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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAKER TILLY WEALTH MANAGEMENT, LLC

Quarter ended Q2 2024 · Filed July 18, 2024 · Accession 0001840565-24-000005

Total Value
$214.7M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836340,191$20.1M8.22%
2MICROSOFT CORPMSFT20,590$9.2M3.76%
3APPLE INCAAPL40,076$8.4M3.45%
4ISHARES TR464287507135,541$7.9M3.24%
5NVIDIA CORPORATIONNVDA52,825$6.5M2.67%
6INVESCO QQQ TRIVZ13,394$6.4M2.62%
7AMAZON COM INCAMZN30,657$5.9M2.42%
8ISHARES TR4642872009,225$5.0M2.06%
9ALPHABET INCGOOG26,191$4.8M1.95%
10SPDR GOLD TRGLD20,449$4.4M1.80%
11BERKSHIRE HATHAWAY INC DELBRK-A9,681$3.9M1.61%
12META PLATFORMS INCMETA6,072$3.1M1.25%
13VISA INCV11,203$2.9M1.20%
14SPDR SER TR78464A40932,705$2.6M1.07%
15JPMORGAN CHASE & CO.VYLD12,585$2.5M1.04%
16J P MORGAN EXCHANGE TRADED F46641Q83750,001$2.5M1.03%
17WORLD GOLD TRGLDW52,290$2.4M0.99%
18NETFLIX INCNFLX3,270$2.2M0.90%
19ORACLE CORPORCL-PD15,285$2.2M0.88%
20EXXON MOBIL CORPXOM18,280$2.1M0.86%
21ALPHABET INCGOOG11,456$2.1M0.86%
22SCHWAB CHARLES FAMILY FDSCHW-PJ1,993,868$2.0M0.82%
23NOVO-NORDISK A SNONOF13,191$1.9M0.77%
24TESLA INCTSLA9,138$1.8M0.74%
25MERCK & CO INCMRK14,070$1.7M0.71%
26SALESFORCE INCCRM6,283$1.6M0.66%
27BOEING COBA-PA8,660$1.6M0.64%
28J P MORGAN EXCHANGE TRADED F46641Q64729,946$1.5M0.62%
29PROCTER AND GAMBLE CO7427181098,675$1.4M0.59%
30BROADCOM INCAVGO874$1.4M0.57%
31DISNEY WALT CO25468710614,106$1.4M0.57%
32SEMPRASREA18,317$1.4M0.57%
33QUALCOMM INCQCOM6,916$1.4M0.56%
34ELI LILLY & COLLY1,406$1.3M0.52%
35SPDR SER TR78464A85419,864$1.3M0.52%
36RTX CORPORATIONRTX12,639$1.3M0.52%
37JOHNSON & JOHNSONJNJ8,155$1.2M0.49%
38BECTON DICKINSON & COBDX5,094$1.2M0.49%
39HOME DEPOT INCHD3,456$1.2M0.49%
40ISHARES TR46429B66310,886$1.2M0.48%
41WILLIAMS COS INC96945710027,818$1.2M0.48%
42NORTHROP GRUMMAN CORPNOC2,657$1.2M0.47%
43BANK AMERICA CORP06050510428,874$1.1M0.47%
44SCHWAB STRATEGIC TR80852479714,710$1.1M0.47%
45UNITEDHEALTH GROUP INCUNH2,061$1.0M0.43%
46COMCAST CORP NEWCCZ26,646$1.0M0.43%
47COCA COLA COKO16,242$1.0M0.42%
48STARBUCKS CORPSBUX13,139$1.0M0.42%
49AUTODESK INCADSK4,026$996,2340.41%
50CATERPILLAR INCCAT2,973$990,3060.41%
51VANGUARD INDEX FDS9229086294,026$974,7340.40%
52LOWES COS INC5486611074,410$972,2290.40%
53SPDR SER TR78464A50819,899$969,8770.40%
54LINDE PLCLIN2,200$965,4500.39%
55ADOBE INCADBE1,714$952,1960.39%
56MASTERCARD INCORPORATEDMA2,150$948,6340.39%
57THERMO FISHER SCIENTIFIC INCTMO1,705$942,8800.39%
58DIMENSIONAL ETF TRUST25434V72423,717$931,3670.38%
59VULCAN MATLS CO9291601093,691$917,9580.38%
60WELLS FARGO CO NEW94974610115,268$906,7670.37%
61ACCENTURE PLC IRELANDACN2,946$893,8460.37%
62VERIZON COMMUNICATIONS INCVZ21,627$891,8970.36%
63VERTEX PHARMACEUTICALS INCVRTX1,888$884,9430.36%
64ISHARES TR46429B26738,809$875,9190.36%
65SPDR INDEX SHS FDS78463X88924,940$874,8950.36%
66ABBVIE INCABBV5,052$866,5650.35%
67SPDR S&P 500 ETF TRSPY1,565$851,6430.35%
68HILTON WORLDWIDE HLDGS INCHLT3,869$844,2350.35%
69SAP SESAPGF4,112$829,4320.34%
70SHOPIFY INCSHOP12,394$818,6240.33%
71ENBRIDGE INCENNPF22,986$818,0720.33%
72APOLLO GLOBAL MGMT INC03769M1066,851$808,8430.33%
73PEPSICO INCPEP4,850$799,8850.33%
74VANGUARD SCOTTSDALE FDS92206C8709,919$792,8260.32%
75DIMENSIONAL ETF TRUST25434V80721,851$785,3250.32%
76PHILIP MORRIS INTL INC7181721097,661$776,2390.32%
77CHEVRON CORP NEWCVX4,929$771,0400.32%
78WASTE MGMT INC DEL94106L1093,608$769,7630.31%
79CISCO SYS INCCSCO15,971$758,7640.31%
80AMERICAN TOWER CORP NEW03027X1003,896$757,2310.31%
81SPDR SER TR78464A7635,920$752,9060.31%
82ISHARES TR46434V40717,366$732,8450.30%
83CAPITAL GROUP CORE EQUITY ET14020V10822,665$730,9460.30%
84SERVICENOW INCNOW924$726,8830.30%
85DIMENSIONAL ETF TRUST25434V60913,940$723,0680.30%
86ZOETIS INCZTS4,113$713,0540.29%
87METLIFE INCMET-PF10,150$712,4540.29%
88UNION PAC CORPUNP2,955$668,6410.27%
89TRANSDIGM GROUP INCTDG511$652,8590.27%
90HEICO CORP NEWHEI-A3,621$642,8060.26%
91MONSTER BEVERAGE CORP NEWMNST12,834$641,0580.26%
92ABBOTT LABSABLZF6,116$635,5030.26%
93WORKDAY INCWDAY2,839$634,6870.26%
94REGENERON PHARMACEUTICALSREGN599$629,5670.26%
95WALMART INCWMT9,294$629,2970.26%
96MEDTRONIC PLCMDT7,921$623,4620.26%
97ISHARES TR46435G4255,191$619,4240.25%
98ISHARES TR4642874735,087$614,2040.25%
99BROOKFIELD CORP11271J10714,488$601,8320.25%
100TRAVELERS COMPANIES INCTRV2,858$581,0800.24%
101ISHARES TR4642874083,163$575,6980.24%
102SPDR SER TR78464A38326,611$573,9990.23%
103T-MOBILE US INCTMUSZ3,236$570,1870.23%
104SCHWAB STRATEGIC TR8085241028,983$564,7840.23%
105OREILLY AUTOMOTIVE INC67103H107531$560,7680.23%
106FREEPORT-MCMORAN INCFCX11,504$559,0800.23%
107TEXAS INSTRS INC8825081042,857$555,7000.23%
108THE CIGNA GROUP1255231001,680$555,3580.23%
109VANGUARD INDEX FDS9229087361,483$554,6570.23%
110AMERICAN INTL GROUP INC0268747847,460$553,7990.23%
111KKR & CO INCKKRT5,244$551,9290.23%
112ASTRAZENECA PLCAZN6,760$527,1900.22%
113CONOCOPHILLIPSCOP4,584$524,3180.21%
114GENERAL MTRS CO37045V10011,192$519,9850.21%
115SPDR SER TR78464A2016,046$519,1100.21%
116FACTSET RESH SYS INC3030751051,252$511,1870.21%
117UNILEVER PLCUNLYF9,283$510,4720.21%
118PALANTIR TECHNOLOGIES INCPLTR20,111$509,4120.21%
119ISHARES TR4642871011,900$502,2070.21%
120INTERNATIONAL BUSINESS MACHSINTR2,879$497,9710.20%
121CVS HEALTH CORPCVS8,403$496,2710.20%
122GARTNER INCIT1,099$493,5170.20%
123MANULIFE FINL CORP56501R10618,247$485,7350.20%
124SPDR INDEX SHS FDS78463X50912,799$482,1380.20%
125BROWN & BROWN INCBRO5,378$480,8660.20%
126AIR PRODS & CHEMS INCAIIR1,848$476,8760.20%
127VANGUARD INDEX FDS9229087691,774$474,5710.19%
128VANGUARD INDEX FDS9229087512,155$469,9540.19%
129AMGEN INCAMGN1,504$469,9250.19%
130COSTCO WHSL CORP NEW22160K105546$464,3670.19%
131DIAGEO PLCDGEAF3,680$463,9310.19%
132CORNING INCGLW11,934$463,6360.19%
133GILEAD SCIENCES INCGILD6,621$454,2950.19%
134ISHARES TR46432F3392,650$452,5760.19%
135LAM RESEARCH CORPLRCX424$451,4960.18%
136AVALONBAY CMNTYS INCAWX2,140$442,6650.18%
137COPART INCCPRT8,133$440,4830.18%
138CAPITAL GROUP GROWTH ETF14020G10113,205$434,3120.18%
139AIRBNB INCABNB2,862$433,9650.18%
140NIKE INCNKE5,691$428,9490.18%
141VANGUARD STAR FDS9219097687,078$426,8030.17%
142ISHARES TR46434V6217,360$424,0100.17%
143INTUITIVE SURGICAL INCISRG952$423,4970.17%
144CAPITAL ONE FINL CORP14040H1053,035$420,2520.17%
145ROPER TECHNOLOGIES INCROP740$417,1250.17%
146CHURCH & DWIGHT CO INCCHD4,015$416,2750.17%
147MCDONALDS CORPMCD1,631$415,6440.17%
148HALEON PLCHLNCF49,318$407,3670.17%
149MORGAN STANLEYMS-PQ4,170$405,2820.17%
150FIRSTENERGY CORPFE10,584$405,0500.17%
151PG&E CORPPCG-PX23,126$403,7800.17%
152SPDR SER TR78464A66414,808$403,0740.16%
153RYAN SPECIALTY HOLDINGS INCRYAN6,923$400,9110.16%
154ASML HOLDING N VASMLF392$400,9100.16%
155MARATHON PETE CORPMARA2,275$394,6670.16%
156MSCI INCMSCI809$389,7530.16%
157YUM BRANDS INCYUM2,927$387,7650.16%
158NOVARTIS AGNVSEF3,636$387,0890.16%
159SPROTT PHYSICAL SILVER TRSII38,521$382,5140.16%
160COSTAR GROUP INCCSGP5,133$380,5610.16%
161EXPEDITORS INTL WASH INC3021301093,044$379,9070.16%
162PINTEREST INCPINS8,446$372,2150.15%
163TECHNIPFMC PLCFTI14,045$367,2770.15%
164SPDR SER TR78468R8042,407$367,2360.15%
165UNITED PARCEL SERVICE INCUPS2,673$365,7420.15%
166SPDR SER TR78468R6223,834$361,4310.15%
167BONDBLOXX ETF TRUST09789C7887,126$358,2950.15%
168TAIWAN SEMICONDUCTOR MFG LTD8740391002,046$355,6150.15%
169AMERIPRISE FINL INC03076C106829$354,1410.14%
170APPLIED MATLS INC0382221051,486$350,6810.14%
171CITIGROUP INCC-PR5,525$350,6360.14%
172AES CORPAES19,909$349,8010.14%
173PPG INDS INC6935061072,749$346,0410.14%
174VICI PPTYS INC92565210911,975$342,9640.14%
175SCHWAB STRATEGIC TR8085243003,374$340,2180.14%
176BRISTOL-MYERS SQUIBB COCELG-RI8,163$339,0090.14%
177WEST PHARMACEUTICAL SVSC INC9553061051,014$334,0010.14%
178EDISON INTL2810201074,650$333,9240.14%
179CSX CORPCSX9,947$332,7270.14%
180PUBLIC STORAGE OPER COPSA-PS1,155$332,3480.14%
181PALO ALTO NETWORKS INCPANW976$330,8740.14%
182COLGATE PALMOLIVE COCL3,407$330,6150.14%
183GE AEROSPACE3696043012,065$328,2960.13%
184DEFINITIVE HEALTHCARE CORPDH59,623$325,5420.13%
185SCHWAB CHARLES CORPSCHW-PJ4,375$322,3940.13%
186AMERICAN WTR WKS CO INC NEW0304201032,492$321,8670.13%
187DOMINOS PIZZA INCDPZ623$321,7150.13%
188MORNINGSTAR INCMORN1,084$320,7010.13%
189J P MORGAN EXCHANGE TRADED F46641Q7616,037$319,6590.13%
190DORCHESTER MINERALS LPDMLP10,237$315,8130.13%
191AAON INCAAON3,589$313,1040.13%
192MARKEL GROUP INCMKL198$311,9810.13%
193GENERAL DYNAMICS CORPGD1,071$310,8660.13%
194SIMON PPTY GROUP INC NEW8288061092,043$310,1270.13%
195J P MORGAN EXCHANGE TRADED F46641Q2175,490$309,8010.13%
196BLACKROCK INCBLK393$309,4170.13%
197DEERE & CODE819$306,0210.13%
198FIRST TR EXCHNG TRADED FD VI33740U2086,460$297,5480.12%
199BLOCK INCBSQKZ4,581$295,4290.12%
200SEI INVTS CO7841171034,521$292,4440.12%
201PLANET FITNESS INCPLNT3,942$290,0920.12%
202PUTNAM ETF TRUST7467293007,955$288,7670.12%
203QUANTA SVCS INC74762E1021,128$286,6140.12%
204ISHARES TR464287614784$285,7760.12%
205VERISK ANALYTICS INCVRSK1,057$284,9230.12%
206VICOR CORPVICR8,491$281,5620.12%
207ARES MANAGEMENT CORPORATIONARES-PB2,089$278,4480.11%
208GRAINGER W W INC384802104305$275,1830.11%
209MICROCHIP TECHNOLOGY INC.MCHPP3,000$274,4560.11%
210ISHARES TR4642888852,672$273,3030.11%
211CONSTELLATION BRANDS INCSTZ1,056$271,6880.11%
212UBER TECHNOLOGIES INCUBER3,719$270,2970.11%
213DUKE ENERGY CORP NEWDUKB2,694$270,0200.11%
214ONEOK INC NEWOKE3,302$269,2780.11%
215VANECK ETF TRUST92189F1067,921$268,7600.11%
216HUMANA INCHUM710$265,2920.11%
217ULTA BEAUTY INCULTA681$262,7770.11%
218AT&T INCT-PC13,743$262,6290.11%
219ARCH CAP GROUP LTDG0450A1052,603$262,6170.11%
220CANADIAN PACIFIC KANSAS CITYCP3,300$259,8090.11%
221INSULET CORPPODD1,254$253,0570.10%
222DTE ENERGY CODTK2,276$252,6590.10%
223FAIR ISAAC CORPFICO168$250,0950.10%
224TYLER TECHNOLOGIES INCTYL496$249,3790.10%
225SYNOPSYS INCSNPS419$249,3300.10%
226PROGRESSIVE CORP7433151031,200$249,2560.10%
227PNC FINL SVCS GROUP INC6934751051,591$247,3690.10%
228DARDEN RESTAURANTS INCDRI1,628$246,3490.10%
229SPDR SER TR78468R8535,929$246,2310.10%
230ISHARES TR4642874402,614$244,8010.10%
231AUTOMATIC DATA PROCESSING INADP1,025$244,6570.10%
232CBRE GROUP INCCBRE2,738$243,9830.10%
233LOCKHEED MARTIN CORPLMT514$240,0890.10%
234LIVE NATION ENTERTAINMENT INLYV2,527$236,8810.10%
235ILLUMINA INCILMN2,262$236,1080.10%
236VALERO ENERGY CORPVLO1,506$236,0810.10%
237AMERICAN EXPRESS COAXP1,016$235,2550.10%
238ISHARES TR4642871501,969$233,8430.10%
239WISDOMTREE TRWT3,286$232,7510.10%
240ISHARES TR4642888774,379$232,2510.09%
241EXACT SCIENCES CORP30063P1055,471$231,1500.09%
242PAYPAL HLDGS INCPYPL3,927$227,8840.09%
243BARRICK GOLD CORP06790110813,626$227,2820.09%
244AGNICO EAGLE MINES LTDAEM3,450$225,6300.09%
245INTEL CORPINTC7,279$225,4270.09%
246REPUBLIC SVCS INC7607591001,158$225,0460.09%
247UNITED RENTALS INCURI346$223,9680.09%
248FMC CORPFMC3,890$223,8700.09%
249DANAHER CORPORATION235851102894$223,3660.09%
250MCCORMICK & CO INCMKC-V3,127$221,8290.09%
251MICRON TECHNOLOGY INCMU1,677$220,6410.09%
252SPDR SER TR78464A4747,402$219,8390.09%
253ISHARES TR4642872422,044$218,9530.09%
254SONY GROUP CORPSNEJF2,576$218,8310.09%
255WATSCO INCWSO-B470$217,7230.09%
256SPS COMM INCSPSC1,157$217,7010.09%
257CARMAX INCKMX2,959$217,0130.09%
258KENVUE INCKVUE11,923$216,7600.09%
259SOUTHWEST AIRLS CO8447411087,473$213,8030.09%
260SPDR SER TR78468R6632,315$212,4710.09%
261C H ROBINSON WORLDWIDE INCCHRW2,407$212,1050.09%
262OCCIDENTAL PETE CORP6745991053,355$211,4870.09%
263MARTIN MARIETTA MATLS INC573284106390$211,3140.09%
264CENTENE CORP DELCNC3,155$209,1770.09%
265HERSHEY COHSY1,132$208,0960.09%
266MONDELEZ INTL INC6092071053,174$207,7280.08%
267VANGUARD INDEX FDS9229086521,221$206,1150.08%
268ISHARES TR4642874652,621$205,3030.08%
269RELX PLCRLXXF4,472$205,1750.08%
270ISHARES TR4642878041,918$204,5570.08%
271ISHARES TR464287622680$202,3270.08%
272NCINO INCNCNO6,412$201,6570.08%
273BROOKFIELD INFRASTRUCTURE COBIPC5,984$201,4210.08%
274RITHM CAPITAL CORPRITM-PF17,635$192,3980.08%
275EATON VANCE LTD DURATION INCETN15,600$151,9440.06%
276LLOYDS BANKING GROUP PLCLLOBF20,397$55,6840.02%
277ONE STOP SYS INCOSS20,000$48,2000.02%
278HOLLEY INCHLLY-WT10,567$37,8300.02%
279QURATE RETAIL INC74915M10011,191$7,0500.00%