BAKER TILLY WEALTH MANAGEMENT, LLC

Q1 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    237

  • Value ($000)

    $255,043

  • Date Filed
    04/09/2025
  • Form type
    13F-HR
  • CIK
    0001840565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$25.29M
10 %

49,217

PVAL
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$10.82M
4 %

284,173

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$7.33M
3 %

125,659

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.90M
3 %

18,394

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.80M
3 %

62,740

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.18M
2 %

13,187

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.82M
2 %

10,920

AAPL
AAPL

APPLE INC

COM
037833100
$5.69M
2 %

25,606

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$5.67M
2 %

19,674

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.21M
2 %

27,363

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