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Home > Institutional Investor > Baker Tilly Financial, Llc > Profile

Instuitional Investor - Baker Tilly Financial, Llc

Fund Profile
Filing Period:
Fund Name: Baker Tilly Financial, Llc
Portfolio Value $279,972,721
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 50,428 $28,644,807 10.23%
2.
Putnam Etf Trust
 333,961 $13,435,261 4.8%
3.
Nvidia Corp
 NVDA 62,409 $9,859,979 3.52%
4.
Microsoft Corp
 MSFT 18,424 $9,164,142 3.27%
5.
Invesco Qqq Tr
 13,505 $7,449,793 2.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)