BAKER TILLY WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationmadison, WI
- Num holdings
237
- Value ($000)
$254,996
- Date Filed01/10/2025
- Form type13F-HR
- CIK0001840565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $24.76M | 10 % | 45,955 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $8.70M | 3 % | 139,555 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.92M | 3 % | 58,975 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.43M | 3 % | 17,620 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.63M | 3 % | 12,967 | ||
AAPL APPLE INC | COM | 037833100 | $6.36M | 3 % | 25,382 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.98M | 2 % | 35,318 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.91M | 2 % | 26,930 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.90M | 2 % | 10,818 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $4.87M | 2 % | 20,107 |
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