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BAKER TILLY WEALTH MANAGEMENT, LLC13F | |
| BAKER TILLY WEALTH MANAGEMENT, LLC | |
| Last update 2025-04-09 | 237 Stocks (16 new) |
| Value $255.00 Mil | Turnover 10 % |
BAKER TILLY WEALTH MANAGEMENT,... Top Holdings of 2025-03-31
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| 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
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| 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)
BAKER TILLY WEALTH MANAGEMENT, LLC's Asset Allocation
BAKER TILLY WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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BAKER TILLY WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
BAKER TILLY WEALTH MANAGEMENT, LLC News
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