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BAKER TILLY WEALTH MANAGEMENT, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Navvis & Company, LLC VVETF0-24,9390-4,344,374,0000.000.00 Hist 09/30/2023
VANGUARD INDEX FUNDS VTVCommon0-25,7320-3,612,006,0000.000.00 Hist 09/30/2023
LIN Media LLC LINCOMMON STOCK0-9,9280-3,238,315,0000.000.00 Hist 09/30/2023
iSHARES TRUST UAECommon0-28,8420-2,888,238,0000.000.00 Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon0-25,8090-1,509,310,0000.000.00 Hist 09/30/2023
BERKLEY W R CORP BERCommon0-18,0370-1,308,945,0000.000.00 Hist 09/30/2023
Horizon Therapeutics Public Ltd Co HZNPCommon Stock0-11,0550-1,258,059,0000.000.00 Hist 09/30/2023
EMERSON ELECTRIC CO EMRCommon0-12,5080-1,201,518,0000.000.00 Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VGSHCommon0-18,3910-1,063,368,0000.000.00 Hist 09/30/2023
Invesco Exchange-Traded Fund Trust II EELVExchange Traded Fund0-43,9790-1,011,953,0000.000.00 Hist 09/30/2023
DOCUSIGN, INC. DOCUCOM0-17,6840-980,047,0000.000.00 Hist 09/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPCommon0-12,0250-896,945,0000.000.00 Hist 09/30/2023
ICON PLC ICLRCommon0-4,4590-866,161,0000.000.00 Hist 09/30/2023
NEXTERA ENERGY INC FPLcommon0-10,3490-865,176,0000.000.00 Hist 09/30/2023
iSHARES TRUST HYGCommon0-11,3440-835,259,0000.000.00 Hist 09/30/2023
IDEXX LABORATORIES INC /DE IDXXCommon0-1,9070-777,980,0000.000.00 Hist 09/30/2023
Corteva, Inc. CTVACommon Stock0-13,1950-775,602,0000.000.00 Hist 09/30/2023
DOMINION ENERGY, INC DCommon0-12,1420-744,547,0000.000.00 Hist 09/30/2023
MASCO CORP /DE/ MASCommon0-15,6540-730,572,0000.000.00 Hist 09/30/2023
TE Connectivity Ltd. TELCOM0-6,2920-722,322,0000.000.00 Hist 09/30/2023
SPDR S&P 500 ETF TRUST SPYUNIT SER 10-64,1000-718,079,0000.000.00 Hist 09/30/2023
DOLLAR GENERAL CORP DGCOM0-2,7630-680,389,0000.000.00 Hist 09/30/2023
Vanguard Small-Cap Growth ETF VBKcommon0-3,3760-677,023,0000.000.00 Hist 09/30/2023
Brookfield Infrastructure Corp  Common0-17,0090-661,650,0000.000.00 Hist 09/30/2023
S&P Global Inc. SPGICOM0-1,9130-640,740,0000.000.00 Hist 09/30/2023
TARGET CORP TGTCommon0-3,9970-595,642,0000.000.00 Hist 09/30/2023
VANGUARD INDEX FUNDS VOTCommon0-3,2720-588,175,0000.000.00 Hist 09/30/2023
Black Knight, Inc. BKICOM0-9,4730-584,958,0000.000.00 Hist 09/30/2023
VANGUARD SPECIALIZED FUNDS VIGCommon0-3,8130-579,004,0000.000.00 Hist 09/30/2023
Xylem Inc. XYLCommon0-5,1360-567,888,0000.000.00 Hist 09/30/2023
VANGUARD SCOTTSDALE FUNDS VGLTCommon0-9,1070-561,173,0000.000.00 Hist 09/30/2023
FIRST REPUBLIC BANK FRCCOM0-4,5870-559,109,0000.000.00 Hist 09/30/2023
AGILENT TECHNOLOGIES, INC. ACommon0-3,7040-554,304,0000.000.00 Hist 09/30/2023
WILLIAMS SONOMA INC WSMCommon0-4,7040-540,584,0000.000.00 Hist 09/30/2023
Elevance Health, Inc. ANTMCOM0-1,0470-537,080,0000.000.00 Hist 09/30/2023
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