | 121.58 |
|
|
| Deere & Company (DE) | 0.1 | $563k | +4% | 1.4k | 410.75 |
|
| Fox Corp Cl A Com (FOXA) | 0.1 | $553k | 18k | 31.27 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $548k | 9.0k | 61.05 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $541k | +75% | 11k | 50.74 |
|
| Cintas Corporation (CTAS) | 0.1 | $540k | -46% | 786.00 | 687.03 |
|
| Valvoline Inc Common (VVV) | 0.1 | $539k | +17% | 12k | 44.57 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $538k | -5% | 2.4k | 223.25 |
|
| Yum! Brands (YUM) | 0.1 | $534k | 3.9k | 138.63 |
|
|
| Block Cl A (SQ) | 0.1 | $534k | 6.3k | 84.58 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $533k | 16k | 32.50 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.1 | $529k | -7% | 2.5k | 212.55 |
|
| Automatic Data Processing (ADP) | 0.1 | $529k | -18% | 2.1k | 249.74 |
|
| CoStar (CSGP) | 0.1 | $526k | 5.4k | 96.60 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $526k | 16k | 32.23 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $525k | +87% | 62k | 8.49 |
|
| Align Technology (ALGN) | 0.1 | $525k | 1.6k | 327.92 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $523k | 5.4k | 96.73 |
|
|
| Oneok (OKE) | 0.1 | $520k | -26% | 6.5k | 80.17 |
|
| Kkr & Co (KKR) | 0.1 | $517k | 5.1k | 100.59 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $514k | -20% | 5.9k | 87.29 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $513k | -40% | 9.4k | 54.40 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $507k | -90% | 2.1k | 247.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $506k | -59% | 1.5k | 344.20 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $506k | +12% | 5.7k | 88.17 |
|
| Hologic (HOLX) | 0.1 | $502k | 6.4k | 77.96 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $501k | +53% | 1.9k | 259.90 |
|
| CSX Corporation (CSX) | 0.1 | $500k | 14k | 37.07 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $498k | -4% | 3.4k | 148.44 |
|
| Republic Services (RSG) | 0.1 | $497k | -17% | 2.6k | 191.44 |
|
| Bruker Corporation (BRKR) | 0.1 | $493k | 5.2k | 93.94 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $488k | -15% | 5.8k | 84.44 |
|
| Teradata Corporation (TDC) | 0.1 | $488k | -6% | 13k | 38.67 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $485k | -39% | 16k | 29.77 |
|
| Definitive Healthcare Corp Class A Com (DH) | 0.1 | $483k | 60k | 8.07 |
|
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $483k | -19% | 6.4k | 76.00 |
|
| SEI Investments Company (SEIC) | 0.1 | $482k | 6.7k | 71.90 |
|
|
| Raymond James Financial (RJF) | 0.1 | $480k | 3.7k | 128.42 |
|
|
| Watsco, Incorporated (WSO) | 0.1 | $480k | -18% | 1.1k | 431.97 |
|
| Steris Shs Usd (STE) | 0.1 | $477k | -5% | 2.1k | 224.82 |
|
| General Electric Com New (GE) | 0.1 | $476k | -12% | 2.7k | 175.50 |
|
| Aspen Technology (AZPN) | 0.1 | $475k | +6% | 2.2k | 213.28 |
|
| DV (DV) | 0.1 | $473k | NEW | 14k | 35.16 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $472k | +39% | 3.5k | 136.05 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $471k | -33% | 3.5k | 132.98 |
|
| Mettler-Toledo International (MTD) | 0.1 | $465k | 349.00 | 1331.29 |
|
|
| Hershey Company (HSY) | 0.1 | $464k | NEW | 2.4k | 194.50 |
|
| Pioneer Natural Resources (PXD) | 0.1 | $463k | -2% | 1.8k | 262.51 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $463k | 20k | 23.01 |
|
|
| Illumina (ILMN) | 0.1 | $462k | +8% | 3.4k | 137.32 |
|
| Charles River Laboratories (CRL) | 0.1 | $459k | 1.7k | 270.95 |
|
|
| Jabil Circuit (JBL) | 0.1 | $457k | 3.4k | 133.95 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $455k | -53% | 4.1k | 111.71 |
|
| Valero Energy Corporation (VLO) | 0.1 | $452k | 2.6k | 170.69 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $448k | -4% | 5.9k | 75.65 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $448k | 5.6k | 79.57 |
|
|
| Altria (MO) | 0.1 | $446k | -4% | 10k | 43.62 |
|
| Endava Ads (DAVA) | 0.1 | $443k | +40% | 12k | 38.04 |
|
| Alcon Ord Shs (ALC) | 0.1 | $440k | -4% | 5.3k | 83.29 |
|
| PPG Industries (PPG) | 0.1 | $439k | -3% | 3.0k | 144.92 |
|
| U.S. Physical Therapy (USPH) | 0.1 | $439k | 3.9k | 112.87 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $439k | -14% | 6.3k | 70.00 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $438k | -14% | 7.3k | 60.30 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $433k | 4.8k | 90.44 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $419k | -2% | 2.7k | 156.38 |
|
| ResMed (RMD) | 0.1 | $418k | 2.1k | 198.03 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $418k | -15% | 4.5k | 92.43 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $415k | 5.2k | 79.86 |
|
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $415k | -18% | 5.9k | 70.72 |
|
| AvalonBay Communities (AVB) | 0.1 | $414k | +2% | 2.2k | 185.59 |
|
| Insulet Corporation (PODD) | 0.1 | $406k | NEW | 2.4k | 171.40 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $404k | 3.4k | 117.21 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $403k | 657.00 | 613.95 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $403k | -71% | 4.6k | 87.23 |
|
| BlackRock (BLK) | 0.1 | $401k | +6% | 481.00 | 833.70 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $399k | -25% | 1.3k | 300.08 |
|
| Paycom Software (PAYC) | 0.1 | $396k | -2% | 2.0k | 199.01 |
|
| W.W. Grainger (GWW) | 0.1 | $396k | NEW | 389.00 | 1017.30 |
|
| Intel Corporation (INTC) | 0.1 | $393k | 8.9k | 44.17 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $392k | -21% | 2.9k | 135.05 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $387k | 5.6k | 69.06 |
|
|
| PNC Financial Services (PNC) | 0.1 | $386k | +2% | 2.4k | 161.60 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $385k | -2% | 2.6k | 148.49 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $383k | 4.4k | 87.34 |
|
|
| Blackline (BL) | 0.1 | $383k | 5.9k | 64.58 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $382k | -83% | 5.7k | 66.99 |
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $382k | 8.2k | 46.50 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $381k | 686.00 | 555.79 |
|
|
| Domino's Pizza (DPZ) | 0.1 | $377k | +9% | 758.00 | 496.89 |
|
| Fabrinet SHS (FN) | 0.1 | $375k | +23% | 2.0k | 189.02 |
|
| CRH Ord (CRH) | 0.1 | $373k | -6% | 4.3k | 86.26 |
|
| Microchip Technology (MCHP) | 0.1 | $370k | 4.1k | 89.72 |
|
|
| Wec Energy Group (WEC) | 0.1 | $369k | +7% | 4.5k | 82.12 |
|
| American Water Works (AWK) | 0.1 | $363k | -8% | 3.0k | 122.21 |
|
| Snap-on Incorporated (SNA) | 0.1 | $361k | -20% | 1.2k | 296.22 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $358k | -7% | 8.3k | 43.29 |
|
| Vici Pptys (VICI) | 0.1 | $357k | 12k | 29.79 |
|
|
| American Airls (AAL) | 0.1 | $355k | 23k | 15.35 |
|
|
| Danaher Corporation (DHR) | 0.1 | $350k | 1.4k | 249.72 |
|
|
| Revolve Group Cl A (RVLV) | 0.1 | $349k | +2% | 17k | 21.17 |
|
| Edison International (EIX) | 0.1 | $343k | -64% | 4.9k | 70.73 |
|
| Dorchester Minerals Com Unit (DMLP) | 0.1 | $337k | +17% | 10k | 33.72 |
|
| Uber Technologies (UBER) | 0.1 | $335k | +2% | 4.4k | 76.99 |
|
| Goosehead Ins Com Cl A (GSHD) | 0.1 | $332k | 5.0k | 66.62 |
|
|
| Perficient (PRFT) | 0.1 | $328k | 5.8k | 56.29 |
|
|
| Vicor Corporation (VICR) | 0.1 | $324k | 8.5k | 38.24 |
|
|
| Novanta (NOVT) | 0.1 | $322k | 1.8k | 174.77 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $322k | -42% | 3.9k | 82.97 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $321k | 5.6k | 56.98 |
|
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $319k | 39k | 8.29 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $318k | -33% | 2.9k | 110.54 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $313k | 3.4k | 92.72 |
|
|
| Ametek (AME) | 0.1 | $310k | +14% | 1.7k | 182.90 |
|
| Dynatrace Com New (DT) | 0.1 | $309k | NEW | 6.7k | 46.44 |
|
| Public Storage (PSA) | 0.1 | $307k | 1.1k | 290.13 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.1 | $305k | 6.9k | 44.45 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $303k | 2.5k | 123.18 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 0.1 | $303k | -71% | 7.0k | 43.22 |
|
| Progressive Corporation (PGR) | 0.1 | $302k | -14% | 1.5k | 206.82 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $301k | -41% | 7.0k | 43.04 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $297k | -56% | 11k | 27.94 |
|
| Kroger (KR) | 0.1 | $297k | 5.2k | 57.13 |
|
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $297k | -86% | 1.6k | 182.39 |
|
| Verisk Analytics (VRSK) | 0.1 | $295k | +5% | 1.3k | 235.73 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $294k | +12% | 3.0k | 97.24 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $292k | -37% | 3.8k | 76.19 |
|
| Honeywell International (HON) | 0.1 | $288k | -34% | 1.4k | 205.25 |
|
| Markel Corporation (MKL) | 0.1 | $286k | 188.00 | 1521.48 |
|
|
| National Resh Corp Com New (NRC) | 0.1 | $286k | NEW | 7.2k | 39.61 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $286k | -17% | 2.2k | 129.35 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $284k | +10% | 8.0k | 35.73 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $283k | -20% | 6.2k | 45.59 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $278k | -5% | 1.8k | 155.83 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $276k | -5% | 13k | 21.69 |
|
| Kenvue (KVUE) | 0.0 | $276k | NEW | 13k | 21.46 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $275k | -14% | 3.4k | 79.91 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $275k | -34% | 6.0k | 46.00 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $274k | 5.7k | 47.87 |
|
|
| DTE Energy Company (DTE) | 0.0 | $272k | NEW | 2.4k | 112.14 |
|
| Mediaalpha Cl A (MAX) | 0.0 | $272k | -3% | 13k | 20.37 |
|
| Tapestry (TPR) | 0.0 | $269k | 5.7k | 47.48 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $268k | -23% | 5.2k | 51.60 |
|
| Realty Income (O) | 0.0 | $263k | -56% | 4.9k | 54.10 |
|
| Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) | 0.0 | $260k | 12k | 22.48 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $260k | -41% | 4.9k | 52.87 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $258k | 3.6k | 72.36 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $256k | -74% | 5.1k | 50.56 |
|
| Amdocs SHS (DOX) | 0.0 | $255k | 2.8k | 90.37 |
|
|
| Ecolab (ECL) | 0.0 | $254k | 1.1k | 230.90 |
|
|
| T. Rowe Price (TROW) | 0.0 | $254k | -17% | 2.1k | 121.92 |
|
| Live Nation Entertainment (LYV) | 0.0 | $254k | +4% | 2.4k | 105.77 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $253k | -10% | 5.6k | 45.15 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $251k | -2% | 7.9k | 31.62 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $249k | -27% | 2.3k | 108.92 |
|
| Planet Fitness Cl A (PLNT) | 0.0 | $247k | -28% | 3.9k | 62.63 |
|
| CarMax (KMX) | 0.0 | $246k | 2.8k | 87.11 |
|
|
| Exelon Corporation (EXC) | 0.0 | $243k | 6.5k | 37.57 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $243k | 1.8k | 131.37 |
|
|
| Xylem (XYL) | 0.0 | $236k | -8% | 1.8k | 129.24 |
|
| Okta Cl A (OKTA) | 0.0 | $235k | 2.2k | 104.62 |
|
|
| Prologis (PLD) | 0.0 | $234k | -34% | 1.8k | 130.22 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $234k | -8% | 15k | 15.73 |
|
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $234k | 25k | 9.36 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $232k | -19% | 7.1k | 32.48 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $229k | NEW | 4.0k | 57.86 |
|
| Ansys (ANSS) | 0.0 | $228k | 656.00 | 347.16 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $228k | -50% | 2.0k | 115.33 |
|
| Celanese Corporation (CE) | 0.0 | $226k | 1.3k | 171.86 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $223k | -30% | 703.00 | 317.71 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $223k | NEW | 2.4k | 92.44 |
|
| Rentokil Initial Sponsored Adr (RTO) | 0.0 | $222k | -5% | 7.4k | 30.15 |
|
| Rithm Capital Corp Com New (RITM) | 0.0 | $221k | 20k | 11.16 |
|
|
| Best Buy (BBY) | 0.0 | $220k | 2.7k | 82.03 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $219k | -87% | 4.1k | 53.34 |
|
| Tyler Technologies (TYL) | 0.0 | $215k | +3% | 506.00 | 425.01 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $214k | -41% | 1.8k | 120.99 |
|
| Cadence Design Systems (CDNS) | 0.0 | $213k | NEW | 685.00 | 311.28 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $209k | 531.00 | 393.72 |
|
|
| Omega Flex (OFLX) | 0.0 | $205k | NEW | 2.9k | 70.93 |
|
| Ross Stores (ROST) | 0.0 | $202k | NEW | 1.4k | 146.76 |
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $202k | 10k | 19.69 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $202k | -14% | 2.0k | 100.82 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $201k | NEW | 373.00 | 539.93 |
|
| Olo Cl A (OLO) | 0.0 | $175k | 32k | 5.49 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $152k | 16k | 9.75 |
|
|
| Holley (HLLY) | 0.0 | $149k | +2% | 33k | 4.46 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $140k | -4% | 14k | 10.23 |
|
| Whitehorse Finance (WHF) | 0.0 | $136k | 11k | 12.40 |
|
|
| One Stop Systems (OSS) | 0.0 | $65k | 20k | 3.26 |
|
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $32k | +4% | 26k | 1.23 |
|
Past Filings by Baker Tilly Wealth Management
SEC 13F filings are viewable for Baker Tilly Wealth Management going back to 2020
- Baker Tilly Wealth Management 2024 Q1 filed May 9, 2024
- Baker Tilly Wealth Management 2023 Q4 filed Jan. 10, 2024
- Baker Tilly Wealth Management 2023 Q3 filed Oct. 10, 2023
- Baker Tilly Wealth Management 2023 Q2 filed July 20, 2023
- Baker Tilly Wealth Management 2023 Q1 filed April 12, 2023
- Baker Tilly Wealth Management 2022 Q4 filed Jan. 26, 2023
- Baker Tilly Wealth Management 2022 Q3 filed Oct. 20, 2022
- Baker Tilly Wealth Management 2022 Q2 filed July 28, 2022
- Baker Tilly Wealth Management 2022 Q1 filed April 27, 2022
- Baker Tilly Wealth Management 2021 Q4 filed Feb. 8, 2022
- Baker Tilly Wealth Management 2021 Q3 filed Nov. 2, 2021
- Baker Tilly Wealth Management 2021 Q2 filed July 30, 2021
- Baker Tilly Wealth Management 2021 Q1 filed April 28, 2021
- Baker Tilly Financial 2020 Q4 filed Feb. 3, 2021