Baker Tilly Wealth Management, LLC Portfolio Holdings
Baker Tilly Wealth Management, LLC
- $249 Million
- Q4 2024
Baker Tilly Wealth Management, LLC has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $249 Million distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24.8M, Ishares Core S&P Mid Cap ETF with a value of $8.7M, Nvidia Corp with a value of $7.92M, Microsoft Corp with a value of $7.43M, and Invesco Qqq Trust, Series 1 with a value of $6.63M.
Examining the 13F form we can see an increase of $29.5M in the current position value, from $220M to 249M.
Below you can find more details about Baker Tilly Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$249 Million
ETFs: $92.6 Million
Technology: $42.4 Million
Financial Services: $26.3 Million
Consumer Cyclical: $18.9 Million
Communication Services: $18.7 Million
Healthcare: $14.1 Million
Industrials: $10.8 Million
Energy: $6.56 Million
Other: $15.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 237
- Current Value $249 Million
- Prior Value $220 Million
- Filing
- Period Q4 2024
- Filing Date January 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 17 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 93 stocks