BAKER TILLY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 73K | $652.23K |
 | NVDA | 65K | $12.21M |
 | DH | 60K | $243.93K |
 | CMCSA | 32K | $1.01M |
 | VZ | 29K | $1.27M |
 | ENB | 28K | $1.44M |
 | AMZN | 27K | $5.88M |
 | AES | 26K | $341.61K |
 | AAPL | 26K | $6.60M |
 | GOOGL | 25K | $6.03M |
 | WMB | 23K | $1.43M |
 | PLTR | 22K | $4.06M |
 | OSS | 20K | $107.20K |
 | UL | 20K | $1.18M |
 | FCX | 19K | $752.94K |
 | MSFT | 19K | $9.85M |
 | BAC | 18K | $945.20K |
 | XOM | 18K | $2.05M |
 | MNST | 18K | $1.20M |
 | SAN | 18K | $186.97K |
Haleon plc
HLN
Shares Held
73K
Value
$652.23K
NVIDIA Corporation
NVDA
Shares Held
65K
Value
$12.21M
Definitive Healthcare Corp.
DH
Shares Held
60K
Value
$243.93K
Comcast Corporation
CMCSA
Shares Held
32K
Value
$1.01M
Verizon Communications Inc.
VZ
Shares Held
29K
Value
$1.27M
Enbridge Inc.
ENB
Shares Held
28K
Value
$1.44M
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.88M
The AES Corporation
AES
Shares Held
26K
Value
$341.61K
Apple Inc.
AAPL
Shares Held
26K
Value
$6.60M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$6.03M
The Williams Companies, Inc.
WMB
Shares Held
23K
Value
$1.43M
Palantir Technologies Inc.
PLTR
Shares Held
22K
Value
$4.06M
One Stop Systems, Inc.
OSS
Shares Held
20K
Value
$107.20K
Unilever PLC
UL
Shares Held
20K
Value
$1.18M
Freeport-McMoRan Inc.
FCX
Shares Held
19K
Value
$752.94K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$9.85M
Bank of America Corporation
BAC
Shares Held
18K
Value
$945.20K
Exxon Mobil Corporation
XOM
Shares Held
18K
Value
$2.05M
Monster Beverage Corporation
MNST
Shares Held
18K
Value
$1.20M
Banco Santander, S.A.
SAN
Shares Held
18K
Value
$186.97K