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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
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
METAMeta Platforms Inc
Recent Activity
Increased 5.68%
1.78%
$4.523M
7,725 shares@ $585.5 avg price
VVisa Inc
Recent Activity
Increased 5.22%
1.51%
$3.829M
12,117 shares@ $316.04 avg price
PVALPutnam Etf Trust
Recent Activity
Increased 775.1%
1.33%
$3.375M
90,914 shares@ $37.13 avg price
ORCLOracle Corp
Recent Activity
Increased 7.35%
1.28%
$3.264M
19,584 shares@ $166.65 avg price
NFLXNetflix Inc
Recent Activity
Increased 5.01%
1.19%
$3.009M
3,376 shares@ $891.32 avg price
GLDMWorld Gold Tr
Recent Activity
Increased 4.31%
1.08%
$2.729M
52,495 shares@ $51.99 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 4.24%
1.07%
$2.705M
11,285 shares@ $239.71 avg price