Bartlett & Co. Wealth Management LLC Purchases in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.2%
$83.56 - $99.08 $83.6 - $99.1
501 $47.6M
Ge Healthcare Technologies
151
+ 7.79%
N/A
2.09K $155M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.5%
$175.97 - $201.36 $176 - $201
201 $38.1M
EMN
Eastman Chemical CO

Basic Materials
37
+ 10.28%
$72.7 - $88.29 $2.69K - $3.27K
397 $30M
IT
Gartner Inc

Technology
1
+ 0.6%
$377.5 - $449.52 $378 - $450
168 $67.9M
AES
Aes Corp

Utilities
70
+ 4.19%
$9.63 - $12.55 $674 - $879
1.74K $18.3M
SNA
Snap On Inc

Industrials
13
+ 5.0%
$292.36 - $342.2 $3.8K - $4.45K
273 $85M
TTE
Total Energies Se

Energy
33
+ 1.67%
N/A
2.01K $126M
SNY
Sanofi

Healthcare
13
+ 2.41%
$47.62 - $55.44 $619 - $721
553 $26.7M
ROP
Roper Technologies Inc

Industrials
1
+ 0.55%
$519.19 - $590.78 $519 - $591
184 $104M
PLD
Prologis, Inc.

Real Estate
28
+ 2.34%
$89.76 - $112.34 $2.51K - $3.15K
1.22K $129M
BP
Bp PLC

Energy
37
+ 1.52%
$26.11 - $33.81 $966 - $1.25K
2.47K $73.8M
LCNB
Lcnb Corp

Financial Services
72
+ 0.19%
$13.64 - $15.65 $982 - $1.13K
37.7K $548M
AIG
American International Group, Inc.

Financial Services
2
+ 0.03%
$77.56 - $87.72 $155 - $175
7.11K $608M
OTIS
Otis Worldwide Corp

Industrials
320
+ 3.23%
$90.88 - $104.3 $29.1K - $33.4K
10.2K $1.01B
HES
Hess Corp

Energy
1
+ 0.17%
$126.32 - $161.29 $126 - $161
602 $83.4M
ETR
Entergy Corp

Utilities
39
+ 0.51%
$79.01 - $86.61 $3.08K - $3.38K
7.69K $639M
VNQ
Vanguard Specialized Funds Van

ETFs
117
+ 0.63%
$79.79 - $91.42 $9.34K - $10.7K
18.6K $1.65B
SHEL
Shell PLC

Energy
13
+ 0.18%
$59.75 - $73.05 $777 - $950
7.13K $502M
PFG
Principal Financial Group Inc

Financial Services
7
+ 0.17%
$69.56 - $86.19 $487 - $603
4.16K $331M
PCAR
Paccar Inc

Industrials
4
+ 0.04%
$86.4 - $99.09 $346 - $396
10.6K $1B
IEX
Idex Corp

Industrials
1
+ 0.02%
$160.66 - $191.29 $161 - $191
4.55K $799M
AEP
American Electric Power CO Inc

Utilities
150
+ 1.94%
$98.59 - $109.11 $14.8K - $16.4K
7.89K $818M
SLB
Schlumberger Limited

Energy
1.21K
+ 14.08%
$31.95 - $42.2 $38.6K - $50.9K
9.78K $333M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.44K
+ 1312.9%
$87.84 - $1441.89 $215K - $3.52M
2.63K $237M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 0.87%
$483.07 - $625.6 $1.45K - $1.88K
347 $182M
VZ
Verizon Communications Inc

Communication Services
193
+ 0.77%
$41.67 - $45.62 $8.04K - $8.8K
25.4K $1.1B
NVO
Novo Nordisk A S

Healthcare
34
+ 0.08%
$58.08 - $81.05 $1.97K - $2.76K
42.9K $2.96B
PSX
Phillips 66

Energy
4
+ 0.02%
$92.87 - $125.73 $371 - $503
17.7K $2.11B
SJM
J M Smucker CO

Consumer Defensive
200
+ 4.33%
$94.41 - $118.52 $18.9K - $23.7K
4.82K $474M
BFA
Brown Forman Corp Cl A
74
+ 0.51%
N/A
14.6K $405M
AWK
American Water Works Company, Inc.

Utilities
26
+ 0.24%
$133.82 - $151.96 $3.48K - $3.95K
11K $1.53B
FTV
Fortive Corp

Technology
11
+ 0.24%
$52.13 - $74.29 $573 - $817
4.6K $240M
KO
Coca Cola CO

Consumer Defensive
383
+ 0.23%
$68.37 - $73.9 $26.2K - $28.3K
168K $12B
GIS
General Mills Inc

Consumer Defensive
870
+ 4.22%
$50.37 - $60.97 $43.8K - $53K
21.5K $1.11B
XLV
Select Sector Spdr Fund Health

ETFs
269
+ 1.35%
$128.77 - $144.3 $34.6K - $38.8K
20.2K $2.72B
ELV
Elevance Health, Inc.

Healthcare
48
+ 1.06%
$372.27 - $452.69 $17.9K - $21.7K
4.56K $1.77B
WM
Waste Management Inc

Industrials
417
+ 0.15%
$216.47 - $242.1 $90.3K - $101K
276K $63.1B
ZTS
Zoetis Inc.

Healthcare
14.1K
+ 4.0%
$144.41 - $170.3 $2.04M - $2.41M
367K $57.3B
LLY
Eli Lilly & CO

Healthcare
231
+ 0.89%
$713.71 - $898.95 $165K - $208K
26.1K $20.4B
TPL
Texas Pacific Land Corp

Energy
10
+ 0.2%
$1036.28 - $1430.55 $10.4K - $14.3K
5.06K $5.35B
CB
Chubb LTD

Financial Services
1.14K
+ 0.48%
$274.32 - $302.46 $313K - $345K
240K $69.8B
ACN
Accenture PLC

Technology
67
+ 0.02%
$279.23 - $323.21 $18.7K - $21.7K
301K $90B
AMGN
Amgen Inc

Healthcare
440
+ 0.12%
$262.28 - $309.85 $115K - $136K
353K $98.5B
TMO
Thermo Fisher Scientific Inc.

Healthcare
912
+ 0.48%
$390.26 - $489.06 $356K - $446K
191K $77.5B
Activity Summary
Buys All Purchases 396 New Holdings 126 Increased Positions 270 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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