Baker Tilly Wealth Management, LLC Incresed Positions in Q4 2024

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
80.5K
+ 775.1%
$36.85 - $39.99 $2.97M - $3.22M
90.9K $3.37M
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
PLTR
Palantir Technologies Inc.

Technology
1.47K
+ 7.32%
$36.46 - $82.38 $53.7K - $121K
21.6K $1.63M
NVDA
Nvidia Corp

Technology
469
+ 0.8%
$117.0 - $148.88 $54.9K - $69.8K
59K $7.92M
NFLX
Netflix Inc

Communication Services
161
+ 5.01%
$687.65 - $936.56 $111K - $151K
3.38K $3.01M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
459
+ 4.24%
$205.18 - $250.29 $94.2K - $115K
11.3K $2.71M
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
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
SPYG
Spdr Portfolio

ETFs
1.69K
+ 6.44%
$81.74 - $91.38 $138K - $155K
28K $2.46M
MET
Metlife Inc

Financial Services
3.23K
+ 34.78%
$78.15 - $88.25 $253K - $285K
12.5K $1.03M
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
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
ORCL
Oracle Corp

Technology
1.34K
+ 7.34%
$165.41 - $192.43 $222K - $258K
19.6K $3.26M
NOC
Northrop Grumman Corp

Industrials
445
+ 46.45%
$466.52 - $543.88 $208K - $242K
1.4K $658K
TXN
Texas Instruments Inc

Technology
740
+ 24.78%
N/A
3.73K $725K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
200
+ 4.2%
$229.83 - $258.46 $46K - $51.7K
4.96K $1.23M
SQ
Block, Inc.

Technology
219
+ 4.04%
$65.06 - $98.92 $14.2K - $21.7K
5.64K $479K
KKR
Kkr & Co. Inc.

Financial Services
81
+ 1.4%
$129.87 - $162.87 $10.5K - $13.2K
5.89K $870K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.53K
+ 41.93%
$44.33 - $49.55 $112K - $125K
8.56K $384K
TRV
Travelers Companies, Inc.

Financial Services
351
+ 9.37%
$225.97 - $266.66 $79.3K - $93.6K
4.1K $986K
GLDM
World Gold Trust

ETFs
2.17K
+ 4.3%
$50.76 - $55.23 $110K - $120K
52.5K $2.73M
SEIC
Sei Investments CO

Financial Services
366
+ 6.61%
$69.36 - $86.58 $25.4K - $31.7K
5.9K $486K
BAC
Bank Of America Corp

Financial Services
572
+ 3.17%
$39.22 - $47.77 $22.4K - $27.3K
18.6K $817K
ARES
Ares Management Corp

Financial Services
259
+ 10.34%
$153.38 - $183.7 $39.7K - $47.6K
2.76K $489K
LYV
Live Nation Entertainment, Inc.

Communication Services
225
+ 7.2%
$109.06 - $140.54 $24.5K - $31.6K
3.35K $433K
UNP
Union Pacific Corp

Industrials
664
+ 18.75%
$223.15 - $249.32 $148K - $166K
4.21K $958K
DMLP
Dorchester Minerals, L.P.

Energy
1.61K
+ 15.4%
$30.69 - $34.41 $49.5K - $55.5K
12.1K $402K
ISRG
Intuitive Surgical Inc

Healthcare
91
+ 7.82%
$471.27 - $550.62 $42.9K - $50.1K
1.26K $655K
FICO
Fair Isaac Corp

Technology
37
+ 16.59%
$1911.01 - $2382.4 $70.7K - $88.1K
260 $517K
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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