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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
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$316,405
2,321 shares@ $136.33 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Exited
0%
$307,977
3,836 shares@ $80.29 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$288,950
4,595 shares@ $62.89 avg price
RYANRyan Specialty Holdings Inc
Recent Activity
Exited
0%
$272,465
4,104 shares@ $66.4 avg price
SBACSba Communications Corp New
Recent Activity
Exited
0%
$270,133
1,122 shares@ $240.77 avg price
KVUEKenvue Inc
Recent Activity
Exited
0%
$250,692
10,838 shares@ $23.14 avg price
CPCanadian Pacific Kansas City
Recent Activity
Exited
0%
$239,769
2,803 shares@ $85.55 avg price
LENLennar Corp
Recent Activity
Exited
0%
$229,101
1,222 shares@ $187.49 avg price
EFGIshares Tr
Recent Activity
Exited
0%
$226,398
2,103 shares@ $107.66 avg price
GOLDBarrick Gold Corp
Recent Activity
Exited
0%
$225,871
11,356 shares@ $19.9 avg price