Bartlett & Co. Wealth Management LLC Incresed Positions in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCEB
Vanguard World Fd Esg U S Corp

ETFs
745
+ 8.01%
$61.23 - $63.33 $45.6K - $47.2K
10K $632M
EQT
Eqt Corp

Energy
219
+ 3.94%
$46.16 - $54.25 $10.1K - $11.9K
5.78K $309M
SPSB
Spdr Portfolio Short Term Corp

ETFs
623
+ 0.46%
$29.82 - $30.1 $18.6K - $18.8K
137K $4.13B
COF
Capital One Financial Corp

Financial Services
252
+ 115.6%
$163.87 - $209.82 $41.3K - $52.9K
470 $84.3M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
3.75K
+ 10.14%
$11.17 - $11.61 $41.9K - $43.5K
40.8K $461M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
2K
+ 8.2%
$11.43 - $13.44 $22.9K - $26.9K
26.4K $320M
EBAY
Ebay Inc

Consumer Cyclical
2
+ 0.03%
$61.61 - $70.93 $123 - $142
7.36K $498M
APO
Apollo Global Management, Inc.

Financial Services
326
+ 326.0%
$126.01 - $172.06 $41.1K - $56.1K
426 $58.3M
PLTR
Palantir Technologies Inc.

Technology
389
+ 45.76%
$64.98 - $124.62 $25.3K - $48.5K
1.24K $105M
SAR
Saratoga Investment Corp.

Financial Services
1.5K
+ 300.0%
$23.35 - $26.0 $35K - $39K
2K $50.7M
VPU
Vanguard Utilities ETF

ETFs
44
+ 1.1%
$161.24 - $173.33 $7.09K - $7.63K
4.05K $692M
CTVA
Corteva, Inc.

Basic Materials
217
+ 5.57%
$55.94 - $66.15 $12.1K - $14.4K
4.11K $259M
NOC
Northrop Grumman Corp

Industrials
27
+ 5.27%
$433.45 - $513.82 $11.7K - $13.9K
539 $276M
MU
Micron Technology Inc

Technology
61
+ 0.56%
$86.89 - $109.38 $5.3K - $6.67K
11K $955M
SHW
Sherwin Williams CO

Basic Materials
13
+ 0.4%
$330.16 - $365.55 $4.29K - $4.75K
3.26K $1.14B
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.05K
+ 36.63%
$65.15 - $91.81 $198K - $280K
11.4K $741M
XLE
Energy Sector Spdr

ETFs
53
+ 1.58%
$85.7 - $93.96 $4.54K - $4.98K
3.4K $318M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.01K
+ 35.69%
$10.61 - $16.49 $31.9K - $49.6K
11.4K $142M
HCA
Hca Healthcare, Inc.

Healthcare
80
+ 888.89%
$296.7 - $345.55 $23.7K - $27.6K
89 $30.8M
ALC
Alcon Inc

Healthcare
241
+ 52.97%
$82.73 - $96.8 $19.9K - $23.3K
696 $66.1M
CHK
Chesapeake Energy Corp

Energy
1
+ 0.04%
N/A
2.31K $257M
FAST
Fastenal CO

Industrials
4
+ 0.09%
$71.11 - $79.98 $284 - $320
4.56K $354M
STE
Steris PLC

Healthcare
1
+ 0.08%
$202.46 - $232.74 $202 - $233
1.19K $270M
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
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
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
SAP
Sap Se

Technology
82
+ 585.71%
$241.4 - $293.69 $19.8K - $24.1K
96 $25.8M
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
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
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
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
AXON
Axon Enterprise, Inc.

Industrials
33
+ 132.0%
$496.65 - $710.01 $16.4K - $23.4K
58 $30.5M
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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