| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 15 | Q2 2024 | 3.8% |
| APPLE INC | 15 | Q2 2024 | 4.3% |
| AMAZON COM INC | 15 | Q2 2024 | 2.7% |
| SPDR SER TR | 15 | Q2 2024 | 3.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 8.2% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 3.0% |
| VISA INC | 15 | Q2 2024 | 1.6% |
| ALPHABET INC | 15 | Q2 2024 | 2.0% |
| ALPHABET INC | 15 | Q2 2024 | 1.5% |
| META PLATFORMS INC | 15 | Q2 2024 | 1.7% |
View BAKER TILLY WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-20 |
View BAKER TILLY WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.