Baker Tilly Wealth Management, LLC Portfolio Holdings
Baker Tilly Wealth Management, LLC
- $249 Million
- Q1 2025
Baker Tilly Wealth Management, LLC has filed its 13F form on April 09, 2025 for Q1 2025 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 $25.2M, Putnam ETF Tr Putnam Focused L with a value of $10.7M, Ishares Core S&P Mid Cap ETF with a value of $7.31M, Microsoft Corp with a value of $6.9M, and Nvidia Corp with a value of $6.8M.
Examining the 13F form we can see an increase of $188K in the current position value, from $249M 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: $84.4 Million
Technology: $37.1 Million
Financial Services: $27.7 Million
Communication Services: $18.1 Million
Healthcare: $18 Million
Consumer Cyclical: $16.9 Million
Industrials: $12.2 Million
Consumer Defensive: $7.22 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 237
- Current Value $249 Million
- Prior Value $249 Million
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 142 stocks
- Sold out of 0 stocks
- Reduced holdings in 70 stocks