Baker Tilly Wealth Management, LLC Top Holdings and 13F Report (2025) About Baker Tilly Wealth Management, LLCInvestment ActivityBaker Tilly Wealth Management, LLC has $255.00 million in total holdings as of December 31, 2024.Baker Tilly Wealth Management, LLC owns shares of 237 different stocks, but just 96 companies or ETFs make up 80% of its holdings.Approximately 13.41% of the portfolio was purchased this quarter.About 3.80% of the portfolio was sold this quarter.This quarter, Baker Tilly Wealth Management, LLC has purchased 234 new stocks and bought additional shares in 118 stocks.Baker Tilly Wealth Management, LLC sold shares of 93 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $24,761,045iShares Core S&P Mid-Cap ETF $8,695,698NVIDIA $7,919,720Microsoft $7,426,936Invesco QQQ $6,628,921 Largest New Holdings this Quarter Vanguard Value ETF $5,979,337 HoldingVanguard Dividend Appreciation ETF $2,582,619 HoldingDimensional U.S. Core Equity 2 ETF $842,751 HoldingSPDR MSCI ACWI ex-US ETF $713,616 HoldingiShares National Muni Bond ETF $549,691 Holding Largest Purchases this Quarter Vanguard Value ETF 35,318 shares (about $5.98M)Putnam Focused Large Cap Value ETF 80,525 shares (about $2.99M)Vanguard Dividend Appreciation ETF 13,188 shares (about $2.58M)iShares Core S&P Total U.S. Stock Market ETF 13,384 shares (about $1.72M)Vanguard S&P 500 ETF 3,091 shares (about $1.67M) Largest Sales this Quarter Apollo Global Management 2,425 shares (about $400.51K)SPDR S&P 500 ETF Trust 642 shares (about $376.24K)American Tower 1,404 shares (about $257.54K)iShares ESG Aware MSCI USA ETF 1,706 shares (about $219.78K)ServiceNow 200 shares (about $212.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaker Tilly Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$24,761,045$1,665,464 ▲7.2%45,9559.7%ETFIJHiShares Core S&P Mid-Cap ETF$8,695,698$191,791 ▼-2.2%139,5553.4%ETFNVDANVIDIA$7,919,720$62,982 ▲0.8%58,9753.1%Computer and TechnologyMSFTMicrosoft$7,426,936$128,559 ▲1.8%17,6202.9%Computer and TechnologyQQQInvesco QQQ$6,628,921$122,692 ▲1.9%12,9672.6%FinanceAAPLApple$6,356,157$196,079 ▲3.2%25,3822.5%Computer and TechnologyVTVVanguard Value ETF$5,979,337$5,979,337 ▲New Holding35,3182.3%ETFAMZNAmazon.com$5,908,179$1,755 ▲0.0%26,9302.3%Retail/WholesaleBRK.BBerkshire Hathaway$4,903,612$1,195,760 ▲32.2%10,8181.9%FinanceGLDSPDR Gold Shares$4,868,508$13,075 ▼-0.3%20,1071.9%FinanceTSLATesla$4,695,044$261,688 ▲5.9%11,6261.8%Auto/Tires/TrucksGOOGLAlphabet$4,579,107$200,277 ▲4.6%24,1901.8%Computer and TechnologyJMUBJPMorgan Municipal ETF$4,539,198$1,387,757 ▲44.0%90,5121.8%ETFMETAMeta Platforms$4,522,911$242,978 ▲5.7%7,7251.8%Computer and TechnologyVVisa$3,829,378$189,936 ▲5.2%12,1171.5%Business ServicesPVALPutnam Focused Large Cap Value ETF$3,374,737$2,989,096 ▲775.1%90,9141.3%ETFORCLOracle$3,263,544$223,302 ▲7.3%19,5841.3%Computer and TechnologyNFLXNetflix$3,009,096$143,503 ▲5.0%3,3761.2%Consumer DiscretionaryGLDMSPDR Gold MiniShares Trust$2,729,215$112,558 ▲4.3%52,4951.1%FinanceJPMJPMorgan Chase & Co.$2,705,041$110,023 ▲4.2%11,2851.1%FinanceVIGVanguard Dividend Appreciation ETF$2,582,619$2,582,619 ▲New Holding13,1881.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,460,190$148,812 ▲6.4%27,9891.0%ETFIVViShares Core S&P 500 ETF$2,258,643$124,205 ▼-5.2%3,8370.9%ETFGOOGAlphabet$2,060,357$65,892 ▲3.3%10,8190.8%Computer and TechnologySCHWAB CHARLES FAMILY FD$1,989,788$20,139 ▼-1.0%1,989,7880.8%AMT TAX FREE MNYITOTiShares Core S&P Total U.S. Stock Market ETF$1,965,091$1,721,480 ▲706.7%15,2780.8%ETFBABoeing$1,928,061$63,720 ▼-3.2%10,8930.8%AerospaceAVGOBroadcom$1,898,282$46,599 ▲2.5%8,1880.7%Computer and TechnologyVUGVanguard Growth ETF$1,849,853$1,262,924 ▲215.2%4,5070.7%ETFDISWalt Disney$1,648,448$116,474 ▲7.6%14,8040.6%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$1,634,137$111,403 ▲7.3%21,6070.6%CL ASHOPShopify$1,535,086$47,317 ▲3.2%14,4370.6%Computer and TechnologyWMBWilliams Companies$1,501,240$176,269 ▼-10.5%27,7390.6%Oils/EnergyVMCVulcan Materials$1,469,997$159,989 ▲12.2%5,7150.6%ConstructionADSKAutodesk$1,431,741$33,104 ▲2.4%4,8440.6%Computer and TechnologyVOVanguard Mid-Cap ETF$1,429,629$342,551 ▲31.5%5,4130.6%ETFCRMSalesforce$1,404,582$69,544 ▲5.2%4,2010.6%Computer and TechnologyPGProcter & Gamble$1,389,660$5,365 ▲0.4%8,2890.5%Consumer StaplesHDHome Depot$1,298,668$51,340 ▼-3.8%3,3390.5%Retail/WholesaleSRESempra$1,294,110$125,964 ▲10.8%14,7530.5%UtilitiesENBEnbridge$1,238,867$108,748 ▲9.6%29,1980.5%Oils/EnergyHLTHilton Worldwide$1,225,706$49,434 ▲4.2%4,9590.5%Consumer DiscretionaryXOMExxon Mobil$1,224,124$77,449 ▼-6.0%11,3800.5%Oils/EnergyMRKMerck & Co., Inc.$1,130,957$160,656 ▼-12.4%11,3690.4%MedicalJPSTJPMorgan Ultra-Short Income ETF$1,122,556$25,689 ▼-2.2%22,2860.4%ETFRTXRTX$1,118,062$70,588 ▲6.7%9,6620.4%AerospaceSCHDSchwab US Dividend Equity ETF$1,088,748$677,503 ▲164.7%39,8520.4%ETFLLYEli Lilly and Company$1,055,314$182,190 ▲20.9%1,3670.4%MedicalTMUST-Mobile US$1,048,239$95,796 ▲10.1%4,7490.4%Computer and TechnologyKOCoca-Cola$1,030,076$25,277 ▼-2.4%16,5450.4%Consumer StaplesMETMetLife$1,025,764$264,711 ▲34.8%12,5280.4%FinanceBDXBecton, Dickinson and Company$992,719$52,857 ▼-5.1%4,3760.4%MedicalTRVTravelers Companies$986,814$84,543 ▲9.4%4,0970.4%FinanceDFUVDimensional US Marketwide Value ETF$970,5000.0%23,7170.4%ETFLINDE PLC$966,453$119,341 ▼-11.0%2,3080.4%SHSUNPUnion Pacific$959,018$151,436 ▲18.8%4,2050.4%TransportationSBUXStarbucks$925,128$53,383 ▼-5.5%10,1380.4%Retail/WholesaleAPOApollo Global Management$922,899$400,506 ▼-30.3%5,5880.4%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$919,497$184,104 ▼-16.7%17,9800.4%ETFSPLGSPDR Portfolio S&P 500 ETF$919,108$82,314 ▼-8.2%13,3320.4%ETFMNSTMonster Beverage$917,435$53,664 ▲6.2%17,4550.4%Consumer StaplesSAPSAP$909,500$120,397 ▼-11.7%3,6940.4%Computer and TechnologyQCOMQUALCOMM$905,178$125,668 ▼-12.2%5,8920.4%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$892,658$9,652 ▲1.1%38,8450.4%ETFKKRKKR & Co. Inc.$870,561$11,980 ▲1.4%5,8860.3%FinanceTDGTransDigm Group$863,018$124,193 ▲16.8%6810.3%AerospaceCOFCapital One Financial$860,200$89,158 ▲11.6%4,8240.3%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$854,035$28,294 ▼-3.2%25,0230.3%ETFORLYO'Reilly Automotive$851,404$32,017 ▲3.9%7180.3%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$842,751$842,751 ▲New Holding24,3640.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$840,828$52,256 ▲6.6%10,4750.3%ETFJNJJohnson & Johnson$836,277$93,562 ▼-10.1%5,7830.3%MedicalBACBank of America$817,952$25,139 ▲3.2%18,6110.3%FinanceTMOThermo Fisher Scientific$808,464$23,931 ▼-2.9%1,5540.3%MedicalHEI.AHEICO$800,715$4,838 ▲0.6%4,3030.3%AerospaceIWFiShares Russell 1000 Growth ETF$787,498$458,604 ▲139.4%1,9610.3%ETFCMCSAComcast$785,340$201,233 ▼-20.4%20,9260.3%Consumer DiscretionaryDFATDimensional U.S. Targeted Value ETF$775,9000.0%13,9400.3%ETFDFIVDimensional International Value ETF$775,2730.0%21,8510.3%ETFBNBrookfield$773,679$20,625 ▼-2.6%13,4670.3%FinanceVRTXVertex Pharmaceuticals$763,519$158,261 ▼-17.2%1,8960.3%MedicalNVONovo Nordisk A/S$723,944$163,610 ▼-18.4%8,4160.3%MedicalCWISPDR MSCI ACWI ex-US ETF$713,616$713,616 ▲New Holding25,5410.3%ETFMAMastercard$711,534$3,687 ▼-0.5%1,3510.3%Business ServicesAVBAvalonBay Communities$701,574$68,639 ▲10.8%3,1890.3%FinanceTXNTexas Instruments$698,661$138,757 ▲24.8%3,7260.3%Computer and TechnologyABBVAbbVie$691,285$16,705 ▲2.5%3,8900.3%MedicalWMWaste Management$682,781$58,311 ▲9.3%3,3840.3%Business ServicesAPDAir Products and Chemicals$672,075$45,250 ▲7.2%2,3170.3%Basic MaterialsNOCNorthrop Grumman$658,334$208,809 ▲46.5%1,4030.3%AerospaceISRGIntuitive Surgical$655,060$47,498 ▲7.8%1,2550.3%MedicalACNAccenture$654,681$76,338 ▼-10.4%1,8610.3%Computer and TechnologyULUnilever$649,555$445,889 ▲218.9%11,4560.3%Consumer StaplesSDYSPDR S&P Dividend ETF$644,252$2,246 ▲0.3%4,8770.3%ETFHLNHaleon$642,848$77,074 ▲13.6%67,3840.3%MedicalBROBrown & Brown$633,388$4,183 ▲0.7%6,2080.2%FinanceMSCIMSCI$626,461$35,403 ▲6.0%1,0440.2%FinanceCVXChevron$621,489$38,671 ▼-5.9%4,2910.2%Oils/EnergyAZNAstraZeneca$620,151$76,331 ▲14.0%9,4650.2%MedicalFCXFreeport-McMoRan$617,653$79,244 ▲14.7%16,2200.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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