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CIK: 0001840565
Total reported value
$470.8M
$470.8M
237 檔
11.8%
At the close of Q4 2024, Baker Tilly Wealth Management, LLC disclosed equity holdings valued at approximately $470.8M, spread across 237 reported holdings.
During Q4 2024, Baker Tilly Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.71% | +0.39% | +7.21% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.41% | +0.31% | -2.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | +0.22% | +0.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.08% | +1.76% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.60% | +0.58% | +1.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.03% | +3.18% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.34% | -0.01% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | +0.06% | +0.03% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.78% | +32.25% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 1.91% | -0.34% | -0.27% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.84% | -0.05% | +5.90% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.10% | +4.57% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.78% | +0.02% | +44.04% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.22% | +5.68% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.02% | +5.22% | |
| 16 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.32% | +0.59% | +775.10% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.03% | +7.34% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.18% | -0.24% | +5.01% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.07% | -0.67% | +4.30% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.02% | +4.24% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | — | — | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | +1.75% | +6.44% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.07% | -5.21% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.01% | +3.30% | |
| 25 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.78% | — | -1.00% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | — | +706.65% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.04% | -3.20% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.04% | +2.52% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.02% | +215.17% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.06% | +7.60% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | +0.33% | +7.32% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.60% | -0.06% | +3.18% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.59% | -0.10% | -10.51% | |
| 34 | VMC | Vulcan Materials Co | Stock-Materials | 0.58% | -0.04% | +12.21% | |
| 35 | ADSK | Autodesk Inc | Stock-Tech | 0.56% | -0.06% | +2.37% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | +0.03% | +31.51% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.55% | -0.01% | +5.21% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.06% | +0.39% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.07% | -3.80% | |
| 40 | SRE | Sempra | Stock-Utilities | 0.51% | -0.05% | +10.78% | |
| 41 | ENB | Enbridge Inc | Stock-Energy | 0.49% | — | +9.62% | |
| 42 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.48% | -0.05% | +4.20% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.16% | -5.95% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.01% | -12.44% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.14% | -2.24% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.02% | +6.74% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | -0.03% | +164.74% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.11% | +20.87% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.41% | -0.06% | +10.06% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.01% | -2.40% |
According to official SEC Form 13F filings, Baker Tilly Wealth Management, LLC reported a total U.S. public equity portfolio value of $470.8M across 237 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, NVDA) accounted for 11.8% of total reported equity market value during Q4 2024.
During Q4 2024, Baker Tilly Wealth Management, LLC's top holdings by market value included VOO (9.7%)、IJH (3.4%)、NVDA (3.1%). The largest single position, VOO, represented 9.7% of total portfolio value.
In Q4 2024, Baker Tilly Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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