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Barbara Olson

@Baker Tilly Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$254.996MTotal holdings237
Assets growth rate12.85%Assets growth rate (2-Q avg)2.64%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baker Tilly Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Baker Tilly Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 254.996M in assets, with a quarterly growth rate of 12.85% and a 2-quarter average growth rate of 2.64%. The portfolio is managed by Barbara Olson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJHIshares Tr
Recent Activity
Decreased -2.15%
3.42%
$8.696M
139,555 shares@ $62.32 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.26%
1.91%
$4.869M
20,107 shares@ $242.14 avg price
IVVIshares Tr
Recent Activity
Decreased -5.21%
0.89%
$2.259M
3,837 shares@ $588.65 avg price
SCTXXSchwab Charles Family Fd
Recent Activity
Decreased -1%
0.79%
$1.99M
1.99M shares@ $1.0 avg price
BABoeing Co
Recent Activity
Decreased -3.19%
0.76%
$1.928M
10,893 shares@ $177.0 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -10.5%
0.59%
$1.501M
27,739 shares@ $54.13 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.8%
0.51%
$1.299M
3,339 shares@ $388.94 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -5.95%
0.49%
$1.224M
11,380 shares@ $107.57 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -12.43%
0.45%
$1.131M
11,369 shares@ $99.48 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.23%
0.45%
$1.123M
22,286 shares@ $50.38 avg price