BT

BAKER TILLY WEALTH MANAGEMENT, LLC

13F
BAKER TILLY WEALTH MANAGEMENT, LLC
Last update 2025-04-09 237 Stocks (16 new)
Value $255.00 Mil Turnover 10 %
Countries:
BAKER TILLY WEALTH MANAGEMENT,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
49,217
25,293.3
+7.10%
9.920
+0.66%
0.000
+19.60%
+7.37%
656,425.4
 
PVAL
Putnam Focused Large Cap Value ETF
284,173
10,821.3
+212.57%
4.240
+2.88%
0.410
+17.78%
+11.11%
3,609.2
 
IJH
iShares Core S&P Mid-Cap ETF
125,659
7,332.2
-9.96%
2.870
-0.34%
0.010
+19.77%
+3.47%
97,988.1
 
MSFT
Microsoft Corp
18,394
6,904.9
+4.39%
2.710
+0.11%
0.000
+31.18%
+18.92%
3,711,292.1
Software
NVDA
NVIDIA Corp
62,740
6,799.7
+6.38%
2.670
+0.16%
0.000
+50.53%
+20.59%
3,948,711.3
Semiconductors
QQQ
INVESCO QQQ Trust
13,187
6,183.5
+1.70%
2.420
+0.04%
0.000
+24.35%
+8.69%
355,935.0
 
BRK.B
Berkshire Hathaway Inc
10,920
5,815.8
+0.94%
2.280
+0.02%
0.000
-7.31%
+5.47%
1,032,068.7
Insurance
AAPL
Apple Inc
25,606
5,687.9
+0.88%
2.230
+0.02%
0.000
+12.06%
-14.69%
3,182,973.9
Hardware
GLD
SPDR Gold Shares ETF
19,674
5,668.9
-2.15%
2.220
-0.04%
0.010
+4.61%
+26.31%
101,873.4
 
AMZN
Amazon.com Inc
27,363
5,206.1
+1.61%
2.040
+0.03%
0.000
+22.12%
+0.88%
2,349,505.0
Retail - Cyclical

BAKER TILLY WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

BAKER TILLY WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PVAL
Putnam Focused Large Cap Value ETF
2025-03-31
Add
Add
+2.88%
36.8 ($38.31) 39.59
$40.99
7.00%
Add 212.57%
284,173
193,259
VTV
Vanguard Value ETF
2025-03-31
Reduce
Reduce
-2.12%
167.73 ($174.39) 179.21
$179.70
3.04%
Reduce -89.68%
3,646
-31,672
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.93%
190.34 ($198.85) 205.23
$207.64
4.42%
Reduce -90.7%
1,226
-11,962
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.66%
507.05 ($540.58) 563.67
$574.77
6.32%
Add 7.1%
49,217
3,262
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.39%
369.1 ($404.54) 427.61
$441.51
9.14%
Reduce -53.29%
2,105
-2,402
CVS
CVS Health Corp
2025-03-31
New Buy
New Buy
+0.35%
44.22 ($59.84) 68.64
$66.30
10.80%
New holding
13,097
13,097
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-0.34%
57.21 ($62.1) 65.8
$64.16
3.32%
Reduce -9.96%
125,659
-13,896
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
New Buy
New Buy
+0.32%
48.08 ($51.4) 53.73
$54.86
6.73%
New holding
16,693
16,693
GLDM
SPDR Gold MiniShares Trust
2025-03-31
Add
Add
+0.31%
52.19 ($56.8) 61.89
$65.75
15.75%
Add 24.43%
65,320
12,825
JMUB
JPMorgan Municipal ETF
2025-03-31
Add
Add
+0.23%
49.69 ($50.25) 50.78
$49.53
-1.43%
Add 13.13%
102,392
11,880

BAKER TILLY WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

BAKER TILLY WEALTH MANAGEMENT, LLC's Asset Allocation

To

BAKER TILLY WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BAKER TILLY WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

BAKER TILLY WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BAKER TILLY WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

BAKER TILLY WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

BAKER TILLY WEALTH MANAGEMENT, LLC News

  • 1

Discussions on BAKER TILLY WEALTH MANAGEMENT, LLC

No discussions yet.