Stock Taper

BAKER TILLY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Liberty Media CorporationFWONK2.83K$268.87K
Block, Inc.XYZ2.84K$215.76K
The Charles Schwab CorporationSCHW2.91K$268.51K
PepsiCo, Inc.PEP2.91K$394.53K
The Home Depot, Inc.HD2.99K$1.05M
Waste Management, Inc.WM3.01K$670.05K
American Express CompanyAXP3.03K$1.02M
HEICO CorporationHEI-A3.2K$825.35K
GE AerospaceGE3.21K$1.2M
Brown & Brown, Inc.BRO3.22K$206.51K
Yum! Brands, Inc.YUM3.28K$524.11K
Vertex Pharmaceuticals IncorporatedVRTX3.31K$1.65M
U.S. BancorpUSB3.34K$201.49K
NextEra Energy, Inc.NEE3.38K$296.68K
Mondelez International, Inc.MDLZ3.66K$211.74K
Hilton Worldwide Holdings Inc.HLT3.66K$1.21M
Air Products and Chemicals, Inc.APD3.68K$1.08M
EPAM Systems, Inc.EPAM3.69K$292.72K
T-Mobile US, Inc.TMUS3.77K$633.24K
Expeditors International of Washington, Inc.EXPD3.87K$631.11K