BAKER TILLY WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 10, 2025
Value $
$255M
Signature - Title
Barbara Olson - Chief Compliance Officer
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by BAKER TILLY WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BAKER TILLY WEALTH MANAGEMENT, LLC reported 237 stock holdings with total value $255M as of Q4 2024. Top holdings included VOO, IJH, NVDA, MSFT, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 237 $255M +$34.2M -$9.68M +$24.5M VOO, IJH, NVDA, MSFT, QQQ 13F-HR 1/10/2025, 10:06 AM
Q3 2024 234 $226M +$17.9M -$49.3M -$31.4M VOO, IJH, MSFT, NVDA, QQQ 13F-HR 10/24/2024, 03:49 PM
Q2 2024 279 $244M +$13.2M -$322M -$308M VOO, MSFT, AAPL, IJH, NVDA 13F-HR 7/18/2024, 03:54 PM
Q1 2024 414 $553M +$34.2M -$117M -$83.3M SNOW, MSFT, JPST, VOO, AMZN 13F-HR 5/9/2024, 11:17 AM
Q4 2023 462 $609M +$37.5M -$101M -$63M SNOW, MSFT, JPST, SPYG, VOO 13F-HR 1/10/2024, 12:14 PM
Q3 2023 456 $607M +$15M -$319M -$304M TDY, SNOW, JPST, SPYG, MSFT 13F-HR 10/10/2023, 12:24 PM
Q2 2023 547 $953M +$49M -$47.1M +$1.88M SNOW, MSFT, TDY, AAPL, AMZN 13F-HR 7/20/2023, 03:21 PM
Q1 2023 547 $889M +$93.7M -$74.3M +$19.4M TDY, MSFT, SNOW, AAPL, AMZN 13F-HR 4/12/2023, 02:53 PM
Q4 2022 538 $811M +$102M -$68.8M +$33M TDY, SNOW, MSFT, AAPL, AMZN 13F-HR 1/26/2023, 12:23 PM
Q3 2022 507 $733M +$71.3M -$45.6M +$25.7M SNOW, TDY, SPYG, MSFT, AAPL 13F-HR 10/20/2022, 04:01 PM
Q2 2022 491 $762M +$73.3M -$46.2M +$27M TDY, SNOW, MSFT, AAPL, AMZN 13F-HR 7/28/2022, 05:16 PM
Q1 2022 517 $904M +$112M -$73.9M +$37.8M SNOW, TDY, MSFT, AAPL, AMZN 13F-HR 4/27/2022, 11:18 AM
Q4 2021 524 $931M +$164M -$44.6M +$119M SNOW, TDY, MSFT, AAPL, SPYG 13F-HR 2/8/2022, 12:40 PM
Q3 2021 500 $757M +$163M -$23.9M +$139M SNOW, TDY, MSFT, AAPL, AMZN 13F-HR 11/2/2021, 02:45 PM
Q2 2021 490 $620M +$115M -$18.6M +$96M TDY, MSFT, AAPL, SPYG, JMST 13F-HR 7/30/2021, 04:34 PM
Q1 2021 461 $488M +$176M -$23.4M +$153M MSFT, AAPL, SPYG, JMST, AMZN 13F-HR 4/28/2021, 03:17 PM
Q4 2020 337 $324M $0 $0 AAPL, JMST, SPYG, MSFT, SPY 13F-HR 2/3/2021, 04:23 PM