BAKER TILLY WEALTH MANAGEMENT LLC

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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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VOO
VANGUARD 500 INDEX FUND
50,428+1,211+2.46%
Created with Highcharts 10.1.0
$432.8710.23%0.00%28,644,8072025-06-30
PVAL
PUTNAM FOCUSED LARGE CAP VALUE ETF
333,961+49,788+17.52%
Created with Highcharts 10.1.0
$38.044.80%0.00%13,435,2612025-06-30
NVDA
NVIDIA
62,409-331-0.53%
Created with Highcharts 10.1.0
$24.373.52%0.00%9,859,9792025-06-30
MSFT
MICROSOFT
18,424+30+0.16%
Created with Highcharts 10.1.0
$270.213.27%0.00%9,164,1422025-06-30
QQQ
INVESCO QQQ
13,505+318+2.41%
Created with Highcharts 10.1.0
$397.842.66%0.00%7,449,7932025-06-30
IJH
ISHARES CORE S&P MID-CAP ETF
113,076-12,583-10.01%
Created with Highcharts 10.1.0
$261.692.50%0.01%7,012,9942025-06-30
BRK.B
BERKSHIRE HATHAWAY
12,944+2,024+18.53%
Created with Highcharts 10.1.0
$0.002.25%0.00%6,287,8372025-06-30
META
META
8,022+31+0.39%
Created with Highcharts 10.1.0
$323.772.11%0.00%5,920,9982025-06-30
GLD
SPDR GOLD TRUST
19,311-363-1.85%
Created with Highcharts 10.1.0
$168.112.10%0.01%5,886,5722025-06-30
AMZN
AMAZON
26,563-800-2.92%
Created with Highcharts 10.1.0
$147.962.08%0.00%5,827,6632025-06-30
GLDM
SPDR GOLD MINISHARES TRUST
79,918+14,598+22.35%
Created with Highcharts 10.1.0
$46.151.87%0.03%5,236,2272025-06-30
AAPL
APPLE
24,310-1,296-5.06%
Created with Highcharts 10.1.0
$138.071.78%0.00%4,987,7472025-06-30
JMUB
JPMORGAN MUNICIPAL ETF
98,229-4,163-4.07%
Created with Highcharts 10.1.0
$50.501.74%0.16%4,876,0872025-06-30
GOOGL
ALPHABET
24,592-344-1.38%
Created with Highcharts 10.1.0
$117.871.55%0.00%4,333,8372025-06-30
NFLX
NETFLIX
3,209-84-2.55%
Created with Highcharts 10.1.0
$311.471.53%0.00%4,297,2682025-06-30
ORCL
ORACLE
19,012-638-3.25%
Created with Highcharts 10.1.0
$88.161.48%0.00%4,156,4972025-06-30
V
VISA
11,586-879-7.05%
Created with Highcharts 10.1.0
$224.801.47%0.00%4,113,7682025-06-30
TSLA
TESLA
11,386-478-4.03%
Created with Highcharts 10.1.0
$225.821.29%0.00%3,616,8772025-06-30
PLTR
PALANTIR
22,084+260+1.19%
Created with Highcharts 10.1.0
$21.111.08%0.00%3,010,4912025-06-30
JPM
JPMORGAN CHASE
9,708-1,749-15.27%
Created with Highcharts 10.1.0
$139.601.01%0.00%2,814,4522025-06-30
DYNF
BLACKROCK US EQUITY FACTOR ROTATION ETF
51,568+34,875+208.92%
Created with Highcharts 10.1.0
$50.191.00%0.01%2,808,3932025-06-30
BA
BOEING
11,971-392-3.17%
Created with Highcharts 10.1.0
$184.530.90%0.00%2,508,2842025-06-30
IVV
ISHARES CORE S&P 500 ETF
3,858-41-1.05%
Created with Highcharts 10.1.0
$417.520.86%0.00%2,395,3782025-06-30
SPYG
SPDR(R) PORTFOLIO S&P 500 GROWTH ETF
23,856-6,810-22.21%
Created with Highcharts 10.1.0
$60.860.81%0.01%2,273,9472025-06-30
VO
VANGUARD MID-CAP INDEX FUND
7,839+1,734+28.40%
Created with Highcharts 10.1.0
$238.510.78%0.00%2,193,5832025-06-30
IWF
ISHARES RUSSELL 1000 GROWTH ETF
5,033+1,520+43.27%
Created with Highcharts 10.1.0
$361.740.76%0.00%2,136,9112025-06-30
AVGO
BROADCOM
7,649-649-7.82%
Created with Highcharts 10.1.0
$51.180.75%0.00%2,108,4232025-06-30
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
14,51900.00%
Created with Highcharts 10.1.0
$124.830.70%0.00%1,960,6912025-06-30
DIS
WALT DISNEY
15,746+145+0.93%
Created with Highcharts 10.1.0
$128.030.70%0.00%1,952,6222025-06-30
GOOG
ALPHABET
10,262+372+3.76%
Created with Highcharts 10.1.0
$125.280.65%0.00%1,820,4042025-06-30
XOM
EXXON MOBIL
16,437+2,433+17.37%
Created with Highcharts 10.1.0
$100.290.63%0.00%1,771,8592025-06-30
SHOP
SHOPIFY
13,872-565-3.91%
Created with Highcharts 10.1.0
$43.350.57%0.00%1,600,1352025-06-30
VMC
VULCAN MATERIALS
5,473-455-7.68%
Created with Highcharts 10.1.0
$189.970.51%0.00%1,427,5212025-06-30
WMB
WILLIAMS COMPANIES
21,897-4,899-18.28%
Created with Highcharts 10.1.0
$30.210.49%0.00%1,375,3242025-06-30
ADSK
AUTODESK
4,254-155-3.52%
Created with Highcharts 10.1.0
$240.800.47%0.00%1,316,9112025-06-30
VRTX
VERTEX PHARMACEUTICALS
2,908-80-2.68%
Created with Highcharts 10.1.0
$309.320.46%0.00%1,294,6422025-06-30
HLT
HILTON WORLDWIDE HOLDINGS
4,860-69-1.40%
Created with Highcharts 10.1.0
$143.980.46%0.00%1,294,4772025-06-30
KO
COCA COLA
18,231-1,072-5.55%
Created with Highcharts 10.1.0
$58.590.46%0.00%1,289,8212025-06-30
ENB
ENBRIDGE
28,284-1,233-4.18%
Created with Highcharts 10.1.0
$39.750.46%0.00%1,281,8262025-06-30
HD
HOME DEPOT
3,490+109+3.22%
Created with Highcharts 10.1.0
$337.590.46%0.00%1,279,6492025-06-30
RTX
RAYTHEON TECHNOLOGIES
8,367-884-9.56%
Created with Highcharts 10.1.0
$90.170.44%0.00%1,221,7672025-06-30
CRM
SALESFORCE
4,466-105-2.30%
Created with Highcharts 10.1.0
$221.760.44%0.00%1,217,9542025-06-30
JNJ
JOHNSON & JOHNSON
7,822-182-2.27%
Created with Highcharts 10.1.0
$165.100.43%0.00%1,194,7372025-06-30
BDX
BECTON DICKINSON &
6,898+1,399+25.44%
Created with Highcharts 10.1.0
$228.820.42%0.00%1,188,2302025-06-30
CMCSA
COMCAST
32,969+2,005+6.48%
Created with Highcharts 10.1.0
$40.980.42%0.00%1,176,6582025-06-30
SRE
SEMPRA
15,477+936+6.44%
Created with Highcharts 10.1.0
$73.620.42%0.00%1,172,6592025-06-30
PG
PROCTER & GAMBLE
7,315-1,092-12.99%
Created with Highcharts 10.1.0
$138.500.42%0.00%1,165,4962025-06-30
SBUX
STARBUCKS
12,700+451+3.68%
Created with Highcharts 10.1.0
$104.320.42%0.00%1,163,7292025-06-30
LLY
ELI LILLY
1,462+15+1.04%
Created with Highcharts 10.1.0
$436.370.41%0.00%1,139,9522025-06-30
MNST
MONSTER BEVERAGE
18,178-858-4.51%
Created with Highcharts 10.1.0
$28.300.41%0.00%1,138,6702025-06-30