Portfolio (Quarterly)
Guide ↗
BAKER TILLY WEALTH MANAGEMENT, LLC
· CIK 0001840565| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NOW | SERVICENOW INC | Technology | 1,544 | $237K | 0.06% | SOLD |
| 22 | ENTG | ENTEGRIS INC | Technology | 2,774 | $234K | 0.06% | SOLD |
| 23 | CNC | CENTENE CORP DEL | Healthcare | 5,674 | $233K | 0.06% | SOLD |
| 24 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,389 | $228K | 0.06% | SOLD |
| 25 | EQT | EQT CORP | Energy | 4,245 | $228K | 0.06% | SOLD |
| 26 | — | NATWEST GROUP PLC | — | 12,862 | $225K | 0.06% | SOLD |
| 27 | ACGL | ARCH CAP GROUP LTD | Financial Services | 2,303 | $221K | 0.05% | SOLD |
| 28 | — | CENCORA INC | — | 634 | $214K | 0.05% | SOLD |
| 29 | SNPS | SYNOPSYS INC | Technology | 450 | $211K | 0.05% | SOLD |
| 30 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 7,130 | $200K | 0.05% | SOLD |
Sector Allocation
Technology
26.2%
Financial Services
22.9%
Communication Services
11.6%
Healthcare
8.8%
Consumer Cyclical
8.7%
Industrials
7.7%
Energy
4.0%
Consumer Defensive
4.0%
Basic Materials
2.8%
Utilities
1.8%