Stock Taper

BAKER TILLY WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Novo Nordisk A/SNVO14.16K$678.74K
Dorchester Minerals, L.P.DMLP14.1K$356.02K
Oracle CorporationORCL13.28K$1.95M
Freeport-McMoRan Inc.FCX13.13K$825.72K
Verizon Communications Inc.VZ12.59K$532.93K
Southwest Airlines Co.LUV12.39K$637.3K
Mitsubishi UFJ Financial Group, Inc.MUFG12.15K$241.7K
CVS Health Corp.CVS12.13K$1.26M
The Boeing CompanyBA12.12K$2.62M
Tesla, Inc.TSLA11.78K$4.95M
Nokia OyjNOK11.47K$152.39K
Otis Worldwide CorporationOTIS11.3K$809.37K
Starbucks CorporationSBUX11.27K$1.15M
Visa Inc.V10.96K$3.76M
Apollo Global Management, Inc.APO10.6K$1.25M
Brookfield Infrastructure CorporationBIPC10.21K$393.28K
Wells Fargo & CompanyWFC10.11K$835.23K
Shopify Inc.SHOP10.11K$1.15M
Johnson & JohnsonJNJ9.95K$2.53M
AT&T Inc.T9.67K$200.13K