Stock Taper 
BAKER TILLY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mitsubishi UFJ Financial Group, Inc. | MUFG | 12.15K | $241.7K |
 Southwest Airlines Co. | LUV | 12.39K | $637.3K |
 Verizon Communications Inc. | VZ | 12.59K | $532.93K |
 Freeport-McMoRan Inc. | FCX | 13.13K | $825.72K |
 Oracle Corporation | ORCL | 13.28K | $1.95M |
 Dorchester Minerals, L.P. | DMLP | 14.1K | $356.02K |
 Novo Nordisk A/S | NVO | 14.16K | $678.74K |
 The Walt Disney Company | DIS | 15.03K | $1.45M |
 Banco Santander, S.A. | SAN | 15.48K | $213.6K |
 PG&E Corporation | PCG | 15.68K | $263.76K |
 Brookfield Corporation | BN | 15.96K | $679.62K |
 Unilever PLC | UL | 16.45K | $989.25K |
 Monster Beverage Corporation | MNST | 17.64K | $1.7M |
 Exxon Mobil Corporation | XOM | 17.68K | $2.42M |
 SoFi Technologies, Inc. | SOFI | 20.33K | $364.46K |
 Bank of America Corporation | BAC | 20.69K | $1.18M |
 Microsoft Corporation | MSFT | 21.12K | $7.88M |
 Alphabet Inc. | GOOGL | 24.48K | $8.75M |
 The Coca-Cola Company | KO | 25.95K | $2.11M |
 Amazon.com, Inc. | AMZN | 27.12K | $6.46M |