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
Glaxo Wellcome PLC Spon Adr
84
+ 5.21%
N/A
1.7K $0
I Shares Bitcoin Tr
370
+ 33.79%
N/A
1.47K $0
MNST
Monster Beverage Corp

Consumer Defensive
1
+ 0.09%
$58.65 - $67.31 $58.7 - $67.3
1.07K $72K
EQR
Equity Residential

Real Estate
37
+ 3.68%
$62.3 - $68.34 $2.31K - $2.53K
1.04K $67K
LUV
Southwest Airlines CO

Industrials
6
+ 0.28%
$29.06 - $37.7 $174 - $226
2.16K $68K
APH
Amphenol Corp

Technology
45
+ 6.28%
$97.39 - $125.4 $4.38K - $5.64K
761 $94K
OXY
Occidental Petroleum Corp

Energy
79
+ 4.55%
$42.54 - $48.1 $3.36K - $3.8K
1.82K $85K
Solventum Corp Reg Shs
34
+ 3.39%
N/A
1.04K $0
SNPS
Synopsys Inc

Technology
271
+ 180.67%
$387.78 - $645.35 $105K - $175K
421 $207K
DHI
Horton D R Inc

Consumer Cyclical
8
+ 1.19%
$129.82 - $184.04 $1.04K - $1.47K
679 $115K
O
Realty Income Corp

Real Estate
447
+ 29.27%
$56.13 - $60.79 $25.1K - $27.2K
1.97K $119K
PAYX
Paychex Inc

Industrials
326
+ 53.44%
$126.69 - $147.99 $41.3K - $48.2K
936 $118K
Te Connectivity PLC F
650
+ 121.04%
N/A
1.19K $0
UBER
Uber Technologies, Inc

Technology
204
+ 19.86%
$86.91 - $99.57 $17.7K - $20.3K
1.23K $120K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9
+ 0.27%
$29.8 - $32.29 $268 - $291
3.28K $105K
BSX
Boston Scientific Corp

Healthcare
51
+ 5.5%
$97.03 - $108.14 $4.95K - $5.52K
978 $95K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
401
+ 8.9%
$22.45 - $23.2 $9K - $9.3K
4.91K $113K
APO
Apollo Global Management, Inc.

Financial Services
74
+ 10.22%
$131.55 - $156.05 $9.73K - $11.5K
798 $106K
GM
General Motors CO

Consumer Cyclical
895
+ 41.53%
$48.89 - $61.24 $43.8K - $54.8K
3.05K $185K
AFL
Aflac Inc

Financial Services
4
+ 0.39%
$98.09 - $111.7 $392 - $447
1.02K $113K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 4.98%
$514.61 - $682.78 $5.15K - $6.83K
211 $134K
SCHC
Schwab Strategic Tr Intl Small

ETFs
83
+ 3.2%
$42.28 - $45.71 $3.51K - $3.79K
2.67K $121K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
141K
+ 8889.56%
$76.16 - $78.59 $10.8M - $11.1M
143K $11.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4
+ 0.26%
$78.88 - $85.2 $316 - $341
1.53K $127K
WY
Weyerhaeuser CO

Real Estate
137
+ 2.84%
$24.1 - $26.83 $3.3K - $3.68K
4.96K $122K
PRF
Invesco Exchange Traded Fd Tr

ETFs
270
+ 9.08%
$42.04 - $45.23 $11.4K - $12.2K
3.24K $146K
GVI
Ishares Tr

ETFs
5
+ 0.42%
$105.8 - $107.81 $529 - $539
1.19K $127K
DLR
Digital Realty Trust, Inc.

Real Estate
38
+ 5.18%
$161.21 - $180.02 $6.13K - $6.84K
772 $133K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
35
+ 2.5%
$90.62 - $107.71 $3.17K - $3.77K
1.44K $141K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1
+ 0.02%
$24.87 - $25.69 $24.9 - $25.7
5.29K $134K
BR
Broadridge Financial Solutions, Inc.

Technology
251
+ 45.47%
$233.75 - $266.89 $58.7K - $67K
803 $191K
WDAY
Workday, Inc.

Technology
30
+ 5.28%
$213.69 - $247.69 $6.41K - $7.43K
598 $143K
D
Dominion Energy, Inc

Utilities
68
+ 2.8%
$56.32 - $62.1 $3.83K - $4.22K
2.5K $152K
LQD
Ishares Iboxx $ Investment Gra

ETFs
40
+ 3.13%
$107.66 - $112.36 $4.31K - $4.49K
1.32K $146K
EOG
Eog Resources Inc

Energy
2
+ 0.17%
$112.12 - $126.1 $224 - $252
1.21K $135K
SUB
Ishares Short Term National Mu

ETFs
2.3K
+ 166.59%
$106.17 - $107.3 $244K - $247K
3.68K $392K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
238
+ 3.29%
$20.76 - $21.78 $4.94K - $5.18K
7.47K $161K
Ge Healthcare Technologies
80
+ 3.83%
N/A
2.17K $0
AZN
Astrazeneca PLC

Healthcare
629
+ 27.75%
$68.72 - $82.11 $43.2K - $51.6K
2.9K $222K
CEG
Constellation Energy Corp

Utilities
272
+ 52.71%
$298.82 - $354.89 $81.3K - $96.5K
788 $259K
TT
Trane Technologies PLC

Industrials
14
+ 3.67%
$398.96 - $472.54 $5.59K - $6.62K
395 $166K
FIS
Fidelity National Information Services, Inc.

Technology
42
+ 1.99%
$63.37 - $82.35 $2.66K - $3.46K
2.16K $142K
FMC
Fmc Corp

Basic Materials
440
+ 10.36%
$33.15 - $44.45 $14.6K - $19.6K
4.69K $157K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 4.03%
$534.91 - $598.71 $7.49K - $8.38K
361 $202K
CHD
Church & Dwight CO Inc

Consumer Defensive
5
+ 0.25%
$85.84 - $99.09 $429 - $495
1.97K $172K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 3.27%
$301.44 - $365.84 $6.03K - $7.32K
632 $204K
Lam Research Corp
145
+ 7.21%
N/A
2.16K $0
NOW
Service Now, Inc.

Technology
19
+ 9.84%
$850.86 - $1044.69 $16.2K - $19.8K
212 $195K
SCHR
Schwab Intermediate Term Us Tr

ETFs
340
+ 4.19%
$24.69 - $25.26 $8.39K - $8.59K
8.46K $212K
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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