Baker Tilly Wealth Management, LLC Purchases in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
35.3K
New
$168.32 - $181.87 $5.94M - $6.42M
35.3K $5.98M
PVAL
Putnam ETF Tr Putnam Focused L
80.5K
+ 775.1%
$36.85 - $39.99 $2.97M - $3.22M
90.9K $3.37M
VIG
Vanguard Dividend Appreciation

ETFs
13.2K
New
N/A
13.2K $2.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.09K
+ 7.21%
$521.84 - $558.82 $1.61M - $1.73M
46K $24.8M
TSLA
Tesla, Inc.

Consumer Cyclical
648
+ 5.9%
$213.65 - $479.86 $138K - $311K
11.6K $4.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
13.4K
+ 706.65%
$124.26 - $134.12 $1.66M - $1.8M
15.3K $1.97M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
27.7K
+ 44.04%
$50.02 - $51.24 $1.38M - $1.42M
90.5K $4.54M
VUG
Vanguard Growth ETF

ETFs
3.08K
+ 215.17%
$378.79 - $428.11 $1.17M - $1.32M
4.51K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.64K
+ 32.25%
$442.29 - $483.08 $1.17M - $1.27M
10.8K $4.9M
AMZN
Amazon Com Inc

Consumer Cyclical
8
+ 0.03%
$180.88 - $232.93 $1.45K - $1.86K
26.9K $5.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
24.4K
New
$33.92 - $36.6 $826K - $892K
24.4K $842K
NVDA
Nvidia Corp

Technology
469
+ 0.8%
$117.0 - $148.88 $54.9K - $69.8K
59K $7.92M
GOOGL
Alphabet Inc.

Communication Services
1.06K
+ 4.57%
$161.86 - $196.66 $171K - $208K
24.2K $4.58M
NFLX
Netflix Inc

Communication Services
161
+ 5.01%
$687.65 - $936.56 $111K - $151K
3.38K $3.01M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
25.5K
New
$27.88 - $30.51 $712K - $779K
25.5K $713K
V
Visa Inc.

Financial Services
601
+ 5.22%
$273.87 - $320.91 $165K - $193K
12.1K $3.83M
AAPL
Apple Inc.

Technology
783
+ 3.18%
$221.69 - $259.02 $174K - $203K
25.4K $6.36M
MUB
Ishares National Muni Bond ETF

ETFs
5.16K
New
$105.78 - $108.7 $546K - $561K
5.16K $549K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.2K
New
$75.1 - $82.99 $540K - $597K
7.2K $544K
AVGO
Broadcom Inc.

Technology
201
+ 2.52%
$159.67 - $250.0 $32.1K - $50.3K
8.19K $1.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.14K
+ 139.44%
$370.24 - $418.94 $423K - $478K
1.96K $787K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.3K
New
$94.43 - $105.47 $406K - $453K
4.3K $436K
JPM
Jpmorgan Chase & CO

Financial Services
459
+ 4.24%
$205.18 - $250.29 $94.2K - $115K
11.3K $2.71M
IEFA
Ishares Tr

ETFs
6.04K
New
$70.06 - $77.43 $423K - $468K
6.04K $424K
QQQ
Invesco Qqq Trust, Series 1

ETFs
240
+ 1.89%
$481.22 - $538.17 $115K - $129K
13K $6.63M
UL
Unilever PLC

Consumer Defensive
7.86K
+ 218.93%
$56.7 - $64.64 $446K - $508K
11.5K $649K
SHOP
Shopify Inc.

Technology
445
+ 3.18%
$78.14 - $119.49 $34.8K - $53.2K
14.4K $1.54M
DFAX
Dimensional ETF Tr
16.3K
New
$24.76 - $27.04 $404K - $441K
16.3K $405K
META
Meta Platforms, Inc.

Communication Services
415
+ 5.68%
$554.08 - $632.68 $230K - $263K
7.73K $4.56M
VO
Vanguard Mid Cap ETF

ETFs
1.3K
+ 31.51%
$261.5 - $284.63 $339K - $369K
5.41K $1.43M
DIS
Walt Disney CO

Communication Services
1.05K
+ 7.6%
$92.39 - $117.6 $96.6K - $123K
14.8K $1.65M
CRM
Salesforce, Inc.

Technology
208
+ 5.21%
$270.87 - $367.87 $56.3K - $76.5K
4.2K $1.4M
GOOG
Alphabet Inc.

Communication Services
346
+ 3.3%
$163.08 - $198.16 $56.4K - $68.6K
10.8K $2.06M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.99K
New
$100.16 - $100.7 $299K - $301K
2.99K $299K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.57K
New
$183.23 - $199.79 $287K - $313K
1.57K $290K
IVE
Ishares S&P 500 Value ETF

ETFs
1.52K
New
$189.5 - $206.17 $287K - $313K
1.52K $289K
SPYG
Spdr Portfolio

ETFs
1.69K
+ 6.44%
$81.74 - $91.38 $138K - $155K
28K $2.46M
ITM
Vaneck Intermediate Muni ETF

ETFs
6K
New
$45.56 - $46.97 $273K - $282K
6K $276K
VV
Vanguard Large Cap ETF

ETFs
965
New
$260.27 - $280.65 $251K - $271K
965 $260K
MET
Metlife Inc

Financial Services
3.23K
+ 34.78%
$78.15 - $88.25 $253K - $285K
12.5K $1.03M
SPSB
Spdr Portfolio Short Term Corp

ETFs
7.54K
New
$29.77 - $30.19 $224K - $228K
7.54K $225K
AJG
Arthur J. Gallagher & Co.

Financial Services
761
New
$278.49 - $315.16 $212K - $240K
761 $216K
COF
Capital One Financial Corp

Financial Services
500
+ 11.56%
$145.19 - $192.01 $72.6K - $96K
4.82K $860K
EQT
Eqt Corp

Energy
3.02K
+ 44.48%
$35.62 - $46.89 $108K - $142K
9.81K $452K
LUV
Southwest Airlines CO

Industrials
6.09K
New
$28.99 - $34.84 $177K - $212K
6.09K $204K
VMC
Vulcan Materials CO

Basic Materials
622
+ 12.21%
$237.95 - $292.31 $148K - $182K
5.72K $1.47M
SRE
Sempra Energy

Utilities
1.44K
+ 10.78%
$80.81 - $94.77 $116K - $136K
14.8K $1.29M
TMUS
T Mobile Us, Inc.

Communication Services
434
+ 10.06%
$206.1 - $246.94 $89.4K - $107K
4.75K $1.05M
ENB
Enbridge Inc

Energy
2.56K
+ 9.62%
$40.4 - $43.92 $104K - $113K
29.2K $1.24M
Activity Summary
Buys All Purchases 135 New Holdings 17 Increased Positions 118 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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