BAKER TILLY WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmadison, WI
- CIK0001840565
- Alternate namesBAKER TILLY FINANCIAL, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
237 | $255.00M | VOO, IJH, NVDA, MSFT | 13F-HR | Jan 10, 2025 | 000184056525000001 | ||
234 | $225.97M | VOO, IJH, MSFT, NVDA | 13F-HR | Oct 24, 2024 | 000184056524000007 | ||
279 | $244.49M | VOO, MSFT, AAPL, IJH | 13F-HR | Jul 18, 2024 | 000184056524000005 | ||
414 | $553.10M | SNOW, MSFT, JPST, VOO | 13F-HR | May 9, 2024 | 000184056524000004 | ||
462 | $609.12M | SNOW, MSFT, JPST, KRE | 13F-HR | Jan 10, 2024 | 000184056524000001 | ||
456 | $606.98M | TDY, SNOW, JPST, KRE | 13F-HR | Oct 10, 2023 | 000184056523000004 | ||
547 | $952.55M | SNOW, MSFT, TDY, AAPL | 13F-HR | Jul 20, 2023 | 000184056523000003 | ||
547 | $889.50M | TDY, MSFT, SNOW, AAPL | 13F-HR | Apr 12, 2023 | 000184056523000002 | ||
539 | $812.05M | TDY, SNOW, MSFT, AAPL | 13F-HR | Jan 26, 2023 | 000184056523000001 | ||
508 | $733.86M | SNOW, TDY, KRE, MSFT | 13F-HR | Oct 20, 2022 | 000184056522000006 | ||
491 | $762.27M | TDY, SNOW, MSFT, AAPL | 13F-HR | Jul 28, 2022 | 000184056522000003 | ||
517 | $903.55M | SNOW, TDY, MSFT, AAPL | 13F-HR | Apr 27, 2022 | 000184056522000002 | ||
526 | $931.62M | SNOW, TDY, MSFT, AAPL | 13F-HR | Feb 8, 2022 | 000184056522000001 | ||
502 | $757.09M | SNOW, TDY, MSFT, AAPL | 13F-HR | Nov 2, 2021 | 000184056521000005 | ||
491 | $620.06M | TDY, MSFT, AAPL, KRE | 13F-HR | Jul 30, 2021 | 000184056521000004 | ||
461 | $488.29M | MSFT, AAPL, KRE, JMST | 13F-HR | Apr 28, 2021 | 000184056521000003 | ||
337 | $323.99M | AAPL, JMST, KRE, MSFT | 13F-HR | Feb 3, 2021 | 000184056521000001 |