Bartlett & Co. Wealth Management LLC Purchases in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Tempus Ai Inc Class A
400
+ 100.0%
N/A
800 $38.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
707
+ 13.73%
$157.11 - $206.52 $111K - $146K
5.86K $985M
PINS
Pinterest, Inc.

Communication Services
804
New
$29.79 - $40.0 $24K - $32.2K
804 $24.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
469
+ 26.04%
$92.71 - $107.38 $43.5K - $50.4K
2.27K $211M
CDNS
Cadence Design Systems Inc

Technology
109
+ 147.3%
$233.96 - $324.52 $25.5K - $35.4K
183 $46.5M
CHKP
Check Point Software Technologies LTD

Technology
10
+ 1.89%
$179.88 - $231.31 $1.8K - $2.31K
540 $123M
DOCS
Doximity, Inc.

Healthcare
413
New
$49.71 - $83.14 $20.5K - $34.3K
413 $24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
256
+ 23.29%
$120.24 - $134.3 $30.8K - $34.4K
1.36K $165M
NOW
Service Now, Inc.

Technology
70
+ 56.91%
$783.83 - $1170.39 $54.9K - $81.9K
193 $154M
SCHO
Schwab Short Term Us Treasury

ETFs
765
+ 5.02%
$24.1 - $24.34 $18.4K - $18.6K
16K $389M
AZN
Astrazeneca PLC

Healthcare
141
+ 10.0%
$65.37 - $77.96 $9.22K - $11K
1.55K $114M
TSCO
Tractor Supply CO

Consumer Cyclical
130
+ 1.84%
$51.66 - $57.94 $6.72K - $7.53K
7.18K $396M
SCHV
Schwab Strategic Tr Us Large C

ETFs
110
+ 0.3%
$25.77 - $27.6 $2.83K - $3.04K
36.3K $965M
DLB
Dolby Laboratories, Inc.

Industrials
266
New
$76.37 - $87.32 $20.3K - $23.2K
266 $21.4M
ANSS
Ansys Inc

Technology
66
New
$316.56 - $360.36 $20.9K - $23.8K
66 $20.9M
UBER
Uber Technologies, Inc

Technology
118
+ 12.37%
$63.17 - $81.49 $7.45K - $9.62K
1.07K $78.1M
ADSK
Autodesk, Inc.

Technology
198
+ 21.24%
N/A
1.13K $296M
SNOW
Snowflake Inc.

Technology
139
New
$146.16 - $192.78 $20.3K - $26.8K
139 $20.3M
LEN
Lennar Corp

Consumer Cyclical
176
New
$113.93 - $141.54 $20.1K - $24.9K
176 $20.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
174
+ 209.64%
$119.38 - $161.42 $20.8K - $28.1K
257 $30.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.56K
+ 9.04%
$9.47 - $11.46 $14.8K - $17.9K
18.8K $202M
XYL
Xylem Inc.

Industrials
159
+ 3180.0%
$114.02 - $132.04 $18.1K - $21K
164 $19.6M
IT
Gartner Inc

Technology
61
+ 57.55%
$418.25 - $548.38 $25.5K - $33.5K
167 $70.1M
ECL
Ecolab Inc.

Basic Materials
12
+ 1.48%
$229.72 - $269.82 $2.76K - $3.24K
824 $209M
TPR
Tapestry, Inc.

Consumer Cyclical
2
+ 0.06%
$65.63 - $89.21 $131 - $178
3.63K $255M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
145
+ 31.73%
$203.38 - $274.79 $29.5K - $39.8K
602 $124M
Liberty Media Corp
202
+ 66.01%
N/A
508 $45.7M
LUV
Southwest Airlines CO

Industrials
503
+ 23.33%
$28.18 - $34.84 $14.2K - $17.5K
2.66K $89.9M
PODD
Insulet Corp

Healthcare
63
New
$237.06 - $288.29 $14.9K - $18.2K
63 $16.5M
HES
Hess Corp

Energy
1
+ 0.17%
$135.42 - $160.52 $135 - $161
601 $96M
HLN
Haleon PLC

Healthcare
1.49K
+ 135.92%
$9.02 - $10.67 $13.4K - $15.9K
2.59K $26.6M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.16K
New
$11.66 - $14.98 $13.5K - $17.3K
1.16K $15.8M
AXON
Axon Enterprise, Inc.

Industrials
33
+ 132.0%
$496.65 - $710.01 $16.4K - $23.4K
58 $30.5M
AVB
Avalonbay Communities Inc

Real Estate
71
New
$207.86 - $228.08 $14.8K - $16.2K
71 $15.4M
IAU
Ishares Gold Trust

ETFs
54
+ 4.43%
$49.74 - $58.96 $2.69K - $3.18K
1.27K $75.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12K
+ 10.88%
$23.16 - $27.04 $277K - $323K
122K $2.86B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
55
+ 52.38%
$314.47 - $431.35 $17.3K - $23.7K
160 $58.6M
K
Kellogg CO

Consumer Defensive
2
+ 0.02%
$81.06 - $82.9 $162 - $166
8.32K $687M
CBSH
Commerce Bancshares Inc

Financial Services
189
New
$58.85 - $68.59 $11.1K - $13K
189 $11.8M
MSI
Motorola Solutions, Inc.

Technology
103
+ 7.52%
$411.73 - $482.1 $42.4K - $49.7K
1.47K $646M
MAS
Masco Corp

Industrials
160
New
$68.67 - $81.85 $11K - $13.1K
160 $11.1M
CHD
Church & Dwight CO Inc

Consumer Defensive
2
+ 0.1%
$101.42 - $113.2 $203 - $226
1.96K $216M
RSG
Republic Services, Inc.

Industrials
1
+ 0.41%
$200.09 - $242.16 $200 - $242
245 $59.3M
MNST
Monster Beverage Corp

Consumer Defensive
73
+ 7.3%
$46.16 - $58.58 $3.37K - $4.28K
1.07K $62.8M
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.13%
$146.9 - $170.92 $147 - $171
751 $126M
DTE
Dte Energy CO

Utilities
71
New
$117.6 - $138.27 $8.35K - $9.82K
71 $9.9M
PAYX
Paychex Inc

Industrials
1
+ 0.15%
$136.06 - $154.52 $136 - $155
689 $106M
CAMT
Camtek LTD

Technology
166
New
$58.63 - $107.14 $9.73K - $17.8K
166 $9.73M
KLAC
Kla Corp

Technology
6
+ 5.94%
$636.62 - $777.63 $3.82K - $4.67K
107 $72.7M
Activity Summary
Buys All Purchases 450 New Holdings 158 Increased Positions 292 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
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