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BAKER TILLY WEALTH MANAGEMENT, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Franklin Templeton ETF Trust FLJPCommon64,30164,3011,700,761,0001,700,761,0000.28  Hist 09/30/2023
LINDE PLC LINSHS3,7843,7841,408,972,0001,408,972,0000.230.00 Hist 09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VII ROBTCommon28,12928,1291,139,506,0001,139,506,0000.19  Hist 09/30/2023
FIRST TR EXCHNG TRADED FD VI DFEBCommon30,24830,2481,054,019,0001,054,019,0000.17  Hist 09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FJANCommon27,80527,8051,014,883,0001,014,883,0000.17  Hist 09/30/2023
INTUIT INC. INTUCommon1,3501,350689,769,000689,769,0000.110.00 Hist 09/30/2023
AMERICAN ELECTRIC POWER CO INC AEPCommon8,8658,865666,825,000666,825,0000.110.00 Hist 09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII FMARCommon18,66418,664656,947,000656,947,0000.11  Hist 09/30/2023
ENTERGY CORP /DE/ ETRCommon6,5116,511602,268,000602,268,0000.100.00 Hist 09/30/2023
ChampionX Corp  Common16,03216,032571,060,000571,060,0000.09  Hist 09/30/2023
iShares, Inc. IEMGCommon11,77211,772560,235,000560,235,0000.09  Hist 09/30/2023
iSHARES TRUST QUALCommon3,9403,940519,225,000519,225,0000.09  Hist 09/30/2023
VICOR CORP VICRCommon8,4718,471498,857,000498,857,0000.080.02 Hist 09/30/2023
Crane NXT, Co. CRCom5,2255,225464,189,000464,189,0000.080.01 Hist 09/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPStock6,2016,201461,416,000461,416,0000.08  Hist 09/30/2023
BJS WHOLESALE CLUB INC BJCommon6,3516,351453,271,000453,271,0000.07  Hist 09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII QDECCommon19,75019,750446,968,000446,968,0000.07  Hist 09/30/2023
HOLOGIC INC HOLXCommon6,4166,416445,270,000445,270,0000.07  Hist 09/30/2023
nVent Electric plc NVTCommon8,3048,304440,029,000440,029,0000.07  Hist 09/30/2023
T-Mobile US, Inc. TMUSCOM3,0773,077430,934,000430,934,0000.070.00 Hist 09/30/2023
EXACT SCIENCES CORP EXASCommon5,9655,965406,932,000406,932,0000.070.00 Hist 09/30/2023
BIOMARIN PHARMACEUTICAL INC BMRNCommon4,5704,570404,354,000404,354,0000.07  Hist 09/30/2023
Definitive Healthcare Corp. DHCommon50,07150,071400,067,000400,067,0000.070.04 Hist 09/30/2023
PIMCO ETF Trust MINTCommon3,9393,939394,451,000394,451,0000.06  Hist 09/30/2023
FIRST TRUST EXCHANGE-TRADED FUND VIII QJUNCommon17,70317,703387,165,000387,165,0000.06  Hist 09/30/2023
FIRST TR EXCHNG TRADED FD VI DJULCommon11,24811,248382,095,000382,095,0000.06  Hist 09/30/2023
WillScot Mobile Mini Holdings Corp. WSCCOM8,9878,987373,769,000373,769,0000.06  Hist 09/30/2023
PERFICIENT INC PRFTCommon5,9885,988346,466,000346,466,0000.060.02 Hist 09/30/2023
Walgreens Boots Alliance, Inc. WBACOM14,84114,841330,064,000330,064,0000.05  Hist 09/30/2023
Palantir Technologies Inc. PLTRCL A20,09720,097321,552,000321,552,0000.05  Hist 09/30/2023
BRUKER CORP BRKRCOM5,1295,129319,537,000319,537,0000.050.00 Hist 09/30/2023
ASTRAZENECA PLC AZNSPONSORED ADR4,5924,592310,970,000310,970,0000.05  Hist 09/30/2023
SIMON PROPERTY GROUP INC /DE/ SPGCommon2,7312,731295,030,000295,030,0000.050.00 Hist 09/30/2023
Public Storage PSACommon1,0841,084285,674,000285,674,0000.050.00 Hist 09/30/2023
VANGUARD MUN BD FD INC VTEBCommon5,3485,348257,239,000257,239,0000.04  Hist 09/30/2023
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