Barbara Olson

@Baker Tilly Wealth Management, Llc

Latest period2024 - Q4

Reported9d ago

Managed Assets$254.996M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IDXXIdexx Labs Inc Recent Activity Exited	0%	$221,286 438 shares@ $505.22 avg price	Exited
HDVIshares Tr Recent Activity Exited	0%	$218,744 1,860 shares@ $117.61 avg price	Exited
QUALIshares Tr Recent Activity Exited	0%	$212,660 1,186 shares@ $179.31 avg price	Exited
HSYHershey Co Recent Activity Exited	0%	$212,492 1,108 shares@ $191.78 avg price	Exited