Bartlett & Co. Wealth Management LLC Incresed Positions in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
27
+ 26.73%
$133.3 - $150.33 $3.6K - $4.06K
128 $17K
WYNN
Wynn Resorts LTD

Consumer Cyclical
21
+ 14.0%
$101.96 - $132.43 $2.14K - $2.78K
171 $21K
CAG
Conagra Brands Inc.

Consumer Defensive
191
+ 23.88%
$18.04 - $21.14 $3.45K - $4.04K
991 $18K
PEG
Public Service Enterprise Group Inc

Utilities
31
+ 15.27%
$79.99 - $90.14 $2.48K - $2.79K
234 $19K
SPG
Simon Property Group Inc

Real Estate
25
+ 23.36%
$159.93 - $187.67 $4K - $4.69K
132 $24K
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
1.72K
+ 68.8%
N/A
4.22K $28K
SOFI
So Fi Technologies, Inc.

Financial Services
469
+ 46.9%
$17.64 - $29.81 $8.27K - $14K
1.47K $38K
AES
Aes Corp

Utilities
225
+ 12.94%
$10.77 - $13.94 $2.42K - $3.14K
1.96K $25K
LEN
Lennar Corp

Consumer Cyclical
23
+ 13.22%
$107.73 - $142.4 $2.48K - $3.28K
197 $24K
DAL
Delta Air Lines, Inc.

Industrials
52
+ 12.59%
$49.0 - $61.97 $2.55K - $3.22K
465 $26K
FNDE
Schwab Fundamental Emerging Mk

ETFs
246
+ 38.68%
$33.13 - $36.31 $8.15K - $8.93K
882 $31K
INCY
Incyte Corp

Healthcare
32
+ 9.94%
$67.27 - $86.96 $2.15K - $2.78K
354 $30K
EXEL
Exelixis, Inc.

Healthcare
1K
+ 200.0%
$36.22 - $46.25 $36.2K - $46.3K
1.5K $61K
IR
Ingersoll Rand Inc.

Industrials
35
+ 12.82%
$74.98 - $89.02 $2.62K - $3.12K
308 $25K
F
Ford Motor CO

Consumer Cyclical
440
+ 19.87%
$10.82 - $12.09 $4.76K - $5.32K
2.65K $31K
KEYS
Keysight Technologies, Inc.

Technology
14
+ 9.52%
$158.51 - $178.15 $2.22K - $2.49K
161 $28K
CNC
Centene Corp

Healthcare
25
+ 5.51%
$25.21 - $56.65 $630 - $1.42K
479 $17K
CTSH
Cognizant Technology Solutions Corp

Technology
6
+ 1.8%
$66.67 - $80.98 $400 - $486
339 $22K
FNDC
Schwab Fundamental Intl Small

ETFs
22
+ 3.46%
$41.81 - $45.21 $920 - $995
657 $29K
EQIX
Equinix Inc

Real Estate
11
+ 32.35%
$756.7 - $811.13 $8.32K - $8.92K
45 $35K
FNDA
Schwab Fundamental U S Small C

ETFs
184
+ 18.93%
$28.75 - $31.93 $5.29K - $5.88K
1.16K $36K
PTC
Ptc Inc.

Technology
12
+ 7.19%
$173.07 - $216.53 $2.08K - $2.6K
179 $36K
LNT
Alliant Energy Corp

Utilities
1.16K
+ 234.01%
$60.76 - $67.41 $70.2K - $77.9K
1.65K $111K
WSM
Williams Sonoma Inc

Consumer Cyclical
13
+ 6.91%
$163.62 - $210.2 $2.13K - $2.73K
201 $39K
ABNB
Airbnb, Inc.

Consumer Cyclical
36
+ 15.38%
$118.3 - $142.16 $4.26K - $5.12K
270 $32K
Build A Bear Workshop (Bbw Csus)
46
+ 69.7%
N/A
112 $0
AMCR
Amcor PLC

Consumer Cyclical
286
+ 7.86%
$7.97 - $9.94 $2.28K - $2.84K
3.92K $32K
EA
Electronic Arts Inc.

Communication Services
1
+ 0.47%
$147.79 - $202.05 $148 - $202
212 $42K
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 11.24%
$334.32 - $426.2 $3.34K - $4.26K
99 $42K
IRM
Iron Mountain Inc

Real Estate
53
+ 16.06%
$89.46 - $104.46 $4.74K - $5.54K
383 $39K
XEL
Xcel Energy Inc

Utilities
54
+ 10.33%
$67.56 - $80.65 $3.65K - $4.36K
577 $46K
CLX
Clorox CO

Consumer Defensive
26
+ 8.64%
$117.67 - $131.43 $3.06K - $3.42K
327 $40K
HAL
Halliburton CO

Energy
314
+ 16.53%
$20.5 - $25.11 $6.44K - $7.88K
2.21K $54K
STLD
Steel Dynamics Inc

Basic Materials
75
+ 24.83%
N/A
377 $36K
APP
App Lovin Corp

Technology
22
+ 19.64%
$335.1 - $718.54 $7.37K - $15.8K
134 $96K
HST
Host Hotels & Resorts, Inc.

Real Estate
200
+ 7.86%
$15.27 - $17.68 $3.05K - $3.54K
2.74K $46K
URI
United Rentals, Inc.

Industrials
3
+ 5.36%
$774.14 - $975.23 $2.32K - $2.93K
59 $56K
BKR
Baker Hughes CO

Energy
1.47K
+ 126.82%
$38.68 - $50.55 $56.7K - $74.1K
2.62K $127K
FNDF
Schwab Fundamental Intl Large

ETFs
138
+ 12.39%
$39.84 - $43.15 $5.5K - $5.95K
1.25K $53K
FRT
Federal Realty Investment Trust

Real Estate
25
+ 4.99%
$90.61 - $102.67 $2.27K - $2.57K
526 $53K
AXON
Axon Enterprise, Inc.

Industrials
7
+ 12.07%
$698.02 - $870.97 $4.89K - $6.1K
65 $46K
VLO
Valero Energy Corp

Energy
40
+ 9.88%
$131.77 - $175.63 $5.27K - $7.03K
445 $75K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
850
+ 68.71%
$39.13 - $48.22 $33.3K - $41K
2.09K $82K
JCI
Johnson Controls International PLC

Industrials
488
+ 92.6%
$103.24 - $111.73 $50.4K - $54.5K
1.02K $111K
CDNS
Cadence Design Systems Inc

Technology
19
+ 10.38%
$309.46 - $373.37 $5.88K - $7.09K
202 $70K
KMX
Carmax Inc

Consumer Cyclical
842
+ 99.64%
$44.86 - $71.57 $37.8K - $60.3K
1.69K $75K
PHM
Pultegroup Inc

Consumer Cyclical
40
+ 7.29%
$108.0 - $141.42 $4.32K - $5.66K
589 $77K
GPN
Global Payments Inc

Industrials
33
+ 4.32%
$77.61 - $90.01 $2.56K - $2.97K
797 $66K
FE
Firstenergy Corp

Utilities
57
+ 3.68%
$39.76 - $45.82 $2.27K - $2.61K
1.61K $73K
Activity Summary
Buys All Purchases 336 New Holdings 59 Increased Positions 277 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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