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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
VOOVanguard Index Fds
Recent Activity
Increased 7.22%
9.72%
$24.761M
45,955 shares@ $538.82 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.81%
3.11%
$7.92M
58,975 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.77%
2.92%
$7.427M
17,620 shares@ $421.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.89%
2.6%
$6.629M
12,967 shares@ $511.22 avg price
AAPLApple Inc
Recent Activity
Increased 3.19%
2.5%
$6.356M
25,382 shares@ $250.42 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.03%
2.32%
$5.908M
26,930 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 32.25%
1.93%
$4.904M
10,818 shares@ $453.29 avg price
TSLATesla Inc
Recent Activity
Increased 5.91%
1.85%
$4.695M
11,626 shares@ $403.85 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.58%
1.8%
$4.579M
24,190 shares@ $189.3 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 44.04%
1.79%
$4.539M
90,512 shares@ $50.16 avg price