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
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
MSI
Motorola Solutions, Inc.

Technology
103
+ 7.52%
$411.73 - $482.1 $42.4K - $49.7K
1.47K $646M
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
PAYX
Paychex Inc

Industrials
1
+ 0.15%
$136.06 - $154.52 $136 - $155
689 $106M
VRSK
Verisk Analytics, Inc.

Industrials
21
+ 20.19%
$268.63 - $301.33 $5.64K - $6.33K
125 $37.2M
F
Ford Motor CO

Consumer Cyclical
787
+ 37.23%
$9.12 - $10.43 $7.18K - $8.21K
2.9K $29.1M
AFL
Aflac Inc

Financial Services
2
+ 0.2%
$100.99 - $111.19 $202 - $222
1.02K $113M
KEYS
Keysight Technologies, Inc.

Technology
58
+ 64.44%
$148.16 - $185.11 $8.59K - $10.7K
148 $22.2M
VTV
Vanguard Value ETF

ETFs
2
+ 0.09%
$167.73 - $179.21 $335 - $358
2.12K $367M
MEDP
Medpace Holdings, Inc.

Healthcare
51
+ 17.47%
$304.69 - $360.97 $15.5K - $18.4K
343 $105M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
35
+ 1.5%
$110.75 - $119.78 $3.88K - $4.19K
2.36K $273M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
28
+ 4.17%
$63.07 - $73.5 $1.77K - $2.06K
699 $49.1M
VICI
Vici Properties Inc.

Real Estate
6
+ 0.34%
$28.21 - $32.68 $169 - $196
1.78K $58.8M
WY
Weyerhaeuser CO

Real Estate
5
+ 0.09%
$27.29 - $31.39 $136 - $157
5.32K $156M
TDY
Teledyne Technologies Inc

Technology
12
+ 600.0%
$455.51 - $518.84 $5.47K - $6.23K
14 $6.97M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
29
+ 116.0%
$283.06 - $421.16 $8.21K - $12.2K
54 $15.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.87%
$33.84 - $37.77 $643 - $718
2.2K $80.2M
FTNT
Fortinet, Inc.

Technology
3
+ 0.13%
$92.49 - $114.57 $277 - $344
2.39K $230M
VDE
Vanguard Energy ETF

ETFs
31
+ 75.61%
$119.14 - $132.76 $3.69K - $4.12K
72 $9.34M
CELH
Celsius Holdings, Inc.

Consumer Defensive
37
+ 12.33%
$21.28 - $35.62 $787 - $1.32K
337 $12M
GRMN
Garmin LTD

Technology
1
+ 0.3%
$204.55 - $241.93 $205 - $242
336 $73M
BKR
Baker Hughes CO

Energy
4
+ 0.39%
$41.16 - $48.85 $165 - $195
1.03K $45.3M
ELS
Equity Lifestyle Properties Inc

Real Estate
47
+ 213.64%
$64.36 - $69.32 $3.02K - $3.26K
69 $4.64M
NRZ
New Residential Investment Corp.

Real Estate
57
+ 1.54%
N/A
3.75K $43.8M
DOCU
Docusign, Inc.

Technology
35
+ 67.31%
$74.7 - $97.7 $2.61K - $3.42K
87 $7.08M
I Shares Bitcoin Tr
170
+ 18.38%
N/A
1.1K $51.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
115
+ 13.53%
$38.41 - $44.06 $4.42K - $5.07K
965 $37.7M
Liberty Media Corp
30
+ 19.61%
N/A
183 $14.9M
VTR
Ventas, Inc.

Real Estate
2
+ 1.06%
$56.9 - $70.47 $114 - $141
190 $13.2M
TDVG
T Rowe Price Exchange Traded F

Technology
25
+ 2.89%
$39.23 - $42.13 $981 - $1.05K
890 $36M
Lam Research Corp
7
+ 0.34%
N/A
2.06K $150M
ED
Consolidated Edison Inc

Utilities
2
+ 3.92%
$88.0 - $110.59 $176 - $221
53 $5.86M
CHTR
Charter Communications, Inc.

Communication Services
1
+ 3.23%
$334.89 - $384.77 $335 - $385
32 $11.8M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
1.97K
+ 1515.38%
$0.6 - $1.22 $1.18K - $2.4K
2.1K $1.27M
NOK
Nokia Corp

Technology
211
+ 3516.67%
$4.43 - $5.42 $935 - $1.14K
217 $1.14M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
60
+ 150.0%
$14.59 - $23.31 $875 - $1.4K
100 $1.78M
DVN
Devon Energy Corp

Energy
4
+ 2.44%
$33.15 - $38.55 $133 - $154
168 $6.27M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15
+ 5.28%
$48.31 - $49.23 $725 - $738
299 $14.7M
PCTY
Paylocity Holding Corp

Technology
14
+ 9.33%
$183.21 - $217.86 $2.56K - $3.05K
164 $30.7M
EQR
Equity Residential

Real Estate
3
+ 0.3%
$66.98 - $75.02 $201 - $225
1.01K $73M
EQIX
Equinix Inc

Real Estate
5
+ 17.86%
$803.0 - $959.97 $4.02K - $4.8K
33 $26.9M
NI
Nisource Inc.

Utilities
3
+ 2.63%
$35.57 - $41.23 $107 - $124
117 $4.69M
NUE
Nucor Corp

Basic Materials
1
+ 0.99%
$114.48 - $142.52 $114 - $143
102 $12.3M
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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