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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
IWDIshares Tr
Recent Activity
New Position
0.12%
$290,099
1,567 shares@ $185.14 avg price
IVEIshares Tr
Recent Activity
New Position
0.12%
$289,565
1,517 shares@ $190.89 avg price
ITMVaneck Etf Trust
Recent Activity
New Position
0.11%
$276,416
5,996 shares@ $46.11 avg price
VVVanguard Index Fds
Recent Activity
New Position
0.11%
$260,261
965 shares@ $269.71 avg price
SPSBSpdr Ser Tr
Recent Activity
New Position
0.09%
$225,025
7,536 shares@ $29.87 avg price
AJGGallagher Arthur J & Co
Recent Activity
New Position
0.09%
$216,010
761 shares@ $283.86 avg price
LUVSouthwest Airls Co
Recent Activity
New Position
0.09%
$204,847
6,093 shares@ $33.63 avg price