Stock Taper

BAKER TILLY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Haleon plcHLN75.36K$703.14K
NVIDIA CorporationNVDA71.9K$14.39M
Palantir Technologies Inc.PLTR61.56K$7.18M
Comcast CorporationCMCSA31.66K$777.21K
Apple Inc.AAPL30.41K$8.8M
Netflix, Inc.NFLX30.02K$2.14M
The Williams Companies, Inc.WMB28K$2.08M
Amazon.com, Inc.AMZN27.12K$6.46M
The Coca-Cola CompanyKO25.95K$2.11M
Alphabet Inc.GOOGL24.48K$8.75M
Microsoft CorporationMSFT21.12K$7.88M
Bank of America CorporationBAC20.69K$1.18M
SoFi Technologies, Inc.SOFI20.33K$364.46K
Exxon Mobil CorporationXOM17.68K$2.42M
Monster Beverage CorporationMNST17.64K$1.7M
Unilever PLCUL16.45K$989.25K
Brookfield CorporationBN15.96K$679.62K
PG&E CorporationPCG15.68K$263.76K
Banco Santander, S.A.SAN15.48K$213.6K
The Walt Disney CompanyDIS15.03K$1.45M